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HomeMy WebLinkAboutC08-054PROPERTY MANAGEMENT AGREEl'~NT
This PROPERTY MANAGEMENT AGREEMENT (this "Agreement") is entered into as
of January 1, 2008 between SENIORS ON BROADWAY LP, a Colorado limited partnership
("Owner") and COUNTY OF EAGLE, STATE OF COLORADO, a body corporate and politic,
by and through its Board of County Commissioners ("County"), with reference to the following:
WHEREAS, Owner is governed by its Amended and Restated Agreement of Limited
Partnership dated as of October 1, 2007 ("Partnership Agreement") between Seniors on
Broadway LLC ("General Partner") and NDC Corporate Equity Fund VII, L.P. ("NDC").
WHEREAS, Owner is constructing a fourteen (14) unit low income housing apartment
complex in Eagle, Colorado ("Project").
WHEREAS, County, which is an affiliate of General Partner, has the personnel and
resources to professionally manage the Project.
WHEREAS, Owner wishes to obtain the benefits of County's expertise in the field of real
estate management by contracting with the County for the County to manage the Project subject
to the terms and provisions of this Agreement, and County for a fee wishes to manage the Project
on behalf of Owner.
NOW, THEREFORE, in consideration of the mutual covenants herein contained and of
other good and valuable consideration, the parties hereto agree as follows:
ARTICLE 1
APPOINTMENT
Owner hereby contracts with County to manage, operate and maintain the Project on
behalf of Owner and to provide services as required under Article 6 of this Agreement. County
hereby accepts this appointment.
ARTICLE 2
TERM
Subject to and upon the terms and conditions set forth herein, this Agreement shall
commence on January 1, 2008 ("Commencement Date") and shall continue in force, ending on
December 31, 2008 ("Original Term"). The term will be automatically renewed at the end of the
Original Term or any later Renewal Term (each term after the Original Term being referred to
herein as a "Renewal Term") for an additional one year, unless terminated in accordance with the
provisions of this Agreement. Except for increases to the Base Rate used to calculate the
Management Fee pursuant to Article 3, the terms and conditions during any Renewal Term shall
be the same as the terms and conditions during the Original Term.
ARTICLE 3
MANAGEMENT FEE
Management Agreement (00166290-2) (3).DOC
In consideration of the performance by County of its duties and obli ations hereunder
Owner shall pay to County a management fee (Mana>ement Fee") equal ~o the Base Rate
multiplied by the amount Gross Receipts. The "Bas_ a Rate" during the Original Term will equal
6.3%, and the Base Rate will increase by 3% on January 1 of each subsequent year (such that the
new Base Rate will equal the prior Base Rate multiplied by 103%). "Gross Receipts" shall mean
all amounts received from the operation of the Project including, but not limited to, rents,
parking fees, security deposit forfeitures (but not security deposits), laundry income, and fees.
No later than the fifth day of the month County shall pay the Management Fee for the prior
month and submit to Owner an invoice detailing the calculation for the payment thereof. As an
affiliate of Owner, County agrees that if gross receipts in any month are not sufficient to pay
operating expenses (as described in Section 5.7), up to 60% of the Management Fee shall accrue
without interest until sufficient gross receipts are available, at which time accrued portions of the
Management Fee shall be then due and payable.
ARTICLE 4
RELATIONSHIP
4.1 County is Actine for Account of Owner. All actions by County in performing its
duties and providing services pursuant to this Agreement shall be for the account of the Owner.
4.2 Delegation and Assi inept. County shall have the right to delegate its
responsibilities under this Agreement to employees of County or to engage independent
contractors for performance of any part of the services to be provided hereunder. Neither the
Owner, nor the County, shall assign all or any part of this Agreement without the prior written
consent of the other party to this Agreement.
ARTICLE 5
SERVICES OF COUNTY
5.1 Management and Operation. The County shall manage, operate and maintain the
Project in a manner normally associated with the management and operation of a reasonable
quality apartment project and in a manner reflective of the standards set forth by the real estate
management industry.
5.2 Em loo ees. County shall have in its employ at all times a sufficient number of
capable employees to enable it to properly and safely manage, operate and maintain the Project.
The compensation of any employees (i.e., salary, bonuses, payroll tax, insurance, workman's
compensation and other employee benefits) dedicated full-time to the Project shall be paid by
Owner. A portion of the compensation of employees dedicated part time to the Project and part
time to non-Project matters, shall be paid by Owner based on the percentage of time spent on the
Project. All matters pertaining to the employment, supervision, compensation, promotion and
discharge of such employees are the responsibility of the County.
5.3 Bud ets. County shall prepare and submit to Owner a proposed operating budget
and a proposed capital budget for the management and operation of the Project for the
Management Agreement (00166290-2) (3).ppC 2
forthcoming calendar year by October 15 of each year. Owner shall consider the proposed
budgets, consult with the County, and agree on an approved operating budget and an approved
capital Budget for the forthcoming calendar year as provided for in Section 3.16 of the
Partnership Agreement. The approved budgets shall serve as a guideline to the County in
maintaining and operating the Project, and County agrees, subject to the provisions of Article 6,
to use diligence and to employ all reasonable efforts in order to effect that the actual cost of
maintaining and operating the Project shall not exceed the approved budget pertaining thereto.
5.4 Collection of Receivables. County shall use reasonable and diligent efforts,
including collection suits and proceedings, but subject to Owner's prior approval, to collect
promptly all rents (including laundry income and all other income) and other charges which may
become due at any time from any tenant or from others for services provided in connection with
or for the use of the Project or any portion thereof. County shall collect and identify any income
due Owner from miscellaneous services provided to tenants or the public, including, but not
limited to, cleaning income, tenant storage and coin operated machines of all types (e.g., vending
machines, pay telephones, etc.). In connection with such suits or proceedings, only legal counsel
designated by Owner shall be retained. Ali legal expenses incurred in bringing such approved
suit or proceeding shall be submitted to Owner for its approval. County shall not write off any
income items without prior approval of Owner.
5.5 Leasing. County shall be responsible for the leasing of the Project. County shall
have the specific authority to negotiate leases and rental agreements in connection with
amendments, renewals, extensions, modification or cancellation of existing leases and
preparation of new leases. County shall make every reasonable effort to .obtain and keep
desirable tenants for the Project and perform whatever services may be required in connection
with the above mentioned negotiations.
5.6 Repairs. Decoration Alterations. County will cause the Project to be maintained
and repaired in accordance with state and local codes in a condition acceptable to Owner.
Without limiting the generality of the foregoing, County shall institute and supervise all ordinary
and extraordinary repairs, decorations and alterations, including the administration of a
preventive maintenance program for all mechanical, electrical and plumbing systems and
equipment. Notwithstanding the generality of the foregoing, except for developing the capital
budget, County shall not be responsible for instituting or supervising mayor construction and
rehabilitation projects except as may be provided in a separate agreement with Owner.
5.7 O erating Activities. County shall institute and supervise all operational activities
of the Project, such as, but not limited to, the following;
(a) Supervision of the security on behalf of the Owner;
(b) Responsibility and supervision of maintenance, repair and replacement of
landscaping;
(c) Responsibility and supervision of a preventive maintenance program;
Management Ageement (00166290-2) (3).DOC 3
(d) Responsibility and supervision for any necessary maintenance or repairs to the
Project; and
(e) Any other activity incidental to the normal operation of an apartment project
5.7 Expenses. The County shall pay from the Project operating account all authorized
operating expenses, including property taxes (to the extent not abated) and insurance premiums.
Operating expenses shall not include contingent ground lease rent and residual receipt loan
payments.
5.8 Relationship. County shall handle all operational banking matters related to its
contractual responsibility hereunder. Owner shall designate which bank(s) or financial
institutions County shall use in discharging this responsibility.
5.9 Maintenance of Records. County shall maintain complete and identifiable records,
and files on all matters pertaining to the Froject. Such records, and records and financial reports
shall be available to the Owner during business hours upon two (2)• business day prior written
notice.
5.10 Tenant Security Deposits. Security deposits shall be kept by County in a bank or
financial institution approved by Owner, and in accordance with laws applicable to tenant
security deposits. County shall maintain detailed records. of all security deposits and such records
will be open for inspection by Owner.
5.11 Books. Cards Etc. All books, cards, registers, receipts, documents, disks, tapes
and any other papers or electronic records connected with the operation of the Project are the
sole property of Owner, and County will not publish, transmit or release said information to any
party without the prior consent of Owner.
ARTICLE 6
COUNTY'S AUTHORITY
6.1 Approved Oneratin Budget. Owner's approval of the approved operating budget
shall constitute approval for County to expend money from the Project operating account in
order to operate and manage the Project, and County may do so without further approval as long
as County does not exceed the aggregate amount set for in the approved operating budget for any
calendar quarter. The expenditures in excess of the approved operating budget which do not
cumulatively vary more than fifteen percent (15%) from said approved budget in any fiscal
quarter may be made upon filing with the Owner a requisition for additional operating expenses
which further specifies the percentage variance from the original approved operating budget.
6.2 Approved Capital Budget Owner's approval of the approved capital budget shall
not constitute an authorization for County to expend any money for capital expenditures. Any
capital expenditure must be specifically authorized by the Owner. With respect to the purchase
and installation of major items of new or replacement equipment, County shall recommend that
Owner purchase the items when County believes such purchase to be necessary or desirable.
Management Agreement (~1662~-2) (3).DpC 4
Owner may arrange to purchase and install the same itself or may authorize County to do so
subject to prescribed supervision and specification requirements and conditions. Unless Owner
specifically waives such requirements in writing, all capital equipment, new or replacement, with
a cost to obtain and install exceeding $5000 shall be awarded on the basis of competitive
bidding.
6.3 Contracts. County may enter into contracts for maintaining, repairing or servicing
the property and any of the constituent parts of the property subject to the approved operating
budget.
6.4 Compliance with Laws. It is the intent of the Owner that the Project be operated
in full compliance with federal, state and municipal laws, ordinances, regulations and orders
relative to the use, operation, repair and maintenance of the Project and with the rules,
regulations or orders of the local Board of Fire Underwriters or other similar body. County shall
promptly endeavor to remedy any violation or potential violation of any such law, ordinance,
rule, regulation or order which comes to its attention and shall promptly report any violation or
potential violation and proposed action to be taken to Owner.
6.5 Emergen ~. In case of emergency, County may make expenditures for repairs
which exceed budget or prior approvals from Owner without prior written approval if it is
necessary to prevent damage or injury. Owner must be informed of any such expenditures
within the next five (5) business days.
6.6 Structural Char es. The Owner expressly withholds from the County any power
or authority to make any structural changes in any building or to make any other major
alterations or additions in or to any such building or equipment therein, or to incur any expense
chargeable to the Owner other than expenses related to exercising the express powers above
vested in the County without the prior written direction of the Owner.
ARTICLE 7
INSURANCE
Owner has obtained insurance in Owner's name and at Owner's expense, insuring against
physical damage, liability for loss against business interruption, and damage or injury to property
or persons of third persons which may arise out of the occupancy, management, operation or
maintenance of the Project. County shall (a) notify Owner with twenty-four (24) hours after
County receives notice of any such loss, dama a or in
of liability) which might bar Owner from obtaining any protec t o affo ded by an h of Oission
may hold or which might prejudice Owner in its defense to a claim based on suchloss, damage
or injury; and (c) agree that Owner shall have the exclusive right, at its option to conduct the
defense to any claim, demand or suit within limits prescribed by the policy or policies of
insurance.
ARTICLE 8
OWNER' S RIGHT TO AUDIT
Management Agreement (166290-2) (3).DOC S
Owner reserves the right for Owner' s employees or others appointed by Owner, to
conduct examinations, of the books and records maintained for Owner by County. Owner also
reserves the right to perform any and all additional audit tests relating to County's activities;
either at the Project, or at any office of the County, provided such audit tests are related to those
activities performed by County for Owner. Any and all such audits conducted either by Owner's
employees or appointees will be at the sole expense of Owner.
ARTICLE 9
BANK ACCOUNTS
9.1 Oneratine Account. The County shall deposit daily all rents and other funds
collected from the operation of the Project in a bank approved by Owner. County shall pay the
operating expenses of the Project and any other payments relative to the Project as required by
the terms of this Agreement from the operating account.
9.2 Security Deposit Account. County shall keep and maintain security deposits in a
separate account pursuant to Section 5.10 herein.
9.3 Change of Banks, Owner may direct the County to change a depository bank or
the depository arrangements for a Project account.
9.4 Access to Accounts. Owner shall be permitted access to the Project accounts
through additional signature cards if requested.
ARTICLE 10
IlVSUFFICIENT INCOME
If at any time the gross income (or cash in the operating account) from the Project shall
not be sufficient to pay the bills and charges which may by incurred with respect to the Project,
the County shall notify Owner immediately upon first projection or awareness of a cash shortage
or .pending cash shortage and Owner and County shall jointly determine payment priority.
County shall not be obligated to pay said expenses and charges from its own account. After
County has paid, to the extent of available funds, all bills and charges based upon the ordered
priorities set jointly by Owner and County, County shall submit to Owner a statement of all
remaining unpaid bills. Owner shall immediately and without delay make all reasonable effort to
provide sufficient monies to pay any unpaid expenses before they become delinquent.
ARTICLE 11
TERMINATION
11.1 Termination by Owner for Cause. Owner may terminate this Agreement upon the
occurrence of any of the following events:
(a) (i) the filing of a voluntary petition in bankru tc
(•~ )
bankrupt or insolvent; iii filing of any merger petit onl or anslwer seeking any
reorganization, arrangement, composition, readjustment, liquidation, dissolution or
Management Agreement (W166290-2) (3).DOC
similar relief under any present or future statute or law relating to bankruptcy,
insolvency, or other relief for debtors, whether federal or state; (iv) County
seeking, consenting to, or acquiescing in the appointment of any trustee, receiver,
conservator or liquidator' of County, or of all or any substantial part of its
properties (the terms "acquiescing," as used herein, shall be deemed to include but
not be limited to the failure to file a petition or motion to vacate or discharge any
order, judgment or decree providing for such appointment within the time
specified by law) (v) a court of competent jurisdiction entering an order,
judgment or decree approving a petition filed against County seeking any
reorganization arrangement, composition, readjustment, liquidation, dissolution or
similar relief under any present or future statute or law relating to bankruptcy,
insolvency or other relief of debtors, whether federal or state, and County either
consents to or acquiesces (as hereinabove defined) in the entry of such order,
judgment or decree, or such order, judgment or decree shall remain unvacated or
unstayed for an aggregate of sixty (60) days from the date of entry thereof; or (vi)
the appointment of a trustee, receiver, conservator or liquidator of County of all or
any substantial part of its properties without the consent of or acquiescence of
County which remains unvacated or unstayed for an aggregate of sixty (60) days;
or
(b) (i) County fails to perform any of its services in the manner or within the time
required herein; or, (ii) County commits or permits a breach of or default in any of
its duties, liabilities or obligations hereunder, and in either case such event remains
uncured for a period of fifteen (15) days after written notice thereof from Owner to
County.
11.2 Termination by Owner Without Cause. Even in the absence of any other express
right to terminate this Agreement, Owner may terminate this Agreement upon thirty (30) days'
prior written notice to County.
11.3 Termination by County for Cause. County may terminate this Agreement upon
the occurrence of a breach of or default by Owner in any of its duties, liabilities or obligations
hereunder, which remains uncured for a period of thirty (30) days after written notice thereof
from County to Owner.
11.4 Effect of Termination. If this Agreement is terminated by any ply as provided
above, it is further agreed:
(a) Notwithstanding any other provision herein to the contrary, the County's right to
compensation shall cease as of the effective date set forth in the notice of termination,
except that County shall be entitled to all monies owed to County by Owner up to the
effective date of termination.
(b) That County's powers and authority under this Agreement shall cease and
terminate at the effective date set in the notice of termination and County shall in no
event make any expenditure in excess of that shown on the approved operating or capital
Management Agreement (1~16b240-2) (3).DOC ']
budget unless authorized in writing by the Owner to be charged.
(c) County shall deliver to Owner the following with respect to the Project: (1) a final
accounting after termination of this Agreement, reflecting the balance of income and
expenses on the Project as of the effective date of termination to be delivered within
fifteen (15) days after such termination; and (2) any balance or monies of Owner held by
County with respect to the Froject, shall be delivered immediately after such effective
termination date and thereafter promptly after same are received by County.
ARTICLE 12
TERMINATION
Upon termination of this Agreement, County will give to Owner all books, cards,
registers, receipts, documents, tapes, disks and other information with respect to the Project.
ARTICLE 13
COUNTY'S LIABILITY
13.1 Limitation of Liability and Indemnity. Except as otherwise stated herein, County
shall not in the performance of this Agreement, be liable to Owner or to any other person for any
act or omission of any agent or employee of Owner or County, or its subsidiaries or affiliates,
unless the same results from negligence or willful misconduct of the County, its officers,
employees or agents. Owner shall indemnify, protect, defend and hold harmless County from and
against any and all claims, demands, actions,
liabilities, losses, costs, expenses, damages,
penalties, interest, fines, injuries and obligations, including reasonable attorneys' fees, court costs
and litigation ,expenses ("Claims") incurred by County resulting from performance of its
obligations under this Agreement, except that this indemnification shall not apply with respect to
any Claims resulting from any act or failure to act constituting negligence or willful misconduct
of the County.
13.2 Good Faith Com liance. Notwithstanding any other provisions of this
Agreement, in no event shall Owner make any claim against County, or its affiliates on account
of any alleged errors of judgment made in good faith in connection with the operation of the
Project hereunder by County or the performance of any advisory or technical services provided
by or arranged by the County. Owner shall not object to any expenditures made by County in
good faith in the course of its management of the Project or in settlement of any claim arising out
of the operation of the Project unless such expenditure is specifically prohibited by this
Agreement.
ARTICLE 14
NOTICES
All notices, demands, consents and reports provided for in this Agreement shall be in
writing and shall be given to Owner or County at the address set forth below or at such other
address as they may specify hereafter in writing:
Management Agreement (00166240-2) (3).DOC g
- If to Owner: Seniors on Broadway LP
500 Broadway
Eagle, CO 81631-0850
Attention: President
With a copy to NDC NDC Corporate Equity Fund VII, L.P.
c/o NDC Housing and Economic Development
Corporation
708 Third Avenue, Suite 710
New York, NY 10017
Attention: Chairman
If to County: County of Eagle
500 Broadway
Eagle, CO 81631-0850
Attention: Chairman
Such notice or other communication may be mailed by United States mail, postage prepaid, and
maybe deposited in a United States Post Office or a depository for the receipt of mail regulazly
maintained by the post office. Notice delivered by mail shall be deemed given the third business
day after deposit in the United States mail; notice delivered by facsimile shall be accompanied
by mailing a copy within one day' after transmission and shall then be. deemed given the first
business day after confirmed delivery.
ARTICLE 15
MISCELLANEOUS
15.1 Construction. This Agreement shall be interpreted for the plural to include the
singular and the singular to include the plural as the context may require.
15.2 Ame_ n_, Except as otherwise herein provided, any and all amendments, to
this Agreement shall be null and void unless approved by the parties hereto in writing.
15.3 Hea-~. All headings herein are inserted only for convenience and ease of
reference and are not to be considered in the construction or interpretation of any provision of
this Agreement.
15.4 Complete A reement. This Agreement supersedes and takes the place of any and
all previous negotiations, representations, and oral agreements between the parties hereto.
15.5 Waiver. The waiver of any of the terms and conditions of this Agreement on any
occasion or occasions shall not be deemed as waiver of such terms and conditions on any future
occasion.
15.6 Bindin Nature. This Agreement shall be binding upon and inure to the benefit of
Owner, each of his successors and/or permitted assigns, and shall be binding upon and inure to
Management Agreement ((m166290-2) (3).DOC 9
the benefit of County, and its permitted assigns.
15.7 Governin Law. This Agreement shall be construed, interpreted and applied in
accordance with and shall be governed by, the laws applicable in the State of Colorado.
15.8 Counteroarts, 'T'his Agreement may be executed in counterparts, each of which
shall be an original and all of which shall constitute the same instrument
[Remainder of Page Intentionally Left Blank]
Management Agreement (00166290-2) (3).DOC 1 Q
IN WITNESS WHEREOF, the parties have executed this Agreement as of the
date first written above.
Owner:
SENIORS ON BROADWAY LP, a Colorado
limited partnership
By: Seniors on Broadway LLC, a Colorado
limited liability company, its general partner
By: Golden Eagle Elderly Housing
Corporation, a Colorado nonprofit
corporation, its sole member
By:
Name: Sara J. fisher
Title: President
County:
COUNTY OF EAGLE, STATE OF
COLORADO, a body corporate and politic,
by and through its Board of County
Commissioners
ay:
~~~
Name: Peter F. Runyon
Title: Chairman