20-1006_MONTANEZ ADOBE DOCENTS SAN JUAN HISTORICAL TOURS_License AgreementCAPISTRANO, CA 92675
PARTIES AND DATE
This License Agreement ("License") is entered into this QI day of kU DW2020
("Effective Date"), by and between the City of San Juan Capistrano, a California
municipal corporation (the "City"), and the Montanez Adobe Docents/San Juan
Historical Tours, a non-profit volunteer organization ("Licensee"). City and Licensee are
sometimes hereinafter individually referred to as "Party" and hereinafter collectively
referred to as the "Parties."
RECITALS
A. Licensee is a volunteer organization, acting as an agent of the City of San Juan
Capistrano, providing educational information and public historical tours at the
Montanez Adobe, within Los Rios Park.
B. The City is owner of certain real property located at 31745 Los Rios Street, and
as further depicted in Exhibit "A" attached hereto and incorporated herein by reference.
C. The Licensee desires to operate the Montanez Adobe by providing educational
demonstrations of historic items and tours of the adobe.
D. City desires to enter into this Agreement to allow the Licensee to operate the
Montanez Adobe for the above -stated purpose in accordance with the terms and
conditions set forth in this Agreement.
TERMS
1. Grant of License.
1.1. Scope of License.
1.1.1. The City grants to Licensee a license to operate the Montanez
Adobe as described below:
1.1.1.1. Licensee is granted a license to use the Montanez
Adobe daily from 8:00 a.m. to sunset daily, with the
exception of City sponsored or approved events, to provide
tours of the Montanez Adobe and for educational
demonstrations of historic items.
1.1.1.2. Licensee is granted a license to store furniture,
artifacts, and decorative items utilized during educational
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demonstrations and tours of the property inside the
Montanez Adobe. Licensor has approval over all items
stored in the Montanez Adobe.
1.1.1.3. Licensee at its sole cost is responsible for the care
and maintenance of all furniture, artifacts, and decorative
items within the Montanez Adobe.
1.1.2. Licensee shall comply with the regulations for use of the Property
specifically set forth in Exhibit "B" and incorporated herein by
reference.
1.2. Other Uses. The Licensee may not use the Montanez Adobe for any other
purpose or business not described in Section 1.1 (Scope) without
obtaining the City's prior written consent.
2. Term. This Agreement shall be effective for three (3) years commencing on the
Effective Date, except as otherwise provided in this Agreement. This Agreement
may be extended for up to a maximum of two (2) additional 1 year terms, upon
the mutual written agreement of both parties.
3. Facility Use Fees. In consideration of Licensee's nonprofit standing and its social
services to the City, the City agrees to provide a waiver of fees for the use of the
Property.
4. Maintenance, Repairs and Improvements .
4.1. Maintenance and Repair by Licensee. Licensee agrees, to use reasonable
care keep the interior of the Montanez Adobe clean of debris.
4.2. Maintenance and Repair by the City. A duly authorized representative of
City may enter the Property at any time for the purposes of inspection and
to perform any necessary maintenance or repair for which the City is
responsible, or to carry out any municipal function, including preparation of
the exterior of the Montanez Adobe for special events.
4.2.1. City shall be responsible for any major structural repairs to the
premises, including such items as leaking roofs, plumbing, and
related improvements, providing that the damage to be repaired
has not been caused directly by Licensee's use of the premises.
City shall also accept responsibility for following items:
4.2.1.1. Exterior and Interior Painting
4.2.1.2. Exterior and Interior Lighting
4.2.1.3. Roofing
4.2.1.4. Windows and Doors
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4.2.1.5. Exterior and Interior Wall Repair
5. Licensee obligations.
5.1. Licensee shall, at all times, keep City advised of the name, address, and
telephone number of the person responsible for the operation of the
aforesaid facility.
5.2. Licensee shall, at all times, keep City advised of the name and telephone
number(s) of two (2) persons who can be contacted in the event of an
emergency.
5.3. Licensee shall ensure all volunteers associated with the Montanez Adobe
register as a City of San Juan Capistrano volunteer which includes an
application process and fingerprinting. Licensor shall cover all costs
associated with registering volunteers.
5.4. Licensee shall only provide the Montanez Adobe keypad combination to
Montanez Adobe Docent/San Juan Historical Tours volunteers registered
as City of San Juan Capistrano volunteers.
5.5. Licensee shall, at all times, take and maintain the reasonable caution and
care in every respect of its operation and shall observe and maintain the
most reasonable standard of safety.
5.6. Licensee shall not make any physical changes or modifications
(hereinafter 'Improvements") to Property without the prior written consent
of City. Licensee shall be solely responsible for any repair and
maintenance of any Improvements.
5.7. Licensee shall complete a Property Inspection Check -list provided as
"Exhibit U prior to opening the Montanez Adobe to the public for the day.
Licensee shall maintain a record of the completed Montanez Adobe
Inspection Calendar and provide to the Licensor, upon request.
5.8. Licensee shall ensure the facility is locked after use.
5.9. At no time may alcohol be served, sold, stored or consumed on the
Property, unless written approval is received from the City.
5.10. Licensee may utilize public parking spaces in the Los Rios Park parking
lot. No parking spaces shall be reserved for Licensee.
5.11. Licensee shall submit an annual performance report to the Community
Services Director. The annual performance report shall be due December
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1 of each year during the term of this License. The annual performance
report shall include the following:
5.11.1. Disclosure of all activities the Licensee has conducted both
at the License Area and in the community on an outreach basis.
5.11.2. The approximate number of citizens receiving benefits from
activities, including meetings, classes, events, services.
5.11.3. Description of any routine maintenance of the License Area.
5.11.4. Information on the total revenue received by the Licensee
during the reporting period, and disclosure of the sources of that
revenue.
5.12. Licensee represents that it is volunteer non-profit organization. Licensee
understands that its non-profit status is a substantial inducement for the
City to grant this License. Licensee agrees to remain as a non-profit
organization as a condition of this License. Failure to remain a non-profit
volunteer organization shall be considered a breach of this License,
subject to the termination of the Agreement.
5.13. On or before the termination or expiration of this Agreement, the Licensee
shall remove all of Licensee's personal property from the Property and
shall surrender possession of the Property to the City in good order and
repair to the satisfaction of the City, normal wear and tear excepted.
Default.
6.1. In the event of a default by the Licensee, the City shall give the Licensee
thirty (30) days' written notice to cure the default. The notice shall specify
in reasonable detail the nature and extent of the default. If the default is
not cured by the Licensee within the 30 days' notice period, then the City
may immediately terminate this Agreement.
7. Termination. City or Licensee shall have the right to terminate this Agreement
without cause by giving ninety (90) days advance written notice of termination to
Licensee.
8. Attorneys' Fees. If any legal action or proceeding arising out of or relating to this
Agreement is brought by either party to this Agreement, the prevailing party shall
be entitled to receive from the other party, in addition to any other relief that may
be granted, the reasonable attorneys' fees, costs, and expenses incurred in the
action or proceeding by the prevailing party.
9. Governing Law and Venue. This Agreement shall be governed by the laws of the
State of California. Venue shall be in Orange County.
10. Waiver. The City's failure to insist upon strict compliance with any provision of
this Agreement or to exercise any right or privilege provided herein, or the City's
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waiver of any breach hereunder, shall not relieve the Licensee of any of its
obligations hereunder, whether of the same or similar type. The foregoing shall
be true whether the City's actions are intentional or unintentional. Further, the
Licensee agrees to waive as a defense, counterclaim, or setoff any and all
defects, irregularities, or deficiencies in the authorization, execution, or
performance of this Agreement as well as any laws, rules, regulations,
ordinances, or resolutions of the City with regard to this Agreement.
11. Supplement, Modification, and Amendment. No supplement, modification, and/or
amendment of this Agreement shall be binding unless executed in writing and
signed by both Parties.
12. Assignment or Transfer.
12.1. No Assignment without the City's Consent. The Licensee shall not assign,
hypothecate, or transfer, either directly or by operation of law, this
Agreement or any interest herein without prior written consent of the City.
Any attempt to do so shall be null and void, and any assignee,
hypothecate, or transferee shall acquire no right or interest by reason of
such attempted assignment, hypothecation, or transfer. Unless
specifically stated to the contrary in the City's written consent, any
assignment, hypothecation, or transfer shall not release or discharge the
Licensee from any duty or responsibility under this Agreement.
12.2. Merger. The transfer of a majority of the ownership interests in the
Licensee, however accomplished, and whether in a single transaction or in
a series of related or unrelated transactions, or the merger of the Licensee
into any other entity in which the Licensee is not the surviving entity, or the
sale of all or substantially all of the Licensee's assets, shall be deemed an
assignment of the Licensee's rights hereunder subject to the requirements
of Section 16.1 (No Assignment without the City's Consent).
13. No Relocation Benefits. This License is not intended to convey a property
interest but to permit the Licensee to use the property as provided for herein. The
Licensee acknowledges the rights granted by State and/or Federal Relocation
Assistance Laws and regulations and, notwithstanding any other provision of this
License, expressly waives all such present and future rights, if any, to which the
Licensee might otherwise be entitled from the City with regard to this License and
the business operated on the property. The Licensee shall not be entitled to
relocation assistance, relocation benefits, or compensation for loss of goodwill
upon the termination of this License.
14. Construction, References. and Captions.
14.1. Simple Construction. It being agreed the Parties or their agents have
participated in the preparation of this Agreement, the language of this
Agreement shall be construed simply, according to its fair meaning, and
not strictly for or against any Party.
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14.2. Section Headings. Section headings contained in this Agreement are for
convenience only and shall not have an effect in the construction or
interpretation of any provision.
14.3. Calendar Days. Any term referencing time, days, or period for
performance shall be deemed calendar days and not work days.
14.4. References to the City. All references to the City shall include, but shall
not be limited to, City Council, City Manager, City Attorney, City Engineer,
or any of their authorized representatives. The City shall have the sole and
absolute discretion to determine which public body, public official or public
employee may act on behalf of the City for any particular purpose.
14.5. References to the Licensee. All references to the Licensee shall include all
officials, officers, personnel, employees, agents, contractors, and
subcontractors of Licensee, except as otherwise specified in this
Agreement
15. Relationship Between the Parties. The Parties hereby mutually agree that neither
this Agreement, nor any other related entitlement, permit, or approval issued by
the City for the Property shall operate to create the relationship of partnership,
joint venture, or agency between the City and the Licensee. The Licensees'
contractors and subcontractors are exclusively and solely under the control and
dominion of the Licensee. Nothing herein shall be deemed to make the Licensee
or its contractors or subcontractors an agent or contractor of the City.
16. Notices. All notices to be given hereunder shall be in writing and may be made
either by e-mail, personal delivery or by registered or certified mail, postage
prepaid, return receipt requested. Mailed notices shall be addressed to the
parties at the addresses listed below, but each party may change the address by
written notice in accordance with this Section 16 (Notices). Notices delivered
personally will be deemed communicated as of actual receipt; mailed notices will
be deemed communicated as of two (2) days after mailing.
To City: To Licensee:
City of San Juan Capistrano Montanez Adobe Docents/San Juan
Attn: Matisse Reischl Historical Tours
32400 Paseo Adelanto Attn: Lorie Porter
San Juan Capistrano, CA 92675 Ioriesic( gmail.com
m reischl(&sanivancapistrano.or
17. Entire Agreement and Severability.
17.1. Entire Agreement. This Agreement contains the entire Agreement of the
parties with respect to the subject matter hereof, and supersedes all prior
negotiations, understandings or agreements, either written or oral, express
or implied.
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17.2. Severability. The invalidity in whole or in part of any provision of this
Agreement shall not void or affect the validity of any other provision of this
Agreement.
18. Binding Effect.
18.1. The Parties. Each and all of the terms and conditions of this Agreement
shall be binding on and shall inure to the benefit of the Parties, and their
successors, heirs, personal representatives, or assigns.
18.2. Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the Parties.
18.3. Not Authorization to Assign. This Section 21 (Binding Effect) shall not be
construed as an authorization for any Party to assign any right or
obligation under this agreement other than as provided in Section 15
(Assignment or Transfer).
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SIGNATURE PAGE To LICENSE AGREEMENT
BY AND BETWEEN THE CITY OF SAN JUAN CAPISTRANO
AND MONTANEz ADOBE DOCENTS/SAN JUAN HISTORICAL TOURS
In witness thereof, the Parties here to have executed this Agreement:
City of San Juan Capistrano
A California municipal corporation
By:
Benjamin Siegel
City Manager
ATTEST:
By
M is Morris
City Clerk
APPROVED AS TO FORM:
By: �
Jeffrey Ballinger
City Attorney
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Montanez Adobe Docents/San Juan
Historical Tours
By:i
Lorie Porter, Director
Montanez Adobe Docents/San Juan
Historical Tours
EXHIBIT "B"
REGULATIONS FOR USE OF THE MONTANEZ ADOBE
Regulations for Use of the Property:
• Type of activity to take place at the Montanez Adobe museum is educational
demonstrations of historical items and historical tours.
• Hours of Operation: the Montanez Adobe may be used by Licensee daily from the
hours of 8:00 a.m. — sunset. During operational hours, Licensee will make the
adobe available to the public and other historical tour groups.
• Entry to the Montanez Adobe will be free of charge, however donations may be
accepted. Donations will not be required for entry.
• Licensee may only use donations for purposes associated with the Montanez
Adobe.
• Licensor reserves the right to decorate the Montanez Adobe for City sponsored
events. Licensor will notify Licensee of its plans to decorate.
• Licensee is the owner and responsible party of all items within the Montanez
Adobe. Licensor shall not replace or compensate Licensee for damaged, lost or
stolen items.
• Volunteers driving to or from the Montanez Adobe is at the Volunteers sole risk,
and will not be considered within the scope of their volunteer services. The City
shall not be liable for any driving by volunteers
• Alcohol is prohibited at all times on the Property, unless written approval is
received from the City.
Licensee shall not utilize the Property for any uses other than those specifically
established in the License.
EXHIBIT `rC"
MONTANEZ ADOBE INSPECTION CALENDAR TEMPLATE
January 2020 — Montanez Adobe Inspection Calendar
Instructions for Registered City
Volunteer Responsible for Opening
the Facility for Public Access:
Confirm the Montanez Adobe is in
compliance with all inspection item
statements prior to opening the
facility for public access. Initial the
calendar date once all inspection
items are determined to be in
compliance. If any inspection item is
not answered in the affirmative then
the City shall be immediately notified
and the Montanez Adobe shall not be
opened for public access until the
inspection item is remedied.
Inspection Items:
1. Public areas inside the adobe are clear of tripping
hazards.
2. The front patio area is clear of tripping hazards.
3. Doorways are unobstructed.
4. Door locks are in working order.
5. All scheduled volunteers are registered as City of San
Juan Capistrano volunteers.
6. Personal items are contained and/or out of public view.
Sunday
Monday Tuesday -
Wednesday
.Thursday
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.Saturday
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