HomeMy WebLinkAboutPEOPLE'S FIRST CHOICE, A LIMITED LIABILITY COMPANY - 2017A-2017-369-13
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DEC, 2 H 2O17OPERATING AGREEMENT FOR ADULT USE (NON -MEDICINAL)
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This Operating Agreement ("AGREEMENT") is dated DtCy.M0r(Z. ca() 2011 between
the City of Santa Ana, a charter city and municipal corporation ("CITY") and o tVii' { bs (Aiacf,,
a t sr "(Av corAtA y("OPERATOR"), collectively referred to as "the Parties". This
AGREEMENT shall become effective on the date that OPERATOR is issued a Regulatory
Safety Permit by CITY for the operation of an adult -use cannabis retail business transacted and
carried -on by OPERATOR at the following subject property location,
(9}a>, _. �v FlNl_)`c, , Santa Ana, Californial P05_,__.
1. Public Benefit.
A. Intent. The purpose of this Operating AGREEMENT is to collect fees for the
operation of an adult -use cannabis retail business and to provide fees for mitigation options
to be used by CITY to compensate for impacts to CITY services, residents, and/or
businesses as set forth in Santa Ana Municipal Code section 40-2(22). The Parties agree
that this AGREEMENT confers substantial private benefits on OPERATOR which should be
balanced by commensurate public benefits. As part of the adult -use cannabis retail
business Regulatory Safety Permit process, OPERATOR agrees to enter into this
AGREEMENT. OPERATOR acknowledges that CITY and OPERATOR have had extensive
negotiations and proceedings prior to entering into this AGREEMENT. OPERATOR has
elected to execute this AGREEMENT as it provides OPERATOR with important economic
benefits. Accordingly, the Parties intend to provide consideration to the public to balance
the private benefits conferred on OPERATOR by providing mitigation measures to the public
and to pay for CITY services as a result of the operating agreement fees collected.
B. Local Hiring and Sourcing. OPERATOR agrees to use its reasonable efforts to
hire qualified City of Santa Ana residents living in Santa Ana to work at its adult -use
cannabis retail business. OPERATOR shall also use reasonable efforts to retain the
services of qualified contractors and suppliers who are located in the City of Santa Ana or
who employ a significant number of City of Santa Ana residents. OPERATOR shall make a
good faith effort to advertise on various social media sites, at local job fairs, and through
public agencies and organizations.
C. Community Benefit and Sustainable Business Practices Plan. OPERATOR
agrees to submit a Community Benefit and Sustainable Business Practices Plan ("Plan") to
CITY is hereby attached and incorporated into this AGREEMENT as ("EXHIBIT A"). Said
Plan shall detail OPERATOR's experience working with community-based groups such as
school districts, college districts, city or county agencies, non-profit organizations, artist or
downtown groups. Said Plan must also outline commitments by OPERATOR to engage its
staff in community service events or programs in the City of Santa Ana. Plan must also
outline and address sustainable business practices. OPERATOR shall adequately
document that it has met the Plan's obligations and commitments as a condition of
renewal/extension of this AGREEMENT upon expiration of the initial term and any
extensions.
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distribution, testing, or provision of adult -use (non -medicinal) cannabis or any
transaction related thereto;
• Anything else of value obtained by an adult -use cannabis retail business;
• The total amount of the sale price of all sales;
• The total amount charged or received for the performance of any act, service or
employment of whatever nature it may be, whether or not such service, act or
employment is done as a part of or in connection with the sale of goods, wares,
merchandise, for which a charge is made or credit allowed, including all refunds,
cash credits and properties of any amount or nature;
• Any amount for which credit is allowed by the seller to the purchaser without any
deduction therefrom, on account of the cost of the property sold, the cost of materials
used, the labor or service cost, interest paid or payable, losses, or any other expense
whatsoever; provided that cash discounts allowed or payment on sales shall not be
included;
• The amount of any federal, manufacturer's or importer's excise tax included in the
price of property sold, even though the manufacturer or importer is also the retailer
thereof and whether or not the amount of such tax is stated as a separate charge.
C. "Gross receipts" shall not include the following:
The amount of any federal tax imposed on or with respect to retail sales whether
imposed upon the retailer or the consumer and regardless of whether or not the
amount of federal tax is stated to customers as a separate charge.
The amount of any California state excise tax or state cultivation tax regardless of
whether or not the amount of such excise tax or cultivation tax is stated to customers
as a separate charge, or any California state, city or city and county sales or use tax
required by law to be included in or added to the purchase price and collected from
the consumer or purchaser, or such part of the sales price of any property previously
sold and returned by the purchaser to the seller which is refunded by the seller by
way of cash or credit allowances given or taken as part payment on any property so
accepted for resale; or
The amount of medicinal cannabis (medical marijuana) sales and related services
generated or otherwise received in the event that OPERATOR is both a permitted
medical marijuana collective/cooperative business as well as a permitted, co -located
adult -use (non -medicinal) cannabis retail business operating at the same property
location.
• The amount of the sale price of all medical marijuana goods, wares, merchandise,
and other related services sold or otherwise generated in connection with operation
of a co -located medical marijuana collective/cooperative business.
• The amount of the sale price of business personal property (all property owned or
leased by OPERATOR used in the operation of the adult -use cannabis retail
business, including but not limited to: furniture, fixtures, and business equipment);
real property, including land, buildings and other improvements.
6. Past due date — Past due penalty; Late interest.
A. Any OPERATOR entity or individual who fails to pay the operating agreement fees
required by this AGREEMENT when due shall be subject to past due penalties and
interest as set forth herein.
i. OPERATOR shall be considered past due if the required monthly operating
agreement fee is not paid by the last day of the month following the month for which it
is due.
ii. For failure to fully pay any monthly fee when due, the following past due penalty and
late interest charges shall be added to the unpaid balance amount owing:
1) A past due penalty of Twenty -Five Percent (25%) per month;
2) A late interest charge of One and One Half Percent (1.5%) per month added to
the unpaid balance amount owing, inclusive of any prior past due penalty or late
interest charges accrued.
B. CITY is not required to send a past due notice or other bill or invoice to OPERATOR, or
any other person subject to the provisions of this AGREEMENT and failure to send such
notice, bill or invoice shall not affect the validity of any operating fee, late penalty or late
interest charge due under the provisions of this AGREEMENT.
7. Term.
This AGREEMENT shall start on the date indicated above and shall terminate on
December 31, 2020 regardless of starting date unless terminated earlier in accordance with
Section 12 or 13 of this AGREEMENT. The AGREEMENT will have one (1) two-year
extension period until December 31, 2022 exercisable by a writing executed by the City
Manager and City Attorney's Office with the approval of OPERATOR.
8. Business License Required.
A valid City of Santa Ana Business License is required for all persons engaged in
transacting and carrying on any adult -use cannabis retail business activity in the City of
Santa Ana. It is unlawful for any person or legal entity to commence, transact or carry -on
adult -use cannabis retail business activity in the City of Santa Ana without first having
procured a City of Santa Ana adult -use cannabis retail business license.
9. Operating Adult -use Cannabis Retail Business.
OPERATOR shall not operate an adult -use cannabis retail business authorized under
the Santa Ana Municipal Code unless:
A. It is the holder of a valid Regulatory Safety Permit issued by CITY in accordance with
the procedures and requirements of Article 1 of Chapter 40, of the Santa Ana
Municipal Code; and
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F. Failure by OPERATOR to cooperate with CITY or CITY's authorized agents in any
inspection, examination and audit of OPERATOR's adult -use cannabis retail
business books and records (including tax filings and returns).
G. OPERATOR shall cure the default resulting from the cause for termination within
thirty (30) days of the date of the notice of termination. If OPERATOR fails to cure
the default within thirty (30) days of the date of the notice of termination for cause,
this AGREEMENT will be terminated.
H. This AGREEMENT will automatically terminate if:
L OPERATOR's Regulatory Safety Permit is revoked by CITY or is not renewed by
CITY. or
ii. OPERATOR transfers its Regulatory Safety Permit pursuant to Santa Ana
Municipal Code section 40-12.
13. Termination Without Cause.
Upon mutual written agreement of the parties this AGREEMENT may be terminated with
thirty (30) days notice.
14. Termination - Effect on Prior Obligations.
Upon any termination of this AGREEMENT, OPERATOR's obligation to report and remit
operating agreement fees due and payable under the terms of this AGREEMENT for each
month or fraction of a month of adult -use cannabis retail business operation engaged in
within the City of Santa Ana prior to termination of this AGREEMENT shall continue to be in
effect. Past due penalties and late interest charges shall continue to accrue and be
applicable until all operating fees due under this AGREEMENT are paid in full.
OPERATOR's liability for any remaining unpaid past due penalties and/or late interest
charges shall continue until fully satisfied.
15. Remedies.
A. It is acknowledged by the parties that CITY would not have entered into this
AGREEMENT if it were to be liable in damages under this AGREEMENT, or with
respect to this AGREEMENT or the application thereof, except as hereinafter
expressly provided.
B. Each of the parties hereto may pursue binding arbitration of any dispute, claim or
controversy arising out of or relating to this Agreement or the breach, termination,
enforcement, interpretation or validity thereof, including the determination of the
scope or applicability of this AGREEMENT. Such matter shall be determined by
binding arbitration in Orange County California before three (3) arbitrators. The
binding arbitration shall be administered by JAMS pursuant to its Comprehensive
Arbitration Rules and Procedures pursuant to JAMS' Streamlined Arbitration Rules
and Procedures. Judgment on the award may be entered in any court having
jurisdiction. This clause shall not preclude parties from seeking provisional remedies
to aid arbitration from a court of appropriate jurisdiction.
To OPERATOR:
A party may change its address by giving signed notice in writing to the other party.
Thereafter, any communication shall be addressed and transmitted to the new address. If
sent by mail, communication shall be effective or deemed to have been given three (3) days
after it has been deposited in the United States mail, duly registered or certified, with
postage prepaid, and addressed as set forth above. If sent by fax or email document
attachment, communication shall be effective or deemed to have been given twenty-four
(24) hours after the time set forth on the transmission report issued by the transmitting
facsimile machine, addressed as set forth above. For purposes of calculating these time
frames, weekends, federal, state, County or City holidays, or City Hall closure dates shall be
excluded.
19. Exclusivity and Amendment.
This AGREEMENT represents the complete and exclusive statement between CITY and
OPERATOR, and supersedes any and all other agreements, oral or written, between the
parties. This AGREEMENT may not be modified except by written instrument signed by
CITY and by an authorized representative of OPERATOR. Each party to this AGREEMENT
acknowledges that no representations, inducements, promises or agreements, orally or
otherwise, have been made by any party, or anyone acting on behalf of any party, which are
not embodied herein.
20. Assignment.
OPERATOR may not assign or transfer any interest herein without the prior written
consent of CITY and any such assignment or transfer without CITY's prior written consent
shall be considered null and void.
21. Discrimination.
OPERATOR shall not discriminate because of race, color, creed, religion, sex, marital
status, sexual orientation, age, national origin, ancestry, or disability, as defined and
prohibited by applicable law, in the recruitment, selection, training, utilization, promotion,
termination or other employment related activities. OPERATOR affirms that it is an equal
opportunity employer and shall comply with all applicable federal, state and local labor laws
and regulations.
22. Jurisdiction -Venue.
This AGREEMENT has been executed and delivered in the State of California and the
validity, interpretation, performance, and enforcement of any of the clauses of this
AGREEMENT shall be determined and governed by the laws of the State of California.
Both parties further agree that Orange County, California, shall be the venue for any action
or proceeding that may be brought or arise out of, in connection with or by reason of this
AGREEMENT.
E
IN WITNESS WHEREOF, the parties hereto have executed this AGREEMENT the date and year
first above written.
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By: ^
Lisa S clk
Assis t City Attorney OIL
RECOMMENDED FOR APPROVAL:
Candida Neal, Interim ExecuiNbcWector
Planning & Building Agency
See Attached Dacumen 11
CITY OF SANTA ANA
*T .
RAUL GODINEZ I
City Manager
OPERATOR
LEGAL
NAME: 9Z?3yL `�5� �q5'r uAta.rs p.c
SIGNAT�O.RY
NAME
TITLE: Q
TAXPAYER ID: 13-'3Nomol
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
CIVIL CODE 1189
A notary public or other officer completing this
certificate verifies only the identity of the
individual who signed the document to which this
certificate is attached, and not the truthfulness,
accuracy, orvalidity of that document.
State of California
County of orange
on T)a'u+hY 15, z°ice Before me, h^ }`- S^ Notary Public
personallyappearedlviU
Name,( cfSigner)..
Who proved to me on the basis of satisfactory evidence to be the p,er+s�o'n(69 whose namex is re--
Subscribed to the within instrument and acknowledged to me tha 'rshefdT2p executed the some in
Is%f t4eir authorized capocity,(i�s, and that by04@4; ttir *signatureKfon the instrument the
person(r)' or the entity upon behalf of which the persorik) acted, executed the instrument.
_ I certify under PENALTY OF PERJURY under the
ERIK SANCHEZ Laws of the State of California that the
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foregoing paragraph is true and correct.
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"" � �" NOTARY PUBLIC�CALiPORNIA -i
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'a' My Torm Exp. Navemi?er 8, 2020
Signature Gey
Signature of Notary P is
Exhibit A — Community Benefit and Sustainable Business Practices Plan
Peoples' First Choice, LLC is very committed to engaging in community benefit and
sustainable business practices.
To date, Peoples' First Choice, LLC has worked with various local non-profit groups.
On our own initiative, we have led multiple fundraising efforts and have raised over
$10,000 toward supporting various local groups. Some of these efforts include, but
are not limited to: Susan G. Koman of Orange County; Fundraising drive for epilepsy
awareness for Children's Hospital of Orange County; Canned food drive during the
last two holiday seasons for Second Harvest Food Bank of Orange County. In
addition, through our security personnel presence, we have helped minimize crime
and loitering for neighboring businesses.
While Peoples' is proud of its efforts to date, the Company has plans to significantly
increase the scale and impact of its local community efforts in Santa Ana.
As a founding member of the Santa Ana Cannabis Association (SAGA), we are
committed to leveraging the power of the group to undergo larger, sustained
community involvement initiatives. SACA is currently in talks to help fund youth
diversion programs and other after school programs with the Santa Ana Unified
School District.
Peoples' First Choice, LLC will engage its staff in community service events and/or
programs in the City of Santa Ana by requiring each employee participate in a
minimum of 10 community service hours per year.
The abovementioned community benefit and sustainable business practices plan
outlined will be met by having human resources protocols in place to track employee
involvement and properly document Peoples' First Choice, LLC's level of
involvement in local community efforts. These protocols will be logged and properly
stored to be shareable to respective city departments if need be.