request for proposals - san diego...selected proposal. no personal checks will be accepted and no...
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![Page 1: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/1.jpg)
REQUEST FOR PROPOSALS
PROPOSAL DEADLINE 400
June 102011
1
1200 Third Avenue 1700
San Diego CA 92101
HAH Balotsky
19)
The City as the City-owned
Mission Bay Drive San Diego (Property) The Citys goal is to act in the best interest of the public while economic viability of the Propeliy The City is seeking proposals that will ensure a sustainable revenue source -to the City of which are to leasing redeveloplnent
with tenns conditions contained in
A BACKGROUND
of land with a 4600 visibility and
direct access to the current up to 86 vehicles All utilities are connected underground built in March 1969 and was utilized as the San Diego Visitor Infonnation Septen1ber 2010 The Property is unzoned and designated for San Diego Visitor Infonnation by Bay Plan adopted August 2 1 Such uses rental windsurfing kayaking stand up paddle board pedal boat sale and rentals etc
B TYPE OF PROPOSALS SOUGHT
on is to redevelop lease
be to each Proposer~ s advantage to inspect the Property An open scheduled for this purpose with a representative of the eitis Real Assets Department present to answer and tour the Property
Master Plan Update proposal
Each proposal should reflect the Citys desire to have an operator who a high of service to the public while it operates manages and maintains the Property and
in a fiscally responsible manner that the most revenue for the City
-U-hlltU should VVJjlO~V~ guidelines as they apply to liability public health standards Americans with Disabilities Act (ADA) access and the highest standards of maintenance of all facilities and equipment
2
C OPERATIONAL PLAN AND FINANCIAL PROJECTIONS
Proposals must include a conceptual plan for the Property along with any proposed changes or additions to the existing facilities Proposals shall include at a minimum detailed responses for the following requirements
1 A prelilninary site and floor plan showing the general location of all of the existing and any proposed capital ilnprovements and or major equipment on the premises including a developlnent schedule any demolition proposed and construction costs All uses and ilnprovements are subject to approval by the City
2 Annual gross revenue projections from all operations for the proposed tenn of the lease and operational and financial plans
3 Rent percentages by category
The selected Proposer must be prepared to provide tbe necessary trade fixtures and equipment needed to provide a sufficient level of service Title to those fixtures and equiplnent would remain vested in the selected operator
D PROVISIONS OF LEASE
1 Uses The proposed primary use by the City would be the operation and maintenance of a visitor-oriented use cafe restaurant bike andior skate rental windsurfing rental picnic suppJies sale and rentals and other visitorltourist related and incidental purposes as may be first approved by the City
2 Term The proposed tenn must be justified by the Proposer on the basis of capital investment in equipment facilities and in promoting the Property and services to the general public A minimum tenn often (10) years wilJ be considered Longer tenns may be available depending on the proposal andior capita] ilnprovements
3 Rent The Proposer should offer a base rent vs percentage rent Suggested IninilnUtn percentages rent of gross income for business activities are as follow
Percentages Business Activities
Ten percent (10) Operation of visitor information center
Four percent (4) Sale of foodnon-alcoholic beverages Seven percent (7) Sales of alcoholic beverages
Four percent (4 010) Service chargeslbanquetsgratuities
3
of the agreement two percent (2) of any amount paid to the selected operator
Ten percent (10 ) Operation of gift shop
Twenty percent (20) other authorized
Fifty percent (5000) Of all revenue received from any wireless installed and
The annual minimum rent will be adjusted every five years the tenn of the lease to eighty percent (80) of the annual average rents preceding the adjustment
4 accurate caD at all
detennine the nature and amounts of income subject to rental from the operation of the leased premises The records will be periodically audited by the City
5
approval the proposed assignee or sublessee agreeing to revisions to the lease or sublease to reflect market conditions or City requirements that are then current Also no assignee will be approved who is not at least comparable to the onginaJ operator in financial and capabilities to the premIses
6 pay to amount connection with
consideration of a sublease of all or a majority portion of leasehold or two percent (2) of the amount of any loan or encumbrance against the
above to finance
securities
8 Utilities selected Proposer must pay for all utility UhJL(JllcJ~lVlJ required for its operation All utilities shall be installed underground
4
7 ~~~~J~ Proposer shall secure and maintain full compliance with all county and federal and
at own cost
11
9
10
13
15 to
be at cost and IJ bullbull
6
18
2
6
1
5
7
G NONCONFORMING PROPOSALS
The City anticipates leasing the Property under the terms and conditions outlined in this Request for Proposals Proposers are encouraged to offer tenus more favorable to the City than those specified herein Proposers should bear in mind the competitive nature of the proposal process and the fact that the City will be looking for the proposal which offers the best advantage to the City
However the City may also consider proposals offering alternate tenns Proposers requesting reduced rent during construction rent credits or other deviations from the provisions of this RFP and sample lease agreement should specifically address the requested changes in their proposals The City is not obligated to accept any proposal whether confonning or nonconfonning
H PRE-PROPOSAL INSPECTION
To give prospective Proposers an opportunity to view the site and ask ques60ns about the lease agreement proposal submittal and related matters a pre-proposa1 inspection of the Property will be scheduled It is strongly suggested that all Proposers attend the pre-proposal inspection While attendance is not Inand atory it is the sole responsibility of the Proposer to become familiar with the scope of Citys requirements prior to submitting a proposal Submission of a Proposal will be considered evidence that the proposer has familiarized themselves with the nature and extent of the requirements
Date of Pre-Proposal Inspection
Tuesday May 17 201 J
Time 900 am to 1000 am
Place 2688 E Mission Bay Drive San Diego CA 92109 (at 900 am at entrance of the building)
Contact Please contact the proposal coordinator Vladimir Balotsky by May 16 2011 at vbalotskysandiegogov phone (619) 235-5248 fax (619) 236-7606 if you are planning to attend
1 PROPOSAL SUBMISSION
1 Due Date
Proposals must be received at the address listed below no later than 400 pm on Friday June 10 2011
8
Proposals received after that time wil1 not be considered
2 Place ofDe1ivery
All proposals should be delivered to
City of San Diego Real Estate Assets Department 1200 Third Avenue Suite 1700 San Diego CA 92101 Attn Vladimir Balotsky
3 Performance Deposits
All proposals MUST include a cashiers check or certified check in the amount of Five Thousand Dollars ($5000) payable to City Treasurer as a faithful performance deposit to assure that if the proposal is selected by the City that the Proposer wil1 enter in good faith into a lease agreement containing substantially the same terms and conditions as set out in this Request for Proposals and in the selected proposal No personal checks will be accepted and no interest will be paid on deposits All unsuccessful proposers deposits will be refunded within thirty (30) days after the acceptance by the City Council of the successfuI proposers proposal
4 Number of Copies
Proposers are requested to submit five conlplete copies of their proposals All materials submitted by Proposers become the property of the City of San Diego and may not be returned with the exception of the financial infonnation Financial documents upon request wi]] be removed from each proposal and returned to the Proposer upon completion of Citys review
5 Contact Person
The proposal coordinator is Vladimir Balotsky Supervising Property Agent City of San Diego He can be reached at vbalotskysandiegogov phone (619) 235shy5248 fax (619) 236-6706 between 800 am and 500 pm~ Monday through Friday
J PROPOSAL EVALUATION AND SELECTION
The City reserves the right to award the lease to the Proposer who will best serve the interests of the City The City reserves the right based upon its deliberations and in its
9
opinion to accept or reject any or all proposals The also reserves the right to waive minor irregularities or variations to the specifications and in the bidding process Proposals are by an of qualified committee will evaluate responsive proposals based upon the information and references contained in the proposals as subn1itted The COlnlnittee will score and rank all responsive proposals and detennine a minimum three (3) if more than three (3) proposals are to If less than (3)
In step two if it be required to provide an oral presentation by appearing before the evaluation committee or by conference telephone call for clarification purposes only The committee may inspect finalists facilities and perform other as it may detennine The
will the
be required to Council to answer questions for lease award Award of the lease will be based on the evaluation criteria listed below
1 Operational Proposal (Maximum 20 tJUII111J
The quality of the proposal Understanding the needs goals and objectives of the City Responsiveness to requirements described in confonnance with City objectives while providing highest and best use of the Property The extent to which a the of this
IS a ill A
A summary of the Proposers experience and qualifications for this type of enterprise The Proposer should include verification that hehis employees are well qualified to conduct the business past experience of the Proposer in successfully managing an operation of this The Proposer should
at a ~J~lJUiH
3
The amount of rent offered by the Proposer Break even analysis Revenue projections for the proposed tenn of the lease
10
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WITH CITYS
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[Suppon IBALOTSKYSD VISITOR INFORMATION CENTER RFPdoc
13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
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15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
(M) middot (F)
Management amp F lnancia I I I
I middot middot middot middot middot I
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Professional I
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middot I middot I
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AampE Science Computer I I middot I
middot I
I middot middot middot middot I
I I I middot middot
Technical
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middot middot middot I
I I middot
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Sales
middot middot I
I
middot I
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middot middot
Adm inistrative Support
I
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I
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Services I middot middot middot I
I I I
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Crafts I
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I I
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Operative Workers I middot middot middot middot I
I middot middot middot I
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Transportation I
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Laborers
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middotConUuctiOD laborers and other field employees arc not 10 be induded on this page
Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 2: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/2.jpg)
The City as the City-owned
Mission Bay Drive San Diego (Property) The Citys goal is to act in the best interest of the public while economic viability of the Propeliy The City is seeking proposals that will ensure a sustainable revenue source -to the City of which are to leasing redeveloplnent
with tenns conditions contained in
A BACKGROUND
of land with a 4600 visibility and
direct access to the current up to 86 vehicles All utilities are connected underground built in March 1969 and was utilized as the San Diego Visitor Infonnation Septen1ber 2010 The Property is unzoned and designated for San Diego Visitor Infonnation by Bay Plan adopted August 2 1 Such uses rental windsurfing kayaking stand up paddle board pedal boat sale and rentals etc
B TYPE OF PROPOSALS SOUGHT
on is to redevelop lease
be to each Proposer~ s advantage to inspect the Property An open scheduled for this purpose with a representative of the eitis Real Assets Department present to answer and tour the Property
Master Plan Update proposal
Each proposal should reflect the Citys desire to have an operator who a high of service to the public while it operates manages and maintains the Property and
in a fiscally responsible manner that the most revenue for the City
-U-hlltU should VVJjlO~V~ guidelines as they apply to liability public health standards Americans with Disabilities Act (ADA) access and the highest standards of maintenance of all facilities and equipment
2
C OPERATIONAL PLAN AND FINANCIAL PROJECTIONS
Proposals must include a conceptual plan for the Property along with any proposed changes or additions to the existing facilities Proposals shall include at a minimum detailed responses for the following requirements
1 A prelilninary site and floor plan showing the general location of all of the existing and any proposed capital ilnprovements and or major equipment on the premises including a developlnent schedule any demolition proposed and construction costs All uses and ilnprovements are subject to approval by the City
2 Annual gross revenue projections from all operations for the proposed tenn of the lease and operational and financial plans
3 Rent percentages by category
The selected Proposer must be prepared to provide tbe necessary trade fixtures and equipment needed to provide a sufficient level of service Title to those fixtures and equiplnent would remain vested in the selected operator
D PROVISIONS OF LEASE
1 Uses The proposed primary use by the City would be the operation and maintenance of a visitor-oriented use cafe restaurant bike andior skate rental windsurfing rental picnic suppJies sale and rentals and other visitorltourist related and incidental purposes as may be first approved by the City
2 Term The proposed tenn must be justified by the Proposer on the basis of capital investment in equipment facilities and in promoting the Property and services to the general public A minimum tenn often (10) years wilJ be considered Longer tenns may be available depending on the proposal andior capita] ilnprovements
3 Rent The Proposer should offer a base rent vs percentage rent Suggested IninilnUtn percentages rent of gross income for business activities are as follow
Percentages Business Activities
Ten percent (10) Operation of visitor information center
Four percent (4) Sale of foodnon-alcoholic beverages Seven percent (7) Sales of alcoholic beverages
Four percent (4 010) Service chargeslbanquetsgratuities
3
of the agreement two percent (2) of any amount paid to the selected operator
Ten percent (10 ) Operation of gift shop
Twenty percent (20) other authorized
Fifty percent (5000) Of all revenue received from any wireless installed and
The annual minimum rent will be adjusted every five years the tenn of the lease to eighty percent (80) of the annual average rents preceding the adjustment
4 accurate caD at all
detennine the nature and amounts of income subject to rental from the operation of the leased premises The records will be periodically audited by the City
5
approval the proposed assignee or sublessee agreeing to revisions to the lease or sublease to reflect market conditions or City requirements that are then current Also no assignee will be approved who is not at least comparable to the onginaJ operator in financial and capabilities to the premIses
6 pay to amount connection with
consideration of a sublease of all or a majority portion of leasehold or two percent (2) of the amount of any loan or encumbrance against the
above to finance
securities
8 Utilities selected Proposer must pay for all utility UhJL(JllcJ~lVlJ required for its operation All utilities shall be installed underground
4
7 ~~~~J~ Proposer shall secure and maintain full compliance with all county and federal and
at own cost
11
9
10
13
15 to
be at cost and IJ bullbull
6
18
2
6
1
5
7
G NONCONFORMING PROPOSALS
The City anticipates leasing the Property under the terms and conditions outlined in this Request for Proposals Proposers are encouraged to offer tenus more favorable to the City than those specified herein Proposers should bear in mind the competitive nature of the proposal process and the fact that the City will be looking for the proposal which offers the best advantage to the City
However the City may also consider proposals offering alternate tenns Proposers requesting reduced rent during construction rent credits or other deviations from the provisions of this RFP and sample lease agreement should specifically address the requested changes in their proposals The City is not obligated to accept any proposal whether confonning or nonconfonning
H PRE-PROPOSAL INSPECTION
To give prospective Proposers an opportunity to view the site and ask ques60ns about the lease agreement proposal submittal and related matters a pre-proposa1 inspection of the Property will be scheduled It is strongly suggested that all Proposers attend the pre-proposal inspection While attendance is not Inand atory it is the sole responsibility of the Proposer to become familiar with the scope of Citys requirements prior to submitting a proposal Submission of a Proposal will be considered evidence that the proposer has familiarized themselves with the nature and extent of the requirements
Date of Pre-Proposal Inspection
Tuesday May 17 201 J
Time 900 am to 1000 am
Place 2688 E Mission Bay Drive San Diego CA 92109 (at 900 am at entrance of the building)
Contact Please contact the proposal coordinator Vladimir Balotsky by May 16 2011 at vbalotskysandiegogov phone (619) 235-5248 fax (619) 236-7606 if you are planning to attend
1 PROPOSAL SUBMISSION
1 Due Date
Proposals must be received at the address listed below no later than 400 pm on Friday June 10 2011
8
Proposals received after that time wil1 not be considered
2 Place ofDe1ivery
All proposals should be delivered to
City of San Diego Real Estate Assets Department 1200 Third Avenue Suite 1700 San Diego CA 92101 Attn Vladimir Balotsky
3 Performance Deposits
All proposals MUST include a cashiers check or certified check in the amount of Five Thousand Dollars ($5000) payable to City Treasurer as a faithful performance deposit to assure that if the proposal is selected by the City that the Proposer wil1 enter in good faith into a lease agreement containing substantially the same terms and conditions as set out in this Request for Proposals and in the selected proposal No personal checks will be accepted and no interest will be paid on deposits All unsuccessful proposers deposits will be refunded within thirty (30) days after the acceptance by the City Council of the successfuI proposers proposal
4 Number of Copies
Proposers are requested to submit five conlplete copies of their proposals All materials submitted by Proposers become the property of the City of San Diego and may not be returned with the exception of the financial infonnation Financial documents upon request wi]] be removed from each proposal and returned to the Proposer upon completion of Citys review
5 Contact Person
The proposal coordinator is Vladimir Balotsky Supervising Property Agent City of San Diego He can be reached at vbalotskysandiegogov phone (619) 235shy5248 fax (619) 236-6706 between 800 am and 500 pm~ Monday through Friday
J PROPOSAL EVALUATION AND SELECTION
The City reserves the right to award the lease to the Proposer who will best serve the interests of the City The City reserves the right based upon its deliberations and in its
9
opinion to accept or reject any or all proposals The also reserves the right to waive minor irregularities or variations to the specifications and in the bidding process Proposals are by an of qualified committee will evaluate responsive proposals based upon the information and references contained in the proposals as subn1itted The COlnlnittee will score and rank all responsive proposals and detennine a minimum three (3) if more than three (3) proposals are to If less than (3)
In step two if it be required to provide an oral presentation by appearing before the evaluation committee or by conference telephone call for clarification purposes only The committee may inspect finalists facilities and perform other as it may detennine The
will the
be required to Council to answer questions for lease award Award of the lease will be based on the evaluation criteria listed below
1 Operational Proposal (Maximum 20 tJUII111J
The quality of the proposal Understanding the needs goals and objectives of the City Responsiveness to requirements described in confonnance with City objectives while providing highest and best use of the Property The extent to which a the of this
IS a ill A
A summary of the Proposers experience and qualifications for this type of enterprise The Proposer should include verification that hehis employees are well qualified to conduct the business past experience of the Proposer in successfully managing an operation of this The Proposer should
at a ~J~lJUiH
3
The amount of rent offered by the Proposer Break even analysis Revenue projections for the proposed tenn of the lease
10
4
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WITH CITYS
a
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12
b
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1 2 3
5
[Suppon IBALOTSKYSD VISITOR INFORMATION CENTER RFPdoc
13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
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15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
(M) middot (F)
Management amp F lnancia I I I
I middot middot middot middot middot I
I
I
I middot middot I
Professional I
I I
middot I
middot I middot I
I
I middot
I I
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AampE Science Computer I I middot I
middot I
I middot middot middot middot I
I I I middot middot
Technical
I
I
middot middot middot middot
I
middot middot middot I
I I middot
I
I
I
Sales
middot middot I
I
middot I
I
I middot middot middot middot I I
middot middot
Adm inistrative Support
I
I
I
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I middot I I
middot middot middot middot I
I
I
I
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Services I middot middot middot I
I I I
I
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I middot middot I
I
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Crafts I
I
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I middot middot I middot middot middot
I I
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I
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Operative Workers I middot middot middot middot I
I middot middot middot I
I
I
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Transportation I
I I
I middot middot I middot middot middot
I
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Laborers
I I
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t
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middotConUuctiOD laborers and other field employees arc not 10 be induded on this page
Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 3: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/3.jpg)
C OPERATIONAL PLAN AND FINANCIAL PROJECTIONS
Proposals must include a conceptual plan for the Property along with any proposed changes or additions to the existing facilities Proposals shall include at a minimum detailed responses for the following requirements
1 A prelilninary site and floor plan showing the general location of all of the existing and any proposed capital ilnprovements and or major equipment on the premises including a developlnent schedule any demolition proposed and construction costs All uses and ilnprovements are subject to approval by the City
2 Annual gross revenue projections from all operations for the proposed tenn of the lease and operational and financial plans
3 Rent percentages by category
The selected Proposer must be prepared to provide tbe necessary trade fixtures and equipment needed to provide a sufficient level of service Title to those fixtures and equiplnent would remain vested in the selected operator
D PROVISIONS OF LEASE
1 Uses The proposed primary use by the City would be the operation and maintenance of a visitor-oriented use cafe restaurant bike andior skate rental windsurfing rental picnic suppJies sale and rentals and other visitorltourist related and incidental purposes as may be first approved by the City
2 Term The proposed tenn must be justified by the Proposer on the basis of capital investment in equipment facilities and in promoting the Property and services to the general public A minimum tenn often (10) years wilJ be considered Longer tenns may be available depending on the proposal andior capita] ilnprovements
3 Rent The Proposer should offer a base rent vs percentage rent Suggested IninilnUtn percentages rent of gross income for business activities are as follow
Percentages Business Activities
Ten percent (10) Operation of visitor information center
Four percent (4) Sale of foodnon-alcoholic beverages Seven percent (7) Sales of alcoholic beverages
Four percent (4 010) Service chargeslbanquetsgratuities
3
of the agreement two percent (2) of any amount paid to the selected operator
Ten percent (10 ) Operation of gift shop
Twenty percent (20) other authorized
Fifty percent (5000) Of all revenue received from any wireless installed and
The annual minimum rent will be adjusted every five years the tenn of the lease to eighty percent (80) of the annual average rents preceding the adjustment
4 accurate caD at all
detennine the nature and amounts of income subject to rental from the operation of the leased premises The records will be periodically audited by the City
5
approval the proposed assignee or sublessee agreeing to revisions to the lease or sublease to reflect market conditions or City requirements that are then current Also no assignee will be approved who is not at least comparable to the onginaJ operator in financial and capabilities to the premIses
6 pay to amount connection with
consideration of a sublease of all or a majority portion of leasehold or two percent (2) of the amount of any loan or encumbrance against the
above to finance
securities
8 Utilities selected Proposer must pay for all utility UhJL(JllcJ~lVlJ required for its operation All utilities shall be installed underground
4
7 ~~~~J~ Proposer shall secure and maintain full compliance with all county and federal and
at own cost
11
9
10
13
15 to
be at cost and IJ bullbull
6
18
2
6
1
5
7
G NONCONFORMING PROPOSALS
The City anticipates leasing the Property under the terms and conditions outlined in this Request for Proposals Proposers are encouraged to offer tenus more favorable to the City than those specified herein Proposers should bear in mind the competitive nature of the proposal process and the fact that the City will be looking for the proposal which offers the best advantage to the City
However the City may also consider proposals offering alternate tenns Proposers requesting reduced rent during construction rent credits or other deviations from the provisions of this RFP and sample lease agreement should specifically address the requested changes in their proposals The City is not obligated to accept any proposal whether confonning or nonconfonning
H PRE-PROPOSAL INSPECTION
To give prospective Proposers an opportunity to view the site and ask ques60ns about the lease agreement proposal submittal and related matters a pre-proposa1 inspection of the Property will be scheduled It is strongly suggested that all Proposers attend the pre-proposal inspection While attendance is not Inand atory it is the sole responsibility of the Proposer to become familiar with the scope of Citys requirements prior to submitting a proposal Submission of a Proposal will be considered evidence that the proposer has familiarized themselves with the nature and extent of the requirements
Date of Pre-Proposal Inspection
Tuesday May 17 201 J
Time 900 am to 1000 am
Place 2688 E Mission Bay Drive San Diego CA 92109 (at 900 am at entrance of the building)
Contact Please contact the proposal coordinator Vladimir Balotsky by May 16 2011 at vbalotskysandiegogov phone (619) 235-5248 fax (619) 236-7606 if you are planning to attend
1 PROPOSAL SUBMISSION
1 Due Date
Proposals must be received at the address listed below no later than 400 pm on Friday June 10 2011
8
Proposals received after that time wil1 not be considered
2 Place ofDe1ivery
All proposals should be delivered to
City of San Diego Real Estate Assets Department 1200 Third Avenue Suite 1700 San Diego CA 92101 Attn Vladimir Balotsky
3 Performance Deposits
All proposals MUST include a cashiers check or certified check in the amount of Five Thousand Dollars ($5000) payable to City Treasurer as a faithful performance deposit to assure that if the proposal is selected by the City that the Proposer wil1 enter in good faith into a lease agreement containing substantially the same terms and conditions as set out in this Request for Proposals and in the selected proposal No personal checks will be accepted and no interest will be paid on deposits All unsuccessful proposers deposits will be refunded within thirty (30) days after the acceptance by the City Council of the successfuI proposers proposal
4 Number of Copies
Proposers are requested to submit five conlplete copies of their proposals All materials submitted by Proposers become the property of the City of San Diego and may not be returned with the exception of the financial infonnation Financial documents upon request wi]] be removed from each proposal and returned to the Proposer upon completion of Citys review
5 Contact Person
The proposal coordinator is Vladimir Balotsky Supervising Property Agent City of San Diego He can be reached at vbalotskysandiegogov phone (619) 235shy5248 fax (619) 236-6706 between 800 am and 500 pm~ Monday through Friday
J PROPOSAL EVALUATION AND SELECTION
The City reserves the right to award the lease to the Proposer who will best serve the interests of the City The City reserves the right based upon its deliberations and in its
9
opinion to accept or reject any or all proposals The also reserves the right to waive minor irregularities or variations to the specifications and in the bidding process Proposals are by an of qualified committee will evaluate responsive proposals based upon the information and references contained in the proposals as subn1itted The COlnlnittee will score and rank all responsive proposals and detennine a minimum three (3) if more than three (3) proposals are to If less than (3)
In step two if it be required to provide an oral presentation by appearing before the evaluation committee or by conference telephone call for clarification purposes only The committee may inspect finalists facilities and perform other as it may detennine The
will the
be required to Council to answer questions for lease award Award of the lease will be based on the evaluation criteria listed below
1 Operational Proposal (Maximum 20 tJUII111J
The quality of the proposal Understanding the needs goals and objectives of the City Responsiveness to requirements described in confonnance with City objectives while providing highest and best use of the Property The extent to which a the of this
IS a ill A
A summary of the Proposers experience and qualifications for this type of enterprise The Proposer should include verification that hehis employees are well qualified to conduct the business past experience of the Proposer in successfully managing an operation of this The Proposer should
at a ~J~lJUiH
3
The amount of rent offered by the Proposer Break even analysis Revenue projections for the proposed tenn of the lease
10
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[Suppon IBALOTSKYSD VISITOR INFORMATION CENTER RFPdoc
13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
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15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
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Totals Each Column
IGrand Total All Employees
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Board of Directors middot middot I
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Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 4: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/4.jpg)
of the agreement two percent (2) of any amount paid to the selected operator
Ten percent (10 ) Operation of gift shop
Twenty percent (20) other authorized
Fifty percent (5000) Of all revenue received from any wireless installed and
The annual minimum rent will be adjusted every five years the tenn of the lease to eighty percent (80) of the annual average rents preceding the adjustment
4 accurate caD at all
detennine the nature and amounts of income subject to rental from the operation of the leased premises The records will be periodically audited by the City
5
approval the proposed assignee or sublessee agreeing to revisions to the lease or sublease to reflect market conditions or City requirements that are then current Also no assignee will be approved who is not at least comparable to the onginaJ operator in financial and capabilities to the premIses
6 pay to amount connection with
consideration of a sublease of all or a majority portion of leasehold or two percent (2) of the amount of any loan or encumbrance against the
above to finance
securities
8 Utilities selected Proposer must pay for all utility UhJL(JllcJ~lVlJ required for its operation All utilities shall be installed underground
4
7 ~~~~J~ Proposer shall secure and maintain full compliance with all county and federal and
at own cost
11
9
10
13
15 to
be at cost and IJ bullbull
6
18
2
6
1
5
7
G NONCONFORMING PROPOSALS
The City anticipates leasing the Property under the terms and conditions outlined in this Request for Proposals Proposers are encouraged to offer tenus more favorable to the City than those specified herein Proposers should bear in mind the competitive nature of the proposal process and the fact that the City will be looking for the proposal which offers the best advantage to the City
However the City may also consider proposals offering alternate tenns Proposers requesting reduced rent during construction rent credits or other deviations from the provisions of this RFP and sample lease agreement should specifically address the requested changes in their proposals The City is not obligated to accept any proposal whether confonning or nonconfonning
H PRE-PROPOSAL INSPECTION
To give prospective Proposers an opportunity to view the site and ask ques60ns about the lease agreement proposal submittal and related matters a pre-proposa1 inspection of the Property will be scheduled It is strongly suggested that all Proposers attend the pre-proposal inspection While attendance is not Inand atory it is the sole responsibility of the Proposer to become familiar with the scope of Citys requirements prior to submitting a proposal Submission of a Proposal will be considered evidence that the proposer has familiarized themselves with the nature and extent of the requirements
Date of Pre-Proposal Inspection
Tuesday May 17 201 J
Time 900 am to 1000 am
Place 2688 E Mission Bay Drive San Diego CA 92109 (at 900 am at entrance of the building)
Contact Please contact the proposal coordinator Vladimir Balotsky by May 16 2011 at vbalotskysandiegogov phone (619) 235-5248 fax (619) 236-7606 if you are planning to attend
1 PROPOSAL SUBMISSION
1 Due Date
Proposals must be received at the address listed below no later than 400 pm on Friday June 10 2011
8
Proposals received after that time wil1 not be considered
2 Place ofDe1ivery
All proposals should be delivered to
City of San Diego Real Estate Assets Department 1200 Third Avenue Suite 1700 San Diego CA 92101 Attn Vladimir Balotsky
3 Performance Deposits
All proposals MUST include a cashiers check or certified check in the amount of Five Thousand Dollars ($5000) payable to City Treasurer as a faithful performance deposit to assure that if the proposal is selected by the City that the Proposer wil1 enter in good faith into a lease agreement containing substantially the same terms and conditions as set out in this Request for Proposals and in the selected proposal No personal checks will be accepted and no interest will be paid on deposits All unsuccessful proposers deposits will be refunded within thirty (30) days after the acceptance by the City Council of the successfuI proposers proposal
4 Number of Copies
Proposers are requested to submit five conlplete copies of their proposals All materials submitted by Proposers become the property of the City of San Diego and may not be returned with the exception of the financial infonnation Financial documents upon request wi]] be removed from each proposal and returned to the Proposer upon completion of Citys review
5 Contact Person
The proposal coordinator is Vladimir Balotsky Supervising Property Agent City of San Diego He can be reached at vbalotskysandiegogov phone (619) 235shy5248 fax (619) 236-6706 between 800 am and 500 pm~ Monday through Friday
J PROPOSAL EVALUATION AND SELECTION
The City reserves the right to award the lease to the Proposer who will best serve the interests of the City The City reserves the right based upon its deliberations and in its
9
opinion to accept or reject any or all proposals The also reserves the right to waive minor irregularities or variations to the specifications and in the bidding process Proposals are by an of qualified committee will evaluate responsive proposals based upon the information and references contained in the proposals as subn1itted The COlnlnittee will score and rank all responsive proposals and detennine a minimum three (3) if more than three (3) proposals are to If less than (3)
In step two if it be required to provide an oral presentation by appearing before the evaluation committee or by conference telephone call for clarification purposes only The committee may inspect finalists facilities and perform other as it may detennine The
will the
be required to Council to answer questions for lease award Award of the lease will be based on the evaluation criteria listed below
1 Operational Proposal (Maximum 20 tJUII111J
The quality of the proposal Understanding the needs goals and objectives of the City Responsiveness to requirements described in confonnance with City objectives while providing highest and best use of the Property The extent to which a the of this
IS a ill A
A summary of the Proposers experience and qualifications for this type of enterprise The Proposer should include verification that hehis employees are well qualified to conduct the business past experience of the Proposer in successfully managing an operation of this The Proposer should
at a ~J~lJUiH
3
The amount of rent offered by the Proposer Break even analysis Revenue projections for the proposed tenn of the lease
10
4
to
5
to
costs UD)sers In
ltJLJJ rrlrrl rr th is
with
WITH CITYS
a
contents
12
b
c
T
not a
U
1 2 3
5
[Suppon IBALOTSKYSD VISITOR INFORMATION CENTER RFPdoc
13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
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15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
(M) middot (F)
Management amp F lnancia I I I
I middot middot middot middot middot I
I
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I middot middot I
Professional I
I I
middot I
middot I middot I
I
I middot
I I
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AampE Science Computer I I middot I
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I middot middot middot middot I
I I I middot middot
Technical
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middot middot middot I
I I middot
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Sales
middot middot I
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I middot middot middot middot I I
middot middot
Adm inistrative Support
I
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I middot I I
middot middot middot middot I
I
I
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Services I middot middot middot I
I I I
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Crafts I
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I middot middot I middot middot middot
I I
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I middot middot middot I
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t
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middotConUuctiOD laborers and other field employees arc not 10 be induded on this page
Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
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11
9
10
13
15 to
be at cost and IJ bullbull
6
18
2
6
1
5
7
G NONCONFORMING PROPOSALS
The City anticipates leasing the Property under the terms and conditions outlined in this Request for Proposals Proposers are encouraged to offer tenus more favorable to the City than those specified herein Proposers should bear in mind the competitive nature of the proposal process and the fact that the City will be looking for the proposal which offers the best advantage to the City
However the City may also consider proposals offering alternate tenns Proposers requesting reduced rent during construction rent credits or other deviations from the provisions of this RFP and sample lease agreement should specifically address the requested changes in their proposals The City is not obligated to accept any proposal whether confonning or nonconfonning
H PRE-PROPOSAL INSPECTION
To give prospective Proposers an opportunity to view the site and ask ques60ns about the lease agreement proposal submittal and related matters a pre-proposa1 inspection of the Property will be scheduled It is strongly suggested that all Proposers attend the pre-proposal inspection While attendance is not Inand atory it is the sole responsibility of the Proposer to become familiar with the scope of Citys requirements prior to submitting a proposal Submission of a Proposal will be considered evidence that the proposer has familiarized themselves with the nature and extent of the requirements
Date of Pre-Proposal Inspection
Tuesday May 17 201 J
Time 900 am to 1000 am
Place 2688 E Mission Bay Drive San Diego CA 92109 (at 900 am at entrance of the building)
Contact Please contact the proposal coordinator Vladimir Balotsky by May 16 2011 at vbalotskysandiegogov phone (619) 235-5248 fax (619) 236-7606 if you are planning to attend
1 PROPOSAL SUBMISSION
1 Due Date
Proposals must be received at the address listed below no later than 400 pm on Friday June 10 2011
8
Proposals received after that time wil1 not be considered
2 Place ofDe1ivery
All proposals should be delivered to
City of San Diego Real Estate Assets Department 1200 Third Avenue Suite 1700 San Diego CA 92101 Attn Vladimir Balotsky
3 Performance Deposits
All proposals MUST include a cashiers check or certified check in the amount of Five Thousand Dollars ($5000) payable to City Treasurer as a faithful performance deposit to assure that if the proposal is selected by the City that the Proposer wil1 enter in good faith into a lease agreement containing substantially the same terms and conditions as set out in this Request for Proposals and in the selected proposal No personal checks will be accepted and no interest will be paid on deposits All unsuccessful proposers deposits will be refunded within thirty (30) days after the acceptance by the City Council of the successfuI proposers proposal
4 Number of Copies
Proposers are requested to submit five conlplete copies of their proposals All materials submitted by Proposers become the property of the City of San Diego and may not be returned with the exception of the financial infonnation Financial documents upon request wi]] be removed from each proposal and returned to the Proposer upon completion of Citys review
5 Contact Person
The proposal coordinator is Vladimir Balotsky Supervising Property Agent City of San Diego He can be reached at vbalotskysandiegogov phone (619) 235shy5248 fax (619) 236-6706 between 800 am and 500 pm~ Monday through Friday
J PROPOSAL EVALUATION AND SELECTION
The City reserves the right to award the lease to the Proposer who will best serve the interests of the City The City reserves the right based upon its deliberations and in its
9
opinion to accept or reject any or all proposals The also reserves the right to waive minor irregularities or variations to the specifications and in the bidding process Proposals are by an of qualified committee will evaluate responsive proposals based upon the information and references contained in the proposals as subn1itted The COlnlnittee will score and rank all responsive proposals and detennine a minimum three (3) if more than three (3) proposals are to If less than (3)
In step two if it be required to provide an oral presentation by appearing before the evaluation committee or by conference telephone call for clarification purposes only The committee may inspect finalists facilities and perform other as it may detennine The
will the
be required to Council to answer questions for lease award Award of the lease will be based on the evaluation criteria listed below
1 Operational Proposal (Maximum 20 tJUII111J
The quality of the proposal Understanding the needs goals and objectives of the City Responsiveness to requirements described in confonnance with City objectives while providing highest and best use of the Property The extent to which a the of this
IS a ill A
A summary of the Proposers experience and qualifications for this type of enterprise The Proposer should include verification that hehis employees are well qualified to conduct the business past experience of the Proposer in successfully managing an operation of this The Proposer should
at a ~J~lJUiH
3
The amount of rent offered by the Proposer Break even analysis Revenue projections for the proposed tenn of the lease
10
4
to
5
to
costs UD)sers In
ltJLJJ rrlrrl rr th is
with
WITH CITYS
a
contents
12
b
c
T
not a
U
1 2 3
5
[Suppon IBALOTSKYSD VISITOR INFORMATION CENTER RFPdoc
13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
~ L _~ J ) I I ~
1 1I t
_ f L )
r f p ~bullbull
9-I ~ 1 middot Eliltgt ~
J- i=f r 1r oa 3I bull
middotr
reg
-fl
I r shy41 -1 middot 1=1
bull I
-
y
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~
~
laquos - hLt bull bull -yf
-
~ middotI
c l vmiddot-r ~ = ~ ~~
f Cgt~~oe middot l
~ ~ r ~ 1J
f(4~U middot
bull t p middotl ~ bull
11 - middot1middot o
tf ~ ~ICI ~ CltlrT tJ bull b middot ~04
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(1-( t
I I
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I~ LI~ll oJ ~
1 I
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t
~~~~ Gj~middotlt t~ jaI~Imiddotl~1 Gj)~I
1~ T f rAN ~F 1 all I I~ IT HlNti bull AhD JESI~~lImiddotmS
iIS S1(1- D~Y ~Jl - nm sp - (I ~ t T1 -t SE~ 1(llJ - j MIlE ~ S-Li DlIGO )LJI T(l~J1 HITE~
SA~ ])1 tGu ~O~TJ~r~ - f j MILE) U[~ - ~ M[LE~
L~ TCU~ - ~ 3 lnLIS
15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
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Professional I
I I
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Totals Each Column
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Non-Profit Organizations Only
Board of Directors middot middot I
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Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 6: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/6.jpg)
be at cost and IJ bullbull
6
18
2
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1
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7
G NONCONFORMING PROPOSALS
The City anticipates leasing the Property under the terms and conditions outlined in this Request for Proposals Proposers are encouraged to offer tenus more favorable to the City than those specified herein Proposers should bear in mind the competitive nature of the proposal process and the fact that the City will be looking for the proposal which offers the best advantage to the City
However the City may also consider proposals offering alternate tenns Proposers requesting reduced rent during construction rent credits or other deviations from the provisions of this RFP and sample lease agreement should specifically address the requested changes in their proposals The City is not obligated to accept any proposal whether confonning or nonconfonning
H PRE-PROPOSAL INSPECTION
To give prospective Proposers an opportunity to view the site and ask ques60ns about the lease agreement proposal submittal and related matters a pre-proposa1 inspection of the Property will be scheduled It is strongly suggested that all Proposers attend the pre-proposal inspection While attendance is not Inand atory it is the sole responsibility of the Proposer to become familiar with the scope of Citys requirements prior to submitting a proposal Submission of a Proposal will be considered evidence that the proposer has familiarized themselves with the nature and extent of the requirements
Date of Pre-Proposal Inspection
Tuesday May 17 201 J
Time 900 am to 1000 am
Place 2688 E Mission Bay Drive San Diego CA 92109 (at 900 am at entrance of the building)
Contact Please contact the proposal coordinator Vladimir Balotsky by May 16 2011 at vbalotskysandiegogov phone (619) 235-5248 fax (619) 236-7606 if you are planning to attend
1 PROPOSAL SUBMISSION
1 Due Date
Proposals must be received at the address listed below no later than 400 pm on Friday June 10 2011
8
Proposals received after that time wil1 not be considered
2 Place ofDe1ivery
All proposals should be delivered to
City of San Diego Real Estate Assets Department 1200 Third Avenue Suite 1700 San Diego CA 92101 Attn Vladimir Balotsky
3 Performance Deposits
All proposals MUST include a cashiers check or certified check in the amount of Five Thousand Dollars ($5000) payable to City Treasurer as a faithful performance deposit to assure that if the proposal is selected by the City that the Proposer wil1 enter in good faith into a lease agreement containing substantially the same terms and conditions as set out in this Request for Proposals and in the selected proposal No personal checks will be accepted and no interest will be paid on deposits All unsuccessful proposers deposits will be refunded within thirty (30) days after the acceptance by the City Council of the successfuI proposers proposal
4 Number of Copies
Proposers are requested to submit five conlplete copies of their proposals All materials submitted by Proposers become the property of the City of San Diego and may not be returned with the exception of the financial infonnation Financial documents upon request wi]] be removed from each proposal and returned to the Proposer upon completion of Citys review
5 Contact Person
The proposal coordinator is Vladimir Balotsky Supervising Property Agent City of San Diego He can be reached at vbalotskysandiegogov phone (619) 235shy5248 fax (619) 236-6706 between 800 am and 500 pm~ Monday through Friday
J PROPOSAL EVALUATION AND SELECTION
The City reserves the right to award the lease to the Proposer who will best serve the interests of the City The City reserves the right based upon its deliberations and in its
9
opinion to accept or reject any or all proposals The also reserves the right to waive minor irregularities or variations to the specifications and in the bidding process Proposals are by an of qualified committee will evaluate responsive proposals based upon the information and references contained in the proposals as subn1itted The COlnlnittee will score and rank all responsive proposals and detennine a minimum three (3) if more than three (3) proposals are to If less than (3)
In step two if it be required to provide an oral presentation by appearing before the evaluation committee or by conference telephone call for clarification purposes only The committee may inspect finalists facilities and perform other as it may detennine The
will the
be required to Council to answer questions for lease award Award of the lease will be based on the evaluation criteria listed below
1 Operational Proposal (Maximum 20 tJUII111J
The quality of the proposal Understanding the needs goals and objectives of the City Responsiveness to requirements described in confonnance with City objectives while providing highest and best use of the Property The extent to which a the of this
IS a ill A
A summary of the Proposers experience and qualifications for this type of enterprise The Proposer should include verification that hehis employees are well qualified to conduct the business past experience of the Proposer in successfully managing an operation of this The Proposer should
at a ~J~lJUiH
3
The amount of rent offered by the Proposer Break even analysis Revenue projections for the proposed tenn of the lease
10
4
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5
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WITH CITYS
a
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12
b
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5
[Suppon IBALOTSKYSD VISITOR INFORMATION CENTER RFPdoc
13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
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15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
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Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 7: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/7.jpg)
1
5
7
G NONCONFORMING PROPOSALS
The City anticipates leasing the Property under the terms and conditions outlined in this Request for Proposals Proposers are encouraged to offer tenus more favorable to the City than those specified herein Proposers should bear in mind the competitive nature of the proposal process and the fact that the City will be looking for the proposal which offers the best advantage to the City
However the City may also consider proposals offering alternate tenns Proposers requesting reduced rent during construction rent credits or other deviations from the provisions of this RFP and sample lease agreement should specifically address the requested changes in their proposals The City is not obligated to accept any proposal whether confonning or nonconfonning
H PRE-PROPOSAL INSPECTION
To give prospective Proposers an opportunity to view the site and ask ques60ns about the lease agreement proposal submittal and related matters a pre-proposa1 inspection of the Property will be scheduled It is strongly suggested that all Proposers attend the pre-proposal inspection While attendance is not Inand atory it is the sole responsibility of the Proposer to become familiar with the scope of Citys requirements prior to submitting a proposal Submission of a Proposal will be considered evidence that the proposer has familiarized themselves with the nature and extent of the requirements
Date of Pre-Proposal Inspection
Tuesday May 17 201 J
Time 900 am to 1000 am
Place 2688 E Mission Bay Drive San Diego CA 92109 (at 900 am at entrance of the building)
Contact Please contact the proposal coordinator Vladimir Balotsky by May 16 2011 at vbalotskysandiegogov phone (619) 235-5248 fax (619) 236-7606 if you are planning to attend
1 PROPOSAL SUBMISSION
1 Due Date
Proposals must be received at the address listed below no later than 400 pm on Friday June 10 2011
8
Proposals received after that time wil1 not be considered
2 Place ofDe1ivery
All proposals should be delivered to
City of San Diego Real Estate Assets Department 1200 Third Avenue Suite 1700 San Diego CA 92101 Attn Vladimir Balotsky
3 Performance Deposits
All proposals MUST include a cashiers check or certified check in the amount of Five Thousand Dollars ($5000) payable to City Treasurer as a faithful performance deposit to assure that if the proposal is selected by the City that the Proposer wil1 enter in good faith into a lease agreement containing substantially the same terms and conditions as set out in this Request for Proposals and in the selected proposal No personal checks will be accepted and no interest will be paid on deposits All unsuccessful proposers deposits will be refunded within thirty (30) days after the acceptance by the City Council of the successfuI proposers proposal
4 Number of Copies
Proposers are requested to submit five conlplete copies of their proposals All materials submitted by Proposers become the property of the City of San Diego and may not be returned with the exception of the financial infonnation Financial documents upon request wi]] be removed from each proposal and returned to the Proposer upon completion of Citys review
5 Contact Person
The proposal coordinator is Vladimir Balotsky Supervising Property Agent City of San Diego He can be reached at vbalotskysandiegogov phone (619) 235shy5248 fax (619) 236-6706 between 800 am and 500 pm~ Monday through Friday
J PROPOSAL EVALUATION AND SELECTION
The City reserves the right to award the lease to the Proposer who will best serve the interests of the City The City reserves the right based upon its deliberations and in its
9
opinion to accept or reject any or all proposals The also reserves the right to waive minor irregularities or variations to the specifications and in the bidding process Proposals are by an of qualified committee will evaluate responsive proposals based upon the information and references contained in the proposals as subn1itted The COlnlnittee will score and rank all responsive proposals and detennine a minimum three (3) if more than three (3) proposals are to If less than (3)
In step two if it be required to provide an oral presentation by appearing before the evaluation committee or by conference telephone call for clarification purposes only The committee may inspect finalists facilities and perform other as it may detennine The
will the
be required to Council to answer questions for lease award Award of the lease will be based on the evaluation criteria listed below
1 Operational Proposal (Maximum 20 tJUII111J
The quality of the proposal Understanding the needs goals and objectives of the City Responsiveness to requirements described in confonnance with City objectives while providing highest and best use of the Property The extent to which a the of this
IS a ill A
A summary of the Proposers experience and qualifications for this type of enterprise The Proposer should include verification that hehis employees are well qualified to conduct the business past experience of the Proposer in successfully managing an operation of this The Proposer should
at a ~J~lJUiH
3
The amount of rent offered by the Proposer Break even analysis Revenue projections for the proposed tenn of the lease
10
4
to
5
to
costs UD)sers In
ltJLJJ rrlrrl rr th is
with
WITH CITYS
a
contents
12
b
c
T
not a
U
1 2 3
5
[Suppon IBALOTSKYSD VISITOR INFORMATION CENTER RFPdoc
13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
~ L _~ J ) I I ~
1 1I t
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r f p ~bullbull
9-I ~ 1 middot Eliltgt ~
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iIS S1(1- D~Y ~Jl - nm sp - (I ~ t T1 -t SE~ 1(llJ - j MIlE ~ S-Li DlIGO )LJI T(l~J1 HITE~
SA~ ])1 tGu ~O~TJ~r~ - f j MILE) U[~ - ~ M[LE~
L~ TCU~ - ~ 3 lnLIS
15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
(M) middot (F)
Management amp F lnancia I I I
I middot middot middot middot middot I
I
I
I middot middot I
Professional I
I I
middot I
middot I middot I
I
I middot
I I
I
I middot
AampE Science Computer I I middot I
middot I
I middot middot middot middot I
I I I middot middot
Technical
I
I
middot middot middot middot
I
middot middot middot I
I I middot
I
I
I
Sales
middot middot I
I
middot I
I
I middot middot middot middot I I
middot middot
Adm inistrative Support
I
I
I
I
I middot I I
middot middot middot middot I
I
I
I
middot I
Services I middot middot middot I
I I I
I
I
I middot middot I
I
I
middot middot middot
Crafts I
I
I
I middot middot I middot middot middot
I I
I
I
middot I
I
I
Operative Workers I middot middot middot middot I
I middot middot middot I
I
I
I
I
Transportation I
I I
I middot middot I middot middot middot
I
I I
middot I
I I
Laborers
I I
I
middot middot middot I I
I
I
middot I
t
middot I middot middot I
middotConUuctiOD laborers and other field employees arc not 10 be induded on this page
Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 8: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/8.jpg)
G NONCONFORMING PROPOSALS
The City anticipates leasing the Property under the terms and conditions outlined in this Request for Proposals Proposers are encouraged to offer tenus more favorable to the City than those specified herein Proposers should bear in mind the competitive nature of the proposal process and the fact that the City will be looking for the proposal which offers the best advantage to the City
However the City may also consider proposals offering alternate tenns Proposers requesting reduced rent during construction rent credits or other deviations from the provisions of this RFP and sample lease agreement should specifically address the requested changes in their proposals The City is not obligated to accept any proposal whether confonning or nonconfonning
H PRE-PROPOSAL INSPECTION
To give prospective Proposers an opportunity to view the site and ask ques60ns about the lease agreement proposal submittal and related matters a pre-proposa1 inspection of the Property will be scheduled It is strongly suggested that all Proposers attend the pre-proposal inspection While attendance is not Inand atory it is the sole responsibility of the Proposer to become familiar with the scope of Citys requirements prior to submitting a proposal Submission of a Proposal will be considered evidence that the proposer has familiarized themselves with the nature and extent of the requirements
Date of Pre-Proposal Inspection
Tuesday May 17 201 J
Time 900 am to 1000 am
Place 2688 E Mission Bay Drive San Diego CA 92109 (at 900 am at entrance of the building)
Contact Please contact the proposal coordinator Vladimir Balotsky by May 16 2011 at vbalotskysandiegogov phone (619) 235-5248 fax (619) 236-7606 if you are planning to attend
1 PROPOSAL SUBMISSION
1 Due Date
Proposals must be received at the address listed below no later than 400 pm on Friday June 10 2011
8
Proposals received after that time wil1 not be considered
2 Place ofDe1ivery
All proposals should be delivered to
City of San Diego Real Estate Assets Department 1200 Third Avenue Suite 1700 San Diego CA 92101 Attn Vladimir Balotsky
3 Performance Deposits
All proposals MUST include a cashiers check or certified check in the amount of Five Thousand Dollars ($5000) payable to City Treasurer as a faithful performance deposit to assure that if the proposal is selected by the City that the Proposer wil1 enter in good faith into a lease agreement containing substantially the same terms and conditions as set out in this Request for Proposals and in the selected proposal No personal checks will be accepted and no interest will be paid on deposits All unsuccessful proposers deposits will be refunded within thirty (30) days after the acceptance by the City Council of the successfuI proposers proposal
4 Number of Copies
Proposers are requested to submit five conlplete copies of their proposals All materials submitted by Proposers become the property of the City of San Diego and may not be returned with the exception of the financial infonnation Financial documents upon request wi]] be removed from each proposal and returned to the Proposer upon completion of Citys review
5 Contact Person
The proposal coordinator is Vladimir Balotsky Supervising Property Agent City of San Diego He can be reached at vbalotskysandiegogov phone (619) 235shy5248 fax (619) 236-6706 between 800 am and 500 pm~ Monday through Friday
J PROPOSAL EVALUATION AND SELECTION
The City reserves the right to award the lease to the Proposer who will best serve the interests of the City The City reserves the right based upon its deliberations and in its
9
opinion to accept or reject any or all proposals The also reserves the right to waive minor irregularities or variations to the specifications and in the bidding process Proposals are by an of qualified committee will evaluate responsive proposals based upon the information and references contained in the proposals as subn1itted The COlnlnittee will score and rank all responsive proposals and detennine a minimum three (3) if more than three (3) proposals are to If less than (3)
In step two if it be required to provide an oral presentation by appearing before the evaluation committee or by conference telephone call for clarification purposes only The committee may inspect finalists facilities and perform other as it may detennine The
will the
be required to Council to answer questions for lease award Award of the lease will be based on the evaluation criteria listed below
1 Operational Proposal (Maximum 20 tJUII111J
The quality of the proposal Understanding the needs goals and objectives of the City Responsiveness to requirements described in confonnance with City objectives while providing highest and best use of the Property The extent to which a the of this
IS a ill A
A summary of the Proposers experience and qualifications for this type of enterprise The Proposer should include verification that hehis employees are well qualified to conduct the business past experience of the Proposer in successfully managing an operation of this The Proposer should
at a ~J~lJUiH
3
The amount of rent offered by the Proposer Break even analysis Revenue projections for the proposed tenn of the lease
10
4
to
5
to
costs UD)sers In
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with
WITH CITYS
a
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12
b
c
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1 2 3
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[Suppon IBALOTSKYSD VISITOR INFORMATION CENTER RFPdoc
13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
~ L _~ J ) I I ~
1 1I t
_ f L )
r f p ~bullbull
9-I ~ 1 middot Eliltgt ~
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SA~ ])1 tGu ~O~TJ~r~ - f j MILE) U[~ - ~ M[LE~
L~ TCU~ - ~ 3 lnLIS
15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
(M) middot (F)
Management amp F lnancia I I I
I middot middot middot middot middot I
I
I
I middot middot I
Professional I
I I
middot I
middot I middot I
I
I middot
I I
I
I middot
AampE Science Computer I I middot I
middot I
I middot middot middot middot I
I I I middot middot
Technical
I
I
middot middot middot middot
I
middot middot middot I
I I middot
I
I
I
Sales
middot middot I
I
middot I
I
I middot middot middot middot I I
middot middot
Adm inistrative Support
I
I
I
I
I middot I I
middot middot middot middot I
I
I
I
middot I
Services I middot middot middot I
I I I
I
I
I middot middot I
I
I
middot middot middot
Crafts I
I
I
I middot middot I middot middot middot
I I
I
I
middot I
I
I
Operative Workers I middot middot middot middot I
I middot middot middot I
I
I
I
I
Transportation I
I I
I middot middot I middot middot middot
I
I I
middot I
I I
Laborers
I I
I
middot middot middot I I
I
I
middot I
t
middot I middot middot I
middotConUuctiOD laborers and other field employees arc not 10 be induded on this page
Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 9: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/9.jpg)
Proposals received after that time wil1 not be considered
2 Place ofDe1ivery
All proposals should be delivered to
City of San Diego Real Estate Assets Department 1200 Third Avenue Suite 1700 San Diego CA 92101 Attn Vladimir Balotsky
3 Performance Deposits
All proposals MUST include a cashiers check or certified check in the amount of Five Thousand Dollars ($5000) payable to City Treasurer as a faithful performance deposit to assure that if the proposal is selected by the City that the Proposer wil1 enter in good faith into a lease agreement containing substantially the same terms and conditions as set out in this Request for Proposals and in the selected proposal No personal checks will be accepted and no interest will be paid on deposits All unsuccessful proposers deposits will be refunded within thirty (30) days after the acceptance by the City Council of the successfuI proposers proposal
4 Number of Copies
Proposers are requested to submit five conlplete copies of their proposals All materials submitted by Proposers become the property of the City of San Diego and may not be returned with the exception of the financial infonnation Financial documents upon request wi]] be removed from each proposal and returned to the Proposer upon completion of Citys review
5 Contact Person
The proposal coordinator is Vladimir Balotsky Supervising Property Agent City of San Diego He can be reached at vbalotskysandiegogov phone (619) 235shy5248 fax (619) 236-6706 between 800 am and 500 pm~ Monday through Friday
J PROPOSAL EVALUATION AND SELECTION
The City reserves the right to award the lease to the Proposer who will best serve the interests of the City The City reserves the right based upon its deliberations and in its
9
opinion to accept or reject any or all proposals The also reserves the right to waive minor irregularities or variations to the specifications and in the bidding process Proposals are by an of qualified committee will evaluate responsive proposals based upon the information and references contained in the proposals as subn1itted The COlnlnittee will score and rank all responsive proposals and detennine a minimum three (3) if more than three (3) proposals are to If less than (3)
In step two if it be required to provide an oral presentation by appearing before the evaluation committee or by conference telephone call for clarification purposes only The committee may inspect finalists facilities and perform other as it may detennine The
will the
be required to Council to answer questions for lease award Award of the lease will be based on the evaluation criteria listed below
1 Operational Proposal (Maximum 20 tJUII111J
The quality of the proposal Understanding the needs goals and objectives of the City Responsiveness to requirements described in confonnance with City objectives while providing highest and best use of the Property The extent to which a the of this
IS a ill A
A summary of the Proposers experience and qualifications for this type of enterprise The Proposer should include verification that hehis employees are well qualified to conduct the business past experience of the Proposer in successfully managing an operation of this The Proposer should
at a ~J~lJUiH
3
The amount of rent offered by the Proposer Break even analysis Revenue projections for the proposed tenn of the lease
10
4
to
5
to
costs UD)sers In
ltJLJJ rrlrrl rr th is
with
WITH CITYS
a
contents
12
b
c
T
not a
U
1 2 3
5
[Suppon IBALOTSKYSD VISITOR INFORMATION CENTER RFPdoc
13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
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15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
(M) middot (F)
Management amp F lnancia I I I
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Professional I
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Technical
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middot middot middot I
I I middot
I
I
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middot middot I
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middot I
I
I middot middot middot middot I I
middot middot
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I
I
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middot middot middot middot I
I
I
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Services I middot middot middot I
I I I
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I
I middot middot I
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I middot middot I middot middot middot
I I
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Operative Workers I middot middot middot middot I
I middot middot middot I
I
I
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I middot middot I middot middot middot
I
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I
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t
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middotConUuctiOD laborers and other field employees arc not 10 be induded on this page
Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 10: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/10.jpg)
opinion to accept or reject any or all proposals The also reserves the right to waive minor irregularities or variations to the specifications and in the bidding process Proposals are by an of qualified committee will evaluate responsive proposals based upon the information and references contained in the proposals as subn1itted The COlnlnittee will score and rank all responsive proposals and detennine a minimum three (3) if more than three (3) proposals are to If less than (3)
In step two if it be required to provide an oral presentation by appearing before the evaluation committee or by conference telephone call for clarification purposes only The committee may inspect finalists facilities and perform other as it may detennine The
will the
be required to Council to answer questions for lease award Award of the lease will be based on the evaluation criteria listed below
1 Operational Proposal (Maximum 20 tJUII111J
The quality of the proposal Understanding the needs goals and objectives of the City Responsiveness to requirements described in confonnance with City objectives while providing highest and best use of the Property The extent to which a the of this
IS a ill A
A summary of the Proposers experience and qualifications for this type of enterprise The Proposer should include verification that hehis employees are well qualified to conduct the business past experience of the Proposer in successfully managing an operation of this The Proposer should
at a ~J~lJUiH
3
The amount of rent offered by the Proposer Break even analysis Revenue projections for the proposed tenn of the lease
10
4
to
5
to
costs UD)sers In
ltJLJJ rrlrrl rr th is
with
WITH CITYS
a
contents
12
b
c
T
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U
1 2 3
5
[Suppon IBALOTSKYSD VISITOR INFORMATION CENTER RFPdoc
13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
~ L _~ J ) I I ~
1 1I t
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9-I ~ 1 middot Eliltgt ~
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tf ~ ~ICI ~ CltlrT tJ bull b middot ~04
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I~ LI~ll oJ ~
1 I
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1~ T f rAN ~F 1 all I I~ IT HlNti bull AhD JESI~~lImiddotmS
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SA~ ])1 tGu ~O~TJ~r~ - f j MILE) U[~ - ~ M[LE~
L~ TCU~ - ~ 3 lnLIS
15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
(M) middot (F)
Management amp F lnancia I I I
I middot middot middot middot middot I
I
I
I middot middot I
Professional I
I I
middot I
middot I middot I
I
I middot
I I
I
I middot
AampE Science Computer I I middot I
middot I
I middot middot middot middot I
I I I middot middot
Technical
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middot middot middot middot
I
middot middot middot I
I I middot
I
I
I
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middot middot I
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middot I
I
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middot middot
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I
I
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middot middot middot middot I
I
I
I
middot I
Services I middot middot middot I
I I I
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I
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I I
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I middot middot middot I
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t
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Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
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13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
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15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
(M) middot (F)
Management amp F lnancia I I I
I middot middot middot middot middot I
I
I
I middot middot I
Professional I
I I
middot I
middot I middot I
I
I middot
I I
I
I middot
AampE Science Computer I I middot I
middot I
I middot middot middot middot I
I I I middot middot
Technical
I
I
middot middot middot middot
I
middot middot middot I
I I middot
I
I
I
Sales
middot middot I
I
middot I
I
I middot middot middot middot I I
middot middot
Adm inistrative Support
I
I
I
I
I middot I I
middot middot middot middot I
I
I
I
middot I
Services I middot middot middot I
I I I
I
I
I middot middot I
I
I
middot middot middot
Crafts I
I
I
I middot middot I middot middot middot
I I
I
I
middot I
I
I
Operative Workers I middot middot middot middot I
I middot middot middot I
I
I
I
I
Transportation I
I I
I middot middot I middot middot middot
I
I I
middot I
I I
Laborers
I I
I
middot middot middot I I
I
I
middot I
t
middot I middot middot I
middotConUuctiOD laborers and other field employees arc not 10 be induded on this page
Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 12: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/12.jpg)
WITH CITYS
a
contents
12
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13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
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15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
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Management amp F lnancia I I I
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Professional I
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I
I middot
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AampE Science Computer I I middot I
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I middot middot middot middot I
I I I middot middot
Technical
I
I
middot middot middot middot
I
middot middot middot I
I I middot
I
I
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middot middot I
I
middot I
I
I middot middot middot middot I I
middot middot
Adm inistrative Support
I
I
I
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I
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Services I middot middot middot I
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I middot middot middot I
I
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I middot middot I middot middot middot
I
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middot I
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I
I
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t
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middotConUuctiOD laborers and other field employees arc not 10 be induded on this page
Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 13: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/13.jpg)
b
c
T
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13
EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
~ L _~ J ) I I ~
1 1I t
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9-I ~ 1 middot Eliltgt ~
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L~ TCU~ - ~ 3 lnLIS
15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
(M) middot (F)
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t
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Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
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EXHIBIT A - AERIAL VIEW OF THE PROPERTY
14
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
~ L _~ J ) I I ~
1 1I t
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r f p ~bullbull
9-I ~ 1 middot Eliltgt ~
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reg
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-
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-
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tf ~ ~ICI ~ CltlrT tJ bull b middot ~04
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iIS S1(1- D~Y ~Jl - nm sp - (I ~ t T1 -t SE~ 1(llJ - j MIlE ~ S-Li DlIGO )LJI T(l~J1 HITE~
SA~ ])1 tGu ~O~TJ~r~ - f j MILE) U[~ - ~ M[LE~
L~ TCU~ - ~ 3 lnLIS
15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
(M) middot (F)
Management amp F lnancia I I I
I middot middot middot middot middot I
I
I
I middot middot I
Professional I
I I
middot I
middot I middot I
I
I middot
I I
I
I middot
AampE Science Computer I I middot I
middot I
I middot middot middot middot I
I I I middot middot
Technical
I
I
middot middot middot middot
I
middot middot middot I
I I middot
I
I
I
Sales
middot middot I
I
middot I
I
I middot middot middot middot I I
middot middot
Adm inistrative Support
I
I
I
I
I middot I I
middot middot middot middot I
I
I
I
middot I
Services I middot middot middot I
I I I
I
I
I middot middot I
I
I
middot middot middot
Crafts I
I
I
I middot middot I middot middot middot
I I
I
I
middot I
I
I
Operative Workers I middot middot middot middot I
I middot middot middot I
I
I
I
I
Transportation I
I I
I middot middot I middot middot middot
I
I I
middot I
I I
Laborers
I I
I
middot middot middot I I
I
I
middot I
t
middot I middot middot I
middotConUuctiOD laborers and other field employees arc not 10 be induded on this page
Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 15: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/15.jpg)
EXHIBIT ~B~~ - DISTANCE TO MAJOR ATTRACTIONS AND DESTINATIONS
Id~rr~i~ 26BB E Mi~~iol 611) Or Sm Di~9Cl ell 9210~
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15
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
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middot middot I
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Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 16: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/16.jpg)
EXHIBIT C View of the Property
16
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
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middot middot I
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middot I
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middot middot
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I
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middot middot middot middot I
I
I
I
middot I
Services I middot middot middot I
I I I
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I
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Crafts I
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I
I
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I middot middot middot I
I
I
I
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Transportation I
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I middot middot I middot middot middot
I
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middot I
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I
I
middot I
t
middot I middot middot I
middotConUuctiOD laborers and other field employees arc not 10 be induded on this page
Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 17: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/17.jpg)
EXHIBIT ~C View of the Property
17
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
(F)middot middot (M) middot (F) middot (M) I (F) I
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Management amp F lnancia I I I
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Professional I
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middot I
middot I middot I
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middot I
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Technical
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middot middot middot I
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Sales
middot middot I
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middot middot
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middotConUuctiOD laborers and other field employees arc not 10 be induded on this page
Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
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Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 18: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/18.jpg)
EXHIBIT c~
View of the Property
18
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
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EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 19: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/19.jpg)
EXHIBIT C View of the Property
19
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
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Totals Each Column
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Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 20: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/20.jpg)
EXHIBIT C~ View of the Property
20
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
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EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
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Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
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Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
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![Page 21: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/21.jpg)
EXHIBIT C View of the Property
21
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
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Totals Each Column
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Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 22: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/22.jpg)
EXHIB IT middotC~ Interior view of the Property
22
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
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(F)middot middot (M) middot (F) middot (M) I (F) I
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Professional I
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Technical
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I
middot middot middot I
I I middot
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Sales
middot middot I
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middot middot
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Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 23: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/23.jpg)
EXHIBIT ac Intelior view of the Propetiy
23
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
(M) I (F) I
(M) middot (F) (M) middot (F) (M) I
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Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 24: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/24.jpg)
EXH1BIT ~D - Work Force Report
City of San Diego
EQUAL OPPORTUNITY CONTRACTING (EOC) 1010 Second Avenuemiddot Suite 500 bull San Diego CA 92101 Phone (619) 533-4464 bull Fax (619) 533-4474
WORK FORCE REPORT
ADMINISTRATIVE
The objective of the Equa EmploymentOpportunify Outreach Program San Diego Mmicipal Code Sections 223501 through 223517 is to ensure that contractors doing business with the City or receiving funds from the City do not engage in unlawful discriminatory employment practices prohibited by Slate and Federal law Such empJoyment practices include but are not limited to unlawful discrimination in the following employment promotion or upgrading demotion or transfer recruitment or recruitment advertising layoff or termination rate ofpay or otheT fonns of compensation and selection for training including apprenticeship Contractors are required to provide a completed Work Force Report (WFR)
CONTRACTOR IDENTIFICATION
Type of Contractor D Construction D VendorSupplier o Financial Institution o LesseeLessoTD Consultant D Grant Recipient D Insurance Company o Other
Name of Company __________________________________________________________________________________
AKAIDBA
Address (Corporate Headquarters where applicable) City COWlty __________________ State ____________ Zip _________
Telephone Nwnber -(__-+-__________________________----FAX Nwnber (-__-+-_________________________
Name of Company CEO
Address(es) phone and fax number(s) of company facilities located in San Diego County (if different from above)
Admess ________________________________~-------------------------------------------------
City __________________________ County ____________ State _______ Zip _______
Telephone Nwnber ________________________________-FAX Nwnber (I--~----------------------------Type ofBusinesgt Type of License ______________________
The Company has appointed __________________________________________________________
as its Equal Employment Opportunity Officer (EEOO) The EEOO has been given authority to establish disseminate and enforce equal
employment and affUDlative action policies ofthiB company The EEOO may be contacted at Address ________________________________________________________________________________
Telephone Number ( FAX Number +(_-)--______________
o One San Diego County (or Most Local County) Work Force - Mandatory
o Branch Work Force shy
o Managing Office Work Force
Check the box above that applies to this WFR
Submit a separate Work Force Reportor all participaling branches Combine WFRs more than one branch per counly
1 the undersigned representative of ____________________________________
(Firm Name)
hereby certify that infomtation provided (County) (Stale)
herein is true and correct This document was executed on this ________ day of_____________ 200 __
(Authorized Signature) (print Authorized Signature)
EGC Work Force Reporl (rev 08AJ4) 1of2 Consultant Services
24
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
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Technical
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middot middot I
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middot middot
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I
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middot middot middot middot I
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Totals Each Column
IGrand Total All Employees
Non-Profit Organizations Only
Board of Directors middot middot I
I middot
Volunteers
Artists
EOC Work Forre Reporl (rev 08104) 2of2 Consultant Services
25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 25: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/25.jpg)
WORK FORCE REPORT - NAl1E OF FIRM ________________ DATE _______
OFFICE(S) or BRANCH(ES)_middot_________________ COUNTY _________
INSTRUCTIONS For each occupational category indicate nwnber of males and females in every ethnic group Total columns in row provided Sum of all totals should be equal to your total work force Include all those employed by your company on either a fuji or partshytime basis The following groups are to be included in ethnic categories listed in columns below
(I) Black African-American (5) Filipino (2) Hispanic Latino Mexican-American Puerto Rican (6) White Caucasian (3) Asian Pacific Islander (7) Other ethnicity not falling into other groups (4) American Indian Eskimo
OCCUPATIONAL CATEGORY (I )
Black (1)
Hispanic (3)
Allim
(4) Am~ricm
Indian (5)
Filipino (6)
Whitt (1)
Other Ethnlcilies
I
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Board of Directors middot middot I
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Volunteers
Artists
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25
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 26: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/26.jpg)
EXHIBIT E LESSEE QUESTIONARE
CITY OF SAN DIEGO
LESSEE 5 AND SUBlESSEE S QUESTIONNAIRE FOR ALL LEASES ASSIGNM ENTS AND SUBlEASES
IIPursuant to the City of San Diego City Charter Section 225 Mandatory Disclosure of Business Interests before the City will process requests to (Sub)Lease all information requested in this Questionnaire must be completed by the proposed (Sub)Lessee Even though a proposed Sublessee may complete the Questionnaire the Questionnaire must be delivered or mailed to the City with a cover letter signed by the City Lessee or proposed Lessee THE CITY WILL NOT ACCEPT THE QUESTIONNAIRE DOCUM ENTS OR OTHER INFORMATION DIRECTLY FROM A SUBLESSEE
All information furnished in this Questionnaire must be complete and accurate Omissions inaccuracies or misstatements may cause the rejection andor subsequent revocation of the Citys Lease consent to Sublease or consent to Assignment of (Sub )Lease
In submitting this Questionnaire the proposed (Sub)Lessee completing the Questionnaire authorizes the City to make any inquiry or investigation it believes necessary to sUbstantiate or supplement the information furnished in the Questionnaire and authorizes others to release such information to the City
Exact name of existing Lessee (always complete)
Exact name of proposed Lessee (complete only if applicable)
Exact name of existing Sublessee (complete only if applicable)
Exact name of proposed Sublessee (complete only if applicable)
Date this Questionnaire completed -----------------
The information furnished in and with this Questionnaire is true complete and correct to the best of my know ledge
Signature Title
Thank you for taking the time to complete the Questionnaire Lessees may contact Real Estate Assets if they have any questions
or documents to
Please return the completed Questionnaire with any additional information
REAL ESTATE ASSETS DEPARTM ENT 1200 THIRD AVENUE STE 1700
SAN DIEGO CA 92101 TEL (619) 236-6020 FAX (619) 236-6706
This Questionnaire contains 15 pages
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 27: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/27.jpg)
------------
PROPOSED (SUB)LESSEE
1 Name of proposed (Sub) Lessee exactly as it will appear on the actual tenancy document
2 Mailing Address of proposed (Sub )Lessee for purposes of notice or other communication relating to the proposed tenancy
Telephone No ____________ Fax No __________
E-mail Address
3 Billing Address (only if different from Mailing Address)
Telephone No _______ Fax No ________
4 Proposed (Sub )Lessee intends to operate as a
Sole Proprietorship () Partnership ( ) Corporation ( )
Limited Liability Company ( ) Other ______________
Explain jf necessary
5 Effective date of assignment (complete only if applicable) _________
2
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 28: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/28.jpg)
PARTNERSHIP STATEM ENT
If proposed (Sub )Lessee is a part nership please answer the follow ing
2 General Partnership (
Limited Partnership (
Other ( Explain
3 Statement of Partnership recorded Yes ( No (
Date Book Page County
4 Has the partnership conducted business in San Diego County Yes ( ) No ( ) If so when ________ _ _ _ _____ If so where ____ _____________ _ ________
5 Name address and partnership share of ~ach general and limited partner If a general partner is another partnership a corporation or a limited liability company (LLC) please complete separate pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes) If a limited partner holding a 1000 or greater interest is another partnership a corporation or an LLC pages 3 or 4 and 5 or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page)
GeneralLimited Name Address Share
shy
6 Attach a complete copy of the Partnership Agreement If a Partnership Agreement has been previously submitted a new Partnership Agreement need be sLlbmitted only if t he Partnership Agreement on file with the City is no longer current
4
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 29: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/29.jpg)
----
CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation please answer the following
1 Type of corporation C Subchapter S (
2 When incorporated _________________________
4 Is the corporation authorized to do business in California Yes ( No (
If so asofwhatdate _________________________
5 The corporation is held a Publicly ( ) Privately ( b If publicly held how and where is the stock traded
6 Please list the following Authorized Outstanding
a Number of voting shares b Number of nonvoting shares c Number of shareholders d Value per share of Common Stock Par $_--shy
Book $_--shyMarket $
7 Please furnish the name title address and the number of voting and nonvoting shares of stock ow ned by each officer and in addition the same information for each stockholder ow ning more than 10 of any class of stock
Name
Title
Address
No of Shares
5
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 30: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/30.jpg)
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
Name
Title
Address
No of Shares
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page])
8 Attach complete copies of the Articles of Incorporation (and any Certificate(s) of Amendment thereto as the case may be) of the Corporation and the Bylaws of the Corporation (and any Amended and Restated Bylaws as the case may be) and any other applicable Corporate documents
Any partnership corporation or LLC ow ning more than a 10 ownership interest must also complete separate pages 3 or 4 and 5 or 6 as appropriate for each entity (type proposed (Sub]Lessee name (from page 2] on the top of each page for identification purposes) Also furnish the financial data for such partnership corporation or LLC as required on page 7 If there s an ownership chain of additional partnerships corporattons or LLCs the above requirements extend to each such entity having either (1) a 10 or greater direct indirect beneficial ow nership or membership interest in
6
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 31: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/31.jpg)
control the interest
7
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 32: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/32.jpg)
LIMITED LlABIUTY COMPANY STATEMENT
If the proposed (Sub )Lessee is an LLC please answer the follow ing
2 Where Organized __________________________
3 Is the Company authorized to do business in California
a Yes ( No (
b If so as of w hat date
4 Has the Company conducted business in San Diego County
a Yes ( No ( b If so when ________________ __________
c If so where
5 Please furnish the name address and membership share held by each manager and
officer and each member ow ning more than a 10 membership interest If a
member is a partnership corporation or another LLC please complete separate
pages 3 or 4 and 5 or 6 as appropriate for such entity (type proposed
[Sub]Lessee name [from page 2J on the top of each page)
ManagerOfficerl Share
Member Name Address 00
6 Attach a complete copy of the Operating Agreement If an Operating Agreement
has been previously submitted a new Operating Agreement need be submitted QJly
if the Operating Agreement on file with the City is no longer current
8
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 33: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/33.jpg)
FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT
(Sub )Lessee general partners of (Sub )Lessee ow ner-corporat ions of (Sub )Lessee
members of (Sub)Lessee owning more than a 1000 membership interest and any person
or business entity guaranteeing the periormance of (Sub)Lessee must attach a complete
report prepared in accordance wit h good accounting practice reflecting current financial
condition The report must include a balance sheet and annual income statement The
person or entity covered by the report must be prepared to substantiate all information
provided
OTHER INFORMATION
Each (Sub )Lessee each general partner of (Sub )Lessee each ow ner-corporation of
(Sub)Lessee each member of (Sub)Lessee owning more than a 10 membership
interest any person or business entity guaranteeing the performance of (Sub)Lessee
any person or entity owning more than a 10 interest of (Sub)Lessee and any
guarantor of (Sub )Lessee must answer the follow ing questions
1 Surety Infonnation - Has a surety or bonding company ever been required to periorm on the default of any of the individuals or entities
a Yes ( Nomiddot ( b If yes please attach a statement naming the surety or bonding company date
amount of bond and the circumstances surrounding said default and
performance
2 Bankruptcy Information - Have any of the individuals or entities ever been
adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action
a Yes ( ) No (
b If yes please give dates court jurisdiction and amount of liabilities and assets
3 Pending Litigation - Are any of the individuals or entities presently a party to ANY
pending litigation
a Yes ( No ( b If yes please provide detailed information for each action
4 Claims Liens or Judgments - Are any of the individuals or entities now subject to
any outstanding claims liens or judgments
a Yes ( No (
b If yes please provide detailed information for each claim lien or judgment
9
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 34: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/34.jpg)
REFERENCES FOR PROPOSED (SUB)LESSEE
Please list four persons or firms with w hom you have conducted business transactions during the past three years Tw 0 of the references must have know ledge of your debt payment history with at least one being a financial institution Tw 0 of the references must have know ledge of your business experience
REft=RENCE NO1
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO2
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
10
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 35: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/35.jpg)
REFERENCE NO3
Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
REFERENCE NO4 Name
Firm
Title
Address
Telephone
Nature and magnitude of purchase sale loan business association etc
1 1
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 36: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/36.jpg)
CITY OF SAN DIEGO PERSONAL DESCRIPTION AND RELEASE
PLEASE NOTE All partners both general and limited ill stockholders ow ning more than 1000 of any class of stock of corporations illl members of a limited liability company and sole proprietors requesting to (sub)lease must each complete this page before the tenancy request can be processed (You may reproduce and use copies of this page if necessary )
The follow ing personal information is required to initiate a credit investigation The business and personal reputation of principals partners and members w ill be considered in qualifying Lessees or in consenting to Sublessees
First Middle amp Last Name
Date of Birth
Place of Birth
Social Security Number
Drivers License NumberState
Home Address
Previous Address
Home Telephone No
Employer
Occupation
Business Address
Business Telephone No
Business Fax No
The City is hereby authorized to request a credit report and other information covering my financial and business history
Date ________ Signed ____________________
Print or type exact name of proposed (Sub)Lessee from page 2 of Questionnaire
12
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 37: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/37.jpg)
Please describe proposed business operation on the property to be (Sub )Leased Discuss any optional services and uses which you propose to provide
13
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 38: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/38.jpg)
PROPOSED METHOD OF FINANCING DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on the Leasehold Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 39: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/39.jpg)
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee please show the best
estimate of the average annual gross sales for each significant use or service and for
each significant optional use or service which the Lessee and its Sublessees (if any) plan
to conduct on or from t he property (If the Questionnaire is being completed by a
Sublessee only the estimate of the Sublessees gross sales is req uired_) This data will
be used by the City to analyze the proposed Lease or Sublease Consent application The
time periods show n should not be assumed to necessarily represent the term of a
(Sub )Lease that may be granted or consented to by the City
Average annual gross sales for each proposed significant use during each of the first five
operating years
Year of
Operation
Uses (Identify Each Use)
1 $ $ $ $ $
2
3 --shy
4
5
15
in extent of with
on City who will directly
16
s
![Page 40: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/40.jpg)
in extent of with
on City who will directly
16
s
![Page 41: REQUEST FOR PROPOSALS - San Diego...selected proposal. No personal checks will be accepted and no interest will be paid on deposits. All unsuccessful proposers' deposits will be refunded](https://reader033.vdocument.in/reader033/viewer/2022050310/5f7290c01d3bb3301f65b30e/html5/thumbnails/41.jpg)
s