AGREEMENT TO SELL VOLUNTARY CLEAN UP TAX CREDITSAGREEMENT
This Agreement is made and entered into between the City of Clearwater, whose
address is: Post Office Box 4748, Clearwater, FL 33758-4748, hereinafter referred to
as the "City", and Clocktower Tax Credits, LLC, whose address is: 2 Clock Tower Place,
Suite 295, Maynard, MA 02174, together with its broker-dealer, Northeast Securities,
Inc., whose address is: Suite 706, 333 Earle Ovington Blvd., Mitchel Field, NY 11553,
hereafter collectively referred to as "Agent".
The parties agree as follows:
1. SCOPE OF PROJECT. Agent agrees to act as the exclusive agent for the City
to offer and sell interests in the City's state tax credits as follows:
1. Tax Credits. State of Florida Brownfield Voluntary Cleanup Tax Credits, which
were and will be received in fiscal years 2007, 2008, 2009 and 2012 in a cumulative
amount of up to $516,944.18 in conjunction with environmental remediation work at the
Clearwater Automotive property located at 205 South Martin Luther King Avenue in
Clearwater, Florida (the "Project"). The tax credits are in the form of four Certificates
issued or to be issued by the Florida Department of Environmental Protection (the "Tax
Credits") as shown below. These Tax Credits are controlled by, and the interests will be
sold by, the City.
Year of Certificate Project Site Tax Credit Amount
2007 Clearwater Automotive $96,360.08
2008 Clearwater Automotive $64,774.37
2009 Clearwater Automotive $184,264.14
2012 Clearwater Automotive $171,545.59
Total $516,944.18
2. TERM. This Agreement ("Agreement") shall begin on the effective date shown
below and will continue for six months (other than with respect to its provisions which
survive a termination). After this, the parties may extend this Agreement for an
additional 90 days by mutual written agreement.
3. SERVICES. Agent will use best efforts to market the Tax Credits to accredited
investors, and to present the City with offers or letters of interest to invest in or purchase
the Tax Credit interests. The City has the right to reject any investment proposal for any
or no reason without any financial obligation to Agent.
4. COMPENSATION. The City will pay the Agent a fee of $0.05 per dollar of Tax
Credits sold to any investor from whom the Agent has procured an offer or letter of
interest that yields at least $0.80 per dollar of Tax Credits to the City after the Agent's
fee of $0.05 per dollar of Tax Credits has been paid in full. Agent's fee shall be $0.05
per dollar of Tax Credits sold, regardless of the gross purchase price. The City will pay
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Agent immediately upon the City's receipt of the gross proceeds of the transaction.
Each Certificate, if sold separately, shall constitute a transaction under this Section 4.
Such obligation shall survive any transfer of the Tax Credits or of the City's interest, or if
the sale proceeds are received by some entity other than the City. This fee may also be
paid to the Agent directly by the Purchaser, an Escrow Agent or other intermediary
holding such funds, if such parties so agree in writing.
The City acknowledges the value of the investor relationships that the Agent
shares with the City by presenting to the City a letter of interest or offer to purchase by
any such investor. The City agrees not to solicit, directly or indirectly, any such investor.
The City further agrees to compensate the Agent for any tax credit transaction that the
City closes on with any such investor for four years from the termination of this
Agreement. The compensation will be at the same rate as that used here.
5. MAINTENANCE OF FINANCIAL RECORDS. All records created pursuant to
this Agreement are to be retained and maintained by Agent for a period not less than
three (3) years from the end of the Agreement.
6. CITY LIAISON. Rod Irwin, Assistant City Manager, will serve as the City liaison
for Agent.
7. DISCLAIMER OF WARRANTIES. This Agreement constitutes the entire
understanding between the parties on the subject hereof and may not be changed,
modified, or discharged except by written amendment duly executed by both parties.
No representations or warranties by either party shall be binding unless expressed
herein or in a duly executed amendment hereof.
8. TERMINATION.
For Cause: Upon breach of this Agreement by a party, the other party will give written
notice of termination of this Agreement specifying the claimed breach and the action
required to cure the breach. If the breaching party fails to cure the breach within 14
days from the receipt of said notice, then the contract will terminate 30 days from receipt
of the written notice to terminate.
9. INDEMNIFICATIONS. Subject to the limits of §768.28, Florida Statutes, the
City and Agent agree to indemnify, defend and hold harmless each other and each
other's officers, directors, partners, controlled partnerships, representatives and agents
against losses, claims, damages or liabilities to which each such person may be subject
insofar as such losses, claims, damages or liabilities (or actions in respect thereof) arise
out of or are based upon any untrue statement, action, or omission by the other party of
a material fact or the omission to state a material fact required to be stated. This
indemnity shall include reimbursement of any legal or other expenses reasonably
incurred in connection with investigating or defending any such loss, claim, damage,
liability or action, and shall be paid as such expenses are incurred.
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10. ARBITRATION. It is agreed that any dispute, controversy or question arising
under this Agreement shall be referred for decision by binding arbitration by a panel of
three arbitrators selected by the parties. The proceeding shall be held in Florida and
the proceeding shall be governed by the Rules of the American Arbitration Association
then in effect or such rules last in effect (in the event such Association is no longer in
existence). The costs of the arbitration will be borne by the parties equally. If the
parties are unable to agree upon arbitrators within thirty (30) days after either party has
given the other party written notice of its desire to submit the dispute, controversy or
question for decision, if such Association is not then in existence or does not desire to
act in the matter, each party shall appoint an arbitrator of its choice. The appointed
arbitrators will select a third arbitrator to hear the parties and settle the dispute,
controversy or question. Each party shall bear the costs of its own arbitrator, and the
costs of the third arbitrator shall be borne equally. Any administrative fees or costs
associated with the arbitration proceeding shall be borne equally by the parties.
Arbitration shall be the exclusive remedy for the settlement of disputes arising under this
Agreement. The decision of the arbitrator(s) shall be final, conclusive and binding, and
no action at law or in equity may be instituted by either party other than to enforce the
award of the arbitrator(s).
11. AUTHORITY. It is understood that Agent is an independent contractor and that
nothing herein shall be construed as creating a relationship of partners, joint venturers,
employer and employee or any other relationship between City and Agent.
12. CONFIDENTIAL INFORMATION. Except as otherwise required by Florida
Public Records Law, F.S.119 et. seq., the City agrees that the identity, investment
criteria, and any other information that Agent or the investor discloses to City
concerning an investor constitutes confidential information (the "Confidential
Information"), and City hereby agrees not disclose any Confidential Information to any
third party without prior written consent of Agent.
13. NOTICES. All written notices shall be sent to each party at the following
addresses:
To Agent, at: Mr. Jeff Jacobson
Clocktower Tax Credits, LLC
2 Clock Tower Place, Suite 295
Maynard, MA 01754
JJacobson@ClocktowerTC.com
To City, at: Diane Hufford
Economic Development Coordinator
City of Clearwater
Economic Development and Housing Department
112 S. Osceola Avenue
Clearwater, Florida 33756
diane.hufford m clearwater.com
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with a copy to: Pamela K. Akin, City Attorney
112 S. Osceola Ave., Third Floor
Clearwater, FL 33756
All fees paid under this Agreement shall be paid to, and mailed or wired to:
Northeast Securities Inc.
333 Earle Ovington Blvd., Suite 706
Mitchel Field, NY 11553
Attn: Accounting
14. SUCCESSORS AND ASSIGNS. This Agreement will inure to the benefit of
and shall be binding upon the successors and assigns of the parties hereto; provided
that neither party may assign its rights or delegate its duties to any other person or
entity without the prior written consent of the other party, which consent the other party
may give or withhold in its absolute discretion.
14. COUNTERPARTS. This Agreement may be executed in one or more
counterparts, each of which shall be considered one and the same original.
15. APPLICABLE LAW. This Agreement shall be construed and enforced in
accordance with the laws of the State of Florida. Agent consents to the exclusive
jurisdiction of Florida courts with respect to all legal proceedings instituted by Agent or
City hereunder. Venue shall be exclusively in Pinellas County, Florida. If any
provisions of this Agreement shall be held invalid by a statute, rule, regulation, decision
of a tribunal or otherwise, the remainder of this Agreement shall not be affected, and, to
such extent, the provisions of this Agreement shall be severable.
16. EFFECTIVE DATE
The Effective Date of this Agreement shall be the i ' day of
2011.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals as of
the dates indicated below.
Countersigned: CITY OF CLEARWATER, FLORIDA
By:
Frank V. Hibbard iII
Mayor City Manager
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Approved as to form:
0 k)
amela K. Akin
City Attorney
CLOCKTOWER TAX CREDITS, LLC
By:
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Attest:
Rosemarie Call
City Clerk
NORTHEAST
By:
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