HomeMy WebLinkAboutR27-Economic Development Agency
,
. '
./ ,
ECONOMIC DEVELOPMENT AGENCY
OF THE CITY OF SAN BERNARDINO
FROM:
Maggie Pacheco, Deputy DirectorlDirector
Housing & Community Development
DEVELOPMENT OF AGENCY OWNED
LAND LOCATED AT NORTHEAST
CORNER OF CALIFORNIA &16T8
STREETS BY CENTURY CROWELL
COMMUNITIES-NORTHWEST
REDEVELOPMENT PROJECT AREA
SUBJECT:
DATE:
December 26, 200 I
C....,.'''..L
:j'I'-"II,d
SvnoDsis of Previous Commission/Council/Committee Action!s):
On December 6, 200 I, the Redevelopment Committee recommended that this item be sent to Community Development
Commission for approval.
Recommended Motion!s):
OPEN JOINT PUBLIC HEARING
CLOSE JOINT PUBLIC HEARING
!Community DeveloDment Commission)
MOTION A: RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN
BERNARDINO APPROVING AND AUTHORIZING THE AGENCY CHAIRPERSON, OR ITS
DESIGNEE, TO EXECUTE AN AMENDMENT ("AMENDMENT NO.2") TO THE THAT
CERTAIN DISPOSITION AND DEVELOPMENT AGREEMENT DATED JULY 19, 1999, (THE
"DDN') AND SUBSEQUENTLY AMENDED ON DECEMBER 4, 2000, BY AND BETWEEN THE
REDEVELOPMENT AGENCY AND CENTURY CROWELL COMMUNITIES, L.P.,
("DEVELOPER") - DEVELOPMENT OF 38 PARCELS LOCATED WITHIN THE NORTHWEST
REDEVELOPMENT PROJECT AREA
!Mavor and Common Council\
MOTION B: RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO (I) ACKNOWLEDGING RECEIPT OF A SUMMARY REPORT RELATING TO
THE PROPOSED AMENDMENT NO. 2 TO THAT CERTAIN DISPOSITION AND
DEVELOPMENT AGREEMENT DATED JULY 19, 1999 AND SUBSEQUENTLY AMENDED ON
DECEMBER 4, 2000, BY AND BETWEEN THE AGENCY AND CENTURY CROWELL
COMMUNITIES, L.P., ("DEVELOPER"), AND (2) AUTHORIZING THE SALE BY THE
REDEVELOPMENT AGENCY OF THE 38 PARCELS LOCATED AT THE NORTHEAST
CORNER OF CALIFORNIA AND 16TH STREETS TO THE DEVELOPER-NORTHWEST
REDEVELOPMENT PROJECT AREA
Contact Person(s): Gary Van Osdel/Maggie Pacheco
Project Area(s) Northwest Redevelopment Project Area
Phone:
Ward(s):
(909) 663-1044
Six (6)
Supporting Data Attached: 0 Staff Report 0 Resolution(s) 0 Agreement(s)/Contract(s) 0 Map(s) 0 Reports
Agency Housing Fund (Low/Moderate
FUNDING REQUIREMENTS Source: Income Housing Program)
. In. U5=udget
Maggie Pacheco, Deputy DirectorlDirector
Housing & Community Development
SIGNATURE:
Commission/Council Notes:
~.ll Cf:/::-/cCN.-1
~ "" 21:\:)2.+ ('\
GVO:MP:sj:I-7-02 Century Crowell
COMMISSION MEETING AGENDA
Meeting Date: 1/7/2002
Agenda Item Number: R;r:J
~.
" .
ECONOMIC DEVELOPMENT AGENCY
STAFF REPORT
---------------------------------------------------------------------------------------------------------------------
Disposition and Development Of A~encv Owned Land Located At Northeast Corner Of
California & 16th Streets Bv Centurv Crowell Communitles-
Northwest Redevelopment Proiect Area.
BACKGROUND
In December 2000, the Community Development Commission approved Amendment No. 1 to
the Disposition and Development Agreement (DDA) dated July 19, 1999 between Century
Crowell Communities (the "Developer") for the development of 24 new single-family homes on
14.6 acres oCresidentialland in the vicinity of 19th and Pennsylvania, commonly referred to as
Arrow Vista (Phase I), Northwest Redevelopment Project Area. To date, all 24 homes have been
constructed, sold and therefore, Phase I has been completed by the Developer.
Now that Phase I has been completed, it is the intent of the Developer to pay the Agency the two
outstanding notes in the total amount of $229,000 pursuant to the approved Amendment No.1 to
the DDA. This amount represents $114,000 land costs and $115,000 for the sale of 1684 Susie
Lane property.
Under the approved Amendment No. 1 to the DDA, the Developer had an option, but under no
obligation to develop the balance of the Agency owned property in the vicinity of California &
16th Streets, consisting of 38 single-family lots (Phase II-Del Rey at Arrow Vista) with the
business terms to be negotiated between the Developer and Agency. See map of the site
attached.
During the course of the past several months, Staff and the Developer have struggled to find
economic solutions to developing Phase II. Unlike the Phase I, the Phase II site is raw land and
lacks the infrastructure such as streets, curbs, gutters, pavement, utilities, etc., a prerequisite to
developing the 38 single-family homes. Phase II is estimated to cost in excess of $6 million.
Projected Sales Revenues from the 38 single-family homes is about $5.3 million. After much
discussion, review and scrutinizing the project costs and the development pro-forma, there
continues to be a project financial gap. Consequently, Staff and Developer have agreed to
proceed with Del Rey at Arrow Vista-Phase II on the following business points:
. Century will repay the Agency the two outstanding promissory notes in the total sum of
$229,000, as noted above.
. Any unused previously allocated Mortgage Assistance Program (MAP) funds from Phase
I will roll over into the Phase II project. Estimated balance is $166,000, of the original
sum amount of $240,000.
..------------------------------------------------------------------------------------------------------------------------------------------
GVO:MP:sj:1-7-02 Century Crowell
COMMISSION MEETING AGENDA
Meeting Date: 1/7/2002
Agenda Item Number: ~
. .
Economic Development Agency Staff Report
Century Crowell - Development of Agency Parcels
December 21,2001
Page Number -2-
. Century will buy the 38 lots from the Agency at the appraised fair market value which is
approximately $2,000 per parcel. The primary reason for the low value is due in part to
the lack of infrastructure necessary for development to occur.
. Century will develop 38 single-family homes ranging in square footage of 1,316 to 2,000.
The Phase II will be developed consistent with the approved plans and specifications
approved by the Planning Commission for Phase I. In other words, the scope of
development will not drastically change, with the exception of construction of the
necessary infrastructure.
. The Developer will be responsible for installing and constructing the necessary
infrastructure, such as curbs, gutters, streets, etc. The current estimated cost for such
infrastructure is approximately $850,000. The Agency's contribution to the infrastructure
costs will not exceed $710,400. The Developer will be required to pay prevailing wages
related to the construction of such improvements. The Developer will pay for all
development fees, including, but not limited to, school district fees.
. Based on the current pro-forma and the Agency's financial contribution to the project, it
is anticipated that the project cash flow will yield a positive cash flow of approximately
4%. This is well below the industry standard of 8% to 10% on housing projects. The
Developer has agreed to accept 3% as their base profit, and share equally with the
Agency any cash flow above the 3% of gross revenues.
In conclusion, Staff believes that proceeding with the Phase II under the above business terms is
in the best interest of the Agency, Developer and the Community. The transfer in ownership of
the Phase II lots to the Developer and the construction of the 38 homes will allow the property to
be placed back on the tax rolls. Assuming a construction and sale value of $5.3 million, the
project will generate a minimum of $40,000 tax increment yearly to the Agency in comparison to
the property currently generating no revenue. The sale of 38 homes will also generate new
homeowners who will spend their resources in the San Bernardino community.
ENVIRONMENTAL IMPACT
The Project Site is in the Northwest Redevelopment Project Area and a final subdivision map for
the Project has also been recorded; therefore, pursuant to the provisions of Title 14, California
Code of Regulation, Section 15180, no further review of the potential effects of development per
the Amendment No.2 is required under CEQA.
GVO:MP:sj: 1-7-02 Century Crowell
COMMISSION MEETING AGENDA
Meeting Date: 1/7/2002
Agenda Item Number: A,2.7
Economic Development Agency Staff Report
Century Crowell - Development of Agency Parcels
December 21,2001
Page Number -3-
FISCAL IMP ACT
The fiscal impact to the Agency to move forward with Phase II is estimated to be $710,400.
These funds will come from the Agency's Low/Moderate Income Housing Fund Budget 2001-
2002 and 2002/2003 budget. These costs will be off-set by the repayment of the Developer notes
in the sum of $229,000, plus the annual increment (estimated at $40,000) the Project will
generate in the Project Area. Please refer to the Summary Report pursuant to Health and Safety
Code Section 33433 of the California Community Redevelopment Law reporting the Project
costs and benefits to the Agency.
RECOMMENDATION
That the Community Development Commission and Mayor and Common Council adopt the
attached Resolutions.
rn.O~
Maggie Pacheco, Deputy Director/Director
Housing & Community Development
GYO:MP:sj:1-7-02 Century Crowell
COMMISSION MEETING AGENDA
Meeting Date: 1/7/2002
Agenda Item Nnmber: ~
.,
l J L
'9th Street
-- --
@ G @ @ <0 e 0 0
G)
<0 Lincqln Street
il
.. @ @ 0
G <II
..
~ 2691361
" <0 0 0
@ Ii;'
0
0
~ 0 0 0
0..
I - @ ....
0 of 0
.!
~
I
'ii
..
<II
~
l
..
<.>
.......
. @ ....@ ..@ ,@;0,@/ @ '8.1
'.:;-.... >.......~.......J..........J..........L...../.......<.... :
~ 1 \" 9 1
.._..n:.........!..,. 17th Street :}...................l
(P-................T.....................j
e \ ; @ . <.0 ; ! G I
-.............., i................unt....................j fm..................~
@ ! ! @ i @ i ; G I
_.@.....j ~ 1........~69~7~.....1 ~ I""e""'i
.-.............1 g !....................+-...................i ~ 1................----.
@ i~j e~@ !'~l G
! "D I : : 41 I I
---.(0......1 tJ !.......e...T.....@.......] (j I.....@...
_.............1 i..................+...................., i................
e i ! e [ e I ! G
___.n...." i....................l....................l t....--.........---..
=.. !! ! I i Q
'='j ~@l@) \,~
16th Street
'1
( l' '1
NORTH
(
NotlDs.c.l.
RDA
PROJECT
ASSESSOR'S
NUMBER
EXiSTING
LAND USE
Wilhin Northwest 269-361-o4Ihru 20 &
Project 269-361-30 Ihru 36
269-371-43Ihru 80
Vacant land
(improved)
Vacant land
(unimproved)
Cummings Way
17th Street
)
GENERAL PLAN
LAND USE DESIGNATION
RS . Residential Suburban
RS - Residential Suburban
AREA
THOMAS GUIDE"
PAGE GRID
5.861 Ac. MIL 576
C-4
8.82 AC. MIL
C-4
576
'Thomas Guide San Bemardino County, 1997 Edition
"ty 01 s." s.nYtdino '"
CCONOIIIC DEVELOPMCNT AGENCY
EXHIBIT "A"
-H-5
e
e
e
SUMMARY REPORT PURSUANT TO HEALTH AND SAFETY CODE SECTION 34333
OF THE CALIFORNIA COMMUNITY REDEVELOPMENT LAW - AMENDMENT
NO.2 TO THE DISPOSITION AND DEVELOPMENT AGREEMENT DATED JULY 19,
1999 (THE "DDA") AND AS SUBSEQUENTLY AMENDED ON DECEMBER 4,2000
(THE "AMENDMENT NO. I") BY AND BETWEEN THE REDEVELOPMENT
AGENCY OF THE CITY OF SAN BERNARDINO (THE "AGENCY") AND CENTURY
CROWELL COMMUNITIES, L.P., A CALIFORNIA LIMITED PARTNERSHIP (THE
"DEVELOPER") FOR THE DEVELOPMENT OF 38 LOTS LOCATED AT THE
NORTHEAST CORNER OF CALIFORNIA AND 16TH STREETS --- NORTHWEST
REDEVELOPMENT PROJECT AREA
INTRODUCTION:
This Summary Report (the "Report") has been prepared by the Redevelopment Agency of the
City of San Bernardino (the "Agency") pursuant to Section 33433 of the California Health and
Safety Code. This Report sets forth certain details of the proposed Second Amendment
("Amendment No.2") by and between the Agency and Developer with regard to the
development of 38 single-family lots located at the northeast comer of California and 16th
Streets, (the "Site"), City of San Bernardino. The following describes the provisions, terms and
conditions and costs and benefits of the Amendment No.2 to the Agency.
A. SALIENT POINTS OF AMENDMENT NO.2:
The purpose of the Amendment No.2 is to enable the development of a single-family affordable
and market housing development located at the Site (the "Phase II Project") based on the new
negotiated terms and conditions as it relates to the Site. The original Disposition and
Development Agreement (DDA) was entered into between the parties on July 19, 1999, and was
subsequently amended on December 4, 2000 ("Amendment No.1") and for a number of reasons,
the Project was delayed, primarily due to the Developer's inability to obtain assessment district
financing intended to augment Developer's private financing and financially allow the
development of the Phase I and Phase II Project to materialize. The Developer intended to use
the assessment district to finance the necessary infrastructure for the Phase I and II Project and
thus, such financing was a critical condition of the DDA and without this financing the Project
was economically unachievable. Thus, one of the fundamental reasons for Amendment No. I
and Amendment No. 2 modifications to the DDA. Below are the major Amendment No. 2
business points:
. Developer will repay the Agency the two outstanding promissory notes in the total sum of
$114,000 for the Phase I Site (24 single-family lots) and $115,000 for the 1584 Susie Lane
Single-family Home sold to Developer;
. Agency will allow the Developer to use any unexpended Mortgage Assistance Program
(MAP) funds from the Phase I development for the Phase II development, which is estimated
at $166,000.
I
P:\Clencal Services Dept\Stephanic\Maggic's Work\Summary Report-Amendment No 2.DDA.Ccntury Crowells.doc
e
e
e
. Although in 1993, the Agency expended over $720,000 for the Site, the current AS IS fair
market value of the Site is $100,000 (approximately $2,632 per lot). The reason for the low
value is because the lots, or the Site lacks the necessary infrastructure needed for
development of the Site. Infrastructure costs alone are estimated at $850,000. The sale
prices for the 38 homes (1300-2000 sq. ft.), when completed, will range between $118,000 to
$161,000 for a total net sales value of $5.4 million, with a projected development cost of
about $6 million. The transfer of the Site to Developer and the private development will
place the 38 Parcels back on the tax rolls and based on the valuation of the Project, it is
estimated that the Project will generate approximately $40,000 in net new tax increment
revenue annually to the Agency.
. Developer will provide the financing necessary to develop 38 single-family homes ranging in
square footage of 1300 to 2000 and all necessary infrastructure improvements such as streets,
sewers, gutters, etc. The Phase II, 38 single-family homes will be developed consistent and
compatible with the Phase 1, 24 single-family homes as approved by the City of San
Bernardino Planning Commission.
. Developer will be financially responsible for insuring that all infrastructure is development in
accordance with City standards and requirements such as sewer, storm drains, streets, gutters,
sidewalks, paving, etc. The estimated costs for such infrastructure is $850,000. Per the
Amendment No.2 the Agency will contribute $710,400 towards the infrastructure costs for
the Project. The Agency's financial contribution may include the granting of Agency Sewer
Capacity credits previously purchased by the Agency from City Water Department. The
value of the sewer capacity rates is approximately $144,400.
. Based on the current development pro-forma and the Agency's financial contribution to the
Project of $710,400, it is anticipated that the project cash flow will yield a positive cash flow
of about 4%. This is still well below the industry standard of between 8% to 10% on housing
projects. Although such is the case, the Developer has agreed to accept a 3% as their base
profit, and share equally with the Agency any cash flow about the 3% of the gross revenues
in order to off-set some of the Agency's financial contribution to the Project.
. The Developer is expected to close escrow within 60 days from approval of Amendment No.
2. Should they fail to close within the prescribed timeframe, the Agency will retain the sum
of $25,000 as liquidated damages.
B. COST OF THE AMENDMENT NO.2 TO THE AGENCY:
This Section outlines the total costs of the Agreement to the Agency, including, but not limited to
land acquisition costs, clearance costs, relocation costs, the costs of any improvements to be
Amendment No.2, if applicable. As stated in "A" above, the Agency intends to sell the Phase II,
38 lots to the Developer at the current AS IS fair market value of $1 00,000.
The Agency will be obligated under the Amendment No.2 to contribute the sum of $710,400 to
offset Developer infrastructure requirements in order to facilitate the development of the 38
single-family homes. However, the Agency's financial contribution to the Project will be offset
2
P:\Clcrical Services Dcpt\Stephanic\Maggic's Work\Summary Report-Amendment No 2.DDA-Ccntury CroweJls.doc
e
e
e
to some degree by the potential direct and indirect financial benefits that come with development
of the Site. Said benefits of the Amendment No.2 will be further discussed in item C and D of
this Report.
C. ESTIMATED VALUE OF THE INTEREST TO BE CONVEYED DETERMINED
AT THE HIGHEST AND BEST USES PERMITTED UNDER THE
REDEVELOPMENT PLAN: AND ESTIMATED VALUE OF THE INTEREST TO
BE CONVEYED BASED ON THE REOUIRED REUSE AND WITH THE
CONDITIONS. COVENANTS AND RESTRICTIONS REOUIRED UNDER THE
FIRST AMENDMENT:
The estimated AS IS value of the interested to be conveyed, 38 unimproved single-family lots, to
Developer at the highest and best uses permitted under the Redevelopment Plan is $100,000.
This value is determined to be fair market value given the development constraints associated
with the Site, such as, the lack of infrastructure improvements.
Moreover, the financial contribution to the Project by the Agency was determined by reviewing
the Developer's total development costs in relation to what the Developer is expected to generate
upon the resale of the Site. Based on the development pro-forma, the total Project costs are
estimated at $6 million and the resale price of the total Project are estimated at $5.4 million.
Without Agency financial assistance the Project could not be developed, nor with the negative
cash flow as depicted in the development pro-forma, of 0.14%, no Developer could be expected
to develop the Project at a loss. Thus, justifying the need for public assistance, one of the
fundamental purposes of redevelopment agencies. Assuming the Agency contributes the sum
of $710,4000 to the Project, the pro-forma, shows a 4% return to the Developer. Therefore, the
estimated profit to the Developer is 4%. This profit margin is less than the standard profit or
going rate for developments analogous to the proposed housing development which ranges
between eight (8%) to ten (10%) percent; in light of the Agency's financial contribution to the
Project, the Developer has agreed to accept 3% as their base profit, and share equally with the
Agency any cash flow above the 3% of gross revenues.
Moreover, previous economic reports commissioned by the Agency indicated that the Project as
proposed under the July 19, 2000 DDA was economically unfeasible if an assessment district
financing did not occur to help off-set Developer's up-front Project costs. In fact, based on this
report, it is unlikely that investors would be willing to contribute sufficient capital to undertake
any housing project given its limited return and the cost associated with the overall Project.
However, the low AS IS fair market value and the Agency's financial contribution to the Project
is intended to minimize the financial risks to the Developer.
In conclusion, the interest to be conveyed to Developer has been determined to be fair market
value based on the reuse and development of the Project subject to conditions, covenants and
restrictions place by the Agency under the original DDA, Amendment No. I and Amendment
No.2 and the conditions of the Site, and the evidence contained in this Report. Moreover, the
purchase price and development of the Project has been determined at the highest and best use
consistent with the permitted uses under the Redevelopment Plan for the Northwest
Redevelopment Project Area.
3
P:\Clerical Services Dept\5tephanie\Maggie's Work\Summary Repon-Amendment No 2.DDA-Century Crowells.doc
e
e
e
Furthermore, the interest in the Project to be conveyed to the Developer will be developed in
conformance with the City's General Plan and Housing Element, Municipal Development Code,
and Agency's AB 1290 Implementation Plan.
D. EXPLANATION OF WHY THE SALE OF THE SITE AND THE PROPERTY
WILL ASSIST IN THE ELIMINATION OF BLIGHT WITH REFERENCE TO
ALL SUPPORTING FACTS AND MATERIALS RELIED UPON IN MAKING
SUCH EXPLANATION:
The development proposed under the Amendment No.2 will reduce blight, create replacement
housing units for the Agency and City, provide homeownership opportunities, temporary
construction jobs for area residents; improve the image and enhance neighborhood conditions;
increase property taxes and property values, thus improving the quality of life for residents
within the Northwest Project Area.
In addition to blight eradication, the proposed Project is consistent with the adopted Agency
Five-Year Implementation Plan, which sets forth the following goals and objectives.
. Creation of viable housing options within the redevelopment project area that span a range of
incomes, including housing for the indigent;
. Creative implementation of catalyst projects which spur reinvestment on surrounding blocks.
. Improvements or construction of new water and sewer lines, streets, sidewalks, parkways,
and lighting in the public right of way.
. Continued participation in the enhancement of the public infrastructure system.
. Acquisition and development of property to abate nuisance uses and provide for future
development.
The Amendment No.2 will assist the Agency in meeting several of its objectives and goals set
forth above, specifically, by encouraging reinvestment and revitalization in blighted
neighborhoods and provide decent, up-scale housing for area residents at affordable and market
housing prices.
4
P:\Clerical Services Depl\Stephanie\Maggie's Work\Summary Report-Amendment No 2.0DA-Centuty Crowells.doc
e 2
3
4
5
6
7
8
9
10
11
12
13
e 14
15
16
17
e
RESOLUTION NO.
~(0\~'0r;
~~Lr--' )J
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION
OF THE CITY OF SAN BERNARDINO APPROVING AND
AUTHORIZING THE AGENCY CHAIRPERSON, OR ITS DESIGNEE,
TO EXECUTE AN AMENDMENT ("AMENDMENT NO.2") TO THE
THAT CERTAIN DISPOSITION AND DEVELOPMENT AGREEMENT
DATED JULY 19, 1999, (THE "DDA") AND SUBSEQUENTLY
AMENDED ON DECEMBER 4, 2000, BY AND BETWEEN THE
REDEVELOPMENT AGENCY AND CENTURY CROWELL
COMMUNITIES, L.P., ("DEVELOPER") - DEVELOPMENT OF 38
PARCELS LOCATED WITHIN THE NORTHWEST REDEVELOPMENT
PROJECT AREA
WHEREAS, the Redevelopment Agency of the City of San Bernardino (the "Agency")
owns or has a beneficial interest in certain subdivided lands referred to in this Resolution
collectively as the "Sites" which are situated within the redevelopment project area of the
Northwest Redevelopment Project Area described as: Lots No.s I through 38 Subdivision
Tract Map No. 13822 ( the "Phase II Site"); and
WHEREAS, the City of San Bernardino (the "City") acquired the Phase II Sites from
18
Dukes-Dukes and Associates, which said agreement was cancelled following the approval of an
"Agreement for Relinquishment of Rights and Forgiveness of Obligations" (the "Relinquishment
Agreement") dated as of February 21, 1994 by and between Dukes-Dukes and Associates and
the Agency; and
WHEREAS, subsequent to the Relinquishment Agreement, the Agency entered into a an
Exclusive Right to Negotiate for Property Acquisition and Redevelopment Assistance on
February 1,1999, and thereafter, the Disposition and Development Agreement (the "DDA") wit
Century Crowell Communities, L. P., a California limited partnership (the "Developer") on July
19, 1999, and as subsequently amended on December 4,2000, (the "Amendment No.1") for
development of Phase I consisting of twenty four (24) single family homes under certain terms
and conditions, the said Amendment No.1 contemplated that the Developer would have an
19
20
21
22
23
24
25
-1-
e
5
6
7
8
9
10
11
12
13
e 14
15
16
e
2
3
4
option, but under no obligation to purchase the Phase II Sites from the Agency, under certain
negotiated terms and conditions between the Agency and Developer; and
WHEREAS, the Agency and Developer desire to amend the Agreement, (the
Amendment No.2") to the Agreement; and
WHEREAS, it is appropriate for the Commission to take the actions as it pertains to the
Amendment No.2 and approve the Amendment No.2 as set forth in this Resolution.
NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION ACTING
ON BEHALF OF THE REDEVELOPMENT AGENCY OF THE CITY OF SAN
BERNARDINO DO HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. On January 7, 2002, Commission conducted a full and fair joint public
hearing with the Mayor and Common Council of the City of San Bernardino relating to the
disposition and redevelopment of the Phase II Sites by the Developer pursuant to the terms and
conditions of the Amendment No.2. The minutes ofthe Agency Secretary for the January 7,
2002 meeting ofthe Commission shall include a record of all communication and testimony
submitted to the Commission by interested persons relating to the joint public hearing, the 33433
Summary Report and the approval of the Amendment No.2.
Section 2. A copy of the Amendment No.2 in the form submitted at the joint public
hearing is on file with the Agency Secretary. The Commission hereby finds and determines as
follows:
17
18
19
20
21
22
23
24
25
(I)
the disposition and redevelopment of the Phase II Sites by the Developer in
accordance with the Amendment No.2 is consistent with the Redevelopment Plan
for the Northwest Redevelopment Project Area and the Agency Implementation
Plan;
the terms and conditions of the Agreement contain assurances that the Phase II
Sites will be redeveloped for affordable single family residential dwelling
purp6ses as permitted under the Redevelopment Plan;
(2)
-2-
e 2
3
4
5
6
7
8
9
10
11
12
13
e 14
15
16
17
18
19
20
21
22
23
24
25
e
(3) the purchase price for the Sites payable by the Developer to the Agency, subject
to the satisfaction of the terms and conditions of the Agreement, is an amount
which the Commission declares to be fair market value, and the disposition of the
Phase II Sites on the terms set forth in the Amendment No.2 shall materially
benefit and sustain the implementation of the Redevelopment Plan and assist the
community to increase the supply of affordable single family residential dwelling
units available to persons and households of a low and moderate income.
Section 3. The Commission hereby finds and determines that no further
environmental review by the Agency of the disposition and redevelopment of the Phase II Sites
of the Developer pursuant to the terms and conditions of the Amendment No.2 is necessary at
this time under the California Environmental Quality Act (CEQA), as amended, in light of
following facts: (I) the final subdivision Tract Map 13822 for the Phase II Sites have previously
been recorded and the redevelopment of the Phase II Sites by the Developer pursuant to the
Amendment No.2 will not require any revisions or changes in the approved subdivision tract
maps for the Phase II Sites; and (2) the redevelopment of the Phase II Sites by the Developer
pursuant to the Amendment No.2 does not involve any new significant increase in the severity
of previously identified environment effects which were not previously considered as part of the
approval of the subdivision tract maps for the Phase II Sites; and (3) the Phase II Sites are
situated in the redevelopment project area of the Northwest Redevelopment Project and by virtue
of the facts set forth in subparagraph (I) and (2)above, pursuant to the provisions of Title 14,
California Code of Regulation Section 15180, no further review ofthe potential effect of the
redevelopment ofthe Phase II Sites in accordance with the Amendment No.2 is required at this
time under CEQA and the final EIR for the Northwest Redevelopment Project Area.
Section 4. The Commission hereby approves, receives and files the 33433 Report
and the Amendment No.2 in the form as submitted at this joint public hearing.
Section 5. The Commission hereby approves the disposition of the Phase II Sites to
-3-
e
11
12
13
e 14
15
16
17
18
19
2
3
4
5
6
7
8
9
10
the Developer on the terms set forth in the Amendment No.2. The Chair of Commission and the
Executive Director are hereby authorized and directed to execute the Amendment No.2 on
behalf of the Agency together with such technical and conforming changes as may be
recommended by the Executive Director and approved by the Agency Counsel. The signatures
of the Chair of the Commission and the Executive Director on the Amendment No.2 shall
provide conclusive evidence that the Amendment No.2 has taken effect. In the event that the
Amendment No.2 may not be fully executed by the parties for any reason within sixty (60) days
following the date of adoption, of this Resolution, the authorization granted to the Chair of the
Commission and the Executive Director to execute the Amendment No.2 on behalf of the
Agency shall be of no further force or effect.
Section 6. Provided that the Amendment No.2 has been fully executed by the parties
within the period of tine set forth in Section 5 of this Resolution, the Executive Director of the
Agency is hereby authorized and directed to take all actions set forth in the Amendment No.2 on
behalf of the Agency to close the escrow transaction described therein. The Chair of the
Commission and the Executive Director are further authorized and directed to execute an
acknowledgement of acceptance of transfer of title of the Phase II Sites from the City pursuant to
the Resolution of the Mayor and Common Council of even date herewith, and to execute the
final form of the Agency Grant Deed transferring title in the Phase II Sites from the Agency to
the Developer upon satisfaction of the applicable conditions for the close of the escrow set forth
20 in the Amendment No.2.
21 IIII
22 IIII
23 1///
24 IIII
25 IIII
e
-4-
.
25
26
27
.28
I
2
3
4
5
6
7
8
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION
OF THE CITY OF SAN BERNARDINO APPROVING AND AUTHORIZING
THE AGENCY CHAIRPERSON, OR ITS DESIGNEE, TO EXECUTE AN
AMENDMENT ("AMENDMENT NO.2") TO THE THAT CERTAIN
DISPOSITION AND DEVELOPMENT AGREEMENT DATED JULY 19,
1999, (THE "DDA") AND SUBSEQUENTLY AMENDED ON DECEMBER 4,
2000, BY AND BETWEEN THE REDEVELOPMENT AGENCY AND
CENTURY CROWELL COMMUNITIES L.P., ("DEVELOPER") _
DEVELOPMENT OF 38 PARCELS LOCATED WITHIN THE NORTHWEST
REDEVELOPMENT PROJECT AREA
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community
Development Commission of the City of San Bernardino at a
22
23
meeting thereof, held
Judith Valles, Chairperson
Community Developers Commission
24
Approved as t
~
By: .
-5-
/.
e 2
3
4
5
6
7
8
9
10
II
12
13
e 14
15
16
17
25
e
fr -''07
. ~; \::J u-~ 11
RESOLUTION NO.
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO (1) ACKNOWLEDGING RECEIPT OF A
SUMMARY REPORT RELATING TO THE PROPOSED AMENDMENT
NO.2 TO THAT CERTAIN DISPOSITION AND DEVELOPMENT
AGREEMENT DATED JULY 19, 1999 AND SUBSEQUENTLY
AMENDED ON DECEMBER 4, 2000, BY AND BETWEEN THE AGENCY
AND CENTURY CROWELL COMMUNITIES, L.P., ("DEVELOPER"),
AND (2) AUTHORIZING THE SALE BY THE REDEVELOPMENT
AGENCY OF THE 38 PARCELS LOCATED AT THE NORTHEAST
CORNER OF CALIFORNIA AND 16TH STREETS TO THE DEVELOPER-
NORTHWEST REDEVELOPMENT PROJECT AREA
WHEREAS, the Redevelopment Agency of the City of San Bernardino ( the "Agency")
owns or has a beneficial interest in certain subdivided lands referred to in this Resolution
collectively as the "Sites" which are situated within the redevelopment project area of the
Northwest Redevelopment Project Area described as: Lots No.s I through 38 Subdivision
Tract Map No. 13822 ( the "Phase II Site") ; and
WHEREAS, the City of San Bernardino (the "City") acquired the Phase II Sites from
18
Dukes-Dukes and Associates, which said agreement was cancelled following the approval of an
"Agreement for Relinquishment of Rights and Forgiveness of Obligations" (the "Relinquishment
Agreement") dated as of February 21, 1994 by and between Dukes-Dukes and Associates and
the Agency; and
WHEREAS, subsequent to the Relinquishment Agreement, the Agency entered into a an
Exclusive Right to Negotiate for Property Acquisition and Redevelopment Assistance on
February I, 1999, and thereafter, the Disposition and Development Agreement (the "DDA") wit
Century Crowell Communities, L. P., a California limited partnership (the "Developer") on July
19, 1999, and as subsequently amended on December 4,2000, (the "Amendment No.1") for
development of Phase I consisting of twenty four (24) single family homes under certain terms
and conditions, of and said Amendment No.1 contemplated that the Developer would have an
19
20
21
22
23
24
-1-
e 2
3
4
5
6
7
8
9
10
11
12
13
e 14
15
16
e
17
18
19
20
21
22
23
24
25
option, but under no obligation to purchase the Phase II Sites from the Agency, under certain
negotiated terms and conditions between the Agency and Developer; and
WHEREAS, the Agency and Developer desire to amend the prior Agreements to include
the sale of the Phase II Sites to the Developer and the parties have prepared and agreed upon the
amendment to the prior Agreements (the" Amendment No.2"); and
WHEREAS, it is appropriate for the Mayor and Common Council to take the actions
with respect to the 33433 Report and the Amendment No.2 and to formalize the transfer of the
legal title in the Phase II Site from the Agency for disposition and redevelopment pursuant to the
DDA, the Amendment No.1 and No.2 subject to the conditions set forth in this Resolution.
NOW, THEREFORE, THE MAYOR AND COMMON COUNCIL OF THE CITY OF
SAN BERNARDINO DO HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. On January 7, 2002, the Mayor and Common Council conducted a full and
fair joint public hearing with the Community Development Commission of the City of San
Bernardino relating to the disposition and redevelopment of the Phase II Sites by the Developer
pursuant to the terms and conditions of the Amendment No.2. The minutes of the City Clerk
shall include a record of all communication and testimony submitted to the Mayor and Common
Council by interested persons relating to the joint public hearing, the 33433 Summary Report
and the approval of the Amendment No.2.
Section 2. This Resolution is adopted in order to satisfy the provisions of Health and
Safety Code Section 33433 as it relates to the disposition and sale of the Phase II Sites by the
Agency to the Developer on the terms and conditions set forth in the Amendment No.2. A copy
of the Amendment No.2 in the form submitted at the joint public hearing is on file with the
Agency Secretary. The Mayor and Common Council hereby find and determine as follows:
(I) the disposition and redevelopment of the Phase II Sites by the Developer is
consistent with the Redevelopment Plan for the Northwest Redevelopment Projec
Area, the Agency Implementation Plan and the City's Consolidated Plan;
-2-
e 2
3
4
5
6
7
8
9
10
11
12
13
e 14
15
16
17
18
19
20
21
e
(2) the terms and conditions of the Amendment No.2 contain sufficient assurances
that the Phase II Sites will be redeveloped for affordable single family residential
dwelling purposes as permitted under the redevelopment plan;
(3) the purchase price for the Phase II Sites payable by the Developer to the Agency,
subject to the satisfaction of the terms and conditions of the Amendment No.2, is
an amount which the Community Development Commission has determined to be
fair market value, and the redevelopment of the Phase II Sites, shall materially
benefit and sustain the implementation of the redevelopment plan and assist the
community on increasing the supply of affordable single family residential
housing for low and moderate income households.
Section 3.
The Mayor and Common Council hereby find and determine that no
further environmental review of the disposition and redevelopment of the Phase II Sites pursuant
to the Amendment No.2 is necessary at this time under the California Environmental Quality
Act (CEQA), as amended, in light of following facts: (I) the final subdivision Tract Map 13822
for the Phase II Sites have been previously recorded and the development contemplated pursuant
to Amendment No.2 will not require any major changes in the approved subdivision map (2) the
Phase II Sites are situated in the redevelopment project of the Northwest Redevelopment Project
and by virtue of the facts set forth in subparagraph (I) above, pursuant to the provisions of Title
14, California Code of regulation Section 15180, no further review of the potential effect of the
redevelopment of the Phase II Sites in accordance with the Amendment No.2 is required at this
time under CEQA and the final EIR for the Northwest Redevelopment Project Area.
Section 4.
The Mayor and Common Council hereby approved, receive and file the
33433 Summary Report and the Amendment No.2 in the form as submitted at this joint public
22
hearing.
23
Section S.
The Mayor and Common Council hereby approve the disposition of the
24
.
Phase II Sites by the Agency to the Developer as set forth in the Amendment No.2.
25
-3-
e
2
3
4
5
Section 6. Subject to the satisfaction by the Developer and the Agency of the
conditions precedent for the close of escrow transaction as set forth in the Amendment No.2, the
Mayor and the City Clerk are hereby authorized and directed to executed the appropriate form of
a quitclaim deed which transfers all of the right, title and interest of the City in the Phase II Sites
to the Agency concurrently upon the close of such escrow transaction, if necessary.
6 IIII
7 IIII
8 IIII
9 IIII
10 IIII
II IIII
12 IIII
13 IIII
e
14 IIII
15 IIII
16 IIII
17 IIII
18 IIII
19 IIII
20 IIII
21 IIII
22 IIII
23 IIII
24 1///
25
e
-4-
.
2
3
4
5
6
7
8
9
10
11
12
. 13
14
15
16
17
18
19
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO (1) ACKNOWLEDGING RECEIPT OF A
SUMMARY REPORT RELATING TO THE PROPOSED AMENDMENT
NO.2 TO THAT CERTAIN DISPOSITION AND DEVELOPMENT
AGREEMENT DATED JULY 19, 1999 AND SUBSEQUENTLY
AMENDED ON DECEMBER 4, 2000, BY AND BETWEEN THE AGENCY
AND CENTURY CROWELL COMMUNITIES, L.P., ("DEVELOPER"),
AND (2) AUTHORIZING THE SALE BY THE REDEVELOPMENT
AGENCY OF THE 38 PARCELS LOCATED AT THE NORTHEAST
CORNER OF CALIFORNIA AND 16TH STREETS TO THE DEVELOPER-
NORTHWEST REDEVELOPMENT PROJECT AREA
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and
Common Council ofthe City of San Bernardino at a
meeting thereof, held on the
day of
, 2002, by the following vote to wit:
Council Members:
Aves
Navs
Abstain
Absent
ESTRADA
LIEN
MCGINNIS
SCHNETZ
SUAREZ
ANDERSON
MC CAMMACK
Rachel G. Clark
20
The foregoing resolution is hereby approved this
day of
,2002.
21
22
23
Judith Valles, Mayor
City of San Bernardino
Approved as to form and Legal Content:
24
. 2~ By: ~A +- - () e-,~____
. (Jty Attorney
-5-
.,/)
~1i~7 B
j /7/tI/
e
e
e
RECORDING REQUESTED BY AND
WHEN RECORDED MAIL TO:
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
201 North "E" Street, Suite 301
San Bernardino, California 92401
(Space Above Line for Use By Recorder)
SECOND AMENDED AND RESTATED DISPOSITION AND DEVELOPMENT
AGREEMENT ('AMENDMENT NO.2)
BY AND BETWEEN
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
AND
CENTURY CROWELL COMMUNITIES, L.P.
a California Limited Partnership
JANUARY 7, 2002
P:\Amend NO 2 DDA-CENTURY HOMES.doc
e
e
e
TABLE OF CONTENTS
Paqe
TERMS AND CONDITIONS .............................. . . . . . . . . . . . . . 1
Section 1.01. Purpose of Agreement ..................... . . . . . . . 1
Section 1.02. The Site........................... . . . . . . . . . . . . . 2
Section 1.03. Parties to the Agreement........................ 2
Section 1.04. prohibition Against Change in Ownership,
Management and Control of Developer and
Assignment of Agreement ......................... 2
Section 1.05. Benefit to Project Areas ........... .............4
ARTICLE II
DISPOSITION OF SITE ...................................... 4
Section 2.01. Purchase and Sale of the Site ...................4
Section 2.01.2. Additional Consideration............... .......4
Section 2.01.3 Definition of Purchase Price.................... 6
Section 2.02. Payment of Purchase Price; Application or Return
of Deposit...................................... 6
Section 2.03. Opening and Closing of Escrow................... 9
Section 2.04. Escrow Instructions................... .........10
Section 2.05. Conveyance of Title............................ 11
Section 2.06. Additional Closing Obligations of Agency....... 12
Section 2.07. Closing Obligations of Developer ... ............ 13
Section 2.08. Inspections and Review......................... 13
Section 2.09. Due Diligence Investigation of the Site ........16
Section 2.10. Due Diligence Approval Certificate............. 17
Section 2.11. Books and Records.............................. 17
- i -
EBEO/0001/DOC/001-l
11/15/00 200 jmm
e
e
e
Section 2.12. Condition of the Site; Developer's Release.... 17
Section 2.13. Review and Approval of Condition of Title by the
Developer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Section 2.14. Survey......................................... 20
Section 2.15. Extension of Due Diligence Period ..... .... ..... 21
Section 2.16. Developer's Conditions Precedent ...... ... ...... 21
Section 2.17. The Agency's Conditions Precedent .. ............ 22
Section 2.18. Delivery of Documents and Purchase Price After
Closing Date by Escrow Holder.................. 23
Section 2.19. Satisfaction of Conditions ............ ...... ... 23
Section 2.20. Termination.................................... 23
Section 2.21. Prorations, Closing Costs, Possession ..........24
Section 2.22. BREACH OF ARTICLE II BY THE AGENCY; LIQUIDATED
DAMAGES PAYABLE BY THE AGENCY TO THE DEVELOPER . 26
Section 2.23. BREACH BY THE DEVELOPER OF ARTICLE II; LIQUIDATED
DAMAGES PAYABLE BY THE DEVELOPER TO THE AGENCY . 27
Section 2.24. Representations and Warranties ..... ... ... ...... 27
Section 2.25. Damage, Destruction and Condemnation ..... ...... 31
ARTICLE III
DEVELOPMENT OF THE SITE....... . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Section 3.01.
Development by Developer. . . . . . . . . . . . . . . . . . . . . . . 31
Section 3.02.
[RESERVED - - NO TEXT] .......................... 39
Section 3.03.
Taxes, Assessments, Encumbrances and Liens .....39
Section 3.04.
prohibition Against Transfer....... . . . . . . . . . . . . 39
Section 3.05.
Security Financing; Right of Holders ..... ......40
- ii -
SBEO/0001/OOC/001-l
11/15/00 200 jmm
e
Section 3.06. Right of the Agency to Satisfy Other Liens on the
Site after Conveyance of Title .................44
Section 3.07. Certificates of Completion..................... 44
ARTICLE IV
USE OF THE SITE........................... . . . . . . . . . . . . . . . 45
Section 4.01. Uses........................................... 45
Section 4.02. Maintenance of the Site ........................46
Section 4.03. Obligation to Refrain from Discrimination ......47
Section 4.04. Form of Nondiscrimination and Nonsegregation
Clauses ........................................ 47
Section 4.05. Effect and Duration of Covenants ...... ......... 48
ARTICLE V
DEFAULTS, REMEDIES AND TERMINATION.. .................. ... 49
Section 5.01. Defaults - General............................. 49
e Section 5.02.
Section 5.03.
Section 5.04.
Section 5.05.
Legal Actions ......................... . . . . . . . . . 50
Rights and Remedies are Cumulative .............50
Damages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Specific Performance........................... 50
Section 5.06. Agency Rights of Termination Following Close of
Escrow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Section 5.07. Right to Reenter, Repossess and Revest ...... ... 52
ARTICLE VI
GENERAL PROVISIONS ............ . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Section 6.01. Notices, Demands and Communications Between the
Parties ............................... . . . . . . . . . 54
Section 6.02.' -Conflict of Interest........................... 55
e
Section 6.03. Warranty Against Payment of Consideration for
Agreement .......................... . . . . . . . . . . . . 55
- Hi -
SBEO/0001/DOC/001-l
11/15/00 200 jrnm
e
e
e
Section 6.04. Nonliability of Agency Officials and Employees
55
Section 6.05. Enforced Delay: Extension of Time of Performance
Section 6.06. Inspection of Books and Records ................57
Section 6.07. Approvals...................................... 57
Section 6.08. Real Estate Commissions ........................57
Section 6.09. Indemnification ......... .......................57
Section 6.10. Release of Developer from Liability... ......... 57
Section 6.11. Attorneys' Fees ....................... . . . . . . . . . 58
Section 6.12. Effect......................................... 58
ARTICLE VII
ENTIRE AGREEMENT, WAIVERS AND AMENDMENT. . . . . . . . . . . . . . . . . .58
Section 7.01. Entire Agreement ...............................58
ARTICLE VIII
TIME FOR ACCEPTANCE OF AGREEMENT BY AGENCY AND RECORDATION
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Section 8.01. Execution and Recordation...................... 59
EXHIBIT "A"
LEGAL DESCRIPTION
SITE....... ....................................... . Exh. "All
EXHIBIT "B"
AGENCY GRANT DEEDS I AND II..... ...... ............ . Exh. "B"
EXHIBIT "c"
SCOPE OF DEVELOPMENT
................................................... Exh. "c"
EXHIBIT "D"
SCHEDULE OF PERFORMANCE
................................................... Exh. "D"
- iv -
SBE0/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
EXHIBIT "F"
CERTIFICATE OF COMPLETION
.. ................... ................... . ...... Exh. IIFlI - 1
EXHIBIT "G"
COMMUNITY REDEVELOPMENT HOUSING AFFORDABILITY
COVENANTS AND RESTRICTIONS ..................... Exh. "GII - 1
- V -
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
THIS SECOND AMENDED AND RESTATED DISPOSITION AND
DEVELOPMENT AGREEMENT (this "AMENDMENT NO.2") is entered into as
of JANUARY 7TH, 2002, by and between the REDEVELOPMENT AGENCY OF
THE CITY OF SAN BERNARDINO, a public body corporate and politic
(the "Agency") and CENTURY CROWELL COMMUNITIES, LP, a California
limited partnership (the "Developer").
RECITALS
.
A. WHEREAS, the Agency and the Developer entered into the
original Disposition and Development Agreement (the "Original
DDA") on July 19, 1999; and as subsequently amended on December
4, 2000, ( the "Amendment No.1");
B. WHEREAS, the Agency and the Developer now desire to enter
into this Amendment No.2 in order to amend their respective
rights, duties and obligations and to set forth new or
additional terms and conditions to the Original DDA and
Amendment No. 1 and to enable the development of the second
phase of the Project, development of thirty-eight (38)single
family homes; and
C. WHEREAS,
and supersede
entirety.
this Amendment No.2
the Original DDA
shall, upon execution,
and Amendment No. 1
amend
in its
NOW, THEREFORE, FOR GOOD AND VALUABLE CONSIDERATION, THE
RECEIPT AND SUFFICIENCY OF WHICH IS HEREBY ACKNOWLEDGED, THE
AGENCY AND THE DEVELOPER HEREBY AGREE AS FOLLOWS:
TERMS AND CONDITIONS
Section 1.01. Purpose of Agreement. The purpose of
this Amendment No.2 is to effectuate various redevelopment plans
of the Agency by making available affordable housing for low-
and moderate-income homebuyers and to cause the residential
development of a single family housing tract (the "Site"). The
Site is situated within the redevelopment project area of the
Northwest Redevelopment proj ect in the City of San Bernardino,
California (the "City"). A legal description of the Site is
attached hereto as Exhibit "A" and incorporated herein by this
reference. The development of the Site pursuant to this
Amendment No.2 is in the vital and best interests of the City
and the health, safety and welfare of its residents, and in
1
SBEO/0001/DOC/001-1
11/15/00 200 jrnm
e
e
e
accord with the public purposes and provisions of applicable
state and local laws. The Agency has determined that the
development and uses contemplated by this Amendment No. 2 wi 11
benefit the low- and moderate-income housing needs of the
Ci ty as well as the various redevelopment proj ect areas of the
City.
Section 1.02. The Site. The Site, which is
designated as Subdivision Tract Map No. 13822, consists of a
total of THIRTY - EIGHT subdivided lots (each lot in the Si te,
shall be referred to hereafter as a "Site Lot"). Promptly
following the purchase of the Site from the Agency, the
Developer shall undertake the development, improvement,
marketing and sale of single-family detached residential homes
on each Site Lot. The provisions of this Amendment No.2 are
applicable to the Site in its entirety. The Legal Description of
the Site is attached hereto as Exhibit "A".
Section 1.03. Parties to the Aqreement.
(a) The Aqency. The Agency is a public body,
corporate and politic, exercising governmental functions and
powers and organized and existing under Chapter 2 of the
Community Redevelopment Law of the State of California (Health
and Safety Code Section 33020, et ~.) The principal office of
the Agency is located at 201 North "E" Street, Suite 301, San
Bernardino, California 92401.
(b) The Developer. The Developer
Communities, L.P., a California limited
principal office and mailing address of
purposes of this Restated Agreement is: 1535
Suite 200, San Bernardino, California 92408.
is Century Crowell
partnership. The
the Developer for
South "D" Street,
2
SBEO/0001/DOC/001-l
11/15/00 200 jmm
e
e
e
Section 1.04. Prohibition Against Change in
Ownership, Management and Control of Developer and Assignment of
Agreement. The qualifications and identity of the Developer are
of particular concern to the Agency. It is because of those
qualifications and identity that the Agency has entered into
this Restated Agreement with the Developer. No voluntary or
involuntary successor in interest of the Developer shall acquire
any rights or powers under this Amendment No.2 except as
expressly set forth herein.
Except as set forth in Section 3.04, the Developer
shall not assign all or any part of this Amendment No.2
Agreement or any rights hereunder prior to the issuance of the
final Certificate of Completion without the prior written
approval of the Agency Executive Director, which approval shall
not be unreasonably withheld or delayed.
The Developer shall promptly notify the Agency in
writing of any material change in the identity of the parties
either comprising or in control of the Developer, as well as any
and all changes in the interest or the degree of control of the
Developer by any such party, of which information the Developer
or any of its partners or officers has been notified or may
otherwise have knowledge or information. This Amendment No.2
may be terminated by the Agency prior to the Close of the Escrow
as set forth in Section 2.03 if there is any material change,
whether voluntary or involuntary, in membership, ownership,
management or control of the Developer (other than such changes
occasioned by the death or incapacity of any individual) that
has not been approved by the Agency prior to the time of such
change or the Agency may seek other appropriate relief in the
event that at any time following the Close of Escrow and prior
to issuance of the final Certificate of Completion such a
material change in the ownership, or control of the Developer
occurs with respect to the Site; provided, however, that (A) the
Agency shall first notify the Developer in writing of its
intention to terminate this Amendment No.2 Agreement or assert
any other such remedy, and (8) the Developer shall have twenty
(20) calendar days following its receipt of such written notice
to commence and thereafter diligently and continuously proceed
wi th the cure of the default of the Developer hereunder and
submit evidence of the initiation of satisfactory completion of
such cure to the Agency in a form and substance deemed
satisfactory to the Agency, in its reasonable discretion.
3
SBEO/0001/DOC/001-1
11/15/00 200 jrnm
e
e
e
For the purpose of this Section 1.04 the words
"material change" refer to any total or partial sale,
assignment, or conveyance, or any trust power or any transfer in
any other mode or form by the Developer of more than a forty-
nine percent (49%) interest of the ownership of the Developer,
and/or a series of such sales, assignments or conveyances which
in the aggregate exceed a disposition or change of more than a
forty-nine percent (49%) interest of the ownership of the
Developer.
Section 1.05. Benefit to proj ect Areas. The Agency
has determined that the disposition and development of the Site
to Developer in accordance with this Amendment No.2 will
eliminate blight and provide needed low- and moderate-income
housing to the Northwest Redevelopment Proj ect Area as well as
to areas in proximity thereto, which housing is needed due to
the insufficiency of new affordable housing within the City
generally.
ARTICLE II
DISPOSITION OF SITE
Section 2.01. Purchase and Sale of the Site. Subject
to all of the terms, conditions and provisions of this
Agreement, and for the consideration of the Purchase Price for
the Site as herein set forth, the Agency hereby agrees to sell
and the Developer hereby agrees to purchase all of the rights,
ti tIe and interest of the Agency in the Site as more fully
described in Exhibit "A," subject to the conditions and
limitations as set forth in said Exhibit "A.
Section 2.01.2. Additional Consideration
(a) Assiqnment of Sewer Capacity Rights: As part of
consideration for the purchase and sale of the Site, the Agency
shall have the option, but under no obligation, to transfer at
Close of Escrow, all of its rights title and interest in any
prepaid sewer and water capacity fees it owns for the Site and
or other such prepaid utility fees, (hereinafter "Prepaid
Fees"), up to a guaranteed amount of ONE HUNDRED FORTY FOUR
THOUSAND, FOUR HUNDRED DOLLARS ($144,400). Should the Agency
choose to transfer such Prepaid Fees to the Developer, then
Agency's financial contribution to the Project, as further
described in (b) below, in the amount of not too exceed $710,400
4
SBEO/0001/OOC/001-l
11/15/00 200 jrnm
e
e
e
will be decreased accordingly. Should Escrow fail to Close, or
should this Agreement otherwise be terminated prior to Close of
Escrow, or should Agency reacquire the Site after Close of
Escrow pursuant to Developer's default under this Agreement (as
hereinafter defined), then all such rights, title and interest
in the Prepaid Fees shall automatically revert back the Agency
upon such reacquisition by Agency.
(b) Aqency financial Assistance for Infrastructure
Improvements ( the "Assistance") and Sharinq of
Developer Profit
In order to facilitate the development of the Project
as provided in Exhibit "CO, Scope of Development, the Agency
agrees to contribute the sum of not to exceed $710,400 to the
Developer for the construction of necessary off-site and on site
improvements ( the "Improvements"). The Improvements shall
include, but not limited to: sewers, storm drains, utilities,
grading, paving, sidewalks, curbs, gutter, etc. Should the
Agency contribute any Prepaid Fees to the Developer for
development of the Site, then the Agency's contribution of
$710,400 will be adjusted or decreased accordingly.
The Developer will be required to construct the
Improvements, and upon completion of said Improvements, the
Developer will submit evidence satisfactory to the Agency that
said costs associated with the Improvements have been paid by
the Developer and the Agency will reimburse the Developer upon
such evidence of the Improvements being constructed and paid
for. The Assistance is based on the representation that the
Developer has prepared such Development Proforma illustrating
that the Project necessitates at least $850,000 of
infrastructure Improvements.
It is further agreed that upon completion of the
Project, the Developer shall be entitled to a profit of not more
than 3% of the total Net Sales Revenue. The Developer and
Agency agree, that in consideration of the Agency's Assistance
to the Project, the Developer and Agency shall share equally the
surplus cash flow above the payment of the Developer profit of
3%.
(c) Mortqaqe Assistance Proqram. As part of the
consideration for the purchase and sale of the Site, the Agency
hereby further agrees to allow the Developer's buyers the right
to access the balance of the mortgage assistance funds remaining
5
SBEO/0001/DOC/001-l
11/15/00 200 jmm
e
e
e
from the Phase I development, to provide financing assistance to
Qualified Home Buyers (as that term is hereinafter
defined) pursuant to a Mortgage Assistance Program ("MAP") that
provides financing for downpayment or closing costs for homes
purchased at the Site in an amount up to 10% of the purchase
price for each home electing to participate in MAP. The maximum
aggregated sum of One Hundred Sixty Six Thousand Dollars
($166,000) will be available for the Developer's homebuyer's,
and at financing rates and under further terms to be specified
by the Agency.
Section 2.01.3 Purchase Price for the Site. The
Agency agrees to sell the Site and the Developer agrees to
purchase the Site in an AS IS CONDITION and at the FAIR MARKET
VALUE OF ONE HUNDRED THOUSAND DOLLARS ($100,000) in United
States currency (the "Site Purchase Price").
Section 2.02. Payment of Purchase Price; Application
or Return of Deposit.
(a) As of the date of this Agreement, the Developer
has deposited the sum of Twenty Five Thousand Dollars
($25,000.00) (the "Deposit") with First American Title Insurance
Company ("Escrow Holder") , Escrow # As of
2001, the Deposit has been placed into an
interest-bearing escrow account with the interest thereon to
accrue to the benefit of the Developer.
At the Close of Escrow (as hereinafter defined), the
Deposit, together with all interest earned thereon, less costs
of closing payable by Developer, shall be applied to the site
Purchase Price, or as further provided for under this Amendment
No.2.
(b) Payment of Purchase Price. The Site Purchase
Price shall be payable to the Agency at the close of Escrow.
In addition to the Site Purchase Price, the Developer shall pay
to the Agency a portion of the Net Profits upon sale of the
entire Site ( "Profit of the Developer") pursuant to
Section The Profit of the Developer shall be due and
payable to the Agency within thirty (30) days following the
earlier date of:
(A) the close of the last New Home Escrow for
the sale of all of the completed New Homes
in the Site; or
6
SBEO/0001/00C/001-1
11/15/00 200 jmm
e
e
e
(B) the sale, transfer, assignment or other
hypothecation of the interest of the
Developer in all of the Site Lots to a third
party, other than to New Homeowners or
except for a permitted construction-related
financing authorized by Section 3.04.
"Profit of the Developer" means and refers to the
gross amount realized by the Developer upon the sale
or transfer of its interest in the original OOA or
this Amendment No.2 or in the Site, after deducting
the Project Costs incurred during the course of the
acquisition and development of the Site.
"Project Costs" means and refers to the aggregate of
the following customary and commercially reasonable
costs incurred by the Developer in connection with the
acquisition and development of the Site:
(A) the Purchase Price of the Site payable to
the Agency;
(B)
the cost of Site preparation;
(C) architectural,engineering, legal, accounting,
consul ting, and other fees paid in
connection with the planning, execution and
financing of the project on the Site
including the cost of furnishing one or more
models of the model homes to be constructed
at the Site;
(0)
the costs of
surveys, plans
(C) above;
other necessary studies,
and permits not included in
(E) the cost of insurance, interest and
financing for the construction of the New
Homes, surety and completion bonds, property
taxes, and special assessment costs incurred
during the course of construction of the
project on the Site;
(F)
the cost of construction of the New Homes on
the Site;
7
SBEO/OOOI/DOC/OOl-l
11/15/00 200 jmm
e (G) the cost of all other improvements to the
Site including landscaping, fencing, site
preparation and the installation of streets,
sewers, utilities, and other off-site
improvements incurred by Developer;
(H)
indirect costs of the
construction of the New
cost of a construction
construction security
services;
Developer for the
Homes, including the
superintendent, and
by private patrol
(I) New Home sales marketing and advertising
costs and the cost payable by the Developer
as escrow costs, fees and charges upon the
sale of each New Home to a Home Buyer plus
real estate sales commissions paid by the
Developer to third party real estate brokers
at the time of sale of each New Home;
e
(J) A developer fee payable to the Developer of
five percent (5%) of the gross selling price
of each completed New Home.
(c) From and after the Close of Escrow until the
Contingent Interest Fees are paid in full, the Developer shall
provide the Agency with the following financial reports relating
to the Site:
(i) within forty-five (45) days of the end of
each calendar quarter and upon the request
of the Agency, a report on the status of the
project at the Site, which shall include, at
a minimum, the trial balance, general
ledger, cash receipt journal, cash
disbursements journal, sales journal, job
cost summary compared with the proj ect pro-
forma, bank statement, and quarterly profit
and loss statement, and schedule of cash
flows and a weekly sales report for New
Homes, as applicable; and
e
(ii) wi thin one hundred twenty (120) days after
the end of each fiscal year, an annual un-
audited financial statement, prepared by the
Developer for the project at the Site, or,
8
SBEO/0001/DOC/001-l
11/15/00 200 jrnm
e
e
e
if obtained by the Developer, an audited
financial statement.
(d) The Developer shall provide the Agency with a
suitably detailed written accounting prepared in accordance with
generally-accepted accounting principals of the amount which is
due and payable to the Agency pursuant to this Amendment No.2.
The Agency shall have the right to inspect the business and
final records of the Developer as related to these calculations
and verification of the amount of the Contingent Interest Fee as
may be payable to the Agency, if any. The Developer shall
provide the Agency (and its auditors or accountants) with access
to such business records upon reasonable prior notice from the
Agency.
(e) In the event that (i) the Agency or the Developer
terminates this Amendment No.2 pursuant to Section ; or
(ii) the Developer does not deliver its Due Diligence Approval
Certificate (as hereinafter defined) to the Escrow Holder
pursuant to Section and this Amendment No.2 is
terminated; or (iii) the Developer's conditions precedent to the
Close of Escrow described in Section are not
satisfied (unless satisfaction has been waived by the Developer)
and this Amendment No.2 is terminated; or (iv) either the Site
suffers damage prior to the Close of Escrow, or an action of
eminent domain is commenced by a governmental entity with
respect to the Site prior to the Close of Escrow, and the
Developer elects to terminate this Amendment No.2 pursuant to
Section then the Deposi t (less an amount equal to the
customary and reasonable escrow cancellation charges of the
Escrow Holder) shall be returned to the Developer.
Section 2.03. Opening and Closing of Escrow.
(a) The transfer and sale of the Site shall take
place through Escrow # (the ftEscrow") to be
administered by First American Ti tIe Insurance Company: Escrow
Department or such other escrow or title insurance company
mutually agreed upon by the Developer and the Agency (the
ftEscrow Holder") Notwithstanding the actual date of the
opening of the Escrow, the Escrow shall be deemed open (ftOpening
of Escrow") upon delivery of a fully executed copy of this
Amendment No.2 to the Escrow Holder. The Escrow Holder shall
promptly confirm to the parties the escrow number and the title
insurance order number assigned to the Escrow.
9
SBEO/0001/DOC/001-1
11/15/00 200 jrnrn
e
e
e
(b) In the event that the Developer has not delivered
its Due Diligence Approval Certificate to the Agency and the
Escrow Holder within thirty (30) days from the Opening of Escrow
for any reason, then in such event this Agreement shall
terminate upon written notice to the Escrow Holder from either
the Agency or the Developer, whereupon the Deposit shall be
returned by the Escrow Holder to the Developer (less an amount
equal to the customary and reasonable escrow cancellation
charges payable to the Escrow Holder) without further or
separate instruction to the Escrow Holder, and the parties shall
each be relieved and discharged from all further responsibility
or liability under this Amendment No.2.
(c) Provided that the Developer has delivered its Due
Diligence Approval Certificate within the period of time
authorized in Section 2.03(b), then the Closing Date of the
Escrow shall occur within sixty (60) days thereafter, subject to
the provisions of Section 2.16 and Section 2.17. The words
"Close of Escrow," "Closing Date" and "Closing" shall mean and
refer to the date when the Escrow Holder is in receipt of all
necessary documents and the Escrow Holder is in a position to
comply with the final written instructions of the parties and
cause the Agency Grant Deeds for the Site to be recorded and the
policy of insurance for the Site and Sales Office to be
delivered to the Developer.
(d) The parties mutually covenant and agree to
execute all necessary or appropriate written Escrow instructions
as may be requested by the Escrow Holder. The Developer shall be
solely responsible for the payment of the escrow cancellation
costs of the Escrow Holder in any such event.
Section 2.04. Escrow Instructions. This Amendent
No.2 also constitutes escrow instructions of the parties to the
Escrow Holder. Additionally, the Developer and the Agency each
agree to execute the customary supplemental escrow instructions
of the Escrow Holder in the form provided by the Escrow Holder
to its clients in real property escrow transactions administered
by it. In the event of a conflict between the additional terms
of such customary supplemental escrow instructions of the Escrow
Holder and the provisions of this Amendment No.2,shall supersede
and be controlling. Upon any termination of this Amendment No.2
or cancellation of the Escrow, the Escrow Holder shall forthwith
return all monies (as provided in this Amendment No.2) and
documents, less only the Escrow Holder's customary and
reasonable escrow cancellation fees and expenses, as set forth
herein.
10
SBEO/0001/DOC/001-l
11/15/00 200 jrnm
e
e
e
Section 2.05. Conveyance of Title. On or before
12: 00 noon on the business day preceding the Closing Date, the
Agency shall deliver to the Escrow Holder a grant deed for the
Site in the forms attached hereto as Exhibit "C" (the "Agency
Grant Deeds") duly executed and acknowledged by the Agency,
which Agency Grant Deeds shall convey all of the right, title
and interest of the Agency in the Site to the Developer as set
forth in Section 2.01. The Escrow Holder shall be instructed to
record the Agency Grant Deeds in the Official Records of San
Bernardino County, California, if and when Escrow Holder holds
the various instruments and funds for the accounts of the
parties as set forth herein and can obtain for the Developer a
CLTA owner's extended coverage policy of title insurance ("Title
Policy") issued by Title Insurance Company
or such other title insurance company mutually agreed upon by
the parties ("Title Company") with liability in an amount equal
to the Purchase Price together with such endorsements to the
policy as may be reasonably requested by the Developer, insuring
the following:
With Respect to the Site: that the Site consists of a
total of 38 lots pursuant to the Subdivision Map Act with fee
ti tIe to the Site vested in the Developer (or the Developer's
assignee or nominee) and subject only to:
(1) non-delinquent real property taxes;
(2) non-monetary title exceptions approved by the
Developer pursuant to Section 2.13 below;
(3) applicable provisions of the subdivision maps for
the Site;
(4) the provisions of the Agency Grant Deed for the
Site;
(5) the applicable provisions of this
No.2; and
Amendment
(6)
such other title
from documents
through Escrow.
exceptions, if
being recorded
any,
or
resulting
delivered
Section 2.06. Additional Closing Obliqa tions of
Agency. On or before 12: 00 noon on the business day preceding
the Closing Date (unless indicated otherwise), the Agency shall
11
SBE0/0001/00C/001-1
11/15/00 200 jmm
e
e
e
deliver to the Escrow Holder (unless indicated to be delivered
directly to the Developer) copies of the following documents and
other items:
(1) a certificate of non-foreign status (the "Non-
Foreign Affidavit") executed by the Agency, in the
customary form provided by the Escrow Holder, and a
California Franchise Tax Board Form 590-RE executed by the
Agency;
(2) all soils, seismic, geologic, drainage, toxic
waste and environmental reports, surveys, "as-buil t" plans
and specifications, working drawings, grading plans,
elevations and similar information with respect to the Site
heretofore obtained by the Agency, if any, which the Agency
has in its possession and/or control to the extent that
originals of such items have not been delivered previously
by the Agency to the Developer pursuant to Section 2.08
below;
(3)
Statement
Agency;
two (2) duplicate original copies of the Closing
described in Section 2.21, duly executed by the
(4) evidence of the existence, organization and
authority of the Agency and of the authority of persons
executing documents on behalf of the Agency reasonably
satisfactory to the Escrow Holder and Title Company; and
(5) any other documents,
records required to be delivered
terms of Amendment No.2 which
delivered.
instruments, funds and
to the Developer under the
have not been previously
Section 2.07. Closinq Obligations of Developer. On
or before 12: 00 noon on the business day preceding the Closing
Date, the Developer shall deliver to the Escrow Holder copies of
the following documents and other items:
(1) an acknowledgment and
Grant Deeds, duly executed
Developer.
acceptance of the Agency
and acknowledged by the
(2) two (2) duplicate original copies of the Closing
Statement, duly executed by the Developer.
12
SBE010001/DOC/001-1
11/15/00 200 jmm
e
e
e
(3) evidence of the existence, organization and
authority of the Developer and of the authority of persons
executing documents on behalf of the Developer reasonably
satisfactory to the Escrow Holder and the Title Company.
(4) evidence of financing the scope of development
pursuant to the provisions of this Amendment No.2,
including but not limited to the financing of the necessary
infrastructure.
(5) any other documents, instruments or funds
required to be delivered by the Developer under the terms
of Amendment No.2 or as otherwise required by Escrow Holder
or Title Company in order to close Escrow which have not
previously been delivered.
Section 2.08. Inspections and Review.
(a)
the execution
correct and
documents and
Developer:
Due Diligence Items. Within five (5) days after
of this Agreement, the Agency shall deliver true,
complete copies or originals of the following
items (collectively, "Due Diligence Items") to the
(i) copies of all soils, seismic, geologic, drainage,
toxic waste, engineering, environmental and similar type
reports and surveys (including, but not limited to, any
Environmental Site Assessments of the Site), surveys,
building grading plans, drawings (including "as-built"
plans and specifications), schematics, blueprints and
working drawings for the improvement of the Site or Sales
Office, if any, in the possession or control of the Agency
and correspondence relating thereto, if any, within the
Agency's possession or control.
(ii) notices of violations, including, but not limited
to, zoning ordinances, development or building codes
affecting the Site the Agency's possession or control.
(iii) disclosure of any legal matters affecting
the use or condition of the Site or the Sales Office
within the knowledge of the Agency.
Amendment
following
(b) Certain
No.2, the
meaning:
this
the
Definitions. For
terms set forth
the
below
purpose of
shall have
(i)
"environmental laws" means all
local, or municipal laws,
13
state,
orders,
federal,
rules,
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
SBEO/OOOl/DOC/OOl-l
11/15/00 200 jmm
regulations, statutes, ordinances, codes,
decrees, or requirements of any government
authority regulating, relating to, or imposing
liabili ty of standards of conduct concerning any
hazardous substance (as later defined) , or
pertaining to occupational health or industrial
hygiene (and only to the extent that the
occupational health or industrial hygiene laws,
ordinances, or regulations relate to hazardous
substances on, under, or about the Site),
occupational or environmental conditions on,
under, or about the Site or Sales Office, as now
or may at any later time be in effect, including
without limitation, the Comprehensive
Environmental Response, Compensation and
Liability Act of 1980 ("CERCLA") [42 USC Section
9601 et seq.]; the Resource Conservation and
Recovery Act of 1976 ("RCRA") [42 USC Section
6901 et seq.]; the Clean Water Act, also known as
the Federal Water Pollution Control Act ("FWPCA")
[33 USC Section 1251 et eq.]; the Toxic
Substances Control Act ("TSCA") [15 USC Section
2601 et seq.]; the Hazardous Materials
Transportation Act ("HMTA") [49 USC Section 1801
et seq.]; the Insecticide, Fungicide, Rodenticide
Act [7 USC Section 6901 et seq.] the Clean Air
Act [42 USC Section 7401 et seq.]; the Safe
Drinking Water Act [42 USC Section 300f et seq.];
the Solid Waste Disposal Act [42 USC Section 6901
et seq.]; the Surface Mining Control and
Reclamation Act [30 USC Section 101 et seq.] the
Emergency Planning and Community Right to Know
Act [42 USC Section 11001 et seq.]; the
Occupational Safety and Health Act [29 USC
Section 655 and 657]; the California Underground
Storage of Hazardous Substances Act [H & S C
Section 25288 et seq.]; the California Hazardous
Substances Account Act [H & S C Section 25300 et
seq.]; the California Safe Drinking Water and
Toxic Enforcement Act [H & S C Section 24249.5 et
seq.] the Porter-Cologne Water Quality Act [Water
Code Section 13000 et seq.] together with any
amendments of or regulations promulgated under
the statutes cited above and any other federal,
state, or local law, statute, ordinance, or
regulation now in effect or later enacted that
pertains to occupational health or industrial
14
e
e
e
hygiene, and only to the extent the occupational
health or industrial hygiene laws, ordinances, or
regulations relate to hazardous substances on,
under, or about the Site or Sales Office, or the
regulation or protection of the environment,
including ambient air, soil, soil vapor,
groundwater, surface water, or land use.
(ii) "hazardous substances" includes without
limitation:
those substances included within the
definiteness of "hazardous substance,"
"hazardous waste," "hazardous material,H
"toxic substance," "solid waste," or
"pollutant or contaminateH in CERCLA, RCRA,
TSCA, HMTA, or under any other environmental
law; and
those substances listed
States Department of
(DOT)Table [49 CFR 172.101],
or any successor agency,
substances [40 CFR Part 302J;
in the United
Transportation
or by the EPA,
as hazardous
and
other substances, materials, and wastes
that are or become regulated or classified
as hazardous or toxic under federal, state,
or local laws or regulations; and
any material, waste, or substance that is
(1) a petroleum or refined petroleum product,
(2) asbestos,
(3) polychlorinated biphenyl,
(4) designated as a hazardous substance pursuant to
33 USC Section 1321 or listed
pursuant to 33 USC Section 1317,
(5)
a flammable explosive, or
(6 )
a radioactive material.
15
SBEO/0001/DOC/001-1
11/15/00 200 jrnm
e
e
e
Section 2.09.
Due Diligence Investigation of the Site
(a) Within thirty (30) days from and after the Opening of
Escrow, and subject to the extensions of time set forth below in
Section 2.15, the Developer shall have the right to examine,
inspect and investigate the Site (the "Due Diligence Period") to
determine whether their condition is acceptable to the Developer
in its sole and absolute discretion.
(b) During the Due Diligence Period, the Agency shall
permi t the Developer, its engineers, analysts, contractors and
agents to conduct such physical inspections and testing of the
Site as the Buyer deems prudent with respect to the physical
condition of the Site, including the inspection or investigation
of soil and subsurface soil geotechnical condition, drainage,
seismic and other geological and topographical matters, and for
purposes of surveying the potential presence of any hazardous
substances, if any.
Any such investigation work on the Site or Sales
Office may be conducted by the Developer and/or its agents
during any normal business hours upon seventy-two (72) hours
prior notice to the Agency, which notice will include a
description of any investigation work or tests to be conducted
by the Developer on the Site. Upon the Agency's request, the
Developer will provide the Agency with copies of any test
results to the extent it is not contractually prohibited from
doing so and further, to the extent that the delivery of such
copies to the Agency shall impose no cost or other liability
upon the Developer.
During the Due Diligence Period, the Developer shall
also have the right to investigate all matters relating to the
zoning, use and compliance with other applicable laws which
relate to the use and development and improvement of the Site.
The Agency shall cooperate fully to assist the Developer in
completing such inspections and investigations of the condition
of the Site. The Agency shall have the right, but not the
obligation, to accompany the Developer during such
investigations and/or inspections.
Section 2.10. Due Diligence Approval Certificate.
Wi thin thirty (30) days following the Opening of Escrow, the
Developer shall complete its investigation of the Site (subj ect
to the extensions of time set forth in Section 2.15) and deliver
a due diligence approval certificate signed by the Developer
16
SBE0/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
(the "Due Diligence Approval Certificate") to the Escrow Holder
which either:
(i) indicates that the Developer
condition of the Site or;
accepts
the
(ii) contains a description of the matters or
exceptions relating to the condition of the Site
which the Developer was not able to accept or
resolve to its satisfaction during the Due
Diligence Period.
Section 2.11. Books and Records. As part of the
Developer's due diligence investigations during the Due
Diligence Period, the Developer shall be afforded full
opportunity by the Agency to examine all books and records which
relate to the Site in the possession of the Agency and/or the
Agency's agents or employees, including the reasonable right to
make copies of such books and records. During the Due Diligence
Period, the Agency will make sufficient staff available to
assist the Developer with obtaining access to information
relating to the Site which is in the possession or control of
Agency.
Section 2.12. Condition of the Site; Developer's
Release. The Developer acknowledges and agrees that it shall be
given a full opportunity under this Amendment No.2 to inspect
and investigate every aspect of the Site during the Due
Diligence Period. The Developer shall accept the delivery of
title to the Site on the Close of Escrow in an "AS IS," "WHERE
IS" and "SUBJECT TO ALL FAULTS" condition. The Developer
further agrees and represents to the Agency that by a date no
later than the end of the Due Diligence Period, the Developer
shall have conducted and completed (or waived the completion) of
all of its independent investigation of the condition of the
Site which the Developer may believe to be indicated. The
Developer hereby acknowledges that it shall rely solely upon its
own investigation of the Site and its own review of such
information and documentation as it deems appropriate for the
purpose of accepting the condition and possession of the Site.
The Developer is not relying on any statement or representation
by the Agency relating to the condition of the Site unless such
statement or representation is specifically contained in this
Agreement. Without limiting the foregoing, the Agency makes no
representations or warranties as to whether the Site presently
comply with environmental laws or whether the Site contain any
hazardous substance, as these terms are defined in Section
17
SBEO/OOOl/DOC/OOl-l
11/15/00 200 Jmm
e
e
e
2.08 (b) hereof. Furthermore, to the extent that the Agency has
provided the Developer with information relating to the
condition of the Site, including information and reports
prepared by or on behalf of the City of San Bernardino, the
Agency makes no representation or warranty with respect to the
accuracy, completeness or methodology or content of such reports
or information.
Without limiting the above, except to the extent
covered by an express representation or warranty of the Agency
set forth in this Amendment No.2, the Developer, on behalf of
itself and its successors and assigns, waives and release the
Agency and its successors and assigns from any and all demands,
claims, legal or administrative proceedings, losses, liability,
damages, penalties, fines, judgments, costs or expenses
whatsoever (including, without limitation, attorneys' fees and
costs), whether direct or indirect, known or unknown, foreseen
or unforeseen, arising from or relating to the physical
condition of the Site or any law or regulation applicable
thereto, including the presence or alleged presence of harmful
or hazardous substances in, under or about the Site including,
without limitation, any claims under or on account of (i) CERCLA
and similar statutes and any regulations promulgated thereunder
or (ii) any other environmental laws.
The Developer expressly waives any rights or benefits
available to it with respect to the foregoing release under any
provision of applicable law which generally provides that the
general release does not extend to claims which the creditor
does not know of suspect to exist in his or her favor at the
time the release is agreed to, which, if known to such creditor,
would materially affect a settlement. By execution of this
Amendment No.2, the Developer acknowledges that it fully
understands the foregoing, and with this understanding,
nonetheless elects to and does assume all risk for claims known
or unknown, described in this Section 2.12 without limiting the
generality of the foregoing:
The undersigned acknowledges that it has been advised by
legal counsel and is familiar with the provisions of
California Civil Code Section 1542, which provides as
follows:
"A GENERAL RELEASE DOES NOT EXTEND
TO CLAIMS WHICH THE CREDITOR DOES
NOT KNOW OR SUSPECT TO EXIST IN
HIS FAVOR AT THE TIME OF EXECUTING
18
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
THE RELEASE, WHICH IF KNOWN BY
HIM, MUST HAVE MATERIALLY AFFECTED
HIS SETTLEMENT WITH THE DEBTOR.N
The undersigned, being aware of this code section, hereby
expressly waives any rights it may have thereunder, as well
as under any other statutes or common law principles of
similar effect.
Initials of Developer:
The provisions of this Section 2.12 shall survive
the Close of Escrow.
19
SBEO/0001/DOC/OD1-1
11/15/00 200 jmm
e
e
e
Section 2.13. Review and Approval of Condition of
Title by the Developer.
(a) Within fifteen (15) days following the Opening
of Escrow, Agency shall cause to be delivered to the Developer a
preliminary title report or title commitment for a CLTA extended
coverage policy of title insurance issued by the Title Company,
describing the state of title of the Site , together with copies
of all exceptions specified therein and with all easements
plotted but excluding matters disclosed on a survey (the
"Preliminary Title Report"). The Developer shall notify the
Agency in writing ("Developer's Title Objection Notice") of any
objections the Developer may have to the title exceptions
contained in the Preliminary Title Report prior to the
expiration of the Due Diligence Period. The Agency shall have a
period of five (5) days after receipt of the Developer's Title
Objection Notice in which to deliver written notice to the
Developer ("Agency's Title Notice") of the Agency's election to
ei ther: (i) agree to remove the obj ectionable items prior to the
Close of Escrow, or (ii) decline to remove any such title
exceptions and terminate this Amendment No.2 and the Escrow;
provided, however, that the Agency shall be required to remove
all monetary liens and encumbrances created by or as a result of
the Agency's acti vi ties. If the Agency notifies the Developer
of its election to terminate Escrow rather than remove the
objectionable items, the Developer shall have the right, by
written notice delivered to the Agency within five (5) days
after the Developer's receipt of the Agency's Title Notice, to
agree to accept the Site subj ect to the obj ectionable items, in
which event the Agency's election to terminate the Escrow shall
be of no effect, and the Developer shall take title at the Close
of Escrow subj ect to such obj ectionable title items. In the
event that the Escrow is terminated by the Agency under this
Section 2.13 (a), the Agency shall be responsible for paying for
all Escrow cancellation costs of the Escrow Holder and the
Deposit shall be promptly returned to the Developer.
(b) The Agency covenants not to further encumber and
not to place any further liens or encumbrances on the Site,
including, but not limited to, covenants, conditions,
restrictions, easements, liens, options to purchase, options to
lease, leases, tenancies, or other possessory interests without
the prior written consent of the Developer. Upon the issuance
of any amendment or supplement to the Preliminary Title Report
which adds additional exceptions (including, but not limited to,
adding additional exceptions for matters shown on the Survey as
hereinafter defined), the foregoing right of review and approval
20
SBEO/OOOl/DOC/OOl-l
11/15/00 200 jmm
e
e
e
shall also apply to said amendment or supplement (provided that
the period for the Developer to review such amendment or
supplement shall be the later of the expiration of the Due
Diligence Period or ten (10) days from receipt of the amendment
or supplement) and Escrow shall be deemed extended by the amount
of time necessary to allow such review and approval in the time
and manner set forth above.
Section 2.14. Survey. The Developer may obtain a
survey of the Site prepared by a land surveyor duly licensed by
the State of California and in compliance with ALTA/ASCM
standards ("Survey"). The Survey shall be in a form acceptable
to the Title Company for the deletion of the standard survey
exception in the Title Policy relating to boundaries, wi thout
the addition of further exceptions unless the same are
acceptable to the Developer in its sole and absolute discretion.
The Developer shall have until the end of the Due Diligence
Period to complete and examine the Survey and to notify Agency
in writing of any objections the Developer has to the Survey
("Developer's Survey Obj ection Notice"). The Agency shall have
a period of five (5) days after receipt of the Developer's
Survey Objection Notice in which to deliver written notice to
the Developer ("Agency's Survey Notice") of the Agency's
election to either: (i) agree to remove the obj ectionable items
prior to the Close of Escrow or (ii) decline to remove such
i terns and terminate this Amendment No.2 and the Escrow. I f the
Agency notifies the Developer of its intention to not remove the
objectionable items, the Developer shall have the right, by
written notice delivered to the Agency within five (5)
agree to accept the Site subj ect to the obj ectionable items, in
which event, the Agency's election to terminate the Escrow shall
be of no effect, and the Developer shall accept the Property at
the Close of Escrow subj ect to such obj ectionable items. In
the event that the Escrow is terminated by the Agency under this
Section 2.14, the Agency shall be responsible for paying for all
Escrow cancellation costs of the Escrow Holder and the Deposit
shall be promptly returned to the Developer. Prior to the
Closing, the Survey shall be recertified to the Developer, Title
Company and the Developer's lender, if any. The Survey will be
performed at the Developer's sole cost and expense.
Section 2.15. Extension of Due Diligence Period. In
the event Agency fails to provide to the Developer the documents
and other information required by Sections 2.08 by the date(s)
set forth therein, the Due Diligence Period for such information
shall be extended by one (1) day for each day of the delay by
21
$8EO/0001/Doc/001-1
11/15/00 200 jmm
e
e
e
the Agency to permit the Developer to perform an adequate due
diligence review (but not to exceed a total of thirty (30)
days.) The Developer will use its best efforts to notify Agency
of any documents the Agency has failed to deliver to the
Developer within the time periods provided in Sections 2.08 and
2.11 . In the event that the Developer has delivered its Due
Diligence Approval Certificate and thereafter, prior to the
Close of Escrow, the Agency presents the Developer with any new
Due Diligence Item, the Close of Escrow shall be extended to
permit the Developer to perform an adequate due diligence review
of such new item for up to thirty (30) days. In the event that
the Developer may fail to accept such new item within such
additional period of time and cause the Escrow to close, then in
such event either party may terminate this Amendment No.2 and
the Escrow as set forth in Section 2.20.
Section 2.16. Developer's Conditions Precedent. The
Developer's obligation to purchase the Site shall be conditioned
upon the fulfillment of the following conditions precedent, all
of which shall be satisfied (or waived in writing pursuant to
Section 2.19) prior to the Close of Escrow:
(1) The Agency shall not have defaulted on any
material term of this Amendment NO.2 to be performed by the
Agency hereunder, and each representation and warranty made
by the Agency in this Amendment No.2 shall remain true and
correct. For purposes of this subsection (1) only, a
representation that is limited to the Agency's knowledge or
notice shall be false if the factual matter that is subject
to the representation is false, notwithstanding any lack of
knowledge or notice to the Agency;
(2) the Developer's approval of the Preliminary
Report and the Survey, if applicable, within the
periods specified in Sections 2.13 and 2.14;
Title
time
(3) the Developer's approval of the contents of all
Due Diligence Items, and the other investigations of the
Site made by the Developer and/or its designees pursuant to
Sections 2.08 and 2.09 herein on or before the expiration
of the Due Diligence Period, or such later date if the Due
Diligence Period is extended pursuant to Section 2.15. The
Developer shall be deemed to have disapproved such Due
Diligenc~ Items unless they are approved on or before
5:00 p.m. on the final day of the Due Diligence Period, or
such later date if the Due Diligence Period is extended
pursuant to Section 2.15 herein;
22
SBEO/0001/DOC/001-l
11/15/00 200 jrnm
e
e
e
(4) the Developer' s approval of any notice of change
in representation or warranty given by the Agency pursuant
to Section 2.24(a)hereof;
(5) the Title Company
Title Policy, in favor of
described in Section 2.05;
has
the
committed
Developer
issue
the
the
form
to
in
(6) the Developer has obtained a
financing loan commitment to cover all
development, including but not limited
infrastructure improvements, and payment of all
School fees, or other governmental entities fees,
reasonably acceptable to it; and
construction
costs of
to the
City or
on terms
(7) the Agency shall have deemed satisfied (or waived
satisfaction of) each of the conditions precedent set forth
in Section 2.17.
(8) completing of plan check by the City of San
Bernardino of the plans submitted by Developer and approved
by the City of San Bernardino Planning Commission on
and notification to Developer by the City
of San Bernardino that permits are available for pick-up.
Section 2.17. The Agency' s Conditions Precedent. The
Agency's obligation to convey the Site to the Developer shall be
conditioned upon the fulfillment of the following conditions
precedent, all of which shall be satisfied (or waived in writing
pursuant to Section 2.19) prior to the Close of Escrow:
(1) the Developer has accepted the condition of the Site
and submitted its Due Diligence Approval Certification to
the Escrow Holder on or before the date set forth in this
Agreement;
(2) the Developer has accepted the condition of title of
the Site on or before the date set forth in Section 2.13;
(3) the Developer has provided the Agency with
satisfactory evidence of the commitment of a lender to
provide construction financing to the Developer for the
construction and improvement of the Site, including all
applicable development fees, with an initial construction
23
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
loan disbursement amount sufficient to construct
improve not less than sixteen (16) of the Site Lots;
and
(4) the Developer shall not be in default of any material
term of this Agreement to be performed by the Developer
hereunder and each representation and warranty of the
Developer made in this Agreement shall remain true and
correct; and
(5) the Developer shall have satisfied
to have waived satisfaction of) each
precedent set forth in Section 2.16.
(or shall be deemed
of the conditions
Section 2.18. Delivery of Documents and Purchase
Price After Closinq Date by Escrow Holder. The Escrow Holder
shall deliver to the Agency the Site Purchase Price and to the
Developer within (3) business days following the Closing Date a
conformed copy of the Agency Grant Deeds, as recorded and the
policy of title insurance issued by the Title Company in favor
of the Developer.
Section 2.19. Satisfaction of Conditions. Where
satisfaction of any of the foregoing conditions requires action
by the Developer or by the Agency, each party shall use its
diligent best efforts, in good faith, and at its own cost, to
satisfy such condition. Where satisfaction of any of the
foregoing conditions requires the approval of a party, such
approval shall be in such party's sole and absolute discretion.
Either party may waive any of the conditions set forth
in the Agreement, but any such waiver shall be effective only if
contained in a writing signed by the applicable party and
delivered to the Escrow Holder and the other party.
Section 2.20. Termination. In addition to the right
of each party to terminate this Amendment No.2 pursuant to
Section 2.03, in the event each of the condi tions set forth in
Section 2.16, in the case of the Developer, or Section 2.17 in
the case of the Agency is not fulfilled within ninety (90) days
after the Opening of Escrow (subject to Section 2.15, if
applicable) or waived by the applicable party pursuant to
Section 2.19, either party may, at its option, terminate this
Amendment No.2 and the Escrow opened hereunder, thereby
releasing the parties from further obligations hereunder, and
all documents delivered by the Developer to the Agency or the
Escrow Holder shall be returned to the Developer and all
documents delivered by the Agency to the Developer or the Escrow
24
SBEO/0001/DOC/001-1
11/15/00 200 jmrn
e
e
e
Holder shall be returned to the Agency, and the Deposit shall be
disbursed to the Developer, except as set forth in Section
2.16(4). Nothing in this Section 2.20 shall be construed as
releasing any party from liability for any default of its
obligations hereunder or breach of its representations and
warranties under this Amendment No.2 occurring prior to the
termination of this Amendment No.2 and/or the cancellation of
the Escrow.
Section 2.21.
Prorations, Closing Costs, Possession.
(a) Proration of Taxes. Real and personal property
taxes for the Site shall be prorated by the parties to the
Closing Date on the basis of a three hundred sixty-five (365)
day year on the basis that the Agency is responsible for (i) all
such taxes (if any) for the fiscal year of the applicable taxing
authority occurring prior to the Current Tax Period (as defined
below) and (ii) that portion of such taxes for the Current Tax
Period to 11:59 p.m. on the Closing Date, whether or not the
same shall be payable prior to the Closing Date. The phrase
"Current Tax period" refers to the fiscal year of the applicable
taxing authority in which the Closing occurs. All tax
prorations shall be based upon the latest available tax
statement. If the tax statements for the fiscal tax year during
which Escrow closes do not become available until after the
Closing Date, then the rates and assessed values of the previous
year, with known changes, shall be used, and the parties shall
re-prora te said taxes outside of Escrow following the Closing
Date when such tax statements become available. The Agency
shall be responsible for and shall payor reimburse the
Developer upon demand for any real or personal property taxes
payable following the Closing Date applicable to any period of
time prior to the Closing Date as a result of any change in the
tax assessment by reason of reassessment, changes in use of the
Property, changes in ownership, errors by the Assessor or
otherwise.
(b) Possession. The Developer shall be entitled to
exclusive possession of the Site immediately upon the Close of
Escrow. Provided that the Developer has delivered its Due
Diligence Approval Certificate and has approved or waived the
satisfaction of the conditions set forth in Section 2.16, the
Agency shall grant the Developer a temporary license to enter
the Site prior to the Closing Date for the following purposes:
(i)
to remove weeds, debris and graffiti from
the Site;
25
SBEO/0001/DOC/001-1
11/15/00 200 jrnrn
e
e
e
(ii) to conduct surveys
engineering testing
existing perimeter
Site;
and
and
walls
intrusive
for repairs
surrounding
soil
to
the
(iii) to install temporary subdivision land sales
advertising signs on the Site as permitted
under the City sign ordinance;
(iv)
to conduct
approved by
discretion.
as may be
its sole
such
the
other work
Agency in
Prior to the entry by the Developer onto any portion
of the Site pursuant to such a license, the Developer shall
execute a written license agreement affecting the Site in a
form to be provided by the Agency in which the Developer shall
agree to indemnify, defend and hold the Agency harmless from any
adverse exceptions to title in the Site which may arise prior to
the Closing Date by virtue of the Developer's entry onto the
Si te, or any portion thereof and the Developer shall further
agree to indemnify, defend and hold the Agency harmless from and
against any other claim, cause of action, liability or damage to
persons or to property resulting from the activities of the
Developer on the Site or any portion thereof pursuant to such
license agreement.
(c) Title Insurance Premium, Escrow and Closing
Costs. The Agency shall pay the cost of the premium for a CLTA
owner's extended coverage policy of title insurance on the Site
in the amount of the Site Purchase Price, together with all
title charges (including endorsements reasonably requested by
the Developer to remove disapproved items shown on the
Preliminary Title Report or Survey pursuant to Sections 2.13 and
2.14 above), and the Agency shall also pay any documentary or
other transfer taxes payable on account of the conveyance of the
Site to the Developer, together with one-half (~) of the
customary and reasonable escrow fees which may be charged by the
Escrow Holder in connection with the Close of Escrow.
The Developer shall pay the additional cost of the
Survey and requested CLTA survey policy endorsements (to the
extent such endorsements are unrelated to removal of any
disapproved items shown on the Preliminary Title Report or
Survey pursuant to Sections 2.13 and 2.14 above) which exceeds
the premium for a CLTA owner's extended coverage policy of title
26
SBEO/0001/DDC/001-1
11/15/00 200 Jmm
e
e
e
insurance on the Site plus the cost of recording the Agency
Grant Deeds, together with one-half (~) of the cost of the
customary and reasonable escrow fees charged by Escrow Holder in
connection with the Close of Escrow.
Any other Escrow-related transaction expenses or
escrow closing costs incurred by the Escrow Holder in connection
wi th this transaction shall be apportioned and paid for by the
parties to this Amendment No.2 in the manner customary in San
Bernardino County, California.
No later than three (3) business days prior to the
Closing Date, the Escrow Holder shall prepare for approval by
the Developer and the Agency a closing statement ("Closing
Statement") on the Escrow Holder's standard foim indicating,
among other things, the Escrow Holder's estimate of all closing
costs, pay-off amounts for the release and reconveyance of all
liens secured by the Site and prorations made pursuant to this
Amendment No.2. The Developer and the Agency shall assist the
Escrow Holder in determining the amount of all prorations.
Section 2.22. BREACH OF ARTICLE II BY THE AGENCY;
LIQUIDATED DAMAGES PAYABLE BY THE AGENCY TO THE DEVELOPER. IN
THE EVENT THAT THE AGENCY COMMITS A MATERIAL BREACH OF ITS
OBLIGATIONS UNDER THIS ARTICLE II PRIOR TO THE CLOSE OF ESCROW,
THE DAMAGES THAT THE DEVELOPER WILL INCUR BY REASON THEREOF ARE
AND WILL BE IMPRACTICAL AND EXTREMELY DIFFICULT TO ESTABLISH.
THE DEVELOPER AND THE AGENCY, IN A REASONABLE EFFORT TO ASCER-
TAIN WHAT THE DEVELOPER'S DAMAGES WOULD BE IN THE EVENT OF SUCH
A DEFAULT BY THE AGENCY, HAVE AGREED THAT SUCH DAMAGES SHALL BE
IN AN AMOUNT EQUAL TO THE SUM OF TWENTY-FIVE THOUSAND DOLLARS
($25,000.00) AS LIQUIDATED DAMAGES. SUCH SUM SHALL BE PAID TO
THE DEVELOPER IN THE EVENT OF SUCH DEFAULT BY THE AGENCY UPON
THE TERMINATION OF THIS AMENDMENT NO.2 AND CANCELLATION OF THE
ESCROW, AS LIQUIDATED DAMAGES, WHICH DAMAGES SHALL BE THE
DEVELOPER'S SOLE AND EXCLUSIVE REMEDY AT LAW OR IN EQUITY IN THE
EVENT OF AND FOR SUCH DEFAULT BY THE AGENCY. WITHOUT LIMITING
THE FOREGOING PROVISIONS OF THIS PARAGRAPH, THE DEVELOPER WAIVES
ANY AND ALL RIGHTS WHICH THE DEVELOPER OTHERWISE WOULD HAVE HAD
UNDER CIVIL CODE SECTION 3389 TO SPECIFICALLY ENFORCE THIS
AGREEMENT. THE DEVELOPER AND THE AGENCY ACKNOWLEDGE AND AGREE
THAT EACH OF THEM HAS READ AND UNDERSTANDS THE PROVISIONS OF
THIS SECTION AND EACH AGREES TO BE BOUND BY ITS TERMS.
Initials of Agency
Initials of Developer
27
SBEO/OOOI/DOC/OOl-l
11/15/00 200 jmm
e
e
e
Section 2.23. BREACH BY THE DEVELOPER OF ARTICLE II;
LIQUIDATED DAMAGES PAYABLE BY THE DEVELOPER TO THE AGENCY. IN
THE EVENT THAT THE DEVELOPER COMMITS A MATERIAL BREACH OF ITS
OBLIGATIONS UNDER THIS ARTICLE II PRIOR TO THE CLOSE OF ESCROW,
THE DAMAGES THAT THE AGENCY WILL INCUR BY REASON THEREOF ARE AND
WILL BE IMPRACTICAL AND EXTREMELY DIFFICULT TO ESTABLISH. THE
DEVELOPER AND THE AGENCY, IN A REASONABLE EFFORT TO ASCERTAIN
WHAT THE AGENCY'S DAMAGES WOULD BE IN THE EVENT OF SUCH A
DEFAULT BY THE DEVELOPER, HAVE AGREED THAT SUCH DAMAGES SHALL BE
IN AN AMOUNT EQUAL TO THE SUM OF TWENTY-FIVE THOUSAND DOLLARS
($25,000.00) AS LIQUIDATED DAMAGES. SUCH SUM SHALL BE PAID TO
THE AGENCY IN THE EVENT OF SUCH DEFAULT BY THE DEVELOPER AS
LIQUIDATED DAMAGES, WHICH DAMAGES SHALL BE THE AGENCY'S SOLE AND
EXCLUSIVE REMEDY AT LAW OR IN EQUITY IN THE EVENT OF AND FOR
SUCH DEFAULT BY THE DEVELOPER. WITHOUT LIMITING THE FOREGOING
PROVISIONS OF THIS PARAGRAPH, THE AGENCY WAIVES ANY AND ALL
RIGHTS WHICH THE AGENCY OTHERWISE WOULD HAVE HAD UNDER CIVIL
CODE SECTION 3389 TO SPECIFICALLY ENFORCE THIS AMENDMENT NO.2.
THE AGENCY AND THE DEVELOPER ACKNOWLEDGE AND AGREE THAT EACH OF
THEM HAS READ AND UNDERSTANDS THE PROVISIONS OF THIS SECTION AND
EACH AGREES TO BE BOUND BY ITS TERMS.
Initials of Developer
Initials of Agency
Section 2.24. Representations and Warranties.
(a) Warranties and Representations by the Agency.
The Agency hereby makes the following representations, covenants
and warranties and acknowledges that the execution of this
Amendment NO.2 by the Developer has been made and the
acquisition by the Developer of the Site will have been made in
material reliance by the Developer on such covenants,
representations and warranties:
(i) Warranties True. Each and every undertaking and
obligation of the Agency under this Amendment No.2 shall be
performed by the Agency timely when due; and that all
representations and warranties of the Agency under this
Agreement and its exhibits shall be true in all material
respects at the Closing as though they were made at the
time of Closing.
(ii)"nue Organization. The Agency is a community
redevelopment agency, duly formed and operating under the
laws of California. The Agency has the legal power, right
and authority to enter into this Amendment No.2 and to
28
SBED/0001/DDC/OD1-l
11/15/00 200 Jmm
e
e
e
execute the instruments and documents referenced herein,
and to consummate the transactions contemplated hereby. 0
(iii) Requisite Action. The Agency has taken all
requisite action and obtained all requisite consents in
connection with entering into this Amendment No.2 and the
instruments and documents referenced herein and in
connection with the consummation of the transactions
contemplated hereby, and no consent of any other party is
required.
(iv) Enforceability of Aqreement. The persons
executing any instruments for or on behalf of the Agency
have been authorized to act on behalf of the Agency and
that this Amendment No.2 is valid and enforceable against
the Agency in accordance with its terms and each instrument
to be executed by the Agency pursuant hereto or in
connection therewith will, when executed, be valid and
enforceable against the Agency in accordance with its
terms. No approval, consent, order or authorization of, or
designation or declaration of any other person, is required
in connection with the valid execution and delivery of and
compliance with this Amendment No.2 by the Agency.
(v) Title. Prior to the Closing, the Agency will be
the owner of (and the Developer will acquire hereunder) the
entire right, title and interest in and to the Site to
effectively vest in the Developer good and marketable fee
simple title to the Site, that the Developer will acquire
the Site free and clear of all liens, encumbrances, claims,
rights, demands, easements, leases or other possessory
interests, agreements, covenants, conditions, and
restrictions of any kind or character (including, without
limi ting the generality of the foregoing, liens or claims
for taxes, mortgages, conditional sales contracts, or other
title retention agreement, deeds of trust, security
agreements and pledges and mechanics lien) except: (i)
property taxes not delinquent; (ii) the exceptions to title
approved by the Buyer pursuant to Section 2.13; (iii) the
obligation of the Developer to complete the installation of
the subdivision public improvements required for the Site
and to comply with all terms and conditions of this
Amendment No.2.; and (iv) such other exceptions,
limitations, terms and conditions as set forth in this
Amendment No.2.
29
SBEO/OOOI/DOC/001-l
11/15/00 200 jrnm
e
e
e
(vi) No Litigation. There are no pending or, to the
best of the Agency's knowledge, threatened claims, actions,
allegations or lawsuits of any kind, whether for personal
inj ury, property damage, property taxes or otherwise, that
could materially and adversely affect the value or use of
the Site or prohibit the sale thereof, nor to the best of
the Agency's knowledge, is there any governmental
investigation of any type or nature pending or threatened
against or relating to the Site or the transactions
contemplated hereby.
(vii)
Between the
Escrow, the
maintain the
the execution
Operation and Condition Pending Closing.
date of this Amendment No.2 and the Close of
Agency will continue to manage, operate and
Si te in the same manner as existed prior to
of this Amendment No.2.
(viii) Contracts. There are no contracts or
agreements to which the Agency is a party relating to the
operation, maintenance, service, repair, development,
improvement or ownership of either the Site which will
survive the Close of Escrow except as may be set forth in
the Agency Grant Deeds (I and II)
(ix) Special Studies Zone. Neither the Site is to the
best knowledge of the Agency located within a designated
earthquake fault zone pursuant to California Public
Resources Code Section 2621.9 or a designated area that is
particularly susceptible to ground shaking, liquefaction,
landslides or other ground failure during an earthquake
pursuant to California Public Resources Code Section 2694.
(x) The Agency's Knowledge. For purposes of this
Section 2.22, the terms "to the best of the Agency's
knowledge" or "to the Agency's knowledge" shall mean the
actual knowledge of Gary Van Osdel, Executive Director, and
Maggie Pacheco, Deputy Director.
If the Agency becomes aware of any act or circumstance
which would change or render incorrect, in whole or in part, any
representation or warranty made by the Agency under this
Agreement, whether as of the date given or any time thereafter
through the Closing Date and whether or not such representation
or warranty was based upon the Agency's knowledge and/or belief
as of a certain date, the Agency will give immediate written
notice of such changed fact or circumstance to the Developer,
30
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
but such notice shall not release the Agency of its liabilities
or obligations with respect thereto.
All representations and warranties contained in this
Section 2.24 (a) are true and correct on the date hereof and on
the Closing Date and the Agency 's liabili ty for
misrepresentation or breach of warranty, representation or
covenant, wherever contained in this Amendment No.2, shall
survi ve the execution and deli very of this Amendment No.2 and
the Close of Escrow.
(b) Warranties and Representations by the Developer.
The Developer hereby makes the following representations,
covenants and warranties and acknowledges that the execution of
this Amendment No.2 by the Agency has been made in material
reliance by the Agency on such covenants, representations and
warranties:
(1) The Developer is a duly organized and
validly existing California limited partnership. The
Developer has the legal right, power and authority to
enter into this Amendment No.2 and the instruments and
documents referenced herein and to consummate the
transactions contemplated hereby. The persons
executing this Agreement and the instruments
referenced herein on behalf of the Developer hereby
represent and warrant that such persons have the
power, right and authority to bind the Developer.
(2) The Developer has taken all requisite action
and obtained all requisite consents in connection with
entering into this Amendment No.2 and the instruments
and documents referenced herein and the consummation
of the transactions contemplated hereby, and no
consent of any other party is required.
(3) This Amendment No.2 is, and all agreements,
instruments and documents to be executed by the
Developer pursuant to this Amendment No.2 shall be,
duly executed by and are or shall be valid and legally
binding upon the Developer and enforceable in
accordance with their respective terms.
(4) Neither the
nor the consummation
hereby shall result
default under any
31
execution of this Amendment No.2
of the transactions contemplated
in a breach of or constitute a
other agreement, document,
SBEO/OOOl/DOC/OOl-l
11/15/00 200 jmm
e
e
e
instrument or other obligation to which the Developer
is a party or by which the Developer may be bound, or
under law, statute, ordinance, rule, governmental
regulation or any writ, injunction, order or decree of
any court or governmental body applicable to the
Developer or to the Site.
(5) The representations and warranties of the
Developer contained in this Section 2.24 (b) shall be
based upon the actual knowledge of John W. Pavelak and
All representations and warranties contained in this
Section 2.24 (b) are true and correct on the date hereof and on
the Closing Date and Developer's liability for misrepresentation
or breach of warranty, representation or covenant, wherever
contained in this Amendment No.2, shall survive the execution
and delivery of this Amendment No.2 and the Closing.
Section 2.25. Damaqe, Destruction and Condemnation.
Prior to the Agency's deli very of possession of the Site to
Developer at the Close of Escrow, the risk of loss or damage to
the Site shall remain upon the Agency. If either the Site
suffers damages as a result of any casualty prior to the Close
of Escrow which may materially diminish their value, then the
Agency shall give written notice thereof to Developer promptly
a fter the occurrence of the casualty. The Developer can elect
to either: (i) accept the Site in their damaged condition or
(ii) the Developer may terminate this Amendment No.2 and recover
the Deposit as set forth in Section 2.02. The Developer shall
confirm the exercise of its election under subparagraph (i) or
(ii) of the preceding sentence wi thin thirty (30) days of its
receipt of notice from the Agency.
In the event that, prior to theior to the scrow, any
governmental entity shall commence any actions of eminent domain
or similar type proceedings to take any portion of either the
Site or Sales Office, the Agency shall give prompt written
notice thereof to Developer, and Developer shall have the option
either: (i) to elect not to acquire the Site, terminate the
Amendment No.2 and recover the Deposit as set forth in Section
2.02; or (ii) the Developer may complete the acquisition of the
Site, in which case Developer shall be entitled to all the
proceeds of such taking; provided however, that the Agency
agrees that it shall not settle or compromise the proceedings
before the Close of Escrow without the Developer's prior
written consent, which consent will not be unreasonably withheld
58EO/0001/DOC/001-1 32
11/15/00 200 jmm
e
e
Ie
or delayed. The Developer shall confirm the exercise of its
election under subparagraph (i) or (ii) of the preceding
sentence within thirty (30) days of its receipt of notice from
the Agency.
ARTICLE III
DEVELOPMENT OF THE SITE
Section 3.01. Development by Developer.
(a) Scope of Development. It is the intent of the
parties that the Site be developed as follows: the
construction on the Site Lots of thirty-eight (38) single family
detached residential dwelling units, containing a minimum of
1300 square feet, together with all on and off site improvements
such as streets, curbs, sidewalks, storm drains, gutter,
utilities, etc. At least twenty percent (20%) of such
residential dwelling units (each referred to as a "New Home")
are to be reserved for sale to "Qualified Home Buyers" whose
"Adjusted Family Income" at the time of initial occupancy of
each New Home, does not exceed the household income
qualification limits of a "Moderate-Income Household." As used
in the preceding sentence, the words identified below shall have
the following meaning:
"Adjusted Family Income". The words "Adjusted Family
Income" mean the anticipated total annual income (adj usted
for family size) of each individual or family residing or
treated as residing in the New Home as calculated in
accordance with Treasury Regulation 1.167 (k) 3 (b) (3)
under the Code, as adjusted, based upon family size in
accordance with the household income adjustment factors
adjusted and amended from time to time, pursuant to Section
8 of the United States Housing Act of 1937, as amended.
"Moderate-Income Household." The words "Moderate-Income
Household" mean persons and families whose income does not
exceed one hundred and twenty percent (120%) of the area
median income of the ~ity adjusted for family size
appropriate for the New Home by the State Department of
Housing and Community Development in accordance with
adjustment factors adopted and amended from time to time by
the United States Department of Housing and Urban
Development pursuant to Section 8 of the United States
Housing Act of 1937, and Health and Safety Code Section
50093.
33
SBE0/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
"New Home." The words "New Home" mean and refer to the
completed affordable single-family residential dwelling
uni t (including the land and landscape improvements
thereon) as constructed and installed by the Developer or
any subdivided lot on the Site and sold to the Qualified
Home Buyer.
"Qualified Home Buyer." The words "Qualified Home Buyer"
mean the purchaser of the New Home from the Developer
(e.g.: all persons identified as having a property
ownership interest vested in the New Home as of the close
of the New Home Escrow). At the close of the New Home
Escrow, the Qualified Homebuyer shall: (i) have an annual
Adjusted Family Income which does not exceed the household
income qualification limits of a Moderate-Income Household:
(ii) shall be a first-time homebuyer, as this term is
defined in Health and Safety Code Section 50068.5; and
(iii) pay no more than an Affordable Housing Cost for the
New Home pursuant to the terms of the purchase transaction
for the New Home, including all sums payable by the
Qualified Homebuyer for its purchase money mortgage
financing, insurance, escrow and other fees and costs.
"Qualified Residence Period."
Residence Period" mean the period
Deli very Date and ending on the
years after the Delivery Date.
The words "Qualified
of time beginning on the
date which is ten (10)
(b) The Ci ty' s zoning ordinance and the City's
building requirements will be applicable to the use and
development of the Site pursuant to this Amendment No.2. The
Developer acknowledges that any change in the plans for
development of the New Homes on the Si te as set forth in the
Scope of Development shall be subject to the City's zoning
ordinance and building requirements, provided, however that not
less than twenty percent (20%) of the New Homes developed on the
Site shall be reserved for sale and occupancy by Qualified
Homebuyers as set forth in Section 3.01(a) and Section 4.01. No
action by the Agency or the City with reference to this
Agreement or related documents shall be deemed to constitute a
wai ver of any lawful City requirements which are applicable to
the Site or to the Developer, any successor in interest of the
Developer or' any successor in interest pertaining to the Site,
except by modification or variance approved by the City
consistent with this Amendment No.2.
34
SBEO/OOOI/DOC/OOl-l
11/15/00 200 Jrnm
e
e
e
lc) The Scope of Development set forth in Exhibit RD"
is hereby approved by the Agency upon its execution of this
Amendment No.2. The Site shall be developed and completed in
conformance with the approved Scope of Development and any and
all other plans, specifications and similar development
documents required by this Amendment No.2, except for such
changes as may be mutually agreed upon in writing by and between
the Developer and the Agency. The Agency agrees to approve
preliminary and final construction plans and preliminary and
final landscaping plans, if reasonably consistent with the
approved Scope of Development.
(d) The approval of the Scope of Development by the
Agency hereunder shall not be binding upon the City Councilor
the Planning Commission of the City with respect to any
approvals of the Project required by such other bodies. If any
revisions of the Scope of Development as approved by the Agency
shall be required by another government official, agency,
department or bureau having jurisdiction over the development of
the Site, the Developer and the Agency shall cooperate in
efforts to obtain waivers of such revisions, or to obtain
approvals of any such revisions which have been made by the
Developer and have thereafter been approved by the Agency. The
Agency shall not unreasonably withhold or delay approval of such
revisions.
(el Notwithstanding any provision to the contrary in
this Amendment No.2, the Developer agrees to accept and comply
fully with any and all lawful and reasonable conditions of
approval applicable to all permits and other governmental
actions affecting the development of the Site and consistent
with this Amendment No.2.
(fl The Developer shall cause landscaping plans in
connection with development of the Site to be prepared by a
licensed landscape architect. The Developer shall prepare and
submit to the City for its approval, preliminary and final
landscaping plans for the Site which are consistent with City
Code requirements. These plans shall be prepared, submitted and
approved wi thin the times respectively established therefor in
the Schedule of Performance as shown on Exhibit RE" attached
hereto and incorporated herein by reference and shall be
consistent with the Scope of Development.
(g) The Developer shall prepare and submi t
development plans, construction drawings and related documents
for the development of the Site consistent with the Scope of
35
SBEO/0001/DOC/001-1
11/15/00 200 )mrn
r
e
e
e
Development to the City. The development plans, construction
drawings and related documents shall be in the form of final
drawings, plans and specifications. Final drawings, plans and
specifications are hereby defined as those which contain
sufficient detail necessary to obtain a building permit from the
City.
(h) During the preparation of all drawings and plans
in connection with the development of the Site, the Developer
shall provide to the Agency regular progress reports to advise
the Agency of the status of the preparation by the Developer,
and the submission to and review by the Ci ty of construction
plans and related documents. The Developer shall communicate
and consult with the Agency as frequently as is necessary to
ensure that any such plans and related documents submitted by
the Developer to the City are being processed in a timely
fashion.
(i) The Agency shall have the right of reasonable
architectural review and approval of building exteriors and
design of the New Homes to be constructed on the Site; provided
however, that Agency hereby acknowledges its approval of the
plans and specifications referenced in Section 2.16(8)
hereinabove. The Agency shall also have the right to review all
plans, drawings and related documents pertinent to the
development of the Site in order to ensure that they are
consistent with this Amendment No.2 and with the Scope of
Development set forth in Exhibit "D".
(j) The Developer shall timely submit to the City for
its review and approval any and all plans, drawings and related
documents pertinent to the development of the Site, as required
by the City. The Agency shall cooperate with and shall assist
the Developer in order for the Developer to obtain the approval
of any and all development plans, construction drawings and
related documents submitted by the Developer to the City
consistent with this Agreement within thirty (3D) calendar days
following the City' s receipt of said plans. Any failure by the
City to approve any of such plans or to issue necessary permits
for the development of the Site within said thirty (30) calendar
day period shall constitute an enforced delay hereunder, and the
Schedule of Performance shall be extended by that period of time
beyond said thirty (30) calendar day period in which the City
approves said plans; provided, however, that in the event that
the City disapproves of any of such plans, the Developer shall
wi thin thirty (30) calendar days after receipt of such
disapproval revise and resubmit such plans in accordance with
36
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
the City's requirements and in such form and substance so as to
obtain the City's approval thereof.
(k) The Agency shall in good faith use its best
efforts to cause the City to approve in a timely fashion any and
all plans, drawings and documents submitted by the Developer
hereunder and to cause the City not to impose new conditions
inconsistent with: (a) prior plans, drawings and documents
approved by the City or (b) the Scope of Development.
(1) The Agency shall approve any modified or revised
plans, drawings and related documents to which reference is made
in this Amendment No.2 within the times established in the
Schedule of Performance as long as such plans, drawings and
related documents are generally consistent with the Scope of
Development and any other plans which have been approved by the
Agency. Upon any disapproval of plans, drawings or related
documents, the Agency shall state in writing the reasons for
such disapproval. The Developer, upon receipt of notice of any
disapproval, shall promptly revise such disapproved portions of
the plans, drawings or related documents in a manner that
addresses the reasons for disapproval and reasonably meets the
requirements of the Agency in order to obtain the Agency's
approval thereof. The Developer shall resubmit such revised
plans, drawings and related documents to the Agency as soon as
possible after its receipt of the notice of disapproval and, in
any event, no later than thirty (30) calendar days thereafter.
The Agency shall approve or disapprove such revised plans,
drawings and related documents in the same manner and within the
same times as provided in this Section for approval or
disapproval of plans, drawings and related documents initially
submitted to the Agency.
(m) If the Developer desires to make any change in
the final construction drawings, plans and specifications and
related documents after their approval by the Agency and/or the
City, the Developer shall submit the proposed change in writing
to the Agency and/or the City for approval. The Agency shall
notify the Developer of approval or disapproval thereof in
writing within thirty (30) calendar days after submission to the
Agency. This thirty (30) calendar day period may be extended by
mutual consent of the Developer and the Agency. Any such change
shall, in any event, be deemed to be approved by the Agency
unless rejected, in whole or in part, by written notice thereof
submitted by the Agency to the Developer, setting forth in
detail the reasons therefor, and such rejection shall be made
within said thirty (30) calendar day period unless extended as
37
SBEO/0001/DOC/OD1-1
11/15/00 200 jmm
e
e
e
permi tted herein. The Agency shall use its best efforts to
cause the City to review and approve or disapprove any such
change as provided in Section 3.0l(b) hereof. 0
(n) The Developer, upon receipt of a notice of
disapproval by the Agency and/or the City, may revise such
portions of the proposed change in construction drawings, plans
and specifications and related documents as are rejected and
shall thereafter resubmit such revisions to the Agency and/or
the City for approval in the manner provided in Section 3.01(b)
hereof.
(0) The Developer shall have the right during the
course of construction to make changes in construction
cioncerning the interior of structures and "minor field changes"
wi thout seeking the approval of the Agency; provided, however,
that such changes do not affect the type of use to be conducted
wi thin all or any portion of a structure. Said "minor field
changes" shall be defined as those changes from the approved
final construction drawings, plans and specifications which have
no substantial effect on the improvements and are made in order
to expedite the work of construction in response to field
condi tions. Nothing contained in this Section shall be deemed
to constitute a waiver of or change in the City's Building Code
requirements governing such "minor field changes" or in any and
all approvals by the City otherwise required for such "minor
field changes."
(p) Except as otherwise specified in this Amendment
No.2, the cost of constructing the New Homes and all other
improvements on the Site and adjacent thereto, all as set forth
in the Scope of Development, shall be borne by the Developer,
with the exception of the Agency's Financial Assistance to the
Project of the sum of not to exceed $710,400 as provided for
under Section of this Amendment No.2.
(p-1) Developer shall pay school fees as required
and at the time specified by the San Bernardino Unified School
District; All other development fees imposed by the City as a
condition of developing the Site shall be paid by the Developer
at the close of escrow on each Site Lot, subject to the City of
San Bernardino's Fee Deferral program in effect of the effective
date of this Amendment No.2, if such deferral program exists.
(q) The Developer shall
prepared, and shall pay any and
review and approval thereof by
38
at its expense cause to be
all fees pertaining to the
the City, all required
SBEO/0001/DOC/001-1
11/15/00 200 jmrn
e
e
e
construction, planning and other documents reasonably required
by governmental bodies pertinent to the development of the Site
hereunder including, but not limited to, specifications,
drawings, plans, maps, permi t applications, land use
applications, zoning applications and design review documents.
(r) The Developer shall pay for any and all costs,
including but not limited to the costs of design, construction,
relocation and securing of permits for utility improvements and
connections, which may be required in developing the Site except
for such prepaid fees that have been expressly assigned to
Developer by Agency pursuant to Section 2.01.2 of this
Agreement. The Developer shall obtain any and all necessary
approvals prior to the commencement of applicable portions of
said construction, and the Developer shall take reasonable
precautions to ensure the safety and stability of surrounding
properties during said construction.
(s) The Developer shall begin and complete all
construction and development and undertake all obligations and
responsibilities of the Developer within the times specified in
the Schedule of Performance shown in Exhibit DE" attached
hereto, or wi thin such reasonable extensions of such times as
may be granted by the Agency or as otherwise provided for in
this Amendment No.2. The Schedule of Performance shall be
subject to revision from time to time as mutually agreed upon in
writing by and between the Developer and the Agency. Any and
all deadlines for performance by the parties shall be extended
for any times attributable to delays which are not the fault of
the performing party and are caused by the other party, other
than periods for review and approval or reasonable disapprovals
of plans, drawings and related documents, specifications or
applications for permits as provided in this Amendment No.2.
(t) Prior to and during the period of construction of
the New Homes and related off-site public improvements on the
Site the Developer shall submit to the Agency written progress
reports when and as reasonably requested by the Agency but in no
event more frequently than every twelve (12) weeks. The reports
shall be in such form and detail as may reasonably be required
by the Agency, and shall include a reasonable number of
construction photographs taken since the last such report
submitted by the Developer. In addition, the Developer will
attend Agency meetings when requested to do so by Agency Staff.
(u) Prior to the
the Developer shall furnish,
commencement of any construction,
or shall cause to be furnished, to
39
SBEO/0001/DDC/001-1
11/15/00 200 jmm
r
e
e
e
the Agency duplicate originals or appropriate certificates of
public indemnity and liability insurance in the amount of One
Million Dollars ($1,000,000.00) combined single limit, naming
the Agency and the City as addi tional insureds. Said insurance
shall cover comprehensive general liability including, but not
limi ted to, contractual liability; acts of subcontractors;
premises-operations; explosion, collapse and underground
hazards, if applicable; broad form property damage, and personal
injury including libel, slander and false arrest. In addition,
the Developer shall provide to the Agency adequate proof of
comprehensive automobile liability insurance covering owned,
non-owned and hired vehicles, combined single limit in the
amount of One Million Dollars ($1,000,000.00) each occurrence;
and proof of workers' compensation insurance. Any and all
insurance policies required hereunder shall be obtained from
insurance companies admitted in the State of California and
ra ted at least B+: XII in Best's Insurance Guide. All said
insurance policies shall provide that they may not be canceled
unless the Agency and the City receive written notice of
cancellation at least thirty (30) calendar days prior to the
effecti ve date of cancellation. Any and all insurance obtained
by the Developer hereunder shall be primary to any and all
insurance which the Agency and/or City may otherwise carry,
including self insurance, which for all purposes of this
Agreement shall be separate and apart from the requirements of
this Agreement. Any insurance policies governing the Site as
obtained by the Agency shall not be transferred from the Agency
to the Developer. Appropriate insurance means those insurance
policies approved by the Agency Counsel consistent with the
foregoing. Any and all insurance required hereunder shall be
maintained and kept in force until the Agency has issued the
final Certificate of Completion in connection with the
development of the Site.
(v) The Developer for itself and its successors and
assigns agrees that in the construction of the improvements on
the Site Lots, the Developer will not discriminate against any
employee or applicant for employment because of sex, marital
status, race, color, religion, creed, national origin, or
ancestry. Notwithstanding the foregoing, the Developer will use
best efforts to offer employment opportunities to local
residents and will seek to acquire goods and services from local
vendors.
the
(w) The
improvements
Developer shall carry out its construction of
on the Site Lots in conformity with all
40
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
applicable laws, including all applicable state labor standards
and requirements.
(x) The Developer shall, at its own expense, secure
or shall cause to be secured, any and all permits which may be
required for such construction, development or work by the City
or any other governmental agency having jurisdiction thereof.
The Agency shall cooperate in good faith with the Developer in
the Developer's efforts to obtain from the City or any other
appropriate governmental agency any and all such permits
including, but not limited to, permits for flags and signs on
the Site and along Highland Avenue and California Street and,
upon completion of applicable portions of the development of the
Site, certificates of occupancy.
(y) Officers, employees, agents or representatives of
the Agency and the City shall have the right of reasonable
access to the Site, without the payment of charges or fees,
during normal construction hours during the period of
construction for the purposes of this Amendment No.2 including,
but not limited to, the inspection of the work being performed
in constructing the residences on the Site Such officers,
employees, agents or representatives of the Agency and/or the
City shall be those persons who are so identified by the
Executi ve Director. Any and all officers, employees, agents or
representatives of the Agency and the City who enter the Site
pursuant hereto shall identify themselves at the job site office
upon their entrance on to the Site and shall at all times be
accompanied by a representative of the Developer while on the
Site; provided, however, that the Developer shall make a
representative of the Developer available for this purpose at
all times during normal construction hours upon reasonable
notice from the Agency. The Agency shall indemnify, defend and
hold the Developer harmless from injury, property damage or
liabili ty arising out of the exercise by the Agency and/or the
City of this right of access, other than injury, property damage
or liability relating to the negligence of the Developer or its
officers, agents or employees.
(z) The Agency
construction site prior
reflecting adversely on
terms and conditions of
development of the Site.
shall inspect relevant portions of the
to issuing any written statements
the Developer's compliance with the
this Amendment No.2 pertaining to
Section 3.02.
[RESERVED -- NO TEXT]
41
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
Section 3.03. Taxes, Assessments, Encumbrances and
Liens. The Developer shall pay prior to the delinquency all
real property taxes and assessments assessed and levied on or
against the Site subsequent to the Close of Escrow and the
conveyance to the Developer of title to the Site. Nothing
herein contained shall be deemed to prohibit the Developer from
contesting the validity or amounts of any tax assessment,
encumbrance or lien, nor to limit the remedies available to the
Developer in respect thereto. The covenants of the Developer
set forth in this Section relating to the placement of any
unauthorized mortgage, trust deed, deed of trust, encumbrance or
lien, shall remain in effect only until all Certificates of
Completion have been recorded with respect to development of the
Site.
Section 3.04. Prohibition Against Transfer.
(a) Prior to the recordation of all Certificates of
Completion with respect to development of the Site as set forth
in Section 3.07 of this Agreement, the Developer shall not,
without prior written approval of the Agency, or except as
permitted by this Amendment No.2, (i) assign or attempt to
assign this Amendment No.2 or any right herein or (ii) make any
total or partial sale, transfer, conveyance, lease, leaseback,
or assignment of the whole or any part of the Site or the
improvements thereon. This prohibition shall not apply to any
of the following: (l) the reasonable grant by the Developer of
utility easements or permits to facilitate the development of
the Site; (2) the assignment of all of the Developer's interest
in this Amendment No.2 to the Site to a limited liability
company of which the Developer is the managing member (and the
assumption of such interest by such limited liability company);
and (3) sales by the Developer of individual residential lots to
individual purchasers of New Homes.
(b) It is understood and agreed by the Developer that
neither the Developer, nor its assigns or successors in interest
to the Site or this Amendment No.2, shall use or otherwise sell,
transfer, convey, assign, lease, leaseback or hypothecate the
Si te or any portion thereof to any entity or party, or for any
use of the Site, that is partially or wholly exempt from the
payment of real property taxes pertinent to the Site or any
portion thereof, or which would cause the exemption of the
payment of all or any portion of such real property taxes.
(c) In the absence of specific w,ritten agreement or
approval by the Agency, no unauthorized sale, transfer,
conveyance, lease, leaseback or assignment of the Site shall be
42
SBEO/OOOl/DOC/OOl-l
11/15/00 200 jmm
e
e
e
deemed to relieve the Developer or any other party from any
obligations under this Amendment No.2.
(d) Developer is expressly prohibited from leasing or
renting any of the Site Lots, or any structure thereon, pending
final sale to a Qualified Homebuyer.
Section 3.05. Security Financing; Right of Holders.
(a) Notwithstanding any provision of Section 3.04 to
the contrary, mortgages, deeds of trust, or any other form of
lien required for any reasonable method of financing the
construction and improvement of the Site are permitted before
the recordation of any Certificate of Completion (referred to in
Section 3.07 of this Amendment No.2). The Developer shall
notify the Agency in writing in advance of any mortgage, deed of
trust, or other form of lien for financing if the Developer
proposes to enter into the same before the recordation of any
Certificate of Completion. The Developer shall not enter into
any such conveyance for construction financing without the prior
wri t ten approval of the Agency, which approval the Agency may
grant if: (i) any such conveyance is given to a responsible
financial or lending institution including, without limi ta tion,
banks, savings and loan institutions, insurance companies, real
estate investment trusts, pension programs and the like, or
other acceptable persons or entities for the purpose of
constructing the New Homes on the Site, and (ii) such loan
contains customary construction lender disbursement controls.
(b) The Developer shall promptly notify the Agency of
any mortgage, deed of trust or other refinancing, encumbrance or
lien that has been created or attached thereto prior to
completion of the construction of the improvements on the Site
whether by voluntary act of the Developer or otherwise;
provided, however, that no notice of filing of preliminary
notices or mechanic 0 s liens need be given by the Developer to
the Agency prior to suit being filed to foreclose such
mechanic's lien.
(c) The words "mortgage" and "deed of trust" as used
herein shall be deemed to include all other customary and
appropriate modes of financing real estate construction and land
development. The Agency agrees to make such amendments
regarding the rights of any lender as the approved lender shall
reasonably require.
43
SBEO/0001/00C/001-1
11/15/00 200 Jrnm
e
e
e
(d) The holder of any mortgage, deed of trust or
other security interest authorized by this Agreement shall in no
manner be obligated by the provisions of this Amendment No.2 to
construct or complete the improvement of the Site or to
guarantee such construction or completion. Nothing in this
Amendment No.2 shall be deemed to permit or authorize any such
holder to devote the Site to any other use, or to construct any
other improvement thereon, except those uses or improvements
provided for or authorized by this Amendment No.2.
(e) Whenever the Agency shall deliver any notice or
demand to the Developer with respect to any breach or default by
the Developer in the completion of construction of the
improvements, or any breach or default of any other obligations
which, if not cured by the Developer, entitle the Agency to
terminate this Amendment No.2 or exercise its right to re-enter
the Site, or a portion thereof under Section 5.07, the Agency
shall at the same time deliver to each holder of record of any
mortgage, deed of trust or other security interest authorized by
this Amendment No.2 a copy of such notice or demand. Each such
holder shall (insofar as the rights of the Agency are concerned)
have the right, at its option, to commence the cure or remedy of
any such default and to diligently and continuously proceed with
such cure or remedy, wi thin sixty (60) calendar days after the
receipt of the notice; and to add the cost thereof to. the
security interest debt and the lien of its security interest.
If such default shall be a default which can only be remedied or
cured by such holder upon obtaining possession, such holder
shall seek to obtain possession with diligence and continuity
through a receiver or otherwise, and shall remedy or cure such
defaul t wi thin sixty (60) calendar days after obtaining
possession; provided that in the case of a default which cannot
wi th diligence be remedied or cured, or the remedy or cure of
which cannot be commenced, wi thin such sixty (60) calendar day
period, such holder shall have such additional time as is
reasonably necessary to remedy or cure such default of the
Developer. Nothing contained in this Amendment No.2 shall be
deemed to permit or authorize such holder to undertake or
continue the construction or completion of the improvements
(beyond the extent necessary to conserve or protect the
improvements or construction already made) without first having
expressly assumed the Developer's obligations by written
agreement satisfactory to the Agency. The holder in that event
must agree to complete, in the manner provided in this
Agreement, the improvements to which the lien or title of such
holder relates and must submit evidence satisfactory to the
Agency that it has the qualifications and financial
44
SBEO/OOOl/DOC/001-l
11/15/00 200 jrnrn
e
e
e
responsibili ty necessary to perform such obligations. Any such
holder completing such improvements in accordance herewith shall
be entitled, upon written request made to the Agency, to be
issued appropriate Certificates of Completion by the Agency.
(f) In any case where, one hundred eighty (180)
calendar days after default by the Developer in the completion
of construction of improvements under this Amendment No.2, the
holder of any mortgage, deed of trust or other security interest
crea ting a lien or encumbrance upon the Site or any portion
thereof has not exercised the option to construct the applicable
portions of the Site, or has exercised the option but has not
proceeded diligently and continuously with construction, the
Agency may purchase the mortgage, deed of trust or other
security interest by payment to the holder of the amount of the
unpaid debt, including principal, accrued and unpaid interest,
late charges, costs, expenses and other amounts payable to the
holder by the Developer under the loan documents between holder
and the Developer. If the ownership of the Site has vested in
the holder, the Agency, if it so desires, shall be entitled to a
conveyance from the holder to the Agency upon payment to the
holder of an amount equal to the sum of the following:
1.
The unpaid mortgage, deed of trust or other security
interest debt, including principal, accrued and
unpaid interest, late charges, costs, expenses
and other amounts payable to the holder by the
Developer under the loan documents between the
holder and the Developer, at the time title
became vested in the holder (less all appropriate
credits, including those resulting from
collection and application of rentals and other
income received during foreclosure proceedings.)
2. All expenses, if any, incurred by the holder with
respect to foreclosure.
3. The net expenses, if any (exclusive of general
overhead), incurred by the holder as a direct
resul t of the subsequent ownership or management
of the Site, such as insurance premiums and real
estate taxes.
4. The cost of any improvements made by such holder.
5.
An amount equivalent to the interest that would have
accrued on the aggregate on such amounts had all
45
SBEO/0001/DOC/001-l
11/15/00 200 jmrn
e
e
e
such amounts become part of the mortgage or deed
of trust debt and such debt had continued in
existence to the date of payment by the Agency.
6.
After expiration of the aforesaid one hundred eighty
(180) calendar day period, the holder of any
mortgage, deed of trust or other security
affected by the option created by this Section,
may demand, in writing, that the Agency act
pursuant to the option granted hereby. I f the
Agency fails to exercise the right herein granted
wi thin sixty (60) calendar days from the date of
such written demand, the Agency shall be
conclusively deemed to have waived such right of
purchase of the applicable portion of the Site or
the mortgage, deed of trust or other security
interest.
(g) In the event of a default or breach by the
Developer of a mortgage, deed of trust or other security
interest with respect to the Site (or any portion thereof) prior
to the issuance of a Certificate of Completion for the Site (or
any portion thereof), and the holder has not exercised its
option to complete the development, the Agency may cure the
default but is under no obligation to do so prior to completion
of any foreclosure. In such event, the Agency shall be entitled
to reimbursement from the Developer of all costs and expenses
incurred by the Agency in curing the default. The Agency shall
also be deemed to have a lien of the Agency as may arise under
this Section 3.05 (g) upon the Site (or any portion thereof) to
the extent of such costs and disbursements. Any such lien shall
be subordinate and subject to mortgages, deeds of trust or other
security instruments executed by the Developer for the purpose
of obtaining the funds to construct and improve the Site as
authorized herein.
Section 3.06. Right of the Agency to Satisfy Other
Liens on the Si te and Sales Office after Conveyance of Title.
After the conveyance of title to the Site and Sales Office by
the Agency to the Developer and prior to the recordation of all
Certificates of Completion (referred to in Section 3.07 of this
Amendment No.2), and after the Developer has had a reasonable
time to challenge, cure or satisfy any unauthorized liens or
encumbrances 'on the Site, the Agency shall after sixty (60)
calendar days prior written notice to the Developer have the
right to satisfy any such liens or encumbrances; provided,
however, that nothing in this Amendment No.2 shall require the
46
SBEO/OOOl/DOC/OOl-l
11/15/00 200 jrnm
e
e
e
Developer to payor make provisions for the payment of any
assessment, lien or charge so long as the Developer in
faith shall contest the validity or amount thereof, and so
as such delay in payment shall not subject the Site or
portion thereof, to forfeiture or sale.
tax,
good
long
any
Section 3.07. Certificates of Completion.
(a) Following the written request therefor by the
Developer and the completion of construction of the improvements
on a Site Lot, excluding minor building "punch-list" items to be
completed by the Developer upon said Lot, the Agency shall
furnish the Developer with a Certificate of Completion for the
Site Lot as applicable, as the Agency may, in its sole
discretion, deem appropriate, substantially in the form set
forth in Exhibit -F" attached hereto. Notwithstanding any
provision set forth herein to the contrary, the completion of
construction of the improvements on a Site Lot shall be deemed
to include the completion of construction of a residence on said
Lot and any and all parking, front yard and landscaping and
related improvements necessary to support or which meet the
requirements applicable to the residence and its use and
occupancy on said Lot.
(b) The Agency shall not unreasonably withhold the
issuance of a Certificate of Completion. A Certificate of
Completion shall be, and shall so state, that it is a conclusive
determination of satisfactory completion of all of the
obligations of this Agreement with respect to the development of
a Site Lot. After the recordation of the Certificate of
Completion, any party then owning or thereafter purchasing,
leasing or otherwise acquiring any interest in a Site Lot shall
not (because of such ownership, purchase, lease or acquisition)
incur any obligation or liability under this Agreement, except
that such party shall be bound by any covenants contained in the
grant deed or other instrument of transfer which grant deed or
other instrument of transfer shall include the provisions of
Section 4.01 through 4.05, inclusive, of this Agreement.
Nei ther the Agency nor any other person, after the recordation
of a Certificate of Completion for a Site Lot, shall have any
rights, remedies or controls that it would otherwise have or be
enti tled to exercise under this Amendment No.2 with respect to
said Lot, as a result of a default in or breach of any provision
of this Amendment No.2, and the respective rights and
obliga tions of the parties shall be limited to those set forth
in the grant deed.
47
SBE0/0001/DOC/001-1
11/15/00 200 jrnm
e
e
e
I c) Any Certificate of Completion shall be in such
form as to permit it to be recorded in the Recorder's Office of
the County where the property is located.
(d) If the Agency refuses or fails to furnish a
Certificate of Completion for a Site Lot after written request
from the Developer, the Agency shall, within fifteen (15)
calendar days of the written request or within three (3)
calendar days after the next regular meeting of the Agency,
whichever date occurs later, provide to the Developer a written
statement setting forth the reasons with respect to the Agency's
refusal or failure to furnish a Certificate of Completion. The
statement shall also contain the Agency's opinion of the action
the Developer must take to obtain a Certificate of Completion.
If the reason for such refusal is confined to the immediate
unavailability of specific items or materials for construction
or landscaping at a price reasonably acceptable to the Developer
or other minor building "punch-list" items, the Agency may issue
its Certificate of Completion upon the posting of a bond or
irrevocable letter of credit, reasonably approved as to form and
substance by the Agency Counsel and obtained by the Developer in
an amount representing a fair value of the work not yet
completed as reasonably determined by the Agency. If the Agency
shall have failed to provide such written statement within the
foregoing period, the Developer shall be deemed conclusively and
without further action of the Agency to have satisfied the
requirements of this Amendment No. 2 with respect to the Site
Lot as if a Certificate of Completion had been issued therefor.
Ie) A Certificate of Completion shall not constitute
evidence of compliance with or satisfaction of any obligation of
the Developer to any holder of a mortgage, or any insurer of a
mortgage securing money loaned to finance the improvements
described herein, or any part thereof. A Certificate of
Completion shall not be deemed to constitute a notice of
completion as referred to in Section 3093 of the California
Civil Code, nor shall it act to terminate the continuing
covenants or conditions subsequent contained in the Agency Grant
Deeds attached hereto as Exhibit "C".
ARTICLE IV
USE OF THE SITE
Section 4.01. Uses.
(a) Developer
successors, and assigns
covenants and
that at least
48
for itself,
percent (20%)
its
of
agrees
twenty
SBEO/0001/DOC/001-l
11/15/00 200 jmm
e
e
e
the New Homes to be developed, constructed and improved on the
Site, shall be reserved for sale and occupancy by Qualified
Homebuyers whose Adj usted Family Income at the time of initial
occupancy of each New Home does not exceed the household income
qualification limits of a Moderate-Income Household for the
lesser period of twenty (20) years following the recordation of
this Amendment No.2 or for the Qualified Residence Period of
each such New Home.
The Developer shall cause to be recorded at the time
of close of each "New Home Escrow" for which the provisions of
this Section 4.01 (a) are applicable the form of the community
redevelopment affordability covenants and restrictions
substantially in the form as attached hereto Exhibit "G." The
selection of individual New Homes in the Site which shall be
subj ect to the provisions of this Section 4.01 (a) shall be at
the discretion of the Developer.
The covenant of this Section 4.01 (a) shall run with
the land.
(b) The Developer further covenants and agrees for
itself, its successors and assigns that the Site shall be
improved, developed and used in accordance with the Scope of
Development. Developer covenants to develop and use the Site
in conformity with all applicable laws. The covenants of this
Section 4.01(b) shall also run with the land.
(c) It is understood and agreed by the Developer that
nei ther the Developer, nor its assigns or successors shall use
or otherwise sell, transfer, convey, assign, lease, leaseback or
hypothecate the Site or any portion thereof to any entity or
party, or for any, that is partially or wholly exempt from the
payment of real property taxes pertinent to the Site, or any
portion thereof, or which would cause the exemption of the
payment of all or any portion of such real property taxes.
(d) Developer is expressly prohibited from leasing or
renting any of the Site Lots, or any structure thereon, pending
final sale to a Qualified Homebuyer
Section 4.02. Maintenance of the Site. The
Developer covenants and agrees for itself, its successors, and
assigns to maintain the Site in a good condition free from any
accumulation of debris or waste material, subject to normal
construction job-site conditions, and shall maintain in a neat,
orderly, healthy and good condition the landscaping at the Site
49
SBE0/0001/00C1001-1
11/15/00 200 jrnm
e
e
e
required to be planted in accordance with the Scope of
Development. In the event the Developer, or its successors or
assigns, fails to perform the maintenance as required herein,
the Agency shall have the right, but not the obligation, to
enter the Site and undertake, such maintenance acti vi ties. In
such event, the Developer shall reimburse the Agency for all
reasonable sums incurred by it for such maintenance activities.
The obligation of the Developer under this Section 4.02 with
respect to the Site Lots shall be discharged for each Lot at
such time as a Certificate of Completion for the Lot is
recorded.
Section 4.03. Obligation to Refrain from
Discrimination. The Developer covenants and agrees for itself,
its successors, its assigns and every successor in interest to
the Site or any part thereof, that there shall be no
discrimination against or segregation of any person, or group of
persons, on account of sex, marital status, race, color,
religion, creed, national origin or ancestry in the sale, lease,
sublease, transfer, use, occupancy, tenure or enjoyment of the
Si te; nor shall the Developer, itself or any person claiming
under or through it, establish or permit any such practice or
practices of discrimination or segregation with reference to the
selection, location, number, use or occupancy of tenants,
lessees, subtenants, sublessee or vendees of the Site.
Section 4.04. Form of Nondiscrimination and
Nonsegreqa-tion Clauses. The Developer covenants and agrees for
itself, its successors, its assigns, and every successor in
interest to the Site , or any part thereof, that the Developer,
such successors and such assigns shall refrain from restricting
the sale, lease, sublease, rental, transfer, use, occupancy,
tenure or enjoyment of the Site (or any part thereof) on the
basis of sex, marital status, race, color, religion, creed,
ancestry or national origin of any person. All deeds, leases or
contracts pertaining thereto shall contain or be subject to
substantially the following nondiscrimination or nonsegregation
clauses:
(a) In deeds: "The grantee herein covenants by and for
itself, its successors and assigns, and all persons
claiming under or through them, that there shall be no
discrimination against or segregation of, any person or
group of persons on account of race, color, creed,
religion, sex, marital status, national origin, or ancestry
in the sale, lease, sublease, transfer, use, occupancy,
tenure, or enjoyment of the premises herein conveyed, nor
50
SBEO/0001/DOC/001-1
11/15/00 200 Jrnro
e
e
e
shall the grantee or any person claiming under or through
it, establish or permit any such practice or practices of
discrimination or segregation with reference to the
selection, location, number, use or occupancy of tenants,
lessees, subtenants, sublessee, or vendees in the premises
herein conveyed. The foregoing covenants shall run with
the land."
(b) In leases: "The Lessee herein covenants by and for
itself, its successors and assigns, and all persons
claiming under or through them, and this lease is made and
accepted upon and subject to the following conditions:
That there shall be no discrimination against or
segregation of any person or group of persons, on account
of race, color, creed, religion, sex, marital status,
national origin, or ancestry, in the leasing, subleasing,
transferring, use, occupancy, tenure, or enjoyment of the
premises herein leased nor shall the lessee itself, or any
person claiming under or through it, establish or permit
any such practice or practices of discrimination or
segregation with reference to the selection, location,
number, use, or occupancy, of tenants lessees, sublessee,
subtenants, or vendees in the premises herein leased."
(c) In contracts: "There shall be no discrimination
against or segregation of any person or group of persons on
account of race, color, creed, religion, sex, marital
status, national origin, or ancestry, in the sale, lease,
sublease, transfer, use, occupancy, tenure, or enjoyment of
the premises herein conveyed or leased, nor shall the
transferee or any person claiming under or through it,
establish or permit any such practice or practices of
discrimination or segregation with reference to the
selection, location, number, use, or occupancy, of tenants,
lessees, sublessees, subtenants, or vendees of the premises
herein transferred." The foregoing provision shall be
binding upon and shall obligate the contracting party or
parties and any subcontracting party or parties, or other
transferees under the instrument.
Section 4.05. Effect and Duration of Covenants. The
covenants established against discrimination shall remain in
effect in perpetuity. The covenants respecting uses and
occupancy of each of the Four (4) New Homes which are designated
by the Developer to be initially occupied by a Qualified
Homebuyer as set forth in Section 4.01(a), shall remain in
effect for the Qualified Residence Period of each such New Home,
51
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
and shall run with the land and shall constitute equitable
servitudes thereon, and shall, without regard to technical
classification and designation, be binding for the benefit and
in favor of the Agency, its successors and assigns and the City.
The Agency is deemed the beneficiary of the terms an
provisions of this Amendment No.2 and of the covenants running
with the land for and in its own rights and for the purposes of
protecting the interests of the community. The Agency shall
have the right, if such covenants are breached, to exercise all
rights and remedies and to maintain any actions or suits at law
or in equity or such other proper proceedings to enforce the
curing of such breaches to which it or any other beneficiary of
such covenants may be entitled, including, without limitation,
to specific performance, damages and injunctive relief. The
Agency shall have the right to assign all of its rights and
benefits hereunder to the City.
ARTICLE V
DEFAULTS, REMEDIES AND TERMINATION
Section 5.01.
Defaults - General.
(a) Subject to the extensions of time set forth in
Section 6.05 hereof, failure or delay by either party to perform
any term or provision of this Amendment No.2 shall constitute a
default under this Agreement; provided, however, that if a party
otherwise in default commences to cure, correct or remedy such
default within thirty (30) calendar days after receipt of
written notice specifying such default and shall diligently and
continuously prosecute such cure, correction or remedy to
completion (and where any time limits for the completion of such
cure, correction or remedy are specifically set forth in this
Amendment No.2, then within said time limits), such party shall
not be deemed to be in default hereunder.
(b) The injured party shall give
default to the party in default, specifying
complained of by the non-defaulting party.
notice shall not constitute a waiver of any
change the time of default.
written notice of
the default
Delay in giving such
default nor shall it
(cl Any failure or delays by either party in
asserting any'of its rights and remedies as to any default shall
not operate as a waiver of any default or of any such rights or
remedies. Delays by either party in asserting any of its rights
and remedies shall not deprive either party of its right to
52
SBEO/0001/DOC/001-l
11/15/00 200 jmm
e
e
e
institute and maintain any actions or proceedings which it may
deem necessary to protect, assert or enforce any such rights or
remedies.
Section 5.02. Legal Actions.
(a) In addition to any other rights or remedies,
either party may institute legal action to cure, correct or
remedy any default, to recover damages for any default, or to
obtain any other remedy consistent with the purposes of this
Amendment No.2. Such legal actions must be instituted in the
Superior Court of the County of San Bernardino, State of
California, in any other appropriate court in that County, or in
the Federal District Court in the Central District of
California.
(b) The laws of the State of California shall govern
the interpretation and enforcement of this Amendment No.2.
(c) In the event that any legal action is commenced
by the Developer against the Agency, service of process on the
Agency shall be made by personal service upon the Executive
Director or Chairman or the Agency, or in such other manner as
may be provided by law.
(d) In the event that any legal action is commenced
by the Agency against the Developer, service of process on the
Developer shall be made by personal service on John Pavelak(or
such other Agent for service of process and at such address as
may be specified in written notice to the Agency), or in such
other manner as may be provided by law, and shall be valid
whether made within or without the State of California.
Section 5.03. Rights and Remedies are Cumulative.
Except with respect to any rights and remedies expressly
declared to be exclusive in this Amendment No.2, the rights and
remedies of the parties are cumulative and the exercise by
either party of one or more of such rights or remedies shall not
preclude the exercise by it, at the same or different times, of
any other rights or remedies for the same default or any other
default by the other party.
Section 5.04. Damages. If either party defaults with
regard to any provision of this Amendment No.2, the non-
defaulting party shall serve written notice of such default upon
the defaulting party. If the defaulting party does not
diligently commence to cure such default within thirty (30)
53
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
calendar days after service of the notice of default and
promptly complete the cure of such default within a reasonable
time, not to exceed ninety (90) calendar days (or such shorter
period as may otherwise be specified in this Amendment No.2 for
any specific default), after the service of written notice of
such default, the defaulting party shall be liable to the other
party for damages caused by such default.
Section 5.05. Specific Performance. If either party
defaults under any of the provisions of this Amendment No.2, the
non-defaulting party shall serve written notice of such default
upon such defaulting party. If the defaulting party does not
commence to cure the default and diligently and continuously
proceed with such cure within thirty (30) calendar days after
service of the notice of default, and such default is not cured
within a reasonable time thereafter (and where any time limits
for the completion of such cure, correction or remedy are
specifically set forth in this Amendment No.2, then within said
time limits), the non-defaulting party, at its option, may
institute an action for specific performance of the terms of
this Agreement, except as otherwise provided in this Amendment
No.2.
Section 5.06. Aqency Riqhts of Termination Following
Close of Escrow.
(a) Subject to written notice of default which shall
specify the Developer's default and the action required to
commence cure of same and upon thirty (30) calendar days notice
to the Developer of the Agency's intent to terminate this
Amendment No.2 pursuant to this Section, the Agency at its
option may terminate this Amendment No.2 if the Developer in
breach of this Amendment No.2 assigns or attempts to assign this
Amendment No.2, or any right therein, or attempts to make any
total or partial sale, lease or leaseback, transfer or
conveyance of the whole or any part of the Site or the
improvements to be developed thereon in violation of the terms
of this Amendment No.2, and the Developer does not correct such
violation within thirty (30) calendar days from the date of
receipt of such notice.
(b) Subject to written notice of default, which shall
specify the Developer's default and the action required to
commence cure of same and upon thirty (30) calendar days notice
to the Developer of the Agency's intent to terminate this
Amendment No.2 pursuant to this Section, the Agency at its
option may terminate this Amendment No.2 if the Developer: (al
54
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
does not within the time limits set forth in this Amendment No.2
or as specifically provided in the Schedule of Performance,
subject to extensions authorized by this Amendment No.2 due to
force majeure or otherwise, submit development plans,
construction drawings and related documents acceptable to the
Planning Department and Building Division of the City for plan
check purposes and in order to obtain building permits for the
project at the Site, together with applicable fees therefor, all
prepared to the minimum acceptable standards as required by the
Planning Department and Building Division of the City for
commencement of formal review of such documents and as required
by this Amendment No.2, or (b) does not carry out its other
responsibilities under this Amendment No.2 or in accordance with
any modification or variance, precise plan, design review and
other environmental or governmental approvals and such default
is not cured or the Developer does not commence and diligently
and continuously proceed with such cure within thirty (30)
calendar days after the date of receipt of written demand
therefor from the Agency.
Section 5.07. Right to Reenter, Repossess and Revest.
(a) The Agency shall, upon thirty (30) calendar days
notice to the Developer which notice shall specify this Section
5.07, have the right, at its option, to re-enter and take
possession of all or any portion of the Site , together with all
improvements thereon, and to terminate and re-vest in the Agency
the estate conveyed to the Developer hereunder, if after
conveyance of title, the Developer (or its successors in
interest) shall:
1. Fail to commence construction of all or any
portion of the improvements as required by this
Amendment No.2 for a period of ninety (90)
calendar days after written notice to proceed
from the Agency; provided that the Developer
shall not have obtained an extension or
postponement to which the Developer may be
entitled pursuant to Section 6.05 hereof; or
2 .
Abandon or substantially suspend construction of
all or any portion of the improvements at the
Site for a period of ninety (90) calendar days
after written notice of such abandonment or
suspension from the Agency; provided that the
Developer shall not have obtained an extension or
55
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
postponement to which the Developer may be
entitled to pursuant to Section 6.05 hereof; or
3. Assign or attempt to assign this Amendment No.2,
or any rights herein, or transfer, or suffer any
involuntary transfer, of the Site or any part
thereof, in violation of this Agreement, and such
violation shall not have been cured within thirty
(30) calendar days after the date of receipt of
written notice thereof from the Agency to the
Developer.
(b) The thirty (30) calendar day written notice
specified in this Section shall specify that the Agency proposes
to take action pursuant to this Section and shall specify which
of the Developer's obligations set forth in Subsections (1)
through (3) herein have been breached. The Agency shall proceed
with its remedy set forth herein only in the event that the
Developer continues in default of said obligation(s) for a
period of thirty (30) calendar days following such notice or,
upon commencing to cure such default, fails to diligently and
continuously prosecute said cure to satisfactory conclusion.
(c) The right of the Agency to reenter, repossess,
terminate, and re-vest shall be subject and subordinate to,
shall be limited by and shall not defeat, render invalid or
limit:
1. Any mortgage, deed of trust or other security
interest permitted by this Amendment No.2;
2. Any rights or interests provided in this
Agreement for the protection of the holders of
such mortgages, deeds of trust or other security
interests;
3. Any leases, declarations of covenants, conditions
and restrictions, easement agreements or other
recorded documents applicable to the Site.
(d) The grant deed to the Site or to any portion
thereof conveyed by the Developer to another party, to the
extent authorized under this Amendment No.2 and by the Agency,
shall contain appropriate references and provisions to give
effect to the Agency's right, as set forth in this Section under
specified circumstances prior to the recordation of a
Certificate of Completion with respect to such portion, to
56
SBEO/0001/DOC/001-l
11/15/00 200 jrnm
e
e
e
reenter and take possession of such portion, or any part
thereof, with all improvements thereon, and to terminate and
revest in the Agency the estate conveyed to the Developer.
(e) Upon the re-vesting in the Agency of title to the
Site, or any part thereof, as provided in this Section, the
Agency shall, pursuant to its responsibilities under State law,
use its best efforts to resell the Site, or any part thereof, at
fair market value as soon and in such manner as the Agency shall
find feasible and consistent with the objectives of such law, to
a qualified and responsible party or parties (as determined by
the Agency) who will assume the obligations of making or
completing the improvements, or such other improvements in their
stead as shall be satisfactory to the Agency and in accordance
with the uses specified for the property, or any part thereof.
Upon such resale of the Site, or any part thereof, the proceeds
thereof shall be applied:
1 .
First, to make any payment made or necessary to
be made to discharge or prevent from attaching or
being made any subsequent encumbrances or liens
due to obligations incurred with respect to the
making or completion of the agreed improvements
or any part thereof on the Site or any portion
thereof; next to reimburse the Agency on its own
behalf or on behalf of the City for all actual
costs and expenses incurred by the Agency and the
City, including but not limited to customary and
reasonable fees or salaries to third party
personnel engaged in such action (but excluding
the Agency's or the City's general overhead
expense), in connection with the recapture,
management and resale of the Site or any portion
thereof; all taxes, assessments and water and
sewer charges paid by the City and/or the Agency
with respect to the Site or any portion thereof;
any amounts otherwise owing to the Agency by the
Developer and its successor transferee; and
2 .
Second, to the extent that any and all funds
which are proceeds from such resale are
thereafter available, to reimburse the Developer,
or its successor transferee, up to the amount
equal to the sum of: (1) the Purchase Price paid
by the Developer for the Site (or allocable to
the applicable part thereof); and (2) the costs
incurred for the development of the Site, or
57
SBEO/0001/00C/001-1
11/15/00 200 jmm
e
e
e
applicable part thereof, or for the construction
of the improvements thereon including, but not
limited to, costs of carry, taxes and items set
forth in the Developer's cost statement which
shall be submitted to and approved by the Agency.
3. Any balance remaining after the foregoing
application of proceeds shall be retained by the
Agency.
ARTICLE VI
GENERAL PROVISIONS
Section 6.01. Notices, Demands and Communications
Between the Parties.
(a) Any and all notices, demands or communications
submitted by any party to another party pursuant to or as
required by this Amendment No.2 shall be proper if in writing
and dispatched by messenger for immediate personal delivery, or
by registered or certified United States mail, postage prepaid,
return receipt requested, to the principal office of the Agency
and the Developer, as applicable, as designated in Section
1.04 (al and Section 1.04 (b) hereof. Such written notices,
demands and communications may be sent in the same manner to
such other addresses as either party may from time to time
designate as provided in this Section. Any such notice, demand
or communication shall be deemed to be received by the
addressee, regardless of whether or when any return receipt is
received by the sender or the date set forth on such return
receipt, on the day that it is dispatched by messenger for
immediate personal delivery, or two (2) calendar days after it
is placed in the United States mail as heretofore provided.
(b) In addition to the submission of notices, demands
or communications to the parties as set forth above, copies of
all notices shall also be delivered by facsimile as follows:
to the Developer:
Century Crowell Communities, L.P.
1535 South "0- Street, Suite 200
San Bernardino, California 92408
Attn: John Pavelak
FAX: (909) 381-0041
with copy to:
to the Agency:
Redevelopment Agency of the City
with copy to:
Lewis, D'Amato, Brisbois &
58
58EO/0001/00C/001-1
11/15/00 200 jmm
e
e
e
of San Bernardino
201 North "E" Street
Suite 301
San Bernardino, California 92401
FAX: (9091 888-9413
Bisgaard
201 North "E" Street,
Suite 300
San Bernardino, CA 92401
FAX: (909) 383-9378
Section 6.02. Conflict of Interest. No member,
official or employee of the Agency having any conflict of
interest, direct or indirect, related to this Amendment No.2, or
in the development of the Site, shall participate in any
decision relating to the Amendment No.2. The parties represent
and warrant that they do not have knowledge of any such conflict
of interest.
Section 6.03. Warranty Against Payment of
Consideration for Agreement. The Developer warrants that it has
not paid or given, and will not payor give, any third party any
money or other consideration for obtaining this Amendment No.2.
Third parties, for the purposes of this Section, shall not
include persons to whom fees are paid for professional services
if rendered by attorneys, financial consultants, accountants,
engineers, architects and the like when such fees are considered
necessary by the Developer.
Section 6.04. Nonliability of Agency Officials and
Employees. No member, official or employee of the Agency shall
be personally liable to the Developer, or any successor in
interest, in the event of any default or breach by the Agency or
for any amount which may become due to the Developer or to its
successor, or on any obligations under the terms of this
Amendment No.2, except for gross negligence or willful acts of
such member, officer or employee.
Section 6.05. Enforced Delay: Extension of Time of
Performance. In addition to specific provisions of this
Amendment No.2, performance by either party hereunder shall not
be deemed to be in default, or considered to be a default, where
delays or defaults are due to the force majeure events of war,
insurrection, strikes, lockouts, riots, floods, earthquakes,
fires, casualties, acts of God, acts of the public enemy,
epidemics, quarantine restrictions, freight embargoes or lack of
transportation, weather-caused delays, inability to secure
necessary labor, materials or tools, delays of any contractors,
subcontractor or supplier, which are not attributable to the
fault of the party claiming an extension of time to prepare or
acts or failure to act of any public or governmental agency or
entity (provided that acts or failure to act of the City or
59
SBEO/0001/DOC/001-l
11/15/00 200 jrnrn
e
e
e
Agency shall not extend the time for the Agency to act hereunder
except for delays associated with lawsuit or injunction
including but without limitation to lawsuits pertaining to the
approval of the Agreement, and the like). An extension of time
for any such force majeure cause shall be for the period of the
enforced delay and shall commence to run from the date of
occurrence of the delay; provided however, that the party which
claims the existence of the delay has first provided the other
party with written notice of the occurrence of the delay within
ten (10) days of the commencement of such occurrence of delay.
The inability of the Developer to obtain a
satisfactory commitment from a construction lender for the
improvement of the Site or to satisfy any other condition of
this Amendment No.2 relating to the redevelopment of the Site
shall not be deemed to be a force majeure event or otherwise
provide grounds for the assertion of the existence of a delay
under this Section 6.05. The parties hereto expressly
acknowledge and agree that changes in either general economic
conditions or changes in the economic assumptions of any of them
which may have provided a basis for entering into this Amendment
No.2 and which occur at any time after the execution of this
Agreement, are not force majeure events and do not provide any
party with grounds for asserting the existence of a delay in the
performance of any covenant or undertaking which may arise under
this Amendment No.2. Each party expressly assumes the risk that
changes in general economic conditions or changes in such
economic assumptions relating to the terms and covenants of this
Agreement could impose an inconvenience or hardship on the
continued performance of such party under this Amendment No.2,
but that such inconvenience or hardship is not a force majeure
event and does not excuse the performance by such party of its
obligations under this Amendment No.2.
Section 6.06. Inspection of Books and Records. The
Agency shall have the right at all reasonable times at the
Agency's cost and expense to inspect the books and records of
the Developer pertaining to the Site, and/or the development
thereof, as necessary for the Agency, in its reasonable
discretion, to enforce its rights under this Amendment No.2.
Matters discovered by the Agency shall not be disclosed to third
parties unless required by law or unless otherwise resulting
from or related to the pursuit of any remedies or the assertion
of any rights of the Agency hereunder. The Developer shall also
have the right at all reasonable times to inspect the books and
records of the Agency pertaining to the Site and/or the
60
SBEO/0001/DOC/001-l
11/15/00 200 jmm
e
e
e
development thereof as pertinent to the purposes of this
Agreement.
Section 6.07. Approvals.
(al Except as otherwise provided in this Amendment
No.2, approvals required of the Agency or the Developer, or any
officers, agents or employees of either the Agency or the
Developer, shall not be unreasonably withheld and approval or
disapproval shall be given within the time set forth in the
Schedule of Performance or, if no time is given, within a
reasonable time.
(b) The Executive Director of the Agency is
authorized to sign on his or her own authority amendments to
this Amendment No.2 which are of routine or technical nature,
including minor adjustments to the Schedule of Performance.
Section 6.08. Real Estate Commissions. The Agency
shall not be liable for any real estate commissions, brokerage
fees or finder fees which may arise from or related to this
Amendment No.2.
Section 6.09. Indemnification. The Developer agrees
to indemnify and hold the City and the Agency, and their
officers, employees and agents, harmless from and against all
damages, judgments, costs, expenses and fees arising from or
related to any act or omission of the Developer in performing
its obligations hereunder. The Agency agrees to indemnify and
hold the Developer and its officers, employees and agents,
harmless from and against all damages, judgments, costs,
expenses and fees arising from or related to any act or omission
of the Agency in performing its obligations hereunder.
Section 6.10. Release of Developer from Liability.
Notwithstanding any provision herein to the contrary, the
Developer shall be relieved of any and all liability for the
obligations of the Developer hereunder with regard to any Site
Lot when a Certificate of Completion has been issued by the
Agency hereunder with respect thereto, other than any covenants
and obligations provided by the grant deed by which the Site is
conveyed to the Developer hereunder.
Section 6.11. Attorneys' Fees. If either party
hereto files any action or brings any action or proceeding
against the other arising out of this Amendment No.2, seeks the
resolution of disputes pursuant to Section 6.12 hereof, or is
61
SBEO/0001/DOC/DD1-1
11/15/00 200 jrnm
e
e
e
made a party to any action or proceeding brought by the Escrow
Agent, then as between the Developer and the Agency, the
prevailing party shall be entitled to recover as an element of
its costs of suit or resolution of disputes pursuant to Section
6.12 hereof, and not as damages, its reasonable attorneys' fees
as fixed by the Court or other forum for resolution of disputes
as set forth in Section 6.12 hereof, in such action or
proceeding or in a separate action or proceeding brought to
recover such attorneys' fees.
Section 6.12. Effect. This Amendment No.2 shall be
binding upon and inure to the benefit of the parties hereto and
their respective heirs, executors, administrators, legal
representatives, successors and assigns.
ARTICLE VII
ENTIRE AGREEMENT, WAIVERS AND AMENDMENT
Section 7.01. Entire Agreement.
(a) This Amendment No.2 shall be executed in three
(3) triplicate originals each of which is deemed to be an
original. This Amendment No.2 includes ___ pages and
attachments, which constitute the entire understanding and
Agreement of the parties.
(b) This Agreement integrates all of the terms and
conditions mentioned herein or incidental hereto, and supersedes
all negotiations or previous agreements between the parties with
respect to all or any portion of the Site and the development
thereof.
(c) None of the terms, covenants, agreements or
conditions set forth in this Agreement shall be deemed to be
merged with the grant deed conveying title to the Site, and this
Agreement shall continue in full force and effect before and
after such conveyance until issuance of the final Certificate of
Completion.
(d) All waivers of the provisions of this Agreement
and all amendments hereto must be in writing and signed by the
appropriate authorities of the Agency and the Developer.
ARTICLE VIII
TIME FOR ACCEPTANCE OF AGREEMENT BY AGENCY AND RECORDATION
Section 8.01. Execution and Recordation.
62
SBEO/OOOI/DOC/OOl-l
11/15/00 200 jrnm
e
e
e
(a) Following its execution by the Developer and
prompt delivery thereafter to the Agency, this Amendment No.2
shall be subject to the review and approval by the governing
board of the Agency in its sole and absolute discretion within
forty-five (45) calendar days after the date of signature by the
Developer. In the event that the Agency has not approved,
executed and delivered this Amendment No.2 to the Developer
within the foregoing period, then the rights and duties of the
parties shall be as set forth herein shall terminate. The date
of this Amendment No.2 shall be the date when the Amendment No.2
shall have been approved by the Agency.
(b) The Developer and the Agency agree to permit
recordation of this Amendment No.2 or any portion thereof
against the Site in the Office of the County Recorder for the
County where the Site is located.
IN WITNESS WHEREOF, the parties hereto have duly
executed this Amendment No.2 as of the dates set forth below.
AGENCY
Redevelopment Agency of the
City of San Bernardino
Date:
By:
Agency Chair, or his/her d
designee
APPROVED AS TO FORM:
Agency Special Counsel
DEVELOPER
Century Crowell Communities,
L.P., a California limited
partnership
By Century Homes Communities,
a California corporation
Date:
By:
John W. Pavelak
President
(All Signatures Must Be Notarized)
63
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
STATE OF CALIFORNIA
ss
COUNTY OF
On , 2002, before me, the undersigned,
a Notary Public in and for said State, personally appeared
, personally known to me (or proved to
me on the basis of satisfactory evidence) to be the Executive
Director of the Redevelopment Agency of the City of San
Bernardino that executed the within instrument on behalf of said
Agency and acknowledged to me that said instrument was
authorized to be executed pursuant to a duly adopted resolution
of said Agency.
WITNESS my hand and official seal.
Signature:
64
SBEO/0001/DOC/D01-1
11/15/00 200 jrnm
e
e
e
STATE OF CALIFORNIA
ss
COUNTY OF
On , 2002, before me, the undersigned,
a Notary Public in and for said State, personally appeared
, personally known to me (or proved to me on
the basis of satisfactory evidence) to be the General Partner
that executed the within instrument on behalf of Century Crowell
Communities, L.P., a California limited partnership.
WITNESS my hand and official seal.
Signature:
65
58EO/OOOI/DOC/001-l
11/15/00 200 jrnm
e
e
e
EXHIBIT "A"
LEGAL DESCRIPTION
SITE
Exh. "A"
SBEO/OOOl/DOC/001-1
11/15/00 200 jmm
e
e
e
EXHIBIT "B"
AGENCY GRANT DEEDS I AND II
[TO BE SUBMITTED IN A FORM MUTUALLY ACCEPTABLE TO THE AGENCY AND
THE DEVELOPER BY A DATE NO LATER THAN THE END OF THE DEVELOPER'S
DUE DILIGENCE PERIOD]
Exh. "B"
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
EXHIBIT "e"
SCOPE OF DEVELOPMENT
The Site shall be developed as follows: thirty eight (38) single
family detached residential units on the Site. The Site shall
be developed in accordance with this Amendment No.2, but subject
to the requirements of the subdivision map, zoning ordinance of
the City and any variances or modifications therefrom as
approved by the City.
The Developer shall effect the design and construction with
respect to the development of the Site in accordance with the
Schedule of Performance (Exhibit "E") and this Amendment NO.2 as
follows:
The Site will be developed with thirty-eight (38) single family
detached residential units and all necessary landscaping
required by City laws and approvals applicable to the Site shall
be installed.
The development shall be first class, constructed of quality
materials, to City Code, and shall be unified in architectural
theme and treatment throughout the Site and adjacent off-site
areas, insofar as reasonable and practicable.
All improvements to be constructed by the Developer shall be
constructed or installed in accordance with the technical
specifications, standards and practices of the City and all
governing agencies and in accordance with plans and
specifications approved by the City.
The Developer shall cause the
fees paid to all governmental
utili ties, for applications
approvals.
proper documents to be filed and
or regulatory agencies, including
for all required permits and
The Developer shall at its cost and expense undertake and
complete any and all soils, utility and drainage studies, plans
and reports that may be necessary in connection with the
development of the Site and shall provide a copy of said studies
and reports to the Agency. Said studies and reports shall be
completed prior to the issuance of any building permits for the
Site.
Exh. "c" - 1
SBEO/0001/DOC/001-l
11/15/00 200 jmm
e
e
e
Exh. "e" - 2
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
EXHIBIT "D"
SCHEDULE OF PERFORMANCE
(Days shall be calendar days, and all dates herein are subject to change due to force majeure in
accordance with Section 6.05 of the Amendment No.2)
[THIS SCHEDULE OF PERFORMANCE SHALL BE COMPLETED IN A MUTUALLY
ACCEPTABLE FORM BY THE PARTIES BY NO LATER THAN THE END OF THE
DEVELOPER'S DUE DILIGENCE INVESTIGATIONS]
Agency approval of Amendment No.2 January 7, 2002
Close of Escrow
Within 90 days following
Agency Approval of Amendment and
Opening of Escrow
Submittal of plans for
approval
_ weeks from approval of
planning Agreement
Submittal of construction
documents and landscaping
plans
_ weeks from Planning
approval
Start of construction
weeks from issuance
of all permits
Completion of model house
weeks from start of
construction
Completion of Site
weeks from start of
construction
plans
Submittal of construction
documents and landscaping
weeks from
Start of construction
weeks from issuance of
all permits
Exh. "D"
SBEO/0001/DOC/001-l
11/15/00 200 jmm
e
e
e
EXHIBIT "E"
When Recorded, Mail to:
CERTIFICATE OF COMPLETION
We, , Chairperson and
, Secretary of the Redevelopment Agency of the City
of San Bernardino (the "Agency") hereby certify as follows:
By its Resolution No. , adopted and approved
, 2002, the Agency has resolved as follows:
Section 1. The improvements required to be
constructed in accordance with that certain Disposition and
Development Agreement (the "Agreement") dated , by
and between the Agency and , a California
(the "Developer") on Lot No. of Tract
(the "Lot") more fully described in Exhibit "A"
attached hereto and incorporated herein by this reference, have
been completed in accordance with the provisions of said
Agreement.
Section 2. This Certificate of Completion shall
constitute a conclusive determination of satisfaction of the
agreements and covenants contained in the Agreement with respect
to the obligations of the Developer, and its successors and
assigns, to construct and develop the improvements on the Lot,
excluding any normal and customary tenant improvements and minor
building "punch-list" items, and including any and all buildings
and any and all parking, landscaping and related improvements
necessary to support or which meet the requirements applicable
to the building and its use and occupancy on the Lot, whether or
not said improvements are on the Lot or on other property
subject to the Agreement, all as described in the Agreement, and
to otherwise comply with the Developer'S obligations under the
Agreement with respect to the Lot and the dates for the
beginning and completion of construction of improvements thereon
under the Agreement; provided, however, that the Agency may
Exh. "E"
SBEO/0001/DOC/001-1
11/15/00 200 jmm
e
e
e
enforce any covenant surviving this Certificate of Completion in
accordance with the terms and conditions of the Agreement and
the grant deed pursuant to which the property containing the Lot
was conveyed under the Amendment No.2, dated Said
Agreement is an official record of the Agency and a copy of said
Agreement may be inspected in the office of the Secretary of the
Redevelopment Agency of the City of San Bernardino located at
201 North "En Street, Suite 301, San Bernardino, California,
during regular business hours.
Section 3.
Completion pertains is
attached hereto.
The Lot to which this Certificate of
more fully described in Exhibit "A"
DATED AND ISSUED this
day of
, 200 .
Executive Director of the Redevelopment Agency
of the City of San Bernardino
Exh. "E"
SBEO/0001/00C/001-1
11/15/00 200 jmm
e
e
e
EXHIBIT "F"
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
Redevelopment Agency of the City of San Bernardino
201 North "E" Street, Suite 301
San Bernardino, California 92401
Attn: Executive Director
(Space Above Line Reserved For Use By Recorder)
RECORDATION OF THIS INSTRUMENT
. IS EXEMPT FROM ALL FEES AND
TAXES
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
COMMUNITY REDEVELOPMENT HOUSING
AFFORDABILITY COVENANTS AND RESTRICTIONS
Dated as of
, 200
Arrow Vista
Single Family
Housing Improvement Project
NORTHWEST REDEVELOPMENT PROJECT
e
e
e
'----
REDEVEIoOPMEN'r AGDCY OF DE CITY OF SAN BDNARDINO
CQMMONJ:TY REDEVELOPMENT HOOSING
AFFOlmABILITY COVENAN'l'S AND RESTRICTIONS
(Arrow V:isa si.nqle Fam:ily Bous:inq IIIIprovlIIIIent: Project:)
THIS REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
COMMUNITY REDEVELOPMENT HOUSING AFFORDABILITY COVENANTS AND
RESTRICTIONS (the "Section 33334.3 Covenant") is made and entered
into as of , 200 , by and amonc CENTURY-CROWELL,
Communities, LP, i'. California limited partnership - (the De-,eloper"),
the REDEVELOPMENT i'.G<:NCY OF THE CITY OF S;l.N Bt:RNil.RDINC, a body
c=rporate and politic (the "Agency"), and
(t~e "Qua:i..:ied
Hcrnebuyer"), ar~d thi.s Sec-c,:,ol: 33334.3 Ccve:"~a:1C rela.:es co the
fo'low; fac~s s-~ fo~~" in RQri~-ls
_ _ng '- ':_ _....l.. ...--'-=--'
RECITl'.LS
P-.. The Cl1:.:i:iec Rcr:-,e:;t.:.yer pro;:oses t~ acq1.1:.=e a si.r.gle
fa~ily reside~ce (:he "New Hornel'), lcca:ed w:.t~in the Ci:y c: San
Eernardi..nc (t:::.e "C.:..'Cylf) I froer. the Oe're:'c;er, to i::e c'~:".e::. ar:d
occuoied bY the C~alified Eomebuve= as their c=incioal res:.de~ce.
T~e iegal descripcior. of the New Home is a::ac~ec he;e:o as Ex~i=it
"AU and incor;o=a=ed he=ein by this rs~e=ence.
B. The P-.ge:1cy has used and a;::~:'ied ce=~a:.:'.. a.:fordable
housing developme~t f~ncs f=orn the Lcw-a~c Moce=ate-Income Housing
Funds of seve=al diffe=ent redevelo~~er.t p=aject areas, including
t~e State College Redevelopment Project, to make the Ne',; Home
a',ailable for ac::;uisition by the Qualified Homebuyer from the
Developer subject to the terms and conditions of the Community
Redevelopment La~ found at Health and Safety Code Section 33000, et
seq. (the "Jl.ct") and this Section 33334.3 Cove:;,ant: a::c
C, The Act mandates that the acquisition, use and occupancy
of the New Home shall be restricted in certain respects for the
term as provided herein (the "Qualified Residence period") ir, order
to ensure that the New Home will be used and occupied in accordance
with the Act and the affordable single family %esidential dwelling
unit development goals and objectives of the Agency.
SBEO/0001/DOC/3509.2
6/9/99 1130 lmk
1
e
e
e
NOW, 'rEElUlFOR!:, IN CONSm~ION OF THE KtITt7AL COVENANTS AND
ONO~GS SET FOUB IlEREDi, AND FOlt OTBmt GOOD AND VALOABLE
CONSIDERATION, TBE R!:CEIPT AND SUFFICIENCY OF W:S:ICB IS HEllEl3Y
AC:ltNOWLEDGED, TBE QOALIFIED HOHEl3tT!Ell, TBE DEVELOPER AND TBE AGENCY
DO DlU:BY COVENANT AND AGREE FOR THEMSELVES, TBEIR SUCCESSORS AND
ASSIGNS AS FOLLOWS:
Sect~on 1. Def~n~t~ons of Certa~n Terms. As used in t~is
Section 33334.3 Covenant, t~e following words and terms shall have
the meaning as provided in the Recitals or in this Section 1 unless
the specific context of usage of a pa=ticula= word 0= te=:u. may
o~herNise re~ui=e:
Adjusted Family Income. T::: wc:=ds "il.djus":e-:: Fa:7'.":"!.y :::c=::-:e"
m:a~ the a~:icipa:ed t~ta~ a~ncal i~c=me (adjus~e= === fa::-:~~y
s:.ze) c: ea:::: i:'.::i7ic:.:a: c= fan:.2.y :=es.:..c.:.:-.; c= c=ea,:e= as
resic..:..::g i:;. t:tB Ne',.; He::".: as ca~c'..::a :2= i:: a=(:::=::.a:"'.ce w.:.. ::-.
T=easu=y Re~'..:.:'a:.:..or: 1.157(:<: 3c) (3i u::=e= t::e e....._:, as
adjl.ls:e~, 1:=.52= u=or: f~~.:.:": s.:..ze ~ - a::::::==a:".::e .(V.:.... :':-. ::-.e
hc~sc~c_= i::~=we a=jus~~e::: :ac:~=s a=~US:'2= a::c a~e~=== :=:~
t.:..me tc ti::-.e, ;:'.:=:s~a::: \::: Se=:~c:: e c: t::; (J:-.:.:e:::
eo"s'~c "c- c: '~~7 a~ a=e:::::ec.
r::. '- ~..... r". '- _ -.., -, -
c::'-.=-.::.=:
- -- ---
Affordable Housing Cost. T::e words ";'.::crda::2.e H~H':5i:-~C; C;:5:"
sha:l haVE t~; ~ea~.:..ng as s.=.- f~=~h i:: Hea::~ a~d Sa:e:y C=~e
Sec~ion 50052.5. In t~e case of a Mccera:e I~co~= E=~s;~c:~,
t~e A::c==a=le E=~s.:..~g C::5: a~ t~e \:.:..~e 0: \:~e c~=se c: t~e
Ne~ Heme Esc=~w s~all roc: ce less t~a~ tNe:::y eiq~: ~=rc=:::
(28%) of t;~e <;==5S i~c':17.e c: the h=t.:se:-.c~d, I'l.or e:,::ee:: t:-.e
prodcc,= c: t::i=:y-f.:..ve ;:er::e:-:: (3:-%) ti:nes cr.a t:;.:::==e-::: ':e:"'.
perce::t (llO%) c: area me~.:..a~ inc~ffie f~= the city a=jus:e::: f::r
family size as a~::ropri2.':e for the Nsr,.; Ecme. I:: the e7e::t
that either the Qualified Ecmebuyer at the tiffie 0: the c~cse
c: the New Hc~e Es==ow, cr la~e= tha: a pro~cse~ S~ccessor-:::-
Interest may 1:e a "very low incor.".€ househcld" 0= a "10''';;=
income house~old", as these terrn~ a=e define~ in Hea~th a~d
Safe~y Code Section 50053.5(0), the~ i~ such eve~t the a~c~~~
of the maximum P.=fordab:e Eousing Cost paya~le by a:-::,...' s...:ch
Successor-In-Inte=est hcusehold in co~nectio~ w.:..t~ t~e
acquisition of the New Home at any time duri~g the Qualif~ad
Residence perioc shall ca calculated as se~ forth in Eeal~h
and Safety Code 50053.5(b) (1) or (2), as applicable.
Code. The word "Code" mea::s the I~ter~al Reve:1ue Coca of
1986, as ame~ded, and a~y regulation, r~l~~~s 0= ~=ocec~res
with respect thereto.
SE!O/0001/DOC/3509.2
6/9/99 1130 1ml<
2
e
e
e
Oelive:y Date. The words ~Delivery Date" mean the date of
delivery of title and possession of the New Home from the
Developer to the Qualified Homebuyer at the close of the New
Home Escrow.
Moderate-Income Household. The words "Moderate-Income
Household" mean persons and families whose income does not
exceed one hundred and twenty percent (120%) of the area
median income of the City adjusted for family size by the
State Depar'i::nen'i: of Housing and Community Development in
accordance wi th adj ustment factors adooted a:-,d amended from
time to time by the United States Depa~t:nent 0: Housing and
U=ban Develo~nent pursua~t to Section 8 of the United Sta~es
Housing Act 0: 1937, and Health a~d Sa:ety Code Section 50093.
New Home.
T:"'J.e w::rds "Neii ::::::e" mea:"'. a:"'.c re:e=
~~
'-~
-"'0::.
'-.--
c:~~~e~ed a:===ca=:e s~~;~;-::~:~y =es:ce~t:=: cwe:li~g ~_:~
(.:..::,:luc!..:..!"!.~ t:-.-= la:-.d arlc la::cs:a;e i:n;:=Otle::-.e:-.-:s t~e=ecr!.) as
C~r.s"r"c"'Q.,.J -_,.oJ ; ~C::";I' 1c,..; b'. --- C-'I"'OO'::'- --..... c::....~,..; to -.....-
....,. ,-_""", '-__ c,.._ _~__'-_____ y l....':: ': __ _ __ G.._ _.......:....... I....C
Qua:ified Ec~e~~ye=.
New Home Esc=ow. The wor::! "Ne:.; r:(;::'.e Esc=o'..;" rr.ea:'.. a~c!. re:e=
to the real es<:a:e conveyar:.ce t=a::sa=ticr~ or esc=o'..J by a:-'.c
be:Nee~ the Ce/e:=~e= anc the Q~a:i:iec Ec~e=uye= (0= lace=,
by and be:we~~ t~e Quali:ied F.=~s=~!e= a~c t~e Successo=-:~-
In:s::es:.). Tr-.e t=a::s.:e= c: t:-.e Ne;; ;::;ne froi":'l t:-.= De7elc;:e:: to
the Qt.:alifie=. E::::-~ebuye= (0= .La::::, by a:-:.c betwee::. ~:le
Qual.ified Hc-rr\~~1;.:;e= a::.c t::e S:..:.::=s.s~:r-!n-::-.:e=est) shal:.. be
ac::cmplished U~C~ the clcse c: t~; ~ew Heme Esc=owo
Notice of Agency Concurrence. T~,e words "Notice of JI_ge~cy
CCi:curre:-.ce" mea:"'. and re:e= t~ the ack:1~'..Jledg!':i.ent in
recordable fo=~ in which t~e A~e~cy confirms tha~ the prcpcsed
Successor-In-Interest of the Q';=.lEied Homebuye= satis:ies all
of the Adjus~ed Family Income a~d o:her re~~ire~ents of t~is
Section 33334.3 Covenant for occuFa~cy of the New Home by t~e
Successor-In-Interest a~ a~y tiIe during the Qualif~ed
Residence Period.
Qualified Homebuyer. The wores "Qualified HOr:lebuyer" me=.::. t~e
pu.!:chaser 0: the Ne'" Heme fre"" the Develocer (e.g.: all
persons ide:-,tified as having a property ow;ership interest
vested in the New Home as of the close 0: the Ne'" Hcme
Esc.!:ow). At the close 0: the Ne. Heme Esc.!:ew, the Quali:~ed
Homebuyer shall: (i) have a~ a:-.nu=.l Adju5'i:ed Farr.ily Ince:::e
which does r.ot exceed the hct.:se~:.cld inc=.\.\e qua.lifica~iorL
S=~Oi~OC1/CCC/3:09.2
6/9/9; 1130 lmk
3
e
e
e
limits of a Moderate-Income Household: Iii) shall be a first-
time homebuyer, as this term is defined in Health and Safety
Code Section 50068.5; and (iii)pay no more than an Affordable
Housing Cost for the New Home pursuant to the te=s of the
purchase transaction for the New Home, including all sums
payable by the Qualified Homebuyer for its purchase money
mortgage financing, insurance, escrow and other fees and
costs.
Qualified Residence Period. The words "Qualified Residence
Period" mean the period of time beginning on the Delivery Date
and ending or. the date which is ten (10) years a :~e r the
Delive=y Date.
Section 33334.3 Covenant. The wcr:::s "Se=:ic:'. 3::334.3
Cove~a~:" ~ea~ these Redevelocrne~t Ace~cy of t~e Ci=y of Sa~
Berna==:.no CCIro.l'TIt.:::icy Rede~le:o;:rr.e:l:'" EOL:s:.n; F.f:~:-=a=:.!.i~y
Covena~~s a~c Res~=ictior.s by a~c a~o~g t~e C~a:ifie~
Homebuye=, t~= De,e:cpe= and the Aqe~cy ge=ta~~i~; c= t~e Ne~
Earns.
Successor-In-Interest. The wc=ds "S~==e5sc=-:n-!n=e=e~:" mea~
a~d refe::- to t~e ~e=scr., fa~ily 0= r.=~se~cld w~ich ~ay ac~~i=e
the New Heme f=om the Qualified Hc~et~ve= a: any ti~e d~=inc
~'."." Q".:1~f~:::.~ ~=c:~dQ"cQ p:::....~cc. C"I :'.....---c=- - --c: ......""-0;:...........
... _ '-__....____ 1'_..._ _.. _ ___ .. =-....__..::._c, c:..::_:",::,o...'_,._,
t=ans:e= 0= othe=N~se. The Suc=essc=-:n-Inta=es: s~a:l be a
"first-time hcmebuye=H and sha~l ha7e a~ inccrne level fer the
twelve (12) months prior to the date C~ w~ic~ t~e S~ccesscr-
In-Inte=est acqui=as the New Hc~e w~~=~ does no~ ex=eed the
rnaximun Adjus:ed Fa~ily Inco~e lei;: f=r a Mcce=a:e-:~come
Household. Upon acquisition 0: t~e Ne~ Hc~e the S~ccesscr-
In-In~e=est shall be bound by ea~~ cf the c=ve~a~ts,
conditions a~d res~ric~icns of th~s S:~:icn 33334.3 Cove~a~t.
The titles and headings of the sections of this Section
33334.3 Covenant have been inserted for co~venie~ce 0: reference
on~y and are net to be conside=ed a part hereo: a~c shall net in
any way modify or restrict the meaning any of t::e ter::-.s or
provisions hereof.
Section 2. Acknowledaments and Reoresentations of the
Oualified Bomebuver. The Qualified Hcmeb\lyer hereby a=k~=w~ecges
and represents that, as of the Delivery Date:
(a) the total household income for t::e Qualified Ho~eb\lyer
does not exceed the maximum amount per~itted as Adj\lsted faillily
Income for a Moderate-Income Household, ad"usted for faillilv size;
- .
S3EO/0001/OOC/3509.2
6/9/99 1130 lr.lk
4
e
(b) the Qualified Homebuyer intends to promptly occupy the
New Home after the Delivery Date as the principal place of
residence for a term of at least two (2) years following the
Delivery Date and the Qualified Homebuyer has not entered into any
arrangement and has no present intention to rent, sell, transfer
or assign the New Home to any third party during the Qualified
Residence Period so as to frustrate the purpose of this Section
33334.3 Covenant;
(c) the Qualified Homebuyer has no present intention to lease
or rent any room or sublet or rent a portion of the New Heme to ar-y
relative of the Qualified Homebuyer or to any third person at any
time during the Qualified Residence Period;
(d) t'ne sum ~=ya"l" e=ch mc~.;" ;"1 -;.,,, Q,,-1;'''''''; "'e~e"u""-
. 1:-'- --'- -. l j,._.~ ~~ ....._ __c::.__.:......_... ~ .H - 1--
~ollowing the close cf the Nst..; Rome Es=row c:..':l p=:.n::i:a: a:"'.=
1~te=est, proper~y taxes a~d, p=c~e=~y cas~21cy i~s~=a~ce for t~e
acquisition of the New Herne does no: ex=e5~ the A~fc=da~:e Ec~s;.~;
Cost for the housc~c~d;
(e) tte Qua~~fie~ Ecmebuyer a;rees :: ~=ov~ce t~e A;e~cy W~~~
the follow'ir:g i'::::':5 of infor:na:..:..cr. fer i::s~ec:icr;. 1:y t:-.e P-.ge::="!
p~cmptly upon w=i:~e~ re~uest 0: the A~e~cy:
e
(i)
S:a':e and fseera: i~c:~e tax retu=~s filed cy a:~
persons who res:.ce ;... t:tE Nc",'; Home fo= t:-.;
calE~da= year pr:ced~~g t~e close of the New H=~e
Es==cw for ins;ec~ior. c: s~ch S~a~e a~c fede=a~
i~come tax retu=~s;
(ii) C:11:1:e:::: wage, i:1c::me ane salary s'::a'::e:ne:1ts for
all ~e=son residing i~ t~e New Home a: the close
of the New Home Escrow;
(f) The Qualified Homebuyer has bee:: informed by t~e
Developer that this Section 33334.3 Covenant imposes certain
restrictions on the use and occupancy 0: the New Heme during t~e
term of this Section 33334.4 Cove:1an: ane that this Section 33334.3
Covenant imposes ce=ta~n restrictions on the resale of the New Hc~e
during the Qualified Residence Period. The Qualified Homebuyer
ack:1owledges and understands that these restrictions shall be
applicable to the New Home and to any resale of the New Home from
the Delivery Date to the end of the Qualified Residence Period
which is , 201
Dated:
Initials 0:
Qualified Homebuyer
e
S=~O/0001/DOC/3S09.2
6/9/99 1130 lmk
5
e
e
e
Sec~~on 3. Covenan~ of the Oualified Homebuver ~c Maintain
Affor~s~ilirv of ~. New Home Durintt ~e Oua1i~ied Residence Period
and Covenan~ R.1a~ina ~o Sale or ~aftsfer of ~e New Home Ourina
the Oualified Residen~e Period ~o a Suc~essor-~n-In~erest.
(a) The Qualified Homebuyer for itself, its heirs, successors
and assigns, hereby covenants and agrees that during the term of
the Qualified Residence Period the New Home shall be used and,
occupied by the Qualified Homebuyer as its principal residence, and
that the New Home shall be reserved for sale, use and occupancy by
the Qualified Homebuyer and/or for another Moderate-Inc~me
Household as a Successor-!r.-Inte=est at a~ Affo=datle Hcus~n; Ccs~.
The Qualifie~ Home=uye=, for itself, i:5 hei=s, s;.:,ccessc=s a~.c
assigns, fu=~~e= cove~a~ts and ag=ess t~a:, duri~~ the C~a:i:ie~
Reside:1ce Pe=iod, the P-.qe':'.cy shall ha't~ t~e rl.;:-.~ a:-.::. c.,.:::::" as
p=ovi~ed in t~is Sec:io~ 3 to ve=::y t~a: e:c~ ~=c~cs:d S'.:==e====-
I~-I~te=est cf t~e Qualifie= Hcme=~y~= ~~ t~e N=~ E=~e s~~:=f~e5
t~e income re~~~r;~e~~5 a~c Afforda=:e E:~s:~; Cos~ l~~~~:::~~s cf
2 Mccerate-:~c=~e E~use~c:d (tased ~~~~ t~e A=~~s:e= Fa=~:l I~=:~e
of =a=h ho~se;.olcj, a::.= t~a: t:J.e c:i:".;::"e::.cr: 0: a:"~:l =e=a:e or
t=a:-.s:er 0: t::.e Ne'..,' E::r:-.e t-:: a S:..:=:e5=::=-::::-.-:r'.~e=e5: 5:-.2__ C;:
s~bjec~ to t~e ~ec~==a::.=n c: the "Nc:ice cf Age~c:l Ccnc~==e~ce" as
p=c~l.:..ded i:-. Se,::~ic:-. 3 {c.; .
(b) Tte Cua:i=ied Hc~e=uyer, !or i:se:f, its success~rs a~c
ass:g~s, here=y c='le~an:s a~c agrees tha: d~=ir:g c~e te=~ of ~ne
Qua:ifiec Resice~ce Pe=icd the Qualified Ecmebuyer shall ~=~ 5::"1,
t=a:-.s:er or ct~..er'..;:.se c.:..spose of t:-.e Ne','J HOrr'.e (cr a:'.y i:::er:5':
t;;,e=e.:.n) to a S:,;c::esscr-Ir.-::-..':ere5: '''':..t:-,:u: firs: C;:v.:..:-.~ w=:..::;:--.
not.:.ce t::: t::e p.,ge::.cy a:"'.c. w:.:ho\.:: firs: obta:'~_:':1g the w=.:..~:e:"'..
COr.c~=re~ce of the A~e~cy as p=ovidec herein. A: least six~y (6~)
days prior to the date o~ w~ic~ the Qualified Homebuyer prc~cses to
tra:!.sfer title in the New Heme to a Successor-In-Interes':, the
Qualified Homebuye= stall se~d a writte~ notice to the A~e~cy as
provided in Section 17 of the intention of the Qualified Eernebuyer
to sell the Ne~ Heme to a Successor-In-In~erest which includes the
following t~~e a~d correct infor~at.:.o~:
(i) name of the proposed Successor-I::-In:.er;s~
(including the identity of all persons in the
household of the Succe5scr-In-Interest, ~ropcsi~~
to reside in the New Herne) ;
(ii) copies of State a::d feceral incorr:e ta:< re':t:r::s
for the Successor-In-!:1:.~=est for the ca2.e:".=a.=
yea.r preceding the year in whic~ the no~ice of
SEEO/0001/OOC/3509.2
6/9/99 1130 lm~
6
e
intention to sell the New Home is given to the
Agency;
(Hi)
resale price of the New Home payable by the
Successor-In-Interest, including the terms of all
purchase money mortgage financing to be assumed,
provided or obtained by the Successor-In-
Interest, escrow costs and charges, realtor
broker fees a~d all other resale costs or charges
payable by either the Qualified Homebuyer or the
Successor-In-!nte=est:
(iv)
name address, and telephone number of the esc=ow
ccrnF=a~y whic~ s~a2.1 cco=dina':e the t=a:""~sf:= of
t~e New Horne f=crn t~e Q~alified Hcmebuye= t~ t~e
S~==essc=-In-:~~e=est;
(v) a;:::=::~=ia:e rr.:=~g:ge c===it re:e=e::::e f'"'- t::e
S1..:==esscr-!:"~-:n:e==s': w.:..:h a w'=.:.:~e;:
a'..l:::-.c=.:.zatic:1 s:;:-.c:d by t~e Su==esso=-!::-I:,,:.:e=es:
au~:-..c=izing t:1E: ;'.;e~c:! to con~ac: ea=~ s:...:::::
re:e=e::CE: a::~
(-v':')
s~c:-:. c=ne=
re2.s7a:-.:
e
reascr.abl.y
r::..-"cc:-
---:,....---,
in=o=~aticn as t~e Aqe::cy ~aj
a.s p=ov:.c.ed in Se:::~ion 3 :c; .
(c) Within t~e::~y (20) dais f~llcw.:.ng re:::ei~t of the nc:ice
of intentio~ desc=ibe= in Sec~icr. 3ib), t~e A~e~cy sha:~ p=c~~ce
the Qualified ~cmebuye= with e~~~e= a p=slimina=y c~nfi=~atic~ c:
ap9=oval or a pre~i~~~a=y reje=~ic~ 0: a~p=cval i~ w=icin~ 0: t~~
i~corne and househclc cc=upancy ~~a:i:ica~ior.s 0: the Suc=essc=-:~-
Inte~est. The A~e~cy s~all not u~=easor.ably withhold a;p=oval of
any proposed sale 0= t~e New Hems to a Successor-In-Inte=est w~o
sa':isfies the Adjus'::ed Fam.:.ly Incc~e and the Affordable HOL:s':':lg
Cost requirements for occupancy of the New Home and for whom the
other information as described in Section 3(b) has been provided to
the Age:-.cy. In the e,,-ent that the JI.gency may request additional
information relating to the Cor.:i=illa:ion of the matters describe:
in Section 3 (b), the Qualifie:= Eomebuyer shall p=ovide S:1-=~
information to the Agency as promptly as feasible.
(d) Upon its final confir::latic~ of a;:proval of the JI.djL:s':e::
Family Income and Affordable HOL:sing Cost eligibility of the
Successor-In-Interest to acquire the Ne'N Home, the Age:-,cy shall
deliver a written acknowledgment a~d approval of the resale ef the
New Home to the Successor-In-Interest in recordable ferm to the
escrow holder referenced in Sec::.ion 3(b) (iv) above, and thereafter
e
52;0/0001/00C/3509.2
6/9/99 1130 1mk
7
e
e
e
the Successor-In-Interest may acquire the New Home subjec: to the
satisfac:ion of the following conditions:
(i) the recordation of the Notice 0 f Agency
Concurrence executed by the Successor-In-!nterest
and the Agency at the close of the resale escrow;
{iil the escrow holder shall have provided the Agency
with a copy of the c::s:cmary for::! cf the final
escrow closing state:nent of the Qt:alified
Hcmeb~ye~ a~d the fina: esc=ow closing s:a~e~ent
fo:' t~e Suc=esso=-In-:~te=es:; a~c
(iii)
the c~he= ccr:.c:.::.or.s
es:a=:ishe~ by the
S~c==ssc~-:~-I~::=;s:
of the resale es==='.~' as
Cualif:.ed Es~==~!== a~d.
5~a:l have =ee~ sa::.s::.ed.
(ei Tne Qua.:.:.::..e::. ECrils=llye= f-== :":5e:':, ; ~== 5:.:==255::=5 a::c
as::.:.g:"'_s he=e:;v C::~/'e::a:-_:.s a:-.d a;==:s _.._... c:.:=.:..::c t~: C'.:a:i:.:..ed
Res.:.de:"'.::e Pe=:..cc. t:-~e r-ie....; Hc~.e .5:-.=.':'2. nc: ;:e lease'::, 5:..:=:"e2.5=::', c=
r----..- ... ....n~......: r'\e--o~ e.{---- ~o'" - ---- ...-...... .....--;oc. (-...- ......
:.._;..... ,-0 any ,I.. __-: :" ~.;, hI . -==:.- ... - :: '-':"':-,0...::_;: :'~-- _"\""- '--
ex::e= 12 mo~~~s) ~~ t~: eve~t c: a~ e~::;e~c! c: c~~:= ~~:~=see~
c::=u~s:a~ce as may be ex~ress~y a;;:ove=:~ w=i::~; Cj :~e A;a~cy
s~b~e=: to co~clia~ce d~=inc t~e te==c=a=j~' ren:al ce=:cd w:=~ t~e
... . ..... .
ra:sc~:=le te~~o=a=y r=~tal cc=~;a~cy c:~c~::c~s r=~~~=e= ty t~e
A;e~cy. T~e Quali=iec Ecmeb~ye= sta~l S~=~~: a w:~:~=~ re~~=s= t~
the A~e~cy p:ic: t= t~e c~rr~e~ce~e~: of :~e te~;c=a=j oc=~~=~=y, as
prac=ica.::1e, but in a-:.: eve~: \<.I'i.:::.:..:: :-'.::' me!'e t:-;a.:1 (6:: cays
fc' '0'." t' co ---c"'---~ o~ - t---c-_. ~ C - ,---c'. -- ---
__ . w_:lg ne . ~..:=.. ,-...':.~~ ~. ~ ':..,~ --:.=! re:;.~al c_.....:--c::...:!.....,.: '-:~;
Ne~ Ec~e by a t~~=~ pa==y, w~~=~ r.c::ce s~::~ sa: fc=:~ c~e q==Ur.C5
e~ wt~c~ the Qua::fie= E~me=uye= tel~e~es a.~ e~e=;e~=y c: c:he:
u~:or=seen circun~:ance has ccc~==ed a~= t~a~ a te~~c:a=y =e~:al
occupa~cy in necessary.
Section 4. Maintenance Condition of the New Home.
Qua.lified Homsbuye=, fo= itself, its suc=esso~s a~c assig~s,
CC7e~a~~s a~d agrees t~at:
The
he=eby
(a) The exte=io~ a=eas 0: tte Ne~ E~~e w~~c~ a=e s~=~e=~ to
public view (e.g.: all improve~e~ts, pai~~g, walk~ays, la.~ds=a;~ng,
a:'.c c=:1amentation) shall be ma~nta~nec. i~ geed re;:ai:- a:-:d a nea':,
clean and orderly condition, ordinary ~ear and tear ex=e~~e=. In
the e~/ent that ~;.. any time cering t~e term 0: the Qt.:a:i:ied
Residence Period, there is an occurrence c: an adve=se cor-di~icn on
a:-.y a!:ea of the New f.ome which is s'~=ject to public vie.... in
cc~~ravention of t~e ge~e=al rna~~tena:'.ce s:a~ca== descr~bec a=ove,
(a "lv!a~ntenance Deficie:lcy") then the P..~e;Lcy s:::.ll not~fy th:
5=2:/000:/OCC/3509.2
6/9/99 1130 lmk
8
e
e
e
Qualified Homebuyer in writing of the Maintenance Deficiency and
give the Qualified Homebuyer thirty (30) days from the date of such
notice to cure the Maintenance Deficiency as identified in the
notice. The words "Maintenance Deficiency" include without
limitation the following inadequate or non-confi=ing property
maintenance conditions and/or breaches of single family dwelling
residential property use restrictions:
failure to properly maintain the windows, structural
elements, and painted exterior surface areas of the
dwelling unit in a clean and presentable manner;
failure to keep the front a!1.d side yard areas of the
prc~e=~y f=ee of ac:::u.mula~;c debris, a~5=:'ia::.ces,
l.'no~e~~~'o mct-r ve~;ciQ~ or rr:c-~~ vchiC'o ~-_-c or froc
. ~ __.....__ . -'_ _ _ ___ .. '_...... _.._.:.._ :--c::..:..'-_t - ----
of s~cra=e of lurrber, buildi~c ilia~eriais cr eG.~~_=~e~~ net
- --
reg~la=ly i~ use on the ~=ope=:y;
fa.:.2.u.:e t::: re;ula.:ly mcl.... la:..,..:":' a.:eas 0': ~e=:n.:.. ~ grasses
pla:-.ced i:1 l='..;:,~ areas t~ e:(=eec nine i:-.c::.es (9") i:1
he~;~c, cr failure to Ot~e=N.:.se rnai~~a.:.~ t~e la~~sca;i~~
i~ a reasc~a=_e c~nditio~ fre: cf wed a~= cee.:.:.;;
pa.::.c:":1C; c: a:-.y COr:'!7le.:c:.a_ U'.c:cr vehicle i:1 e:<::ess of
7,000 pcu~ds ~=oss wei~~: a~YN~e=e 0:1 t~e p=o~s=~y, C~
t:-..e pa=~ing c:: rr.cto:: ve::icles, boa:5, ca:npe= sr:ells,
tra~le=s, rec=eatior.al ve~icles a~d the like i~ a~y side
ya== c= C~ a~y ot~e= par~s of t~e pro~e=ty wh~c~ a=E not
covered by a paved and i~?er~e:~le surface;
the use of t~e garage area c: the dwe~ling c:"'.i'C for
p~=~oses other than the pa=ki~g of motor vehicles and the
stc=age of pe=sonal possessions and mecha~ical e~uipment
of persons residing in the New Home.
In the e7ent t~e Qualified Homebuye= fails to cu=e or commence
to cure the ~ai!1.tenance De:icie~cy within the time allowed, the
Agency may thereafter conduct a pClblic hearing following
t~a~smittal of written notice thereof to the Qualified Eomebuyer
te!1. (10) days prior to the scheduled date of such public hearing in
orde= to verify whether a Maintenance De:iciency exists and whether
the Qualified Homebuyer has failed to cCwply with the provision of
this Section 4 (a). If, upon the conclusion of a public hearing,
the Agency makes a finding that a Maint:~ance Deficiency exists and
that the=e appears to be non-comp:iance with the ge!1.eral
maintenance.. standard, as described abo'l:, thereafter the Age:'lcy
shall have the right to enter the New Home (exterior areas only)
and perform all acts necessary to cure the Maintenance De:iciency,
S5.C/0001/00C/350;.2
6/9199 1130 1m.
9
e
e
e
or to take other action at law or equity the Agency may then have
to accomplish the abatement of the Maintenance Deficiency. Any sum
expended by the Agency for the abatement of a Maintenance
Deficiency as authorized by this Section 4(a) shall become a lien
on the New Home. If the amount of the lien is not paid wi thin
thirty (30) days after written demand for payment by the Agency to
the Qualified Homebuyer, the Agency shall have the right to enforce
the lien in the manner as provided in Section 4(c).
(b) Graffiti which is visible from any public righc-of-way
whic~ is adjacent or contiguous to the New Home shall be removed by
the Qualified Hcmebuyer from any exterior surface of a structure or
im~rovement on the New Home by either painting over t~e e7ide~ce of
such vandalis~ wi~h a paint which has bes~ color-matc~ed to t~e
surface on wr..ic::. the pa~nt is c!:J=lied., or cra:fi<:i ma'! be r:::'~cve-:.
... .. ..
w:.th solve~ts, de:.er;e:-:ts or water as a;:;:=o;:riate. Ir:. t::e e"le:".~
t~a': graffic:. is place~ on the New Eome (ex':erior ar::s c~:y; a~=
s:..lc:;, c....a=fi ~~ is vis~=:~ from a::. ad~ace:-.~ 0"" c~n~~=UC1..:S c'..:.l:l.:.::
...- - --- .. - ... ..
r;c~- 0= f--' --~ t'-,::....-=:_=- s"c:" c""-'::';-'; ;c:: n~. r--,.....-,...: W"---.'" ,"
_~..'_- ~-'Nd.Y c...... ..__=__'-_';" ...... ...-=--';"-'_. -- ....1.. ;~.,.... .,;.... -'....._-" ...
h'""'''''''s f'1 ,''''c t'"'e t';~J::. 0= ~..s a--'';,...--;.....P'''' ---e- in c"c'" e.........- --,..
.........._ o...._Cw:..~... "l. _..~'- ':".l.. ~:-~__C,__""~_I '-.l .. _l. __" I:..... c:..._
w:t~o~: notice t= t~= Cua~ified Ec~sbuys=, t~e Ag=~cy s~a~: ha~;
t;",e righr: to e:-_~e= t~e Ne'ti He::lE c,.l.I,.." rS:i".CVE t::e g=a::.:..'::..
Noc~:t~scanding a~y p=vv:sion cf Se~~icn 4(a) to t~e c~n:=a=y, a~j
S~~ ex~e~dec by t~e A;e~cy for t~e rs~cva: c: g=a:fir:i f==~ t::e Ne~
Home as autnc=izec by this Secticn 4{b) s~all becc~e a lie~ C~ t::~
New Heme. If the a~cu~t of the lie~ is nee paid w:.:h:.~ t~:=:y (30)
days a:'Ce= w=itt~~. ce::1c.:ld for t:ayment by the p._~e~cy tc t~e
Qua:i:ied Hcme~~ye=, the Agency s~a~~ have t~e rigtt t~ e~:~==e i:s
lie~ in the manner as provided in Sec~io~ 4(c).
(c) T'ne p--~'eo h---.o fu-~'"'e- m..~.,-'l', u-c'e-C--.,,,, a-c' -c---
c:..-._':' _ ..c_';... _...j. _ h.....l..U:::...:.._:: .. __...:::..."- .. c:.._:;
that the ric;h':s confe==ed upon t~e ~.ge:';.cy under this Secci.::r:. 4
ex~=essly include the power to escablish and enforce a lie:'!. c=
other encumb=a~.ce a~ainst the New P.cme i:l the ma::ne= p=o~j'i.cied.
unde~ Civil Code Sections 2924, 2924b and 2924c in the a~ount as
reasonably necessary to restore t~e New Home to the mainte~ance
sta::da=d required u:!.c.er Section 4 (a) or' Sectior. 4 (b), i:"lcludi.:"~g
attorneys fees and costs of the Agency associated w~tn the
aba~e~ent of the Mainte~a~ce De:iciency or removal 0: g=a:fiti. a::d
the collection of the costs of the Agency in conneccion wich suc~
action. In any legal proceeding for enforcing such a lien agains~
the New Home, the prevailing path shall be entitled to recover its
attorneys' fees and costs of suit. The provisions of this Secticn
4, shall be a covenant running with the land for the Qualified
Residence Period and shall be' enforceable by the Jl.gency in its
discretion, cumulative with any other rights or powers granted by
the Agency under applicable law. Nothing in the foregoi~~
p~ovisions of this Section 4 shall be dee~ed to precluc:e the
sa~O/0001/DOC/3509.2
6/9/99 1130 l:nk
10
e
e
e
Qualified Homebuyer from making any alterations, additions, or
other changes to any structure or improvement or landscaping on the
New Home, provided that such changes comply with the zoning and
development regulations of the City and other applicable law.
Section S.
[RESERVED/NO TEXT]
Section 6.
[RESERVED/NO TEXTl
Section 7.
Aaencv Riaht of
Foreclosure of
First Refusal.
Purchase Monev Mortaaae Loan and
(a) Dt.:.=inc; t:-.e Q~a!..:fi;c Res:'::;:,:::: Pe=:.cc -::-.: .:'.;e:"'.cj s::a_~
ha"re the rJ..g~: (ot.:: roc\: tr..e co:'.:..;a::...:::) ::; ti.= C:"'. t:-.e t=:~==:-.ase c:
a~v mortaace lca~ 1':;:: sec~red tv t~s Ne~ Eo~e a: t~e t.:..~e C: 2::_'1
_ _ J -
t=~s:ee foreclos~=e sa~e or a~y juc.:..c:.a: :~=ec:os~=e sa~e.
(b) DL:.=ing t:-.e Q1..la!.ifiec P.es:.::e::ce Po:.=.:..oc. 'C:-~e .~_;,e::cy 5::22.1
r.'.a.";::; t'ne r"c"- o~ S:~ .....=:- ro~uc::.=~ .0 ..~,....-...-c:- <>--.:=, 1\'-" ~_....- ;-0- .......-
"_ L _.....1,.. _ ....___ _ _.:.. ___ 1,..' :-____..c::._,= t...._ l.:::"" "-'0"= .:.._ ~.. t....':::
Qua:ified HCffieb~ye= C~ the sa~e te=~s w::.:..c~ tne Qt.:a:i::.ec E=~e=uye=
may propose to 0::== the New Eom: fo= :;::5a2..: t~ c. S:..:ccess-I:-:-
In~==es:. T~e Age~cy mus~ exe=cise s~c~ a r~~~: c: f~=s~ ~::~sa:
wit;-.in thir~y (30) days follcr,..'~ng w=i-:~e:"'. noti:ica~ic:-. c: t::e
in~--tio 0': t'no Ql'_c; -F";o,-J HcI""'!Q;....'.v-- ~O ...---11 ......c 1\'_" t;.....-- a-"': ~ =
_. I..:::..L _ r. ~ .. _ _c._____.... ..._.......~ c_ '- ....;;::::__ 1...1_ L'jC'" .."",....0:::., ~.......:..-
the Agency accepts the offe= in w=i~::-:g wi~tin s~c~ ti~e ~e=icc t~e
P-.gency shall be bO~:"..d to ccrr.p:'e~e t~e F'.l=c~ase c: t~e Ne....i E::::-.e
s-:=ictly in acco==a:-:ce wit~ t~e c::e=. T~==ea::e= L~e A;=~cy s~a:l
pay the "resale E=!:ice" to the Qua:i:ied Ecr.-.ebuye= c.:;.c close a:".
esc'!"'ow for t'no t"-nc::=o", o~ tn' 0 N=." r..::C"'~ .0 tn' e 'c=-.....'r w.:-....;"'" c::;x.'/
_ ~ _ _c::.. ...___ .... _ _/II r:. .;~_ I.. r'..-'.'-1 -'-..-'. --. -.:
(60) days followi~g w=itten nctifica:ic~ cf t~e i~:e~:ic~ of t~e
Qualified Honebuye= to resell the Ne~ Ho~se.
Section 8. Covenants to Run With the Land. T~e Develc~e=,
the p..gency 2:"ld the Qualified HCr7'.e~tlye= he=eb:l ce=!.a=e the=-=
specific intent that the ccvena~ts, rese=vations a~d res~rictic~s
set forth herein a=e pa=t of a co~~cr. pla~ for the de~e2..o~~e:-:~ c:
affordable s~ngle fa~ily housing irn~=ovements in the S~at; College
Redevelopment proj ect and that each shall be de~~1led cove::an~s
running with the land and shall pass to and be binding u~cn the New
Home and each Successor-In-Inte=es: of the QL:alified EC2e=~ye= in
the New Home for the term p=ovided in Sec:ion 10. The Qualified
Homebuyer hereby e:q,ressly assumes the duty a:-.d ocliga:icr:. to
perform each of the covenants and to hcno= each of the rese=va:icns
and restrictions set fo=th in this Section 33334.3 Covena~:. Eac~
saEO/0001/DCC/3:J9.2
6/9/99 1130 lmk
11
e
e
e
and every contract, deed or other instrument hereafter executed
covering or conveying the New Heme er any interest therein shall
conclusively be held te have been executed, delivered and accepted
subject to such covenants, reservations, and restrictions,
regardless of whether such covenants, reservations and restrictions
are set forth in such contract, deed or other instrument.
Section 9. Surden and Senefit. The Developer, the Agency and
the Qualified Hemebuyer hereby declare their ur:dersta:lding and
intent that the b~rden of the c=venants set forth herei:l to~ch and
conce=n t~e lane in that the Qualif~ed Hcmebuye='s legal inte=est
i:: the New Hotr.e is affected by t:ts a::ordable s~r.c;2.e fa:r'.ily
d~elli~g use anc cc=~pa~cy cove~a~~s he=e~~ce~. The Aqe~cy a~c t~e
C~a:~fied Hcme~~ve= he=ebv fu=t~e= decla=e t~ei= u~de=s:a~cinc a~d
. . .
i~:e~~ that. the be~efit of suc~ cove~a~:s tcuc~ a~d cc~ce=n t~e
la~~ cy e~ha~ci~; a~c i~c=easi~~ t~e e~jcy~e~: a~c ~se c: c~e ~eN
~--- h"/ t~e i~---~-~ t:~~Q~iC~~-~~c e~ C~._~ c~ve~-~~- r:__.a__~~ra-__~-_-..._.
.........: -~ .. _.~...:..'-;.- _.._-- ------ - --...... ..... ...:..._':;, - .
a~c =es~rict~c~s, a~d by f~rth;r~~g t~~ ~~=~ic ;~r~~s:s f~= w~~ch
~c~eys from t~e Lcw-a~c Macera:: !~=c~e f.=~s~n9 :~~= c: c~e S~~~e
Cc::e~e Rede7e:~~~=~t P=ojec~ w~=e use~ a~c a9~lie~ =y t~e Age~cy
~.. c=:.e= to rr.a:-:e c:':.e Ne',; He::".: a7a':"':'=..:_e fo: a.c~'..:.:..s:.~.:..er. a::::
t: . ,.. .. ~. e' H .
cc=~~a~cy y t~e ~~a.~~_~_c . c~e=~!e:.
Section 10. Te~. This Se~::ci. 3333~.3 Ccve~a~: s~a:l a;~:y
t: t~e New Heme a::= the Qua~~:ie:. Ec~e=~ye: a~c t= ea=~ 5~c=ess==-
I:'.-:::~e=es~ as c: t:-.e Deli7e:y Ca:e fer t.::.e Q1..:a2.i:ie:: F.e.5ide~ce
Pe:icc -- e.g.: t~is Sec~ic~ 33334.3 Ccve::a.::t s~a:l re~a.i~ in f~ll
fcrce a::d e::e~~ fc: ~=~ (:0) years a::e: the De~ive:y Da:e. A::y
p:ovis~on 0= sec:io~ he:ecf, may ce te:~i~ated aft.s: the Delive:y
Da~e u;on a~:ee~e::: by the A~e::=y a::~ ~he Qualified Eome=uyer (cr
the S~ccesscr-I~-Inte=est in the N:~ Ecne;,~: the=e s~a~l ha7e
1:ee:". prov.:..ded to t:-~e jl.C'e~cv a:-: cci::icr. 0: sceci.a~ lecal. cOI.:!'".sel.
_ 4 _ _ _
tha~ s~ch a te=~i.~a:icn under t~: te:~s a~d conditicr.s a~~=ovec by
t~e Agency in i~s reasonable dis~re~ic~ will net ad,e=se~y affect
the Agency or the i~vestment cf Low-a~d Moderate-Income Hous~ng
Funds of the Agency in the New Heme.
Section 11.
Sreach and Default and Enforcement.
(a) Failure or delay by t~e Qualified Homebuyer to honer or
perfor:n any material term or provisior. ef this Section 33334.3
Cove~a~t shall constitute a breach unde~ this Agree~e~t; provi=ed
hewe7er, that if the Qualified H=~ebuyer commences to cure, correct
er remedy the a~leged breach within thirty (30) calendar days after
the cate of w=i~te:1 notice s::eci:vinc such breach a::.d s::=~~
d~ 1 ~-Q...tly com-le~e sue" cure C:"r...e.-:;e; cr rePT"-....I~/ t"e f"',.-1; :~~,..I
___,=,_.~ ~:-_ __ .~ __, .....____'-_~. ...0:::1..0..,.. \,t'-c::._______
Hcne=~yer shall not be deemed to be in default he=e~:lder.
SEEO/QCC:/DOC/J509.2
6/S/99 EJO llllk
12
e
e
e
The Agency shall give the Qualified Homebuyer written notice
of breach specifying the alleged breach which if uncured by the
Qualified Homebuyer within thirty (30) calendar days, shall be
deemed to be an e'Tent of default. Delay in giving such notice
shall not constitute a waiver of any breach or event of default nor
shall it change the time of breach or event of default; provided,
however, the Agency shall not exercise any remedy for an event of
default hereunder without first delivering the written notice of
breach as specified in this Section 11.
Except with respect to rights and remedies expressly declared
to be exclusive in this Section 33334.3 Covenant, the rights a:1C
r;~edies of the A~ency are cumulative wi~~ any other righc or power
0: the Agency or t~e Cicy or ocher a~?licable la~, a~d the exercise
0: one or mer: of s~c~ rig~ts or rs~eci:s shall nc~ p=ecl~=e t~e
eO,--; b t' c 71. c-cy -.. the C::'::"I'Ie c~ c': .=.:.=.:....-..,... ti cc; 0': -"''1 o....'-c-
..=_c_se y :1_ l"'_<;__. c:._. __..41 _ _____c..I.. _:n__, J.. a.... 1....__
r~gt~ 0= re~edy fer t~e same c=ea=~ or e7e~t of de:a~~t.
I:1 t:te e~/e~'C tha: a b=s=-=h c: t::~ Qualifie-= Home=:uyer :!'.ay
r;~ain i~cu==ed for mere than c~i=:y (3C: cale~da= cays fO:~Chi~g
w:-:~~en notice, as f==oviced a:::ovs, a:l e-:e:"!.: 0: de:at:l.:: sha:'l cs
ce~~e= to hale cc=~==e=. I~ a=c~~~:~ tc ~~e rsmec~a: p==vis~=~s c:
Se~~ior. 4 as re~a~;~ t~ a Mai~:e~a~ce Cs:~c~ency a~ t~e New Ec~e,
u~~~ the occur==~=e of a~y e7ent cf d;:a~l~ the A;ency shall ce
e~:itled to saek a~y a;;rcpriate re=ecy or damages by i~itia~i~g
1e;al p=oceecings as fO~LOWS:
(i) 1:y ma:'.camus or c~::e= s',::,:, ac:ior. or proceeci:-..g
a~ 1a..... or i~ e-.:::.:i:y, ~o require the Qua2.ifie-=
E:;me=t.:.yer to !==r:c=::-, its o:Cliga:ions a:1c
cove~a~cs he=eu~ce=, cr enjoin 2:1Y acts or t~i~gs
w:-.ich may be u:::..a....;:~.:. or in violation c: t;"e
rights of the Age~cy; cr
(ii)
by other action a: law or in
or convenie::t to e~:orce
covenants 2:1ci a;ree:':".e:1ts
Eomebuyer to the A;e~cy.
ecui~v as necessarY
. - .
the obligatio~s,
0= the Qualified
(b) No th~rd par~y shall have a~y r~ght or pcwer to e~rcrce
a~y provision of this Section 33334.3 Covenant on behalf of the
Age:1cy or to compel the Agency to e:1force any provision of t~is
Section 33334.3 Covenant against the Qualified Homebuyer on t~e New
Home.
Section 12. Governina Law. This Section 33334.3 Co'.-e!":a~t
shall be governed by the laws of the State of California.
SE."1000l/OCC/3509.2
6/9/99 1130 lmk
13
e
e
e
S.~~on 13. a~enAm."~. This Section 33334.3 Covenant may be
amended after the Delivery Date only by a written instrument
executed by the Qualified Homebuyer (or the Successor-In-Interest,
as applicable) and by the Agency. The Developer shall have not any
right or power to approve any such amendment to this .Section
33334.3 Covenant, and the execution by the Developer of any such
amendment after the delivery date shall not be required.
Sec~on 14. Attornev's Fees. In the even: that the Agency
brings an action to enforce any condition or cO'lenant,
representation or warranty in this Section 33334.3 Covenant or
other.Hise arising out of this Section 33334.3 Covenant, the
prevailing party in suc~ action shall be e~titlec to reccve= f=orn
the ether party reasonable attorneys' fees to be fixed by t~e c=~=t
in which a judgme~t is ente=ed, as we:l as the cos~s of s~c~ s~i:.
Section 15. Severabilitv. If a~y pr=visior. 0: this Section
33334.3 C07e~a~t sha~l be declared i~valic, i~c~e=a~i,e or
une~:orce~c:e by a fina: jud~ille~: or de==e~ 0: a c=~=~ c: co~;e~s~~
ju=isdic~io~ suc~ i~valicity 0= u~e~:~==ea=ili~y cf s~c~ ~=cvisi~~
s~all not a==ec:: ene re!naining pa=:s 0: this 5e==.:.0:,. 33334.3
Cove---- w....:c.... --:=. ;..e-eb\y. dc=.....'a...c..... c." t"-.::. ~=__~_io__c: ~:. t:-_- _o:e':le==.=_'o_
..C.1"\'" 1._.1 c,__ ~... - --- --- : --_:-_ - --
from any other pa=~ wt~c~ is fou~c by a c~~rt to te i~7a:ic 0=
une:-.fo:.-ceable.
Section 16. Time is of the Essence.
this Sec:ic~ 33334.3 Covena~t wh~ch s:a~es
time wi.. t~i!"_ w:-.ic~ t~e require!'n.e~:s therec:
ti~e sha:l ce dee~e= to be of t~e eS3~~C:.
For ea=~ Fr~v~s~o~ of
a s~ec.:..=~= a~o~~: of
are to te sa~is:i=if
Section 17. Notice. A~y not:ce re~~i=ec to be g~ve~ unce=
this Section 33334.3 Cove~ant shall t:e give~ by the Age~cy 0= by
the Qualified Homebuye=, as applicable, t:y pe=scnal delivery or by
First Class United Sta~es mail at the addresses s?e~ified below or
at such other add=ess as may be specified in writi~g t:y the pa=ties
hereto:
If to the Agency:
Execut~ve Director
Redeve~Qpme~t Age~cy of t~e
City of Sa~ Be:.-nardino
201 Nor:h "E" Stree:, Suite 301
San Bernardino, CA 9240:
Phone: (9091 384-5061
S2EC/0001/DCC/3:09.2
6/9/;; 1130 l::lk
14
e
e
e
If to the
Qualified Homebuyer:
Attn:
Phone:
Notice shall be deemed given five (5) calendar days after the date
of mailing to the party, or, if personally delivered, when rece~ved
by the Executive Director of the Agency 0= the Qualified Homebuyer,
as applicable.
SEEO/OOO:/COC/3509.2
6/9/99 U30 lmk
15
e
e
e
IN WITNESS WHEREOF, the Developer, the Qualified Homebuyer and
the Agency have caused this Section 33334.3 Covenant to be signed,
acknowledged and attested on their behalf by duly authorized
representatives in counterpart original copies which shall upon
execution by all of the parties be deemed to be one original
document. The recordation of this Section 33334.3 Covenant is
authorized under Health and Safety Code Section 33334.3(g).
QUpLIFIED HOME3UYER
Dated:
By:
By:
D2:'/~:C=::?
Ce~:~=y-C~cwell CCh~u~~~ies, L?
a Ca:~:o=~ia lim~t:d pa=~~;=s~~~
r..:-.::,..... .
OJ____.
8y:
~.G::::-jC'~
Re~e/e~opme~t Age~cy 0= t~s City
0: S~~ 2e=n~rdino
D.="'c~.
8y:
Chai= of the Co~muni~y
Development Corr~ission
By:
Executive Directo~
(ALL SIGNATURES MUST BE NOTARIZED]
A~~=oved as to For~:
8y:
Agency Counsel
55.0/0001/00C/3509.2
6/9/99 1130 lmk
16
CITY OF SAN BERNARDINO
Interoffice Memorandum
CITY CLERK'S OFFICE
Records and Information Management (RIM) Program
DATE:
January 15,2002
TO:
Stephanie Jefferson, Secretary
FROM:
Michelle Taylor, Senior Secretary
RE:
Transmitting Documents for Signature - Resolution CDC/2002-4
At the Mayor and Common Council/Community Development Commission meeting of January
7, 2002, the City of San Bernardino adopted Resolution CDC/2002-4 - Resolution approving
and authorizing the Agency Chairperson, or its designee, to execute an amendment
("Amendment No, 2'') to that certain disposition and development agreement dated July 19,
1999, and subsequently amended on December 4, 2000, by and between the Redevelopment
Agency and Century Cromwell Communities, LP - Development of 38 parcels located within the
Northwest Redevelopment Project Area (See Companion Resolution 2002-17).
Please obtain signatures in the appropriate locations and return the original agreement to the City
Clerk's Office as soon as possible, to my attention.
If you have any questions, please do not hesitate to contact me at ext. 3206. Thank you.
Michelle Taylor
Senior Secretary
Signe
Please sign and return
Date:
"
CITY OF SAN BERNARDINO
Interoffice Memorandum
CITY CLERK'S OFFICE
Records and Information Management (RIM) Program
DATE:
February 25, 2002
TO:
Stephanie Jefferson, Secretary
FROM:
Michelle Taylor, Senior Secretary
RE:
Resolution CDC/2002-4 - Amendment No.2, Century Cromwell Communities
Our office has not received the executed Amendment No.2 to the Disposition and Development
Agreement by and between the Redevelopment Agency and Century Cromwell Communities,
LP (development of 38 parcels located within the Northwest Redevelopment Project Area),
which was approved at the Mayor and Common Council/Community Development Commission
meeting held on January 7,2002.
Please forward the executed agreement to the City Clerk's office, to my attention; otherwise,
please submit a memo detailing its status.
Note: The resolution and agreement will be null and void ifnot executed by March 8, 2002.
If you have any questions, please call me at ext. 3206.
Taylor Mi
From:
Sent:
To:
Subject:
Stephanie Jefferson [sjefferson@sbrda.org]
Wednesday, February 27,2002 11 :29 AM
taylor _ m i@ci.san-bernardino.ca.us
Resolution CDC/2002-4-Amendment No.2, Century Cromwell Communities
Yes I am aware that it has not been fully executed yet. We are in the
process of getting those today and will be forward to you probably by the
end of this week, early next week. It will be before March 8th. If you
have any questions, please call me.
1
r'
I ...
.,
d.
** FOR OFFICE USE ONL Y - NOT A PUBLIC DOCliME:'iT * k
RESOLUTION AGENDA ITEM TRACKING FORM
Meeting Date (Date Adopted): i -") -02.. Item # 12- '2./) A Resolution =___.CfFj_.?:Q:J2- ::::L____
Vote: Ayes 1-'1 Navs.e Abstain 0 Absem &
~ -~~-----~-~_.-
Change to motion to amend original documents: ~ C -H1\()h C$ Ie A6~ 13\'1 - __6~__JZ.ffia._sDJc-=~~_
Reso. # On Attachments: ~ Contract term: -
Note on Resolution of Attachment stored separately: ...::::-_
Direct City Clerk to (circle I): PUBLISH. POST. RECORD W/COUNTY
NullNoid After_~QA:'i,lj.3.-8'-0;)'
By: _________. __
Date Sent to Mayor: \-(j -D;l
Date of Mayor's Signature: \ -,(',-0 :;l-
Date of ClerklCDC Signature: hCl- 0;).
Reso. Log Updar.:d
.--
Seal Impressed: __.
Date Memo/Letter Sent for Signature; 1-\5-0.:2
60 Day Reminder Letter Sent o~y: :J--;;s - 0;).
90 Day Reminder Letter Sent on 45th day:
See Attached: y'
See Attached:r"
See Attached;
Date Returned: tJl /Jf
$ crx'.!JOOJ-(0.
i
l;.;
Request for Council Action & Staff Report Attached; Ves..L No By
Updated Prior Resolutions (Other Than Below); Ves No~ By
Updated CITV Personnel Folders (6413, 6429. 6433,10584,10585,12634): Ves No -L. By
Updated CDC Personnel Folders (5557): Yes NOjr By
Updated Traffic Folders (3985, 8234,655,92-389): Ves No Bv
Copies Distributed to:
City Attorney
Parks & Rec.
Code Compliance
Dev. Services
EDA
/
Finance
MIS
Police Public Services
Water
Others:
Notes:
BEFORE FILING, REVIEW FORM TO ENSURE ANV NOTATIONS MADE HERE ARE TRANSFERRED TO THE
YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.)
Ready to File: 1ltL..
Date::'5-I-o/
Revised 0 1112/0 I
L
** FOR OFFICE USE ONL Y - NOT A PUBLIC DOCliME'<T *"
RESOLUTION AGENDA ITEM TRACKING FORM
Meeting Date (Date Adopted): ,- '1-02 Item # t:.. '2- 'lE,
Vote: Ayes 1-'\ Nays k7
Change to motion to amend original documents:\LUO cl\O'1'JECi 'TO
Abstain -G-
Resolution "__2<::92=Jl_______
Absent -B-
-~-~~----
-I'6l2_=", t'>\T
-~ cCX:: !<:Cl::lC-i
,
Reso. # On Attachments: -==- Contract term: -
Note on Resolution of Attachment stored separately: ~_
Direct City Clerk to (circle I): PUBLISH. POST. RECORD W"COliNTY
NullNoid Aner: -
By: _.=___
Date Sent to Mayor: \ -0 -O;;L
Date of Mayor's Signature: l-\O--();;J
Date of Clerk/CDC Signature: \ -\ 0 '-0;;)-
Reso. Log Updated
....--
Seal Impressed: ___~___~..___
o e Memo/Letter Sent for Signature:
60 Day Remin er Oth day:
90 Day Reminder Letter Sent on 45tb day:
See Attached:
See Attached:
See Attached:
Date Returned: -
Request for Council Action & Staff Report Attached: Yes L
Updated Prior Resolutions (Other Than Below): Yes
Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Yes
Updated CDC Personnel Folders (5557): Yes
Updated Traffic Folders (3985,8234,655,92-389): Yes
No By
No -L... By
No -L By
No I By
No!
Copies Distributed to:
City Attorney /
Parks & Rec.
Code Compliance
Dev. Services
EDA
,./
Finance
MIS
Police Public Services
Water
Others:
Notes:
BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE
YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.)
Ready to File: Ill'\". Date: 1- is -OJ..
Revised 01112/01