HomeMy WebLinkAboutCDC/2009-23
(COMPANION RESOLUTION 2009-142)
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RESOLUTION NO. CDC/2009-23
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION
OF THE CITY OF SAN BERNARDINO APPROVING AND
AUTHORIZING THE INTERIM EXECUTIVE DIRECTOR OF THE
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
("AGENCY") TO EXECUTE THE 2009 AFFORDABLE SENIOR CITIZEN
RENTAL HOUSING LOW AND MODERATE INCOME HOUSING FUNDS
GRANT DISPOSITION AND DEVELOPMENT AGREEMENT BY AND
BETWEEN THE AGENCY AND TELACU HOUSING SAN
BERNARDINO V, INC. (AFFORDABLE SENIOR CITIZEN RENTAL
HOUSING DEVELOPMENT CENTRAL CITY NORTH
REDEVELOPMENT PROJECT AREA)
WHEREAS, the Redevelopment Agency of the City of San Bernardino ("Agency") is a
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WHEREAS, the Agency owns vacant properties located on the northwest comer of "G" and
12 4th Streets (APN's: 0134-093-19, 20, 43 and portions of 45, collectively "Property"); and
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WHEREAS, the Agency acquired, demolished and relocated tenants from the Property
14 using low and moderate income housing tax increment set-aside funds in the amount of $4.56
15 million; and
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WHEREAS, the Agency proposes to transfer the Property to TELACU Housing-San
17 Bernardino V, Inc., a California non-profit public benefit corporation (the "Developer") in
18 accordance with the terms and conditions of the "2009 Affordable Senior Citizen Rental Housing
19 Low and Moderate Income Housing Funds Grant Disposition and Development Agreement (the
20 "2009 Low and Moderate Income Housing Funds Grant Agreement"); and
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WHEREAS, the Developer shall develop and improve the Property as may hereafter be
22 transferred by the Agency to the Developer pursuant to the 2009 Low and Moderate Income
23 Housing Funds Grant Agreement with 75-unit affordable senior citizen rental housing, using the
24 design and improvement standards which are consistent with City Conditional Use Permit No. 08-
25 30, approved by the Planning Commission on February 18,2009; and
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WHEREAS, the Developer shall pay the Agency the sum of $1.2 million for the Property
27 which shall then be granted to the Developer to pay a portion of the $1.36 million required in
28 City's developer impact and permit fees; and
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1 WHEREAS, the Developer has the background, expenence and financial capability to
2 develop the Project and has received the approval of the U.S Department of Housing and Urban
3 Development ("HUD"), Section 202 Capital Advance Grant in the amount of $10,735,700 for the
4 construction of the Project; and
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WHEREAS, it had been determined that the environmental review of the 2009 Low and
6 Moderate Income Housing Funds Grant Agreement with regards to the disposition and development
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of Agency Property is a "categorically exempt project" for the reasons indicated in the Agency Staff
8 Report. No potentially adverse environmental effects are anticipated to be associated with the
9 redevelopment of the Project; and
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WHEREAS, the Agency has prepared and published a notice of joint public hearing in The
San Bernardino County Sun newspaper on May 18, 2009, and again on May 25, 2009, regarding the
consideration and disposition of the Property to the Developer; and
WHEREAS, pursuant to Health and Safety Code Section 33433(c), the Agency may transfer
the Property to the Developer subject to the Mayor and Common Council of the City of San
Bernardino ("Council") and the Community Development Commission of the City of San
Bernardino ("Commission") adopting a Resolution authorizing the Agency to transfer the Property
in light of the findings set forth herein, pursuant to Health and Safety Code Section 33433; and
WHEREAS, the Agency has prepared a Summary Report that describes the salient points of
the 2009 Low and Moderate Income Housing Funds Grant Agreement and identifies the cost to the
Agency of the disposition and development of the Property.
NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION OF THE
CITY OF SAN BERNARDINO DOES HEREBY RESOLVE, DETERMINE AND ORDER, AS
FOLLOWS:
Section 1.
The Recitals of this Resolution are true and correct.
Section 2.
On June I, 2009, the Community Development Commission of the City of
San Bernardino ("Commission") conducted a full and fair joint public hearing with the Mayor and
Common Council of the City of San Bernardino ("Council"), and considered the written Agency
staff report relating to the 2009 Low and Moderate Income Housing Funds Grant Agreement, the
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1 Summary Report and the testimony submitted relating to the disposition and redevelopment of the
2 Property by the Developer pursuant to the terms and conditions of the 2009 Low and Moderate
3 Income Housing Funds Grant Agreement. The minutes of the City Clerk for the June 1,2009, joint
4 public hearing of the Commission and the Council shall include a record of all communication and
5 testimony submitted to the Commission and the Council at the joint public hearing by interested
6 persons relating to the Summary Report, the Project and the approval of the 2009 Low and
7 Moderate Income Housing Funds Grant Agreement.
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Section 3.
This Resolution is adopted in order to satisfY the provisions of Health and
9 Safety Code Section 33433 as those provisions relate to the disposition of the Property by the
10 Agency to the Developer on the terms and conditions set forth in the 2009 Low and Moderate
11 Income Housing Funds Grant Agreement. The Commission hereby finds and determines as
12 follows:
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(i)
The Summary Report contains the information described in Health and Safety Code
Section 33433(a) (2) (B);
(ii)
The disposition and redevelopment of the Property by the Developer in accordance
with the 2009 Low and Moderate Income Housing Funds Grant Agreement is
consistent with the affordable housing supply preservation and expansion programs
of the Agency Housing Implementation Plan;
19 (iii) The terms and conditions of the 2009 Low and Moderate Income Housing Funds
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Grant Agreement contain assurances that the Developer will redevelop the Property
which is planned to be transfer at no cost to the Developer;
(iv) As required by Health and Safety Code Section 33433(b)(2), the disposition and
redevelopment of the Property by the Developer in accordance with the 2009 Low
and Moderate Income Housing Funds Grant Agreement is not less than the fair reuse
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value at the use as affordable senior housing and with the covenants and conditions
and development costs authorized by said Agreement; and
(iv) The disposition of the Property to the Developer on the terms set forth in the 2009
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Low and Moderate Income Housing Funds Grant Agreement shall assist in the
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elimination of conditions of blight on the Property and in the Central City North
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Section 4.
4 of the approval of the 2009 Low and Moderate Income Housing Funds Grant Agreement and the
Redevelopment Project Area.
The Commission hereby finds and determines that the environmental review
5 redevelopment activities contemplated thereunder is a "categorically exempt project" for the reasons
6 indicated in the Agency Staff Report. No potentially adverse environmental effects are anticipated
7 to be associated with the redevelopment of the Property, and accordingly based upon its own
8 independent review of the information provided to the Commission regarding the Property; the
9 Commission hereby authorizes the filing of a Notice of Exemption under CEQA relating to the
10 Project.
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Section 5.
The Commission hereby receives and approves the Summary Report and the
12 2009 Low and Moderate Income Housing Funds Grant Agreement in the form as submitted at this
13 joint public hearing.
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Section 6.
The Commission hereby approves the disposition of the Property by the
15 Agency to the Developer on the terms set forth in the 2009 Low and Moderate Income Housing
16 Funds Grant Agreement and hereby authorizes the Interim Executive Director of the Agency to
17 execute the Agreement on behalf of the Agency and the Interim Executive Director of the Agency is
18 hereby authorized to make minor corrections, additions, clarifications, interpretations to the
19 Agreement, provided said changes are not substantive in nature, do not increase the monetary
20 impact to the Agency and are consented to by the Agency Counsel.
This Resolution shall take effect upon its adoption and execution.
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CDC/2009-23
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION
OF THE CITY OF SAN BERNARDINO APPROVING AND
AUTHORIZING THE INTERIM EXECUTIVE DIRECTOR OF THE
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
("AGENCY") TO EXECUTE THE 2009 AFFORDABLE SENIOR CITIZEN
RENTAL HOUSING LOW AND MODERATE INCOME HOUSING FUNDS
GRANT DISPOSITION AND DEVELOPMENT AGREEMENT BY AND
BETWEEN THE AGENCY AND TELACU HOUSING SAN
BERNARDINO V, INC. (AFFORDABLE SENIOR CITIZEN RENTAL
HOUSING DEVELOPMENT CENTRAL CITY NORTH
REDEVELOPMENT PROJECT AREA)
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community
9 Development Commission of the City of San Bernardino at a j oint regular
meeting
10 thereof, held on the 1st day of June ,2009, by the following vote to wit:
11 Commission Members: Aves Navs Abstain Absent
12 ESTRADA X
13 BAXTER ---1L
BRINKER X
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SHORETT X
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KELLEY X
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JOHNSON ---1L
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MC CAMMACK X
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21 The foregoing Resolution is hereby approved this
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26 Approved as to Form:
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By: \ ~
28 Agency ou I
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~';:?[$:2
Secretary
.J!...
11'" day of June
,2009.
.
<<) ,. ".,
Pat'c J. orris, rson
mmunity Development Commission
of the City of San Bernardino
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2009
AFFORDABLE SENIOR CITIZEN RENTAL
HOUSING LOW AND MODERATE INCOME HOUSING FUNDS
GRANT DISPOSITION AND DEVELOPMENT
AGREEMENT
By and Between
Redevelopment Agency of the
City of San Bernardino, California
(Agency)
And
TELACU Housing - San Bernardino V, Inc.
A California Non-Profit Public Benefit Corporation
(Developer)
Central City North
Redevelopment Project Area
CDC/2009-23
2009
AFFORDABLE SENIOR CITIZEN RENTAL HOUSING LOW AND MODERATE
INCOME HOUSING FUNDS GRANT DISPOSITION AND DEVELOPMENT
AGREEMENT
This 2009 Affordable Senior Citizen Rental Housing Low and Moderate Income Housing
Funds Grant Disposition and Development Agreement (the "Agreement") is dated as of
_' 2009, by and between the Redevelopment Agency of the City of San
Bernardino, a public body, corporate and politic (the "Agency"), and TELACU Housing - San
Bernardino V, Inc., a California non-profit public benefit corporation (the "Developer"). This
Agreement is entered into with respect to certain facts presented in these Recitals:
--RECITALS--
(a) The Agency owns the vacant parcel of land located at 708 West 4th Street, San
Bernardino, California 92410 (APNs: 0134-093-19, 20, 43 and portions of45), as
more specifically described in Exhibit "A", attached hereto and incorporated
herein by reference (the "Property"). The Agency, pursuant to the terms of this
Agreement plans to convey and transfer fee simple title to the Property to the
Developer to enable the Developer to construct and to develop the Project (as
defined in Recital (c) below), pursuant to the terms, covenants and conditions of
this Agreement; and
(b) The Developer desires to construct and to operate a Senior Housing complex
consisting of seventy-four (74) one (I)-bedroom affordable senior housing units
and one (I) two (2)-bedroom manager's unit on the Property described above (the
"Project"); and
(c) The Project is entitled, 'TELACU Hacienda" and is designated as Project No.
143-EE068-WAH-NP; and
(d) The Project proposed shall be constructed on the Property (the "Site"). The legal
description for the Site is depicted and described on Exhibit "A", attached hereto
and incorporated herein by this reference; and
(e) The Developer has obtained approval from the United States Department of
Housing and Urban Development ("HUD") for Section 202 Capital Advance
Program Funding for the Project in the approximate amount ofTen Million Seven
Hundred Thirty-Five Thousand Seven Hundred Dollars ($10,735,700.00) and the
Developer will enter into the HUD Capital Advance Documents (as hereinafter
defined) with HUD at the time of the initial HUD closing; and
(f) The Agency is willing to grant to the Developer the Agency Affordable Housing
Grant (the "Agency Affordable Housing Grant"), subject to the terms, covenants
and conditions of this Agreement; and
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(g) The Agency is participation in the Project is limited to the amounts set forth in
this Agreement; and
(h) The Developer is responsible for the construction of the said Project at its sole
expense, from the funding sources described above, and from any other funding
source available to it for that purpose; and
(i) The Agency has determined that development of the Site pursuant to this
Agreement and the fulfillment generally of the Agreement are in the vital and best
interest of the City and of the Agency.
NOW, THEREFORE, IN CONSIDERATION OF THE RECITALS SET FORTH
ABOVE AND THE MUTUAL PROMISES AND COVENANTS SET FORTH HEREIN, THE
AGENCY AND THE DEVELOPER HEREBY AGREE AS FOLLOWS:
1. Definitions.
In addition to the meaning ascribed to certain words and phrases as set forth in the
Recitals of this Agreement, other words and phrases shall have the meaning described below:
1.1. Agency Affordable Housing Grant. The term "Agency Affordable Housing
Grant" refers to a sum not to exceed One Million Two Hundred Thousand Dollars
($1,200,000.00) which the Developer shall use to pay for the development impact fees and any
other goverrunental agency required fees in connection with the construction and the
development by the Developer of the Project at the Site (collectively, the "Impact Fees"), as
provided in Section 4.9.
1.2. Agency Grant Deed. The term "Agency Grant Deed" shall mean that certain
grant deed by which the Agency shall convey and transfer the Property to the Developer in
substantially the form attached hereto as Exhibit "D".
1.3. Agency Regulatory Agreement. The term "Agency Regulatory Agreement"
shall mean that certain Agency Regulatory Agreement and Affordable Senior Citizen Residential
Housing Development Declaration of Restrictive Covenants affecting this Site and the Project by
and between the Developer and the Agency in the form attached hereto as Exhibit "F".
1.4. Certificate of Completion. The term "Certificate of Completion" shall mean that
certain Certificate of Completion, attached hereto as Exhibit "B".
1.5. City. The term "City" shall mean the City of San Bernardino, a charter city,
having its offices at 300 North "D" Street, San Bernardino, California 92418.
1.6. Closing/Closing Date/Close of Escrow. The terms "Closing", "Closing Date"
and "Close of Escrow" shaH mean the date on which the conditions for the completion of the
performance of the duties of the parties have been satisfied and the Agency Grant Deed and the
Agency Regulatory Agreement are filed for record in the Office of the County Recorder of San
Bernardino County, California. The Closing shall occur on or before the date provided in the
Schedule of Performance, attached hereto as (Exhibit "C").
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1.7. Escrow. The term "Escrow" shall mean the land transfer and construction
financing transaction account by and among the Developer, the Agency, and the escrow
department of the Title Company. For the purpose of this Agreement, the parties hereby
designate the escrow department of the Title Company to serve as the "Escrow Agent".
1.8. Hazardous Substances. The term "Hazardous Substances" shall mean (i) any
hazardous or toxic substance or material including petroleum, petroleum-based products,
asbestos and asbestos containing materials (ACM) and lead-based paint (LBP), or waste which is
or becomes regulated by any local govermnental authority, the State of California or the United
States Govermnent and/or (ii) any substance or material identified by the United States
Govermnent, the State of California or any local govermnental authority as hazardous or toxic
and which is included on any list of such substances published by any such govermnental entity.
1.9. HUD. The term "HUD" shall mean the United States Department of Housing and
Urban Development.
1.10 HUD Capital Advance Documents. The term "HUD Capital Advance
Documents" shall mean the various documents by and between HUD and the Developer which
evidence the terms and conditions of the HUD Section 202 Grant to the Developer for the
Project. The HUD Capital Advance Documents include, without limitation, the HUD note, the
HUD regulatory agreement, the HUD deed of trust, the HUD use agreement, the HUD UCC-1
Financing Statement, the HUD Capital Advance Agreement and the HUD Project Rental
Assistance Contract.
1.11. HUD Section 202 Grant. The term "HUD Section 202 Grant" shall mean that
certain grant of funds in the approximate amount of Ten Million Seven Hundred Thirty-Five
Thousand Seven Hundred Dollars ($10,735,700.00), to be made by HUD to the Developer for
the acquisition of the Property and improvement of the Project pursuant to that certain
Notification of Selection for Section 202 Fund Reservation for Project No. 143-EE068-WAH-
NP, dated October 31, 2007. The HUD Section 202 Grant is sometimes referred to herein as the
"HUD Capital Advance".
1.12. Low-Income Senior Citizen Household. The term "Low-Income Senior Citizen
Household" shall refer to a Senior Citizen Household which has the household income
characteristics of a "low-income family" as set forth at 42 United States Code Section 1437a(b)
and 24 California Code of Regulation Section 6914.
1.13. Project. The term "Project" shall mean all of the work of investigation, design,
construction, improvement, modification, and financing necessary in order for the Developer to
acquire the Site and to construct and to place in service thereon the affordable senior citizen
rental housing project consisting of seventy-four (74) one (I)-bedroom rental units reserved for
occupancy by Senior Citizen Households and one (I) unit with two (2)-bedrooms reserved for
occupancy by on-site management personnel. The Project also includes all related landscaping,
driveways, utilities, and any improvements which may be required by the City on the Site or
within the public rights-of-way adjacent to the Site. The functional elements of the Project are
more particularly described in the Scope of Development attached hereto as Exhibit "E" (the
"Scope of Development").
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1.14. Redevelopment Plan. The term "Redevelopment Plan" shall mean the
Redevelopment Plan for the Central City North Redevelopment Project. A copy of the
Redevelopment Plan is on file in the Office of the City Clerk of the City. The Redevelopment
Plan is incorporated herein by this reference as though fully set forth herein.
1.15. Schedule of Performance. The term "Schedule of Performance" shall mean that
certain Schedule of Performance attached hereto as Exhibit "C".
1.16. Senior Citizen Household. The term "Senior Citizen Household" shall mean and
refer to a person or family eligible to occupy a rental dwelling unit at the Project under the HUD
Capital Advance Documents and the Agency Grant Deed, at the time of initial occupancy of the
rental dwelling unit:
(i) a person(s) sixty-two (62) years of age or older; and, if applicable.
(ii) provided at least one (1) member of the family is sixty-two (62) years of age or
older, a "qualified permanent resident", as this term is defined in California Civil
Code Section 51.3(b)(2) and (3). The occupancy of each unit shall be limited to a
maximum of two (2) senior citizens at any time.
During the term of the HUD Capital Advance Documents compliance by the Developer
with such documents will be deemed compliance with the definition set forth in this Section 1.16
and in Section 1.12.
1.17. Site. The term "Site" shall mean that certain unimproved real property located
within the Project Area in the City of San Bernardino, County of San Bernardino, State of
California, consisting of 1.71 acres ofland (more or less) and more particularly described in the
legal description, attached hereto as Exhibit "A".
1.18. Title Company. The term "Title Company" shall mean First American Title
Company or such other title company mutually agreeable to the Agency and to the Developer.
2. Purpose of the Agreement.
The purpose of this Agreement is to effectuate the Redevelopment Plan by acquiring and
improving the Site as well as to assist in providing affordable rental housing which is reserved
for occupancy by Senior Citizen Households and by Low-Income Senior Citizen Households.
The redevelopment of the Project on the Site and the fulfillment generally of this Agreement are
in the best interests of the City and the welfare of its residents and are in accordance with the
public purposes and provisions of the applicable federal, state, and local laws and regulations
under which the Project has been undertaken and is being assisted.
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3. Disposition of the Property and Escrow.
3.1. Transfer ofthe Property. Subject to the satisfaction of the terms and conditions
of this Agreement, the Developer hereby agrees to accept from the Agency and the Agency
agrees to transfer to the Developer the Property on the terms hereinafter set forth.
(a) Sale and Purchase. In accordance with and subject to the terms and conditions
of this Agreement, the Agency agrees to sell to the Developer and the Developer agrees to
purchase from the Agency the Property for a purchase price in the amount of One Million Two
Hundred Thousand Dollars ($1,200,000.00) (the "Purchase Price"). At the Closing, the Escrow
Agent shall credit Twenty Thousand Dollars ($20,000.00) toward the Purchase Price
representing a Purchase Option payment made by the East Los Angeles Community Union
("TELACU") pursuant to that certain Purchase Option Agreement (the "Purchase Option"),
dated as of April 21, 2008, by and between TELACU and the Agency.
(b) Assignment by and Release of TELACU Regarding the Purchase Option.
Upon the execution of this Agreement by and between the Developer and the Agency, TELACU
shall have assigned all of its rights, title and interest in and to the Purchase Option to the
Developer to permit the Developer to purchase the Property and TELACU shall be released from
any further obligation or liability under said Purchase Option. Upon the execution of this
Agreement by and between the Developer and the Agency, the Developer and the Agency agree
that this Agreement shall supersede the Purchase Option.
(c) Possession of the Property. The Agency warrants to the Developer and agrees
that possession of the Property shall be delivered by the Agency to the Developer at the Close of
Escrow free of any third party possessory rights subject to those possessory rights, if any,
identified in the preliminary title report and/or in the Title Policy in connection with the Property
which has been approved by the Developer.
3.2. Escrow. The Developer and the Agency hereby agree to establish the Escrow for
the transfer of the Property from the Agency to the Developer. The Developer and the Agency
shall cause the Escrow to be opened within sixty (60) calendar days following the full execution
of this Agreement. This Agreement shall constitute the joint escrow instructions of the Agency
and the Developer, and a duplicate original of this Agreement shall be delivered to the Escrow
Agent and the Escrow shall be deemed to be opened when the Escrow Agent has received a fully
executed copy of this Agreement and assigned its escrow account transaction identification to
this Agreement. The Escrow Agent is empowered to act under these instructions. The Agency
and the Developer shall cooperate with the Escrow Agent and promptly prepare, execute, and
deliver to the Escrow Agent such additional escrow instructions consistent with the terms herein
as shall be reasonably necessary. No provision of any additional escrow instructions shall
modifY this Agreement and in the event of any conflict between the provisions of this Agreement
and such additional escrow instructions, the provisions of this Agreement shall prevail.
3.3. Conditions to Closing.
(a) The obligation of the Developer to accept title to the Property and to Close the
Escrow shall be contingent upon the satisfaction, or waiver by the Developer, of each and all of
the following conditions (collectively, the "Developer Conditions") by the dates set forth herein:
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(i) the Agency has deposited into Escrow a certificate (the "FIRPTA
Certificate") in such form as may be required by the Internal Revenue Service pursuant to
Section 1445 of the Internal Revenue Code and a California Form 590-RE (the
"Residency Certificate"), pursuant to Section 18805 of the California Revenue and
Taxation Code;
(ii) HUD has issued its "Firm Commitment" to the Developer for the Project
as provided in 24 CFR Part 850 and the Developer has approved the terms thereof;
(iii) the Agency has prepared and the Developer has approved a legal
description of the Property which shall be attached to the Agency Grant Deed when
delivered to the Escrow Agent;
(iv) the Developer has accepted the condition of the Property as provided in
Section 3.8;
(v) the Developer has obtained all necessary approvals from governmental
agencies with jurisdiction over the Project for the issuance of all permits and other
entitlements for the construction of the Project, subject only to the submission of the final
plans and the payment of the applicable permit fees and public capital improvement
charges;
(vi) the Title Company has confirmed that it shall issue a CLTA Owner's
policy of title insurance for the Property in a form acceptable to the Developer;
(vii) the Agency has executed and delivered to the Escrow Agent in recordable
form the Agency Grant Deed, the Agency Regulatory Agreement and all other documents
required under this Agreement in recordable form;
(viii) the HUD use agreement, the HUD regulatory agreement, the HUD deed of
trust and other recordable documents required by HUD (the "HUD Recording
Documents") have been delivered to the Escrow Agent in recordable form, and the
Developer has received and the Escrow Agent has confirmed that the proceeds of the
HUD Section 202 Grant are immediately available to the order and account of the
Developer in an amount sufficient to fund the Escrow, if applicable, together with all
other payments and disbursements approved by HUD to be made at the time of the
Closing; and
(ix) the Agency has deposited with the Escrow Agent the full amount of the
Agency Affordable Housing Grant Funds which funds shall be disbursed by the Escrow
Agent on the Closing Date to pay the Impact Fees. The Agency Affordable Housing
Grant Funds are to be disbursed to pay for the Impact Fees before funds under the HUD
Capital Advance are disbursed in connection with the construction and the development
of the Project; and
Any waiver of the satisfaction of the foregoing conditions by the Developer must be
expressed and in writing. In the event that the foregoing conditions have not been satisfied
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within the time provided in the Schedule of Performance but not in all events by a date not later
than thirty (30) calendar days after written request from the Developer, or in the event that the
Agency may be in default, the Developer may terminate this Agreement by delivering a written
notice in accordance with Section 3.10, subject to any cure rights provided therein. From time-
to-time, during the period when the Escrow is open, the Agency may send written notices to the
Developer which reference this Section 3.3(a), and within ten (10) calendar days following the
receipt of such a notice the Developer shall provide the Agency with a suitably detailed written
report which describes the action, if any, which the Developer believes may be necessary in
order for any of the Developer Conditions to the Closing be satisfied.
(b) The obligation of the Agency to transfer the Property to the Developer and to
Close the Escrow shall be contingent upon the satisfaction, or waiver by the Agency, of each of
the following conditions (collectively, the "Agency Conditions") by the date set forth herein:
(i) the Developer has provided the Agency with the information set forth in
Section 3.7, and the Firm Commitment from HUD for the HUD Section 202 Capital
Grant remains in full force and effect without material modification or change, and such
other commitments as necessary to finance the acquisition of the Property and
development of the Project or otherwise provided the Agency with financial statements or
loan commitments which evidence the Developer's capability to accept title to the
Property and to acquire the Property and to develop the Project, remain in full force and
effect without material modification or change;
(ii) the Developer has delivered its written notice of acceptance of the
condition of the Property to the Agency as provided in Section 3.8;
(iii) the Developer has not made or attempted to make a Transfer in violation
of Section 4.3 and no default by the Developer exists under this Agreement;
(iv) the Developer has deposited into Escrow and executed in recordable form
the certificate of acceptance of the Agency Grant Deed, the Agency Regulatory
Agreement and the other documents required under this Agreement and has delivered to
the Escrow Agent any other funds required to pay costs of the Developer to be paid at the
time of Closing;
(v) the Developer has accepted the condition of the Property and shall have
timely performed each and every other obligation of the Developer hereunder;
(vi) the Developer has submitted the final building plans for the Project for
approval by the Agency as provided in Section 4.1 below and the Agency has approved
such final building plans; and
(vii) the Developer has obtained all other necessary govermnental approvals for
the issuance of all permits and other entitlement for the construction of the Project,
subject only to the submission of final plans and the payment of the applicable permit
fees and public capital improvement charges.
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Any waiver of the satisfaction of the foregoing conditions by the Agency must be
expressed and in writing. In the event that the foregoing conditions have not been satisfied
within the time provided in the Schedule of Performance, or in the event that the Developer may
be in default, the Agency may terminate this Agreement by delivering a written notice in
accordance with Section 3.10, subject to any cure rights provided therein. From time-to-time,
during the period when the Escrow is open the Developer may send written notices to the
Agency which reference to this Section 3.3(b), and within ten (10) calendar days following the
receipt of such notice the Agency shall provide the Developer with a suitably detailed written
report which describes the action, if any, which the Agency believes is necessary in order for any
of the foregoing Agency Conditions to the Closing be satisfied.
3.4. Tax Reporting and Miscellaneous Matters. Prior to the Closing, the Developer
and the Agency shall execute and deliver a certificate (the "Taxpayer 10 Certificate") in such
form as may be required by the IRS pursuant to Section 6045 of the Internal Revenue Code, or
the regulations issued pursuant thereto, certifying as to the description of the Property, date of
Closing, gross price, if any, and taxpayer identification number for the Developer and the
Agency. Prior to the Closing, the Developer and the Agency shall cause to be delivered to the
Escrow Agent such other items, instruments and documents, agreements and monies and the
parties shall take such further actions, as may be necessary or desirable in order to complete the
Close of Escrow.
3.5. Escrow Procedures and Conveyance of the Property.
(a) The Closing shall occur upon satisfaction of the Developer Conditions and the
Agency Conditions as applicable; provided, however, that notwithstanding any other provision
of the Schedule of Performance or Section 7.5 to the contrary, in the event that the Closing has
not occurred by a date not later than on or before September 30, 2009, for any reason, then after
such date, either party who is not then in default may give its written notice of termination of the
Escrow which references this Section 3.5(a), whereupon, this Agreement shall terminate and the
Escrow shall be canceled. The Escrow Agent shall return any instruments, documents,
agreements and/or funds then in its possession to the party who delivered such instruments,
documents and/or funds, and each party shall pay one-half(Yi) of the Escrow Agent's reasonable
cancellation charges, if any. Upon the payment of such Escrow cancellation charges, the parties
shall be mutually released from any further liability hereunder. The final date for the Closing
may be extended by the mutual written agreement of the parties.
(b) Within ten (10) calendar days prior to the estimated time of the Closing, the
Escrow Agent shall advise the Agency and the Developer in writing of the approximate amount
of the fees, charges, and other costs necessary to Close the Escrow, and of any instruments,
documents and/or agreements which have not been provided by said party and which must be
deposited in Escrow to permit the Closing.
(c) On or before the third business day preceding the Closing Date, the Agency shall
tender the Agency Affordable Housing Grant in immediately available funds to the Escrow
Agent, if requested by the Developer under Section 4.9, and the Agency shall execute,
acknowledge and deposit into Escrow: (i) the Agency Grant Deed; (il) the Agency Regulatory
Agreement; and (iii) the FIRPT A Certificate.
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(d) On or before the Closing, the Developer shall execute and acknowledge, as may
be required and deposit into Escrow: (i) the acceptance of the Agency Grant Deed; (ii) as
required by HUD, the HUD Recording Documents; (iii) other security documents of a lender
approved by the Agency pursuant to Section 3.7, if any; (iv) the Agency Regulatory Agreement;
and (vi) payment to the Escrow Agent of the Developer's share of costs, if any, as determined by
the Escrow Agent pursuant to Section 3.9.
(e) Upon the completion by the Agency and by the Developer of the deliveries and
actions specified in these escrow instructions the Escrow Agent shall be authorized to pay any
documentary transfer taxes and recording fees, if required by law, and thereafter cause to be
recorded in the appropriate records of San Bernardino County, California, the Agency Grant
Deed, the HUD Deed of Trust, the HUD Regulatory Agreement, the HUD Use Agreement, the
Agency Regulatory Agreement and the other instruments, documents and/or agreements
delivered or exchanged by the parties through this Escrow. Concurrent with recordation, the
Escrow Agent shall deliver the Title Policy to the Developer. Following recordation, the Escrow
Agent shall deliver copies of said instruments to the Developer and to the Agency (including,
without limitation, the delivery to the Agency of a complete set of the final and fully executed
copies of the HUD Capital Advance Documents) and provide the parties with copies of the final
Escrow closing statement of each party. In addition, after deducting any sums specified in this
Agreement, the Escrow Agent shall disburse funds to the party entitled thereto.
3.6. Title Matters.
(a) At Closing, the Agency shall convey fee title to the Property to the Developer
subject only to: (i) the HUD Use Agreement, the HUD Deed of Trust, the HUD Regulatory
Agreement and the HUD UCC-I Financing Statement; (il) the Senior Citizen Household use
restriction as set forth in the Agency Grant Deed; (iii) the other covenants, conditions and
restrictions set forth in the Agency Grant Deed; (iv) the Agency Regulatory Agreement; (v) non-
delinquent real property taxes and assessments; (vi) utility easements; (vii) public street
easements; (viii) applicable zoning and development regulation of the City as affects the
Property; and (ix) covenants, conditions, and restrictions, easements, and other encumbrances
and title exceptions approved by the Developer under Section 3.6(b) or otherwise created or
consented to by the Developer and acceptable to HUD under the terms of the HUD Capital
Advance Documents (collectively, the "Permitted Exceptions").
(b) Within fifteen (15) calendar days after the Escrow is deemed opened, the Agency
shall deliver to the Developer a preliminary title report for the Property issued by the Title
Company, dated as of the opening of Escrow, together with copies of all title exception/matters
referenced therein. Within thirty (30) calendar days following its receipt of the preliminary title
report, the Developer shall deliver to the Agency written notice specifYing in detail any
exception (other than those exceptions specifically listed in Section 3.6(a)) disapproved and the
reason thereof. Within fifteen (15) calendar days following its receipt of such written notice
from the Developer, the Agency shall deliver written notice to the Developer as to whether the
Agency will or will not cause the disapproved exceptions to be removed or to be endorsed with
endorsements providing the Developer with reasonable assurance with respect to the disapproved
exceptions. If the Agency elects not to cure the disapproved exceptions, the Developer may
terminate this Agreement, without any liability of the Agency to the Developer by giving notice
which references this Section 3.6(b) and the parties shall be mutually released from any further
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duty or responsibility. If the Agency so elects to cure the disapproved exceptions, the Agency
shall do so on or before the Closing.
(c) Upon the Closing, the Title Company shall furnish the Developer with a CL T A
owner's policy of title insurance insuring the Developer's fee interest in the Property subject only
to the Permitted Exceptions (the "Title Policy"). The Agency acknowledges that the Permitted
Exceptions and the Title Policy must also be in a form acceptable to HUD under the HUD
Capital Advance Documents. The Agency shall pay the premium charged by the Title Company
for the issuance of the Title Policy. The Developer shall be responsible for obtaining and paying
for the cost of any title policy insuring the interest of HUD or any other interested person in the
Property and/or the Project.
3.7. Developer Financing.
(a) Within the time set forth in the Schedule of Performance, the Developer shall
submit to the Interim Executive Director of the Agency (the "Interim Executive Director") for
approval evidence reasonably satisfactory to the Interim Executive Director that the Developer
has the financial capability necessary for the development of the Project and operation of the
Senior Citizen Household rental housing facility following its completion, pursuant to this
Agreement. Such evidence of financial capability shall include all of the following:
(i) reliable cost estimates for the Developer's total cost of acquiring the
Property and developing the Project (including both hard and soft costs);
(ii) a complete copy of the Firm Commitment for the HUD Section 202
Capital Grant executed by HUD for the financing and acquisition of the Property and
development of the Project;
(iii) a financial statement and/or other documentation reasonably satisfactory
to the Interim Executive Director sufficient to demonstrate that the Developer has
adequate funds available and committed (inclusive of the funds available to the
Developer following the Close of Escrow under the Agency Affordable Housing Grant)
to cover the difference between the total acquisition and development costs of the
Project;
(iv) a copy of the proposed contract between the Developer and its general
contractor for all of the improvement of the Project certified by the Developer to be a true
and correct copy thereof. The Interim Executive Director shall also have the right to
review and approve any revisions that are made to the proposed contract with the general
contractor after its approval by the Interim Executive Director. The form of construction
contract required by HUD and the approval of the contractor by HUD shall be deemed
approved by the Agency;
(v) evidence of the good faith efforts of the Developer to implement a local
resident employment history program during the course of construction and improvement
of the Project as set forth in Section 4.7;
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(vi) Project operating cost projections and a completed Project management
operations plan in a form reasonably satisfactory to the Interim Executive Director which
demonstrates that the Developer has an acceptable plan of operation and management of
the Project. Such a management operations plan approved or accepted by HUD under the
terms of the HUD Capital Advance Documents shall be deemed acceptable to the Interim
Executive Director.
(b) the Developer covenants and agrees to take all action, furnish all information,
give all consents and pay all sums required to keep the Firm Commitment and the HUD Section
202 Grant in full force and effect and shall comply with all conditions thereof, and shall
promptly execute, acknowledge and deliver all applications, credit applications and data,
financial statements, and documents in connection therewith, and shall actually draw upon and
utilize the full amount of the HUD Section 202 Grant only for the costs of the Project authorized
under the HUD Capital Advance Documents including, but not limited to, the acquisition of the
Property, architectural, engineering, legal, organizational, insurance and developer fees and for
paying for the cost of construction and improvement of the Project.
(c) The Developer hereby authorizes the Agency to contact HUD from time-to-time
as the Agency may deem necessary or appropriate to confirm information as relates to the HUD
Section 202 Grant for the Project.
3.8 Condition of the Site.
(a) The Developer shall have the right to approve the physical condition of the
Property, including its soil and environmental condition, based upon the Developer's inspection
of the Property and the records of the Agency. The Developer shall, at its sole cost and expense,
retain the consultant or consultants of its choice to assist the Developer in its review of any and
all aspects of the soils, environmental, geotechnical and other physical conditions of the
Property, including all information, reports and records of the Agency pertaining to the physical
condition of the Property. The Developer and its consultants shall also have the right to make
any inspection of the Property and to conduct any intrusive soil sampling tests it deems
appropriate with respect to either its geotecltnical soils investigations or soils investigations
relating to the potential presence of any Hazardous Substance on the Property. The Developer
shall notify the Agency at least seventy-two (72) hours in advance of any entry onto the Property
pursuant to Section 3.8(c) and in the event the Developer or its consultant desires to conduct tests
involving the drilling, trenching or boring of the soils located on the Property, the Developer's
consultant shall work with and cooperate with the Agency to assure that all such tests are
conducted in a manner consistent with the highest industry standards and in a manner that will
not damage or injure the Property. Within the time provided in the Schedule of Performance, the
Developer shall conduct and complete its own independent inspection and investigation of the
Property, and its investigation of all records and reports concerning the physical condition of the
Property, determine if the soils, environmental, geotechnical and other physical conditions of the
Property are suitable for the development and construction of the Project on the Property. The
Developer shall not rely on any statement or representation by the Agency or the City relating to
the conditions of the Property. Without limiting the foregoing, the Agency makes no
representation or warranty as to whether the Property presently complies with environmental
laws or whether the Property contains any Hazardous Substances. By not later than the date
indicated in the Schedule of Performance, the Developer shall deliver a written notice to theu
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Agency which references this Section 3.8 and includes a statement that either: (i) the Developer
accepts the condition of the Property in its "AS-IS", "WHERE IS" and "SUBJECT TO ALL
F AUL TS" conditions; or (ii) the Developer disapproves the condition of the Property for the
specific reason(s) or grounds set forth in such notice. The Agency shall have no obligation or
liability to the Developer to correct, cure, remedy or abate any soils, environmental, geotechnical
or other physical condition of the Property, including without limitation the remediation of any
Hazardous Substance thereon, which may provide the Developer with a basis to disapprove the
condition of the Property. If the Developer notifies the Agency in writing of its disapproval of
the soils, environmental, geotechnical and/or other physical conditions of the Property, then this
Agreement shall be subject to termination by either party without liability to the other upon the
giving of notice of termination which references this Section 3.8, whereupon the parties shall be
mutually released from all further responsibilities or liabilities.
(b) The Developer shall take the Property in its "AS-IS", "WHERE IS" and
"SUBJECT TO ALL F AUL TS" condition and the Developer shall be responsible for any defects
in the Property, whether patent or latent, including, without limitation, the physical,
environmental and geotechnical condition of the Property, and the existence of any
contamination, Hazardous Substances, vaults, debris, pipelines, abandoned wells or other
structures located at, on, in, above, under, from or about the Property. The Agency makes no
representation or warranty concerning the physical, environmental, geotechnical or other
condition of the Property, the suitability of the Property for the Project, or the present use of the
Property, and specifically disclaims all representations or warranties of any nature concerning
the Property made by it, the City and their employees, agents and representatives. The foregoing
disclaimer of the Agency includes, without limitation, topography, climate, air, water rights,
utilities, present and future zoning, soil, subsoil, existence of Hazardous Substances or similar
substances, the purpose for which the Property is suited, or drainage. The Agency shall not be
responsible for grading the Property and makes no representation or warranty concerning the
compaction of soil upon the Property, nor of the suitability of the soil for construction.
The Developer has specifically reviewed and accepts the provisions of this Section
3.8(b), and the provisions of this Section 3.8(b) shall survive the Close of Escrow.
C0
Initials of Developer
(c) Prior to the date specified in the Schedule of Performance for the approval of the
condition of the Property under this Section 3.8, the Developer, its employees, agents or
contractors have the right, at the Developer's sole cost and expense, to enter onto the Property to
conduct soils, engineering, or other tests and studies, to perform preliminary work or for any
other purposes to carry out the terms of this Agreement; provided, however, that no work of
improvement of the Project shall commence until the Escrow has closed and the Developer has
acquired the fee title interest in the Property from the Agency. The Developer shall indemnify,
defend and hold the Agency harmless from and against any claims, injuries or damages arising
out of or involving any such entry or activity as provided in this Section 3.8; provided, however,
the Developer shall have no liability for any claims, injuries or damages arising out of the
intentional misconduct, gross negligence or gross omissions of the Agency. Any such activity
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shall be undertaken by the Developer only after securing any necessary permit from the
appropriate governmental agencies and delivering to the Agency certificates of insurance
evidencing the coverages required in Section 4.I(u). In the event HUD acquires title to the
Property in accordance with and under the HUD Capital Advance Documents, HUD shall not
have any liability under Section 3.8(b) and under Section 3.8(c) ofthis Agreement.
3.9. Cost of Escrow.
(a) At the Closing, the Escrow Agent is authorized to allocate certain Escrow costs as
follows: the Agency shall pay (i) the documentary transfer tax; (ii) recording fees for the
Agency Grant Deed and the Agency Regulatory Agreement; (iii) the premium for the Title
Policy; and (iv) all of the customary service charges and expenses of the Escrow Agent. The
Developer shall pay (I) the recording charges for all financing documents and other matters,
including the HUD Capital Advance Documents; and (2) the price for any endorsements or
binders to the Title Policy as the Developer may in its discretion request (including any separate
policies of title insurance in favor of HUD or third parties as may be necessary). Each party
shall pay its own attorneys' fees. Any other usual and customary fees or costs which are not
specifically allocated herein shall be paid by the Agency provided, however, that the parties who
incur special messenger or overnight delivery charges shall be solely responsible for such
expenses of the Escrow Agent.
(b) Ad valorem taxes and assessments on the Property, if any, for the current year
shall be prorated by the Escrow Agent as of the date of the Closing, and the Agency is
responsible for any such taxes or assessments levied, assessed or imposed prior to the Closing,
and the Developer is responsible for those after the Closing. If the actual taxes are not known at
the date of the Closing, the proration shall be based upon the most current tax figures. When the
actual taxes for the year of the Closing become known, the Developer and the Agency shall,
within thirty (30) calendar days after written notice, prorate the taxes in cash between themselves
outside of the Escrow.
(c) In the event that a party who is not then in default may terminate this Agreement
before the Closing, the parties shall each pay one-half (V,) of the Escrow Agent's fees, charges,
and expenses, including Title Policy cancellation charges, if any. In the event that a party who is
not in default may terminate this Agreement as provided in Section 3.10, then the party who is in
default shall be responsible for paying for all of the Escrow Agent's fees, charges, and expenses,
including Title Policy cancellation charges, if any.
3.10. Cancellation of Escrow Prior to the Closing Upon Failure of Conditions
Without Fault by Either Party, Default and Termination. The Escrow may be canceled and
this Agreement terminated prior to the Closing upon the written notice of either party who then
shall have fully performed its obligations hereunder if: (i) either the Developer Conditions or the
Agency Conditions have not occurred or have not been approved, disapproved, or waived as the
case may be, by the approving party by the date established either in the Schedule of
Performance or herein for the occurrence of such condition; or (ii) Escrow is not in a position to
close by no later than on or before September 30, 2009, for any reason. In the event of the
foregoing, the terminating party may demand, in writing, retum of its money, instruments,
agreements, papers, and/or documents from the Escrow Agent and shall deliver a copy of such
notice to the non-terminating party. Fifteen (15) calendar days after such notice has been
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delivered to the Escrow Agent and the other party, this Agreement shall terminate and the
Escrow Agent shall cancel the Escrow without further instruction, whereupon the parties shall be
mutually released from any further obligation; provided, however, that the mutual
representations of the parties under Section 3.12 and the indemnity provisions of Section 6.7
shall survive this Agreement.
3.11. Responsibilities of the Escrow Agent.
(a) All funds received in Escrow shall be deposited by the Escrow Agent in an
escrow account with any state or national bank doing business in the State of California.
(b) All communications from the Escrow Agent shall be directed to the addresses and
in the manner provided in Section 7.2 of this Agreement for notices, demands and
communications between the Agency and the Developer.
(c) The Escrow Agent is not to be concerned with the sufficiency, validity,
correctness of form, or content of any document prepared outside of Escrow and delivered to
Escrow. The sole duty of the Escrow Agent is to accept such documents and follow the
Developer's and the Agency's instructions for their use.
(d) Upon the satisfaction of the Developer's Conditions and the Agency's Conditions,
the Escrow Agent shall comply with the final written Escrow Closing instructions addressed to
the Escrow Agent by the Developer and by the Agency.
(e) The Escrow Agent shall in no case or event be liable for the failure of any of the
conditions to the Closing, or for forgeries or false impersonation, unless such liability or damage
is the result of negligence or willful misconduct by the Escrow Agent.
3.12. No Real Estate or Broker Commission Payable. The parties mutually represent
and warrant that no real estate broker commission or finder's fee is payable to a third party in
connection with the transfer of the Property by the Agency to the Developer.
4. Development of the Project by the Developer.
4.1. Scope of Development.
(a) Except for the work of technical investigation and testing of soils as authorized
under Section 3.8, no other work of improvement of the Project shall be undertaken on the
Property prior to the Closing. It is the intent of the parties that promptly following the Close of
Escrow the Developer shall commence the work of improvement of the Project on the Site. The
Project consists of the elements set forth in the Scope of Development (See Exhibit "E").
(b) The City's zoning ordinance and the City's building requirements will be
applicable to the use of the Site and development of the Project. The Developer acknowledges
that the plans for development of the Site as set forth in the Scope of Development shall be
subject to the City's zoning ordinance and building requirements. No action by the Agency or
the City with reference to this Agreement or related documents shall be deemed to constitute a
waiver of any City requirements which are applicable to the Site or to the Developer or to any
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successor-in-interest of the Developer except by modification or variance duly approved by the
City in accordance with the applicable law in its sole and absolute discretion.
(c) The Scope of Development set forth in Exhibit "E", is hereby approved by the
Agency upon its execution of this Agreement. The Project shall be developed and completed in
conformance with the Scope of Development and any and all other plans, specifications and
similar development documents required by this Agreement, except for such changes as may be
mutually agreed upon in writing by and between the Developer and the Agency. The Interim
Executive Director of the Agency is authorized to approve the preliminary and the final
construction plans for the Project, together with the preliminary and the final landscaping plans
provided that the Interim Executive Director finds at the time of such approval that such plans
are reasonably consistent with the Scope of Development.
(d) The approval of the Scope of Development by the Agency shall not be binding
upon the Mayor and Common Councilor the Planning Commission of the City with respect to
any approvals of the Project required by such other bodies under applicable law. If any revision
of the Scope of Development is required by another govermnent official, agency, department or
bureau having jurisdiction over the development of the Site and the Project as a result of
development project permits, reviews and approvals under applicable law, the Developer and the
Agency shall cooperate in efforts to either modify the Scope of Development to accommodate
such regulatory requirements or obtain waivers or recommendation of such revisions by the
regulatory agencies. The Agency shall not unreasonably withhold approval of such revisions to
the Scope of Development as may be required by such regulatory approval powers.
(e) Notwithstanding any provision to the contrary in this Agreement, the Developer
agrees to accept and comply fully with any and all reasonable conditions of approval applicable
to all permits and other govermnental actions affecting the development of the Site and the
Project.
(t) The Developer shall at its sole cost and expense cause landscaping plans in
connection with development of the Project to be prepared and submitted to the City by a
licensed landscape architect within the times provided in the Schedule of Performance. The
Developer shall prepare and submit to the City for its approval, preliminary and landscaping
plans for the Project which are consistent with City Code requirements. These plans shall be
prepared, submitted and approved within the times respectively established therefore in the
Schedule of Performance as shown on Exhibit "C", and shall be consistent with the Scope of
Development.
(g) The Developer shall, at its sole cost and expense prepare and submit development
plans, construction drawings and related documents within the times provided in the Schedule of
Performance for the development of the Project. Such development plans, construction drawings
and related documents shall be prepared and submitted in sufficient detail necessary to obtain all
necessary building permits from the City for construction of the Project. 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 (30) 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
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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 within thirty (30) calendar days after receipt of such disapproval revise and
resubmit such plans in accordance with the City's requirements and in such form and substance
so as to obtain the City's approval thereof. If the City fails to approve or disapprove the plans
within thirty (30) calendar days following submission, the plans are deemed approved.
(h) During the preparation of all drawings and plans in connection with the
development of the Project, 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 City 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 structures to be constructed on the Site. The Agency shall
also have the right to review all plans, drawings and related documents pertinent to the
development of the Project in order to ensure that they are consistent with this Agreement and
with the Scope of Development.
G) [RESERVED--NO TEXT]
(k) [RESERVED--NO TEXT]
(I) The Interim Executive Director of the Agency shall approve any modified or
revised plans, drawings and related documents to which reference is made in this Agreement
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 Interim Executive Director of 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 Interim
Executive Director of 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 construction drawings, plans
and specifications and related documents after their approval by the Agency and/or by the City,
the Developer shall submit the proposed change in writing to the Interim Executive Director of
the Agency and/or to the City for their independent approval. The Interim Executive Director of
the Agency shall notify the Developer of approval or disapproval thereof in writing within thirty
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(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 Interim Executive Director of 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 Interim Executive Director of the
Agency to the Developer, setting forth in detail the reasons therefore, and such rejection shall be
made within said thirty (30) calendar day period unless extended as permitted 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 4.I(s) hereof.
(n) The Developer, upon receipt of a notice of disapproval by the Agency and/or by
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 to the City for their independent approval in the manner provided in
Section 4.I(g) hereof.
(0) The Developer shall have the right, during the course of construction of the
Project to make changes in construction of structures and "minor field changes" without seeking
the approval of the Agency; provided, however, that such changes do not affect the type of use to
be conducted within all or any portion of a structure. Said "minor field changes" shall be defined
as those changes from the approved 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 conditions. 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) The cost of designing, constructing, installing and equipping the Project,
including the installation of all off-site public improvements, shall be borne by the Developer.
(q) [RESERVED--NO TEXT]
(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 Project. The Developer shall obtain any
and all necessary approvals for utility services 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 commence the work of improvements of the Project on the
Site within ninety (90) calendar days following the Close of Escrow for the Site, and thereafter
shall diligently prosecute such construction to completion. All construction and development
obligations and responsibilities of the Developer as related to the Project shall be initiated and
completed within the times specified in the Schedule of Performance, or within such reasonable
extensions of such times as may be granted by the Agency or as otherwise provided for in this
Agreement. The Developer shall substantially complete the improvement of the Project by the
date set forth in the Schedule of Performance. During the course of the construction of the
Project the Schedule of Performance may be revised, from time-to-time, as mutually agreed upon
in writing by and between the Developer and the Agency. Any and all deadlines for
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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 Agreement. Following the commencement of the
work of improvement of the Project, all changes in construction shall also require the prior
written approval of HUD.
(t) During the period of construction of the Project, 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 four (4) 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 entry by the Developer to conduct limited testing on the Property
pursuant to Section 3.8, and following the Closing before the commencement of any construction
by the Developer of the Project, the Developer shall procure and maintain, at its sole cost and
expense, in a form and content satisfactory to the Agency, during the entire term of such entry or
construction, the following policies of insurance;
(i) a policy of comprehensive general liability insurance written on a per
occurrence basis in an amount not less than either (i) a combined single limit of One
Million Dollars ($1,000,000.00) or (ii) bodily injury limits of Five Hundred Thousand
Dollars ($500,000.00) per person, One Million Dollars ($1,000,000.00) per occurrence,
One Million Dollars ($1,000,000.00) products and completed operations and property
damage limits of Five Hundred Thousand Dollars ($500,000.00) per occurrence and Five
Hundred Thousand Dollars ($500,000.00) in the aggregate.
(ii) a policy of workers' compensation insurance in such amount as will fully
comply with the laws of the State of California and which shall indemnify, insure and
provide legal defense for both the Developer and the Agency, and the City against any
loss, claim or damage arising from any injuries or occupational diseases occurring to any
worker employed by or any persons retained by the Developer in the course of carrying
out the work or services contemplated in this Agreement.
(iii) a policy of comprehensive automobile liability insurance written on a per
occurrence basis in an amount not less than either (i) bodily injury liability limits of Two
Hundred Fifty Thousand Dollars ($250,000.00) per person and Five Hundred Thousand
Dollars ($500,000.00) per occurrence and property damage liability limits of One
Hundred Thousand Dollars ($100,000.00) per occurrence and One Hundred Thousand
Dollars ($100,000.00) in the aggregate or (ii) combined single limit liability of Five
Hundred Thousand Dollars ($500,000.00). Said policy shall include coverage for owned,
non-owned, leased and hired vehicles.
(iv) during the course of construction and improvement of the Project, a policy
of builder's risk insurance covering the full replacement value of the Project.
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All of the above policies of insurance shall be primary insurance and shall name the City
and the Agency, and their officers, employees, and agents as additional insureds. The insurer
shall waive all rights of subrogation and contribution it may have against the City and the
Agency and their officers, employees and agents and their respective insurers. All of said
policies of insurance shall provide that said insurance may not be amended or canceled without
providing thirty (30) calendar days prior written notice by registered mail to the Agency. In the
event any of the said policies of insurance are canceled, the Developer shall, prior to the
cancellation date, submit new evidence of insurance in conformance with this Section to the
Interim Executive Director of the Agency. No work or improvement of the Site or operation of
the Project shall commence until the Developer has provided the Agency with certificates of
insurance or appropriate insurance binders evidencing the above insurance coverages, and said
certificates of insurance or binders are approved by the Agency.
The policies of insurance required by this Agreement shall be satisfactory only if issued
by companies qualified to do business in California, rated at least "A(vii)" or better in the most
recent edition of Bests Insurance Rating Guide or an equivalent rating in The Key Rating Guide
or in the Federal Register unless such requirements are modified or waived by the Interim
Executive Director of the Agency due to unique circumstances.
The Developer shall provide in all contracts with contractors, subcontractors, architects,
and engineers who provide services in connection with the improvement of the Project that such
persons shall maintain the same policies of insurance required to be maintained by the Developer
pursuant to this Section, unless waived by the Interim Executive Director ofthe Agency.
Compliance by the Developer with the insurance requirements of HUD for Section 202
projects shall be deemed to meet the foregoing requirements during the period of the HUD
Capital Advance Documents so long as the Agency, the City and their officers, employees, and
agents are named as additional insureds on all said policies as evidenced by certificates of
insurance issued to the City and the Agency.
The Developer agrees that the provisions of this Section shall not be construed as limiting
in any way the extent to which the Developer may be held responsible for the payment of
damages to any persons or property resulting from the Developer's activities or omissions or the
activities or omissions of any individual or entity for which the Developer is otherwise
responsible.
(v) The Developer, for itself and its successors and assigns agrees that in the
construction of the Project, 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.
(w) The Developer shall carry out its construction of the Project in conformity with
the HUD Capital Advance Documents and all 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. The Agency shall cooperate in good faith
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with the Developer in the Developer's efforts to obtain from the City or any other appropriate
governmental agency, any and all such permits applicable to the development of the Project.
(y) Officers, employees, agents or representatives of the Agency 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 of the Project for the purpose of verifying
compliance by the Developer within the terms of this Agreement. Such officers, employees,
agents or representatives of the Agency shall be those persons who are so identified by the
Interim Executive Director. Any and all officers, employees, agents or representatives of the
Agency 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 and hold the Developer
harmless from injury, property damage or liability 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 shall inspect relevant portions of the construction site prior to issuing
any written statements reflecting adversely on the Developer's compliance with the terms and
conditions of this Agreement pertaining to development of the Site.
4.2. 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. The Developer shall not place and shall not allow to be
placed on the Site any mortgage, trust deed, deed of trust, encumbrance or lien not otherwise
authorized by this Agreement. The Developer shall remove, or shall have removed, any levy or
attachment made on the Site, or shall assure the satisfaction thereof. 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 the Certificate of Completion has been recorded with respect to redevelopment of the
Project.
4.3. Change in Ownership Management and Control of the Developer --
Assignment and Transfer.
(a) Transfer, as used in this Section 4.3, the term "Transfer" means:
(1) Any total or partial sale, assigmnent or conveyance, or any trust or power,
or any transfer in any other mode or form, by the Developer of more than a 49% interest
(or series of such sales, assignments and the like, which in the aggregate, exceed a
disposition of more than a 49% interest) with respect to its interest in this Agreement, the
Site, or the Project, or any part thereof, or any interest therein, or of the improvements
constructed thereon, or any contract or agreement to do any of the same; or
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(2) Any total or partial sale, assignment, conveyance, or transfer in any other
mode or form, of or with respect to any ownership interest of the Developer, its nonprofit
corporation business organization (or series of such sales, assigmuents and the like,
which in the aggregate, exceeded a disposition of more than a 49% interest); or
(3) Any merger, consolidation, sale or lease of all or substantially all of the
assets of the Developer in the Agreement, the Site or the Project (or series of such sales,
assignments and the like, which in the aggregate, exceeded a disposition of more than a
49% interest); or
(4) The leasing of part or all of the Site or the Project except for the lease of
the Project upon its completion by the Developer to Low-Income Senior Citizen
Households.
(b) This Agreement is entered into solely for the purpose of the redevelopment of the
Site and the improvement of the Project and the subsequent operation and use of the Site by the
Developer for renovated dwelling unit occupancy by Low-Income Senior Citizen Households in
accordance with the terms of this Agreement. The Developer recognizes that the qualifications
and identity of the Developer are of particular concern to the Agency, in view of:
(I) the importance of the development of the Site to the general welfare of the
community; and
(2) the fact that a Transfer is for all practical purposes a transfer or disposition
of the responsibilities of the Developer, as applicable, with respect to the development of
the Site and the Project.
The Developer further recognizes and acknowledges that it is because of the
qualifications and identity of the Developer that the Agency is entering into this Agreement with
the Developer, and, as a consequence, Transfers are permitted only as provided in this
Agreement.
(c) The limitations on a Transfer as set forth in this Section 4.3 shall apply until such
time as a Certificate of Completion is approved by the Agency and filed for recordation as
provided in Section 4.6. Except as expressly permitted in this Agreement, the Developer
represents and agrees that it has not made nor shall it create or suffer to be made or created, any
Transfer, either voluntarily or by operation of law without the prior written approval of the
Agency until such time as a Certificate of Completion has been recorded. Any Transfer made in
contravention of this Section 4.3 shall be voidable at the election of the Agency and shall then be
deemed to be a default under this Agreement. After the date of recordation of a Certificate of
Completion, certain other provisions of this Agreement shall nonetheless be applicable to
subsequent conveyances of interest in the Site, or portions thereof, as provided in the Agency
Grant Deed and in the Agency Regulatory Agreement.
(d) The following types of a Transfer shall be permitted and approved by the Agency
and are referred to herein as a "Permitted Transfer":
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(I) Any Transfer by the Developer creating a "Security Financing Interest" in
the Site (including such a Transfer under the HUD Capital Advance Documents) which
conforms to the provisions of Section 4.4;
(2) Any Transfer directly resulting from the foreclosure of a Security
Financing Interest created by the Developer in the Site or the granting of a deed in lieu of
foreclosure of a Security Financing Interest;
(3) Any Transfer of any interest in the Developer, irrespective of the
percentage of ownership to any non-profit affiliate of or other non-profit entity controlled
by the Developer, or to any other entity in which the Developer owns a controlling
interest;
(4) Any Transfer of the Site or the Project to HUD and thereafter, to HUD's
transferee, or any transfer otherwise approved in writing by HUD.
(e) No Permitted Transfer of this Agreement or any interest in the Site or the Project,
by the Developer (other than a Permitted Transfer created pursuant to a Security Financing
Interest under Section 4.3(d)) shall be effective unless, at the time of the Permitted Transfer, the
person or entity to which such Transfer is made, shall expressly assume the obligations of the
Developer under this Agreement and such person also agrees to be subject to the conditions and
restrictions to which the Developer is subject under this Agreement. Such an assumption of
obligation shall be evidenced by a written instrument delivered to the Agency in a recordable
form which is satisfactory to the Agency.
(f) The Agency may, in its reasonable discretion, approve in writmg any other
Transfer as requested by the Developer, provided such proposed transferee can demonstrate
successful and satisfactory experience in the ownership, operation, and management of a Low-
Income Senior Citizen Household rental housing facility operation similar to the Project. Any
such transferee for itself and its successors and assigns, and for the benefit of the Agency, shall
expressly assume all of the obligations of the Developer to the Agency under this Agreement.
There shall be submitted to the Agency for review, all instruments and other legal documents
proposed to effect any such other Transfer; and the approval or disapproval of the Agency, shall
be provided to the Developer in writing within thirty (30) calendar days of receipt by the Agency
of the Developer's request, and the Agency approval of a transfer and shall not be umeasonably
wit1theld or delayed upon written notice to the Agency, and any Transferee approved by HUD
shall be deemed approved by the Agency; provided, however, such Transferee shall assume the
obligations of this Agreement.
(g) Following the issuance of a Certificate of Completion, the Developer shall be
released by the Agency from any liability under this Agreement which may arise from a default
of a successor-in-interest occurring after the date of such a Transfer; provided, however that the
covenants of the Developer as set forth in the Agency Grant Deed and in the Agency Regulatory
Agreement shall run with the land for the term as provided in the Agency Grant Deed and in the
Agency Regulatory Agreement.
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4.4. Security Fiuancing; Right of Holders.
(a) Notwithstanding any provision of Section 4.3 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 Project, including, without limitation, the HUD Section 202 Grant and
any security interest or lien in the Site arising under the HUD Capital Advance Documents are
permitted before the recordation of the Certificate of Completion (referred to in Section 4.6 of
this Agreement). 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 other than the HUD Capital Advance
Documents. The Developer shall not enter into any such other conveyance for construction
financing without the prior written approval of the Agency, which approval the Agency shall
grant if: (i) such approval by the Agency is a condition of the disbursement of the proceeds of the
HUD Section 202 Grant to the Developer for the Project; or (ii) any such other conveyance is
permitted under the HUD Section 202 Capital Grant for the Project and is given to a responsible
financial or lending institution including, without limitation, 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 Project on the Site.
(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'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.
(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 Agreement to construct
or complete the improvement of the Site or to guarantee such construction or completion.
(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
Project, or any breach or default of any other obligations which, if not cured by the Developer,
entitle the Agency to terminate this Agreement or exercise its right to re-enter the Property, or a
portion thereof under the Agency Grant Deed, 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
Agreement 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 within one hundred
twenty (120) 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 default within one hundred twenty (120) calendar days after obtaining
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possession; provided that in the case of a default which cannot with diligence be remedied or
cured, or the remedy or cure of which cannot be commenced, within such one hundred twenty
(120) 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 Agreement shall be
deemed to permit or authorize such holder to undertake or continue the construction or
completion of the Project (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 responsibility 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 a Certificate of Completion by the Agency.
Notwithstanding the preceding paragraph, the provisions of this Section 4.4(e) shall not
be applicable during the term of the HUD Capital Advance Documents, unless such application
of this Section 4.4(e) is first approved in writing by HUD.
(I) In any case, where one hundred eighty (180) calendar days after default by the
Developer, if the holder of any mortgage, deed of trust or other security interest creating a lien or
encumbrance upon the Site or any portion thereof has not exercised the option to construct the
applicable portions of the Project, 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 the holder and the Developer. If
the ownership of the Property has vested in the holder, the Agency, may, at its option, but not its
obligation, 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 result of the subsequent ownership or management of the Property,
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 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.
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(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. If the Agency fails to exercise the right herein granted within
sixty (60) calendar days from the date of such written demand, the Agency shall be
conclusively deemed to have waived such right of purchase ofthe mortgage, deed of trust
or other security interest.
Notwithstanding the preceding paragraph, the provisions of this Section 4.4(f) shall not
be applicable during the term of the HUD Capital Advance Documents, unless such application
of this Section 4.4(f) is first approved in writing by HUD.
(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 Property (or any portion thereof) prior to the
issuance of a Certificate of Completion for the Project (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 ofthe Agency as
may arise under this Section 4.4(g) upon the Property or the Site (or any portion thereof) to the
extent of such costs and disbursements; provided however, any such lien in favor of the Agency
as may arise under this Section 4.4(g), shall be subject to the prior written approval of HUD.
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.
4.5. Right of the Agency to Satisfy Other Liens on the Site After Conveyance of
Title to the Developer. After the conveyance of title to the Property by the Agency to the
Developer and prior to the recordation ofthe Certificate of Completion (referred to in Section 4.6
of this Agreement), and after the Developer has had a reasonable time to challenge, cure or
satisfy any unauthorized liens or encumbrances on the Property, the Agency shall after one
hundred twenty (\ 20) calendar days prior written notice to the Developer have the right, but not
the obligation, to satisfy any such liens or encumbrances; provided, however, that nothing in this
Agreement shall require the Developer to payor make provisions for the payment of any tax,
assessment, lien or charge so long as the Developer in good faith shall contest the validity or
amount thereof, and so long as such delay in payment shall not subject the Site, or any portion
thereof, to forfeiture or sale.
4.6. Certificate of Completion.
(a) Following the written request therefore by the Developer and the completion of
construction of the Project, excluding any normal and minor building "punch-list" items to be
completed by the Developer, the Agency shall furnish the Developer with a Certificate of
Completion for the Site substantiated in the form set forth in Exhibit "B".
(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
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determination of satisfactory completion of all of the work of improvement of the Project. After
the recordation of the Certificate of Completion, any party then owning or thereafter purchasing,
leasing or otherwise acquiring any interest in the Site 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 Agency Grant Deed and the Agency
Regulatory Agreement.
(c) Any Certificate of Completion shall be in such form as to permit it to be recorded
in the Recorder's Office of San Bernardino County where the Site is located.
(d) If the Agency refuses or fails to furnish a Certificate of Completion 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, cash 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. For the purpose of the preceding sentence, the words "minor
building punch-list items" refers to Project construction items which do not in the aggregate
exceed a total cost of ten percent (10%) ofthe amount of the HUD-approved construction budget
for the Project. 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 Agreement with respect to the Site as if a
Certificate of Completion had been issued therefore.
(e) 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 Deed attached
hereto as Exhibit "D" and in the Agency Regulatory Agreement attached hereto as Exhibit "F".
4.7. Developer Job Program.
(a) The Developer will use good faith efforts to cause the general contractor who
shall be retained by the Developer to construct the Project to recruit (and to encourage its
subcontractors to recruit) local residents of the City of San Bernardino to perform work and
construction services relating to the improvement of the Project. Such good faith efforts
covenant of the Developer shall remain in effect during the course of the construction and
improvement of the Project. The Agency shall consult with the Developer, from time-to-time, to
assist the Developer in formulating programs to implement the foregoing; provided, however,
that this covenant of the Developer is not intended to require the Developer (or its general
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contractor and subcontractors) to implement any program or engage in any pattern or practice of
recruitment or hiring at the Project which would violate applicable law.
(b) The Developer agrees to use good faith efforts to hire residents of the City of San
Bernardino for available job openings in the completed Project. Such good faith efforts covenant
of the Developer shall remain in effect during the term of the Agency Regulatory Agreement.
The Agency shall consult with the Developer, from time to time, to assist the Developer in
formulating programs to implement the foregoing. The foregoing is not intended to require the
Developer to implement any program or engage in any pattern or practice of recruitment or
hiring at the Project which would violate applicable law.
4.8. [RESERVED -- NO TEXT].
4.9. Agency Affordable Housing Grant.
(a) The Agency Affordable Housing Grant funds not exceeding the amount specified
in Section 1.1 shall be used and disbursed by the Escrow Agent on the Closing Date to pay for
the Impact Fees. Except for the use by the Developer of the Agency Affordable Housing Grant
funds to pay for the Impact Fees on the Closing Date, the Developer shall pay all costs ad
expenses to construct, to develop and to complete the Project. Except for the payment by the
Agency to the Escrow Agency of the Agency Affordable Housing Grant funds in accordance
with this Agreement, the Agency shall have no duty or obligation to pay for any fees, cost, or
expenses (including, without limitation, attorneys' fees and/or court costs) in connection with the
construction, the development and/or the completion ofthe Project by the Developer.
(b) Provided the Developer is not in default under this Agreement, and provided the
Developer's Conditions and the Agency's Conditions have been fully performed, unless waived,
the Agency shall tender the Agency Affordable Housing Grant funds to the Escrow Agent prior
to the Close of Escrow. On the Close of Escrow, the Escrow Agency shall use and disburse the
Agency Affordable Housing Grant funds to pay for the Impact fees.
5. Use ofthe Site.
5.1. Use of the Site. The Developer hereby covenants and agrees, for itself and its
successors and assigns, that the Site shall be developed, used and maintained as rental housing
for occupancy by Senior Citizen Households as more fully set forth in the Agency Grant Deed
(Exhibit "0") and the Agency Regulatory Agreement (Exhibit "F").
5.2. No Inconsistent Uses. The Developer covenants and agrees that it shall not
devote the Site, or any part thereof, to uses inconsistent with the Agency Grant Deed and the
Agency Regulatory Agreement. In the event of a conflict between the application of the
provisions of the Agency Grant Deed and/or the Agency Regulatory Agreement to the Site and
the Project and the application of the HUD Capital Advance Documents to the Site and the
Project, such conflict shall be resolved in favor of the HUD Capital Advance Documents.
5.3. Discrimination Prohibited. Except as provided in the HUD Capital Advance
Documents and the Agency Grant Deed and the Agency Regulatory Agreement, with respect to
the reservation of each of the rental units in the Project for occupancy by Senior Citizen
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Households, there shall be no discrimination against, or segregation of, any persons, or group of
persons, on account of race, color, creed, religion, sex, marital status, age, familial status,
physical or mental disability, ancestry or national origin in the rental, sale, lease, sublease,
transfer, use, occupancy, or enjoyment of the Site, or any portion thereof, nor shall the
Developer, or any person claiming under or through the Developer, 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, sublessees, or vendees of the Site or
any portion thereof. The nondiscrimination and nonsegregation covenants contained herein and
in the Agency Grant Deed shall remain in effect in perpetuity.
5.4. Effect of Covenants. Subject to the provisions of Section 7.15 hereof, the
Agency is deemed a beneficiary of the terms and provisions of this Agreement and of the
restrictions and community redevelopment and affordable rental housing covenants running with
the land, whether or not appearing in the Agency Grant Deed or the Agency Regulatory
Agreement for and in its own right and for the purposes of protecting the interests of the
community in whose favor and for whose benefit the covenants running with the land have been
provided. The community redevelopment and affordable rental housing covenants in favor of
the Agency shall run without regard to whether the Agency has been, remains or is an owner of
any land or interest therein in the Site, and shall be effective as both covenants and equitable
servitudes against the Site. The Agency shall have the right, if any, of the community
redevelopment and affordable rental housing covenants set forth in this Agreement which are
provided for its benefit are breached, to exercise all rights and remedies and to maintain any
actions or suits at law or in equity or other proper proceedings to enforce the curing of such
breaches to which it may be entitled. No other person or entity shall have any right to enforce
the terms of this Agreement under a theory of third-party beneficiary or otherwise, except the
City as the successor in regulatory function of the Agency as provided in Health and Safety Code
Section 33334.4, or other applicable law. The covenants running with the land and their duration
are set forth in the Agency Grant Deed and in the Agency Regulatory Agreement. Nothing in
this Agreement or in the Agency Grant Deed or in the Agency Regulatory Agreement shall be
deemed to limit the power of the City to enforce any provision of any development project
permit which it may approve in connection with the Project, or to otherwise enforce any
provision of law against the Developer and the Site and the Project.
6. Enforcement.
6.1. General Conditions.
(a) In the event that either the Developer Conditions or the Agency Conditions have
not been approved, disapproved or waived by the parties, as the case may be, prior to the Closing
by the applicable date set forth in the Schedule of Performance, then the remedies of the parties
shall be as set forth in Section 3.10. In the event that a breach or default may occur prior to the
Close of Escrow, and subject to the extension of time set forth in Section 7.5 hereof, failure or
delay by either party to perform any term or provision of this Agreement 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,
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correction or remedy are specifically set forth in this Agreement, then within said time limits),
such party shall not be deemed to be in default hereunder.
(b) From and after the Close of Escrow and subject to the extensions of time set forth
in Section 7.5 hereof, failure or delay by either party to perform any term or provision of this
Agreement 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 Agreement,
then within said time limits), such party shall not be deemed to be in default hereunder.
(c) The injured party shall give written notice of default to the party in default,
specifying the default complained of by the nondefaulting party. Delay in giving such notice
shall not constitute a waiver of any default nor shall it change the time of default.
(d) 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 institute and maintain any actions or proceedings which it may deem necessary to
protect, assert or enforce any such rights or remedies.
(e) After the Close of Escrow, the Agency shall have no right to terminate this
Agreement without the prior written approval of HUD.
6.2. 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 Agreement. 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 Agreement.
(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 Interim
Executive Director or Chair of 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 Tom
Provencio 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.
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6.3. Rights and Remedies are Cumulative. Except with respect to any rights and
remedies expressly declared to be exclusive in Section 3.10 and Section 3.3 of this Agreement as
relates to a failure of conditions precedent occurring before the Close of Escrow, the rights and
remedies of the parties as set forth in this Section 6 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.
6.4. Damages. If either party defaults with regard to any provision of this Agreement,
the nondefaulting party shall serve written notice of such default upon the defaulting party. If
the defaulting party does not diligently commence to cure such default after service of the notice
of default and promptly complete the cure of such default within a reasonable time, not to exceed
thirty (30) calendar days (or such shorter period as may otherwise be specified in this Agreement
for default) after the service of written notice of such a default. In the event that a default relates
to a matter arising after the Close of Escrow the defaulting party shall be liable to the other party
for damages caused by such default.
6.5. [RESERVED--NO TEXT]
6.6. Right to Re-enter, Repossess and Revest.
(a) The Agency shall, upon thirty (30) calendar days notice to the Developer, which
notice shall specify this Section 6.6, have the right, at its option, to re-enter and take possession
of all or any portion of the Property, together with all improvements thereon, and to terminate
and revest 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 Agreement 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
7.5 hereof; or
(2) Abandon or substantially suspend construction of all or any portion of the
improvements 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 postponement to which the Developer may be entitled to
pursuant to Section 7.5 hereof; or
(3) Assign or attempt to assigo this Agreement, or any rights herein, or
transfer, or suffer any involuntary transfer, of the Site or the Project 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
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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 a satisfactory conclusion.
(c) The right of the Agency to reenter, repossess, terminate, and revest shall be
subject and subordinate to, shall be limited by and shall not defeat, render invalid or limit:
(I) Any mortgage, deed of trust or other security interest permitted by this
Agreement;
(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 Agency Grant Deed 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 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 revesting in the Agency of title to the Property, 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 Property, 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 Site,
or any part thereof. Upon such resale of the Site, or any part thereof, the proceeds thereof shall
be applied:
(I) 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 upon
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
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(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: (I) the Purchase Price paid by the Developer for the
Property (or allocable to the applicable part thereof); and (2) the costs incurred for the
development of the Property, or 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; and
(3) Any balance remaining after the foregoing application of proceeds shall be
retained by the Agency.
(f) Notwithstanding the provIsIOns of subsection (a) through subsection (e),
inclusive, above, this Section 6.6 shall not be applicable during the term of the HUD Capital
Advance Documents, unless such application of this Section 6.6 is first approved in writing by
HOD.
6.7. Mutual Indemnification. The Developer agrees to indemnify and hold the City
and the Agency, and their officers, employees and agents, harmless from and against all claims
for liability for damages, judgments, costs, expenses and fees arising from or related to any act or
omission of the Developer in performing its obligations hereunder other than claims for liability,
claims for damages, judgments, costs, expenses and/or fees arising from or related to the
wrongful conduct by, or any gross negligent act or gross omission of, the Agency, its agents,
employees, representatives or consultants. The Agency agrees to indemnify and hold the
Developer and its officers, employees and agents, harmless from and against all claims or
liability for damages, judgments, costs, expenses and fees arising from or related to any act or
omission of the Agency in performing its obligations hereunder other than claims for liability,
claims for damages, judgments, costs, expenses and/or fees arising from or related to the
wrongful conduct by, or any negligent act or omission of, the Developer, its agents, employees,
representatives or consultants. In the event HUD acquires title to the Property in accordance
with and/or under the HUD Capital Advance Documents, HUD shall not have any liability under
this Section 6.7 of this Agreement.
6.8. Attorneys' Fees. In the event of litigation between the parties arising out of this
Agreement, the prevailing party shall be entitled to recover its reasonable attorneys' fees, court
costs and other costs and expenses incurred, including such fees and costs incurred on appeal, in
addition to whatever other relief to which it may be entitled. As used in the preceding sentence,
the words "reasonable attorney's fees" in the case of the Agency, include the salary and benefits
payable to lawyers employed in the Office of the City Attorney of the City, who provide legal
counsel to the Agency in such litigation as allocated on an hourly basis. In the event HUD
acquires title to the Property in accordance with and/or under the HOD Capital Advance
Documents, HUD shall not have any liability under this Section 6.8 of this Agreement.
7. Miscellaneons.
7.1. Governing Law. The laws of the State of California shall govern the
interpretation and enforcement of this Agreement.
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7.2. Notices. Notices, demands, and communications between the Agency and the
Developer shall be sufficiently given if personally delivered or dispatched by registered or
certified mail, postage prepaid or return receipt requested, to the following addresses:
AGENCY:
DEVELOPER:
Redevelopment Agency
of the City of San Bernardino
Attention: Emil A. Marzullo, Interim Executive Director
201 North "E" Street, Suite 301
San Bernardino, California 92401
Phone: (909) 663-1044
Fax: (909) 888-9413
TELACU Housing - San Bernardino V, Inc.
c/o TELACU
Attention: Tom Provencio, Treasurer
5400 East Olympic Boulevard, Suite 300
Los Angeles, California 90022
Phone: (323) 721-1655
Fax: (323) 721-3560
Any notice shall be deemed to have been received as of the earlier time of actual receipt
by the addressee thereof or the expiration of forty-eight (48) hours after depositing of such notice
in the United States Postal System in the manner described in this Section. Such written notices,
demands, and communications may be sent in the same manner to such other addresses as a
party may, from time to time, designate by mail.
7.3. Conflicts of Interest. No member, official, or employee of the Agency shall
have any personal interest, direct or indirect, in this Agreement nor shall any such member,
official, or employee participate in any decision relating to this Agreement which affects his
personal interests or the interests of any corporation, partnership, limited liability company, or
association in which he is, directly or indirectly, interested.
7.4. Non-liability of Agency Officials and Employees. No member, official,
employee, or consultant of the Agency or the City shall be personally liable to the Developer, or
any successor-in-interest of the Developer, 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 Agreement.
7.5. Enforced Delay: Extension of Time of Performance. In addition to specific
provisions of this Agreement, 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
govemmental agency or entity (provided that acts or failure to act of the City or the Agency shall
not extend the time for the Agency to act hereunder except for delays associated with lawsuit or
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injunction including, but without limitation to, lawsuits pertammg 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) calendar days of the
commencement of such occurrence of delay.
The inability of the Developer to obtain a satisfactory commitment from HUD for the
HUD Section 202 Capital Grant or to satisfy any other condition of this Agreement relating to
the acquisition of the Site and the redevelopment of the Project 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 7.5. The parties hereto expressly acknowledge and agree that changes in either
general economic or regulatory conditions or changes in the economic or regulatory assumptions
of any of them which may have provided a basis for entering into this Agreement 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 Agreement. Each party expressly assumes
the risk that changes in general economic or regulatory 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 Agreement, 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 Agreement.
7.6. Books and Records.
(a) Maintenance of Books and Records. The Developer shall prepare and maintain
all books, records and reports necessary to substantiate the Developer's compliance with the
terms of this Agreement or reasonably required by the Agency.
(b) Right to Inspect. The Agency shall have the right, upon not less than seventy-
two (72) hours notice, at all reasonable times, to inspect the books and records of the Developer
pertinent to the purposes of this Agreement. Said right of inspection shall not extend to
documents privileged under attorney-client or other such privileges.
7.7. Modifications. Any alteration, change or modification of or to this Agreement,
in order to become effective, shall be made by written instrument or endorsement thereon and in
each such instance executed on behalf of each party hereto.
7.8. Merger of Prior Agreements and Understandings. This Agreement and all
documents incorporated herein contain the entire understanding among the parties hereto relating
to the transactions contemplated herein and all prior or contemporaneous agreements,
understandings, representations, and statements, oral or written are merged herein and shall be of
no further force or effect.
7.9. Representations and Warranties of the Developer The Developer hereby
makes the following representations, covenants and warranties and acknowledges that the
execution of this Agreement by the Agency has been made in material reliance by the Agency on
such covenants, representations and warranties:
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(1) The Developer is a duly organized and validly existing California non-
profit public benefit corporation. The Developer has the legal right, power and authority
to enter into this Agreement 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 Agreement 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 Agreement is, and all agreements, instruments and documents to be
executed by the Developer pursuant to this Agreement 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 execution of this Agreement nor the consummation of the
transactions contemplated hereby shall result in a breach of or constitute a default under
any other agreement, document, 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.
All representations and warranties contained in this Section 7.9 are true and correct on
the date hereof and on the Closing Date and the Developer's liability for misrepresentation or
breach of warranty, representation or covenant, wherever contained in this Agreement, shall
survive this Agreement and the Close of Escrow.
7.10. Representations and Warranties of the Agency. The Agency hereby makes the
following representations, covenants and warranties and acknowledges that the execution of this
Agreement 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:
(1) Each and every undertaking and obligation of the Agency under this
Agreement 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.
(2) 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 Agreement and to execute the instruments and documents
referenced herein, and to consummate the transactions contemplated hereby.
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(3) The Agency has taken all reqUlslte action and obtained all requisite
consents in connection with entering into this Agreement and the instruments and
docmnents referenced herein and the consummation of the transactions contemplated
hereby, and no consent of any other party is required.
(4) The persons executing any instruments for or on behalf of the Agency
have been authorized to act on behalf of the Agency and that the Agreement 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
Agreement by the Agency.
(5) Prior to the Closing, the Agency will be the owner of (and the Developer
will acquire hereunder) the entire right, title and interest in the Property to effectively
vest in the Developer good and marketable fee simple title to the Property, that the
Developer will acquire the Property free and clear of all liens, encmnbrances, claims,
rights, demands, easements, leases or other possessory interests, agreements, covenants,
conditions, and restrictions of any kind or character (including, without limiting 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 for the matters covered in Section 3.6(a) of this
Agreement and except for the title exceptions, exclusions and matters identified in the
preliminary title report relating to the Property in accordance with Section 3.6(b) of this
Agreement.
(6) 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
injury, property damage, property taxes or otherwise, that could materially and adversely
affect the value or use of the Property 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 Property or the transactions contemplated
hereby.
(7) Between the date of this Agreement and the Close of Escrow, the Agency
will continue to manage, operate and maintain the Property in the same manner as existed
prior to the execution of this Agreement.
(8) 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 the Property which will survive the Close of Escrow except as may be set
forth in the Agency Grant Deed or in the Agency Regulatory Agreement.
(9) The Property is not located within a designated earthquake fault zone
pursuant to California Public Resources Code Section 2621.9 and 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.
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(10) The Agency has taken all appropriate action to reserve the sum of One
Million Two Hundred Thousand Dollars ($1,200,000.00) for the Agency Affordable
Housing Grant for the Project, as provided in Section 4.9.
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, but such notice shall not release the Agency of its liabilities or
obligations with respect thereto.
All representations and warranties contained in this Section 7.10 are true and correct on
the date hereof and on the Closing Date and the Agency's liability for misrepresentation or
breach of warranty, representation or covenant, wherever contained in this Agreement, shall
survive this Agreement and the Close of Escrow.
7.11. Binding Effect of the Agreement. This Agreement shall be binding upon and
shall inure to the benefit of the parties hereto, their legal representatives, successors and assigns.
This Agreement shall likewise be binding upon and obligate the Site and the successors in
interest, owner or owners thereof, and all of the tenants, lessees, sublessees, and occupants of
such Site.
7.12. Assurances to Act in Good Faith. The Agency and the Developer agree to
execute all agreements, documents and instruments and to take all action and shall use their best
efforts to accomplish the purposes of this Agreement. The Agency and the Developer shall each
diligently and in good faith pursue the satisfaction of any conditions or contingencies subject to
their approval.
7.13. Severability. Wherever possible, each provision of this Agreement shall be
interpreted in such a manner as to be effective and valid under applicable law. If, however, any
provision of this Agreement shall be prohibited by or invalid under applicable law, such
provision shall be ineffective to the extent of such prohibition or invalidity, without invalidating
the remainder of such provision or the remaining provisions of this Agreement.
7.14. HUD Modifications. In the event HUD shall reasonably request modifications to
this Agreement and/or the exhibits hereto, as a condition to the issuance of its Firm Commitment
for the disbursement of the proceeds of the HUD Section 202 Grant to the Developer, neither the
Developer nor the Agency will umeasonably withhold their consent to such modification.
7.15. Rights ofHUD.
(a) The terms and proVISIOns of this Agreement and the Agency Regulatory
Agreement shall be subordinate to the terms and provisions of the HUD Capital Advance
Documents and any other documents entered into by the Developer in connection with the HUD
Section 202 Grant for the Project. Notwithstanding anything contained herein to the contrary, in
the event the Secretary of HUD (the "Secretary") should take title to the Project and/or the Site
37
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through foreclosure, deed in lieu of foreclosure, or otherwise, all covenants, conditions and
restrictions set forth in this Agreement shall cease and terminate and be of no further force or
effect, provided however, that nothing herein shall be deemed to prevent the Agency from
accepting a transfer in its sole and absolute discretion of title in the Site and/or the Project from
the Secretary in any such event.
(b) Notwithstanding anything in this Agreement to the contrary, in the event any
provision in this Agreement contradicts, modifies, or in any way changes the terms of the HUD
Capital Advance Documents, the terms of the HUD Capital Advance Documents shall prevail
and govem; or if any provision of this Agreement in any way tends to limit the Secretary in its
administration of the National Housing Act of 1937, as amended, or the Housing Act of 1959, as
amended, or the regulations pursuant thereto with respect to the Project, this Agreement shall be
deemed amended by the parties to the extent required by HUD so as to comply with such acts,
regulations and HUD Capital Advance Documents.
(c) Notwithstanding anything in this Agreement to the contrary, no amendment to
this Agreement shall be effective without the prior written approval of the Secretary of HUD, its
successors or assIgns.
III
III
III
III
III
III
III
III
III
III
III
III
III
III
III
III
III
III
III
III
38
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IN WITNESS WHEREOF the Agency and the Developer have executed this Agreement
as of the date first written above.
AGENCY
Redevelopment Agency of the City of San Bernardino,
a public body, corporate and politic
Date: ot/JtJf
By: ~~
Emil A. Marzullo, Interim Executive Director
Approved as to Form and Legal Content:
By: \ I M0~~
Agency Counse
DEVELOPER
TELACU Housing - San Bernardino V, Inc.,
a California non rofit public benefit corporation
Dated:
"14fY1
By:
39
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EXHIBIT "A"
LEGAL DESCRIPTION OF THE PROPERTY
All that certain real property situated in the COllllty of San Bernardino, State of California,
described as follow:
Parcel No. I: APN 0134-093-043
Lot 8, Block 26, according to the map of the City of San Bernardino, County of San Bernardino,
State of California, as per map recorded in Book 7, Page I of Maps, in the Office of the County
Recorder of said County.
Excepting therefrom the North 50 feet;
And
The West 50 feet of Lot I, Block 26, according to map of the City of San Bernardino, County of
San Bernardino, State of California, as per map recorded in Book 7, Page I of Maps, in the
Office of the County Recorder of said County.
Parcel No.2: APN 0134-093-020
That portion of Lot I, Block 26, City of San Bernardino, in the City of San Bernardino, County of
San Bernardino, State of California, as per map recorded in Book 7, Page I of Maps, in the Office
of the County Recorder of said County.
Beginning at a point 50 feet East of the Southwest comer of said Lot I;
Thence running North ISO feet, more or less, to the North line of Lot I;
Thence East 50 feet;
Thence South ISO feet, more or less, to South line of said lot;
Thence West 50 feet to the Point of Beginning.
Parcel No.3: APN 0134-093-019
That portion of Lot I, Block 26, of the City of San Bernardino, County of San Bernardino, State of
California, as per map recorded in Book 7, Page I of Maps, in the Office of the County
Recorder of said County, described as follows:
40
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Beginning at a point on the South line of said Lot I, 150 feet 4 inches from the Southeast comer of
said lot;
Thence Westerly along the South line of said lot, 48 feet, more or less, to the Southwest comer
of the land conveyed to A. F. Beasley, et al, by Deed Recorded in Book 58, Page 425, of deeds;
Thence North along the East line ofthe land conveyed to Beasley, 150 feet, more or less to the
North line of Lot I;
Thence East along the North line of Lot 1,48 feet, more or less, to a point 150 feet 4 inches
West of the Northeast comer of said Lot I;
Thence South to the Point of Beginning.
Parcel No. 4:APN 0134-093-045 portion
That portion of Lot I, Block 26, according to the map of the City of San Bernardino, County of
San Bemardino, State of Califomia, as per plat recorded in Book 7 of Maps, Page I, Records of
said county, described as follows:
Beginning on the West line of"G" Street 99 feet 9 1/3 inches North of the Southeast comer of
said Lot I;
Thence North along "G" Street, 49 feet 102/3 inches, more or less, to the Northeast comer of
said Lot I;
Thence West along the North line of said Lot I, a distance of150 feet;
Thence South 49 feet 10 2/3 inches, more ofless to a point 99 feet 9 1/3 inches North of the
South line of said Lot I;
Thence East 150 feet to the Point of Beginning.
Parcel No. 5:APN 0134-093-045 portion
All that portion of Lot I, Block 26, according to the map of the City of San Bernardino, County
of San Bernardino, State of California, as per Plat recorded in Book 7 of Maps, Page 1, Records
of said County, described as follows:
Beginning at the Southeast comer of said Lot I;
Thence North 99 feet 9 1/3 inches;
Thence West 150 feet 4 inches;
Thence South 99 feet 9 1/3 inches to the South line of said Lot I;
Thence East 150 feet 4 inches to the Point of Beginning.
41
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EXHIBIT "B"
When Recorded, Mail to:
Redevelopment Agency
of the City of San Bernardino
Attn.: Interim Executive Director
201 North "E" Street, Suite 301
San Bernardino, CA 92401
REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO
CERTIFICATE OF COMPLETION
The undersigned officer of the Redevelopment Agency of the City of San
Bernardino (the "Agency") hereby certifies as follows:
By its Resolution No. CDC , adopted and approved
200 and Resolution No. , adopted and approved _' 200_, 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 as of _,
2009 by and between the Agency and TELACU Housing-San Bernardino V, Inc., a California
non-profit public benefit corporation (the "Developer") on the lands (the "Property") more fully
described in Exhibit "A" attached hereto and incorporated herein by this reference, have been
completed in accordance with the provisions of the 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 Property, 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 Property, whether
or not said improvements are on the Property 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 Property and the dates for the beginning and completion of
construction of improvements thereon under the Agreement; provided, however, that the Agency
may enforce any covenant surviving this Certificate of Completion in accordance with the terms
and conditions of the Agreement and the Agency Grant Deed (Recorded Instrument No.
) and the Agency Regulatory Agreement (Recorded Instrument No.
) pursuant to which the Property was conveyed under the Agreement. The
Agreement is an official record of the Agency and a copy of the Agreement may be inspected in
the office of the Secretary of the Agency, 201 North "E" Street, Suite 301, San Bernardino,
California, during regular business hours.
42
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Section 3. The Property to which this Certificate of Completion pertains is more
fully described in Exhibit "A" attached hereto.
DATED AND ISSUED this ~ day of
,200 .
Emil A. Marzullo
Interim Executive Director
[NOTARY JURAT ATTACHED]
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EXHIBIT "A"
LEGAL DESCRIPTION OF THE PROPERTY
All that certain real property situated in the County of San Bernardino, State of California,
described as follow:
Parcel No.1: APN 0134-093-043
Lot 8, Block 26, according to the map of the City of San Bernardino, County of San Bernardino,
State of California, as per map recorded in Book 7, Page 1 of Maps, in the Office of the County
Recorder of said County.
Excepting therefrom the North 50 feet;
And
The West 50 feet of Lot 1, Block 26, according to map of the City of San Bemardino, County of
San Bernardino, State of California, as per map recorded in Book 7, Page 1 of Maps, in the
Office of the County Recorder of said County.
Parcel No.2: APN 0134-093-020
That portion of Lot I, Block 26, City of San Bernardino, in the City of San Bemardino, County of
San Bemardino, State of Cali fomi a, as per map recorded in Book 7, Page 1 of Maps, in the Office
of the County Recorder of said County.
Begimring at a point 50 feet East of the Southwest comer of said Lot I;
Thence running North 150 feet, more or less, to the North line of Lot 1;
Thence East 50 feet;
Thence South 150 feet, more orless, to South line of said lot;
Thence West 50 feet to the Point of Beginning.
Parcel No.3: APN 0134-093-019
That portion of Lot 1, Block 26, of the City of San Bernardino, County of San Bernardino, State of
California, as per map recorded in Book 7, Page I of Maps, in the Office of the County
Recorder of said County, described as follows:
44
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Beginning at a point on the South line of said Lot I, 150 feet 4 inches from the Southeast comer of
said lot;
Thence Westerly along the South line of said lot, 48 feet, more or less, to the Southwest comer
of the land conveyed to A. F. Beasley, et ai, by Deed Recorded in Book 58, Page 425, of deeds;
Thence North along the East line of the land conveyed to Beasley, 150 feet, more or less to the
North line of Lot I;
Thence East along the North line of Lot 1,48 feet, more or less, to a point 150 feet 4 inches
West of the Northeast comer of said Lot I;
Thence South to the Point of Beginning.
Parcel No. 4:APN 0134-093-045 portion
That portion of Lot I, Block 26, according to the map of the City of San Bernardino, County of
San Bernardino, State of California, as per plat recorded in Book 7 of Maps, Page I, Records of
said county, described as follows:
Beginning on the West line of"O" Street 99 feet 9 1/3 inches North of the Southeast comer of
said Lot I;
Thence North along "0" Street, 49 feet 10 2/3 inches, more or less, to the Northeast comer of
said Lot I;
Thence West along the North line of said Lot I, a distance of 150 feet;
Thence South 49 feet 10 2/3 inches, more of less to a point 99 feet 9 1/3 inches North of the
South line of said Lot I;
Thence East 150 feet to the Point of Beginning.
Parcel No. 5:APN 0134-093-045 portion
All that portion of Lot I, Block 26, according to the map of the City of San Bernardino, County
of San Bernardino, State of California, as per Plat recorded in Book 7 of Maps, Page I, Records
of said County, described as follows:
Beginning at the Southeast comer of said Lot I;
Thence North 99 feet 9 1/3 inches;
Thence West 150 feet 4 inches;
Thence South 99 feet 9 1/3 inches to the South line of said Lot I;
Thence East 150 feet 4 inches to the Point of Beginning.
45
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EXHffilT "c"
Schedule of Performance
Execution of A!!reement
The Agreement shall be authorized,
executed and delivered by the Developer
to the Agency.
Evidencinll of Financing
The Developer shall provide Agency with
financing for the Project
pursuant to Section 3.7 of the Agreement.
Design
The Developer shall prepare all plans and
specifications and obtain all required
permits.
Evidence of Insurance
The Developer shall furnish to the Agency a
certificate of insurance as set forth in
Section 4.I(u) of the Agreement.
Ooenimz of Escrow
The Agency and the Developer shall open escrow
to complete HUD Initial Closing.
Close of Escrow
Al!encv Funding
HUD Initial Closing
Commencement of Construction
The Developer shall commence construction
of the improvements ofthe Site pursuant
to Section 4.1 and Exhibit "C".
Comoletion of Construction
The Developer shall complete the construction of all
improvements on the Site as well as off-site
improvements.
Certificate of Comoletion
To be issued by the Agency at the request of
the Developer upon completion of construction
in accordance with Section 4.6 of the Agreement
46
On or before June 30, 2009.
On or before August 30, 2009
unless extended for up to six months by HUD
No later than September 15,2009.
Prior to the Developer or its agents
commencing construction of the Site.
Within 30 calendar days after written
request from the Agency or the
Developer.
On or before September 30, 2009 or as extended
by HUD.
On or before HUD Initial Closing.
On or before September 30, 2009 or as extended
by HUD.
Within thirty (30) calendar days after
HUD Initial Closing.
Within 425 calendar days after HUD
Initial Closing or as extended by
HUD.
Within fifteen (15) calendar days after
written request from the Developer
to the Agency.
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EXHIBIT "c"
Schedule of Performance (Continued)
It is understood that this Schedule of Performance is subject to all of the terms and conditions of
the text of the Agreement. The summary of the items performance in this Schedule of
Performance is not intended to supersede or modify the more complete description in the text; in
the event of any conflict of or inconsistency between this Schedule of Performance and the text
of the Agreement, the text of the Agreement shall govern.
The time periods set forth in this Schedule of Performance may be altered or amended only by
written agreement signed by both the Developer and the Agency. The Interim Executive
Director of the Agency shall have the authority to approve extensions of time without action of
the Community Development Commission of the Agency not to exceed a cumulative total of 180
calendar days.
During the term of the HUD Capital Advance Documents, any extensions of the time periods set
forth in the Schedule of Performance approved by HUD shall be deemed approved by the
Agency.
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EXHIBIT "0"
Form of Agency Grant Deed
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EXHIBIT "D"
RECORDING REQUESTED BY )
Redevelopment Agency )
of the City of San Bernardino )
)
)
AND WHEN RECORDED MAIL TO: )
TELACU )
5400 East Olympic Blvd., Suite 300 )
Los Angeles, CA 90022 )
Attention: Tom Provencio, Treasurer )
)
(Space above line reserved for use by Recorder)
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
AGENCY GRANT DEED OF A PUBLIC AGENCY
AND
COMMUNITY REDEVELOPMENT
AFFORDABLE SENIOR CITIZEN RESIDENTIAL HOUSING
DEVELOPMENT, USE AND OCCUPANCY CONDITIONS,
COVENANTS AND RESTRICTIONS
This Agency Grant Deed of a Public Agency and Community Redevelopment Affordable Senior
Citizen Residential Housing Development, Use and Occupancy Conditions, Covenants and
Restrictions (the "Agency Grant Deed") hereby grants from the Redevelopment Agency of the
City of San Bernardino, a public body, corporate and politic (the "Agency"), that certain real
property situated at the northwest comer of 4th and "G" Streets (APNs: 0134-093-19,20,43 and
portions of 45), San Bernardino, California (the "Property") to TELACU Housing - San
Bernardino V, Inc., a California non-profit public benefit corporation (the "Developer"), subject
to the community redevelopment affordable senior citizen residential housing development, use
and occupancy conditions, covenants and restrictions contained in PART B hereof. The Agency
is the grantor in this Agency Grant Deed and the Developer is the grantee.
PART A
For valuable consideration, the receipt of which is hereby acknowledged, the Agency hereby
grants to the Developer, subject to the community redevelopment affordable senior citizen
residential housing development, use and occupancy conditions, covenants and restrictions of
this Agency Grant Deed, all of the right, title and interest of the Agency in the Property, as more
particularly described below:
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(-- The Property--)
See Exhibit "A" attached hereto, on file in the Official Records of
the Office of the Recorder of San Bernardino County.
PART B
The grant of the Property by the Agency to the Developer is expressly subject to the satisfaction
of the community redevelopment affordable senior citizen residential housing development, use
and occupancy conditions, covenants and restrictions as arise under that certain agreement
entitled "2009 Affordable Senior Citizen Rental Housing Low and Moderate Income Housing
Funds Grant Disposition and Development Agreement," dated as of _, 2009 (the
"Agreement"), by and between the Agency and the Developer:
I. The Property shall be reserved for development, use, improvement and occupancy
for senior citizen household multi-family residential purposes, as the term "Senior
Citizen Household" is defined below; and
2. During the first forty (40) years, commencing on the date of recordation of this
Agency Grant Deed not less than seventy-four (74) of the Units (the "Restricted
Units") shall be rented or occupied by, or if vacant, available for rental and
occupancy by Lower Income Senior Citizen Households at "affordable rents" as
defined below. Thereafter, for an additional fifteen (15) year period, the
Restricted Units shall be rented and occupied by, or if vacant, available for rental
and occupancy by low-income senior tenants as defined in Health and Safety
Code Section 50093; and
3. For the purpose of subparagraph I and 2 above, the following definitions of
certain terms shall apply:
"affordable rents" means and refers to a sum of rent, including a reasonable utility
allowance, for a particular Senior Citizen Household which occupies a rental
housing unit on the Property which is computed in accordance with the provisions
of Health and Safety Code Section 50053 as may be amended from time-to-time;
"lower income households" means and refers to persons and families whose
income does not exceed the qualifying limits for lower income families as
established and amended from time-to-time pursuant to Section 8 of the United
States Housing Act of 1937. Such income for lower income households shall not
exceed eighty percent (80%) of the Area Median Income, adjusted for family size
and revised annually; and
"Senior Citizen Household" means and refers to a person or family eligible to
occupy a rental dwelling unit on the Property under the "HUD Capital Advance
Documents", as this term is defined in the Agreement, and after the expiration of
the term of the HUD Capital Advance Documents, the words Senior Citizen
Household shall mean and refer to a person or family who is/are at the time of
initial occupancy of the rental dwelling unit by such person(s):
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(i) sixty-two (62) years of age or older; and, if applicable.
(ii) provided at least one (1) member of the family is sixty-two (62) years of
age or older, a "qualified permanent resident", as this term is defined in
California Civil Code Section 51.3(b)(2) and (3) as such section of the
California Civil Code presently exists or may hereafter be amended from
time-to-time.
4. During the term of the HUD Capital Advance Documents, compliance by the
Developer with the HUD Capital Advance Documents as relates to "Senior
Citizen Households", "affordable rents" and "lower income households" shall be
deemed in compliance with the provisions of this PART B of the Agency Grant
Deed. During the term of such HUD Capital Advance Documents, in the event of
any conflict between the provisions of PART A and/or PART B of this Agency
Grant Deed and the HUD Capital Advance Documents, the provisions of the
HUD Capital Advance Documents shall control.
PART C
Subject to the covenant of the Developer as provided in PART B, the Developer shall refrain
from restricting the rental, sale, or lease of any portion of the Property on the basis of race, color,
creed, religion, sex, marital status, age, physical or mental disability, ancestry, or national origin
of any person. All such deeds, leases, or contracts shall contain or be subject to substantially the
following nondiscrimination or nonsegregation clauses:
(a) Deeds: In deeds, the following language shall appear: Except as specifically
provided for in the Agency Regulatory Agreement (the "Agency Regulatory
Agreement"), dated _, 200_, recorded in the official records of the
County of San Bernardino, State of California (the "Official Records"), as
Instrument No. , with respect to renting the units within the
Project to Senior Citizens, as such term is defined therein, and subject to the
covenant in the Agency Grant Deed that restricts the Property for development,
use, improvement and occupancy by Senior Citizen Households, as this term is
defined in the Agency Regulatory Agreement. The Developer herein covenants
by and for itself, its heirs, executors, administrators, 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, age, physical or mental disability, ancestry, or
national origin including all other protected classes of persons and groups of
persons as may be considered as such by any local, State or Federal law and as
shall be required pursuant to Health & Safety Code Section 33435 and Section
33436, in the sale, lease, rental, sublease, transfer, use, occupancy, tenure, or
enjoyment of the land herein conveyed, nor shall the Developer itself, or any
persons claiming under or through it, establish or permit any such practice or
practices of discrimination or segregation with reference to the selection, location,
number, lise, or occupancy of tenants, lessees, subtenants, sublessees, or vendees
in the land herein conveyed. The foregoing covenants shall run with the land.
51
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(b) Leases: In leases, the following language shall appear: The lessee herein
covenants by and for itself, its heirs, executors, administrators, 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: Except as specifically
provided for in the Agency Regulatory Agreement, dated , 200_,
and recorded in the official records of the County of San Bernardino, State of
California (the "Official Records"), as Instrument No. , with respect to
renting units within the Project to Senior Citizens, as such term is defined therein,
and subject to the covenant in the Agency Grant Deed that restricts the Property
for development use, improvement and occupancy by Senior Citizen Households,
as this term is defined in the Agency Regulatory Agreement. 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, age, physical or mental
disability, ancestry, or national origin, including all other protected classes of
persons and groups of persons as may be considered as such by any local, State or
Federal law and as shall be required pursuant to Health & Safety Code Section
33435 and Section 33436, in the leasing, subleasing, renting, transferring, use,
occupancy, tenure, or enjoyment of the land 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, sublessees,
subtenants, or vendees in the land herein leased.
(c) Contracts: In contracts, the following language shall appear: Except as
specifically provided for in the Agency Regulatory Agreement, dated
_, 200_, and recorded in the official records of the County of San Bernardino,
State of California (the "Official Records"), as Instrument No. , with
respect to renting units within the Project to Senior Citizens, as such term is
defined therein, and subject to the covenant in the Agency Grant Deed that
restricts the Property for development use, improvement and occupancy by Senior
Citizen Households, as this term is defined in the Agency Regulatory Agreement.
There shall be no discrimination against or segregation of any person or group of
persons on account of face, color, creed, religion, sex, marital status, age, physical
or mental disability, ancestry, or national origin including all other protected
classes of persons and groups of persons as may be considered as such by any
local, State or Federal law and as shall be required pursuant to Health & Safety
Code Section 33435 and Section 33436, in the sale, lease, rental, sublease,
transfer, use, occupancy, tenure, or enjoyment of the land, nor shall the transferee
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,
sublessees, or vendees of the land.
The foregoing covenants shall remain in effect in perpetuity. During the term of the HUD
Capital Advance Documents, in the event of any conflict between the provisions of PART C of
this Agency Grant Deed and the HUD Capital Advance Documents, the provisions of the HUD
Capital Advance Documents shall control.
52
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PART D
No violation or breach of the covenants, conditions, restnctlOns, provIsions or limitations
contained in PART B, PART C or PART F of this Agency Grant Deed shall, defeat or render
invalid or in any way impair the lien or charge of any mortgage, deed of trust or other financing
or security instrument permitted by and approved by the Agency pursuant to the Agreement;
provided, however, that any successor of the Developer to the Property shall be bound by such
remaining covenants, conditions, restrictions, limitations and provisions, whether such
successor's title was acquired by foreclosure, deed in lieu of foreclosure, trustee's sale or
otherwise.
PART E
The terms and provisions ofpART B, PART C and PART F of this Agency Grant Deed shall be
subordinate to the terms and provisions of the HUD Capital Advance Documents and any other
documents entered into by and between the Developer and the Secretary of Housing and Urban
Development ("Secretary of HUD") in connection with the improvement of the Property.
Notwithstanding anything contained herein to the contrary, in the event the Secretary of HUD
should take title to the Property through foreclosure, deed in lieu of foreclosure, or otherwise, all
covenants, conditions and restrictions set forth in PART B, PART C, PART 0 and PART F of
the Agency Grant Deed shall cease and terminate and be of no further force or effect.
Notwithstanding anything in this Agency Grant Deed to the contrary, in the event any provision
in this Agency Grant Deed tends to contradict, modifY, or in any way change the terms of the
HUD Capital Advance Documents, the term of the HUD Capital Advance Documents shall
prevail and govern; or if any provision of this Agency Grant Deed in any way tends to limit the
Secretary in its administration of the National Housing Act of 1937, as amended, or the Housing
Act of 1959, as amended, or the regulations pursuant thereto, this Agency Grant Deed shall be
deemed amended so as to comply with such acts, regulations and HUD Capital Advance
Documents. Notwithstanding anything in this Agency Grant Deed to the contrary, no
amendment to PART B through PART F, inclusive of this Agency Grant Deed by the Developer,
or its successors or assigns and the Agency shall be effective at any time during the period of
time when the HUD Capital Advance Documents are in effect without the prior written approval
of the Secretary of HUD, its successors or assigns.
PART F
The provisions of this Agency Grant Deed are expressly declared by the Agency to promote and
increase, improvement and preservation of the community's supply oflow-income housing. The
transfer of the Property by the Agency to the Developer for this purpose and the recordation of
this Agency Grant Deed is required by the provisions of Health and Safety Code Sections
33334.2 and 33334.3, and other applicable laws and actions of the Agency. Upon the delivery of
this Agency Grant Deed to the Developer, the community redevelopment affordable senior
citizen residential housing development, use and occupancy conditions, covenants and
restrictions as contained herein shall be conditions, covenants and restrictions which affect the
Property and shall run with the land and shall be enforceable by either the Agency or by the City
of San Bernardino, a municipal corporation, as community redevelopment affordable senior
citizen residential housing development, use and occupancy conditions, covenants and
restrictions against the Developer and each successor-in-interest or assignee of the Developer in
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the Property as provided in Health and Safety Code Section 33334.3(1)(2). No person other than
the City of San Bernardino or the Agency or HUD shall be deemed to be authorized to enforce
any provision of this Agency Grant Deed as a covenant or restriction which runs with the land
and affects the Property.
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THIS AGENCY GRANT DEED is executed as of the date indicated below next to tbe
authorized signature of the Interim Executive Director oftbe Agency.
AGENCY
Redevelopment Agency of the City of San Bernardino,
a corporate body, public and politic
Dated:
By:
Emil A. Marzullo, Interim Executive Director
Approved as to Form and Legal Content:
Agency Counsel
[NOTARY JURAT ATTACHED]
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ACCEPTANCE OF AGENCY GRANT DEED AND COMMUNITY
REDEVELOPMENT AFFORDABLE SENIOR CITIZEN RESIDENTIAL
HOUSING DEVELOPMENT, USE AND OCCUPANCY CONDITIONS,
COVENANTS AND RESTRICTIONS
BY THE DEVELOPER
The undersigned officers of TELACU Housing - San Bernardino Y, Inc., a California
non-profit public benefit corporation (the "Developer"), hereby accepts the delivery of the
instrument identified above as the "Agency Grant Deed of a Public Agency and Community
Redevelopment Affordable Senior Citizen Residential Housing Development, Use and
Occupancy Conditions, Covenants and Restrictions" (the "Agency Grant Deed"), and the
transfer of the Property from the Redevelopment Agency of the City of San Bernardino, subject
to the conditions, covenants and restrictions contained in the Agency Grant Deed.
The Developer hereby acknowledges and agrees that it accepts the Property in an "AS-
IS", "WHERE IS" and "SUBJECT TO ALL FAULTS" condition and that the Developer is
solely responsible for causing the Property to be improved as set forth in the Agreement by and
between the Agency and the Developer.
The Developer hereby further accepts and agrees to each of the community
redevelopment affordable senior citizen residential housing development use, and occupancy
conditions, covenants and restrictions contained in the Agency Grant Deed that touch and
concern the Property and community redevelopment affordable senior citizen residential housing
development, use improvement and occupancy conditions, covenants and restrictions which run
with the land, subject to the provisions of PARTE of the Agency Grant Deed during the period
of time when the HUD Capital Advance Documents are in effect.
DEVELOPER
TELACU Housing - San Bernardino Y, Inc.,
a California non-profit public benefit corporation
Date:
By:
Its:
By:
Its:
[NOTARY JURAT ATTACHED]
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EXHIBIT "A"
LEGAL DESCRIPTION OF THE PROPERTY
All that certain real property situated in the County of San Bernardino, State of California,
described as follow:
Parcel No. I: APN 0134-093-043
Lot 8, Block 26, according to the map of the City of San Bernardino, County of San Bernardino,
State of California, as per map recorded in Book 7, Page 1 of Maps, in the Office of the County
Recorder of said County.
Excepting therefrom the North 50 feet;
And
The West 50 feet of Lot I, Block 26, according to map of the City of San Bemardino, County of
San Bernardino, State of California, as per map recorded in Book 7, Page 1 of Maps, in the
Office of the County Recorder of said County.
Parcel No.2: APN 0134-093-020
That portion of Lot 1, Block 26, City of San Bernardino, in the City of San Bernardino, County of
San Bernardino, State ofCalifomia, as per map recorded in Book 7, Page I of Maps, in the Office
of the County Recorder of said County.
Beginning at a point 50 feet East of the Southwest comer of said Lot 1;
Thence running North 150 feet, more or less, to the North line of Lot 1;
Thence East 50 feet;
Thence South 150 feet, more or less, to South line of said lot;
Thence West 50 feet to the Point of Beginning.
Parcel No.3: APN 0134-093-019
That portion of Lot 1, Block 26, of the City of San Bernardino, County of San Bernardino, State of
California, as per map recorded in Book 7, Page I of Maps, in the Office of the County
Recorder of said County, described as follows:
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Beginning at a point on the South line of said Lot I, 150 feet 4 inches from the Southeast comer of
said lot;
Thence Westerly along the South line of said lot, 48 feet, more or less, to the Southwest comer
of the land conveyed to A. F. Beasley, et al, by Deed Recorded in Book 58, Page 425, of deeds;
Thence North along the East line of the land conveyed to Beasley, 150 feet, more or less to the
North line of Lot I;
Thence East along the North line of Lot 1,48 feet, more or less, to a point ISO feet 4 inches
West of the Northeast comer of said Lot I;
Thence South to the Point of Beginning.
Parcel No. 4:APN 0134-093-045 portion
That portion of Lot I, Block 26, according to the map of the City of San Bernardino, County of
San Bernardino, State of California, as per plat recorded in Book 7 of Maps, Page I, Records of
said county, described as follows:
Beginning on the West line of"O" Street 99 feet 9 1/3 inches North of the Southeast comer of
said Lot I;
Thence North along "0" Street, 49 feet 10213 inches, more or less, to the Northeast comer of
said Lot I;
Thence West along the North line of said Lot I, a distance of 150 feet;
Thence South 49 feet 10 2/3 inches, more ofless to a point 99 feet 9 1/3 inches North of the
South line of said Lot I;
Thence East 150 feet to the Point of Beginning.
Parcel No. 5:APN 0134-093-045 portion
All that portion of Lot I, Block 26, according to the map of the City of San Bernardino, County
of San Bernardino, State of California, as per Plat recorded in Book 7 of Maps, Page I, Records
of said County, described as follows:
Beginning at the Southeast comer of said Lot I;
Thence North 99 feet 9 1/3 inches;
Thence West 150 feet 4 inches;
Thence South 99 feet 9 1/3 inches to the South line of said Lot I;
Thence East 150 feet 4 inches to the Point of Beginning.
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EXHIBIT "E"
Scope of Development
A. General Proiect Descriotion
The Site contains approximately 74,488 square feet. The Project shall consist of the
construction of seventy-four (74) one-bedroom units designated as affordable housing for
senior citizens of low income and one (I) two (2)-bedroom manager's unit as defined by
federal law and regulations, and one (I) two (2)-bedroom managers unit.
B. Design Obiectives
The following is a statement of design objectives for development of the Site:
I. The creation and achievement of an attractive and pleasant environment reflecting
a high level of concern for architectural and urban design principles both in terms
of the development itself and its compatibility and suitability with the surrounding
community.
2. The provision of a pleasing, safe and well-maintained living environment and
vehicle parking in an urban environment.
c. Develooment Standards
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The Project shall be designed and constructed in accordance with the approved terms and
conditions of approval of the land use entitlements approved by the City of San
Bernardino for this Project, attached hereto and incorporated herein by reference.
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EXHIBIT "F"
Agency Regulatory Agreement
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
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Redevelopment Agency
of the City of San Bernardino
Attention: Interim Executive Director
201 North "E" Street, Suite 301
San Bernardino, California 9240 I
NO RECORDING FEE PURSUANT TO
GOVERNMENT CODE SECTION 27383
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
AGENCY REGULATORY AGREEMENT
AND
AFFORDABLE SENIOR CITIZEN RESIDENTIAL HOUSING DEVELOPMENT
DECLARATION OF RESTRICTIVE COVENANTS
(Health and Safety Code Section 33334.2)
This Agency Regulatory Agreement and Affordable Senior Citizen Residential Housing
Development Declaration of Restrictive Covenants (the "Agency Regulatory Agreement") is
made and entered into as of this _ day of , 2009, by and between the Redevelopment
Agency of the City of San Bernardino, a public body, corporate and politic (the "Agency"), and
TELACU Housing - San Bernardino V, Inc., a California non-profit public benefit corporation
(the "Developer").
--RECITALS--
A. The Agency and the Developer have entered into the 2009 Affordable Senior
Citizen Rental Housing Low and Moderate Income Housing Funds Grant Disposition and
Development Agreement, dated as of _, 2009 (the "Agreement"). A copy of
the Agreement is on file with the Agency Secretary.
B. Pursuant to the terms of the Agreement, the Agency will provide resources to the
Developer for improvement of the "Project" subject to the conditions of the "HUD Capital
Advance Documents", as these terms are more specifically described in the Agreement, and the
Agency has agreed to provide the Developer with an Agency Low and Moderate Income
Housing Funds Affordable Housing Grant (the "Agency Affordable Housing Grant") in support
of the Project, subject to certain conditions.
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C. In consideration for the Agency Affordable Housing Grant, the Developer has
agreed to maintain a certain number of the rental dwelling units in the Project as available at
"affordable rent" to low-income Senior Citizen Households as these terms are defined in the
Agreement for the term of this Agency Regulatory Agreement and to further agree to observe all
the terms and conditions set forth below.
D. The Agency has agreed to provide the Agency Affordable Housing Grant on the
condition that the Project be maintained and operated in accordance with Health and Safety Code
Sections 33334.2 and 33413 and in accordance with certain additional restrictions concerning
affordability, operation, and maintenance of the Project, as specified in this Agency Regulatory
Agreement.
E. In order to ensure that the Project will be used and operated in accordance with
these conditions and restrictions, the Agency, and the Developer wish to enter into this Agency
Regulatory Agreement for themselves and their successors and assigns.
THEREFORE, THE REDEVELOPMENT AGENCY OF THE CITY OF SAN
BERNARDINO, ITS SUCCESSORS AND ASSIGNS, AND TELACU HOUSING-SAN
BERNARDINO V, INC., ITS SUCCESSORS AND ASSIGNS, HEREBY COVENANT AND
AGREE AS FOLLOWS:
ARTICLE I
DEFINITIONS
I. I. Definitions. When used in this Agency Regulatory Agreement, certain terms and
phrases as denoted by an initially capitalized letter shall have the same meaning as found in the
Agreement unless the specific context of the usage of a term or phrase may otherwise require,
and certain additional defined terms which appear below in this Section I.I shall have the
meaning in this Agency Regulatory Agreement as ascribed below:
a. "Adjusted Income" shall mean the total anticipated annual income of all persons
in a household which occupies (or is proposed to occupy) a Restricted Unit as
calculated in accordance with 25 California Code of Regulations Section 6914 or
pursuant to a successor state housing program regulation that utilizes a reasonably
similar method of calculation of adjusted annual income. In the event that no
such program exists, the Agency shall provide the Developer with a reasonably
similar method of calculation of adjusted income as provided in 25 California
Code of Regulations Section 6914.
b. " Agency Regulatory Agreement" shall mean this Agency Regulatory Agreement
and Affordable Senior Citizen Residential Housing Development Declaration of
Restrictive Covenants.
c. "Agreement" means that certain 2009 Affordable Senior Citizen Rental Housing
Low and Moderate Income Housing Funds Grant Disposition and Development
Agreement dated as of _, 2009, by and between the Developer
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and the Agency. A copy of the Agreement is on file with the Agency Secretary
and is incorporated herein by this reference.
d. "Certificate of Occupancy Date" means the date of issuance by the City of the
initial certificate of occupancy for the Project.
e. "City" shall mean the City of San Bernardino, California.
f. "Closing Date" shall mean the date of recordation of this Agency Regulatory
Agreement.
g. "Developer" shall mean TELACU Housing - San Bernardino V, Inc., a California
nonprofit public benefit corporation.
h. "Lower Income" shall mean the annual income for lower income households with
an Adjusted Income as established and amended from time-to-time pursuant to
Section 8 ofthe United States Housing Act of 1937, as amended, and as published
by the State of California Department of Housing and Community Development.
l. "Management Agent" shall mean the experienced management agent selected by
the Developer for the management ofthe Project as provided in Section 5.2 of this
Agency Regulatory Agreement.
J. "Rent" shall mean the total of each monthly payment by the tenants of a
Restricted Unit to the Developer for the following: use and occupancy of the
Restricted Unit and land and associated facilities, including parking (other than
parking services acquired by tenants on an optional basis), any separately charged
fees or service charges assessed by the Developer which are required of all
tenants, other than security deposits, the cost of an adequate level of service for
utilities paid by the tenant, including garbage collection, sewer, common area,
water, electricity, gas and other heating, and refrigeration costs, but not telephone
service, any other interest, taxes, fees or charges for use of the land or associated
facilities and assessed by a public or private entity other than the Developer, and
paid by the tenant.
k. "Restricted Units" shall mean the seventy-four (74) Units which are affordable
Rent - restricted pursuant to this Agency Regulatory Agreement.
I. "Senior Citizen Household" shall mean and refer to a person or family eligible to
occupy a rental dwelling Restricted Unit at the Project under the HUD Capital
Advance Documents and the Agency Grant Deed, who is/are at the time of initial
occupancy of the rental dwelling Restricted Unit:
I. a person(s) sixty-two (62) years of age or older; and, if applicable.
2. provided at least one (I) member of the family is sixty-two (62) years of
age or older, a "qualified permanent resident", as this term is defined in
California Civil Code Section 51.3(b)(2) and (3). The occupancy of each
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Restricted Unit shall be limited to a maximum of two (2) senior citizens at
any time.
m. "Site" shall mean the real property described in Exhibit "A" attached hereto and
incorporated herein.
n. "Term" shall mean the period of fifty-five (55) years, beginning on the date of
recordation of the Agency Regulatory Agreement and ending on the fifty-fifth
(55th) anniversary following such date.
o. "Units" shall mean the seventy-four (74) Restricted nits and the one (I) two
bedroom manager's dwelling unit to be constructed by the Developer on the Site.
ARTICLE 2
SENIOR CITIZEN HOUSEHOLD RESTRICTED UNITS
-- RENT AND OCCUPANCY AFFORDABILITY COVENANTS--
2.1. Occuoancv Requirement. During the first forty (40) years of the Term of this
Agreement not less than seventy-four (74) of the Units (the "Restricted Units") shall be rented or
occupied by, or if vacant, available for rental and occupancy by Lower Income Senior Citizen
Households. Thereafter for the additional fifteen (l5)-year Term of this Agreement, the
Restricted Units shall be rented and occupied by, or if vacant, available for rental and occupancy
by low-income senior tenants as defined in Health and Safety Code Section 50093.
2.2. Allowable Rent for Restricted Units.
a. Subject to Section 2.3 below, the Rent charged the occupants of the Restricted
Units shall not exceed thirty percent (30%) of one-twelfth of the Adjusted Income, adjusted for
household size.
b. In calculating the allowable Rent for the Restricted Units, the household size shall
be assumed to be one (I) person per Restricted Unit.
c. At least one hundred eighty (180) calendar days prior to increasing Rent on any
Restricted Unit, the Developer shall submit to the Agency for review and approval a written
request for such increase. Households occupying Restricted Units shall be given at least ninety
(90) calendar days written notice prior to any increase in Rent.
Rent for a Restricted Unit may only be increased one time per year and the Rent levels
following an increase, or upon a new occupancy, shall not exceed the applicable Rent levels set
forth in Section 2.2.a., above.
2.3. Increased Income of a Senior Citizen Household Occuoancv of a Restricted Unit.
a. In the event, upon recertification of an occupant household's income for a
Restricted Unit, the Developer discovers that a Lower Income household no longer qualifies as a
Lower Income household, then such household shall not be required to vacate the Project and the
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Rent chargeable to that household shall be increased to an amount of Rent which is the lesser
amount of (i) thirty percent (30%) of that household's actual monthly income; or (ii) the amount
payable by the tenant under State or local law. However, when the Restricted Unit is vacated by
that household the Restricted Unit shall be rented to a Lower Income household at the Rent level
allowed in Section 2.2 for a Restricted Unit as of the date of commencement of such a new
occupancy. Moreover, a Restricted Unit occupied by a Lower Income household shall be
deemed, upon the termination of such Lower Income household's tenancy to be continuously
occupied by a Lower Income household until that Restricted Unit is reoccupied.
b. If the Project is subject to state or federal rules governing low-income housing tax
credits, the provisions of those rules regarding continued occupancy by, and Rent charged to,
households whose incomes exceed the eligible income limitation shall apply in place of the
provisions set forth in Section 2.3.a., above.
2.4. Lease Provisions.
a. The Developer shall include in leases or rental agreements for all Restricted Units
provisions which authorize the owner to immediately terminate the tenancy of any household
one or more of whose members misrepresented any fact material to the household's qualification
as a Lower Income and/or Senior Citizen Household and for all Restricted Units (except the on-
site manager's unit) any misrepresentation relating to the Senior Citizen Household qualification.
Each lease or rental agreement for a Restricted Unit shall also provide that the household is
subject to annual certification in accordance with Section 4. I below, and that, if the household's
income increases above the applicable limits for a Lower Income household such household's
Rent may be subject to increase to the lesser of (i) thirty percent (30%) of that household's actual
adjusted monthly income; or (ii) the amount payable by the Tenant under the State or local law,
or the household may be required to vacate the Restricted Unit.
b. The leases for Restricted Units shall provide that if the Project is subject to State
or federal rules governing low-income housing tax credits, the provisions of those rules
regarding continued occupancy by, and increases in Rent for households whose incomes exceed
the eligible income limitation shall apply in place of the provisions set forth in Section 2.4.a,
above.
2.5. HUD Compliance. During the period of time when the HUD Capital Advance
Documents are in effect with respect to the Project, compliance by the Developer with the
requirements of the HUD Section 202 program and the HUD Capital Advance Documents
including the form of tenant lease approved by HUD shall be deemed compliance by the
Developer with requirements of this ARTICLE 2, and Section 3.1, and ARTICLE 4, and in the
event of a conflict between any such provision of this Agreement and the HUD Capital Advance
Documents, the requirements of the HUD Capital Advance Documents shall control.
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ARTICLE 3
OPERATION AND MAINTENANCE OF THE PROJECT
3.1. Use as Senior Citizen Rental Housing. The Project shall be operated only as
rental housing for Senior Citizen Households, except for not more than one (1) of the Units
which may be used and occupied by on-site resident manager(s) employed by the Developer
and/or the Management Agent. No part of the Project shall be operated as transient housing.
3.2. Comoliance with the Agreement. The Developer shall comply with all the terms
and provisions of the Agreement.
3.3. rRESERVED--NO TEXTl
3.4. Taxes and Assessments. The Developer shall pay all real and personal property
taxes, assessments and charges and all franchise, income, employment, withholding, sales, and
other taxes assessed against it, or payable by it, at such times and in such marmer as to prevent
any penalty from accruing, or any lien or charge from attaching to the Site; provided, however,
that the Developer shall have the right to contest in good faith, any such taxes, assessments, or
charges. In the event the Developer exercises its right to contest any tax, assessment, or charge
against it, the Developer, on final determination of the proceeding or contest, shall immediately
payor discharge any decision or judgment rendered against it, together with all costs, charges
and interest. This Section 3.4 shall in no way limit the Developer's right to apply for property
tax exemption(s) and other tax exemptions which may otherwise be available to the Developer.
3.5. Nondiscrimination. Except as otherwise required by the rental requirements of
the HUD Section 202 program and the HUD Capital Advance Documents, all of the Units shall
be available for occupancy on a continuous basis to Senior Citizen Household members of the
general public (who are also income eligible with respect to the Restricted Units). The
Developer shall not give preference to any particular class or group of persons in renting the
Units. There shall be no discrimination against or segregation of any person or group of persons,
on account of race, color, creed, religion, sex, sexual orientation, age, marital status, national
origin, or ancestry, including all other protected classes of persons and groups of persons as may
be considered as such by any local, State or Federal law and as shall be required pursuant to
Health & Safety Code Section 33435 and Section 33436, in the leasing, subleasing, transferring,
use, occupancy, tenure, or enjoyment of any Unit. Neither the Developer nor any person
claiming under or through the Developer, shall 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 any Unit or in connection
with the employment of persons for the operation and management of any Unit. All deeds,
leases or contracts made or entered into by the owner as to the Units or the Site or portion
thereof, shall contain covenants prohibiting discrimination as prescribed herein. The Developer
shall include a statement in all advertisements, notices and signs for the availability of Units for
rent to the effect that the owner is an Equal Housing Opportunity provider.
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ARTICLE 4
SENIOR CITIZEN HOUSEHOLD AND INCOME
CERTIFICATION AND REPORTING
4.1. Age and Income Certification.
a. The Developer shall obtain and complete prior to initial occupancy and thereafter
maintain on file income certifications from each tenant household renting any of the Restricted
Units. The Developer shall make a good faith effort to verify that the income provided by an
applicant or occupying Senior Citizen Household in an income certification is accurate by taking
one or more of the following steps as part of the verification process: (1) obtain an income tax
return for the most recent tax year; (2) conduct a credit agency or similar search; (3) obtain an
income verification form from the applicant's current employer; (4) obtain an income
verification form from the United States Social Security Administration and/or the California
Department of Social Services if the applicant receives assistance from either of such agencies;
or (5) if the applicant is unemployed and has no such tax return, obtain another form of
independent verification. On the anniversary of the occupancy of such Restricted Unit the
Developer shall recertify the household income of the Senior Citizen Household occupying the
Restricted Unit. Copies of tenant income certification shall be available to the Agency upon
request.
b. The Developer shall verifY, prior to the occupancy of each Restricted Unit, that
the Senior Citizen Household satisfies the requirements of a Senior Citizen Household as
provided in the Agreement. Thereafter, the Developer shall annually verifY that the Senior
Citizen Household retains its qualification as a Senior Citizen Household. For purposes of this
Section 4.1.b, the Developer may conclusively rely upon the evidence of the age of the
occupant(s) of the Restricted Unit as presented in a valid California Driver's License, other form
of identification issued by the State or federal government which includes a date of birth.
4.2. Annual Restricted Unit Rental Affordabilitv Report to the Agencv. Commencing
on the June 30 next following the Certification of the Occupancy Date and on each June 30
thereafter during the Term of the Agency Regulatory Agreement, the Developer shall submit a
report to the Agency, in a form approved by the Agency. The annual report shall include for
each Restricted Unit covered by this Agency Regulatory Agreement, the Rent and the income
and family size of the Senior Citizen Household occupying the Restricted Unit. The report shall
also state the date the tenancy commenced for each Restricted Unit and such other information as
the Agency may be required by law to obtain; provided, however, that the Agency shall take
reasonable steps to maintain the confidential nature of the information contained therein relating
to any Restricted Unit.
4.3. Additional Information. The Developer shall provide any additional information
reasonably requested by the Agency, including, without limitation, such Project-related income
and expense accounting information. The Agency shall have the right to examine and make
copies of all books, records or other documents of the Developer which pertain to any Unit;
provided, however, that the Agency shall take reasonable steps to maintain the confidential
nature of the information contained therein.
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4.4. Records. The Developer shall maintain complete, accurate and current records
pertaining to the Units, and shall permit any duly authorized representative of the Agency
(during business hours and upon not less than seventy-two (72) hours notice) to inspect records,
including records pertaining to income and household size of tenant households of Restricted
Units; provided, however, that the Agency shall take reasonable steps to maintain the
confidential nature of the information contained therein relating to any household.
ARTICLE 5
PROPERTY MANAGEMENT
5.1. Management Responsibilities. The Developer shall be responsible for
management of the Project, including, without limitation, the selection of tenants, certification
and recertification of household size, and income for the Restricted Units and the age of the
head-of-household of all Restricted Units, evictions, collection of rents and deposits,
maintenance, landscaping, routine and extraordinary repairs, replacement of capital items, and
security. The Agency shall have no responsibility for the management or operation of the Site or
the Project.
5.2. Management Agent. The Project shall at all times be managed by an experienced
management agent (the "Management Agent") reasonably acceptable to the Agency, with
demonstrated ability to operate senior citizen residential rental facilities similar to the Project in a
manner that will provide decent, safe, and sanitary housing. For the purposes hereof, if the
Developer directly performs the functions of the Management Agency by its employees or by
means of a service contract with an entity owned or controlled by the Developer, such a
Management Agent shall be deemed approved by the Agency. Ifthe Management Agent is an
entity or person other than the Developer, its employees or an entity owned or controlled by the
Developer, the Developer shall submit for the Agency's approval the identity of any proposed
Management Agent together with additional information relevant to the background, experience
and financial condition of any proposed Management Agent as reasonably requested by the
Agency. If the proposed Management Agent meets the standard for a qualified Management
Agent as set forth above, the Agency shall approve the proposed Management Agent by
notifYing the Developer in writing. Unless the proposed Management Agent is disapproved by
the Agency within thirty (30) calendar days, which disapproval shall state with reasonable
specificity the basis for disapproval, it shall be deemed approved. The Developer is hereby
approved by the Agency as the Management Agent for the Project. Any Management Agent
approved by HUD during the term of the HUD Capital Advance Documents shall be deemed
approved by the Agency.
5.3. Maintenance of the Site and the Project.
a. The Developer shall maintain the Site and the Project in good repair and a neat,
clean and orderly condition, ordinary wear and tear excepted. In the event that, at any time
during the term of this Agency Regulatory Agreement, there is an occurrence of an adverse
condition on any area of the Site in contravention of the general maintenance standard described
above (a "Maintenance Deficiency"), then the Agency shall notify the Developer in writing of
the Maintenance Deficiency and give the Developer (60) calendar days from receipt of such
notice to cure the Maintenance Deficiency as identified in the notice. In the event the Developer
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fails to cure or commence to cure the Maintenance Deficiency within the time allowed, the
Agency may conduct a public hearing following transmittal of written notice thereof to the
Developer ten (10) calendar days prior to the scheduled date of such public hearing in order to
verify whether a Maintenance Deficiency exists and whether the Developer has failed to comply
with the provision of this Section 5.3.a. If, upon the conclusion of a public hearing, the Agency
makes a finding that a Maintenance Deficiency exists and that there appears to be non-
compliance with the general maintenance standard, as described above, thereafter the Agency
shall have the right, but not the obligation, to enter the Site and perform all acts necessary to cure
the Maintenance Deficiency, or 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 5.3.a shall become a
lien on the Site. If the amount of the lien is not paid within thirty (30) calendar days after written
demand for payment by the City or by the Agency has been presented to the Developer, the
Agency shall have the right to enforce the lien in the manner as provided in Section 5.3.c.
b. Graffiti which is visible from any public right-of-way which is adjacent or
contiguous to the Site shall be removed by the Developer from any exterior surface of a structure
or improvement on the Site by either painting over the evidence of such vandalism with a paint
which has been color-matched to the surface on which the paint is applied, or graffiti may be
removed with solvents, detergents or water as appropriate. In the event that graffiti is placed on
the Site and such graffiti is visible from an adjacent or contiguous public right-of-way and
thereafter such graffiti is not removed within seventy-two (72) hours following the time of its
application; then in such event and without notice to the Developer, the Agency shall have the
right, but not the obligation, to enter the Site and to remove the graffiti. Notwithstanding any
provision of Section 5.3 to the contrary, any sum expended by the Agency for the removal of
graffiti from the Site as authorized by this Section 5.b, shall become a lien on the Site. If the
amount of the lien is not paid within thirty (30) calendar days after written demand for payment
by the Agency to the Developer, the Agency shall have the right to enforce its lien in the manner
as provided in Section 5.3c.
c. The parties hereto further mutually understand and agree that the rights conferred
upon the Agency under this Section 5.3 expressly include the power to establish and enforce a
lien or other encumbrance against the Site, or any portion thereof, in the manner provided under
California Civil Code Sections 2924, 2924b and 2924c in the amount reasonably necessary to
restore the Site to the maintenance standard required under Section 5.3.a, or Section 5.3.b,
including reasonable attorneys' fees and costs of the Agency associated with the abatement of
the Maintenance Deficiency or removal of graffiti and the collection of the costs of the Agency
in connection with such action. The provisions of this Section 5.3 shall be a covenant running
with the land for the Term of the Agency Regulatory Agreement and shall be enforceable by the
Agency, and its successors and assigns. Nothing in the foregoing provisions of this Section 5.3
shall be deemed to preclude the Developer from making any alterations, additions, or other
changes to any structure or improvement or landscaping on the Site, provided that such changes
comply with applicable law. No lien as may arise under this Section 5.3 shall interfere with or
be superior to the security interest of any mortgage secured by the Site.
d. Notwithstanding the foregoing provisions of this Section 5.3, during the term of
the HUD Capital Advance Documents, the Agency shall not enter the Site, except in an
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emergency, without the prior written approval of HUD, and any lien of the Agency authorized
under this Section 5.3 shall also be subject to the prior written approval ofHUD.
5.4. Insurance Coverage. The Developer shall cause to have in full force and effect
during the term of this Agency Regulatory Agreement, insurance coverage as follows:
(i) If any building or improvements erected by the Developer on the Site shall be
damaged or destroyed by an insurable cause, the Developer shall, at its own cost
and expense, diligently repair or restore the Site and the Project consistent with
the original plans and specifications for the Project. Such work or repair shall be
commenced within one hundred twenty (120) calendar days after the damage or
loss occurs and shall be completed within one year thereafter. All insurance
proceeds collected for such damage or destruction shall be applied to the cost of
such repairs or restoration and, if such insurance proceeds shall be insufficient for
such purpose, the Developer shall make up the deficiency;
(ii) a policy of comprehensive general liability insurance written on a per occurrence
basis in an amount not less than either (i) a combined single limit of One Million
Dollars ($1,000,000.00) or (ii) bodily injury limits of Five Hundred Thousand
Dollars ($500,000.00) per person, One Million Dollars ($1,000,000.00) per
occurrence, One Million Dollars ($1,000,000.00) products and completed
operations and property damage limits of Five Hundred Thousand Dollars
($500,000.00) per occurrence and Five Hundred Thousand Dollars ($500,000.00)
in the aggregate.
(ili) a policy of workers' compensation insurance in such amount as will fully comply
with the laws of the State of California and which shall indemnify, insure and
provide legal defense for both the Developer, the Agency, and the City against
any loss, claim or damage arising from any injuries or occupational diseases
occurring to any worker employed by or any persons retained by the Developer in
the course of carrying out the activities in this Agency Regulatory Agreement.
(iv) a policy of comprehensive automobile liability insurance written on a per
occurrence basis in an amount not less than either (i) bodily injury liability limits
of Two Hundred Fifty Thousand Dollars ($250,000.00) per person and Five
Hundred Thousand Dollars ($500,000.00) per occurrence and property damage
liability limits of One Hundred Thousand Dollars ($100,000.00) per occurrence
and One Hundred Thousand Dollars ($100,000.00) in the aggregate or (il)
combined single limit liability of Five Hundred Thousand Dollars ($500,000.00).
Said policy shall include coverage for owned, non-owned, leased and hired
vehicles.
All of the above policies of insurance shall be primary insurance and shall name the City
and the Agency, and their officers, employees, and agents as additional insureds. The insurer
shall waive all rights of subrogation and contribution it may have against the City and the
Agency and their officers, employees and agents and their respective insurers. All of said
policies of insurance shall provide that said insurance may not be amended or canceled without
providing thirty (30) calendar days prior written notice by registered mail to the Agency. In the
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event any of said policies of insurance are canceled, the Developer shall, prior to the cancellation
date, submit new evidence of insurance in conformance with this Section to the Interim
Executive Director of the Agency. No operation of the Project shall commence until the
Developer has provided the Agency with certificates of insurance or appropriate insurance
binders evidencing the above insurance coverages, and said certificates of insurance or binders
are approved by the Agency.
The policies of insurance required by this Agreement shall be satisfactory only if issued
by companies qualified to do business in California, rated at least "A(vii)" or better in the most
recent edition of Bests Insurance Rating Guide or an equivalent rating in The Key Rating Guide
or in the Federal Register unless such requirements are modified or waived by the Interim
Executive Director of the Agency due to unique circumstances.
Compliance by the Developer with the insurance requirements of HUD under the HUD
Capital Advance Documents shall be deemed to meet the foregoing requirements during the
period that the HUD Capital Advance Documents are in eflect so long as the Agency, the City
and their officers, employees, and agents are named as additional insureds on all said policies as
evidenced by certificates of insurance issued to the City and the Agency.
The Developer agrees that the provisions of this Section shall not be construed as limiting
in any way the extent to which the Developer may be held responsible for the payment of
damages to any persons or property resulting from the Developer's activities or the activities of
any person or persons for which the Developer is otherwise responsible.
Upon prior written notice from the Agency to the Developer, the Developer, at its sole
cost and expense, shall immediately increase any insurance policy coverage amounts and the
Developer shall immediately obtain and maintain additional insurance policies in such coverage
amounts as reasonably determined by the Agency; provided, however, during the term of the
HUD Capital Advance Documents, any such increase shall require HUD's prior approval and
any such requested increases, whether or not made during the term of the HUD Capital Advance
Documents, must be reasonable.
ARTICLE 6
MISCELLANEOUS AND PRIORITY OF HUD
CAPn AL ADVANCE DOCUMENTS
6.1. Term. The provisions of this Agency Regulatory Agreement shall apply to the
Site for the entire Term. This Agency Regulatory Agreement shall bind any successor, heir or
assign of the Developer, whether a change in interest occurs voluntarily or involuntarily, by
operation of law or otherwise, with or without the approval of the Agency, except as expressly
released by the Agency.
6.2. Priority of HUD Capital Advance Documents. This Agency Regulatory
Agreement shall be subject to and subordinate to the terms and provisions of the HUD Capital
Advance Documents and any other documents entered into by and between the Developer and
the Secretary of Housing and Urban Development ("Secretary of HUD") in connection with the
improvement or operation of the Project. Notwithstanding anything contained herein to the
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contrary, in the event the Secretary ofHUD should take title to the Site through foreclosure, deed
in lieu of foreclosure, or otherwise, all covenants, conditions and restrictions set forth in this
Agency Regulatory Agreement shall cease and terminate and be of no further force or effect.
Notwithstanding anything in this Agency Regulatory Agreement to the contrary, in the event any
provision in this Agency Regulatory Agreement tends to contradict, modify, or in any way
change the terms of the HUD Capital Advance Documents, the terms of the HUD Capital
Advance Documents shall prevail and govern; or if any provision of this Agency Regulatory
Agreement in any way tends to limit the Secretary of HUD in its administration of the National
Housing Act of 1937, as amended, or the Housing Act of 1959, as amended, or the regulations
pursuant thereto, this Agency Regulatory Agreement shall be deemed amended so as to comply
with such acts, regulations and the HUD Capital Advance Documents.
6.3. rRESERVED--NO TEXT]
6.4. Non-Liabilitv of Officials. Emplovees and Agents. The Agency shall not be
personally liable to the Developer for any obligation created under the terms of this Agency
Regulatory Agreement except in the case of actual fraud or willful misconduct by such person.
6.5. Covenants to Run With the Land. Subject to the provisions of Section 6.2, the
Agency and the Developer hereby declare their express intent that the conditions, covenants and
restrictions set forth in this Agency Regulatory Agreement are affordable redevelopment housing
covenants and that each and every provision of this Agency Regulatory Agreement shall run with
the land, and shall bind all successors-in-title to the Site and/or to the Project; provided, however,
that on the expiration of the Term of this Agency Regulatory Agreement said conditions,
covenants and restrictions shall expire.
6.6. Enforcement bv the Agencv. If the Developer fails to perform any obligation
under this Agency Regulatory Agreement, and fails to cure the default within thirty (30) calendar
days after the Agency has notified the Developer in writing of the default or, if the default cannot
be cured within thirty (30) calendar days, fails to commence to cure within thirty (30) calendar
days and thereafter fails to diligently pursue such cure, the Agency shall have the right, but not
the obligation, to enforce this Agency Regulatory Agreement by any or all of the following
actions, or any other remedy provided by law:
a. Action to Compel Performance or for Damages. The Agency may bring an action
at law or in equity to compel the performance of the obligations of the Developer
under this Agency Regulatory Agreement, and/or for damages; provided that
during the term of the HUD Capital Advance Documents, HUD has consented in
writing to any such enforcement action;
b. Enforce Liens. The Agency may enforce and execute upon the lien rights of the
Agency as conferred under Section 5.3 of this Agency Regulatory Agreement;
provided that during the term of the HUD Capital Advance Documents, HUD has
consented in writing to any such lien.
6.7. Attornevs' Fees and Costs. In any action brought to enforce this Agency
Regulatory Agreement, the prevailing party shall be entitled to all costs and expenses of suit,
including attorneys' fees and court costs. This section shall be interpreted in accordance with
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California Civil Code Section 1717 and judicial decisions interpreting that statute. For the
purposes of this Section 6.7, the salary, fringe benefits and overhead expenses of lawyers
employed in the Office of the City Attorney of the City of San Bernardino shall be deemed to be
attorney's fees. In the event HUD acquires title to the Property in accordance with and/or under
the HUD Capital Advance Documents, HUD shall not have any liability under this Section 6.7 of
this Agency Regulatory Agreement.
6.8. Recording and Filing. The Agency and the Developer shall cause this Agency
Regulatory Agreement, and all amendments and supplements to it, to be recorded in the Official
Records of the County of San Bernardino, California.
6.9. Governing Law. This Agency Regulatory Agreement shall be governed by the
laws of the State of California, except those provisions preempted by federal law.
6.10. Amendments. This Agency Regulatory Agreement may be amended only by a
written instrument executed by all the parties hereto or their successors-in-title, and duly
recorded in the real property records of the County of San Bernardino, California; provided
however, that during the period of time when the provisions of the HUD Capital Advance
Documents are in effect, this Agency Regulatory Agreement may not be amended without the
prior written approval of the Secretary ofHUD.
6.11. Notice. All notices given or certificates delivered under this Agency Regulatory
Agreement shall be deemed received on the delivery or refusal date shown on the delivery
receipt, if: (i) personally delivered by a commercial service which furnishes signed receipts of
delivery, or (ii) mailed by certified mail, return receipt requested, postage prepaid, addressed as
shown on the signature page. Any of the parties may, by notice given hereunder, designate any
further or different addresses to which subsequent notices, certificates or communications shall
be sent.
6.12. Severabilitv. If any provision of this Agency Regulatory Agreement shall be
invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining
portions of this Agency Regulatory Agreement shall not in any way be affected or impaired
thereby.
6.13. fRESERVED--NO TEXT.
6.14. Relationship of the Parties. The relationship between the Agency and the
Developer during the term of this Agency Regulatory Agreement shall not be construed as a joint
venture, equity venture, or partnership. The Agency does not undertake nor assume any
responsibility or duty to the Developer or any third party with respect to the ownership of the
Site or the operation of the Project or the actions of the Developer. The Developer shall have no
authority to act as an agent of the Agency or to bind the Agency to any obligation.
6.15. Waiver. Any waiver by the Agency of any obligation in this Agency Regulatory
Agreement must be in writing. No waiver will be implied from any delay or failure by the
Agency to take action on any breach or default of the Developer or to pursue any remedy
allowed under this Agency Regulatory Agreement or applicable law. Any extension of time
granted to the Developer to perform any obligation under this Agency Regulatory Agreement
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shall not operate as a waiver or release from any of its obligations under this Agency Regulatory
Agreement. Consent by the Agency to any act or omission by the Developer shall not be
construed to be a consent to any other or subsequent act or omission or to waive the requirement
for the Agency's written consent to future waivers.
6.16. Other Agreements. The Developer represents that it has not entered into any
agreements that would restrict or compromise its ability to comply with the terms of this Agency
Regulatory Agreement. Except for the HUD Capital Advance Documents and any other
documents required by HUD under the HUD Section 202 program, the Developer shall not enter
into any agreements that are inconsistent with the terms of this Agency Regulatory Agreement
without the express approval by the Agency in writing.
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IN WITNESS WHEREOF, the Agency and the Developer have for themselves and their
successors and assigns executed this Agency Regulatory Agreement by duly authorized
representatives in counterpart original copies, all as of the date first written above.
AGENCY
Redevelopment Agency
of the City of San Bernardino
By:
Emil A. Marzullo, Interim Executive Director
Date:
Approved as to Form and Legal Content:
By:
Agency Counsel
DEVELOPER
TELACU Housing-San Bernardino V, Inc., a
California non-profit public benefit corporation
Date:
By:
By:
[ALL OFFICER/PRINCIPAL
SIGNATURES TO BE NOTARIZED]
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EXHIBIT "A"
LEGAL DESCRIPTION OF THE PROPERTY
All that certain real property situated in the County of San Bernardino, State of California,
described as follow:
Parcel No. ]: APN 0134-093-043
Lot 8, Block 26, according to the map of the City of San Bernardino, County of San Bernardino,
State of California, as per map recorded in Book 7, Page I of Maps, in the Office of the County
Recorder of said County.
Excepting therefrom the North 50 feet;
And
The West 50 feet of Lot ], Block 26, according to map of the City of San Bernardino, County of
San Bernardino, State of California, as per map recorded in Book 7, Page] of Maps, in the
Office of the County Recorder of said County.
Parcel No.2: APN 0134-093-020
That portion of Lot], Block 26, City of San Bernardino, in the City of San Bernardino, County of
San Bernardino, State of California, as per map recorded in Book 7, Page] of Maps, in the Office
of the County Recorder of said County.
Beginning at a point 50 feet East of the Southwest comer of said Lot ];
Thence running North ]50 feet, more or less, to the North line of Lot ];
Thence East 50 feet;
Thence South] 50 feet, more or less, to South line of said lot;
Thence West 50 feet to the Point of Beginning.
Parcel No.3: APN 0134-093-0]9
That portion of Lot], Block 26, of the City of San Bernardino, County of San Bernardino, State of
California, as per map recorded in Book 7, Page I of Maps, in the Office of the County
Recorder of said County, described as follows:
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Beginning at a point on the South line of said Lot I, 150 feet 4 inches from the Southeast comer of
said lot;
Thence Westerly along the South line of said lot, 48 feet, more or less, to the Southwest comer
of the land conveyed to A. F. Beasley, et al, by Deed Recorded in Book 58, Page 425, of deeds;
Thence North along the East line of the land conveyed to Beasley, 150 feet, more or less to the
North line of Lot I;
Thence East along the North line of Lot 1,48 feet, more or less, to a point 150 feet 4 inches
West of the Northeast comer of said Lot I;
Thence South to the Point of Beginning.
Parcel No. 4:APN 0134-093-045 portion
That portion of Lot 1, Block 26, according to the map of the City of San Bernardino, County of
San Bernardino, State of California, as per plat recorded in Book 7 of Maps, Page 1, Records of
said county, described as follows:
Beginning on the West line of"G" Street 99 feet 9 1/3 inches North of the Southeast comer of
said Lot 1;
Thence North along "G" Street, 49 feet 102/3 inches, more or less, to the Northeast comer of
said Lot 1;
Thence West along the North line of said Lot 1, a distance of150 feet;
Thence South 49 feet 10 2/3 inches, more ofless to a point 99 feet 9 1/3 inches North of the
South line of said Lot I;
Thence East 150 feet to the Point of Beginning.
Parcel No. 5:APN 0134-093-045 portion
All that portion of Lot I, Block 26, according to the map of the City of San Bernardino, County
of San Bernardino, State of California, as per Plat recorded in Book 7 of Maps, Page 1, Records
of said County, described as follows:
Beginning at the Southeast comer of said Lot 1;
Thence North 99 feet 9 1/3 inches;
Thence West 150 feet 4 inches;
Thence South 99 feet 9 1/3 inches to the South line of said Lot I;
Thence East 150 feet 4 inches to the Point of Beginning.
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