HomeMy WebLinkAboutR-42 EDAECONOMIC DEVELOPMENT AGENCY
OF THE CITY OF SAN BERNARDINO
FROM: Maggie Pacheco, Director SUBJECT: CONVEYANCE OF THE RESIDENTIAL
Housing & Community Development PARCEL LOCATED AT 571 MAGNOLIA
►-h ^> a f STREET (PROPERTY) TO NEIGHBORHOOD
DATE: August 24, 1999 HOUSING SERVICES OF THE INLAND
EMPIRE, INC. (NHS) AND TO PROVIDE A
GRANT TO NHS YOUTHBUILD PROGRAM
------------------------------------------------------------------------------ - - - - -- ----------------------------------------------------------------------------------------------------------------------
Synopsis of Previous Commission /Council /Committee Action(s):
On August 19, 1999, the Redevelopment Committee recommended that this item be forwarded to the Community
Development Commission for approval.
Recommended Motion(s):
(Community Development Commission)
MOTION: RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION APPROVING
AND AUTHORIZING THE EXECUTIVE DIRECTOR TO EXECUTE AN AGREEMENT
BETWEEN THE AGENCY AND NHS WHICH PROVIDES: (1) THE AGENCY WILL
DONATE THE PROPERTY LOCATED AT 571 MAGNOLIA STREET TO NHS FOR
CONSTRUCTION OF A SINGLE FAMILY HOUSING UNIT; (2) A $5,000 HOME (CHDO)
GRANT TO NHS TO ASSIST WITH THE DEVELOPMENT OF THE PROPERTY; AND
(3) NHS WILL BE REQUIRED TO SELL THE HOME TO A FIRST TIME LOW INCOME
HOMEBUYER, CONSISTENT WITH THE YOUTHBUILD PROGRAM AND HOME
REQUIREMENTS, AND RECYCLE SALE PROCEEDS FOR OTHER HOUSING
PROJECTS.
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Contact Person(s): Gary Van Osdel/ M. Pacheco Phone: 5081
Project Area(s) N/A Ward(s): 2 (Two)
Supporting Data Attached: ❑x Staff Report ❑X Resolution(s) 1]Agreement(s) /Contract(s) ❑ Map(s) ❑ Letter/Memo
FUNDING REQUIREMENTS Amount: $ 5,000 Source: HOME /CHDO Funds
Budget Authority:
SIGNATURE: -
� Gy��
4Ecomic Osdel, Executive rector `Maggie Pacheco, Director
Deve lopment ency Housing & Community Development
-- - ------------------------------------------------------------------------------------------------------------- - - - - -- ------------------------------------------------------------------------
Commission /Council Notes:
GV0:MP:1ag:99 -09 -07 NHS Youthbuild COMMISSION MEETING AGENDA
Meeting Date: 09/07/1999
Agenda Item Number:
ECONOMIC DEVELOPMENT AGENCY
STAFF REPORT
Conveyance of the Parcel Located at 571 Magnolia Street to
Neighborhood Housing Services of the Inland Empire, Inc. (NHS)
and to Provide a Grant to NHS Youthbuild Program
BACKGROUND:
Under the Acquisition, Rehabilitation and Resale (ARR) Program, KMH Associates, Inc., (the
`Participant ") was required to acquire the vacant land located at 571 Magnolia Street (the
`Property ") for development of a new single family housing unit for resale to a first time
homebuyer. However, due to financial difficulties, the Participant did not develop the land and
defaulted on its loan with the lender thereby exposing the Agency financially under the loan
guarantee agreement between the Agency and Participant.
Consequently, in order to preserve the integrity of the ARR Program, and avoid a potential draw
on the Agency loan guarantee, on December 7, 1998, the Community Development Commission
authorized the Executive Director of the Agency to purchase the Property. The Property was
purchased with HOME federal funds at the price of $38,971.
At the time the Agency authorized the acquisition of the Property, Staff informed the
Community Development Commission that it would explore the transferring of the Property to a
non - profit entity for the development of a single family housing unit.
Current Issue:
Neighborhood Housing Services of the Inland Empire, Inc. (NHS), has explored the use of the
Property and is requesting that the Agency consider transferring the Property to NHS to be used
as their first target site for the Youthbuild Program. Under the Youthbuild Program, NHS is
proposing to develop a four (4) bedroom, 2 bath, double car garage home consisting of 1426
square feet. NHS estimates expending and providing approximately $65,000 in material,
construction, overhead and plan check fees etc. They are, however, requesting assistance from
the Agency in an amount not -to- exceed $5,000 to assist with City building permit and park fees,
etc.
Youthbuild is a national program with an impressive 25 -year history of helping youth at risk
transform their lives. In December 1998, the Department of Housing and Urban Development
(HUD) awarded NHS a $350,000 grant. The grant is designed to provide comprehensive job
training, education and leadership development programs for young men and women who have
lost their sense of path to a productive future. The youth in the class use 50% of the time earning
their GED and the other 50% learning construction skills by building houses. With the NHS
Grant proceeds, all Youthbuild participants will be paid a stipend equivalent to the minimum
wage for the time spent on the construction of homes.
--------------------------------------------------------------------------------------------------------------------------------------------
GVO:MP:lag:99 -09 -07 NHS Youthbuild COMMISSION MEETING AGENDA
Meeting Date: 09/07/1999
Agenda Item Number: kqx
Economic Development Agency Staff Report
NHS - Youthbuild Program
August 19, 1999
Page Number -2-
Out of 34 possible applicants, NHS will select 28 participants. The applicants are required to
participate in a rigorous team building and academic program for a period of three (3) weeks.
On August 16,1999, Los Padrinos, working in partnership with NHS, completed the screening of
the applicants and conducted their first applicant and parent orientation. The NHS Youthbuild
Program has been designated a Community School by the San Bernardino County Office of
Superintendent of Schools. Furthermore, the County has assigned a full -time instructor to the
Youthbuild Program who will work with the NHS Youthbuild Coordinator. NHS has also hired
a Construction Supervisor who will provide training to the youth and supervise all housing
construction work. For now, the Youthbuild Program will be held at the Mission School located
in the City of Redlands, until such a time that NHS has identified a location in San Bernardino.
In closing, once the house under the Youthbuild Program is completed, estimated within 6 to 8
months from approval of the plans, NHS will sell the home to a low income first time homebuyer
at affordable housing costs. NHS will be required to recycle all funds generated from the sale of
the Property into other Youthbuild housing projects.
Fiscal Impact:
Under this proposal, Staff recommends that the Agency donate the Property to NHS at a
potential value of $7,000 to $10,000 and Grant NHS the sum not -to- exceed $5,000 to help with
the building permit, school, park fees and plan check costs. Funds for this Grant will come from
the Agency's HOME /CHDO federal grant funds.
Recommendations
That the Community Development Commission adopt the attached Resolution.
Maggie Ncleco, Director
Housing & Community Development
GV0:MP:lag:99 -09 -07 NHS Youthbuild COMMISSION MEETING AGENDA
Meeting Date: 09/07/1999
Agenda Item Number: Ky�.
Neighborhood Housing Services
of the
Inland Empire, Inc.
June 16, 1999
Maggie Pacheco
Housing Director
City of San Bernardino
Economic Development Agency
201 No. E. Street
San Bernardino, CA 92401 -1507
Dear Maggie
As you know, we have been working toward the implementation of our
Youthbuild Program in the City of San Bernardino. Enclosed is our recently
published brochure describing the goals of Youthbuild.
JACK L. HILL
President,
Chairman of the Board
EDWARD F. MONCRIEF
Executive Director
We have previously discussed the City's interest in giving to NHSIE a single -
family lot located on Magnolia Street. We are interested in pursuing this
acquisition. You may have heard that we recently organized a Pride Day in the
neighborhood where the lot is located. We clean up that particular parcel, and it
is looking much better.
Our hope is to use this lot as our first target site for the Youthbuild Program.
Assuming the transfer is made, the Youthbuild participants, under our
supervision and instruction, will build a home on the property. Upon completion,
the house will be sold to a low- income family.
We would like to meet with you to discuss the process for transferring ownership
of this parcel to NHSIE. We hope to begin construction in September. We will
need to design a home and obtain planning approvals in the coming weeks.
Thank you for your attention
Sinc r
dward F. Moncrief
Executive Director
i( „
r `) �4
(
(909) 884 -6891 - Fax (909) 884 -6893 -1390 North "D" St. - San Bernardino, CA 92405
P.O Box 7027 -92411 �v
Neighborhood Housing Services
of the Inland Empire, Inc.
: 1390 North D Street
San Bernardino, CA 92405
TEL: (909) 884 -6891 FAX: 884 -6893
To: Maggie Pacheco, Housing Dir. FAX: (909) 384 -5135 ; -5165
From: Jin�runetti: NHSIE Your Tel: (909)384-5921
Date: August 13, 1999 Pages:
RE: Cost Breakdown: Magnolia St. CC: Ed Moncrief, Exec. Director
Youthbuild Project
❑ Urgent X FYI & Review ❑ Please Reply ❑ As Requested
Maggie:
Here is a rendition of the YouthBuild Cost Breakdown for the Magnolia Street
property as per our discussion. Note that we eliminated the cost of the lot, since that
is going to be donated by the City. Please call if you have any questions.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
= -NHSIE ==
Youthbuild 1999 -2000 Project
CONSTRUCTION COST BREAKDOWN
New Construction on a Magnolia Street lot donated by City of San Bernardino to NHSIE
Residence: 4 bedroom/ 2 bath/ double garage; 1426 sq.ft.
I. HOUSE COST
Cabinets ....................
A. Concrete
Laminated counters...
1. House .. ...........................2450
Finish lumber .............
Garage & porch ............
600
Driveway & walk.........
1160
2 Termite treatment .............150
2040
3. Forms & hardware ............ 600
4. Fill sand ............................290
Total
5250
B. Framing
5. Rough lumber ..................4850
Cabinets ....................
Fascia & trim ...................400
Laminated counters...
Roof sheathing ..............1200
Finish lumber .............
Gable siding, vent ...........
300
Hardware ........................200
Total
6. Trusses ..........................3100
2040
Total
10050
C. Plumbing, Heating, Sheet Metal
7. Plumbing ..........................3000
8. Heating /AC .......................2800
9. Ducting & fittings ................400
Total 6200
D. Exterior Finish
10. Roofing .........................
11. Windows .......................
12. Garage door .................
13. Siding ...........................
14. Downspouts & gutters..
15. Fence & gate ................
16. Fill, grade & site work...
17. Landscape ....................
Total
E. Electrical
18. Street service......
Wiring ...............
Fixtures............
Temp.services..
19. Backhoe ..............
Total
F. Finish Carpentry
20.
Cabinets ....................
21.
Laminated counters...
22.
Finish lumber .............
23.
Finish hardware.........
400
Total
YBHouseNol CostBWn.doc
..2200
..1400
.....500
...1680
.....250
...1000
.....300
....860
.....200
...1300
......400
.....380
.....200
8190
2480
G.
Interior Finish
..650 I. HOUSE ... ............................... $ 49,654
24.
Doors ..... ...........................1100
2.Tool rental & usage ................460
25.
Insulation ............................600
400
26.
Sheetrock/ drywall ............
2040
27.
Floor tile/ vinyl .....................630
28.
Carpet .... ...........................1520
7. Closing, Title fees .............1,500
29.
Paint & supplies ................980
8. Building permit ......................790
Total
6870
H. Other Finish
30. Range & hood ....................450
31. Built in appliances ..............600
32. Shower enclosure, mirror..250
Total 1300
House Cost Subtotal $ 45,140
I. Contingency
45,140 " 10 % ... ..........................4,514
HOUSE COST TOTAL $ 49,654
11. LOT COST
Land value (from CITY) ....... not available
TOTAL LOT VALUE WA
III. OVERHEAD, CARRY COSTS, FEES
A. Overhead:
..650 I. HOUSE ... ............................... $ 49,654
1. Site security/fencing..........
1500
2.Tool rental & usage ................460
4800
3. Plans & specifications ...........
400
4. Construction Management...
5000
B. Carrying Costs:
S. Bank progress inspections....250
6. Bank interest, points.........
2500
7. Closing, Title fees .............1,500
C. Other Fees
8. Building permit ......................790
9. Sewer ....... ............................250
10. Water ........ ............................250
11. School fee ........................2500
12. Park fees .. ............................600
Total Fees 16,000
2800 TOTALS
..650 I. HOUSE ... ............................... $ 49,654
1050 II. LAND COST ..... ............................N /A
..300 III. OH, FEES ......... .........................16,000
4800
TOTAL CONSTRUCTION
6 6 4
(less land)
0
Neighborhood Housing Services JACK L. HILL
President,
of the Chairman of the Board
EDWARD F. MONCRIEF
Inland Empire, Inc. Executive Director
OVERVIEW
NHSIE is a non - profit 501(c)(3) housing and neighborhood development corporation
established in 1982. The corporation's mission is to revitalize neighborhoods through housing
rehabilitation, down payment assistance, homebuyer education, and neighborhood fix -up /clean -up
programs.
NHSIE is a NeighborWorks® Organization chartered by the congressionally established
Neighborhood Reinvestment Corporation.
The organization's prime target area is comprised of a number of communities in the
Inland Empire of Southern California, which includes communities in both San Bernardino and
Riverside Counties.
NHSIE developed the HomeStart Down Payment Assistance Program, designed to help
qualified low- and moderate - income homebuyers. HomeStart is funded through contributions
from private enterprise. HomeStart is available through a variety of mortgage companies and
builders in selected communities throughout the United States.
The corporation also administers its Gimme -Five Down Payment Assistance Grant
Program funded through the Federal Home Loan Bank and through other public sources. The
program provides a grant of up to five thousand dollars to low- and very-low income homebuyers.
Qualified buyers may receive additional support in the form of a silent second loan.
NHSIE administers down payment assistance programs for the cities of Redlands, Rancho
Cucamonga, and Highland. These programs are funded primarily through the jurisdictions' Re-
development agencies. Generally, they target families with incomes between 100% and 115% of
the area median income.
Other NHSIE activities include the acquisition, rehabilitation, and resale of FHA - foreclosed
single - family homes, the acquisition and rehabilitation of multi - family units in blighted, low- income
neighborhoods, and coordination of residents and volunteers around neighborhood improvement
projects.
NHSIE has established the HomeOwnership Center, a "school for homeownership." The
purpose of the center is to support the corporation's commitment to Full -Cycle Lending. The two
thousand square foot facility is located adjacent to NHSIE's corporate offices in San Bernardino.
Among its features are classrooms for group meetings, a counseling room for individual credit -
counseling sessions, and a resource library with training materials, periodicals, and videos on issues
of credit clean -up and debt reduction, home ownership and home maintenance. The center serves as
a central location for pre- and post - purchase homebuyer education and down payment assistance.
HomeOwnership Center participants attend at least eight hours of homebuyer education
classes prior to loan closing. The center's staff and volunteer instructors from the lender
community conduct formal homebuyer education classes. Staff also coordinate with a variety of
first mortgage lenders in processing down payment assistance grant and loan documents, and
guide families through the closing process.
NHSIE also administers Youthbuild, a comprehensive job training, education, and
leadership development initiative for low- income young people who have not completed high
school. At -risk 16 — 24 year -olds refine their scholastic skills while studying for the General
Equivalency Diploma (GED), and learn valuable employment skills while constructing new
homes for low- income citizens. Youthbuild rebuilds communities while rebuilding lives,
creating new homes for low- income residents of distressed communities and giving new
opportunities to alienated young people.
(909) 884 -6891 • Fax (909) 884 -6893. 1390 North "D" St. • San Bernardino, CA 92405
. NeighborV irks•,,...
Neighborhood Housing Services
of the
Inland Empire, Inc.
Youthbuild Partnerships
1999
U.S. Department of Housing and Urban Development
$350,000 grant to develop and implement the NHSIE Youthbuild Program
San Bernardino County Schools
1 Full-time certificated teacher salary and benefits
Instructional supplies
Classroom Start-up costs to support the program
Liability insurance for classroom
JACK L. HILL
President,
Chairman of the Board
EDWARD F. MONCRIEF
Executive Director
St. Bernardine's Family Focus Center
Supervision of MSW intern students at Cal State San Bernardino who will supply case management
services to program participants
Drug and Alcohol Counseling
Los Padrinos
Program recruitment and screening
Transportation from facility to work site
Family Services Agency
Classes in anger management, domestic abuse, parenting skills
HUD Community Builders Fellowship Program
Services of a Community Builder Fellow to network, provide mentoring opportunities for program
participants, provide field trips through the American Society of Civil Engineers, as well as career
exploration in construction - related fields.
Casa Ramona, Inc.
Child care for program participants
Provident Bank
Financing for new home construction
Building Industry Association of Southern California
Career counseling, job interview preparation, job placement and appropriate workshops
(909) 884 -6891 • Fax (909) 884 -6893. 1390 North "D" St. • San Bernardino, CA 92405
NeighborV irks•._.,.
NHSIE Youthbuild Partnerships Page 2
Carpenters Joint Apprenticeship and Training
Union construction apprenticeship program for graduates of Youthbuild
Associated Builders and Contractors of Southern California
Acceptance into one of their State approved apprenticeship programs for graduates who meet minimum
requirements.
Home Depot
Job interview preparation, job placement for graduates who meet employment requirements.
Califomia State University — San Bernardino
Loma Linda University
1 -3 MSW interns to provide case management, individual and group counseling sessions
Jobs and Employment Services Department, San Bernardino City and County
Career counseling, career exploration and placement, personal assessment and aptitude tests, as well as
interest and readiness assessments
State Farm Insurance
Donation of computers and office equipment
I
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
2'7
28
COPY
RESOLUTION NO:
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION
APPROVING AND AUTHORIZING THE EXECUTIVE DIRECTOR TO
EXECUTE AN AGREEMENT BETWEEN THE AGENCY AND NHS
WHICH PROVIDES: (1) THE AGENCY WILL DONATE THE
PROPERTY LOCATED AT 571 MAGNOLIA STREET TO NHS FOR
CONSTRUCTION OF A SINGLE FAMILY HOUSING UNIT; (2) A $5,000
HOME (CHDO) GRANT TO NHS TO ASSIST WITH THE
DEVELOPMENT OF THE PROPERTY; AND (3) NHS WILL BE
REQUIRED TO SELL THE HOME TO A FIRST TIME LOW INCOME
HOMEBUYER, CONSISTENT WITH THE YOUTHBUILD PROGRAM
AND HOME REQUIREMENTS, AND RECYCLE SALE PROCEEDS FOR
OTHER HOUSING PROJECTS.
THE COMMUNITY DEVELOPMENT COMMISSION ACTING ON BEHALF
OF THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO DOES
HEREBY RESOLVE, DETERMINE, AND ORDER AS FOLLOWS:
SECTION 1. The Executive Director of the Redevelopment Agency ( "Agency"
is hereby authorized and directed to execute on behalf of said Agency an Agreement between th
Agency and Neighborhood Housing Services of the Inland Empire Inc., ( NHSIE) wherein the
Agency will donate the land located at 571 Magnolia Street to NHSIE for construction of a
single family housing unit (the "Project "), and further provide a $5,000 HOME /CHDO grant to
facilitate the Project, and as more fully described in Agreement, a copy of which is attached
hereto, marked Exhibit "A" and incorporated herein by reference as though fully set forth at
length.
SECTION 2. The Executive Director of the Agency is hereby authorized to
make minor corrections, additions, and clarifications to the Agreement, provided said changes
are not substantive in nature, and do not increase the monetary impact to the Agency.
SECTION 3. The authorization to execute the above referenced Agreement is
rescinded if the parties to the Agreement fail to execute it within sixty (60) days of the passage
this resolution.
/ ///
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION
APPROVING AND AUTHORIZING THE EXECUTIVE DIRECTOR TO
EXECUTE AN AGREEMENT BETWEEN THE AGENCY AND NHS
WHICH PROVIDES: (1) THE AGENCY WILL DONATE THE
PROPERTY LOCATED AT 571 MAGNOLIA STREET TO NHS FOR
CONSTRUCTION OF A SINGLE FAMILY HOUSING UNIT; (2) A $5,000
HOME (CHDO) GRANT TO NHS TO ASSIST WITH THE
DEVELOPMENT OF THE PROPERTY; AND (3) NHS WILL BE
REQUIRED TO SELL THE HOME TO A FIRST TIME LOW INCOME
HOMEBUYER, CONSISTENT WITH THE YOUTHBUILD PROGRAM
AND HOME REQUIREMENTS, AND RECYCLE SALE PROCEEDS FOR
OTHER HOUSING PROJECTS.
I HEREBY CERTIFY that the foregoing resolution was duly adopted by Community
Development Commission of the City of San Bernardino at a meeting
thereof, held on day of , 1999 by the following vote, to wit:
COMMISSION MEMBERS: AYES NAYS ABSTAIN ABSENT
ESTRADA
LIEN
MCGINNIS
SCHNETZ
VACANT
ANDERSON
MILLER
City Clerk
The foregoing resolution is hereby approved this day of , 1999.
IApproved as to form and Legal Content:
Jame
in
Judith Valles, Chairperson
Community Development Commission
Of the City of San Bernardino
1999
REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO
HOME PROGRAM ACQUISITION, CONSTRUCTION AND RESALE
AGREEMENT
(Youth Build Project)
THIS 1999 HOME PROGRAM ACQUISITION, CONSTRUCTION AND RESALE
AGREEMENT (the "HOME Agreement ") is dated September 7, 1999 by and between the
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO (the "Agency ") and
NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE, INC., A California NON-
PROFIT CORPORATION (the "Participant"). The Agency and the Participant hereby agree as
follows:
RECITALS
The Agency is a community redevelopment agency engaged in carrying out its public
purposes including increasing, improving and preserving the supply of affordable housing in the City
of San Bernardino (the "City "); and
The Participant is a well- established non - profit corporation housing provider that has the
experience and qualifications to undertake the HOME Project as described below.
The Agency has previously acquired certain land (the "HOME Lot ") located at 571 Magnolia
Street, San Bernardino, California, using a special source of funds of the Agency referred to herein
as "HOME Program" funds. The Agency is the administrator of the HOME Program on behalf of
the City. The HOME Program funds have been provided to the Agency to promote and enhance the
community's supply of affordable housing under a federal program described at 24 Code of Federal
Regulations Part 92 et seq. The HOME Lot consists of a single parcel of land without any
improvements or structures situated thereon. A legal description of the HOME Lot is attached hereto
as Exhibit "A ".
The HOME Project as more fully described below, shall be undertaken by the Participant on
the HOME Lot promptly following delivery of title of the land by the Agency to the Participant and
shall include the following elements:
SBEO /0001 /DOC /3 544
8/31/99 1 150 A
(i) the design, construction and installation of a four(4) bedroom, two (2) bathroom new
single family residential structure (including an attached garage) on the HOME Lot, (the
"New Home "), consisting of approximately 1,426 square feet of interior living area,
including exterior landscape amenities;
(ii) marketing and sale of the completed New Home at a maximum purchase price for the
New Home (including the HOME Lot) that does not exceed 95 percent of the median
purchase price for the area as set forth at 24 CFR Part 92.254(a)(2)(iii); and
(iii) the New Home shall be acquired by a homebuyer whose family qualifies as a low -
income family (the "Qualified Homebuyer") and who shall also covenant to the Agency that
the New Home shall be used and occupied as the principal residence of the Qualified
Homebuyer for twenty (20) years following the date of initial occupancy of the New Home
by the Qualified Homebuyer.
The elements of the HOME Project are more fully described in the New Home construction
budget and HOME Project description attached hereto as Exhibit "B ".
NOW, THEREFORE, for and in consideration of the mutual covenants herein contained, the
Agency and the Participant agree as follows:
Section 1. Purpose of the HOME Agreement
The purpose of this Agreement is to effectuate various redevelopment plans for the City by
providing for Agency assistance to the Participant in connection with the implementation of the
HOME Project, including the acquisition, construction, and disposition of the New Home on the
HOME Lot to a Qualified Homebuyer as hereinafter set forth. The acquisition, construction and
disposition of the New Home pursuant to this HOME Agreement is in the vital and best interests of
the City and the health, safety and welfare of its residents, and in accord with the public purposes
and provisions of applicable state, federal and local laws. The Community Development
Commission, acting as the governing board of the Agency has determined that the implementation
of the HOME Project as contemplated by this HOME Agreement will benefit the low -and moderate -
income housing needs of the City, the various redevelopment project areas of the City, and assist the
City with the implementation of the HOME Program and the goals and objectives of the affordable
housing programs of the Agency.
Section 2. Transfer of Title in the HOME Lot to the Participant and Funding of New
Home Grant.
(a) This HOME Agreement shall take effect upon approval by the governing board of
the Agency and the full execution by the parties. The Agency shall transfer all of its right, title and
SBEO /0001/DOC /3544
8/31/99 1150 A 2
interest in the HOME Lot and appropriate the funds for the New Home Grant for the account and
credit of the Participant on the date when the Executive Director of the Agency confirms that each
of the following conditions have been satisfied:
(i) the City of San Bernardino Development Department has approved the final
construction drawings and specifications for the New Home and is ready to issue all
necessary building and other development permits for the construction of the New
Home on the HOME Lot, subject only to the receipt of payment by the City of San
Bernardino of the applicable permit fees;
(ii) the Participant has completed its own due diligence investigation of the
condition of the HOME Lot (including environmental and geotechnical conditions
of the soils of the HOME Lot) and the Participant is satisfied with the suitability for
the improvement of the HOME Project thereon and has accepted the conditions of
the HOME Lot. The Participant shall evidence its acceptance of the conditions of the
HOME Lot by acknowledging its acceptance of delivery of the Agency Grant Deed
at the place indicated on the Agency Grant Deed. The form of the Agency Grant
Deed is attached as Exhibit "C "; and
(iii) the Participant has designated an escrow holder and title insurance company
acceptable to the Agency and completed such arrangements as it deems appropriate
for the issuance of a CLTA owner's policy of title insurance insuring its interest in
the HOME Lot in a form acceptable to the Participant at time of final delivery and
recordation of the Agency Grant Deed.
(b) Each of the conditions set forth in Section 2(a) shall be satisfied by a date not later
than ninety (90) days following the date of approval of this HOME Agreement by the governing
board of the Agency.
(c) Within five (5) days following the confirmation by the Executive Director of the
Agency or his or her designee (collectively, the "Executive Director ") that each of the conditions set
forth in Section 3(a) has been satisfied, the Executive Director shall deliver for recordation in the
Official Records-of the Recorder of San Bernardino County the fully executed form of the Agency
Grant Deed to the title insurance company (or escrow holder) designated by the Participant.
Section 3. Disbursement of the New Home Grant
(a) The Agency hereby allocates the sum of Five Thousand Dollars ($5,000.00) of
Agency Fiscal Year 1998 -1999 HOME Program funds, as the New Home Grant for use and
application in connection with the improvement of the HOME Project set forth in Section 3(b).
(b) The Agency shall disburse the proceeds of the New Home Grant, as follows:
SBEO /00011DOC /3544
8/31/99 1150 sk 3
(i) to pay the City when due for the cost of issuance of the various development
and building permits and public facilities capital charges as identified in Exhibit "B ";
then
(ii) to pay the San Bernardino Unified School District when due the public
facilities capital charges of such school district as identified in Exhibit "B "; then
(iii) any remaining balance of the New Home Grant after (1) and (ii) above have
been paid may be applied to pay for the cost of design and construction manaaement
and supervision expenses of the Participant in connection with the development of
the New Home; provided however that the aggregate amount of all disbursement of
the New Home Grant for the account of the Participant shall not exceed Five
Thousand Dollars ($5,000.00).
(c) The initial disbursement of the New Home Grant shall occur concurrently with the
recordation of the Agency Grant Deed or as soon thereafter as practicable. The remaining balance
of the New Home Grant, if any, shall be disbursed to pay the participant for the HOME Project
related costs as set forth in Section 3(b)(iii) within ten (10) days following the issuance of a
certificate to occupy for the New Home by the City.
Section 4. Improvement of the New Home
(a) The Participant shall commence the construction and improvement of the New Home
on the HOME Lot within thirty (30) days following the date of recordation of the Agency Grant
Deed and thereafter shall diligently prosecute such work to completion without interruption.
(b) The Participant shall construct and improve the New Home in a good and workman-
like manner and shall complete the construction of the New Home within nine (9) calendar months
following the date of recordation of the Agency Grant Deed, but in any event the Participant shall
complete such construction by a date not later than June 30, 2000.
(c) The Participant shall not materially modify or change the plans of improvement of
the New Home without first obtaining the approval of the Agency and such approval by the Agency
shall not be unreasonably withheld; provided however that the proposed modification or change is
consistent with the HOME Program.
(d) During the course of the improvement of the New Home, the Participant shall initiate
a marketing and sale plan for the New Home to a Qualified Homebuyer. The Participant may
establish a lottery system or any other fair and non - discriminatory means for selecting the Qualified
Homebuyer from among those interested persons who have contacted the Participant for purchase
of the New Home. The Agency shall refer all such persons who may contact the Agency regarding
possible purchase of the New Home to the Participant. The designation of the Qualified Homebuyer
SBEO /0001 /DOC/3544
8/31/99 1150 sk 4
by the Participant (subject only to income, credit and household size verification and other HOME
Program eligibility requirements by the Participant) shall be final and conclusive.
(e) At the time of sale of the New Home to the Qualified Homebuyer, the Participant
shall cause the Qualified Homebuyer to execute the HOME Regulatory Covenant substantially in
the form as attached to the Agency Grant Deed. The Participant shall deliver to the Agency a true
and complete set of New Home purchase and sale documents, including a buyer's and seller's escrow
closing statement as set forth in Section 6(c), within ten (10) days following the close of the "New
Home Escrow ", as this term is defined in the HOME Regulatory Covenant.
(f) The Participant hereby agrees and covenants to exercise its best reasonable efforts
to cause the completed New Home to be sold to and occupied by a Qualified Homebuyer within one
hundred twenty (120) days following the date of the issuance of a certificate of completion for the
New Home by the City but in all events by a date not later than eighteen (18) months following the
date of approval of this HOME Agreement by the governing board of the Agency.
(g) At the time of sale of the New Home to the Qualified Homebuyer, the Participant
shall provide the Qualified Homebuyer with a general contractor's warranty that the improvements
of the New Home (including mechanical equipment) are free from defects and have been installed
in a good and workman -like fashion.
Section 5 Representation and Warranties of Participant.
The Participant hereby represents and warrants to the Agency as follows:
(i) Participant is a California non - profit corporation duly organized and existing and
authorized to transact business in California and the Participant has previously qualified as
a "501(c)(3)" tax exempt entity under applicable federal tax laws;
(ii) Participant is a "community housing development organization" ( "CHDO "), as this term
is defined at 24 CFR Part 92.2, and the Participant shall continuously maintain its status as
a CHDO during the term of this HOME Agreement;
(iii) the corporate charter and by -laws of the Participant authorize the Participant to
undertake the HOME Project and the governing board and membership of Participant have
previously taken all action necessary to authorize the execution of this HOME Agreement
by the Participant; and
(iv) the Participant is qualified to undertake and complete the HOME Project.
SBEO /0001/DOC /3544
8/31/99 1150 A 5
Section 6 HOME Program Reservation
(a) The HOME Lot and the New Home shall be reserved for sale to and occupancy by a
Qualified Homebuyer. The sale price of the New Home to the Qualified Homebuyer shall
not exceed 95% of the area median purchase price of the New Home as set forth at 24 CFR
Part 92.254(a)(2)(iii).
(b) Upon completion of the New Home, the Participant shall market the New Home for sale
to a Qualified Homebuyer in accordance with Section 4(f). Participant will screen
prospective purchasers for eligibility in accordance with the standards set forth in the HOME
Program to insure that the Qualified Homebuyer meets the applicable HOME Program
Income Guidelines. Participant shall cause the opening of a New Home Escrow with
prospective purchasers and will take all steps necessary to ensure that the New Home Escrow
is closed within forth -five (45) days from the date of its opening. At the close of the New
Home Escrow, the Qualified Homebuyer, the Participant and the Agency shall jointly
execute in recordable form a HOME Regulatory Agreement in a form reasonably acceptable
to the Agency which includes the customary HOME Program regulatory covenants, property
maintenance conditions and New Home resale and occupancy covenants of the Qualified
Homebuyer and the Agency, as covenants which run with the land and the HOME Lot, and
such HOME Regulatory Agreement shall be fully executed and filed for recordation.
(c) Participant shall be responsible for ensuring that all documents required by the Agency
as part of the close of the New Home Escrow and the sale of the New Home to the Qualified
Homebuyer are executed and forwarded to the Agency within ten (10) days following the close of
the New Home Escrow, including but not limited to the HOME Program Checklist, Verification for
Applicant Eligibility, First -Time Homebuyer Disclosure Statement, and Application Affidavit under
the HOME Program. Copies of these forms are on file with the Agency.
Section 7 Commercial General Liabilitv Insurance and
Workmans' Compensation Insurance
(a) The Participant shall obtain and keep in force during the term of this HOME
Agreement a commercial general liability policy of insurance with coverage at least as broad as
"Insurance Services Office Commercial General Liability Form (G0001)," including but not limited
to insurance against assumed contractual liability under this HOME Agreement protecting the
Agency, its officers, employees and agents, as additional insureds against claims for bodily injury,
personal injury and property loss or damage based upon, involving or arising out of the Project.
Such insurance shall be on an occurrence basis providing single limit coverage in an amount not less
than One Million Dollars ($1,000,000) in the event of bodily injury, personal injury and property
loss or damage to any number of persons per occurrence. The policy shall not contain any intra-
insured exclusions as between insured persons and organizations, but shall include coverage for
liability assumed Agreement as an "insured contract" for the performance of the indemnity
SBEO /0001 /DOC/3544
8/31/99 1150 sk 6
obligations of the Participant to the Agency. The limits or exclusions from coverage of such
insurance shall not however limit the liability of the Participant nor relieve the Participant of any
other obligation under this Agreement. All insurance to be carried by the Participant shall be
primary to and not contributing to any single insurance carried by the Agency whose insurance shall
be considered excess insurance only.
(b) To the extent required by the law, the Participant shall carry and maintain
workers' compensation or similar insurance in form and amounts required by law. Such a program
of worker's compensation insurance shall include coverage of all "volunteers" and "students" and
`'apprentices" of the Participant who perform any work on the HOME Project or the construction of
the New Home.
(c) All insurance which the Participant shall carry or maintain pursuant to this
Section shall be in such form, for such amounts, for such periods of time as the Agency may require
or approve and shall be issued by an insurance company or companies authorized to do business in
California and which maintains during the term of the policy a "General Policy Holder's Rating" of
at least A(v), as set forth in the most current edition of "Best's Insurance Guide ". In no circumstance
will the Participant be entitled to assign to any third party rights of action which the Participant may
have against the Agency. All policies or endorsements issued by the respective insurers for
commercial general liability insurance will name the Agency, its officers, employees and agents, as
additional insureds and provide that: (1) any loss shall be notwithstanding any act or failure to act
or negligence of the Participant or the Agency or any other person; (ii) no cancellation, reduction in
amount, or material change in coverage thereof shall be effective until at least thirty (3 0) days after
receipt by the Agency of written notice thereof; and (iii) the insurer shall have no right of
subrogation against the Agency, its officers, agents, or employees.
(d) The Participant shall deliver or cause to be delivered to the Agency
concurrently upon the execution of this HOME Agreement an endorsement of its commercial general
liability insurance policy evidencing the existence of the insurance coverage required by the Agency
and shall also deliver, no later than thirty (30) days prior to the expiration of any such policy, a
certificate of insurance evidencing each renewal policy covering the same risks.
Section 8 Rights of Access.
For the purpose of assuring compliance with this HOME Agreement, representatives of the
Agency and the City as designated by the Agency Executive Director shall have the right of access
to the HOME Lot and the New Home at normal construction hours during the course of
improvement of the New Home for the purpose of inspection of the work being performed. The
Agency shall hold the Participant harmless from any bodily injury or related damages arising out of
the activities of Agency and the City as referred to in this Section 8, resulting from the gross
negligence or willful misconduct of the City or Agency while on the HOME Lot. This Section 8
shall not be deemed to diminish or limit any other right which the City Agency may have by
SBEO /0001 /DOC/3544
8/31/99 1150 A 7
operation of law irrespective of the HOME Agreement. Nothing in this Section 8 shall be deemed
to make either the City or the Agency a guarantor of the work of improvement of the New Home.
Section 9 Local, State and Federal Laws.
Participant shall carry out the HOME Project and all related activities on the HOME Lot in
conformity with all applicable laws, including all applicable federal and state labor standards as
applicable; provided, however, Participant and its contractors, successors, assigns, transferees, and
lessees are not waiving their rights to contest any such laws and rules or standards.
Section 10 Anti - Discrimination During Construction of New Home.
Participant, for itself and successors and assigns, agrees that during the course of
implementation of the HOME Project, Participant shall not discriminate against any employee,
applicant for employment, volunteer, student or apprentice engaged in the work of improvement of
the New Home or the implementation of the HOME Project because of race, color, creed, religion,
age, sex, marital status, handicap, national origin or ancestry.
Section l 1 Taxes, Assessments. Encumbrances and Liens.
Prior to the issuance of a certificate of occupancy for the New Home by the City, Participant
shall not place or allow to be placed on the HOME Lot any mortgage, trust deed, encumbrance or
lien other than as expressly approved by the Agency in writing or as otherwise described in this
Agreement. Participant shall remove or have removed any levy or attachment made on the HOME
Lot, or provide the Agency with assurance of the satisfaction thereof within a reasonable time but
in any event prior to the sale of the New Home to the Qualified Homebuyer.
Section 12 Prohibition Against Transfer of the HOME Lot and New Home and /or
Assignment of HOME Agreement Prior to Recordation of a Certificate of
Occupancy for the New Home
1. Prior to the issuance of a certificate of occupancy for the New Home by the City ,
Participant shall not, except as permitted by this HOME Agreement, without the prior written
approval of Agency, make any total or partial sale, transfer, conveyance, assignment or lease the
HOME Lot or whole or any part of the New Home nor shall the Participant assign or sell any of its
interest in this HOME Agreement. This prohibition shall not be deemed to prevent a transfer of the
HOME Lot as improved with the New Home to the Qualified Homebuyer or the granting by the
Participant of temporary or permanent easements or permits to facilitate the construction of the New
Home.
SBEO /0001 /DOC /3 544
8/31/99 1 150 A
2. Upon obtaining a certificate of occupancy from the City for the New Home, the
Participant shall sell the HOME Lot, as improved with New Home to a Qualified Homebuyer in
accordance with and subject to the restrictions set forth in this HOME Agreement.
3. The Participant may not rent or lease the New Home to a third party during which the
Participant may hold title to the HOME Lot. No person may use the New Home for any residential
dwelling purpose, prior to the close of the New Home Escrow.
Section 13 No Encumbrances Except Mortgages for Construction of New Home.
Notwithstanding the restrictions set forth in Section 12, a mortgage, deed of trust or other
encumbrance of the HOME Lot is permitted provided that the proceeds of such a mortgage are used
solely for the financing of the cost of construction of the New Home by the Participant; and further
provided that the security interest of such construction lender in the HOME Lot should be subject
to the HOME Program covenants in favor of the Agency as set forth in the Agency Grant Deed.
Participant shall not enter into any other conveyance or lien affecting the HOME Lot without the
prior written approval of Agency. The form of any such approval by Agency shall be in writing
which references this Section 13, and be executed by the Executive Director. In the event that the
Agency fails to either approve such a conveyance or lien within thirty (30) days after written refusal
thereof is received by the Agency, such proposal, conveyance or lien should be deemed rejected.
Section 14 Ri,-,ht of Agencv to Satisfv Other Liens on the HOME Lot.
Prior to the completion of the New Home and after Participant has had written from the
Agency, notice and has failed, after a reasonable time, but in any event not less than thirty (30) days,
to challenge, cure, adequately bond against, or satisfy any lien or encumbrance on the New Home
which is not otherwise permitted under this HOME Agreement, Agency shall have the right, but not
the obligation, to satisfy any such lien or encumbrance. Any such sum advanced by the Agency shall
be evidenced by a notice of Agency lien or a security interest in the HOME Lot.
Section 15 Uses - Covenants Running with the Land.
Participant covenants and agrees for itself, its successors, its assigns, and every successor in
interest in the HOME Lot and the New Home, that for the period of time set forth in the Agency
Grant Deed, the HOME Lot and the New Home shall be devoted to and available for sale solely to
persons or families who satisfy the HOME Program requirements for Qualified Homebuyers.
The Participant further covenants and warrants that Participant shall undertake the
construction and improvement of the New Home in accordance with the standards set forth in this
HOME Agreement. Participant covenants to obtain all necessary permits for the construction the
New Home in conformity with all applicable laws. Failure to obtain all necessary permits shall be
a default under this Agreement.
SBEO /0001 /DOC/354t
8/31/99 1150 sk 9
Participant covenants by and for itself and any successors in interest 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, handicap, national origin or ancestry in the sale, transfer, use,
occupancy, tenure or enjoyment of the HOME Lot as improved with the New Home, nor shall
Participant 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 of a Qualified Homebuyer
for the HOME Lot as improved with the New Home.
The foregoing covenants shall run with the land. These covenants are expressly included in
the Agency Grant Deed.
Section 16 Maintenance of the HOME Lot.
Between the date on which the Participant acquires the HOME Lot from the Agency and the
date of the close of the New Home Escrow, the Participant for itself, its successors and assigns
hereby covenants and agrees that:
(1) The areas of the HOME Lot and the New Home which are subject to public view
(including all paving, walkways, landscaping, exterior sionage and ornamentation) shall be
maintained in good repair and a neat, clean and orderly condition, ordinary wear and tear excepted.
In the event that at any time following the date of close of recordation of the Agency Grant Deed,
there is an occurrence of an adverse condition on any area of the HOME Lot which is subject to
public view in contravention of the general maintenance standard described above, (a "Maintenance
Deficiency "), then the Agency shall notify the Participant in writing of the Maintenance Deficiency
and give the Participant thirty (30) days from receipt of such notice to cure the Maintenance
Deficiency as identified in the notice. In the event the Participant 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 Participant ten (10) days prior to the scheduled
date of such public hearing in order to verify whether a Maintenance Deficiency exists and whether
the Participant has failed to comply with the provisions of this Section. 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 described above, thereafter the
Agency shall have the right to enter the HOME Lot and perform all acts necessary to cure the
Maintenance Deficiency, or to take other action at law or equity the Agency may then have to
accomplish the abatement of the Maintenance Deficiency. Any sum expended by the Agency for
the abatement of a Maintenance Deficiency on the HOME Lot authorized by this Section shall
become a lien on the HOME Lot. If the amount of the lien is not paid within thirty (3 )0) days after
written demand for payment by the Agency to the Participant, the Agency shall have the right to
enforce the lien in the manner as provided in subsection (c), below.
(b) Graffiti, as this term is described in Government Code Section 38722, which has been
applied to any exterior surface of a structure or improvement on the HOME Lot which is visible
SBEO /0001 /DOC/3544
8/31/99 1150 A 10
from any public right -of -way adjacent or contiguous to the HOME Lot, shall be removed by the
Participant 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 such graffiti may become visible from an
adjacent or contiguous public right -of -way but is not removed within 72 hours following the time
of such application, the Agency shall have the right to enter the HOME Lot and remove the graffiti
without notice to the Participant. Any sum expended by the Agency for the removal of such graffiti
from the HOME Lot authorized by this Subsection (b) in an amount not to exceed $250.00 per entry
by the Agency, shall become a lien on the HOME Lot. If the amount of the lien is not paid within
thirty (30) days after written demand for payment by the Agency to the Participant, the Agency shall
have the right to enforce its lien in the manner as provided in Subsection (c), below.
(c) The parties hereto further mutually understand and agree that the rights conferred upon
the Agency under this Section expressly include the power to establish and enforce a lien or other
encumbrance against the HOME Lot, in the manner provided under Civil Code Sections 2924,
maintenance standard required under subsection (a) or subsection (b), including salaries and wages
of the legal staff of this Office of Agency Counsel as may be 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 16, shall be a covenant running with the
land and the HOME Lot, and shall be enforceable by the Agency. Nothing in the foregoing
provisions of this Section 16 shall be deemed to preclude the Participant from construction the New
Home on the HOME Lot, provided that such construction and improvement of the New Home
comply with the applicable zoning and building regulations of the City.
Section 17 Effect of Violation of the Terms and Provisions of This HOME Agreement
After Completion of New Home
The covenants established in this HOME Agreement shall, without regard to technical
classification and designation, be binding for the benefit and in favor of Agency, its successors and
assigns, as to those covenants which are for its benefit. The covenants against discrimination as set
forth in Section 15 shall remain in perpetuity. The covenants contained in this HOME Agreement
with respect to the Qualified Homebuyer shall remain in effect for the term as set forth in the Agency
Grant Deed. The Agency is deemed the beneficiary of the terms and provisions of this HOME
Agreement and-of the covenants running with the land, for and in its own rights and for the purposes
of protecting the interest of the community and other parties, public or private, in whose favor and
for whose benefit this HOME Agreement and the covenants running with the land have been
provided. Agency shall have the right, if the HOME Agreement or covenants 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 braches to which it or any other beneficiaries of this
HOME Agreement and covenants may be entitled.
Section 18 No Assignment of HOME Agreement by Participant.
SBEO /0001 /DOC /3 544
8/31/99 1150 A 11
The qualifications and identity of the Participant are of particular concern to the Agency. It
is because of those qualifications and identity that the Agency has entered into this HOME
Agreement with the Participant. No voluntary or involuntary successor in interest of the Participant
shall acquire any rights or powers under this HOME Agreement except as expressly set forth herein.
The Participant shall not assign all or any part of this HOME Agreement or any rights hereunder
without the prior written approval of the Agency, which approval the Agency may grant. withhold
or deny at its sole discretion. In the event that such a transfer or assignment may be permitted by
the Agency, the assignee shall expressly assume the obligations of the Participant pursuant to this
HOME Agreement in writing satisfactory to the Agency. In the absence of specific written
agreement by the Agency, no such transfer, assignment or approval by the Agency shall be deemed
to relieve the Participant or any other party from any obligation under this HOME Agreement. The
restrictions of this Section 18 shall terminate with respect to the HOME Lot at the close of the New
Home Escrow for the New Home. Nothing in this Section 18 shall act to restrict the sale of the New
Home to the Qualified Homebuyer if such sale is otherwise in compliance with the terms of this
HOME Agreement.
Section 19 Breach and Termination.
(a) Termination Without Default or Breach Prior to Transfer of Title in the HOME Lot
to the Participant. This HOME Agreement may be terminated for the convenience of either party
who is not then in default upon sixty (60) days notice to the other party at any time prior to the date
on which the Agency Grant Deed is recorded and the Participant acquires title to the HOME Lot.
(b) Defaults and Breach - General. Failure or delay by either party to perform any
material term or provision of this HOME Agreement shall constitute a default under this HOME
Agreement; provided however, that if the party who is otherwise claimed to be in default by the
other party commences to cure, correct or remedy the alleged default within thirty (30) calendar days
after receipt of written notice specifying such default and shall diligently complete such cure,
correction or remedy, such party shall not be deemed to be in default hereunder.
The party which may claim that a default has occurred shall give written notice of default to
the party in default, specifying the alleged default. Delay in giving such notice shall not constitute
a waiver of any default nor shall it change the time of default; provied, however, the injured party
shall have no right to exercise any remedy for a default hereunder without delivering the written
default noltice as specified herein.
Any failure to delay by a 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 rights or remedies associated with a default.
Except with respect to rights and remedies expressly declared to be exclusive in this HOME
Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of
one or more of such rights or remedies shall not preclude the exercise by it, at the same or different
times, of any other rights or remedies for the same default or any other default by the other party.
SBEO /0001 /DOC/3544
8/31/99 1150 sk 12
In the event that a default of either party may remain uncured for more than thirtv (30)
calendar days following written notice, as provided above, a "breach" shall be deemed to have
occurred. In the event of a breach, the party who is not in default shall be entitled to terminate this
HOME Agreement and seek any appropriate remedy or damages by initiating legal proceedings, if
necessary.
Section 20 Indemnification
The Participant shall indemnify and hold harmless the Agency and the City and the officials,
officers, employees and agents of the City and the Agency from and against any and all claims or
liability arising from Participant's actions under this HOME Agreement or from the conduct of
Participant's business or from any activity, work or things done, permitted or suffered by Participant
and shall further indemnify and hold harmless the Agency and City and their officers, employees and
agents from and against anv and all claims arising from any breach or default in the performance of
any obligation of Participant under the terms of this HOME Agreement arising from any negligent
or wronGful act or omission of the Participant or Participant's agents, contractors, employees or
invitees and from and against all costs, attorneys' fees, expenses and liability incurred in the defense
of any such claim or any action or proceeding brought thereon. Participant's agreement to indemnify
and hold the Agency and City harmless shall extend to any claims or liabilities, including but not
limited to claims pertaining to environmental conditions, alleged construction defects, or other
matters, that may arise as a result of the Participant's acquisition and ownership of the HOME Lot
and the improvement and sale of the New Home to a Qualified Homebuyer.
Section 21 Inspection of Books. Records and Reports
Agency has the right at all reasonable times to inspect the books and records of Participant
pertaining to the HOME Lot and the New Home as pertinent to the purposes of this HOME
Agreement. Participant has the right at all reasonable times to inspect the public records of Agency
pertaining to the HOME Lot as pertinent to the purposes of the HOME Agreement.
Section 22 Notice.
Any notice, demand, request, consent, approval or communication that either party desires
or is required to give to the other party under this HOME Agreement shall be in writing and shall
be delivered to the appropriate party by personal service or U.S. Mail at its address as follows:
Participant: Neighborhood Housing Services of the Inland Empire, Inc.
Attn: Executive Director
1390 North "D" Street
San Bernardino, California 92405
SBEO /0001 /DOC/3544
8/31/99 1150 sk 13
Agencv: Economic Development Agency
Attn: Executive Director
201 North "E" Street, Suite 301
San Bernardino, California 92401
Section 23 Submission of Documents to Agencv for Approval
Whenever this HOME Agreement requires Participant to submit any document to Agency
for approval, which shall be deemed approved if not acted on by Agency within the specified time,
said document shall be accompanied by a letter stating that it is being submitted and will be deemed
approved unless rejected by Agency within the stated time. If there is not a time specified herein
for such Agency action. Participant may submit a letter requiring Agency approval or rejection of
documents within thirty (30) days after submission to Agency or such documents shall be deemed
approved.
The terms, covenants, conditions and restriction of this HOME Agreement shall extend to
and shall be binding upon and inure to the benefit of the successors and assigns of Participant.
Section 24 Miscellaneous
This HOME Agreement is executed in two (2) duplicate originals, each of which is deemed
to be an original. This HOME Agreement includes Exhibit "A" through Exhibit "C" which together
with this HOME Agreement constitute the entire understanding and agreement of the parties.
No private entity shall be deemed to be a third party beneficiary with respect to any provision
of this HOME Agreement.
This HOME Agreement integrates all of the terms and conditions mentioned herein or
incidental hereto, and supersedes all negotiations or previous HOME Agreements among the parties
or their predecessors in interest with respect to all or any part of the subject matter hereof.
If any part or provision of this HOME Agreement is in conflict or inconsistent with
applicable provisions of federal, state, or city laws, or is otherwise held to be invalid or
unenforceable by any court of competent jurisdiction, such part or provision shall be suspended and
superseded by such applicable law or regulations, and the remainder of this HOME Agreement shall
not be affected thereby.
All waivers of the provisions of this HOME Agreement must be in writing by the Executive
Director and the Participant, and all amendments thereto must be in writing by the Executive
Director and the Participant, except that the Executive Director may only agree to non - substantive
changes hereto with concurrence by Agency Counsel. Substantial changes to this HOME Agreement
shall require the prior approval of the governing board of the Agency.
SBEO /0001 /DOC/3544
8/31/99 1150 A 14
This HOME Agreement, when executed by Participant and delivered to Agency, must be
authorized by the governing body of the Agency and executed and delivered on behalf of the Agency
by its undersigned officers on or before thirty (30) days after signing and delivery of this HOME
Agreement by Participant, or this HOME Agreement shall have no force or effect, except to the
extent that Participant shall consent in writing to a further extension of time for the authorization,
execution and delivery of this HOME Agreement. The date of this HOME Agreement shall be the
date when it shall have been signed by the Executive Director as evidence by the date shown next
to the authorized signature of the Agency, below.
IN WITNESS WHEREOF, Agency and Participant have executed this HOME Agreement
as evidenced by the signatures of their authorized officers which appear below.
Date:
Approved as to Form:
Agency Counsel
Date:
SBEO /0001/DOC/3544
8/31/99 1150 A 15
FOUNINWA
Redevelopment Agency of the
City of San Bernardino
Gary Van Osdel,
Executive Director
PARTICIPANT
Neighborhood Housing Services
of the Inland Empire, Inc.;
a California non - profit corporation
C
Title:
i .Gr_
_
RECORDING REQUESTED BY )
Redevelopment Agency of the )
City of San Bernardino )
AND WHEN RECORDED MAIL )
PROPERTY TAX BILL TO: )
(Space above line reserved for use by Recorder)
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
GRANT DEED OF A PUBLIC AGENCY
AND
HOME FUNDS COMMUNITY REDEVELOPMENT
AFFORDABLE SINGLE FAMILY RESIDENTIAL HOUSING
DEVELOPMENT, USE AND OCCUPANCY CONDITIONS,
COVENANT AND RESTRICTIONS
(Neighborhood Housing Services of the Inland Empire, Inc.)
THIS GRANT DEED OF A PUBLIC AGENCY AND HOME FUNDS COMMUNITY
REDEVELOPMENT AFFORDABLE SINGLE FAMILY RESIDENTIAL HOUSING
DEVELOPMENT, USE AND OCCUPANCY CONDITIONS, COVENANTS AND
RESTRICTIONS (the "Agency Grant Deed ") transfers all of the right,
title and interest of the Redevelopment Agency of the City of San
Bernardino, a body corporate and politic (the "Agency ") in certain
real property situated at 571 Magnolia Street, San Bernardino,
California (the "Property ") to Neighborhood Housing Services of the
Inland Empire, Inc., a California non - profit corporation, (the
" Participant"), subject to the HOME Program (Title 24 Code of
Federal Regulations Part 92 et sea.) and community redevelopment
affordable single family housing conditions, covenants and
restrictions contained in PART B hereof. The Agency is the grantor
in this Grant Deed and the Participant is the grantee.
For valuable consideration, the receipt of which is hereby
acknowledged, the Agency hereby grants to the Participant, subject
to the HOME Program and community redevelopment affordable single
family housing 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:
SBEO /0001/DOC/3547
8/31%99 1145 sk Page 1 of 7
( -- The Property - -)
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 Participant is
expressly subject to the satisfaction of the following HOME Program
and community redevelopment affordable single family housing
conditions, covenants and restrictions as arise under that certain
HOME Program `Acquisition, Rehabilitation, and Resale Agreement,
dated as of September 7, 1999, (the "HOME Agreement ") by and
between the Agency and the Participant:
1. the Property shall be reserved for use, improvement and
occupancy for single family residential purposes for a
term of twenty -five (25) years commencing on the date of
recordation of this Grant Deed; and
2. the Property shall be used, reserved, sold, transferred,
granted, conveyed or otherwise hypothecated and occupied
only by a person or a family who is a "Qualified
Homebuyer" for a term of the shorter period of either:
(i) twenty -five (25) years from the date of recordation
of this Grant Deed; or (ii) twenty (20) years, as
provided in the HOME Covenant, upon its recordation as
d.escribed in subparagraph 3, below. The words "Qualified
Homebuyer" refer to any person or family who owns and
occupies (or who declares their intention to own and
occupy) the Property as their principal residence and who
also satisfy the requirement of being a "first -time
homebuyer," as defined at 24 Code of Federal Regulations
Part 92, and whose annual income during the twelve (12)
months preceding the date of initial occupancy of the
Property by the Qualified Homebuyer does not exceed the
income qualification limits for "lower income
households ", as defined at 24 Code of Federal Regulations
Part 92.
In general, the words "lower income
households" refer to persons and families
SBEO /0001/DOC/3547
8/31/99 1145 sk Page 2 of 7
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 at 80
percent of area median income, adjusted
for family size and revised annually.
3. As a condition precedent to any transfer, sale,
conveyance, grant or other hypothecation by the
Participant of the Property to a Qualified Homebuyer an
instrument entitled "HOME Program Regulatory,
Affordability, Use and Occupancy Covenant" (the "HOME
Covenant "), by and among the Participant, the Qualified
Homeowner and the Agency in a form reasonably acceptable
to the Agency, shall be fully executed by the parties in
recordable form by the Participant, the Qualified
Homebuyer and the Agency and filed for recordation as an
official record of the Recorder of San Bernardino County.
The'form of the HOME Covenant shall be consistent with
the terms and conditions of the HOME Agreement as
applicable to the Qualified Homebuyer at the time of
initial occupancy of the Property by a Qualified
Homebuyer. A copy of the HOME Agreement is on file with
the Agency Secretary as a public record and is
incorporated herein by this reference. Upon its
recordation, the fully executed form of the HOME Covenant
shall be a separate HOME Program and community
redevelopment affordable single family housing covenant
which runs with the Property and which binds the
Qualified Homebuyer and each heir, successor and assign
of the Qualified Homebuyer for a term of twenty (20)
years, as provided in the HOME Covenant.
4. Prior to the recordation of the HOME Covenant as provided
in subparagraph 3 above of this Agency Grant Deed, the
8roperty shall not be improved and offered for sale or
sold except to a Qualified Homebuyer for a sale price
which does not exceed a sum as calculated for the
Property, as set forth at 24 CFR Part 92.254(a)(2)(iii),
exclusive of customary and reasonable "escrow" and sales
transactional costs which may be normally allocated to a
Qualified Homebuyer by an owner - builder of a single
family dwelling unit offered for sale to persons and
families of lower income. The provisions of this
subparagraph 4 of the Agency Grant Deed shall have no
further force or effect upon the Property after the date
of the complete execution and recordation of the HOME
Covenant.
SBEO /0001/DOC/3547
8/31/99 1145 sk Page 3 of 7
5. The Property shall be subject to the following HOME
Program affordable housing and redevelopment covenant in
perpetuity and the text which appears in this Agency
Grant Deed shall be incorporated into the text of each
grant deed or other instrument which transfers the
Property to a successor in interest of the Participant
and each Qualified Homebuyer:
"The grantee herein covenants by and for
himself or herself, his or her 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, handicap, national
origin or ancestry in the sale, transfer, use,
occupancy, tenure or enjoyment of the land
herein conveyed, nor shall the grantee himself
or herself or any person claiming under or
through him or her, establish or permit any
such practice or practices of discrimination
or segregation with reference to the
selection, location, number, use or occupancy
of any vendee in the land herein conveyed.
The foregoing covenants shall run with the
land."
PART C
During the term of subparagraph 2 of PART B of this Agency Grant
Deed, but prior to the recordation of a fully- executed copy of the
HOME Covenant, the Agency hereby authorizes the Participant to
conduct land improvement and new home sales and ancillary business
activity on. the Property associated with the improvement and sale
of the Property to a Qualified Homebuyer by the Participant,
pursuant to the HOME Agreement. The provisions of this PART C of
this Agency Grant Deed shall have no further force or effect upon
the Property after the date of the execution and recordation of the
HOME Covenant.
PART D
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 of low- and moderate - income housing. The
transfer of the Property by the Agency to the Participant for this
purpose and the recordation of this Agency Deed is required by the
SBEO /0001/DOC/3547
8/31/99 1145 sk Page 4 of 7
provisions of 24 Code of Federal Regulations Part 92, and is also
authorized by Health and Safety Code Sections 33334.2 and 33334.3,
and other applicable law and actions of the Agency.
PART E
Upon the delivery of this Agency Grant Deed to the Participant, the
HOME Program and the community redevelopment affordable housing
conditions, covenants and restrictions as contained herein shall be
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 provided by
Health and Safety Code Section 33334.3(f)(2) against the
Participant and each successor in interest or assignee of the
Participant in the Property, including, without limitation, any
Qualified Homebuyer. No person other than either the City of San
Bernardino or the Agency 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.
SBEO /0001/DOC/3547
8/31/99 1145 sk Page 5 of 7
THIS AGENCY GRANT DEED is executed as of the date indicated below
next to the authorized signature of the Executive Director of the
Agency.
Dated:
Approved As To Form:
Agency Counsel
[NOTARY JURAT ATTACHED]
AGENCY
Redevelopment Agency of the City
of San Bernardino, a body
corporate and politic
By:
Executive Director
SBEO /0001/DOC/3547
8/31/99 1145 sk Page 6 of 7
ACCEPTANCE OF AGENCY GRANT DEED AND HOME FUNDS COMMUNITY
REDEVELOPMENT AFFORDABLE SINGLE FAMILY RESIDENTIAL,
HOUSING DEVELOPMENT, USE AND OCCUPANCY CONDITIONS,
COVENANTS AND RESTRICTIONS
BY THE PARTICIPANT
The undersigned officer of Neighborhood Housing Services of the
Inland Empire, Inc., a California non - profit corporation (the
"Participant "), hereby accepts the delivery of the instrument
identified above as the "Grant Deed of a Public Agency and HOME
Funds and Community Redevelopment Affordable Single Family
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 Participant hereby acknowledges and agrees that it accepts the
Property in an "AS IS ", "WHERE IS" and "SUBJECT TO ALL FAULTS"
condition and that the Participant is solely responsible for
causing the Property to be improved as set forth in the HOME
Agreement by and between the Agency and the Participant.
The Participant hereby further accepts and agrees to each of the
community redevelopment affordable single family residential
housing use, improvement and occupancy conditions, covenants and
restrictions contained in the Agency Grant Deed touch and concern
the Property and are HOME Program and community redevelopment
covenants which run with the land.
PARTICIPANT
Neighborhood Housing Services of
the Inland Empire, Inc.; a
California non - profit
corporation
Date: 9 By
Its:
[NOTARY JURAT ATTACHED]
SBEO /0001/DOC/3547
8/31/99 1145 sk Page 7 of 7
-CDC 1999 -30
ACCEPTANCE OF AGENCY GRANT DEED AND HOME FUNDS COMMUNITY
REDEVELOPMENT AFFORDABLE SINGLE FAMILY RESIDENTIAL
HOUSING DEVELOPMENT, USE AND OCCUPANCY CONDITIONS,
COVENANTS AND RESTRICTIONS
BY THE PARTICIPANT
The undersigned officer of Neighborhood Housing Services of the
Inland Empire, Inc., a California non - profit corporation (the
"Participant "), hereby accepts the delivery of the instrument
identified above as the "Grant Deed of a Public Agency and HOME
Funds and Community Redevelopment Affordable Single Family
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 Participant hereby acknowledges and agrees that it accepts the
Property in an "AS IS ", "WHERE IS" and "SUBJECT TO ALL FAULTS"
condition and that the Participant is solely responsible for
causing the Property to be improved as set forth in the HOME
Agreement by and between the Agency and the Participant.
The Participant hereby further accepts and agrees to each of the
community redevelopment affordable single family residential
housing use, improvement and occupancy conditions, covenants and
restrictions contained in the Agency Grant Deed touch and concern
the Property and are HOME Program and community redevelopment
covenants which run with the land.
PARTICIPANT
Neighborhood Housing Services of
the Inland Empire, Inc.; a
California non - profit
corporation
Date: By
Its:
(NOTARY JURAT ATTACHED]
SBEO /0001/DOC/3547
9/8/99 1250 sk Page 7 of 7
CITY OF SAN BERNARDINO
Interoffice Memorandum
CITY CLERK'S OFFICE
Records and Information Management (RIM) Program
DATE: August 14, 1999
TO: Gary Van Osdel, Executive Director
FROM: Melanie Miller, Senior Secretary
RE: Transmitting Documents for Signature
Attached are the following original documents:
Resolution . CDC 1999 -30 Acceptance of Agency Grant Deed (one page only)
Please obtain signatures where indicated on all copies.
Please return everything to the City Clerk's Office as soon as
possible to my attention. I will forward to you a file copy
when fully executed.
If you have any questions, please do not hesitate to contact me at ext. 3212. Thank you.
Rachel Clark
City Clerk
By: Melanie Miller
Senior Secretary
I hereby acknowledge receipt of the above mentioned documents.
Signed: 6
Dater