HomeMy WebLinkAboutReso 2013-043RESOLUTION NO. 2013-043
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA AUTHORIZING THE CITY MANAGER TO
EXECUTE A DECLARATION OF COVENANTS,
CONDITIONS, AND RESTRICTIONS BY AND BETWEEN
THE CITY OF CHULA VISTA AND MONARCH AT TAVERA,
L.P. FOR A RENTAL HOUSING DEVELOPMENT TO BE
LOCATED ON NEIGHBORHOOD R-29 IN OTAY RANCH
VILLAGE 2 IN SATISFACTION OF THE CITY'S BALANCED
COMMUNITIES POLICY
WHEREAS, on May 23, 2006, the City approved the Otay Ranch Village Two Sectional
Planning Area (SPA) Plan by Resolution Number 2006-156; and
WHEREAS, the Affordable Housing Program of the SPA Plan provides for five percent
of all newly constructed dwelling units being designated for occupancy and affordability by low-
income households and five percent for moderate-income households consistent with the City of
Chula Vista Housing Element established Policy 5.1.1 of the City's Housing Element of the
General Plan ("Balanced Communities Policy"); and `
WHEREAS, an Affordable Housing Agreement (the "Agreement") documents the
obligation and will be recorded against all property within Otay Ranch Village 2. As there are
multiple land owners within Village 2, each land owner will satisfy their own requirement. The
obligations recorded against the property will be binding on Developer and its successors and
assigns in the Property. A copy of said Agreement is attached as Attachment A; and
WHEREAS, Lot R-29 of Village 2 was purchased and is proposed to be developed by
Monarch at Tavera L.P. ("Developer") into a one hundred eighty-seven (187) unit rental
community (the "Project"); and
WHEREAS, in accordance with Policy 5.1.1, Developer is obligated to meet the
Affordable Housing Obligation of 18.7 affordable units ("Affordable Housing Obligation") of
which 9.35 units are to be for moderate income households and 9.35 units are to be for low
income households; and
WHEREAS, the Developer has satisfied 6.35 low income units by proof of transfer of
such credits from John P. Baldwin, leaving three (3) low income units remaining Affordable
Housing Obligation to be satisfied; and
WHEREAS, the Developer voluntarily has proposed to fulfill the Affordable Housing
Obligation by constructing ten (10) moderate income units within the Project and fulfill the
remaining three (3) low income obligation by providing proof of transfer of credits or payment
of an in-lieu fee prior to issuance of building permit; and
Resolution No. 2013-043
Page No. 2
WHEREAS, the Environmental Review Coordinator has reviewed the proposed project
for compliance with the California Environmental Quality Act (CEQA) and has determined that
the proposed project was adequately covered in previously adopted Final Second Tier
Environmental Impact Report, EIR 02-02. Thus, no further CEQA review or documentation is
necessary.
NOW, THEREFORE, BE IT RESOLVED that the City Manager is hereby authorized to
execute the Declazation of Covenants, Conditions, and Restrictions ("Agreement"), in substantial
form, by and between Monazch at Tavera L.P. in satisfaction of their Balanced Communities
Policy Affordable Housing Obligation and the City Manager is further authorized to make such
minor modifications as may be required or approved by the City Attorney.
Presented by
Deputy Cit~1 tanager/Director of
Development Services
Approved as to form by
Resolution No. 2013-043
Page No. 3
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 19th day of March 2013 by the following vote:
AYES: Councilmembers: Aguilar, Bensoussan, Ramirez, Salas and Cox
NAYS: Councilmembers: None
ABSENT: Councilmembers: None
~ ~ J ~
Cheryl Cox, May r
ATTEST:
Donna R. Norris, C C, City Clerk
STATE OF CALIFORNIA
COUNTY OF SAN DIEGO
CITY OF CHULA VISTA
I, Donna R. Norris, City Clerk of Chula Vista, California, do hereby certify that the foregoing
Resolution No. 2013-043 was duly passed, approved, and adopted by the City Council at a
regular meeting of the Chula Vista City Council held on the 19th day of March 2013.
Executed this 19th day of March 2013.
~.O34.GL0~ ,1 ~~/VO~~
Donna R. Norris, CMC, City Clerk
Resolution No. 2013-043
Page No. 4
NO CHARGE ON TffiS DOCIIMENT
PER CALIFORNIA GOVERNMENT
CODE SECTION 6103
Recording Requested By
And When Recorded MaII To:
City Clerk
City of Chula Vista
276 Fourth Avenue
Chula Vista, CA 91910
DECLARATION OF COVENANTS, CONDITIONS AND RESTRICTIONS
(TENANT RESTRICTIONSI
(Lot R-29 Otav Ranch Village Twol
TffiS DECLARATION OF COVENANTS, CONDTTIONS AND RESTRICTIONS
("Declazation") is dated as of the _ day of , 2013, by Monarch at Tavern, L.P., a
Delawaze limited partnership ("Declarant") in connection with that certain pazcel of real property
("Property") located in the City of Chula Vista ("Cit}'~, County of San Diego, California, descnbed
in Exhibit "A" attached hereto and incorporated herein by reference.
RECTTALS
A. The City of Chula Vista Housing Element established Policy 5.1.1 of the City's
Housing Element of the General Plan ("Balanced Community Policy"),which requires the occupancy
and affordability of tea percent (10%) of each housing development of 50 or more units for low and
moderate-income households, with at least one half of those units (5% of proj ect total units) being
designated for low-income households (the "Affordable Housing Obligation"). The Balanced
Community Policy also allows, under specified circumstances, alternative means of compliance.
B. The Property is located within Otay Ranch Village 2 in Chula Vista, California (as
more particularly described on the Property Legal Description attached hereto as Exhibit "A", the
"Property"). Declarant has acquired title to the Property and will be constructing and permanently
financing a-one hundred eighty-seven (187) unit housing project (the "Project").
C. In accordance with Policy 5.1.1, Developer is obligated to meet the Affordable
Housing Obligation of 18.7 affordable units of which 9.35 units aze to be for moderate income
households and 9.35 units aze to be for low income households. 6.35 of the required low income
units have been satisfied bytransfer oflow-income affordable housing credits to the project leaving
three (3) low income units remaining to be satisfied.
D. To meet the requirements of the Balanced Community Policy, the Declarant has
agreed to enter into and record ties Declarntion to provide ten (10) units within the Project to be
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Resolution No. 2013-043
Page No. 5
operated as affordable rental housing for moderate income households (the "Affordable Units").
Prior to issuance of building permit Declarant may satisfy its Affordable Housing Requirement for
the remaining three (3) low income unit requirement by Declarant notifying and executing one of the
following alternate methods ("Alternate Methods"):
1. Cause the transfer of three (3) low income affordable housing credits from a
source within the Otay Ranch Spa Two (Village 2) masterplaaned community, or
2. Payment to the City of Chula Vista of an in lieu fee in the amount of $124,220 per
unit for a total of $372,660, which payment shall be placed in the Inclusionary
Housing Fund.
E. The purpose of this Declaration is to regulate and restrict the rents and occupancy of
the Affordable Units and to implement controls on the ownership, operation, and management of the
Affordable Units. The covenants in this Declaration are intended to run with the land and be binding
on the Declarant and its successors and assigns in the Property.
NOW, THEREFORE, Declarant hereby declazes that the Property shall be subject to the
covenants, conditions and restrictions set forth below:
1. Restrictive Covenants. Declarant agrees and covenants on behalf of itself and its successors
and assigns, and each successor in interest to the Property, that at all times during the term of this
Declaration set forth herein ten (10) units at the Property shall be set aside and reserved es
"Affordable Units." As used hercin the term "Affordable Units" shall refer to those residential units
at the Property which are owned or held available strictly in accordance with the terms and
conditions set forth below.
(a) Affordable Unit Restrictions. The following restrictions shall apply to the ten (10)
Affordable Units. The restrictions set forth. in the Table below shall establish the maximum rental
rate, when not precluded by state ]aw, from which a utility allowance, as approved by the City, shall
be deducted:
TABLE 1: RENT, INCOME AND OCCUPANCY RESTRICTION-CRTTERIA
~.r NUMBER OF MAXAIUM%OF MAXANM MONTHLY YEARS OF MWAIUM tIt.'fr
DESCRIPTION AFFORDABLE AREA MEDIAN RENTS AS PERCENTAGE RENT OCCUPANCY
UNPCS R'COME OF OF AREA MEDIAN AESTAIC170N
EllGIBCETINAN'CS WCOME ADNSTID FOR
FAMIl,Y SfZE
APPROPRIATE FOR THE
LJNrr
1 h!] Lm d 129°/. of Abn ll12°of 30%of 110°h ofAAII 30 ] prsson
21A'2~ 5 120%ofAMI 1/12"af 30%of 110%ofAMI - 20 2pemds
3Ld16a 1 120%oCAMI ln2°of30%ot 110%ofAMI 20 3penms
TOTAL ~ ~`..Y~y-..
Y
AFFORDABLE
iJNIIS l0
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Resolution No. 2013-043
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(b) `Eligible Tenants" are those tenants whose aggregate gross annual income does not
exceed the respective percentages set forth in Table 1 above of the annual median income, as
adjusted for family size. All the units shall be Affordable Units as referenced in the Table. For
purposes of this Declaration, the current annual median income shall be the median income defined
by the State Department of Housing and Conunurrity Development ("HCD") as the then current
median income forthe San Diego Standard Metropolitan Statistical Area, established periodicallyby
HCD, as adjusted for family size. The rents and the occupancyrestrictions shall be deemed adjusted,
from time to time, in accordance with any adjustments that are authorized by HCD or any successor
agency. In the event HCD ceases to publish an established median income as aforesaid, the City
may, in their sole discretions, use any, other reasonably comparable method of computing
adjustments in area median income. Notwithstanding anything contained herein to the contrary; to
the extent any other restrictions applicable to the Property limit the rent and/or occupancy of the
Property, the most restrictive shall apply.
(c) An adjustment of rents may be performed annually in accordance with fire rents
contained in the applicable City or HCD rent schedules published by the City for the affected unit
type and updated from time to time. Further, the rents charged shall be further limited as set forth in
Section 14, hereof.
2. Affordable Mazketine Plan Comnliance• Selection of Residents. Declarant shall utilize the
City's standardized management. and mazketing plan for rental of all of the Affordable Units.
Declazant's marketing of the Affordable Units shall be in compliance with federal and state fair
housing laws. The mazketing plan, at a minimum, requires publicizing the availability of the
Affordable Units within the City, such as notices in any City-sponsored newsletter, advertising in
local newspapers, and notice in City offices. In the event the City implements a master waitine list
for affordable housing in the City ("Master List"), then Developer shall provide notices to persons on
the Master List of the availability of the Affordable Units, prior to undertaking other forms of
marketing. Developer shall give the persons on the Master List not fewer than fifteen (15) days after
receipt of such notice to respond by submitting application forms for rental of the Affordable Units.
Selection of residents shall be made based upon the Master List, rather than on a fast-come, first-
serve basis. Provided, however, (i) all tenants of each Affordable Unit shall meet the income
requirements set forth herein and tenancy and eligibility shall be in conformance with the terms and
standards set forth in the management marketing plan and no preference may be used for the purpose
or effect of delaying or otherwise denying admission to the Property or unit based on the race, color,
ethnic origin, gender, religion, disability, or age of any member of an applicant household; and (ii)
nothing herein shall restrict Declarant from screening tenants through the application of criteria
which is lawful and customary in apartment management in San Diego County and otherwise
consistent with federal, state and local regulations and restrictions related to the financing for the
Project.
3. Determination: Annual Reoualification. Declazant shall obtain from each person to whom
Declazant leases an Affordable Unit a "Supplemental Rental Application" ("Application") in the
form of Exhibit "B", attached hereto (or such other form as City may from time to time adopt).
Declarant shall be entitled to rely on the Application and supporting documents thereto in
determining whether a household is an "Eligible Tenant". Declazant shall retainthe Application and
supporting documents for a period of not less than three (3) yeazs after the household ceases to
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Resolution No. 2013-043
Page No. 7
occupy an Affordable Unit. An Affordable Unit occupied by an Eligible Tenant, shall be treated as
an Eligtble Tenant until a recertification of such tenant's income demonstrates that such tenant no
longer qualifies as an "Eligible Tenant"
4. Increased Income of Tenants.
(a) Non-Oualifvin¢ Household. If, upon recertification of the income of a Tenant of an
Affordable Unit, the Declarant determines that a former Moderate Income Household has an Annual
Income exceeding the maximum qualifying income for a Moderate Household set forth in Section L
(b), such Tenant shall be permitted to continue to occupy the Unit at the market rate rent, and the
Owner shall rent the next available Unit to a Moderate Income Household, as applicable; to meet the
requirements of Section 1 above. Declarant shall maintain the occupancy requirements set forth in
Section 1 (a) above.
5. Relationship with Declarant. The term "Eligible Tenant" shall not include Dularant or any
individuals who are partners or shareholders in Declarant or in any entity having an interest in
Declarant or in the Property, or officer, employee, agent or consultant of the owner, developer or
sponsor.
6. No Student Deoendeats. No Affordable Unit shall be occupied or leased to any person who
is a full-time student, or a household comprised exclusively of persons who aze full-time students,
unless suchpersons are married and eligible to file a joint federal income tax return. The term "full-
time student" shall be defined as any person who will be or has been afull-time student during five
calendaz months of the calendaz yeaz in question at an educational institution (other than a
correspondence school) with regulaz faculty and students and ora student dependent as defined in the
U.S. Internal Revenue Code, unless the taxpayer (upon whom the student in question is dependent)
resides in the same dwelling unit.
7. Income of Co-tenants. etc. The income of all co-tenants and/or non-dependent occupants
shall be taken into account in determining whether a household is an Eligible Tenant hereunder.
8. Eviction.
(a) Any Reason Other Than Over lncome. In the event that a tenant who was properly
certified as an Eligible Tenant at the commencement of such tenant's occupancy ceases to be
eligible, for any reason other than Annual income exceeding the maximum qualifying income for a
Moderate Household, Declarant shall have the right to pursue all legal remedies available under such
tenant's lease to cause such tenant to vacate the Affordable Unit. The vacated Affordable Unit shall
thereafrer be rented to an Eligible Tenant.
9. Maintenance.
(a) Physical Condition of Affordable Units. Afrer completion of the Affordable Units,
Declarant shall continually maintain the Affordable units in a condition which satisfies the Housing
Quality Standards promulgated by HUD under its Section 8 Program,- as such standards aze
interpreted and enforced by City under their normal policies and procedures. City shall have the
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Resolution No. 2013-043
Page No. 8
right to inspect the Affordable Units from time to time, on reasonable notice and at reasonable times,
in order to verify compliance with the foregoing maintenance covenant. Further, each Affordable
Unit shall be requalified annually, as to the foregoing maintenance covenant, as part of the annual
tenant requalification process descnbed in Section 3 above. Any deficiencies in the physical
condition of an Affordable Unit shall be corrected by Declazant at Declazant's expense within thirty
(30) days of the identification of such deficiency by City and delivery of written notice of the same to
Declarant (unless such deficiency is not capable of being cured within such thirty (30) day period,
then such amount of time as City determines is needed, not to exceed one hundred twenty (120) days,
provided Declarant commences cure within such thirty (30) day period and continues to diligently
pursue cure). .
(b) Crime-Free Proiect. At all times during the term ofthis Declaration, the Declarant
shall participate in the City's Crime-Free Multifamily Housing Program, or any successor oz similaz
progmm established by the City.
10. Monitoring. It is contemplatedtha[,duringthetermofthisDeclaration,theCitywillperfotm
the following monitoring functions: (a) preparing and making available to Declarant any general
information that the Citypossess regazding income litnitations and restrictions which are applicable
to the Affordable Units; (b) reviewing the documentation submitted by Declarant in connection with
the annual certification process for Eligible Tenants descnbed in Section 3, above; and (c) inspecting
the Affordable Units to verify that they are being maintained in accordance with Section 9, above.
Notwithstanding the foregoing description of City functions, Declarant shall have no claim or right
of action against the City based on any alleged failure to perform such function.
11. Declaant Required to Pav Monitoring Fees. Declarant shall pay the City Housing Division a set-
up fce of Six Hundred Fifty Dollars ($650.00) which shall be paid by Declarant to City within ten (10)
days of written demand for the same, Thereafter, in each subsequent yeaz during the term of this
Declaration, Declaant shall pay to City an annual monitoring fee, in an amount equal to the set-up fee,
increased by three percent (3%) cumulative each yeaz. The annual monitoring fee shall be paid to City
annually within ten (10) days after City provides a written invoice for the same. Failure to timely pay
such fees shall constitute a material default under the terms and conditions of this Declaration. Both the
set-up fee and annual monitoring fee shall be paid to City as a consideration for the lending of funds by
Agency to Dedarant
12. Lease Provisions. Declarant agrees that it will include in all of its leases, and cause its
successors in interest to include in all of their leases, the following provision:
Lessee agrees, upon written request from the Landlord, City of Chula V ista ("City"),
to certify under penalty of perjury the accuracy of all information provided in
connection with the examination or reexamination of annual income of the tenant's
household. Further, tenant agrees that the annual income and other eligibility
requirements aze substantial and material obligations of the tenancy and that the
tenant will comply promptly with all requests for information with respect to the
tenancy from the Landlord, City. Further, tenant acknowledges that tenant's failure
to provide accurate information regarding such requirements (regardless of whether
such inaccuracy is intentional or unintentional) or the refusal to comply with the
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Resolution No. 2013-043
Page No. 9
request for information with respect thereto, shall be deemed a violation of this ]ease
provision, and a material breach of the tenancy and shall constitute cause for
immediate trr~ation of the tenancy.
13. Non-Discrimination.
(a) Oblieation to Refrain from Discrimination. Dechuant covenants by and for itself and
any successors in interest that there shall be no discrimination against or segregation of anyperson
or group of persons on account of race, color, creed, religion, sex, sexual orientation, marital status,
national origin, ancestry, familial status, source of income or disability in the sale, lease, sublease,
transfer, use, occupancy, tenure or enjoyment of the Property, nor shall Declarant or any person
claiming under or through it establish or permit any such practice or practices of discrimination or
segregation of any person or group of persons on account of any basis listed in subdivision (a) or (d)
of Section 12955 of the Government Code, as those bases aze defined in Sections 12926, 12926.1,
subdivision (m) acid paragraph (1) of subdivision (p) of Section 12955, and Seciion 12955.2 of the
Govenunent Code, with reference to the selection, location, number, use or occupancy of tenants,
lessees, subtenants, sublessees or vendees of the Property or the rental, lease sale of the Property and
any dwelling unit thereon. The foregoing covenants shall run with the Property.
(b) Nondiscrimination Covenants. Declarant shall refrain from restricting the rental,
lease and sale of the Property and any dwelling unit thereon on the basis of race, color, creed,
religion, sex, sexual orientation, marital status, ni3xional origin, ancestry, familial status, source of
income or disability of any person. All such deeds, leases or contracts shall contain or be subject to
substantially the following nondiscrimination or nonsegregation clauses:
(1) Deeds. In deeds "The grurtee herein covenants by and for itsell; its successors
and assigns, and all persons claiming under or through them, that there shall be no discrimination
against or segregation of, any person or group of persons on account of race, color, religion, sex,
sexual orientation, disability, medical condition, familial status, source of income, marital status,
national origin or ancestry in the sale, lease, sublease, transfer, use, occupancy, tenure or enjoyment
of the land herein conveyed, nor shall the grantee 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, subtenanu, sublessees or
vendees in the land herein conveyed. The foregoing covenants shall run with the land."
(2) Leases. Tn leases "The lessee herein covenants by and for itsel>; its successors
and assigns, and all persons claiming under or through them, and this lease is made and accepted
upon and subject to the following conditions:
That there shall be no discrimination against or segregation of anyperson or group of
persons, on account of race, color, religion, sex, sexual orientation, disability,
medical condition, familial status, source of income, marital status, national origin or
ancestry in the leasing, subleasing, renting, transferring, use, occupancy, tenure or
enjoyment of the land herein Leased, nor shall lessee itself, or any person claiming
under or through it, establish or permit such practice or practices of disrrlr+~*±stion or
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Resolution No. 2013-043
Page No. 10
segregation with reference to the selection, location, number, use or occupancy of
tenants, lessees, sublessees, subtenants or vendees in the land herein leased."
{3) Contracts. In contracts "There shall be no discrimination against or
segregation of any person or group of persons on account of race, color, religion, sex, sexual
orientation, disability, medical condition, familial status, source of income, marital status, national
origin or ancestry in the sale, lease, sublease, transfer, use, occupancy, tenure or enjoyment of the
land, nor shall the transferee itself or any person claiming under or through it, establish orpermit 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."
14. Successors Bound. Declarant covenants, for itself and its successors and assigns, not to sell;
transfer, assign or otherwise dispose of ownership of the Property, without the express written
consent of the City, whose consent shall notbeunreasonablywithheld. Anyprospectivepurchaser,
transferee or assignee shall expressly promise in writing to be bound by all of the provisions hereof,
including the covenant in this Section 13 to require successors to expressly assume the obligations
herein.
15. Maximum Rent To Be Collected by Declazant. In no event, shall all of the rent, including the
portion paid by the Eligible Tenant and any other person or entity, collected by Declazant (the "Total
Rent") for any rent restricted unit exceed the amount ofrent set forth in Table 1. Total Rent includes
all payments made by the Eligible Tenant and all subsidies received by Declazant. In the case of
persons receiving Section 8 benefits, who aze Eligible Tenants, Declarant acknowledges that it shall
not accept any subsidy or payment that would cause the Total RenT received for any restricted unit to
exceed the maximum rents allowed in Table 1, for any Affordable Unit. Should Declarant receive
Total Rent in excess of the allowable maximum rent set forth in Table 1, Declarant agrees to
immediately notify City and reimburse the City for any such overpayment. Acceptance by Declarant
or its successors in interest, of Total Rent in excess of the maximum rent set forth in Table 1 shall
constitute a material breach of thisDeclaration. The City, in its sole and unfettered discretion, may
waive a breach of this paragraph if it determines and informs Declazant in writing that Declarant's
actions to immediately notify City of the overpayment and reimbursement to City for such
overpayment has satisfactorily cured the breach of this paragraph.
16. Telm. This Declaration and the covenants and restrictions contained herein shall be effective
on the date this Declazation is recorded and shall remain in full force and effect for a period of
twenty (20) years from the date of issuance of the certificate of occupancy for the 187`s residential
unit at the Property.
17. Enforcement. Declarant expressly agrees and declares that the City or any successor public
entityor agency is a proper party and shall have standing to initiate and pursue any and all actions or
proceedings, at law or in equity fo enforce the provisions hereofand/or to recover damages for any
default hereunder, notwithstanding the fact that such damages or the detriment arising from such
defaultmayhaveactuallybeensufferedbysomeotherpersonorthepublicatlarge. Further, the City
or any successor public entity or agency shall be the proper party to waive, relinquish, release or
modify the rights, covenants, obligations or restrictions contained in or arising under this
Declaration.
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18. Attomevs' Fees. In the event that any litigation for the enforcement or interpretation of this
Declaration, whether an action at law or arbitration or any manner of non judicial dispute resolution
to this Declaration by reason of the breach of any condition or covenant, representation or warranty
in this Declaration, or otherwise arising out of this Declaration, the prevailing party in such action
shall be entitled to recover from the other reasonable attomeys' fees to be fined by the court which
shall render a judgment,. ss well as the costs of suit
19. S everability. La the event that any provision or covenant ofthis Declaration is held by a wort
of competent jurisdiction to be invalid or unenforceable, then it shall be severed from the remaining
portions of this Declaration which shall remain in full force and effect.
20. Covenants to Run With the Land. The covenants contained herein shall constitute
"covenants running with the land", and shall bind the Property and every person having as interest
therein during the term of this Declaration. Declarant agrees for itself and its suwessors that, in the
event that, for any reason whatsoever, a court of wmpetent jurisdiction deternrines that the foregoing
covenants do not run with the land, such wvenants shall be enforced as equitable servitudes against
the Property.
21. Recordation: Waiver and AmendmentPavmentofFees. This Declarationsha-berewrded
in the Office of County Recorder of San Diego, California. No provision of this Declaration, or
breach of any provision, can be waived except in writing. Waiver of any provision or breach shall
not be deemed to be a waiver of any other provision, or of any subsequent breach of the same or
otherpmvision_ Except as otherwiseprovidedherein,thisDeclarationmaybeamended,modifiedor
rescinded only in writing signed by Declarant and the City and such amendment or memorandum
thereof recorded in the Office of County Recorder of San Diego, California. In the event the City
wnsents to such an amendment, modification or rescission, the same shall be wnditioned upon
Declarant's payment of all fees and costs incurred by the City with respect to the same, including
without limitation attomeys fees. The City may waive the aforementioned vests and fees if the
amendment, modification, or rescission is required solely because of City action. ,
22. Remedies.
(a) Contract Governed by Laws of State of California. This Declaration, its performance,
and all suits and special proceedings under this Declazation, shall be constituted in accordance with
the laws of the State of California and Federal law, to the extent applicable. In any action, special
proceeding, or other proceeding that may be brought azising out ot; under or because of this
Declaration, the laws of the State of California and the United States, to the extent applicable, shall
govern to the exclusion of the law of any other fonrm, without regard to the jurisdiction in which the
action or special proceeding may be instituted.
(b) Standin¢. Eouitable Remedies: Cumulative Remedies. Declarant expressly agrees
and declares that City or any successor or public entity or agency shall be the proper party and shall
have standing to initiate and pursue any and all actions or proceedings, at law or is equity, to enfomz
the provisions hereofand/or to recover damages for nay default hereunder, notwithstanding the fact
that such damages or the detriment arising from such a default may have actually been suffered by
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some other person or by the public at large. Further, Declarant expressly agrees that receivership,
injunctive relief and specific performance aze properpre-trial and/orpost-trial remedies hereunder,
and that, upon any default, and to assure compliance with this Declaration. Nothing in this
subpazagraplr, and no recovery to the City, shall restrict or limit the rights or remedies of persons or
entities other than City, against Declarant in connection a~th the same or related acts by Declarant.
The remedies set forth in this Section are cumulative and not mutually exclusive, except the extent
that their awazd is specifically determined to be duplicative by final order of a court of competent
jurisdiction.
(c) Remedies at Law for Breach of Tenant Restrictions. In the event of any material
default undei Sections 1 through 19 hereof regazding restrictions on the operation and the transfer of
the Property, the City shall be enfitled to, in addition to any and all other remedies available at law or
in equity, recover compensatory damages. If the default in question involves the collection of rents
in excess of the rents permitted hereunder, the amount of such compensatory damages shall be the
product of multiplying: (a) the number of months that the default in question has continued until the
time of trial by (b) the result of subtracting the rents properly chazgeable hereunder for the
Affordable Units in question from the amount actually chazged for those Affordable Units.
Declazant and the City agree that it would be extremely difficult or impracticable to ascertain the
precise amount of actual damages accruing to City as a result of such a default and that the foregoing
formula is a fair and reasonable method of approximating such damages. The City shall be entitled
to seek and to recover damages in separate actions for successive and separate breaches which may
occur. Fhrther, interest shall accrue on the amount of such damages from the date of the breach in
question at the rate of ten percent (10%) per annum or the maximum rate than allowed by law,
whichever is less. Nothing in this Section shall preclude the awazd of exemplary damages as
allowed by law.
(d) Exaert Witness. Attorneys' Fees and Costs. The parties agree that the prevailing
party in litigation for the breach and/or interpretation and/or enforcement of the terms of this
Declaration shall be entitled to thew expert witness fees, if any, as part of their costs of suit, and
reasonable attorneys' fees as may be awarded by the court, pursuant to California Code of Civil
Procedure ("CCP") §1033.5 and any other applicable provisions of California law, including,
without limitation, the provisions of CCP §993.
23. Mortza¢ees Protection. No violation or breach of the covenants, conditions, restrictions,
provisions or limitations contained in this Declaration shall defeat or render invalid or in any way
impair the lien or chazge of any pemitted deed of trust recorded on the Property provided, however;
that any subsequent owner of the Property shall be bound by the covenants, conditions, restrictions,
limitations and provisions of this Declazation, whether such owner's title was acquired by
foreclosure, deed in lieu of foreclosure, trustee's sale or otherwise.
24. Conversion to Condominiums. In the event Declarant has expressed during the term of this
Declaration its intent to convey, transfer or sell of any portion of the Property as a condominium,
Declarant shall cause to be executed and recorded covenants and/or a regulatory agreement, as
mutually agreed upon, restricting the sale and affordaliility of requred Affordable Units for a period
equal to the then remaining term of tlis Declaration, and shall provide tenants with the required
Page 9 of 12
Resolution No. 2013-043
Page No. 13
notices of the intent to terminate tenancy and conversion of the Affordable Units in accordance with
this Section.
(a) Restriction of Sale to Eli 'ble Bum. Prior to submittal of an application to the
Califomia Department of Real Estate for a public report, Declarant shall record against the real
property, a covenant and/or an individual regulatory agreement, in a form and content approved by
the City, restricting the sale and affordability of ten (10) of the total units to Moderate Income
Households as required in this Declaration and for the then remaining term of this Declaration.
Declarant agrees that the conveyance, transfer or sale of any portion of the Property as a
condominium prior to the execution and recordation of such covenant and/or regulatory agreement
for the sale of Affordable Units, shall be a breach of this Declaration, entitling the City to
immediately exercise any and all of their rights and remedies under this Declaration.
(b) Notice to Tenants and Ciri. Declarant shall be responsible to give each tenant and
each prospective and new tenant of an Affordable Unit all notices and documents required by this
Section. A copy of all notices sent to tenants shall be famished to the City's Development Services
Deparhnent.
(1) Each tenant shall receive written notice of intention to convert the
development to condominium ownership at least 180 days prior to termination of tenancy due to the
conversion of the developmentto individual ownership oftheAffordable Units. Following, delivery
of such written notice, all prospective and new tenants of an Affordable Unit shall be provided with a
copy of such notice.
(2) Each tenant shall be given 10 days written notice that an application for a
public report will be submitted to the Califomia Department of Real Estate, and that a copy of this
report will be available on request, as required by state statutes.
(3) Each tenant shall receive written notification of the receipt of the Public
Report from the Califomia Department of Real Estate within 5 days of receiving this report, as
required by State statutes.
(4) No later than sixty (60) days preceding the anticipated date of application for a
public report to be submitted to the California Department ofReal Estate, Declarant shall provide the
City with written notice of the availability of the Affordable Units for sale, including the type.
(detached or attached), size (square footage and number ofbedrooms), location, and required income
level of the unit, with specific reference to this Agreement by date and name of the Declarant who
executed the Agreement and location of the Property described in Exhibit A of this Agreement
(5) If the original rental agreement with the tenant was negotiated in Spanish,
Tagalog, oranother language, all written notices required by this Chapter shall be issued-in that
language.
(~ All notices shall be sent by fast-class mail postage prepaid.
Page 10 of 12
Resolution No. 2013-043
Page No. 14
25. Noticin¢ Requirements Prior to Termination. Prior to termination of this Declaration,
Declarant shall comply with any and all noticing requirements required under any applicable laws or
regulations, including without limitation, the requirements of California Government Code Sections
65863.10 and 65863.11.
26. Suture Authority. All individuals signing this Declaration for a party which is a
corporation, a partnership or other legal entity, or signing under a power of attorney, or as a trustee,
guardian, conservator, or in any other legal capacity, covenant to .the City that they have the
necessary capacity and authority to act for, sign and bind the respective entity or principal on whose
behalf they aze signing.
Declarant:
Monarch at Tavera, L.P., a Delaware limited partnership
By: Monarch General Parhrer, LLC
Its General Parta@r
By:
Rodney F. Stone, Manager
By:~ i~L~
William Patrick Kruer, Manager
Pagc 11 of 12
Resolution No. 2013-043
Page No. 15
ACKNOWLEDGMENT
State of California
County of San Diego
On Macr h~ ~~ , 2013 beforeme, ~{~„~, p/ C~c2cr ,t`vclo ~ Pob\,v personally
appeazed gcD,rey F. Sire, ~ lAS',11: a,,,. P . Krae.C' who proved to me on the basis of
satisfactory evidence to be the perso s whose names is re ubscnbed to the within instnument
andachzrowledgedtomethathe/sh ecutedthesameinhis/her/~j authorizedcapaci ies
and that by his/he e signatureQs on the instrument the persoi~s ; or the entity upon behalf of
which the perso s ted, executed the instrument.
I certify under penalty of perjury under the laws of the State of California that the foregoing
pazagraph is true and correct.
WITNESS my hand and of5cial sea
Sibnature (Seal)
,n_-;,, STEFANIE GRECO
Commia~ion No. 1880587 ^
~+ rmtMr wwttauraow 2~
~ iM1 CIEAOCOIMrY
wca..,~...vrw~n~sw i
Page ]2 of 12
Resolution No: 2013-043
Page No. 16
Exhibit "A"
Properly Description
All that certain real property situated in the City of Chula Vista, County of San Diego, State of
California, described as follows:
THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE COUNTY OF SAN DIEGO,
STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS:
LOT 10 OF CHULA VISTA TRACT NO. 06-OS OTAY RANCH VILLAGE 2 AND PORTIONS OF
VII-CAGE 4 "A" MAP, IN THE CITY OF CHULA VISTA, COUN"CY OF SAN DIEGO, STATE OF
CALIFORNIA, ACCORDING TO MAP THEREOF NO. 15350, FII-ED IN THE OFFICE OF THE
COUNTY RECORDER OF SAID COUNTY, MAY 26, 2006.
EXCEPTING THEREFROM ALL OR., OII, RIGHTS, MINERAL RIGHTS, NATURAL GAS RIGHTS,
AND OTHER HYDROCARBONS BY WHATSOEVERNAME KNOWN, GEOTHERMAL STEAM, AND
ALL PRODUCTS DERIVED FROM ANY OF THE FOREGOING, THAT MAY BE WI'CHIN OR UNDER
SAID LAND, TOGETHER WITH THE PERPETUAL RIGHT OF DRII-LING, MB~tING, EXPLORING
AND OPERATING THEREFOR AND STORING fi' AND REMOVING THE SAME FROM SAID LAND
OR ANY OTHER LAND, INCLUDING THE RIGHT TO WHIPSTOCK OR DIRECTIONALLY DRII.L
AND MINE LANDS OTHER THAN SAID LAND OIL OR GAS WELLS, 7LiNNELS AND SHAFTS
INTQ THROUGH OR ACROSS THE SUBSURFACE OF SAID LAND AND TO BOTTOM SUCH
WHIPSTOCKED OR DIILECTIONALLY DRILLED WELLS, TUNNELS AND SHAFT S UNDER AND
BENEATH OR BEYOND THE EXTERIOR LIMITS THEREOF,. AND TO REDRII,L, RETUNNEL,
EQUIP, MAINTAIN, REPAIR, DEEPEN AND OPERATE ANY SUCH WELLS OR MINES WITHOUT,
HOWEVER, THE RIGHT TO DRSI-L, MINE, STORE, EXPLORE AND OPERATE THROUGH TH$:
SURFACE OF THE UPPER FIVE HUNDRED (500) FEET OF THE SUBSURFACE.OF SAID LAND, AS
RESERVED BY OTAY PROJECT L.P., A CALffORNIA LavIITED PARTNERSHIP IN DECLARATION
OF COVENANTS, CONDI-IIONS AATD RESTRICTIONS OF MONTECITO AT OTAY RANCH,
RECORDED OCTOBER 4, 2005, AS INSTRUMENT NO. 2005-OBS6104 OF OFFICIAL RECORDS.
(APN: 644-310-10)
Resolution No. 2013-043
Page No. 17
~Yliltllt ~$"
Supplemental Rental Application
Tavern offers apartments located at
and 3 bedroom antra.
Tavern Apartme¢tc
Supplemental Application
in Chula Vista. The mfrs consist of 1, 2
For more information about Tavern, the snits, floorplans, etc, please stop by the Rental Office at
.Chula Vista CA
The ptupose of tkds progam is to provide affordable rental opportunities for ]ow-income households and to enstae that
CiTy of Chula Vista meet the goals set fords in the City's Housing Element, Implementation Plan, and Redevelopment
goals.
The City of Chula Vista and Menazch az Tavern, L.P. thanks you for your interest in and
requests that yon read this information in its entirety. It is very important that yov understand ALL of the program
requirements. Once you agree to rent an affordable unit you aze bound by all of the requvements.
AFFORDABLE HOUSING UNTTS
In order to qualify to rent an Affordable Hovsing Unit, applicants must meet ALL of the requirements outlined within
this document '
income xestriGions apply. Please refs to the CLM blow for the MAXIMUM gross ivcome base! upon hwsehoW sin, which is deaned m the
total mtmberafpeopk residingwithin thehausehdd. Yw must be abkmprohde evidmoetbv the yeopk you fist as household oecupenu wID
rrdde m thcaffordabk uvit. t3oss inocme is the told amosmt of income eamd by a- pasoas, ova the age at' 18, within the houshold before all
s[endad wiihdmwals (including fedad tax, store tax, social ssrmty, etc.)
Unit
Description No. of
Units Target Income
Group 2013
Proposed
Rents
I br~1 ba 4 120% of AMl
2br2 ba 5 120%ofAbII
3 br2ba I 120% of AM] $
Resolution No. 2013-043
Page No. 18
Fv:hibit `B" -Supplemental Rental Application
ADDTTIONAL AFFORDABLE HOUSING PROGRAM REQUII2EMENTS
RENT SELECTION CRTTERIA
[Insert if Applicable]
The Property Management Company will nse the following criteria in order to determine priority for rental
of an Affordable Ualt. A point system has been establBhed so that applicants with a higher number of points
wi[I receive preference for units.
[Insert Point System if Applicable]
Resolution No. 2013-043
Page No. 19
Exhibit `B" -Supplemental Rental Application
AFFORDABLE HOUSING RESTRICTIONS
APPLICATION REVIER' PROCESS
Applicants will be contacted by the rental office staff via U.S. mail acknowledging receipt of complee
application and supporting documentation The property manage and the City will review all applicadons to
determine eligibility. -
Eligible applications will be forwarded to to be reviewed for eligibility. Please be advised that
your financial informadoa.will be reviewed for two different purposes:
To determine that your household annual income does NOT exceed the maximum allowedby the City
of ?:hula Vista for the Affordable Housing. ALL income will be considered for all pusons living m
the home who are 18 years or oldu, even if the income is not taxable income.
To detemssac ifyour income, employment history and credit rating are suffiriem to qualify for anmtal.
Before you submit your complete application and supporting documentation please ask yourself the following
questions. Do yov: ~ -
Meet ALL the program requirements?
Have a good credit rating?
Have stable income?
If you have answered yes to ALL the above questions....:....
Fill oui the attached application and submit it plus ALL required documentation and MAIL to:
ATTN: Monarch at Tavern, L.P.
Resolution No. 20] 3-043
Page No. 20
Erlubit'B" -Supplemental Renral Application
AFFORDABLE HOUSLNG UNIT APPLICATION
(1) APPLICANT #I
Name Socia] Security Number Abe
Address City State Zip Codc
Employer Name and Address PositionlPitle
Home Phone Work Phoac
Marital Status: ^ SingJe ^ Divorced ^ Married
Gender. ^ Male ^ Female
2) APPLICANT #2
Name Social Security Numbei Age
Address City State Zip Code
Employer Name and Address Positionllitle
Home Phone Work Phone
Marital Status: ^ Single G Divorced ^ Married
Gender. ^ Male ^ Female .
HOUSEHOLD INF`ORMATION:.
LisiALL hoteseho(d members IncludingApp[icanr(s) that will reside in the Ajjordable Housing Unit. Attach proof of
thu information
Total # of persons in Household _ Total yearly Household Income $
Resolution No. 2013-043
Page No. 21
Exhibit'B" -Supplemental Rental Application
Name Age M/F Relationship to Applicant
Name Age M/F Relationship to Applicant
Name ~ Age M/F Relationship to Applicant
Name Age M/F Relationship to Applicant
Name Age M/F Relationship to Applicant
Name Age M!F Reationship to Applicant
Resolution No. 2013-043
Page No. 22
Exhibit "B" -Supplemental Rental Application
RENTER SELECTION CRITERIA INFORMATION: [Insert ifApp[ieabfeJ
If you respond F'ES to any of the questions below, you MUST provide written evidence with your
application satisfactory to the City of Chula Yista or you may not receive all eligible points.
1) Do/Did you hive to leave your most recent PRIMARY residence due to either: I) the expiration of affordable
housing covcnaats; 2) an action of the City of Chula Vista or its Redevelopment Agency; 3) closure of the
mobilehome park that you reside ia; or 4) the conversion from rental condominiums tofor-sale condominitnns.
Please note that in order for you to be eligble trader this-category at least one member of your household must
have resided in the unit for at least one yeaz. In addition, the displacement mint have occurred within the last
year or is scheduled to occur within one yeaz. You must suhrnlt evtdence of your displacement and length of
residency with your application in order to be awarded points in this category.
^ Yes ^ No
Haw long has this home been your primary residence?
^ 2+ yeazs ^ 1 yeaz ^ Less than 1 year
2) Do you have one member of your household whose principal place of residence is located
within the City of Chula Vista?
Yes ^ No
3) Doyouhaveonememberofyotrrhouseholdwhoseprincipalplaceoffull-time employment
is located within the City of Chula VistaT
Yes ^ No
4) Do you have one member of your household who is expected to live within the City as a
result of a bona fide offer of employment within the City of Chula Vista?
Yes ^ No
Resolution No. 2013-043
Page No. 23
Exhibit `B" -Supplemental Renter] Application
AFFORDABLE HOUSING APPLICATION CHECKLIST
This checklist coa'svu a list of docurncnts that you aze REQUII2ED to submit, along with the comp]acd Application as
part ofthe application review process. Please review the list carefully and include COPIES of all doamments thaiyou are
submitting. If there aze any documents listed that you do not believe you are required to submit pleaseindicate N/A and
state the reason why the information is not attached You must attach this signed checklist as part of your application
packet. APPLICATIONS THAT ARE MISSING DOCUMENTATION WILL NOT BE CONSIDERED.
^ Six months ofmost current and consecutive bank(mvesnneat/retiremmt statements forALL accounts (all pages)
^ Most recent paycheck stubs covering a 30-day period for each borrower
^ Most recent three (3) years W-2s and/or 1099s for each borrower
^ Most recent three (3) years Federal Tax Rettaas for each borrower (all schedules) -
^ Complete divorce decree(s) with all attachments, if applicable
^ Complete banlauptcy papers with all schedules and discharge papers for bankuptcies within the last 7 yeah, if
applicable
^ Copy of Resident Alien Card, front and back, if applicable or other appropriate proof of legal U.S. residency
If you are self-employed, also provide the following:
^ Most recent three (3) years tax returns and copies of 10405, W2s, 1099s ana/or K-15 for wch bosower
^ Limited or General Partnership retrns (if ownership interest is 25% or greater)-copies of form 1065
^ Sub Chapter S Corporation returns (if ownership interest is 25 % or geater)-copies of form 1120 S
^ U.S. Corporation retvms (if ownership interest is 25% or greeter)- copies of form 1120
^ YTD Profit and Loss Statement (in some cases this may need to be audited)
Resolution No. 2013-043
Page No. 24
Exhibit "B" - Supplemrntal RmW Application
AFFORDABLE HOUSING Ui\TT AFFIDAVTT
By signing below each applicant makes the following certifications:
I, the underrigned, es par[ of my epp5®tion for an Affordable Housing Unil mtttin the Rosiria Vista Affordable Housing Pmjat (the'"Program"j,
and is cmnzv® ati[k attntal of a avki-Enmity apartment (the "Residence") and ao appliraaon fw a tmil (Eac "Applicadon") Lom Rosins Visor
LP. I undasmnd and agree widr thesaswecs I have prohdoi, and do [unhamom cadfy tke folkrving
1. That those people who I expect to share occupancy of dre Residence with me are lined under the Household
Inforuutioa section of the Application.
2. That my spouse is an Applicant for the Program and must sign this Application.
3. That 1 will submit true and complete copies of all requested documeatatioa
4. That the Residence will be occupied and used as my principal place of residence .
5. That my income does not exceed the program income limiu
AFFORDABLE HOUSING UNTT CERTIFICATION
I acknowledge and understand that this Affidavit, as completed above, will be relied on for determiaingmy eligibility for
An Affordable Housing Unit. I acknowledge that a material misstatement negligently made by me in this Affidavit or in
any other connection with my Application for an Affordable Housing Unit will constinrte aviolation punishable by a fore
and possible criminal penalties imposed by law, and will result in the cancellation or revocation of the Loan. I
aclmowledge that any false statement or misrepresentation or the fraudulent use of any instrument, facility, article, or
other valuable thing or service ptasuaat to my participation in the Program is punishable by fine.
RENTER
DATE
RENTER DATE