HomeMy WebLinkAbout2006/08/22 RDA Item 3
PAGE 1, ITEM NO.:
MEETING DATE:
3
08/22/06
REDEVELOPMENT AGENCY AGENDA STATEMENT
RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF
CHULA VISTA [A] APPROVING A PREDEVELOPMENT LOAN
AGREEMENT BY AND BETWEEN THE REDEVELOPMENT AGENCY
AND WAKELAND HOUSING AND DEVELOPMENT CORPORATION
FOR THE DEVELOPMENT AND OPERATION OF AN AFFORDABLE
RENTAL HOUSING DEVELOPMENT TO BE LOCATED AT 1501
BROADWAY AND AUTHORIZING THE CHAIRMAN OF THE
REDEVELOPMENT AGENCY TO EXECUTE SAID AGREEMENT; AND [B]
APPROPRIATING $200,000 FROM THE UNAPPROPRIATED BALANCE
IN THE LOW AND MODERATE INCOME HOUSING FUND
SUBMITTED BY: ACTING DIRECTOR OF CO UNITY DEVELOPMENT
ITEM TITLE:
REVIEWED BY:
EXECUTIVE DIRECTOR tJ/
4/5THs VOTE: YES ~ NO D
BACKGROUND
The Community Development Department has been looking at new opportunities for the
development of affordable housing within the City's redevelopment project areas to meet
critical housing needs for the community and to advance the Redevelopment Agency's
goals. Currently vacant, the former Tower Lodge Motel, located at 1501 Broadway,
represents an opportunity to remove an existing blighted property and to provide new
housing opportunities for predominately very low-income households. Wakeland
Housing and Development Corporation (Wakeland) has been pre-qualified by staff for
the redevelopment of this 1.35 acre site into an affordable family rental project with 1, 2
and 3 bedroom units for households earning 30 to 60 percent of the area median
income (AMI).
In order to determine the feasibility of this project, Wakeland must complete a number of
reports, studies and analyses. On August 10, 2006, the CVRC approved an Exclusive
Negotiating Agreement with Wakeland and recommended Financial Assistance for a
Predevelopment Loan for Wakeland to examine feasibility of an Affordable Rental
Housing Development within the Merged Redevelopment Area. A Predevelopment Loan
up to $200,000 is recommended at this time. Staff is, therefore, presenting for
consideration the attached Predevelopment Loan Agreement (Attachment A) for
$200,000 to cover those necessary soft costs related to the feasibility analysis.
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MEETING DATE: 08/22/06
ENVIRONMENTAL REVIEW
The Environmental Review Coordinator has reviewed the proposed activity for compliance
with the California Environmental Quality Act (CEQA) and has determined that the activity is
not a "Project" as defined under Section 15378 of the State CEQA Guidelines; therefore,
pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to
CEQA. Thus, no environmental review is necessary.
RECOMMENDATION
Staff recommends that the Redevelopment Agency adopt resolutions:
1) Approving the appropriation of $200,000 to the Other Expenses category of the
Low and Moderate Income Housing Fund from the available fund balance for a
predevelopment loan to Wakeland for the development and operation of an
affordable rental housing project to be located at 1501 Broadway in the City of
Chula Vista; and
2) Approving and executing a Predevelopment Loan Agreement with Wakeland
Housing and Development Corporation and authorizing the Chairman of the
Redevelopment Agency to execute said Agreement.
BOARDS/COMMISSIONS RECOMMENDATION
On May 24, 2006, the Housing Advisory Commission recommended that the
Redevelopment Agency provide financial assistance in the form of a $200,000
predevelopment loan and additional financing in an approximate amount of $5 million
for the development and operation of an affordable housing development.
On August 10, 2006, the Chula Vista Redevelopment Corporation adopted resolutions:
1) Approving and authorizing the Chair to execute an Exclusive Negotiating
Agreement with Wakeland Housing and Development Corporation for an
affordable rental project located within the Merged Redevelopment Project Area
of the City of Chula Vista, and
2) Approving a recommendation that the Redevelopment Agency appropriate up to
$200,000 of Redevelopment Set-Aside Funding for a predevelopment loan to
Wakeland, and execute any agreements necessary.
DISCUSSION
Affordable Housing Requirements in a Redevelopment Area
Redevelopment agencies playa vital role in the funding and production of affordable
housing. Within adopted project areas, redevelopment agencies receive a higher level of
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MEETING DATE: 08/22/06
property tax revenues that would normally be allocated to the state and other taxing
entities. In exchange, the state requires that 20 percent of all of these "tax increment"
revenues be set aside (Redevelopment Set-Aside) for the development of affordable
housing, and funds are to be expended in proportion to the needs of very low, low and
moderate income households. To ensure that these monies are in fact used for the
production of affordable housing, the state requires that 15 percent of all new residential
units built in an adopted project area be restricted to households of very low- and low-
and moderate incomes. Based upon these requirements, of critical importance is the
provision of housing opportunities specifically for very low-income households.
The Council's/Agency's leadership in proactively planning for affordable housing
opportunities in the redevelopment project areas is critical to meeting the Redevelopment
Agency's legal obligations. The timely production of affordable units is a priority because
of the nearing expiration dates of the various project areas.
Development Proposal
Wakeland is interested in developing approximately 40 units for an affordable, family
rental project on the former Tower Lodge Motel site located at 1501 Broadway within the
Merged Chula Vista Redevelopment Project Area. It is proposed that the project will serve
primarily large families (3 bedroom units) and. predominately extremely low and very
low-income households (30 to 50 percent of the AMI), meeting the City's critical housing
needs and the expenditure and production requirements of the Redevelopment Agency
for very low income housing. Based upon FY 2006 HUD Income limits, monthly rents
would average from approximately $449 to $610.
Site
The property located at 1501 Broadway, just north of Anita Street, currently has a closed
and blighted motel on the site. The motel has a long history of community complaints,
code violations and police calls for service. In 2004, Tower Lodge had the highest calls
for service per room ratio in the City according to the Chula Vista Police Department, six
times the median. Dating back to 1987, the motel has been issued numerous Notices of
Code Violations. On April 29, 2005, the Tower Lodge Motel was posted as a
substandard building, all tenants were ordered to vacate, and the owner secured the
building, which has remained vacant since that time.
The property has a General Plan designation of Mixed Use Residential (MUR) and is
within the South Broadway District. The zoning for the property is Thoroughfare
Commercial with a Precise Plan modifier (CTP) and is currently inconsistent with the
General Plan designation. To implement this designation, a rezone of the property will
be required to allow land uses compatible with the MUR designation (residential, retail
and office). A mix of compatible and complementary land uses are envisioned for the
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MEETING DATE: 08/22/06
district, with the MUR designation contemplating a mix of land uses within one
development proposal/site. Development of anyone of these land uses separately could
still be in keeping with the General Plan vision and policies for the district. This approach
would constitute a "horizontal mixed use" and may be deemed acceptable in this area.
Through the application for rezoning of the property, the development proposal and the
desire to provide horizontal mixed use in this area would be evaluated for consistency
with the General Plan. A map of the proposed development site is included as
Attachment 2.
Financial Assistance
Financing and development of this project is proposed as a joint private-public
partnership. Wakeland is proposing the use of Low Income Housing Tax Credit financing
to support the majority ($7.1 million) of the estimated $13.8 million cost of constructing
the project.
At this time, staff is recommending the appropriation of a maximum of $200,000 in
Redevelopment Low/Moderate Income Housing Funds to fund the predevelopment costs
of the project. Predevelopment expenses are an eligible use of Redevelopment Set-Aside
funding, provided that the affordable units are actually constructed. The Predevelopment
Loan Agreement is attached as Attachment 1 for consideration by the Agency.
The Predevelopment Loan will be made on the following loan terms:
1. No interest shall accrue upon the loan.
2. The Predevelopment Loan shall be due and payable if Wakeland and the Agency are
not able to enter into a subsequent Development and Loan Agreement within the
Negotiating Period as set forth in the ENA. Should Wakeland execute such
agreement for the development of the site, repayment of the Predevelopment Loan
shall be set forth within this Agreement. The Predevelopment Loan repayment is
unsecured.
3. Loan proceeds shall be used to pay for actual and reasonable costs related to the
preparation of plans, studies, and reports for the project site.
As stipulated within the Agreement, Wakeland will be responsible for repayment of any
and all predevelopment funds expended in relation to the project in the event that the
affordable units are not constructed. If an affordable project is successfully completed,
the Agency may roll the predevelopment loan into any loan that may be provided by the
Agency.
Pending completion of due diligence, Wakeland is estimating a remaining financing gap
of $5.24 million. To close this gap, Wakeland has committed to deferring part of their
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MEETING DATE: 08/22/06
fee as developer of the project. Additionally, they are anticipating a request for direct
financial assistance of approximately $5,000,000 or $125,000 per unit from the
Redevelopment Agency to close this financing gap. The Redevelopment Agency will
consider this request at such time as a preliminary evaluation of the property and project
has been completed and financing costs have been more clearly identified.
Agency financial support will be essential to the successful completion of an affordable
project on this site. In recent years, land and construction costs have risen dramatically.
As an example, in September 2005, the City approved additional financing for the 40-
unit Seniors on Broadway development due to significant cost increases, amounting to a
total assistance level of approximately $90,000 per unit.
Affordable housing developments are not able to adapt to higher costs. These
developments are limited in their ability to generate income based upon the restricted
rents. In turn, this affects Wakeland's ability to qualify for additional financing and
absorb higher construction costs. With the proposed development targeting deeper
affordability levels of extremely low and very low income households, the project will not
be able to generate sufficient revenues to support the predevelopment and development
costs.
While the subsidy anticipated is high, this development provides the Agency with an
opportunity to commit and expend redevelopment funds on an affordable housing
development that is located in a redevelopment project area and which assists extremely
low and very low income. Both of these factors are noteworthy given the Agency's
requirement to provide 6 percent of the housing within Redevelopment Project Areas as
affordable to very low income households (California Health & Safety Code 9 33413)
and to expend its Redevelopment Low and Moderate Income Set-aside funds in relation
to the community's need for very low income households and the population under the
age of 65 (California Health & Safety Code 9 33334.4).
~rticle }(}()(I"
Article XXXIV of the California Constitution (Article 34) requires that voter approval be
obtained before any "state public body" develops, constructs or acquires a "low rent
housing project". This project is applicable under Article XXXIV of the State Constitution.
Proposition C, passed on April 11, 1978, authorized the development, construction and
acquisition of 400 units of housing for persons of low-income in the City of Chula Vista.
Currently, there are 66 units remaining as authorized under Proposition C. The
restriction of the approximately 40 units will be counted towards this remaining
authorization.
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MEETING DATE: 08/22/06
Developer Qualification
The CVRC and Agency staff are interested in establishing partnerships with quality
developers who have a proven track record and understand Chula Vista's interests,
history, and vision for the future. Staff has pre-qualified Wakeland based on the
required qualification criteria of the CVRC and the suitability of their qualifications to the
respective development site, as summarized below. For a complete developer biography
and list of projects, please refer to Attachment 3.
Wakeland has significant experience in developing in-fill affordable housing in
redevelopment areas such as a 74-unit project ("Lillian Place") in the East Village and
("Town Square Row Homes") a 6-unit, for-sale project in downtown National City.
Wakeland is well qualified and has demonstrated their desire and commitment to partner
with the City and Chula Vista Redevelopment Corporation, to develop a project that
meets the City's affordable housing objectives and to work cooperatively with the public
in the design of the project.
CONCLUSION
As proposed, the development of affordable housing on the site will meet a critical
housing shortage of rental housing for extremely low and very low income households
and remove a currently blighting influence on the community. The Agency's participation
will fulfill its requirements to expend its funds and produce housing for very low-income
households. If predevelopment financing is approved, staff will begin working with the
development team to commence the predevelopment tasks, including the pre-design
public workshop.
If discussions, negotiations, and tasks under the ENA process are successful, the Agency
and Wakeland may consider entering into a Development Agreement or Owner
Participation Agreement (OPA) for construction of the approved development project.
Under a successful process, the overall timeframe for construction and completion of a
development project is between 18 to 36 months from execution of the Development
Agreement or OPA.
DECISION MAKER CONFLICTS
Staff has reviewed the property holdings of the Agency S'oard Members and has found
no such holdings within 500'of the property which is the subject of this action.
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PAGE 7, ITEM NO.:
MEETING DATE: 08/22/06
FISCAL IMPACT
The Predevelopment Loan of $200,000 will be set aside from the available balance in
Redevelopment Agency's Low and Moderate-Income Housing Set-aside Fund and
appropriated in the Agency's Budget. Upon execution of a Development and Loan
Agreement, the predevelopment loan may be incorporated into this Loan. Should the
Agency not enter into a Development and Loan Agreement with Wakeland, the
predevelopment loan shall be immediately due and repaid. Any repayment of the loan
will be deposited into the Redevelopment Agency's Low and Moderate Income Housing
Set-aside fund for further use in providing affordable housing programs.
ATTACHMENTS
1. Predevelopment Loan Agreement
2. Map of Proposal Site
3. Wakeland Housing and Development Corporation List of Projects
Prepared by: Amanda Mills, Housing Manager, Community Development Department
J:\COMMDEV\STAFF.REP\2006\08-22-06\Wakeland Loan 2006.08.22.doc
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ellY OF
CHULA VISTA
p I ann
n g
&
Building
Planning Division I
Department
Development Processing
APPLICATION APPENDIX B
Disclosure Statement
Pursuant to Council Policy 101-01, prior to any action upon matters that will require discretionary action by the Council,
Planning Commission and all other official bodies of the City, a statement of disclosure of certain ownership or financial
interests, payments, or campaign contributions for a City of Chula Vista election must be filed. The following information
must be disclosed:
1.
List the names of all persons having a financial interest in the property that is the subject of the application or the
contract, e.g., owner, applicant, contractor, subcontractor, material supplier.
Wakeland Housing & Development Corporation is a 501(c)3 Corporation. Therefore,
there are no individuals that have or will have a financial interest in it or
any~of the properties it owns or will own.
Wakeland has one si~red contract with a contr~(tnr nr '1Ihrnntr~rtnr. Wayne Davis
Group (ArcJl,ld'tec.fit~. (1) b' , h' I' h f II' d" 'd I 'h
1 any person I entl leu pursuant to a ove IS a corporatIon or partners 'p, 1St t e names 0 a In IVI ua s Wit
a $2000 investment in the business (corporation/partnership) entity.
NjA - Wakeland
Wayne Davis-owns 100% of Wayne Davis Group
2.
3. If any person* identified pursuant to (1) above is a non-profit organization or trust, list the names of any person
serving as director of the non-profit organization or as trustee or beneficiary or trustor of the trust.
Loren Adams, Board Chair Lina Ericsson, Member
uack Farris. Member Craiq Fukuyama, Member
DOlJg Perkins, Sec:retary Art Rivera. Member Lee Winslett, Member
4, Please identify every person, including any agents, employees, consultants, or independent contractors you have
assigned to represent you before the City in this matter.
Ken Sauder. Wakeland Housing & Development Corp. President & CEO
Ri'lrry (;et7e1 _ WAkelAnd HOlJsing & Development Corp. Senior Project Manager
5, Has any person* associated with this contract had any financial dealings with an official** of the City of Chula
Vista as it relates to this contract within the past 12 months, Yes_ No~
If Yes, briefly describe the nature of the financial interest the official** may have in this contract.
6. Have you made a contribution of more than $250 within the past twelve (12) months to a current member of the
Chula Vista City Council? No L Yes _If yes, which Council member?
276 Fourth Avenue
Chula Vista
California
91910
(619) 691-5101
3-8
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-
P I ann
ng & Building
Planning Division
Department
Development Processing
cm OF
CHULA VISTA
APPLICATION APPENDIX 8
Disclosure Statement - Page 2
7. Have you provided more than $340 (or an item of equivalent value) to an official** of the City of Chula Vista in the
past twelve (12) months? (This includes being a source of income, money to retire a legal debt, gift, loan, etc.)
Yes No L
If Yes, which official** and what was the nature of item provided?
~A~~ ~ fL
Signature of Contractor/Applicant
Date: June 22. 2006
Kenneth L. Sauder, Prp.sidp.nt
type name of Contractor/Applicant
Print or
*
Person is defined as: any individual, firm, co-partnership, joint venture, association, social club, fraternal
organization, corporation, estate, trust, receiver, syndicate, any other county, city, municipality, district, or other
political subdivision, -or any other group or combination acting as a unit.
**
Official includes, but is not limited to: Mayor, Council member, Planning Commissioner, Member of a board,
commission, or committee of the City, employee, or staff members.
276 Fourth Avenue
Chula Vista
California
91910
(619) 691-5101
3-9
THE ATTACHED AGREEMENT HAS BEEN REVIEWED
AND APPROVED AS TO FORM BY THE CITY
ATTORNEY'S OFFICE AND WILL BE
FORMALLY SIGNED UPON APPRO V AL BY
THE CITY COUNCIL
~.h~hLV1L (;U~ ~
, 0 Ann Moore .
City Attorney
Dated: ((lb!D{
,
Predevelopment Loan Agreement by and between
The Redevelopment Agency of the City of Chula Vista and
Wakeland Housing and Development Corporation
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Attachment 1
PREDEVELOPMENTLOANAGREEMENT
TIDS PREDEVELOPMENT LOAN AGREEMENT (the "Agreement") is entered
into as of August 10,2006, by and between the. REDEVELOPMENT AGENCY OF THE
CITY OF CHULA VISTA, a public body, corporate and politic (the "Agency"), and
WAKELAND HOUSING AND DEVELOPMENT CORPORATION, a California nonprofit
public benefit corporation ("Developer").
RECITALS
The following recitals are a substantive part of this agreement:
A. Agency is a public body, corporate and politic, exercising govermnental runctions
and powers and organized and existing under the Community Redevelopment Law of. the State
of California (Health and Safety Code Section 33000, et seq.). City is a municipal corporation,
organized and existing under the laws of the State of California. Agency and City are authorized
to enter into binding agreements for th~ purpose of protecting public health, safety, and welfare.
B. Agency has available funds from the Agency's Low and Moderate-Income
Housing Fund which can be used for the purposes of funding the obligations of the Agency
under this Agreement in accordance with the Community Redevelopment Law of the State of
California.
C. Developer proposes to construct multifamily apartment units, affordable to
extremely low and very low families at or below 50 percent of the Area Median Income ("AMI")
(the "Project") on a certain parcel of land identified as 1501 Broadway in the City of Chula Vista
(the "Site").
D. Pursuant to Health and Safety Coae Section 33413(b), the Agency is required to
ensure that at least 15 percent of all new and substantially rehabilitated dwelling units developed
within a project area under the jurisdiction of the Agency by private or public entities or persons
other than the Agency shall be available at affordable housing cost to persons and families oflow
or moderate income.
E. Pursuant to Health and Safety Code Section 33334.4, Agency's expenditure of
Housing Funds must be in proportion to the community's need for very low and low income
housing and housing for its population under the age of 65, as specified within the City's
Housing Element
F. The Project i~ located within the Agency's Merged Chula Vista Redevelopment
Project Area and development and operation of the Project would benefit the Agency's
redevelopment project areas by providing affordable housing for persons who currently live and
work within those redevelopment project areas.
Wakeland Pre development Loan Agreement
Page 1
3-11
G. The Project achieves several of the City's Comprehensive Housing Plan
Objectives, which are expressly noted in the Housing Element as priorities for the City. The
objectives this Project serves are:
(1) Pursue housing opportunities far lower income households, with attention to those
who have special needs, such as extremely low and very low income households.
(2) The provision of adequate rental housing opportunities and assistance to
households with low and very low incomes.
(3) The provision of incentives for the construction of low income housing.
H. The Agency and the Developer have entered into an Exclusive Negotiating
Agreement, dated as of June 22, 2006 (the "ENA"). The ENA provides for the Deve,loper and
tbe Agency to negotiate towards a mutually acceptable Development and Loan Agreement for
the purpose of developing the Project.
1. Through the development and operation of the Project, Agency and Borrower
desire to provide extremely low, very law, lower income households with affordable housing
opportunities within the City in accordance with the Community Redevelopment Law, the
Agency's redevelopment plans, and the Housing Element of the City General Plan. In order to
accomplish this goal, the Agency desires to make a loan from its Low and Moderate Income
Housing Fund to Developer for those costs associated with predevelopment expenses which are
to be incurred during the parties' negotiation of a Development and Loan Agreement for the
Project, subject to certain conditions designed to assure the implementation of the Project in
accordance with the redevelopment plans, the General Plan, state and federal law, and as
otherwise provided herein.
,
J. The Agency's making of the Agency Loan to the Developer is in the vital and
best interest of the City and the health, safety, and welfare of ~ts residents, and in accord with
public purposes and provisions of applicable sate and local laws.
NOW, THEREFORE, the Agency and -the Developer hereby agree as follows;
1. Predevelopment Loan. Subject to Developer's perfonnance of all of the terms,
covenants and conditions which are set forth herein, the Agency hereby agrees to loan to the
Developer, and the Developer agrees to borrow from the Agency, the sum of Two Hundred
Thousand Dollars ($ 200,000) (the "Pre development Loan"). No interest shall accrue upon the
Predevelopment Loan.
2. Disbursement of Predevelopment Loan. The proceeds of the Predevelopment Loan
shall be disbursed only to pay for actual and reasonable costs related to the preparation of plans,
studies and reports for the Development as more particularly described in Exhibit "A" attached
hereto. Agency's obligation to commence disbursement of the Predevelopment Loan proceeds is
subject to the fulfillment or waiver by Agency of each and all of the conditions precedent (a)
through (t) inclusive, described below ('~~onditions Precedent") which are solely for the benefit
Wakeland Predevelopment Loan Agreement
Page 2
3-12
of Agency, any of which may be waived by the Agency's Executive Director in his or her sole
and absolute discretion:
2a. Execution of Documents. Developer shall have executed and delivered to the
Agency the Assignment of Plans, substantially in the form attached hereto as Exhibit "B" and
incorporated herein, the consent to the Assignment of Plans of each person or entity for which
payment is sought, and any other documents required hereunder shall be executed prior to any
commencement of work by the subcontractor and disbursement of any loan funds.
2b. Contract. Developer shall have provided to the Agency a signed copy of each
contract between the Developer and each provider of predevelopment services to be funded
hereunder, certified by the developer to be true and correct copies thereof.
2c. No default. Developer shall not be in default in any of its obligations under the
terms of this Agreement or the ENA. All covenants of Developer which are required hereunder
or in the ENA to be performed prior to the disbursement of the Predevelopment Loan shall have
been performed by such date.
2d. Application for Payment. The Developer shall have submitted a request for
payment to the Agency (the "Application for Disbursement"), at least ten (10) business days
prior to the requested disbursement. The Application for Disbursement shall be completed and
certified to be accurate by the Developer. The Application for Disbursement shall specifically
identify the nature of each expense, and shall identify the status of completion of such item of
work. Each application for Disbursement shall be accompanied by copies of paid invoices or the
original invoices, if to be paid directly by the Agency, from contractors and subcontractors and
any other information and documents reasonably requested by the Agency.
2e. Frequency. Agency shall not be obligated to make. disbursements more
frequently than twice per month.
2f. Use of Disbursements. Developer shall use or apply all Predevelopment Loan
disbursements solely for the purposes described in the Application for Disbursement pursuant to
which the disbursement was made, and in accordance with all of the requirements of this
Agreement.
3. Repayment of Predevelopment Loan. Should Developer and the Agency approve and
execute a Development and Loan Agreement within the Negotiating Period as set forth in the
ENA, such Agreement shall set forth the manner and provide for the Developer's repayment of
the amount of the Predev~lopment Loan disbursed hereunder,. If the Development and Loan
Agreement is not approved 6r executed within the Negotiating Period as set forth in the ENA,
the Predevelopment Loan shall be immediately due and payable from any and all assets and
resources legally available to the developer. Additionally, Developer shall assign to the Agency
any and all of the Developer's rights in and to the plans, studies, and analyses which are funded
through the Predevelopment Loan. In order to secure the Developer's obligation hereunder, the
developer agrees to execute the Assignment of Plans.
Wakeland Predevelopment Loan Agreement
Page 3
3-13
4. Insurance. Developer must procure insurance against claims for injuries to persons or
damages to property that may arise from or in connection with the perfonnance of the work
under the contract and the results of that work by the Developer, his agents, representatives,
employees or subcontractors and provide documentation of same prior to commencement or
work. The insurance must be maintained for the duration of the contract.
a. Minimum Scope of Insurance. Coverage must be at least as broad as:
i. Insurance Services Office Commercial General Liability coverage
(occurrence Form CGOOOI)
iL Insurance Services Office Form Number CA 0001 covering Automobile
Liability, codel (any auto).
lll. Workers' Compensation insurance as required by the State of California
and Employer's Liability Insurance.
b. Minimum Limits of Insurance. Developer must maintain limits no less than:
1.
General Liability:
(Including operations,
products and
completed operations,
as applicable.)
ii.
Automobile Liability:
ilL
Workers '
Compensation
Employer's Liability:
$1,000,000 per occurrence for bodily injury, personal injury and
property damage. If Commercial General Liability insurance
with a general aggregate limit is used, either the general
aggregate limit must apply separately to this project/location or
the general aggregate limit must be twice the required
occurrence limit.
$1,000,000 per accident for bodily injury ~d property damage.
Statutory
$1,000,000 each accident
$1,000,000 disease-policy limit
$1,000,000 disease-each employee
c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured
retentions must be declared to and approved by the City. At the option of the City, either
the insurer will reduce or eliminate such deductibles or self-insured retentions as they
pertain to the City, its officers, officials, employees and volunteers; or the Developer will
provide a financial guarantee satisfactory to the City guaranteeing payment of losses and
related investigations, claim administration> and defense expenses.
d. Other Insurance Provisions. The general liability, automobile liability> and
where appropriate, the worker's compensation policies are to contain, or be endorsed to
contain, the following provisions:
i. rile City of ClllIla Vista, its officers, officials, employees, age/Its, and
volllllteers are to be ltamed as additiollaJ i1lsureds with respect to liability
arisirzg Ollt of automobiles owned, leased, hired or borrowed by or on behalf of
Wakeland Predevelopment Loan Agreement
Page 4
3-14
the Developer, where applicable, and, with respect to liability arising out of work
or operations performed by or on behalf of the Developer including providing
materials, parts or equipment furnished in connection with such work or
operations. The gelleralliability additional illsured coverage 11Iust be provided
ill the form of all el1dorsemellt to the Developer's insurance lIsing ISO CG 2010
(11/85) or its equivalent. Specifically, tlte endorsement mllst not exclude
Products / Completed Operations coverage.
ii. The Developer's illSllrallCe coverage 11I1lSt be primary insurance as it
pertains to the City, its officers, officials, employees, agents, and volunteers. Any
insurance or self-insurance maintained by the City, its officers, officials,
employees, or volunteers is wholly separate from the insurance of the I?eveloper
and in no way relieves the Developer from its responsibility to provide insurance.
lll. Each insurance policy required by this clause must be endorsed to state
that coverage wil/not he ca1lceled by either party, except after thirty (30) days'
prior writtell notice to the City by certified mail, return receipt requested.
iv. Coverage shall 1l0t extend to allY indemllity coverage for tlte active
negligence of the additional insured in any case where an agreement to
indemnify the additional insured would be invalid under Subdivision (b) of
Section 2782 of the Civil Code.
v. Developer's insurer will provide a Waiver of Sllbrogatioll in favor of the
City for each required policy providing coverage during the life of this contract.
e. Acceptability of Insurers. Insurance is to be placed with licensed insurers
admitted to transact business in the State of California with a current A.M. Best's rating
of no less than A V. If insurance is placed with a surplus lines insurer, insurer must be
listed on the State of California List of Eligible Surplus Lines Insurers (LESL!) with a
current A.M. Best's rating of no less than A X. Exception may be made for the State
Compensation Fund when not specifically rated.
f. Verification of Coverage. Developer shall furnish the City with original
certificates and amendatory endorsements effecting coverage required by this clause.
The endorsements should be on insurance industry forms, provided those endorsements
conform to the contract requirements.
All certificates alld endorsements are to be received and approved by the City
before work comin~nces. The City reserves the right to require, at any time, complete,
certified copies of all required insurance policies, including endorsements evidencing the
coverage required by these specifications.
g. Subcontractors. Developer must include all subcontractors as insureds under its
policies or furnish separate certificates and endorsements for each subcontractor. All
Wakeland Predevelopment Loan Agreement
Page 5
3-15
coverage for subcontractors are subject to all of the requirements included in these
specifications.
5. Indemnification and Hold Harmless. Developer shall indemnify, hold harmless,
protect, and defend, with attorney(s) reasonably acceptable to the Agency, the Agency and its
officers, elected and appointed boards and officials, employees, representatives and agents, from
and against any and all liability, damages, costs, losses, claims and expenses, suits, actions,
proceedings and judgments, including without limitation, reasonable attorney fees and court
costs" however caused, resulting directly or indirectly from or connected with the Development,
the Site andlor the approval of or the performance under this Agreement alleged by third parties
to be the result of or related to errors, omissions, or misconduct by Developer or its contractors,
subcontractors, agents, employees or other persons action on its behalf, except to the extent
caused by the sole negligence or sole willful misconduct of the Agency, or its officers, boards,
officials, employees representative or agents.
This indemnity obligation shall survive the termination of this Agreement. Notwithstanding the
foregoing, in the event of a third party challenge to the validity of ' this Agreement, Developer
shall have the option to terminate this Agreement in lieu ofits indemnity obligation.
6. Compliance with Laws. The Developer for itself and its obligations hereunder in
conformity with aU applicable laws, including without limitation all provisions of the City
Municipal Code, all applicable environmental laws, all state and federal fair housing laws, and
all applicable disabled and handicapped access requirements, including without limitation the
Americans With Disabilities Act, 42 U.S.C. Section 12101, et seq., Government Code Section
4450, et seq., Government Code Section 11135, et seq., and the Unruh Civil Rights Act, Civil
Code Section 51, et seq.
7. Nondiscrimination. Developer for itself and its successors and assigns, agrees that there
shall be no discrimination against or segregation' of any person or group of persons, on account
of race, color, creed, religion, sex, marital status, national origin, or ancestry in the leasing,
subleasing, rental, transferring, use, occupancy" tenure, .or enjoyment of the Site nor shall the
Developer or any person claiming under or through the Developer establish or permit any such
practice or practices of discrimination or segregation with reference to the selection, location,
number, use, or occupancy, of tenants, leases, sublessees, subtenants, contractors or vendess in
the Site.
8. Condition of the Site. Developer shall take all necessary precautions to prevent the
release into the Site of Hazardous Materials (as defined below). Such precautions shall include
compliance with all Government Requirements (as defmed below) with respect to Hazardous
Materials. In addition to any and all other indemnities, Developer shall indemnify, defend and
hold Agency harmless from and against any claim, action, suit, proceeding, loss, cost, damage,
liability, deficiency, fine, penalty, punitive damage, or expense (including, without limitation,
attorney's fees), resulting from, arising out of, or based upon (i) the release from the Site, use on
the site, generation on the Site, discharge from the Cite, storage on the Site, disposal on or from
the Site, or transportation to or from the Site, of any Hazardous Materials during the term of this
Agreement, which is caused by the Developer or its officers, employees or agents, or eii) the
Wakeland Pre development Loan Agreement
Page 6
3-16
violation, or alleged violation, of any statute, ordinance, order, rule, regulation, permit, judgment
or license relating to the use, generation, release, discharge, storage, disposal or transportation of
Hazardous materials on, under, in or about, to or from, the Site, which is cause by the Developer
or its officers, employees, or agents. This indemnity shall include, without limitation, any
damage, liability, fine, penalty, cost or expense arising from or out of any claim, action, suit or
proceeding, including injunctive, mandamus, equity or action at law, for personal injury
(including sickness, disease or death), tangible or intangible property damage, compensation for
lost wages, business income, profits or otber economic loss, damage to the natural resources or
the environment, nuisance, contamination, leak, spill, release or other adverse effect on the
environment.
For the purposes of this Agreement, "Governmental Requirements" means all laws, ordinances,
statutes, code, rules, regulations, orders, and decrees of the United States, the State of C-alifornia,
San Diego County, the City of Chula Vista, or any other political subdivision in which the Site is
located, and of any other political subdivision, agency, or instrumentality exercising jurisdiction
over the Developer or the Site.
For the purposes oftrus Agreement, "Hazardous Materials" means any substance, material, or ate
which is or becomes regulated by any local governmental authority, the County, the State of
California, regional governmental authority, or the United States Government, including, but not
limited to, any material or substance which is (i) defined as a "hazardous waste," "extremely
hazardous waste," or "restricted hazardous waste" under Section 25115, 25117 or 25122.7, or
listed pursuant to Section 25140 of the California Health and Safety Code, Division 20, Chapter
6.5 (Hazardous Waste Control Law), (ii) defined as a "hazardous substance" under Section
25316 of the California Health and Safety Code, division 20, chapter 6.8 (Carpenter-Presley-
Tanner Hazardous Substance Account Act), (Ui) defined as a "hazardous material," "hazardous
substance," or "hazardous waste" under Section 25501 oftbe California Health and Safety Code,
Division 20, Chapter 6.95 (Hazardous Materials Release Response Plaris and Inventory), (iv)
defined as a "hazardous substance" under Section 25281 of the California Health and Safety
Code, Division 20, Chapter 6.7 (Underground Storage of Hazardous Substances), (v) petroleum,
(vi) friable asbestos, (vii) polychlorinated byphenyls, (viii) methyl tertiary butyl ether, (ix) listed
under Article 9 or defined as "hazardous" or "extremely hazardous" pursuant to Article 11 of
title 22 of the California Code of Regulations, Division 4, ex) designated as "bazardous
substances" pursuant to Section 311 of the Clean Water Act (33 U.S.C. 913 I 7), (xi) defined as a
"hazardous waste" pursuant to Section 1004 of the Resource Conservation and Recovery Act, 42
V.S.C. 96901 et seq. (42 D.S.C. 96903), or (xii) defined as "hazardous substances" pursuant to
Section 101 of the Comprehensive Envirorunental Response, Compensation, and Liability Act,
.42 U.S.C. 96901 et seq. Notwithstanding the forgoing, "Hazardous Materials" shall not include
such products in quantities as are customarily use in construction, maintenance, rehabilitation or
management of residentiat" 1ievelopments or associated buildings and grounds, or typically used
in residential activities in a manner. typical of other comparable residential developments, or
substance commonly ingested by a significant population living within the Development,
including without limitation alcohol, aspirin, tobacco and saccharine.
9. Liens and Stop Notices. Developer shall use its best efforts to prevent any lien or stop
notice from being place on the Site of the Development or any part thereof. If a claim of a lien or
Wakeland Predevelopment Loan Agreement
Page 7
3-17
stop notice is given or recorded affecting the Site the Developer shall within thirty (30) days of
such recording or service:
a. pay and discharge the same; or
b. effect the release thereof by recording and delivering to Agency a surety bond in
sufficient form and amount, or otherwise; or
c. provide Agency with indemnification from a title insurance company reasonably
acceptable to the Agency against such lien or other assurance whlch Agency deems, in its
sole discretion, to be satisfactory for the payment of such lien or bonded stop notice and
for the full and continuous protection of Agency from the effect of Agency from the
effect of such lien or bonded stop notice. -
10. Developer's Representations and Warranties. Developer represents and warrants to
Agency as follows:
a. Authority. Developer has full right, power and lawful authority to undertake all
obligations as provided herein, and the execution, performance and delivery of this
Agreement by Developer has been fully authorize by all requisite actions on the part of
the Developer. The parties who have executed this Agreement on behalf of Developer are
authorized to bind Developer by signature hereto.
b. Litigation. To the best of the Developer's knowledge, there are no actions, suits,
material claims, legal proceedings, or any other proceedings affecting the Developer or
any parties affiliated with Developer, at law on in equity before any court or
governmental agency, domestic or foreign, which if adversely determined, would
materially impair the right or ability of Developer to execute or.perform its obligations
under this Agreement or any docwnents required herby to be executed by Developer, or
. which would materially adversely affect the financial condition of Developer or any
parties affiliated with Developer.
c. No Conflict. To the best of the Developer's knowledge, Developer's execution,
delivery, and performance of its obligations under this Agreement will not constitute a
. default or a breach under any contract, agreement or order to which Developer or any
parties affiliated with Developer is a party or by which it is bound.
d. No Bankruptcy. No attachment, execution proceedings, assignments for the
benefit of creditors, insolvency, bankruptcy, reorganization, receivership or other
proceedings have be~n flied or are pending or threatened against the Developer or any
parties affiliated with Developer, nor are any of such proceedings contemplated by
Developer or any parties with Developer.
e. Notice of Changed Conditions. Developer shall, upon learning of any fact or
condition which would cause any warranties and representations in this Section 10 not to
be true in any material respect,jmmediately give written notice of such fact or condition
Wakeland Predevelopment Loan Agreement
Page 8
3-18
to Agency. Such exceptiones) to a representation shall not be deemed breach of
Developer hereunder, but shall constitute an exception which Agency shall have the right
to approve or disapprove. If Agency elects to disburse the Predevelopment Loan to the
Developer following disclosure of such information, Developer's representations and
warranties contained herein shall be deemed to have been made as of the date of the
disbursement of the Predevelopment Loan, subject to such exceptiones). If following the
disclosure of such information the Developer fails to cure such matter within the time set
forth in Section 11 hereof for the cure of defaults, Agency may elect in its sole and
exclusive discretion to terminate this Agreement by 'Nritten notice to the Developer.
11. Prohibition Against Assignment and Transfer. Agency would not have entered into
this Agreement but for Developer's unique qualifications and experience. Therefore, Developer's
rights and obligations under this Agreement may not be assigned, whether voluntarily,
involuntarily, or by operation of law, without the prior written approval of Agency in its sole
discretion.
Upon the occurrence of any change, whether voluntary or involuntary, in membership,
ownership, management or control of the Developer (other than such changes occasioned by the
death or incapacity of any individual) that has not been approved by the Agency, prior to the
time of such change, the Agency may terminate this Agreement, without liability, by sending
written notice of termination to Developer. If Agency exercises said right to terminate, all funds
shall be immediately due and payable.
12. Remedies for Default. A failure by either party to perform any action or covenant
required by this Agreement, within the time periods provided herein following notice and failure
to cure as described hereafter, constitutes a "Default" under this Agreement. A party claiming a
Default shall give written notice of Default to the other party specifying the Default complained
of. Except as otherwise expressly provided in this Agreement, the claimant shall not institute any
proceeding against any other party, and the other party shall not be in Default if such party cures
such default within thirty (30) days from receipt of such notice. However, in the event that such
. Default is of such a nature that it cannot reasonably be cured within thirty (3) days from receipt
of such notice, the claimant shall not institute any proceeding against the other party, and the
other party shall not be in Default is such party iInmediately upon receipt of such notice. with
due diligence. commences to cure, correct or remedy such failure or delay and completes such
cure, correction or remedy with diligence as soon as reasonably possible thereafter.
13. Termination. Either party may terminate this Agreement if the other party has
materially defaulted in its obligations herein set forth, and the terminating party has provided
defaulting party with written notification of such determination, and the defaulting party has
refused to cure same as set; f6rth above.
Each party shall also have the right to terminate this Agreement in the event that Agency or
Developer determines that (a) the Project is infeasible or not in the public interest; or (b) the
parties reach an impasse in their negotiation of the Development and Loan Agreement which
cannot be resolved after good faith efforts.
Wakeland Predevelopment Loan Agreement
Page 9
3-19
14. Institution of Legal Actions. In addition to any other rights or remedies and subject to
the restrictions otherwise set forth in this Agreement, either party may institute and action at law
or equity to seek specific performance of the terms of this Agreement, or to cure, correct or
remedy any Default, to recover damages for any Default, or to obtain any other remedy
consistent with the purpose of this Agreement. Legal actions must be instituted in the Superior
Court of the County of San Diego, State of California located in the City of Chula Vista..
15. Acceptance of Service of Process. In the event that any legal action is commenced by
the Developer against Agency, service of process on Agency shall be made by personal service
upon the Secretary or executive Directory of Agency or in such other manner as may be provided
by law. In the event that any legal action is commenced by Agency against the Developer,
service of process shall be made in such a manner as may be provided by law and shall be
effective whether served inside or outside California. -
16. Rights and Remedies Are Cumulative. E~cept as otherwise expressly stated in this
Agreements, 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.
17. Inaction Not a Waiver of Default. Any failures or delays by either party in asserting any
of its rights and remedies as to any Default shall not operate as a waiver of any default or of any
such rights or remedies, or deprive either such party of its right to statute and maintain such
actions or proceeding which it may deem necessary to protect, assert or enforce any such rights
or remedies.
18. Applicable Law. The laws of the State of California shall gove~ the interpretation and
enforcement of this Agreement.
19. Attorney's Fees. In any action between the parties to interpret, enforce, reform, modify,
rescind, or otherwise in connection with any of the term or provisions of this Agreement, the
prevailing party in the action shall be entitled, in addition to any other relief to which it might be
entitled, whether legal or equitable, its actual and reasonable costs and expenses including,
without limitation, litigation costs and reasonable attorney's fees. The parties hereto
acknowledge and agree that each such party shall bear its own legal cost$ incurred in connection
with the negotiation, approval, and execution ofthis Agreement.
20. General Provisions.
a. Notices, riethands and Communications Between Parties. Any approval,
disapproval, demand, document or other notice ("Notice") which either party may desire
to give to the other party under this Agreement must be in writing and may be given
either by (i) personal service, (ii) delivery by reputable document delivery service such as
Federal Express that provides a receipt showing date and time of deliver, or (iii) mailing
in the United States mail, certified mail, postage prepaid, return receipt requested,
---
Wakeland Predevelopment Loan Agreement
Page 10
3-20
addressed to the address of the party as set forth below, or at any other address as that
party may later designate by Notice:
To Agency:
Agency's Address for Notice:
Redevelopment Agency of the City of Chula Vista
Community Development Department
Attn: Director of Community Development
Copy to: City Attorney
276 Fourth Avenue
Chula Vista, CA 91910
Telephone: (619) 691-5047
Fax: (619)476-5310
To Developer:
Developer's Address for Notice:
Kenneth Sauder
Wakeland Housing and Development Corporation
625 Broadway, Ste. 1000
San Diego, CA 92101
Telephone: 619-235-2296
Fax: 619-235-5386
Any written notice, demand or communication shall be deemed received
immediately upon receipt; provide, however, that refusal to accept delivery after
reasonable attempts thereto shall constitute receipt. Any notices attempted to be delivered
to an address from which the receiving party has moved without notice shall be effective
on the third day from the date of the attempted delivery or deposit in the United States
mail.
b. Non-Liability of Officials and Employees of Agency and City. No member,
official, officer or employee of Agency of the City of Chu1a Vista shall be personally
liable to the Developer, or any successor in interest, in the event of any Default or breach
by Agency or for ~y amount which may become due to the Developer or its successors,
or on any obligations under the terms of this Agreement. The City is not a party to this
Agreement and shall have no obligations hereunder.
c. Counterparts. This Agreement may be signed in multiple counterparts which,
when signed by all parties, shall constitute a binding agreement. This Agreement is
executed in three (3) originals, each of which is deemed to be an original.
Wakeland Pre development Loan Agreement
Page 11
3-21
d. Integration. This Agreement, together with the ENA, contains the entire
understanding between parties relating to the Predevelopment Loan contemplated by this
Agreement. All prior or contemporaneous agreements, understanding, representations
and statements, oral or written, related to the Predevelopment Loan are merged in this
Agreement and shall be of no further force or effect. Each party is entering this
Agreement base solely upon the representation set forth herein and upon each party's
own independent investigation of any and all facts such party deems material.
e. No Waiver. A waiver by either party of a breach of any of the covenants,
conditions or agreement under this Agreement to be performed by the other party shall
not be construed as a waiver of any succeeding breach of the same or other covenants,
agreements, restrictions or conditions of this Agreement.
f. Modifications. Any alteration, change, or modification of or to this Agreement,
in order to become effective, shall be made in writing and in each instance signed on
behalf of each party.
g. Severability. If any term, provision, condition, covenant of this Agreement or its
application to any party or circumstances shall be held, to any extent, invalid or
unenforceable,the remainder of this Agreement, or the application of the tenn,
provisions, condition or covenant to persons or circumstances other than those as to
whom or which it is held invalid or unenforceable, shall not be affected, and shall be
valid and enforceable to the fullest extent permitted by law.
h. Legal Advice. Each party represents and warrants to the other the following: they
have carefully read this Agreement, and in signing this Agreement, they do so with full
knowledge of any right which they may have; they have received independent legal
advice from their respective legal counsel as to the matters set forth in this Agreement, or
have knowingly chosen not to consult legat counsel as to the matters set forth in this
Agreement; and, they have freely signed this Agreement without any reliance upon any
agreement, promise, statement or representation by or on behalf of the other party, or
their respective agents, employees, or attorneys, except as specifically set forth in this
Agreement, and without duress or coercion, whether economic or otherwise.
i. Time of Essence. Time is expressly made of the essence with respect to the
performance by the parties of each and every obligation and condition of this Agreement.
j. Cooperation. Each party shall cooperate with the other in this transaction and, in
that regard, sign any and all documents which may be reasonably necessary, helpful, or
appropriate to canj c5ut the purposes and intent of this Agreement including, but not
limited to, releases or additional agreements.
k. Definitions. Any terms used in this Agreement but not separately defined herein
shall have the meaning given to such terms in the ENA.
[NEXT P~.9E IS SIGNATURE PAGE]
Wakeland Predevelopment Loan Agreement
Page 12
3-22
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the
Effective Date specified herein.
"AGENCY"
REDEVELOPNIENT AGENCY OF THE CITY OF
CHULA VISTA, a public body, corporate and
politic
By:
Stephen C. Padilla, Chair
ATTEST:
Dana M. Smith, Secretary
APPROVED AS TO FORM:
Ann Moore, Agency Attorney
"BORRO'NER"
WAKELAND HOUSING & DEVELOPMENT
CORPORATION
a Califo Nonprofit Public Benefit Corporation
B)" i cL~
'Kenneth L. Sauder, President and CEO
Wakeland Predevelopment Loan Agreement
Page 13
3-23
EXHIBIT "A"
Exclusive Negotiating Agreement TimelinelBudget
ALTA Survey
Site Feasibility Study
Soils Report
Phase I Environmental
Phase II
Environmental
(if necessary)
Preliminary Civil
Engineering Analysis
Site Adequacy
PubHc Workshop #1
Entitlement
Applications
Project Description,
Site Plans and
Elevations
Zoning Amendment
Environmental
Review
Project Development
Schedule
Housing Advisory
Commission
Agency Funding
Application
Agency Funding
Workshop #2
Final Site Plans and
Elevations
Developer to obtain a AL T A Survey on the subject Property
Developer to perform a Site Feasibility Study on the subject Property
Developer to obtain a Soils Report on the subject Property
Developer to obtain a Phase I Environmental on the subject Property
Developer to obtain a Phase I1 Environmental on the subject Property (if necessary)
Developer to perform a Preliminary Civil Engineering Analysis on the subject Property
Developer shall provide written determination of whether the subject Property is
physically suitable for development taking into account regulatory and environmental
conditions that are deemed relevant
Developer to conduct a pre-design workshop to gather input from the public and
stakeholders on the design parameters and framework for the subject Property
Completed Within 150 Days of ENA Execution $25,000
Developer to submit applications for Initial Study and Rezone
Developer to submit project description, preliminary site plans and elevations based on
pre-design review with staff and public input received at Public Workshop #1
City shall initiate an amendment, to the zoning on the site to aiiow an all residential,
multi~family development
City shall initiate the environmental review of the project
Developer to submit projected timeline and schedule for the construction of the
proposed development
Developer to present project proposal to the Housing Advisory Commission
Developer to submit application for Agency funding on the subject property
Agelfcy to decide on funding commitment for project (need 30 days between application
and Agency meeting)
Within 180 Da S orENA Execution
Developer to Workshop to present proposed development
Within 210 Days arENA Execution
Developer to Final site plans and elevations
$50,000
Exhibit A - Wakeland Predevelopment Loan Agreement
Page 1
3-24
MILESTONE DESCRIPTION Agency Contribution
Final Pro Forma Developer to submit final pro forma based on revised site plans and elevations
Funding Partners and Developer to Identification of lenders and fmancing commitment
Structure
Environmental City to issue environmental and zoning approvals
Review
Within 240 Days of ENA E.xecution I
CYRC Presentation Developer to present development proposal and Affordable Housing Agreement for
review and consideration. CYRC adopts advisory recommendations for Agency and/or
Council consideration.
Redevelopment Developer to present development proposal to Agency for final review and -
Agency consideration.
Within 300 Davs of ENA Execution r $100,000
Funding Application Developer to prepare and submit outside funding applications
Project Design Developer to complete construction draw.ings based on pre-design review with staff and
public input received at Public Workshops
Exhibit A - Wakeland Predevelopment Loan Agreement
3-25
Page 2
EXHIBIT "R"
ASSIGNMENT OF PLANS
The undersigned, WAKELAND HOUSING AND DEVELOPMENT CORPORATION, a
California nonprofit public benefit corporation ("Developer"), as of this 1 Olh day of August,
2006, hereby assigns to the REDEVELOPMENT AGENCY OF THE CITY OF CHULA
VISTA, a public body, corporate and politic ('"Agency"), all of its rights, title and interest in and
to:
1. All architectural, design, engineering and development agreements, and any and all
amendments, modifications, supplements, addenda and general conditions thereto
(collectively, "Architectural Agreements"); and, -
2. All plans and specifications, shop drawings, working drawings, amendments,
modifications, changes, supplements, general conditions and addenda thereto
(collectively "Plans and Specifications")
heretofore or hereafter entered into or prepared by any architect, engineer or other person or
entity (collectively "Architect"), for or on behalf of Developer in connection with the
development of the multifamily housing project (the "Project") referenced in the Predevelopment
Loan Agreement" between Developer and Agency dated as of August 10, 2006. The Plans and
Specifications, as of the date hereof, include, but are not limited to: ALTA Survey, site
feasibility study, soils report, environmental reports, preliminary civil engineering analysis, and
those which Developer has heretofore, or with hereafter deliver to Agency. The Architectural
Agreements include, but are not limited to: site plans and architectural elevations and those
which Developer has heretofore, or will hereafter deliver to Agency.
This Assignment of Plans ("Assignment") constitutes a present and absolute assignment to
Agency as of the Effective Date; provided, however, Agency conferes upon Developer the right
to enforce the terms of the Architectural Agreements .and Developer's right to the Plans and
Specifications so long as the Predevelopment Loan has not become due and payable. Upon the
date that the Predevelopment loan becomes due and payable, the Agency may, in its sole
discretion, give notice to Architect of its intent to enforce the rights of Developer under the
Architectural Agreements and of its rights to the Plans and Specifications and may initiate or
participate any legal proceedings respecting the enforcement of said rights. Developer
acknowledges that by accepting this Assignment, Agency does not assume any of Developer's
obligations under the Architectural Agreements or with respect to the Plans and Specifications.
Developer represents and warrants to Agency, as of the date hereof, that: (a) all Architectural
Agreements entered into by Developer are in full force and effect and are enforceable in
accordance with their terms and no default , or event which would constitute a default after
notice or the passage of time, or both, exists with respect to said Architectural Agreements; (b)
all copies of the Architectural Agreements and Plans and Specifications delivered to Agency are
complete and correct; and (c) Developer has not assigned any of its rights under the Architectural
Agreements or with respect to the Plans and Specifications.
Exhibit B - Wakeland Predevelopment Loan Agreement
3-26
Page 1
Developer agrees: (a) to pay and perform aU obligations of Developer under the Architectural
Agreements; (b) to enforce the payment and performance of all obligations of any other person
or entity under the Architectural Agreements; (c) not to modify the existing Architectural
Agreements nor to enter into any future Architectural Agreements without Agency's prior
written approval, except as otherwise may be pennitted in the Predevelopment Loan Agreement;
and (d) not to further assign, for security or any other purpose, its rights under the Architectural
Agreements or with respect to the Plans and Specifications without Agency's prior written
consent.
This Assignment secures payment and performance by Developer of all obligations of Developer
under the Predevelopment Loan Agreement. This Assignment is supplemental by any applicable
provisions of the Predevelopment Loan Agreements and said provisions are incorporate~ herein
by reference.
This Assignment shall be governed by the laws of the State of California, and Developer
consents to the jurisdiction of any State Court with the State of California having proper venue
for the filling and maintenance of any action arising hereof under and agrees that the prevailing
party in any such action shall be entitled, in addition to any other recovery, to reasonable
attorney's fees and costs. This Assignment shall be binding upon and inure to the benefit of the
heirs, legal representatives, assigns, and successor's in interest of Developer and Agency.
The attached Architects/Engineer's consent(s) is/are incorporated by reference.
"DEVELOPER"
By:
WAKELAND HOUSING & DEVELOPMENT
CORPORA nON, a. California Nonprofit Public Benefit
Corporation
I- -d-c-,
Kenneth 1. Sauder, President and CEO. '--
o -of-ubi
Date:
Exhibit B - Wakeland Pre development Loan Agreement
3-27
Page 2
Signature Page Continued
"AGENCY"
REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA,
a public body, corporate and politic
By:
Stephen C. Padilla, Chair
Date:
ATTEST:
Dana M. Smith, Secretary
~.~.-
Exhibit B - Wakeland Predevelopment Loan Agreement
3-28
Page 3
ATTACHMENT 2
lOCATION MAP
1501 Broadway
3-29
Attachment 3
WAKELAND HOUSING AND DEVELOPMENT CORPORATION
TOWN SQUARE ROWHOMffiS
· Town Square Rowhomes is located in tJ+e "Brick Row" Neighbbrhood at 9th
Street and "A" Avenue in National City-:
· Town Square Row Homes is a new construction project of 6 detached homes. The
homes were sold to families earning approximately 90% area median income.
Two units are income restricted at 120% -area median income.
· The development is in the Redevelopment Area of National City, and is consistent
with the objective of the City's Redevelopment Plan - to promote home
ownership.
· The units are appro~ately 1,500 square feet, three bedrooms and three baths.
i
· Each unit is based on a three story neo- Victorian design that includes a large room
for a ground level business use, if desired by the owner.
· The property was developed by Town Square Rowhomes, LLC.
· Sources of funds for the development are Low-Income Housing Fund, National
City Community Development Commission, with conventional take-out financing
being offered to the homeowners through Wells Fargo Bank.
3-30
Construction began in July 2001. and was comnleted in June )()n')
-"";,
WAKELAND HOUSING AND DKVELOPlVIENT CORPORATION
BEYER COURTYARDS
....-r ,
;/
· Located at 3300 Beyer Blvd in San Ysidro.
· New construction development of 60 units, ;primarily targeting very -low income
households. ,~
· 2 and 3 bedroom rental units.
· Financing sources are Bonds and 3% Tax CreditS.
· Construction was recently completed in April 2006.
.1
3-31
WAKELAND HOUSING AND DEVELOP:M:ENT CORPORATION
L~LIAN'S PLACE
· Located at 1401 J Street in Dovmtown San Diego.
· 4 story (on J Street) and 3 Story new structures, plus a rehabilitated historic 2 story
building (on the comer of 14th and 1), surrounding a series of connected courtyards and
recreation spaces.
· 74 units with a planned unit mix as follows; 23 one bedroom, 27 twq bedroom, 23 three
bedroom and 1 manager's unit. Three of the. 3 bedroom units will befthree stqry
townhomes, suitable as a live (work environment, targeted to 110% AMI households.
· A community center will include the property manager's office, a computer learning
center and and other resident services activities.
· A separate room will be set-aside to show an exhibit commemorating the history of the
site (to be open to the public on a scheduled basis)
· Lillian Place is a joint venture between Wakeland and Interfaith Housing Assistance
Corporation. :
:
· Financing sources are ~e City of San Diego (NOF A funding), 9% tax credits, Affordable
Housing Program funding, Wells Fargo Bank construction loan, CCRC permanent
fmancing.
· Construction began in November 2004 and is expected to be completed by Summer 2006.
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RDA RESOLUTION NO. 2006-
RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE
CITY OF CHULA VIST A APPROVING [A] A
PREDEVELOPMENT LOAN AGREEMENT BY AND BETWEEN
THE REDEVELOPMENT AGENCY AND WAKELAND HOUSING
AND DEVELOPMENT CORPORATION FOR THE
DEVELOPMENT AND OPERATION OF AN AFFORDABLE
RENTAL HOUSING DEVELOPMENT TO BE LOCATED AT 1501
BROADWAY IN THE CITY OF CHULA VIST A AND
AUTHORIZING THE CHAIRMAN OF THE REDEVELOPMENT
AGENCY TO EXECUTE SAID AGREEMENT; AND [B]
APPROPRIATION OF $200,000 FROM THE UNAPPROPRIATED
BALANCE IN THE LOW AND MODERATE INCOME HOUSING
FUND FOR THE PREDEVELOPMENT LOAN TO WAKELAND
HOUSING AND DEVELOPMENT CORPORATION
WHEREAS, California Health and Safety Code Sections 33334.2 and 33334.6
authorize and direct the Redevelopment Agency of the City of Chula Vista (the "Agency") to
expend a certain percentage of all taxes which are allocated to the Agency pursuant to Section
33670 for the purposes of increasing, improving and preserving the community's supply of low
and moderate income housing available at affordable housing cost to persons and families of
low- and moderate-income, lower income, and very low income; and
WHEREAS, pursuant to applicable law the Agency has established a Low and
Moderate Income Housing Fund (the "Housing Fund"); and
WHEREAS, pursuant to Health and Safety Code Section 33334.2(e), in carrying out
its affordable housing activities, the Agency is authorized to provide subsidies to or for the
benefit of very low income and lower income households, or persons and families of low or
moderate income, to the extent those households cannot obtain housing at affordable costs on the
open market, and to provide financial assistance for the construction and rehabilitation of
housing which will be made available at an affordable housing cost to such persons; and
WHEREAS, pursuant to Section 33413(b), the Agency is required to ensure that at
least 15 percent of all new and substantially rehabilitated dwelling units developed within a
project area under the jurisdiction of the Agency by private or public entities or persons other
than the Agency shall be available at affordable housing cost to persons and families of low or
moderate income; and
WHEREAS, Wakeland Housing and Development Corporation ("Developer")
proposes to construct an affordable rental housing development targeting predominately
extremely low and very low households at 50 percent or less of the Area Median Income (AMI)
to be located at 1501 Broadway within the Merged Chula Vista Project Area ("Project"); and
3-33
RDA Resolution No. 2006-
Page 2
WHEREAS, in order to carry out and implement the Redevelopment Plan for the
Agency's redevelopment projects and the affordable housing requirements and goals thereof, the
Agency and City propose to enter into an Agency Predevelopment Loan Agreement (the
"Predevelopment Loan Agreement") with the Developer, pursuant to which the Agency would
make a predevelopment loan to the Developer (the "Predevelopment Loan"), and the Developer
would agree to develop the Project for occupancy of all apartment units in the Project to very
low and lower income households and rent those units at an affordable housing cost; and
WHEREAS, the Agency Predevelopment Loan Agreement will leverage the
investment of the Agency and City by requiring the Developer to obtain additional financing for
the construction and operation of the Project through such resources as "9% Tax Credits" to be
generated by the Project; and
WHEREAS, the Project is located within the Agency's Merged Chula Vista
Redevelopment Project Area and development and operation of the Project pursuant to the
Agency Agreement would benefit the Agency's redevelopment project areas by providing
affordable housing for persons who currently live and work within those redevelopment project
areas; and
WHEREAS, the Agency has adopted an Implementation Plan pursuant to Health and
Safety Code Section 33490, which sets forth the objective of providing housing to satisfy the
needs and desires of various age, income and ethnic groups of the community, and which
specifically provides for the rehabilitation of rental housing units through Agency assistance; and
WHEREAS, the Environmental Review Coordinator has reviewed the proposed activity
for compliance with the California Environmental Quality Act (CEQA) and has determined that
the activity is not a "Project" as defmed under Section 15378 of the State CEQA Guidelines;
therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not
subject to CEQA. Thus, no environmental review is necessary; and
WHEREAS, the Agency Agreement furthers the goals of the Agency to facilitate the
creation of affordable housing which will serve the residents of the neighborhood and the City as
set forth in the Implementation Plan; and
WHEREAS, the Agency have duly considered all terms and conditions of the proposed
Agency Loan Agreement and believes that this Loan Agreement is in the best interests of the
Agency and the health, safety, and welfare of its residents, and in accord with the public
purposes and provisions of applicable State and local law requirements;
NOW, THEREFORE, THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA
VIST A DOES RESOLVE AS FOLLOWS:
Section 1. The Agency hereby finds that the use of funds from the Agency's Low
and Moderate Income Housing Fund pursuant to the Predevelopment Loan Agreement, to
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RDA Resolution No. 2006-
Page 3
facilitate the development and operation of real property will be of benefit to the Agency's
redevelopment project areas for the reasons set forth above.
Section 2. The Agency hereby approves [A] A Predevelopment Loan Agreement in
substantially the form presented to the Agency, subject to such revisions as may be made by the
Agency Executive Director/City Manager or his designee subject to the review and approval of
the Agency/City Attorney, with Wakeland Housing and Development Corporation for the
development of an affordable rental housing development located at 1501 Broadway and; [B]
appropriation of $200,000 from the unappropriated balance in the Low And Moderate Income
Housing Fund for said Predevelopment Loan to Wakeland.
PRESENTED BY
APPROVED AS TO FORM BY
Ann Hix
Assistant Director of Community
Development
~C~fvLeGoJ4z' ~
Ann oore
Agency Attorney
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