HomeMy WebLinkAbout2008/02/25 RDA Item 2
CITY COUNCIL &
REDEVELOPMENT AGENCY
AGENDA STATEMENT
~\ff:. OlY OF
~CHULA VISTA
FEBRUARY 26,2008, Item-L
SUBMITTED BY:
REVIEWED BY:
JOINT RESOLUTION OF THE CITY COUNCIL AND THE
REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA
AUTHORIZING (1) AN AMENDMENT TO THE EXISTING
AFFORDABLE HOUSING REGULATORY AGREEMENT AND
ITS FIRST AMENDMENT FOR THE 115 MODERATE-INCOME
FOR-SALE UNITS AND THE 92 LOW-INCOME RENTAL UNITS;
AND (2) AN AMENDMENT TO THE AFFORDABLE HOUSING
AGREEMENT FOR THE 92 LOW-INCOME RENTAL UNITS IN
NEIGHBORHOOD R-19 IN OTA Y RANCH VILLAGE ELEVEN.
ASSISTANT DIRECTOR F REDEVELOPMENT & HOUSING (j2;
CITY MANAGER
4/5THS VOTE: YES D NO ~
ITEM TITLE:
SUMMARY
Brookfield Shea Otay LLC, the City of Chula Vista and/or Agency have previously entered into
several regulatory and financial agreements for the purpose of providing affordable housing
opportunities within the Winding Walk master planned community. In partial satisfaction of
these agreements, CIC Landings, LLC (CIe) is constructing and will own and operate a 92-unit
low-income apartment development, known as the Landings at Winding Walk (Landings).
During the closing of escrow and securing of fmancing for the project, CIC determined that
amendments were necessary to the Affordable Housing Regulatory Agreement, its First
Amendment, and the Affordable Housing Agreement to clarify the affordable housing
obligations and conflicts oflaw. Adoption of the Resolution will amend these agreements.
ENVIRONMENTAL REVIEW
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 a previously adopted Final Second Tier Environmental Impact
Report, EIR 01-02. Thus, no further CEQA review is necessary.
RECOMMENDATION
That the Council and Redevelopment Agency adopt the Resolution.
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FEBRUARY 26, 2008, ItemL
Page 2 of 4
BOARDS/COMMISSION RECOMMENDATION
On February 28, 2007, the Housing Advisory Commission voted to recommend the development
of The Landings at Winding Walk as an affordable rental community and the conditional
approval of HOME funds to assist in its fmancing.
DISCUSSION
To satisfy the affordable housing obligations for Winding Walk and implement the various
executed agreements, Brookfield Shea proposed development of two separate projects. The
property was subdivided into two separate lots to allow for separate development and ownership.
Brookfield Shea has conveyed one parcel to CIC to construct, own and operate a 92-unit
affordable rental project, known as the Landings while retaining the other parcel for the
development of 115 for-sale condominium units.
During the closing of escrow and securing of financing for the Landings, CIC and its
representatives determined that certain amendments to the Agreements were necessary to
appropriately reflect the low and moderate-income affordable housing obligations of each
property and conflicts oflaw.
Affordable Housinl! Rel!Ulatorv Al!reement and its First Amendment
The Affordable Housing Regulatory Agreement (Regulatory Agreement) recorded in December
2006 outlined Brookfield Shea's original proposal to develop an affordable condominium project
with the units to be sold as affordable to both low and moderate-income households.
Subsequently, Brookfield Shea decided to meet the 92-unit low-income housing obligation
through the development of an affordable rental project (Landings) rather than a for-sale condo
project. The Regulatory Agreement was amended to reflect the change (First Amendment).
The property was subdivided into two parcels to allow for the separate development and
ownership of the two different projects, the Landings on one and a moderate-income for-sale
condo project on the other. Although the property was subdivided with the intent of each project
satisfying their own respective obligation, the Regulatory Agreement continues to encumber both
parcels and therefore legally obligates each parcel to provide both the low and moderate-income
housing. An amendment to the Regulatory Agreement and the First Amendment are necessary to
assign the low and moderate-income obligations, covenants, and requirements to the respective
parcels.
Affordable Housinl! Al!reement (For-rent Al!reement)
The Affordable Housing Agreement (For-Rent Agreement) recorded in December 2007 serves as
the regulatory agreement for the Landings and is recorded solely on that property. The For-Rent
Agreement controls and supersedes all of the provisions of the Regulatory Agreement related to
the low-income units. An amendment to this agreement is necessary to clarify any conflicts of
law.
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FEBRUARY 26, 2008, Item~
Page 3 of 4
DECISION MAKER CONFLICT
Staff has reviewed the property holdings of the City Council and the Redevelopment Agency and
has found no property holdings within 500 feet of the boundaries of the property which is the
subject of this action.
FISCAL IMPACT
There are no costs related to this action.
ATTACHMENTS
1. Location Map
Prepared by: Leilani Hines, Principal Project Coordinator, Redevelopment & Housing
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FEBRUARY 26,2008, Item 2-
Page 4 of 4
Attachment 1 .
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RESOLUTION NO. 2008-
(RDA RESOLUTION NO. 2008-~
JOINT RESOLUTION OF THE CITY COUNCIL AND THE
REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA
AUTHORIZING (1) AN AMENDMENT TO THE EXISTING
AFFORDABLE HOUSING REGULATORY AGREEMENT AND
ITS FIRST AMENDMENT FOR THE 115 MODERATE INCOME
FOR-SALE UNITS AND THE 92 LOW-INCOME RENTAL
UNITS; AND (2) AN AMENDMENT TO THE AFFORDABLE
HOUSING AGREEMENT FOR THE 92 LOW-INCOME RENTAL
UNITS IN NEIGHBORHOOD R-19 INOTA YRANCHVILLAGE
ELEVEN
WHEREAS, Brookfield Shea Otay, LLC (Brookfield Shea) originally proposed to build 207
affordable for-sale units (92 low income and 115 moderate income) in Neighborhood R-19 ofOtay
Ranch Village Eleven to satisfY its affordable housing obligations; and
WHEREAS, the City ofChula Vista (City) and Brookfield Shea entered into an Affordable
Housing Regulatory Agreement (Regulatory Agreement) to assure the continued affordability of
these for-sale units; and
WHEREAS, Brookfield Shea, the City and the Agency entered into a separate Affordable
Housing Agreement recorded December 4,2007, as Document No. 2007-0753144 in the Official
Records (For-Rent Agreement) and the First Amendment to Affordable Housing Regulatory
Agreement recorded August 29, 2007, as Document No. 2007 (First Amendment) to allow the
construction and operation ofthe 92 units for low income households as a multifamily rental housing
project, known as the Landings, by CIC Landings, LLC (CIe) (which approval was made by City
Council Resolution No. 2007-064 and conditioned upon the obtaining of subsidies and tax credits
including those from the State of California Multifamily Housing Program) while maintaining the
115 moderate income units as for-sale units; and
WHEREAS, in November 2007, Brookfield Shea processed a subdivision map for its real
property and subdivided Lot 1 of Chula Vista Tract No. 01-11 Otay Ranch Village 11
Neighborhoods MU-19 and R-19 into two separate lots to allow for the separate ownership and
development of the 115 moderate income for-sale units and the Landings. These lots are now known
as Lot 1 and Lot 2 Chula Vista Tract No. 01-11 Otay Ranch Village 11 portions of Neighborhoods
MU-19 and R-19 according to Map No.15640, filed in Official Records of San Diego County, and
these two lots are sometimes collectively referred to herein as the "Real Property"; and
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2-5
Resolution No. 2008-_
RDA Resolution No. 2008-_
Page 2
WHEREAS, Brookfield Shea is the legal owner of the fee title to Lot 1 of the Real Property.
Lot 1 is currently unimproved and will be developed, constructed and operated by Brookfield Shea
as a multifamily housing project of 115 Moderate Income Units and 32 unrestricted Units (Moderate
Income Project). Through the complete and satisfactory performance of the eity's moderate income
housing obligations, covenants, requirements and conditions of the Regulatory Agreement and the
First Amendment to the Regulatory Agreement, Brookfield Shea intends for the Moderate Income
Project to satisfy its obligations for Moderate Income Units; and
WHEREAS, eIe is the legal owner of the fee title to that portion of the Real Property,
known as Lot 2. Lot 2 ofthe Real Property is currently undergoing construction and development for
operation as a multifamily rental housing project of 92 Low Income Units by eIe (Apartment
Project). Through complete and satisfactory performance of the eity's low income housing
obligations, covenants, requirements and conditions under the For-Rent Agreement and any
amendments thereto, eIe intends for the Apartment Project to satisfy the obligations for Low
Income Units; and
WHEREAS, Brookfield Shea desires to remove the obligation to provide Low Income Units
on Lot 1, so Brookfield Shea can designate Lot 1 as the Moderate Income Parcel on which the
Moderate Income Units will be developed; and
WHEREAS, eIe desires to remove the obligation to provide Moderate Income Units on
Lot 2, so eIe can designate Lot 2 as the Low Income Parcel on which the Low Income Units will be
developed; and
WHEREAS, through a Second Amendment to the Regulatory Agreement, the eity,
Brookfield Shea, and eIe desire to allocate the affordable housing obligations arising out of the
Master Affordable Housing Agreement, Regulatory Agreement, For-Rent Agreement, and all
amendments thereto, to individual parcels and their respective owners or successors in interest such
that the Moderate Income Units shall be provided on Lot 1 and the Low Income Units shall be
provided on Lot 2; and
WHEREAS, additionally, criteria for the priority and selection of tenants have been
developed and included in the body of the For-Rent Agreement. Since the execution of the For-Rent
Agreement, it has come to the attention of the Agency, that in certain circumstances and during the
timeframe that U.S. Housing and Urban Development (HUD) restrictions are in place, the criteria
developed for residential preferences may not be in full compliance with relevant HUD regulations.
In such situations, City would like to ensure that the language of the For-Rent Agreement is made
consistent with applicable law and all relevant regulations for the receipt and use of HOME funds;
and
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Resolution No. 2008-_
RDA Resolution No. 2008-_
Page 3
WHEREAS, the For-Rent Agreement, as originally drafted and executed, also contains a
provision, Article 6, entitled Conflicts of Law, which addresses conflicts with state and federal laws
enacted after the For Rent Agreement was executed. Though such provision creates a process by
which the conflicts will be resolved, it does not contemplate how CIC is to meet its obligations
under the For-Rent Agreement without running afoul ofthe law that is the subject of the conflict. It
is the intent of this Amendment to permit CIC to comply with the law without breaching the terms
and conditions of the For Rent Agreement; and
WHEREAS, all parties desire to amend the Regulatory Agreement, the First Amendment
thereto, and the For-Rent Agreement to address these matters.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City ofChula Vista and
the Redevelopment Agency ofthe City ofChula Vista as follows:
1. That it authorizes the City Manager to execute an amendment to the existing Regulatory
Agreement for the 115 moderate income for-sale units and the 92 low income rental units,
known as the Landings, in Neighborhood R-19 ofOtay Ranch Village Eleven, as attached
hereto as Exhibit I; and
2. That it authorizes the City Manager and the Executive Director of the Redevelopment
Agency to execute an amendment to the existing For Rent Agreement for the 92 low income
rental units, known as The Landings, in Neighborhood R-19 ofOtay Ranch Village Eleven,
as attached hereto as Exhibit 2.
Eric Crockett
Redevelopment & Housing Assistant Director
~ Moor~
C ty Attorney/Agency Counsel
Presented By
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THE A TT ACHED AGREEMENT HAS BEEN REVIEWED
AND APPROVED AS TO FORM BY THE CITY
ATTORNEY'S OFFICE AND WILL BE
FORMALLY SIGNED UPON APPROVAL BY
THE CITY COUNCIL
Ann Moore
City Attorney
Dated: 2..(26 /0&
Second Amendment to
Affordable Housing Regulatory Agreement
and
Amendment to First Amendment to
Affordable Housing Agreement
2-8
RECORDING REQUESTED BY AND
WHEN RECORDED MAIL TO:
City ofChula Vista
276 Fourth Avenue
Chula Vista CA 91910
Attn: City Clerk
No fee for recording pursuant to
Government Code Section 27383
(Space above for Recorder's Use)
SECOND AMENDMENT TO
AFFORDABLE HOUSING REGULATORY AGREEMENT AND
AMENDMENTTOF~TAMENDMENTTO
AFFORDABLE HOUSING REGULATORY AGREEMENT
THIS SECOND AMENDMENT to the Affordable Housing Regulatory Agreement and
Amendment to First Amendment~. Affordable Housing Regulatory Agreement ("2nd
Amendment") is entered into on the day of February, 2008, by and among the CITY OF
CHULA VISTA, a public body, co orate and politic, of the State of California ("City");
WINDING WALK RESIDENTIAL, LLC, a Delaware limited liability company
("Developer"); and CIC LANDINGS, L.P., a California Limited Partnership ("Apartment
Developer"). The City, Apartment Developer, or the Developer may be referred to herein
individually as "Party" and collectively as "Parties."
RECITALS
A. WHEREAS, as a condition of development in Otay Ranch, Village 11, Council
Resolution No. 2003-492, and that certain Affordable Housing Agreement previously entered
into between the City and Developer's predecessor and recorded on February 24, 2003 as
Document No. 2003-0200562 in the official records of the San Diego County Recorder's office
("Master Affordable Housing Agreement"), Developer is obligated to provide a specified
percentage of affordable housing units within Village 11; and
B. WHEREAS, on September 5, 2006, City and Developer's predecessor entered
into an Affordable Housing Regulatory Agreement, recorded as Doc. No. 2006-855757 on
December 1, 2006 in the official records of the San Diego County Recorder's Office
("Regulatory Agreement") wherein, Developer agreed to provide two hundred seven (207)
affordable units ("Affordable Units") on that certain real property, identified in Exhibit A to the
Regulatory Agreement, and owned at the time of execution of such document by Developer's
predecessor ("Real Property"); and
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C. WHEREAS, pursuant to the Regulatory Agreement, of the 207 Affordable Units,
Developer was required to provide one hundred fifteen (115) as affordable to Moderate Income
Buyers ("Moderate Income Units") and the remaining ninety-two (92) as affordable to Low
Income Buyers ("Low Income Units"). Though the Master Affordable Housing Agreement
permitted affordable housing obligations to be met through a variety of housing types, such as
"for sale" and "rental", the Regulatory Agreement required all 207 Affordable Units to be "for
sale"; and
D. WHEREAS, subsequent to execution of the Regulatory Agreement, the
Developer proposed an alternative affordable housing project that would permit the development
of the Low Income Units as rental housing ("For-Rent Units"), rather than "for sale"; and
E. WHEREAS, on August 9, 2007, the Developer and the City executed the First
Amendment to the Affordable Housing Regulatory Agreement, recorded as Doc. No. 2007-
0574894 on August 29, 2007 in the official records of the San Diego County Recorder's office
("1st Amendment to the Regulatory Agreement") wherein the obligation to provide 92 Low
Income Units as "for sale" was amended to an obligation to provide 92 Low Income Units as
rental housing, provided the Developer executed a "For-Rent Agreement", which would place
covenants, conditions, and restrictions on, among other things, the management, maintenance,
affordability, and use of the Low Income Units; and an apartment developer secured fmancing
necessary for the Low Income portion of the Project; and
F. WHEREAS, at the time of the execution of the Regulatory Agreement and the 1st
Amendment to the Regulatory Agreement, Developer was the owner of the Real Property and
the obligations for both Low Income Units and Moderate Income Units were recorded thereon,
such that all parcels resulting from a future subdivision of the Real Property would remain
encumbered with obligations for both Low Income Units and Moderate Income Units.
G. WHEREAS, concurrent with the execution of the 1st Amendment to the
Regulatory Agreement, the Developer and City entered into the "For-Rent Agreement", titled
Affordable Housing Agreement. Such Agreement affects only a portion of the property covered
by the Regulatory Agreement, and provides for the development of and regulates the rental,
maintenance, and management of 92 Low Income Units in furtherance of the 1st Amendment to
the Regulatory Agreement; and
H. WHEREAS, in November 2007, Developer processed a subdivision map for the
Real Property and subdivided Lot 1 of Chula Vista Tract No. 01-11 Otay Ranch Village II
Neighborhoods MU-19 and R-19 according to Map thereofNo.15479 into two separate lots with
the intention of creating a lot on which the Low Income Units would be developed ("Low
Income Parcel") and a lot on which the Moderate Income Units would be developed ("Moderate
Income Parcel"). The Moderate Income Parcel is now known as "Lot I", and the Low Income
Parcel is now known as "Lot 2", of Chula Vista Tract No. 0 I-II Otay Ranch Village II portions
of Neighborhoods MU-19 and R-19 according to Map thereofNo.15640 filed in Official Records
of San Diego.
1. WHEREAS, the For-Rent Agreement was recorded on December 4, 2007 at the
office of the San Diego County Recorder as Doc. No. 2007-0753144 as an encumbrance on Lot
2
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2. The recording of this For-Rent Agreement was intended to supersede the requirements of the
Regulatory Agreement with respect to the provision of Low (but not Moderate) Income Units on
Lot 2, provided that the fmancing for the Low Income Units was secured. The obligation for
Moderate Income Units was intended to remain only on Lot I pursuant to the Regulatory
Agreement and the 15t Amendment to the Regulatory Agreement; and
J. WHEREAS, Lot I is currently unimproved and will be developed, constructed
and operated by Developer as a multifamily housing project of one hundred fifteen (II 5)
Moderate Income Units and thirty two (32) unrestricted Units ("Moderate Income Project").
Through the complete and satisfactory performance of the City's moderate income housing
obligations, covenants, requirements and conditions of the Regulatory Agreement and the 1st
Amendment to the Regulatory Agreement, the Developer intends for the Moderate Income
Project to satisfy its obligations for Moderate Income Units; and
K. WHEREAS, Lot 2 of the Real Property is currently undergoing construction and
development for operation as a multifamily rental housing project of ninety-two (92) Low
Income Units by Apartment Developer ("Apartment Project"). Through complete and
satisfactory performance of the City's low income housing obligations, covenants, requirements
and conditions under the For-Rent Agreement, the Apartment Developer intends for the
Apartment Project to satisfy the obligations for Low Income Units; and
1. WHEREAS, the Developer desires to remove the obligation to provide Low
Income Units on Lot I, thus clarifying that Lot 1 is the Moderate Income Parcel on which the
Moderate Income Units will be developed; and
M. WHEREAS, the Apartment Developer desires to remove the obligation to provide
Moderate Income Units on Lot 2, thus clarifying that Lot 2 is the Low Income Parcel on which
the Low Income Units will be developed; and
N. WHEREAS, through this 2nd Amendment to the Regulatory Agreement, the City,
the Developer, and the Apartment Developer desire to allocate the affordable housing obligations
arising out of the Master Affordable Housing Agreement, Regulatory Agreement, For-Rent
Agreement, and all amendments thereto, to individual parcels and their respective owners or
successors in interest such that the Moderate Income Units shall be provided on Lot 1 and the
Low Income Units shall be provided on Lot 2.
NOW, THEREFORE, in consideration of the foregoing recitals and other good and
valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the Parties
hereto hereby agree to a Second Amendment to the Regulatory Agreement, which shall amend the
Regulatory Agreement as follows:
3
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2-11
1. Exhibits.
Exhibit A of the Regulatory Agreement, and Exhibit A of the I st Amendment to the
Regulatory Agreement, are each amended and restated in their entirety to be added
to read as set forth in the attached Exhibit A, which contains the legal description for
Lot 1, the Moderate Income Parcel of this 2nd Amendment.
2. Release of Respective Lots From Inapplicable Portions of Regulatory
Agreements.
Lot I is hereby released from any obligation under the Regulatory Agreement or the
I st Amendment to the Regulatory Agreement to provide any Low Income Housing,
or to satisfy any Low Income Housing obligation. Lot 2 is hereby released from the
Regulatory Agreement and the I st Amendment to the Regulatory Agreement, but
leaving the For-Rent Agreement effective as to Lot 2.
3. No Other Changes. This 2nd Amendment changes only those sections of the
Regulatory Agreement and the I st Amendment to the Regulatory Agreement
specifically identified in sections I through 2, above. No other changes to the
Regulatory Agreement or the 1st Amendment thereto are contemplated or intended
by this 2nd Amendment. The balance of the Regulatory Agreement and the 1st
Amendment thereto shall remain unchanged and in continue full force and effect
with respect to Lot I.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as
of the day and year first written above.
CI1Y:
CITY OF CHULA VISTA, a public body, corporate
and politic, of the State of California
By:
Name:
Title:
ATTEST:
Susan Bigelow, City Clerk
APPROVED AS TO FORM:
City Attorney
4
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"DEVELOPER":
WINDING WALK RESIDENTIAL LLC,
a Delaware limited liability company
By: BROOKFIELD SHEA OTAY, LLC,
a California limited liability company
By: SHEAOTAYVILLAGE 1l,LLC,
a California limited liability company
By: Shea Homes Limited Partnership,
a California limited partnership,
its sole member
~'
By'
Na~e: - - ~ - r"n' "i'
Authorized Agent
Date: 2-/1 'lIDS,
~:;., df..~ !:.
Authorized Agent
Date: 2/ (q /08
By: Brookfield Otay LLC,
a Delaware limited liability
company, member
Date: z..
By: ~
Name:
Title:
Date:
5
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"APARTMENT DEVELOPER":
CIC LANDINGS, L.P.,
a California limited partnership
By: Ajax-Landings, LLC,
a California limited liability company,
its Administrative General Partner
By: Chelsea Investment Corporation,
a California corporation,
its Manager
By:
Name:
Its: PresiclsBt
,
Date: ~O~
By: Pacific Southwest Community Development
Corporation, a California nonprofit public benefit
corporation, its Managing General Partner
By:
Name: Jack K. Jaynes
Its: Executive DirectorlPresident
_~K~
Date: '>-If 1 ( '" g
6
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2-14
EXHIBIT A
Legal Description
All of that certain real property situated in the City of Chula Vista, County of San Diego, State of
California, described as follows:
Lot I ofCHULA VISTA TRACT NO. 01-11 OTAY RANCH-VILLAGE 11 PORTIONS OF
NEIGHBORHOODS MU-I AND R-19, in the City of Chula Vista, County of San Diego, State
of California, according to Map thereof No. 15640, filed with the County Recorder of San Diego
County on November 8, 2007.
7
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ACKNOWLEDGMENT
Stateof (Jal/lOr/J/.d }
<4 . }ss
Countyof VolA U,O }
On 7,.. h. (c;' ;}g p 1 before me, fin R. k /:.rWA 5
A Notary Public in and for said State, personally appeared
C!t1..:r1/r',,) A. 3'lAm;/ , proved to me on the basis of
satisfactory evidence to be the personEs1 whose nam~ is/ere subscnlled to the within
instrument and acknowledged to me that he/sheAhey- executed the same in hisIherItlIeir
authorized capacity(iesT. and that by hisfhcr.%eir- signaturefs1 on the instrument the person~, or
the entity upon behalf of which the person~ acted, executed the instrument.
I certify under PENALTY OF PERJURy under the laws of the State of California that tbe
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
~ - -- - - - - - - - - - . f
@ G. R. WIIHEIlS
_ Convnlalon # 161C061
I.. Nofory P\bIIc . ealllomlcl f
kin ~ County -
j _ _ _ ~~~~~~8~2~of
? til W/16?S
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2-16
ACKNOWLEDGMENT
State of
Ca;;!;YY7/",;;
}
~ }ss
County of c;J/V) {)717 }
On ~.6. (q db# 1 before me, G 1< )0fI-A~ A7
A Notary Public in and for said State, personally appeared
proved to me on the basis of
e person(s}' whose nam~ islm:e-subscribed to the within
inslrument and acknowledg to me that he,lsa.Jth~y executed the same in h~
authorized capacity{iesJ, and that by hislherltheif. signature(sTon the inslrument the person{5r, or
the entity upon behalf of which the personW"acted, executed the instrument
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
~- - - - ~~~~~6&- J
i@ NoIary 1'I.lblIc. CoUlcmla I
san DJego County -
~""""... _ ~:~~~r~~a.:.2~of
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100904979v2
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2-17
ACKNOWLEDGMENT
State of
}
}ss
}
County of
On before me,
AN otary Public in and for said State, personally appeared
, proved to me on the basis of
satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
10
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2-18
ACKNOWLEDGMENT
State oCLahl-Of r'lia }
}ss
County of ~., D10C> }
On~b. 1'\ 2.00P- before me, ,<;al'a.h.J. :l3ec1:Nlal1
A Notary Public in and for said State, personally appeared
'Pcivl L. Bo..rne<:,. orJ ,john B .1Ja...nC-!ie..... , proved to me on the basis of
satisfactory evidence to be the personlS) whose name6) i~ subscribed to the within
instrument and acknowledged to me that he/she/~ executed the same in his/her/~
authorized capacity~, and that by his/her/Qsign';mi;~ on the instrument the person@or
the entity upon behalf of which the persor@ acted, executeo the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
~ - - - - - - - - - ~ - -
SARAH J. BeCKMAN
$ ~ Commission # 1591B62 ~
! -,.; Notary Public . CofWornla ~
.. San Diego Counly -
. My Comm. Expires Jut I, 2009
jJ- f ILt4H4N
11
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2-19
ACKNOWLEDGMENT
State of 0() \ i ~n\ i (\
County of &f\ 0 i eczo
On yen. \ql~ before me, 3toce~ V\\'\DS'YlM
A Notary Public in and for said State, personally appeared
}
}ss
}
Mo..<<I O. (J~'(\e~ Me!. lo.xYI.g Cc& S , proved to me on the basis of
satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that k:efflfte/they executed the same in 1;i3.'hcr/their
authorized capacity(ies), and that by ~/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
~
12
700904979v2
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ACKNOWLEDGMENT
State of
}
}ss
}
County of
On before me,
A Notary Public in and for said State, personally appeared
, proved to me on the basis of
satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in hislher/their
authorized capacity(ies), and that by hislher/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
13
700904979v2
G:\Wp\7069\005 Landings\City Docs\2nd Arndt to Affordable Housing Regulatory Agmt 021908.DOC
2-21
ACKNOWLEDGMENT
State of
}
}ss
}
County of
On before me,
A Notary Public in and for said State, personally appeared
, proved to me on the basis of
satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in hislher/their
authorized capacity(ies), and that by hislher/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
14
700904979v2
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2-22
THE A TT ACHED AGREEMENT HAS BEEN REVIEWED
AND APPROVED AS TO FORM BY THE CITY
ATTORNEY'S OFFICE AND WILL BE
FORMALLY SIGNED UPON APPROVAL BY
THE CITY COUNCI
~
Dated: 2! 2..D I ceo
First Amendment of
Affordable Housing Agreement
2-23
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
City of Chula Vista
276 Fourth Avenue
Chula Vista CA 91910
Attn: City Clerk
No fee for recording pursuant to
Government Code Section 27383
SPACE ABOVE THIS LINE FOR RECORDER'S USE
FIRST AMENDMENT OF AFFORDABLE HOUSING AGREEMENT
This FIRST AMENDMENT OF AFFORDABLE HOUSING AGREEMENT ("l't
Amendment") is made and entered into effective this _ day of February, 2008, by and
among the City of Chula Vista, a municipal corporation ("City"), the Redevelopment Agency of
the City of Chula Vista, a public body, corporate and politic ("Agency"), and CIC Landings,
L.P" a California limited partnership ("Low Income Apartment Owner") and/or its successors
or assignees. Unless otherwise defined herein, capitalized terms shall have the same meaning as
ascribed in the For-Rent Agreement (defined in Recital Paragraph A, below).
RECITALS
A. Winding Walk Residential LLC ("Developer") previously entered into that
certain Affordable Housing Agreement with the Agency and the City and recorded on December
4, 2007 as Document No. 2007-0753144 in the Official Records of San Diego County, California
("For-Rent Agreement"). The For-Rent Agreement is recorded against certain real property
more particularly described on Exhibit A hereto and incorporated herein ("Real Property").
B. Developer has recently conveyed to Low Income Apartment Owner the Real
Property. Real Property is currently being improved and will be developed, constructed and
operated as a multifamily rental housing project of ninety-two (92) units for low-income
households by Low Income Apartment Owner ("Low Income Apartment Project"),
C. In the marketing and selection of tenants, the City and the Agency would like to
provide Chula Vista residents, particularly persons displaced from their residence as a result of
certain defined circumstances, priority in the process for selection of tenants. Criteria for the
priority and selection of tenants have been developed and included in the body of the For-Rent
Agreement. Since the execution of the For-Rent Agreement, it has come to the attention of the
Agency, that in certain circumstances and during the timeframe that HUD restrictions are in
place, the criteria developed for residential preferences may not be in full compliance with
relevant HUD regulations. In such situations, City would like to ensure that the language of the
For-Rent Agreement is made consistent with applicable law and all relevant regulations for the
receipt and use of HOME funds.
D, The For-Rent Agreement, as originally drafted and executed, also contains a
provision, Article 6, entitled Conflicts of Law, which addresses conflicts with state and federal
I
G:\Wp\7069\OOS Landings\City Docs\Exhibit 2_15t Arndt Affordable Housing Agmt Renta12008_021908.DOC
2-24
laws enacted after the For-Rent Agreement was executed. Though such provision creates a
process by which the conflicts will be resolved, it does not contemplate how the Low Income
Apartment Owner is to meet its obligations under the For-Rent Agreement without running afoul
of the law that is the subject of the conflict. It is the intent of this Amendment to permit the Low
Income Apartment Owner to comply with the law without breaching the terms and conditions of
the For-Rent Agreement.
E. The parties desire to amend the For-Rent Agreement to address these matters as
provided herein below.
NOW THEREFORE, the City, Agency, and Low Income Apartment Developer hereby
agree to amend the For-Rent Agreement as follows:
I. Incorporation of Recitals. It is agreed that the Recitals set forth above are true and
accurate and are hereby incorporated as a part of the agreements hereof, by this reference,
as though fully set forth herein.
2. Amendment to ARTICLE 3. Section 3.2 Marketing and Selection of Tenants.
ADD:
Section 3.2(d) Conflict With Law or Regulations. To the extent that any
of the marketing and selection criteria are inconsistent with, conflict with,
or are in violation of federal, state, or local statutes, ordinances, or
regulations, including those promulgated by HUD and specifically
inclusive of the HUD Handbook (collectively, "Law"), Developer shall be
required to comply with such marketing and selection criteria only to the
extent possible and/or permitted under Law.
3. Amendment to Article 6. Section 6.1 Conflict ofCitv and State or Federal Laws.
RENUMBER:
Section 6.1.1 shall be renumbered to Section 6.1.2
Section 6.1.2 shall be renumbered to Section 6.1.3
ADD:
6.1.1 Conformance With Aoolicable Law. If any provision of this
Agreement is determined by the City and/or Agency, or a court, to be in
violation of applicable local, state and/or federal laws, the Low Income
Apartment Owner shall comply with such provisions only to the extent
permitted by local, state and/or federal law, and the City and Agency shall
not seek enforcement nor declare a breach.
4. Scooe of Amendment. This 1" Amendment changes only those sections of the For-Rent
Agreement specifically identified in sections I through 3, above. No other changes to the
For-Rent Agreement are contemplated or intended by this 1" Amendment. The balance of
the For-Rent Agreement shall remain unchanged and continue in full force and effect.
[SIGNATURES CONTINUED ON FOLLOWING PAGEl
2
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2-25
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed as of the date first written above.
"CITY":
CITY OF CHULA VISTA, a municipal corporation
of the State of California
By:
Cheryl Cox, Mayor
"AGENCY":
Redevelopment Agency of the CITY OF CHULA
VISTA, a public body, corporate and politic
By:
Its: David R. Garcia, Executive Director
ATTEST:
Donna Norris, Assistant City Clerk/Agency Secretary
APPROVED AS TO FORM:
.
Ann Moore, City and Agency Attorney
3
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2-26
APARTMENT OWNER:
CIC LANDINGS, L.P., a California limited partnership
By: Ajax-Landings, LLC, a California limited liability company
Its: Administrative General Partner
Its:
Chelsea Investment Corporation, a California
W''tc -C
~;;/~1:;,/!t~;;d
By:
By:
Name:
Its:
By: Pacific Southwest Community Development Corporation,
a California non-profit mutual benefit corporation,
Its: Managing General Partner
~:.". ~:t~~;;h:d,"'?)r~ i),,,,, tF,
4
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2-27
Exhibit A
Legal Description of the Low Income Affordable Project
All of that certain real property situated in the City of Chula Vista, County of San Diego, State of
California, described as follows:
Lot 2 of CHULA VISTA TRACT NO. 01-11 OTAY RANCH-VILLAGE 11 PORTIONS OF
NEIGHBORHOODS MU-l AND R-19, in the City of Chula Vista, County of San Diego, State
of California, according to Map thereof No. 15640, filed with the County Recorder of San Diego
County on November 8, 2007.
5
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2-28
ACKNOWLEDGMENT
State of e a//-ftfll/) J ~ }
}ss
County of j d-.tL n'1t; }
On ).-Ic?-OIa01beforeme, 6-r:, M'-fAb?~
A Notary Public in and for said State, personally appeared
(lit 2iA../e:5 A- ~A/'}1'ul , proved to me on the basis of
satisfactory evidence to be the person(s1-'whose namefs1- is! are- subscribed to the within
instrument and acknowledged to me that heLsj;I'~lthey executed the same in hislher1theif
authorized capacity~), and that by his/fter,'lheirsignatur~ on the instrument the personEst;-or
the entity upon behalf of which the perso~acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
J-----:~~----
-8 con:.::;~ ~
~ NoIaIy PublIc . CoIIlomIa I
i San CMego CculIv i
_ _.... ~~~~~':20~
r;A ~ )( ffiMcr
6
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2-29
ACKNOWLEDGMENT
State of
}
}ss
}
County of
On before me,
AN otary Public in and for said State, personally appeared
, proved to me on the basis of
satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
7
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2-30
ACKNOWLEDGMENT
State of ~-<y/ Arl1 ;/V }
}ss
County of ~M U;JO }
On ;}-/9-;<OO( before me, ~:;( Juft-h~c;
A Notary Public in and for said State, personally appeared
proved to me on the basis of
be th personW whose nameW- is/are- subscribed to the within
instrument and acknowledge to me that he/SB@ithey executed the same in his/hel','the;,
authorized capacity(tes), and that by his,1,,,dlkif signatureW on the instrument the personEsT. or
the entity upon behalf of which the personts} acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
l~- ~~o:.~ ~
~.. Notary PublIc - CaIIam i
J _ _ _ !:'V~:;~2~~
fJ. ~ Mht?A5
8
C:\Documents and Settings\gwithers\Local Settings\Temporary Internet Files\OLKl\Ex.hibit 2_1st Arndt Affordable Housing Agmt Rental
2008_02_1500C.DOC
2-31
ACKNOWLEDGMENT
State of
}
}ss
}
County of
On before me,
A Notary Public in and for said State, personally appeared
, proved to me on the basis of
satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in hislher/their
authorized capacity(ies), and that by hislher/their signature( s) on the instrument the person( s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
9
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2-32