HomeMy WebLinkAbout7.1 Willows at San Ramon Village
CITY CLERK
File # D~@1[0-~[Q]
AGENDA STATEMENT
CITY COUNCIL MEETING DATE: October 3,2006
SUBJECT:
A TT ACHMENTS:
RECOMMENDATION: if
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FINANCIAL STATEMENT:
DESCRIPTION:
Background
Amendment to the Affordable Housing Agreement to modify the
location and phasing of the affordable units at the Willows at San
Ramon Village Residential Project (P A 02-063)
Report Prepared by Mary Jo Wilson, Planning Manager
1) Resolution Approving an Amendment to the Willows at San
Ramon Village Residential Affordable Housing Agreement.
2) Affordable Housing Agreement.
3) Applicant's Request Letter.
4) Map depicting existing location of affordable housing units and
the existing Phasing Plan.
5) Map depicting the proposed location of affordable housing units
and the proposed Phasing Plan.
Adopt a Resolution (Attachment 1) approving an amendment to the
Willows at San Ramon Village Residential Affordable Housing
Agreement to:
1) Amend the location of 5 of the 7 affordable housing units;
2) Amend the Phasing Plan to allow 6 of the 7 affordable
housing units as a part of Phase I and 1 of the 7 affordable
housing units as a part of Phase III;
3) Direct the City Manager to execute an amendment to the
Affordable Housing Agreement; and
4) Direct the Community Development Director to modify the
Planned Development Zoning in accordance with the Dublin
Municipal Code.
None.
In the spring of 2004, the City Council amended the Zoning Map and General Plan, adopted a Mitigated
Negative Declaration and Mitigation Monitoring Program and approved a Vesting Tentative Map and Site
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COpy TO: Jeff Lawrence, Braddock & Logan
File
Page 1 of3
ITEM NO. 7 I
G'\PA#\2006\06-034 Willows PD Amendment\CC\Oct 3,2006 - Affordable Housing -last EDITS. DOC
Development Review to allow for the redevelopment of an existing shopping center, San Ramon Village
Plaza, with a mixed-use project. The project site included 4.62 acres and is located east of San Ramon
Road between A1costa Boulevard to the north and Bellina Street to the south. The project included the
demolition of a portion of the existing commercial buildings to provide for the construction of 56
residential units on the southern half of the site and the remodeling of the remaining 14,377 square foot
commercial building on the northern half of the site.
Commercial Portion of the Proiect
Bancor Properties submitted an application for building permits to remodel the remaining commercial
building in February 2005. Since that time, the application has been in plan check review. Staff is
currently awaiting re-submittal of plans from the Applicant.
Residential Portion of the Proiect
In November 2004, Braddock & Logan purchased approximately 2.94 acres of the project for the
construction of the 56 residential units. Pursuant to the City's Inclusionary Ordinance, the project is
required to provide for 7 affordable housing units, for which the City and Braddock and Logan executed
an Affordable Housing Agreement recorded on July 22, 2005. On September 27, 2005, Braddock &
Logan commenced construction on the residential portion of the project.
In July 2006, Braddock & Logan received City Council approval for a requested amendment to the
Planned Development Zoning for the Phased Occupancy Plan to separate the commercial remodel from
the Phasing Plan and allowed for the construction of the 56 residential units in 4 phases (Attachment 4
depicts the approved Phasing). The modified Phasing Plan for the project also modified the Affordable
Housing Agreement since the Agreement relies on the Planned Development Zoning for the project. The
project is currently in construction and units are for sale.
ANALYSIS:
On September 1, 2006, Braddock and Logan submitted a request to modify the Affordable Housing
Agreement for the project. The proposed amendment includes the re-Iocation of 5 of the 7 affordable
housing units and an amendment to the Phasing Plan for the affordable units. The approved Affordable
Housing Agreement and associated Planned Development Zoning include information about the location
of the affordable housing units and the phasing of the units (see Attachment 4 which shows the location of
the units and the phasing).
The proposed re-Iocation of the 5 affordable housing units (units 5, 6, 7, and 8 in Building 11 and unit 3 of
Building 10) are shown on Attachment 5. The previous affordable housing unit locations are units 48 and
49 in Building 1, units 21 and 22 in Building 7, and unit 10 in Building 9. Braddock and Logan has
proposed to re-Iocate the affordable housing units in an effort to provide larger unit sizes with upgraded
features. While the proposed location of affordable housing units are adjacent to one another in Buildings
10 and 11, the proposed units are approximately 360 square feet larger in size than the approved units and
include upgrades, such as custom paint colors and security systems, that were not a part of the current
affordable housing unit locations.
Additionally, the proposed re-Iocation for the 5 affordable housing units to larger unit sizes creates a
home-buying opportunity for market rate purchasers to purchase the smaller units. The 5 former
affordable units will be available to all individuals and families, including those who do not qualify to
purchase inclusionary units and cannot afford the price of market rate units of a larger size. In other
Page 2 of3
words, the market rate units will be smaller in size, thereby lowering the sales prices and creating an
opportunity for homebuyers who would not have had the opportunity to purchase a home.
Braddock and Logan is also requesting an amendment to the Phasing Plan to allow 6 of the 7 affordable
housing units to be a part of Phase I and the ih housing unit to be a part of Phase III (Attachment 5).
Currently, the Phasing Plan allows for 2 affordable housing units in Phase I, 2 units in Phase II and 3 units
in Phase III. By shifting the location of the affordable housing units and amending the Phasing Plan, 6 of
the 7 affordable housing units will be available earlier in the construction phase process. This provides an
opportunity for affordable households to purchase the affordable housing units by the end of this year,
instead of next year, in a future phase.
If Council adopts the Resolution approving an amendment to the Affordable Housing Agreement
(Attachment 1) to amend the location of the affordable units and amend the Phasing Plan for those units,
Staff will execute an amendment to the Affordable Housing Agreement and process an administrative
action to the existing Plarmed Development Zoning to ensure that the Affordable Housing Agreement and
the Planned Development documents are consistent in accordance with the Dublin Zoning Ordinance.
The Dublin Zoning Ordinance allows the Director of Community Development to grant an amendment to
an adopted Planning Development Zoning District as an administrative action upon finding that "... the
amendment substantially complies with and does not materially change the provisions or intent of the
adopted Planned Development Zoning District."
CONCLUSION:
The project will provide the required number of affordable housing units, includes additional features
(larger unit size and upgrades) to the majority of the affordable housing units as well as provides
additional affordable housing units to the community by the end of the year. By shifting the location of
the existing smaller affordable housing units to larger units, the community has an opportunity to purchase
these smaller units at market rate which will be less expensive that the larger units. Therefore, the request
to allow the re-Iocation of 5 of the affordable housing units and amend the phasing plan to allow 6 of the
affordable housing units as a part of Phase I and the 7th affordable housing unit as a part of Phase III is
consistent with the City's goals and policies to provide affordable housing to the community.
RECOMMENDATION:
Staff recommends that the City Council Adopt a Resolution (Attachment 1) approving an amendment to
the Willows at San Ramon Village Residential Affordable Housing Agreement to: 1) Amend the location
of 5 of the 7 affordable housing units; 2) Amend the Phasing Plan to allow 6 of the 7 affordable housing
units as a part of Phase I and 1 of the 7 affordable housing units as a part of Phase III; 3) Direct the City
Manager to execute an amendment to the Affordable Housing Agreement; and 4) Direct the Community
Development Director to modify the Planned Development Zoning in accordance with the Dublin
Municipal Code.
Page 3 of3
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RESOLUTION NO. XX - 06
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
*********************
APPROVING AN AMENDMENT TO THE WILLOWS AT SAN RAMON VILLAGE
RESIDENTIAL AFFORDABLE HOUSING AGREEMENT TO AMEND THE LOCATION OF 5
OF THE 7 AFFORDABLE HOUSING UNITS AND AMEND THE PHASING PLAN TO ALLOW
6 OF THE 7 AFFORDABLE HOUSING UNITS AS A PART OF PHASE I AND 1 OF THE 7
AFFORDABLE HOUSING UNITS AS APART OF PHASE III AT THE WILLOWS AT SAN
RAMON VILLAGE RESIDENTIAL PROJECT
(P A 02-063)
WHEREAS, Braddock and Logan has requested an amendment to the Affordable Housing
Agreement to modify the location of 5 of the affordable housing units and the phasing of the affordable
housing units to allow 6 affordable housing units as a part of Phase I and 1 of the 7 affordable housing
units as a past of Phase III at the Willows at San Ramon Village Residential project (P A 02-063); and
WHEREAS, the new location of the 5 affordable housing units (units 5, 6, 7, an 8 of Building 11
and unit 3 of Building 10) are approximately 360 square feet larger in size and include upgrades not
included with the current affordable housing unit locations; and
WHEREAS, the larger unit size will provide an affordable housing opportunity for larger family
sizes; and
WHEREAS, the re-location of the affordable housing units will allow for 5 of the 7 affordable
housing units to be available within Phase I of the project instead of later phases which will provide
affordable housing opportunities to the community sooner; and
WHEREAS, the 5 former affordable housing units, which are smaller in size, will have market
rate sales prices that will be more affordable to a larger segment of the community for buyers that do not
qualify for inclusionary units due to income restrictions, but similarly, may not quality for the market rate
sales price of larger homes; and
WHEREAS, the Project has been found to be Categorically Exempt from the California
Environmental Quality Act (CEQA); and
WHEREAS, a Staff Report was submitted to the City Council for consideration of the request;
and
WHEREAS, the City Council did use its independent judgment and considered all said reports,
recommendations, and testimony.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does
hereby approve an amendment to the Willows at San Ramon Village Residential Affordable Housing
Agreement to amend the location of 5 of the 7 affordable housing units, amend the Phasing Plan to allow
6 of the 7 affordable housing units as a part of Phase I and 1 of the 7 affordable housing units as a part of
Phase III, directs the City Manager to execute an amendment to the Affordable Housing Agreement, and
further directs the Community Development Director to modify the Planned Development Zoning in
accordance with the Dublin Municipal Code. . ;{j...3...o(p f J
Attachment 1 .
PASSED, APPROVED AND ADOPTED this 3rd day of October, 2006 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
~. 'h 1-t-{
Mayor
ATTEST:
City Clerk
G:\PA#\2006\06-034 Willows PD Amendment\CC\Oct 3, 2006 - Affordable Housing Reso -last EDITS,DOC
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RECORDING REQUESTED BY:
2005313066 07/22/2005 09:53 AM
OFFICIAL RECORDS OF ALAMEDA COUNTY
PATRICK O'CONNELL
RECORDING FEE: 0.00
CITY OF DUBLIN
\Vhen Recorded Mail To:
City Clerk
City of Dublin
100 Civic Plaza
Dublin, CA 94568
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Fee Waived per GC 27383
AUG 9 2005
CITY MANAGER'S OFFICE
Space above this line for Recorder's use
MEMORANDUM OF AFFORDABLE HOUSING AGREEMENT FOR THE
CONSTRUCTION OF INCLUSIONARY UNITS
This Memorandum of Affordable Housing Agreement for the Construction of
Inclusionary Units (this ''Memorandum'') is entered into on this i ~* day ofJv-l12005, by and
between the City of Dublin, a Municipal Corporation (hereafter "City") and Braddock & Logan,
Group III, L.P. a California Limited Partnership ("hereafter "Developer")
1. Pursuant to the A ordable Housing Agreement for the Construction of
Inclusionary Units dated as of 1 , by and between City and Developer (the
"Agreement"), the Parties have set forth their respective obligations with respect to the
provision of affordable units on lands presently owned by the Developer known generally as San
Ramon Village Plaza and more specifically described in Exhibit 5-A (the "Property"). These
obligations run with the land.
2. Developer imd City have executed and recorded this instrument against the Property to
give notice of the Agreement, and the respective rights and obligations of Developer and City.
The unrecorded Affordable Housing Agreement for the Construction of Inclusionary Units is
incorporated by reference in its entirety in this Memorandum.
3. This Memorandum shall bind and inure to the benefit of the parties and their
respective heirs, successors and assigns, subject however to restrictions set forth in the
Agreement regarding assignment.
[EXECUTION PAGE FOLLOWS]
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IN WITNESS WHEREOF, the parties have executed this Memorandum as of the date
first set forth above.
Dated: '"'7/1 e I 0 ~
Attest:
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City Clerk \ I 0,,1'4
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Dated: fJ/ { 7-/'05
CITY OF DUBLIN
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City Manager
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BRADDOCK & LOGAN, GROUP III, L.P. A
CALIFORNIA LIMITED PARTNERSHIP
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Its: President
** Applicant's Signature shall be notarized prior to returning signed agreement to the City
of Dublin Community Development Department.
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CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
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authorized capacity~, and that by his/h&/tl1l*.
signatureW on the instrument the person~, or the
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Place Notary Seal Above
WITNESS my hand and official seal.
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@2004 National Notary Association' 9350 De Soto Ave" P,Q. Box 2402' Chatsworth, CA 91313-2402
Item No, 5907
Reorder: Call Toll-Free 1-800-876-6827
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CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
County of CO tJ ~IZA-
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personally appeared
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capacity(~), and that by his/i'tel/L1,,,,il
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WITNESS my hand and official seal.
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Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent
fraudulent removal and reattachment of this form to another document.
Description of Attached Docu~ent ~~ ~ f:t6~
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Signer Is Representing:
@ 1999 National Notary Association' 9350 De Soto Ave., P.O. Box 2402. Chatsworth, CA 91313-2402. www.nationalnotary.org
Prod. No, 5907
Reorder: Call Toll-Free 1-8lXHl76-6827
EXHIBIT 5r..A
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Page 1
Order No. 692942
DESCRIPTION
CITY OF DUBLIN
NEW PARCEL 1, PURSUANT TO THAT CERTAIN LOT LINE ADJUSTMENT L-04-04, APPROVED BY
THE CITY OF DUBLIN.
BEING ALL OF PARCEL 1, AS SAID PARCEL IS SHOWN AND SO DESIGNATED ON THAT CERTAIN
PARCEL MAP NO. 454, FILED SEPTEMBER 12, 1969, IN BOOK 61 OF PARCEL MAPS, AT PAGE
58, AND BEING A PORTION OF PARCEL A AND PARCEL B, AS SAID PARCEL A AND PARCEL B
ARE SHOWN AND SO DESIGNATED ON THAT CERTAIN PARCEL MAP NO. 2194, FILED AUGUST
24, 1977, IN BOOK 97 OF PARCEL MAPS, AT PAGE 98, IN SAID OFFICE OF THE COUNTY
RECORDER OF ALAMEDA COUNTY, MORE PARTICULARLY DESCRIBED AS FOLLOWS:
BEGINNING AT THE EASTERN CORNER OF SAID PARCEL 1 (61 PM 58), SAID CORNER BEING
THE NORTHEASTERN TERMINUS OF THAT CERTAIN COURSE DESIGNATED AS "NORTH 590 13' 54"
EAST, 36.93 FEET"; THENCE FROM SAID POINT OF BEGINNING, ALONG THE SOUTHERN AND
WESTERN LINE OF SAID PARCEL 1 (61 PM 58), PARCEL A AND PARCEL B (97 PM 98), THE
FOLLOWING THIRTEEN (13) COURSES: 1) SOUTH 590 13' 54" WEST, 36.93 FEET; 2} ALONG
THE ARC OF A NON-TANGENT 98.50 FOOT RADIUS CURVE TO THE LEFT, FROM WHICH THE
CENTER BEARS SOUTH 040 55' 18" WEST, THROUGH A CENTRAL ANGLE OF 3 5 0 41' 2 4", AN
ARC DISTANCE OF 61.36 FEET; 3) SOUTH 590 13' 54" WEST, 146.38 FEET; 4) ALONG THE
ARC OF A NON-TANGENT 70.50 FOOT RADIUS CURVE TO THE LEFT, FROM WHICH THE CENTER
BEARS SOUTH 44 0 0 l' 07" WEST, THROUGH A CENTRAL ANGLE OF 740 47' 13 ", AN ARC
DISTANCE OF 92.02 FEET; 5) SOUTH 590 13' 54" WEST, 41.40 FEET; 6) ALONG THE ARC
OF A TANGENT 26.50 FOOT RADIUS CURVE TO THE RIGHT, THROUGH A CENTRAL ANGLE OF 280
15' 27", AN ARC DISTANCE OF 13.07 FEET; 7) SOUTH 870 29' 21" WEST, 14.48 FEET; 8)
ALONG THE ARC OF A TANGENT 98.00 FOOT RADIUS CURVE TO THE RIGHT, THROUGH A
CENTRAL ANGLE OF 060 56' 00", AN ARC DISTANCE OF 11.86 FEET; 9) NORTH 850 34' 39"
WEST, 104.91 FEET; 10) ALONG THE ARC OF A TANGENT 150.50 FOOT RADIUS CURVE TO
THE LEFT, THROUGH A CENTRAL ANGLE OF 180 13' 30", AN ARC DISTANCE OF 4 7 . 8 7 FEET;
11) SOUTH 760 11' 51" WEST, 29.73 FEET; 12) ALONG THE ARC OF A TANGENT 20.00 FOOT
RADIUS CURVE TO THE RIGHT, THROUGH A CENTRAL ANGLE OF 900 00' 00", AN ARC
DISTANCE OF 31.42 FEET; AND 13) NORTH 130 48' 09" WEST, 159.86 FEET; THENCE
LEAVING WESTERN LINE, NORTH 590 29' 39" EAST, 39.36 FEET; THENCE SOUTH 600 30'
21" EAST, 23.75 FEET; THENCE NORTH 590 29' 39" EAST, 176.89 FEET THENCE SOUTH 300
30' 21" EAST, 29. 83 FEET TO A POINT ON THE NORTHWESTERN LINE OF SAID PARCEL 1
(61 PM 58); THENCE ALONG SAID NORTHWESTERN LINE, AND THE NORTHEASTERN LINE OF
SAID PARCEL 1, THE FOLLOWING NINE (9) COURSES: 1) NORTH 590 13' 54" EAST, 24.55
FEET; 2) SOUTH 300 46' 06" EAST, 79.16 FEET; 3) NORTH 590 13' 54" EAST, 10.00
FEET; 4) NORTH 300 46' 06" EAST, 10.00 FEET; 5) NORTH 590 D' 54" EAST, 110.00
FEET; 6) SOUTH 300 46' 06" EAST, 65.00 FEET; 7) NORTH 390 11' 57" EAST, 62.86
FEET; 8) SOUTH 500 48' 03" EAST, 95.48 FEET AND 9} ALONG THE ARC OF A TANGENT
650.00 FOOT RADIUS CURVE TO THE RIGHT, THROUGH A CENTRAL ANGLE OF 190 06' 01", AN
ARC DISTANCE OF 216.69 FEET TO SAID POINT OF BEGINNING.
EXCEPTING THEREFROM: ".. .ALL OIL, GAS, MINERALS AND OTHER HYDROCARBON
SUBSTANCES IN AND UNDER, OR THAT MAY ~E PRODUCED FROM A DEPTH BELOW 500 FEET
FROM THE SURFACE OF SAID LAND, WITHOUT RIGHT OF ENTRY UPON THE SURFACE OF SAID
LAND FOR THE PURPOSE OF MINING, DRILLING, EXPLORING OR EXTRACTING SUCH OIL, GAS,
MINERALS AND OTHER HYDROCARBON SUBSTANCES, OR OTHER USE OF OR RIGHTS IN OR TO
ANY PORTION OF THE SURFACE OF SAID LAND TO A DEPTH OF 500 FEET BELOW THE SURFACE
THEREOF", AS RESERVED IN THE DEED EXECUTED BY VOLK-MC CLAIN COMMONITIES, INC.,
RECORDED JUNE 27, 1967, IN REEL 1988, IMAGE 207, INSTRUMENT NO. AZ/6DB36,
ALAMEDA COUNTY RECORDS.
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Page 2
Order No. 692942
DESCRIPTION
ASSESSOR'S PARCEL NOS. 941-0164-001-04
941-0164-003-03 (PORTION)
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AFFORDABLE HOUSING AGREEMENT
FOR THE CONSTRUCTION OF INCLUSIONARY UNITS
P A 02-063, Braddock & Logan, Group III, L.P., a California Limited Partnership
San Ramon Village Plaza
THIS AGREEMENT is hereby entered into this I r-h day otJuJit.' 2005 by and
between the City of Dublin ("the City") and Braddock & Logan, Group II , L.P., a California
Limited Partnership ("the Developer"). The City and the Developer are referred to collectively
as the Parties.
Recitals
1. Chapter 8.68 of the Dublin Municipal Code contains Inclusionary Zoning Regulations
("the Regulations"). The Regulations were adopted pursuant to Strategy I.B. of the City's
General Plan Housing Element, the purpose of which is to create affordable housing
opportunities in the City of Dublin for very low-, low- and moderate-income households.
2. The City of Dublin adopted the Regulations recognizing that the cost of new housing
is so high that persons with very low-, low- and moderate-incomes are increasingly unable to
locate affordable housing in the City. The purpose ofthe Regulations is to achieve a balanced
community with housing available at all income levels.
3. Accordingly, the Regulations require that residential projects with 20 or more
unitsllots contain at least 12.5% very low-, low- and moderate-income units/lots. The
Regulations require that the units be constructed in the following proportions: 30% very low-
income, 20% low-income, and 50% moderate income. In lieu of constructing 40% of the
inc1usionary units that the Regulations would otherwise require, the Regulations authorize
developers to pay a fee set by council resolution, currently $84,198 per unit required but not
built. If fees are paid in lieu of construction, developers are still required to construct 60% of the
obligation.
4. Developer's predecessor in interest received entitlements on May 18,2004, to
construct 56 medium-high density for-sale residential units and to redevelop 14,377 sq. ft. of
commercial building space and related parking area (collectively "the Project"), on
approximately 4.62 acres of real property in the City of Dublin located east of San Ramon
Boulevard between Bellina Street and Alcosta Boulevard and known generally as San Ramon
Village Plaza and more specifically described in Exhibit 1 (the "Property").
5. The Project is subject to the City's inc1usionary zoning provisions.
6. Based on the Project's 56 units, the Approvals for the Project set forth Developer's
obligation under the Regulations to construct 7 inc1usionary units.
725952.12
1
Affordable Housing Agreement
P A 02-063, San Ramon Village Plaza
July 7, 2005
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7. Developer has, consistent with the Regulations, elected to meet its obligation by
constructing all 7 of the inclusionary units.
8. The 7 units ("the Inclusionary Units") will be allocated, consistent with section
8.68.030.B of the Regulations, in the following marmer: (a) 2 very low-income units; (b) 1 low-
income unit; and (c) 4 moderate-income units.
9. The purpose of this agreement is to set forth the marmer by which Developer satisfies
any and all inclusionary housing obligations applicable to the Project under the Regulations.
NOW, THEREFORE, in satisfaction ofthe requirements of Chapter 8.68 of the Dublin
Municipal Code, The Inclusionary Zoning Regulations, Condition of Approval 55 of CC
Resolution No. 81-04, and in consideration of the City's approval of the Project, Developer and
City for themselves and their respective successors and assigns hereby agree as follows:
1. Definitions and Interpretations. Terms used in this Agreement shall be defined as
set forth in Chapter 8.68 ofthe Dublin Municipal Code.
2. Developer's Compliance with Affordable Housin2: Obli2:ation. Developer shall
construct 7 Inclusionary Units within the Project as set forth in this Agreement. Developer
intends to complete the Project in four (4) separate construction phases. Section 8.68.030 ofthe
Regulations requires that all affordable units in a project be constructed concurrently with a
project or phase of a project. Developer has proposed, and the City hereby approves, subject to
the conditions contained in this paragraph, the following phased scheduled for the construction
of the Inclusionary Units:
Total units Very-low Low-income Moderate-
income units units income units
Phase I 0 0 0 0
Phase II 2 1 0 1
Phase III 2 1 1
Phase IV 3 0 0 3
The Building Official or Community Development Director shall withhold occupancy for
any multi-unit building until all the Inclusionary Units within the particular multi-unit building
are constructed and completed to the satisfaction of the Building Official or Community
Development Director.
All Inclusionary Units shall be constructed concurrently with the market-rate units in the
phase in which the Inclusionary Units are located. If the Building Official or Community
Development Director determines that the Inclusionary Units in a particular phase have not been
or are not being constructed concurrently with the market-rate units, the Building Official shall
725952.12
2
Affordable Housing Agreement
P A 02-063, San Ramon Village Plaza
July 7, 2005
Ilttb1
withhold further issuance of building permits in the Project until construction ofthe Inclusionary
Units in the phase has commenced to the satisfaction of the Community Development Director.
3. In-Lieu Fees. Developer has elected to provide the full 12.5% ofthe units as
Inclusionary Units. Developer is thus not required to pay in-lieu fees.
4. Inclusionary Unit Design. Location. and Size.
a. Exterior Materials and Exterior Architectural Design. The exterior
materials and exterior architectural design ofthe Inclusionary Units shall be consistent with the
Project's market-rate units as reviewed and approved through the Site Development Review by
the City Council on May 18, 2004; provided, however, that minor changes to unit size may be
approved by the Community Development Director through a Site Development Review waiver.
The City hereby finds that the units as shown on the Site Development Review approval set forth
in City Council Resolution No. 81-04 are not distinguished from the market-rate units by exterior
design, construction or materials, as required by Section 8.68.030.E of the Regulations; provided,
however, that minor changes to the exterior elevations of the units may be approved by the
Community Development Director through a Site Development Waiver.
b. Unit Location. Consistent with section 8.68.030 of the Regulations, the
Inclusionary Units shall be dispersed throughout the individual phase in which they are
constructed. Exhibit 2 shows the location of the Inclusionary Units as proposed by the
Developer, and the City hereby finds that the units as shown are reasonably dispersed through
the Project as required by section 8.68.030.E of the Regulations.
c. Unit Bedrooms and Size. The size of the Inclusionary Units shall be
consistent with the Site Development Review approval set forth in City Council Resolution No.
81-04, provided, however, that minor changes to unit size may be approved by the Community
Development Director through a Site Development Review Waiver. The Inclusionary Units
shall be of the same range of numbers of bedrooms provided in the Proj ect at large. The
Inclusionary Units shall be allocated within the phases and by number of bedrooms as follows:
Total Very-low Low-income Moderate-
units income units units income units
Phase I 0 0 0 0
Phase II 2 1 4BR unit none 1 4BR unit
Phase III 2 1 3BR unit 1 3 BR unit
Phase IV 3 1 4 BR unit
2 3 BR units
The City hereby finds this allocation reflects the range of numbers of bedrooms provided in the
Project as a whole, as required by section 8.68.030.E ofthe Regulations.
725952.12
3
Affordable Housing Agreement
P A 02-063, San Ramon Village Plaza
July 7, 2005
It~
5. Ensuring Affordability.
a. Sales Price and Marketing. Developer shall sell the Inc1usionary Units at
sales prices that are affordable, as applicable to the individual buyer, to persons with very low-,
low-, or moderate-incomes as defined in the Regulations. The maximum sales price shall be
adjusted for household size and income. Additional detail on the marmer of calculating sales
prices for the Inclusionary Units is set forth in the Layperson's Guide to the Inclusionary Zoning
Ordinance Regulations, adopted by the City Council on June 1,2004 and attached hereto as
Exhibit 3. All units shall be marketed and sold consistent with the Regulations.
b. Marketing Plan. Developer shall prepare and receive City approval of a
Marketing Plan in the form required by the Layperson's Guide to the Inclusionary Zoning
Ordinance Regulations, which were adopted by the City Council on June 1,2004 and attached
hereto as Exhibit 3, prior to issuance ofthe first building permit in the Project.
c. Resale Agreements. Developer shall require the initial buyer of each
Inc1usionary Unit to execute a Resale Restriction and Option to Purchase Agreement ("the
Resale Agreement") in substantially the same form attached hereto as Exhibit 4. The Resale
Agreement satisfies the requirements of Section 8.68.050.C. This Affordable Housing
Agreement shall serve as the agreement required by section 8.68.030 of the Regulations.
6. Term. This Agreement shall be effective until all Inclusionary Units are constructed
and closed and a Resale Agreement in substantially the form attached hereto as Exhibit 4 has
been recorded against each Inclusionary Unit. Upon satisfaction of these requirements,
Developer shall have no further obligations under this Agreement.
7. Memorandum of Agreement to he Recorded. The Parties shall execute and
acknowledge a Memorandum of this Agreement ("Memorandum") substantially in the form
attached hereto as Exhibit 5, and City shall cause the memorandum to be recorded in the Official
Records of Alameda County upon its execution.
8. Agreement Runs with the Land. All of the provisions, rights, terms, covenants, and
obligations contained in this Agreement shall be binding upon the Parties and their respective
heirs, successors and assignees, representatives, lessees, and all other persons acquiring the
Property, or any portion thereof, or any interest therein, whether by operation oflaw or in any
manner whatsoever. All of the provisions ofthis Agreement shall be enforceable as equitable
servitude and shall constitute covenants running with the land pursuant to applicable laws,
including, but not limited to, Section 1468 of the Civil Code of the State of California. Each
covenant to do, or refrain from doing, some act on the Property hereunder (a) is for the benefit of
the Property and is a burden upon the Property, (b) runs with the Property, and (c) is binding
upon each Party and each successive owner during its ownership ofthe Property or any portion
thereof, and shall be a benefit to and a burden upon each Party and the Property hereunder and
each other person succeeding to an interest in the Property.
725952,12
4
Affordable Housing Agreement
PA 02-063, San Ramon Village Plaza
July 7, 2005
l,oc>
9. Assignments and Transfers.
a. Right to Assign. Developer may wish to sell, transfer or assign all or portions
of the Property to other developers (each such-other developer is referred to as a "Transferee").
In connection with any such sale, transfer or assignment to a Transferee, Developer may sell,
transfer or assign to such Transferee any or all rights, interests and obligations of Developer
arising hereunder and that pertain to the portion of the Property being sold or transferred, to such
Transferee, provided, however, that: no such transfer, sale or assignment of Developer's rights,
interests and obligations hereunder shall occur without prior written notice to City and approval
by the City Manager, which approval shall not be unreasonably withheld or delayed.
b. Approval and Notice of Sale. Transfer or Assignment. The City Manager
shall consider and decide on any transfer, sale or assignment within thirty (30) days after
Developer's notice thereof, provided all necessary documents, certifications and other
information are provided to the City Manager to enable the City Manager to determine whether
the proposed Transferee can perform the Developer's obligations hereunder. Notice of any such
approved sale, transfer or assignment (which includes a description of all rights, interests and
obligations that have been transferred and those which have been retained by Developer) shall be
recorded in the official records of Alameda County, in a form acceptable to the City Manager,
concurrently with such sale, transfer or assignment.
c. Effect of Sale. Transfer or Assignment. Developer shall be released from any
obligations hereunder sold, transferred or assigned to a Transferee pursuant to section 9.a of this
Agreement, provided that: a) such sale, transfer or assignment has been approved by the City
Manager pursuant to sections 9.a and 9.b; and b) such obligations are expressly assumed by
Transferee and provided that such Transferee shall be subject to all the provisions.
10. Successors. Except as specifically provided in this Agreement, this Agreement shall
bind and inure to the benefit of all successors and assigns of the parties and any associates in
interest, and their respective directors, officers, agents, servants, and employees, and the
successors and assigns of each of them, separately and collectively. Developer shall provide
notice to the City of the names and mailing addresses of any such successors or assigns.
11. Hold Harmless. Developer shall hold City, its elective and appointive boards,
commission, officers, agents and employees harmless from and against any or all loss, liability,
expense, claim, costs, suits, damages of every kind, nature and description directly or indirectly
arising from the performance of the obligations or undertakings of Developer pursuant to this
Agreement. Developer shall defend City and its elective and appointive boards, commission,
officers, agents and employees from any suits or actions at law or in equity for damages caused
or alleged to have been caused, by reason of any of the obligations or undertakings of Developer
pursuant to this Agreement. It is further provided that this hold harmless agreement shall apply
to all damages and claims for damages for every kind suffered, or alleged to have been suffered,
by reason of any of the obligations or undertakings of Developer pursuant to this Agreement.
12. Enforcement. Ifthe Developer defaults in the performance or observance of any
covenant, condition, restriction or obligation of the Developer as set forth in this Agreement, and
725952,12
5
Affordable Housing Agreement
P A 02-063, San Ramon Village Plaza
July 7, 2005
t ;f~, ~t
such default remains uncured for a period of thirty (30) days after notice thereof is given by the
City, or, ifthe default is of a nature that would reasonably require more than thirty days to
correct or cure, if Developer fails to commence the correction or cure within the thirty (30) day
period and thereafter diligently prosecute the cure to completion, the City may take anyone or
more of the following steps:
a. By specific performance or other action or proceeding at law or in equity,
require the Developer to perform its obligations under this Agreement or enjoin any acts or
things which may be unlawful or in violation of the rights ofthe City hereunder.
b. Take such other action at law or in equity as may appear necessary or
desirable to enforce the obligations, covenants, conditions and restrictions of the Developer
under this Agreement.
If Developer transfers any portion of the Property in bulk and a Transferee defaults under
this Agreement, the City shall exercise the foregoing remedies only with respect to the defaulting
Transferee and its portion of the Property; and so long as Developer has not otherwise defaulted
hereunder, the City shall not seek to exercise any rights and remedies against Developer.
13. Attornevs' Fees. Iflegal action is necessary to enforce any provisions of this
Agreement, the prevailing party shall be entitled to reasonable attorneys' fees and legal costs.
14. Amendments. This Agreement shall be amended only by a written instrument
executed by the parties hereto or their successors in interest and duly recorded in the Official
Records of the County of Alameda, California.
In the event that Developer is unable to perform its obligations under Section 2 of this
Agreement due to significant changes in circumstances, such as unanticipated delays in
construction within arIY of the neighborhoods, the City shall confer with Developer in an effort to
reach a mutually acceptable resolution, consistent with the terms of the affordable housing
conditions in the Approvals. If an agreement is reached, this Agreement shall be amended
accordingly. Developer shall pay the City its reasonable costs, including attorneys' fees,
incurred in such negotiations and in amending this Agreement, and Developer shall, if requested
by the City, provide the City with a reasonable deposit to cover the City's reasonable costs, upon
Developer initiating such negotiations.
15. Corporate Authority. If any party is a corporation or partnership, each individual
signing this Agreement on behalf of that corporation or partnership represents and warrants that
each of them is duly authorized to execute and deliver this Agreement on behalf of the
corporation and that the Agreement is binding on the corporation in accordance with its terms.
[EXECUTION PAGE FOLLOWS]
725952.12
6
Affordable Housing Agreement
P A 02-063, San Ramon Village Plaza
July 7, 2005
/ r""
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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of
the date and year first above written.
CITY OF DUBLIN
Dated: 7 ~ €>ID~
BY~~O~
City Manager L'
~~ (., rC\-M.t:'(Df-<.-
Attest:
.41\~ ~
City Clerk' t=a.u/A \.\J~
BRADDOCK & LOGAN, Group III, L.P., a California
Limited Partnership
By: Braddock & Logan III, Inc., Its General Partner
Dated: '1/''2-/03
725952.12
7
Affordable Housing Agreement
P A 02-063, San Ramon Village Plaza
July 7, 2005
, lP Ub~~
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
.
State of California
personally
appeared
before me,
Q ( d'\a r-a
l-Qf\.er ---5l~;(' ~,-tt-, ~G Yl;J T>v,"b l\\_
Name d Title of Officer (e,g., "Jane Doe, Notary Public")
C, ~4Mb('oY-
Name(s) of Slgner(s)
County of
~U.lv\
~
alGII'\~t~
\ -% '7j:)J5
i
On
Date
............................................J
GAYlENE BURKETT
J(t Comm\SSIOn # 1544935 ~
I ,.,,; Notary PubIc . California ~
t Alameda County ==l
_ _ _ ~:o:m-_~_~l:
tipersonally known to me
~ proved to me on the basis of satisfactory evidence
to be the person~ whose name~ islare- subscribed
to the within instrument and acknowledged to me that
heishe/thay executed the same in hislf'Te.r/th9!r
authorized capacity~ and that by his/i1er/tl'leir
signature{S1 on the instrument the person'(s), or the
entity upon behalf of which the person~ acted,
executed the instrument.
Place Notary Seal Above
WITNESS my hand and official seal.
,-".d~~ ~M/
Signature 01 Notary Public
OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document
and could prevent fraudulent removal and reattachment of this form to another document.
Description of Attached Document A %v-&.a 0(B \-\D'-\s\ tj Q5f\..~ 'f\.o0-t- t0r '-\-k
Title or Type of Document: C,QJ f'\\t~ ".J O~ Th cL\.I'S (Ol"CY.i U 1'\ a..:>
Document Date:
3'\).\ Cj
\~ 12CD.:7
]0'2...;
Number of Pages:
Signer{s) Other Than Named Above:
k a. r \r-eJ
Capacity(ies) Clajpled by Signer(s)
Signer's Name: l<\c..N:.Y'd C 1 Afv'..b('O~
Ii Individual
o Corporate Officer - Title{s):
o Partner - 0 Limited 0 General
o Attorney in Fact
o Trustee
o Guardian or Conservator
o Other:
Signer Is Representing:
Sianer Is Representing~
(:'.~ 0-\ VtAb It
~"''''''''''''!'''O~''''fOO~''..'''''.'''>~~
@2004 National Notary Association' 9350 De Soto Ave" P.O. Box 2402. Chatsworth, CA 91313-2402 Item No. 5907 Reorder: Call Toll-Free 1-800-876-6827
JII~
;1Ob~1
BRADDOCK & LOGAN SERVICES, INC.
BUILDERS - DEVELOPERS
ESTABLISHED 1947
p, O. BOX 5300
DANVILLE, CALIFORNIA 94526-1076
TELEPHONE (925) 736-4000
FACSIMILE (925) 648-5700
September 1, 2006
Ms. Jeri Ram
Community Development Director
City of Dublin
100 Civic Plaza
Dublin, CA 94568
RE: PA 02-063 - Modifications to Affordable HousinQ Plan - Willows at San Ramon
VillaQe
Dear Jeri:
Braddock & Logan requests that the City Council approves an amendment to the Affordable
Housing Agreement, recorded on July 22,2005, Series 2005-313066 in Alameda County.
The proposed modifications would change the location of the affordable housing units within the
Willows community and would make an additional four (4) affordable units available to
homebuyers for closings this calendar year. As the Agreement presently is structured, two (2)
affordable units will become available this year. The four additional units would have become
available in later construction phases of the Community. The four additional units are also
considerably larger than the currently designated "affordable" units and have significant
upgrades.
The Amendment would also create five (5) units that would not be subject to the City of Dublin's
Inclusionary Zoning Ordinance; however, they would be more affordable to a broader market by
nature of the size and pricing of smaller units.
The current Agreement designates the following as affordable units:
Unit Building Income Level Plan Square Bedrooms
Feet
32 4 Moderate 2 1323 4
33 4 Very Low 2 1323 4
48 1 Very Low 1 1232 3
49 1 Low 1 1232 3
21 7 Moderate 1 1232 3
22 7 Moderate 1 1232 3
L10 9 Moderate 2 1323 4
-
RECEIVED
SEP 0 6 2006
DUBLIN PLANNING
Attachment 3
Ms. Jeri Ram
September 1, 2006
Page 2
\$ Db"Z'i
The Amendment would modify the designation as follows:
Unit Building Income Level Plan Square Bedrooms
Feet
32 4 Moderate 2 1323 4
33 4 Very Low 2 1323 4
5 11 Moderate 4 1701 4
6 11 Very Low 3 1599 3
7 11 Low 3 1599 3
8 11 Moderate 4 1701 4
3 10 Moderate 3 1599 3
Units 10, 21, 22, 48 and 49 which range from 1,232 to 1,323 square feet would then convert from
affordable units to market rate units. By nature of the size of these units, the sales prices at
market rate would be more affordable to a larger market base,"affordable by design". These five
(5) market rate units, the former affordable units, will now target families and individuals in the
"gap area", These buyers do not qualify for inciusionary units due to income, but similarly do not
qualify for market rate units, The smaller square footages will result in lower sales prices and
allow these "gap buyers" an opportunity to buy a home in Dublin.
Four of the inciusionary units will be adjacent to one another, but are upgraded with "extra"
amenities, as these units are our current models. The models will be moved to another location
of the project site. Braddock and Logan's proposal will also bring larger inclusionary housing
units to the City's pool of affordable units, These units will cater to larger families.
Enclosed is a diagram illustrating the overall site. The lot numbers in the above tables
correspond to the lot numbers in the diagrams and show the existing affordable unit locations and
the proposed. I have also attached floor plans of the existing and proposed affordable units.
If there is additional information that I can provide or if I can further elaborate on our proposal,
please call.
Sincerely,
/~~~OCK AND LOGAN
,,/ ~-, '~. .
l '-....." ..
Jeff La nce
Ice President
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09/21/2006 11:11 FAX 9256485700
Braddock&Logan
I4J 002/003
Page 1 of2
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Nancy Embrey
From: Carolyn Catalano
Sent: Th ursday, September 21 , 2006 11 :49 AM
To: Nancy Embrey
Cc: Bonnie Wasson
Subject: Upgraded Items at Willows (BMR's)
UNIT 5
Upgraded carpeting and pad throughout
Upgraded natural stone in entry, kitchen, powder, master bath and laundry room
Upgraded cabinets throughout
Upgraded master bath surround and backsplash
Upgraded Bath 2 backsplash
Stainless Steel Sink and faucet
36" Cook top
Micro/Oven Combo
Custom Paint
Security Alarm System
UNIT 6
36" Cook top
Micro/Oven Combo
Security Alarm System
UNIT 7
Upgraded Carpeting and pad throughout
Upgraded flooring - tile/stone entry, powder, master bath, bath 2, master bath, laundry room
Upgraded surrounds and backsplash in master bath
Upgraded Wood flooring in kitchen, family room. , Ceiling lights in bed 2, 3
Upgraded cabinets throughout
Granite countertops and backsplash in kitchen
Upgraded stair rail
Custom paint
36" cook top
Micro/Oven combo
Stainless Steel Sink and upgraded faucets in kitchen
Security Alarm System
UNIT 8
Stainless Steel Sink and upgraded faucet
36" Cook top
9/21/2006
09/21/2006 THU 12: 08 [TX/RX NO 7022] 141 002
09/21/2006 11:12 FAX 9256485700
Braddock&Logan
I4l 003/003
Page 20f2
Micro/Oven Comb
Upgraded cabinets throughout
Granite countertops and backsplash in Kitchen
Upgraded wood flooring in , Familyand Kitchen
Upgraded tile/stone flooring in Entry., MBath, Bath 2, Mbath, Laundry, Powder
Upgraded Mbath surrounds and countertops
Ceiling lights in beds 2, 3 and 4
Custom Paint
Security Alarm System
9/21/2006
09/21/2006 THU 12: 08 [TX/RX NO 7022] I4l 003
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