HomeMy WebLinkAboutReso 25-10 Join CaliFirstRESOLUTION N0.25 -10
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
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RESOLUTION AUTHORIZING THE CITY OF DUBLIN TO JOIN THE CALIFORNIAFIRST
PROGRAM; AUTHORIZING THE CALIFORNIA STATEWIDE COMMUNITIES
DEVELOPMENT AUTHORITY TO ACCEPT APPLICATIONS FROM PROPERTY OWNERS,
CONDUCT CONTRACTUAL ASSESSMENT PROCEEDINGS AND LEVY CONTRACTUAL
ASSESSMENTS WITHIN THE TERRITORY OF THE CITY; AND AUTHORIZING RELATED
ACTIONS
WHEREAS, the California Statewide Communities Development Authority ("California
Communities") is a joint exercise of powers authority the members of which include numerous
cities and counties in the State of California, including the City of Dublin (the "City"); and
WHEREAS, California Communities has established the CaliforniaFIRST program (the
"CaliforniaFIRST Program") to allow the financing of certain renewable energy, energy efficiency
and water efficiency improvements (the "Improvements") through the levy of contractual
assessments pursuant to Chapter 29 of Division 7 of the Streets & Highways Code ("Chapter
29") and the issuance of improvement bonds (the "Bonds") under the Improvement Bond Act of
1915 (Streets and Highways Code Sections 8500 and following) (the "1915 Act") upon the
security of the unpaid contractual assessments; and
WHEREAS, Chapter 29 provides that assessments may be levied under its provisions
only with the free and willing consent of the owner of each lot or parcel on which an assessment
is levied at the time the assessment is levied; and
WHEREAS, the City desires to allow the owners of property within its jurisdiction
("Participating Property Owners") to participate in the CaliforniaFIRST Program and to allow
California Communities to conduct assessment proceedings under Chapter 29 and to issue
Bonds under the 1915 Act to finance the Improvements; and
WHEREAS, California Communities will conduct assessment proceedings under Chapter
29 and issue Bonds under the 1915 Act to finance Improvements; and
WHEREAS, there has been presented to this meeting a proposed form of Resolution of
Intention to be adopted by California Communities in connection with such assessment
proceedings (the "ROI"), a copy of which is attached hereto as Exhibit A, and the territory within
which assessments may be levied for the CaliforniaFIRST Program shall include all of the
territory within the City's official boundaries of record (the "Proposed Boundaries"); and
WHEREAS, the City will not be responsible for the conduct of any assessment
proceedings; the levy or collection of assessments or any required remedial action in the case of
delinquencies in such assessment payments; or the issuance, sale or administration of the
Bonds or any other bonds issued in connection with the CaliforniaFIRST Program; and
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WHEREAS, pursuant to Government Code Section 6586.5, a notice of public hearing
has been published once at least five days prior to the date hereof in a newspaper of general
circulation in the City and a public hearing has been duly conducted by this City Council
concerning the significant public benefits of the CaliforniaFIRST Program and the financing of
the Improvements.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Dublin as
follows:
Section 1. On the date hereof, the City Council held a public hearing and the City
Council hereby finds and declares that the issuance of bonds by California Communities in
connection with the CaliforniaFIRST Program will provide significant public benefits, including
without limitation, savings in effective interest rate, bond preparation, bond underwriting and
bond issuance costs and reductions in effective user charges levied by water and electricity
providers within the boundaries of the City.
Section 2. In connection with the CaliforniaFIRST Program, the City hereby consents
to the conduct of special assessment proceedings by California Communities pursuant to
Chapter 29 on any property within the Proposed Boundaries and the issuance of Bonds under
the 1915 Act; provided, that
(1) Such proceedings are conducted pursuant to one or more Resolutions of
Intention in substantially the form of the ROI;
(2) The Participating Property Owners, who shall be the legal owners of such
property, execute a contract pursuant to Chapter 29 and comply with other applicable
provisions of California law in order to accomplish the valid levy of assessments;
(3) The City will not be responsible for the conduct of any assessment
proceedings; the levy or collection of assessments or any required remedial action in the
case of delinquencies in such assessment payments; or the issuance, sale or
administration of the Bonds or any other bonds issued in connection with the
CaliforniaFIRST Program; and
(4) The issuance of Bonds will occur following receipt of a final judgment in a
validation action filed by California Communities pursuant to Code of Civil Procedure
Section 860 that the Bonds are legal obligations of California Communities.
Section 3. Pursuant to the requirements of Chapter 29, California Communities has
prepared and will update from time to time the "Program Report" for the CaliforniaFIRST
Program (the "Program Report"), and California Communities will undertake assessment
proceedings and the financing of Improvements as set forth in the Program Report.
Section 4. The appropriate officials and staff of the City are hereby authorized and
directed to make applications for the CaliforniaFIRST program available to all property owners
who wish to finance Improvements; provided, that California Communities shall be responsible
for providing such applications and related materials at its own expense. The following staff
persons, together with any other staff persons chosen by the City Manager from time to time,
are hereby designated as the contact persons for California Communities in connection with the
CaliforniaFIRST Program: Roger Bradley, Administrative Analyst.
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Section 5. The appropriate officials and staff of the City are hereby authorized and
directed to execute and deliver such closing certificates, requisitions, agreements and related
documents as are reasonably required by California Communities in accordance with the
Program Report to implement the CaliforniaFIRST Program for Participating Property Owners.
Section 6. The appropriate officials and staff of the City are hereby authorized and
directed to pay California Communities a fee in an amount not to exceed $12,500, which
California Communities will use to pay for the costs of implementing the CaliforniaFIRST
Program in the City, including the payment of legal costs incurred in connection with judicial
validation of the CaliforniaFIRST Program.
Section 7. The City Council hereby finds that adoption of this Resolution is not a
"project" under the California Environmental Quality Act, because the Resolution does not
involve any commitment to a specific project which may result in a potentially significant physical
impact on the environment, as contemplated by Title 14, California Code of Regulations, Section
15378(b)(4)).
Section 8. This Resolution shall take effect immediately upon its adoption. The City
Clerk is hereby authorized and directed to transmit a certified copy of this resolution to the
Secretary of California Communities.
PASSED, APPROVED AND ADOPTED this 16th day of February, 2010, by the following
vote:
AYES: Councilmembers Biddle, Hart, Hildenbrand, Scholz, and Mayor Sbranti
NOES: None
ABSENT: None
ABSTAIN: None
J~
Mayor
ATTES
City Clerk
Reso No. 25-10, Adopted 2-16-10, Item 6.1 Page 3 of 3
EXHIBIT A
RESOLUTION DECLARING INTENTION TO FINANCE INSTALLATION
OF DISTRIBUTED GENERATION RENEWABLE ENERGY SOURCES,
ENERGY EFFICIENCY AND WATER EFFICIENCY IMPROVEMENTS
COUNTY OF
WHEREAS, the California Statewide Communities Development Authority
("California Communities") is authorized under the authority granted California
Communities pursuant to Chapter 5 of Division 7 of Title 1 of the Government Code of
the State of California in accordance with Chapter 29 of Part 3 of Division 7 of the
Streets & Highways Code of the State of California ("Chapter 29") to authorize
assessments to finance the installation of distributed generation renewable energy
sources, and energy efficiency and water efficiency improvements that are permanently
fixed to real property ("Authorized Improvements"); and
WHEREAS, Chapter 29 authorizes California Communities to enter into
contractual assessments to finance the installation of Authorized Improvements in the
County of (the "County"); and
WHEREAS, California Communities wishes to declare its intention to establish a
CaliforniaFIRST program (the "CaliforniaFIRST Program") in the County, pursuant to
which California Communities, subject to certain conditions set forth below, would enter
into contractual assessments to finance the installation of Authorized Improvements in
the County;
NOW, THEREFORE, BE IT RESOLVED by the California Statewide
Communities Development Authority, as follows:
Section 1. Findings. California Communities hereby finds and declares the
following:
(a) The above recitals are true and correct.
(b) Energy conservation efforts, including the promotion of energy-related
Authorized Improvements to residential, commercial, industrial, or other real property,
are necessary to address the issue of global climate change and the reduction of
greenhouse gas emissions in the County.
(c) Water conservation efforts, including the promotion of water-related
Authorized Improvements to residential, commercial, industrial, or other real property,
are necessary to address the issue of chronic water shortages in California.
(d) The upfront cost of making residential, commercial, industrial, or other real
property more energy and water efficient, along with the fact that most commercial
loans for that purpose are due on the sale of the property, prevents many property
owners from installing Authorized Improvements.
(e) A public purpose will be served by establishing a contractual assessment
program, to be known as the CaliforniaFIRST Program, pursuant to which California
Communities will finance the installation of Authorized Improvements to residential,
commercial, industrial, or other real property in the County.
Section 2. Determination of Public Interest. California Communities hereby
determines that (a) it would be convenient, advantageous, and in the public interest to
designate an area, which shall encompass the entire geographic territory within the
boundaries of the County, within which California Communities and property owners
within the County may enter into contractual assessments to finance the installation of
Authorized Improvements pursuant to Chapter 29 and (b) it is in the public interest for
California Communities to finance the installation of Authorized Improvements in the
County pursuant to Chapter 29.
Section 3. Identification of Authorized Improvements. California Communities
hereby declares that it proposes to make contractual assessment financing available to
property owners to finance installation of Authorized Improvements, including but not
limited to those improvements detailed in the Report described in Section 7 below, as
that Report may be amended from time to time.
Section 4. Identification of Boundaries. Contractual assessments may be
entered into by property owners located within the entire geographic territory of the
County; provided, however, that California Communities shall not enter into contractual
assessments to finance the installation of Authorized Improvements with the owner of
any property in the County unless requested to do so first by the County if the property is
located in unincorporated territory or a city if the property is located in incorporated
territory and after such city or the County, as applicable, has held a public hearing
pursuant to Section 6586.5 of the Government Code of the State of California. The form
of resolution pursuant to which cities may request California Communities to enter into
contractual assessments to finance the installation of Authorized Improvements is
attached as Exhibit A.
Section 5. Proposed Financing Arrangements. Under Chapter 29, California
Communities may issue bonds pursuant to Chapter 29 that are payable by contractual
assessments and California Communities may advance its own funds to finance work
to be repaid through contractual assessments, and may from time to time sell bonds to
reimburse itself for such advances. Division 10 (commencing with Section 8500) of
the Streets & Highways Code of the State (the "Improvement Bond Act of 1915") shall
apply to any bonds issued pursuant to Chapter 29, insofar as the Improvement Bond
Act of 1915 is not in conflict with Chapter 29.
California Communities shall determine the creditworthiness of a property owner
to participate in the financing of Authorized Improvements based on the criteria
developed by the Program Manager in consultation with the CaliforniaFIRST Program
financing team and on file with the Secretary.
In connection with bonds issued under the Improvement Bond Act of 1915 that
are payable from contractual assessments, serial and/or term improvement bonds
shall be issued in such series and shall mature in such principal amounts and at such
times (not to exceed 20 years from the second day of September next following their
date) and at such rate or rates of interest (not to exceed the maximum rate permitted
by applicable law) as shall be determined by California Communities at the time of the
issuance and sale of the bonds. The provisions of Part 11.1 of the Improvement Bond
Act of 1915 shall apply to the calling of the bonds. It is the intention of California
Communities to create a special reserve fund for the bonds under Part 16 of the
Improvement Bond Act of 1915. California Communities will not advance available
surplus funds from its treasury to cure any deficiency in the redemption fund to be
created with respect to the bonds; provided, however, that this determination shall not
prevent California Communities from, in its sole discretion, so advancing funds. The
bonds may be refunded under Division 11.5 of the California Streets and Highways
Code or other applicable laws permitting refunding of the bonds, upon the conditions
specified by and at the determination of California Communities.
California Communities hereby authorizes the Program Manager, upon
consultation with bond counsel and the CaliforniaFIRST Program underwriter, to
provide for the issuance of bonds payable from contractual assessments.
In connection with the issuance of bonds payable from contractual assessments,
California Communities expects to obligate itself, through a covenant with the owners
of the bonds, to exercise its foreclosure rights with respect to delinquent contractual
assessment installments under specified circumstances.
Section 6. Public Hearing. Pursuant to the Act, California Communities hereby
orders that a public hearing be held before this Commission, at , on ,
2010 at a.m., for the purposes of allowing interested persons to object to
or inquire about the proposed program or any of its particulars. The public hearing may be
continued from time to time as determined by the Commission for a time not exceeding a
total of 180 days.
At the time of the hearing, the Report described in Section 7 below shall be
summarized and the Commission shall afford all persons who are present an opportunity
to comment upon, object to, or present evidence with regard to the proposed contractual
assessment program, the extent of the area proposed to be included within the program,
the terms and conditions of the draft Contract described in Section 7 below, or the
proposed financing provisions. Following the public hearing, California Communities may
adopt a resolution confirming the Report (the "Resolution Confirming Report") or may
direct the Report's modification in any respect, or may abandon the proceedings.
The Commission hereby orders the Secretary to publish a notice of public hearing
once a week for two successive weeks. Two publications in a newspaper published once
a week or more often, with at least five days intervening between the respective
publication dates not counting such publication dates, are sufficient. The period of notice
will commence upon the first day of publication and terminate at the end of the fourteenth
day. The first publication shall occur not later than 20 days before the date of the public
hearing.
Section 7. Report. The Commission hereby directs the Program Manager for the
CaliforniaFIRST Program to prepare and file with the Commission a report (the "Report")
at or before the time of the public hearing described in Section 6 above containing all of
the following:
(a) A map showing the boundaries of the territory within which contractual
assessments are proposed to be offered, as set forth in Section 4 above.
(b) A draft contract (the "Contract") specifying the terms and conditions that
would be agreed to by California Communities and a property owner within the County.
The Contract may allow property owners to purchase directly the related equipment and
materials for the installation of the Authorized Improvements and to contract directly for
the installation of such Authorized Improvements.
(c) A statement of California Communities' policies concerning contractual
assessments including all of the following:
(1) Identification of types of Authorized Improvements that may be
financed through the use of contractual assessments.
(2) Identification of California Communities official authorized to enter
into contractual assessments on behalf of California Communities.
(3) A maximum aggregate dollar amount of contractual assessments in
the County.
(4) A method for setting requests from property owners for financing
through contractual assessments in priority order in the event that requests
appear likely to exceed the authorization amount.
(d) A plan for raising a capital amount required to pay for work performed
pursuant to contractual assessments. The plan may include amounts to be advanced by
California Communities through funds available to it from any source. The plan may
include the sale of a bond or bonds or other financing relationship pursuant to Section
5898.28 of Chapter 29. The plan shall include a statement of or method for determining
the interest rate and time period during which contracting property owners would pay
any assessment. The plan shall provide for any reserve fund or funds. The plan shall
provide for the apportionment of all or any portion of the costs incidental to financing,
administration, and collection of the contractual assessment program among the
consenting property owners and California Communities.
(e) A report on the results of the consultations with the County Auditor-
Controller described in Section 9 below concerning the additional fees, if any, that will
be charged to California Communities for incorporating the proposed contractual
assessments into the assessments of the general taxes of the County on real property,
and a plan for financing the payment of those fees.
Section 8. Nature of Assessments. Assessments levied pursuant to Chapter
29, and the interest and any penalties thereon, will constitute a lien against the lots
and parcels of land on which they are made, until they are paid. Unless otherwise
directed by California Communities, the assessments shall be collected in the same
manner and at the same time as the general taxes of the County on real property are
payable, and subject to the same penalties and remedies and lien priorities in the
event of delinquency and default.
Section 9. Consultations with County Auditor-Controller. California
Communities hereby directs the Program Manager to enter into consultations with the
County Auditor-Controller in order to reach agreement on what additional fees, if any,
will be charged to California Communities for incorporating the proposed contractual
assessments into the assessments of the general taxes of the County on real
property.
Section 10. Preparation of Current Roll of Assessment. Pursuant to Section
5898.24(c), California Communities hereby designates the Program Manager (or
his/her designee) as the responsible official for annually preparing the current roll of
assessment obligations by assessor's parcel number on property subject to a
voluntary contractual assessment.
Section 11. Procedures for Responding to Inquiries. The Program Manager
shall establish procedures to promptly respond to inquiries concerning current and
future estimated liability for a voluntary contractual assessment.
Section 12. Professionals Appointed. California Communities hereby appoints
Jones Hall, A Professional Law Corporation, San Francisco, California, as bond counsel
to California Communities in connection with the CaliforniaFIRST Program. The
Commission hereby authorizes and directs an Authorized Signatory of California
Communities (as determined from time to time by the Commission by separate
resolution) to enter into appropriate agreements with such firm for its services to
California Communities in connection with the matters addressed in this Resolution.
Section 13. Set-Up Fees. The County and various cities within the County may
advance fees to California Communities to pay for certain costs of establishing the
CaliforniaFIRST Program, some or all of which represent State Energy Program (SEP)
funds. The Program Manager is hereby authorized and directed to return to the County
and cities, as applicable, any fees paid to California Communities by the County and
cities, as applicable, that do not represent SEP funds and that California Communities
does not use to pay for the costs of establishing the CaliforniaFIRST Program.
Section 14. Effective Date. This resolution shall take effect immediately upon
its adoption.
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PASSED AND ADOPTED by the California Statewide Communities
Development Authority this , 2010.
I, the undersigned, the duly appointed, and qualified member of the
Commission of the California Statewide Communities Development Authority, DO
HEREBY CERTIFY that the foregoing resolution was duly adopted by the
Commission of said Authority at a duly called meeting of the Commission of said
Authority held in accordance with law on , 2010.
By:
Member
EXHIBIT B
AGREEMENT TO PAY ASSESSMENT AND FINANCE IMPROVEMENTS
CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY
CALIFORNIAFIRST
(COUNTY OF
This AGREEMENT TO PAY ASSESSMENT AND FINANCE IMPROVEMENTS
(this "Agreement") is made and entered into as of this day of , 20 , by
and between the California Statewide Communities Development Authority, a joint
exercise of powers authority (the "Authority"), and the record owner(s) (the "Property
Owner") of the fee title to the real property identified on Exhibit A (the "Property").
RECITALS
WHEREAS, the Authority is a joint exercise of powers authority the members of
which include numerous cities and counties in the State of California; and
WHEREAS, the Authority has established the CaliforniaFIRST program (the
"CaliforniaFIRST Program") to allow the financing of certain renewable energy, energy
efficiency and water efficiency improvements that are permanently fixed to real property
(the "Authorized Improvements") through the levy of contractual assessments
pursuant to Chapter 29 of Division 7 of the Streets & Highways Code ("Chapter 29")
and the issuance of improvement bonds under the Improvement Bond Act of 1915
(Streets and Highways Code Sections 8500 and following) (the "1915 Act") upon the
security of the unpaid contractual assessments; and
WHEREAS, Chapter 29 provides that assessments may be levied under its
provisions only with the free and willing consent of the owner of each lot or parcel on
which an assessment is levied at the time the assessment is levied pursuant to a
contract between the property owner and the public agency; and
WHEREAS, the Authority has conducted the proceedings required by Chapter 29
with respect to the territory within the boundaries of the County of (the "County");
and
WHEREAS, the Property is located in the boundaries of [the City of (the
"City")][the County], and the [City/County] has consented to (i) owners of property within
its jurisdiction (the "Participating Property Owners") participating in the
CaliforniaFIRST Program and (ii) the Authority conducting assessment proceedings
under Chapter 29 and issuing bonds under the 1915 Act to finance the Authorized
Improvements; and
WHEREAS, pursuant to Chapter 29, the Authority and the Property Owner wish
to enter into a contract pursuant to which the Property Owner would agree to pay an
assessment in order to finance the installation on the Property of the Authorized
Improvements described in Exhibit B (the "Improvements") and the Authority would
agree to provide financing, all on the terms set forth in this Agreement;
NOW, THEREFORE, in consideration of the foregoing and the material covenants
hereinafter contained, the Property Owner and the Authority formally covenant, agree
and bind themselves and their successors and assigns as follows:
AGREEMENT
Section 1. Purpose. The Property Owner and the Authority are entering into
this Agreement for the purpose of financing the installation of the Improvements
identified on Exhibit B on the Property.
Section 2. The Property. This Agreement relates to the real property identified
on Exhibit A. The Property Owner has supplied to the Authority current evidence of its
ownership of fee title to the Property and possesses all legal authority necessary to
execute this Agreement on behalf of the Property Owner.
Section 3. Agreement to Pay Assessment; Prepayment; Non-
Completion Assessment.
(a) Payment of Initial Assessment. The Property Owner hereby freely and
willingly agrees to pay the initial assessment set forth on Exhibit C (the "Initial
Assessment"). Except as otherwise set forth in this Agreement, the Initial Assessment
will be paid in the installments set forth on Exhibit C.
(b) Payment of Non-Completion Assessment. The Property Owner
hereby freely and willingly agrees to pay the additional assessment (the "Non-
Completion Assessment"; together with the Initial Assessment, the "Assessment")
identified on Exhibit A in the event that, following issuance of bonds by the Authority to
finance installation of the Improvements, the Property Owner fails to install the
Improvements in compliance with the CaliforniaFIRST Program rules or otherwise fails
to meet the conditions established by the Authority for financing through the
CaliforniaFIRST Program. The Property Owner acknowledges that the purpose of the
Non-Completion Assessment is to provide for redemption of the related bonds. The
Property Owner further acknowledges that the Non-Completion Assessment will be
levied in full by the Authority as set forth in Section 5898.30 of Chapter 29 in the first
fiscal year in which the Authority is able to cause the Non-Completion Assessment to be
placed on the County property tax roll.
(c) Prepayment of the Assessment. The Assessment may be prepaid, in
whole or in part, at any time upon the payment of (a) the whole or a portion of the
unpaid principal component of the Assessment, (b) the accrued but unpaid interest
component of the whole or applicable portion of the unpaid principal component of the
Assessment through the prepayment date, (c) a prepayment premium in the amount set
forth on Exhibit A and (d) the reasonable costs of the Authority related to such
prepayment.
(d) Absolute Obligation. The Property Owner hereby agrees that the
Assessment will not be subject to reduction, offset or credit of any kind in the event that
the bonds secured thereby are refunded or for any other reason.
Section 4. Collection of Assessment: Lien. The Assessment, and the
interest and penalties thereon as a result of a delinquency in the payment of any
installment of the Assessment, shall constitute a lien against the Property until they are
paid and shall be collected and shall have the lien priority as set forth in Chapter 29.
The Property Owner acknowledges that if any Assessment installment is not paid
when due, the Authority has the right to have the delinquent installment and its
associated penalties and interest stripped off the secured property tax roll and
immediately enforced through a judicial foreclosure action that could result in a sale of
the Property for the payment of the delinquent installments, associated penalties and
interest, and all costs of suit, including attorneys' fees. The Property Owner
acknowledges that, if bonds are sold to finance the Improvements, the Authority may
obligate itself, through a covenant with the owners of the bonds, to exercise its
foreclosure rights with respect to delinquent Assessment installments under specified
circumstances.
Section 5. Financing of the Improvements.
(a) Agreement to Finance Improvements. The Authority hereby agrees to use
the Assessment to finance the Improvements, including the payment of the Authority's
reasonable costs of administering the CaliforniaFIRST Program.
(b) Assessment Installments. The Property Owner agrees to the issuance of
bonds by the Authority to finance the installation of the Improvements. The interest rate
used to calculate the Initial Assessment installments set forth on Exhibit C is identified
on Exhibit A. If the Authority determines in its reasonable discretion that the Initial
Assessment installments may be reduced because the applicable interest rate on the
bonds issued to finance installation of the Improvements is lower than the interest rate
specified in Exhibit A, then the Authority may substitute a revised Exhibit C for the
attached Exhibit C, shall provide a copy of such revised Exhibit C to the Property Owner
and shall cause a notice of such revision to be recorded in the office of the County
Recorder.
Section 6. Term. Except as otherwise set forth in this Agreement, this
Agreement shall expire upon the final payment or prepayment of the Assessment.
Section 7. Recordation of Documents. The Property Owner hereby authorizes
and directs the Authority to cause to be recorded in the office of the County Recorder
the various notices and other documents required by Chapter 29 and other applicable
laws to be recorded against the Property.
Section 8. Notice. To the extent required by applicable law, the Property
Owner hereby agrees to provide written notice to any subsequent purchaser of the
Property of the obligation to pay the Assessment pursuant to this Agreement.
Section 9. Waivers, Acknowledgment and Agreement. The Property Owner
hereby waives its right to repeal the Assessment by initiative or any other action, or to
file any lawsuit or other proceeding to challenge the Assessment or any aspect of the
proceedings of the Authority undertaken in connection with the CaliforniaFIRST
Program. The Property Owner hereby agrees that the Property Owner and its
successors in interest to fee title in the Property shall be solely responsible for the
installation, operation and maintenance of the Improvements. The Property Owner
hereby acknowledges that the Property will be responsible for payment of the
Assessment regardless of whether the Improvements are properly installed, operated or
maintained as expected.
The Property Owner hereby agrees that the Authority is entering into this
Agreement solely for the purpose of assisting the Property Owner with the financing of
the installation of the Improvements, and that the Authority and [the City/County] have
no responsibility of any kind for, and shall have no liability arising out of, the installation,
operation, financing, refinancing or maintenance of the Improvements. Based upon the
foregoing, the Property Owner hereby waives the right to recover from and fully and
irrevocably releases the Authority, the [City/County] and any and all agents, employees,
attorneys, representatives and successors and assigns of the Authority and the
[City/County] from any and all losses, liabilities, claims, damages (including
consequential damages), penalties, fines, forfeitures, costs and expenses (including all
reasonable out-of-pocket litigation costs and reasonable attorney's fees), relating to the
subject matter of this Agreement that the Property Owner may now have or hereafter
acquire against the Authority, the [City/County] and any and all agents, employees,
attorneys, representatives and successors and assigns of the Authority or the
[City/County].
To the extent that the foregoing waivers and agreements are subject to Section
1542 of the California Civil Code or similar provisions of other applicable law, it is the
intention of the Property Owner that the foregoing waivers and agreements will be
effective as a bar to any and all losses, liabilities, claims, damages (including
consequential damages), penalties, fines, forfeitures, costs and expenses (including all
reasonable out-of-pocket litigation costs and reasonable attorney's fees), of whatever
character, nature and kind, known or unknown, suspected or unsuspected, and
Property Owner agrees to waive any and all rights and benefits conferred upon the
Property Owner by the provisions of Section 1542 of the California Civil Code or similar
provisions of applicable law. Section 1542 reads as follows:
"A GENERAL RELEASE DOES NOT EXTEND TO CLAIMS
WHICH THE CREDITOR DOES NOT KNOW OR SUSPECT TO EXIST IN
HIS OR HER FAVOR AT THE TIME OF EXECUTING THE RELEASE,
WHICH IF KNOWN BY HIM OR HER MUST HAVE MATERIALLY
AFFECTED HIS OR HER SETTLEMENT WITH THE DEBTOR."
By initialing below, the Property Owner agrees to waive the provisions of Section
1542 in connection with the matters that are the subject of the foregoing waivers and
releases.
Property Owner's Initials:
The waivers, releases and agreements set forth in this Section 9 shall survive
termination of this Agreement.
Section 10. Indemnification. The Property Owner agrees to indemnify, defend,
protect, and hold harmless the Authority, the [City/County] and any and all agents,
employees, attorneys, representatives and successors and assigns of the Authority or
the [City/County], from and against all losses, liabilities, claims, damages (including
consequential damages), penalties, fines, forfeitures, costs and expenses (including all
reasonable out-of-pocket litigation costs and reasonable attorney's fees) and any
demands of any nature whatsoever related directly or indirectly to, or arising out of or in
connection with, (i) the Assessment, (ii) the financing by the Authority of the
Improvements, (iii) the Improvements, (iv) or any other fact, circumstance or event
related to the subject matter of this Agreement, regardless of whether such losses,
liabilities, claims, damages (including consequential damages), penalties, fines,
forfeitures, costs and expenses (including all reasonable out-of-pocket litigation costs
and reasonable attorney's fees) accrue before or after the date of this Agreement.
The provisions of this Section 10 shall survive the termination of this Agreement.
Section 11. Amendment. Except as set forth in Section 5(b), this Agreement
may be modified only by the written agreement of the Authority and the Property Owner.
Section 12. Binding Effect; Assignment. This Agreement inures to the benefit of
and is binding upon the Authority, the Property Owner and their respective successors
and assigns.
The Authority has the right to assign any or all of its rights and obligations under
this Agreement without the consent of the Property Owner. The obligation to pay the
Assessment set forth in this Agreement is an obligation of the Property and no
agreement or action of the Property Owner will be competent to impair in any way the
Authority's rights, including, but not limited to, the right to pursue judicial foreclosure of
the Assessment lien or the right to enforce the collection of the Assessment or any
installment thereof against the Property.
Section 13. Exhibits. The Exhibits to this Agreement are incorporated into this
Agreement by this reference as if set forth in their entirety in this Agreement.
Section 14. Severability. If any provision of this Agreement is held invalid or
unenforceable by any court of competent jurisdiction, such holding will not invalidate or
render unenforceable any other provision of this Agreement.
Section 15. Corrective Instruments. The Authority and the Property Owner
agree that they will, from time to time, execute, acknowledge and deliver, or cause to be
executed, acknowledged and delivered, such supplements hereto and such further
instruments as may reasonably be required in order to carry out out the expressed
intention of this Agreement.
Section 16. Governing Law; Venue. This Agreement is governed by and
construed in accordance with the laws of the State of California. Any legal action
brought under this Agreement must be instituted in the Superior Court of the County of
Sacramento, State of California; provided, however,- actions to foreclose delinquent
installments of the Assessment will be instituted in the superior court of the County or as
otherwise provided by law.
Section 17. Counterparts. This Agreement may be executed in several
counterparts, each of which is an original and all of which constitutes one and the same
instrument.
IN WITNESS WHEREOF, the Authority and the Property Owner have caused
this Agreement to be executed in their respective names by their duly authorized
representatives, all as of the date first above written.
CALIFORNIA STATEWIDE COMMUNITIES
DEVELOPMENT AUTHORITY
By:
Its:
The following are the authorized signatories of the Property Owner:
Name:
By: Name:
By:
Its: Its:
Name:
By: Name:
By:
Its: Its:
EXHIBIT A
Agreement Number:
Property Owner:
Property (APN/Legal Description):
Prepayment Premium:
Interest Rate Used to Calculate Initial Assessment Installments (prior to issuance
of Bonds):
Non-Completion Assessment: An amount equal to % of the Initial
Assessment identified on Exhibit C
EXHIBIT B
IMPROVEMENTS
The Improvements are described on the attached documentation.
EXHIBIT C
SCHEDULE OF INITIAL ASSESSMENT INSTALLMENTS
Fiscal Administrative Total
Year Principal Interest Expenses (c) (a) +
(a) b b + c
total Initial Assessment:
[Attach notary pages]