HomeMy WebLinkAboutItem 4.09 Eden House Predev Loan
CITY CLERK
File # Dru[Q][Q]-~~
AGENDA STATEMENT
CITY COUNCIL MEETING DATE: December 18,2007
SUBJECT:
A Predevelopment Loan to Eden Housing, Inc. for the Arroyo Vista
Project
Report Prepared by: Joni Pattillo, Assistant City Manager, Sue
Bloch, City Attorney's Office, Sabrina Wolfton, City Attorney's
Office
ATTACHMENTS:
Resolution with Attachment 1 Predevelopment Loan Agreement,
Attachment 2 Promissory Note, and Attachment 3 Assignment
Agreement
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1) Receive Staff Report
2) Deliberate
3) Adopt a Resolution approving a) a Predevelopment Loan to
Eden Housing, Inc. in the amount of up to $325,000 for
predevelopment expenses for the Arroyo Vista project; and
approving the Predevelopment Loan Agreement, Promissory
Note, and Assignment Agreement; and b) Authorizing the City
Manager to sign the Predevelopment Loan Agreement and the
Assignment Agreement on behalf of the City of Dublin.
RECOMMENDATION:
FINANCIAL STATEMENT:
A predevelopment loan in the amount of up to $325,000 will be
made to Eden for predevelopment activities. Because Inclusionary
Zoning In Lieu Fee Funds have already been set aside to finance a
future construction loan to Eden in the amount of $1,500,000, and
the predevelopment loan is an advance on the construction loan, no
additional funds are necessary.
DESCRIPTION:
On July 17, 2007, the City Council approved execution of a Disposition and Development
Agreement ("DDA") with the Housing Authority of the County of Alameda ("HACA"), the Housing
Authority of the City of Dublin ("Authority"), SCS Development Corporation, dba Citation Central
Homes ("Citation"), and Eden Housing, Inc. ("Eden"). Pursuant to the terms of the DDA, (i) Eden will
acquire a portion of real property (the "Property") currently owned by the Authority and commonly known
as Arroyo Vista; (ii) Eden will construct on its portion of the Property affordable multi-family and senior
rental housing with related improvements (the "Project"); the (iii) the City will provide a loan to Eden in
the sum of One Million Five Hundred Thousand Dollars ($1,500,000) to assist in financing the
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COpy TO: Eden Housing, Inc.
1036767.2
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construction of the Project (the "Construction Loan"); and (iv) Citation will develop additional housing on
the remainder of the Property.
Because Arroyo Vista is a federal public housing development, the Authority must obtain approval
from the U.S. Department of Housing and Urban Development ("HUD") to convey the Property. In order
to obtain HUD's approval, the City and Authority must conduct significant environmental review in
accordance with the California Environmental Quality Act and the National Environmental Policy Act.
The DDA requires Eden and Citation to pay for the costs incurred by the City and Authority for
such environmental review ("Environmental Review Costs"). Eden has already deposited $87,000 into
City's cost recovery account to cover Eden's initial share of such costs ("Initial Deposit"). In addition, the
DDA requires Eden and Citation to pay for the transactional costs (legal, consulting, and other costs)
incurred by the City and the Authority in connection with the DDA and application to HUD for approval
of the disposition of the Property ("Transactional Costs").
DISCUSSION AND ANALYSIS:
To cover predevelopment costs for the Project, including the Environmental Review Costs and the
Transactional Costs, Eden has requested the City to provide an advance on the Construction Loan in the
amount of $325,000 ("Predevelopment Loan"). Eden and City Staff have negotiated the terms and
conditions of the predevelopment loan documents, which include: a predevelopment loan agreement
("Loan Agreement"); a promissory note in the amount of the Predevelopment Loan ("Note"); and an
Assignment of Agreements Plans and Specifications ("Assignment Agreement"), which provides the City
with a security interest in the plans, specifications and studies financed by the Predevelopment Loan.
These loan documents are very similar to the predevelopment loan documents the City executed with
Eden in 2003 for the Wicklow Square low-income senior project.
The essential terms of the Predevelopment Loan are as follows:
1. City will provide a Predevelopment Loan of up to $325,000 to pay for Environmental Review
Costs, the Transactional Costs, and other predevelopment costs incurred by Eden, such as architect, legal,
and consultant fees.
2. The term of the Predevelopment Loan is 3 years; provided however, if the City disburses the
Construction Loan prior to the end of the 3-year term, the outstanding balance of the Predevelopment
Loan will be paid with the proceeds of the Construction Loan. Together, the amount of the Construction
Loan and the Predevelopment Loan will not exceed the originally authorized amount of $1.5 million. The
Construction Loan will be secured by a deed of trust recorded against the portion of the Property acquired
by Eden.
3. Provided there is no default under the Loan Agreement, if the parties mutually agree to
terminate the Loan Agreement, or if Eden terminates the Loan Agreement due to Project infeasibility (for
example due to failure of the Dublin Housing Authority and City to obtain HUD approval for the
disposition of the Property), the City will forgive the Predevelopment Loan upon Eden's delivery to the
City of all architectural contracts, plans, specifications, reports, and studies to which City is entitled
pursuant to the Assignment Agreement.
4. Provided there is no default under the Loan Agreement, upon termination of the Loan
Agreement by mutual agreement or if Eden terminates the Loan Agreement due to Project infeasibility,
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the City will reimburse Eden for (i) predevelopment costs incurred prior to the termination date for which
the City has not yet been invoiced, and (ii) the unspent portion of Eden's share of the Initial Deposit as of
October 15,2007 (approximately $64,000), in an aggregate amount up to the undisbursed balance of the
Predevelopment Loan as of the termination date. In no event will the City be obligated to disburse more
than the $325,000 Predevelopment Loan amount. .
RECOMMENDATION:
Staff recommends that the City Council adopt a Resolution approving a) A predevelopment loan to Eden
Housing, Inc. in the amount of up to $325,000 for predevelopment expenses for the Arroyo Vista project;
and approving the Predevelopment Loan Agreement, Promissory Note, and Assignment Agreement; and
b) Authorizing the City Manager to sign the Predevelopment Loan Agreement and the Assignment
Agreement on behalf of the City of Dublin.
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'1.01
RESOLUTION NO. XX - 07
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
*********
APPROVING A PRE DEVELOPMENT LOAN TO EDEN HOUSING, INC.
WHEREAS, on July 17, 2007, the City Council of the City of Dublin ("City Council") approved
execution of a Disposition and Development Agreement ("DDA") with the Housing Authority of the
County of Alameda ("HACA"), the Housing Authority of the City of Dublin ("Authority"), SCS
Development Corporation, dba Citation Central Homes ("Citation"), and Eden Housing, Inc. ("Eden");
and
WHEREAS, pursuant to the terms of the DDA, (i) Eden will acquire a portion of real property
(the "Property") currently owned by the Authority and commonly known as Arroyo Vista; (ii) Eden will
construct on its portion of the Property affordable multi-family and senior rental housing with related
improvements (the "Project"); and the (iii) the City will provide a loan to Eden in the sum of One Million
Five Hundred Thousand Dollars ($1,500,000) to assist in financing the construction of the Project (the
"Construction Loan"); and
WHEREAS, Eden has requested, and City has agreed, to provide an advance on the Construction
Loan in the amount of $325,000 ("Predevelopment Loan") for the purpose of financing predevelopment
activities for the Project; and
WHEREAS, Eden and City Staff have negotiated the terms and conditions of the predevelopment
loan documents, which include: a predevelopment loan agreement ("Loan Agreement") attached hereto as
Attachment 1; a promissory note in the amount of the Predevelopment Loan ("Note") attached hereto as
Attachment 2; and an Assignment of Agreements Plans and Specifications ("Assignment
Agreement")attached hereto as Attachment 3, which provides the City with a security interest in the
plans, specifications and studies financed by the Predevelopment Loan.
NOW, THEREFORE, BE IT RESOLVED THAT the City Council of the City of Dublin, does
hereby approve a predevelopment loan to Eden Housing, Inc. in the amount of up to $325,000 for
predevelopment expenses for the Project.
BE IT FURTHER RESOL VED THAT, the City Council approves the Loan Agreement, the
Note, and the Assignment Agreement and authorizes and directs the City Manager to execute such
documents substantially in the form attached hereto and to undertake such further action as may be
necessary and desirable to carry out the intent of this resolution.
Reso XX-07, Adopted 12/18/07, Item No.
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PASSED, APPROVED AND ADOPTED this 4th day of December, 2007.
AYES:
NOES:
ABSENT:
ABSTAIN:
Mayor
ATTEST:
Interim City Clerk
Reso XX-07, Adopted 12/18/07, Item No.
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PREIDEVELOPMENT LOAN AGREEMENT
This Predevelopment Loan Agreement (this "Agreement") IS entered Into effective
as of ,2007 ("Effectuve Date") by and between the CIty of Dublin, a
mUnicIpal corporation (the "Coty") and Eden Housing, Inc , a California nonprofit public
benefit corporation (the "Borrower") City and Borrower are hereinafter collectively
referred to as the "Partoes "
WHEREAS, the City and Borrower, together With the Housing Authonty of the
City of Dublin ("Autlhorlty"), the Housing Authonty of the County of Alameda ("HACA")
and SCS Development Corporation, dba Citation Central Homes ("Cltatnon") have
executed that certain DISposition and Development Agreement ("DDA") dated as of July
25, 2007 pursuant to which Borrower (I) Will acqUire a portion of the real property known
as Alameda County Assessor's Parcel Number 941-0007-001-07 (the "Property")
currently owned by the Authonty, and (II) Will construct on ItS portion of the Property
affordable multi-family and senior rental housing With related Improvements (the
"Project") Capitalized terms used but not defined herein shall have the meaning
aSCribed to such terms In the DDA
WIHIEREAS, pursuant to the DDA, the CIty agreed to proVide a loan to Borrower
In the sum of One Million Five Hundred Thousand Dollars ($1,500,000) to assist In
financing the construction of the Project (the "Constructnon loan")
WHEREAS, Borrower has requested, and the City has agreed to provide, an
advance on the Construction Loan (the "Predlevelopment loan") pursuant to the terms
and condItIons set forth herein for the purpose of proViding financing for
predevelopment activities which are necessary for envIronmental approval of the
proposed development of the Property and to obtain HUD approval of the diSposition
application (the "Dlsposutuon Apphcatlon"), as more particularly descnbed In the
predevelopment budget attached hereto as Exhibit A (the "Predevelopmelllt Budget') ,
WHEREAS, the proceeds of the Predevelopment Loan ("Predevelopment loan
Proceeds") Will be disbursed from the City'S lncluslonary ZOning In-Lieu Fee Fund (the
"Fund") established pursuant to Section 8 68 080 of the Dublin MUnicipal Code, and the
use of the Predevelopment Loan Proceeds pursuant to thiS Agreement WIll serve the
purposes of the Fund by Increasing the City'S supply of affordable low-Income housing,
and
WHEREAS, concurrently herewith Borrower shall execute (I) a promissory note
In the amount of the Predevelopment Loan, and (II) an assignment agreement (the
"AssDgrnmell'llt Agreemernt) which shall proVide City With a secunty Interest In the plans,
specifications and studies financed by the Predevelopment Loan
NOW n-llEREIFORE, In consideration of their mutual undertakings and other
valuable consideratIon, the receipt and suffiCiency of whIch are hereby acknowledged,
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Attachmell1lt oj to ResoliJ.otlon
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the Parties agree as follows
1 THE PREDEVELOPMENT LOAN AND DISBURSEMENT OF
PREDEVELOPMENT LOAN PROCEEDS
1 1 Predevelopment Loan and Note City agrees to loan to Borrower, and Borrower
agrees to borrow from and repay to City, a sum In the maximum principal amount of
Three Hundred Twenty-Five Thousand Dollars ($325,000) (the "PredevelolPment
loall1l") upon the terms and conditions and for the purposes set forth herein The
Predevelopment Loan shall be eVIdenced by a promissory note dated as of the
Effective Date and executed by Borrower substantially In the form, Attachmell1l~ 2 to the
Resolution (the "promassmy Note") Provided that Borrower has compiled With all
conditions set forth In Section 1 6, the Predevelopment Loan Proceeds shall be
disbursed In accordance With Section 1 5 hereof
The Parties acknowledge and agree that (I) Borrower's predevelopment costs for the
environmental review and obtaining HUD approval of the DIspOSItion Application may
exceed the aggregate of the Predevelopment Loan and Borrower's share of the
$175,000 deposit In the cost recovery account established With City pursuant to SectIon
2 10 of the DDA (the "Imtual [)eposD~"), (II) the environmental review and HUD approval
of the DISposition Application may not be obtained by the time the City has disbursed all
of the Predevelopment Loan Proceeds to Borrower, (III) City shall have no obligation to
disburse any funds In excess of the Predevelopment Loan, and (IV) any funds In excess
of the Predevelopment Loan and the Initial Deposit necessary to complete the
environmental review and to obtain HUD approval of the DISposition Application shall
be the sole responsibility of Borrower as and to the extent set forth In the DDA
1 2 Interest Maturity Date ProVided that Borrower IS not In default under the terms
of thiS Agreement, no Interest shall accrue on the PredeveJopment Loan The
outstanding principal balance of the Predevelopment Loan and any other sums due
under the Promissory Note shall be payable In full on the third (3rd) anniversary of the
Predevelopment Loan origination date ("li\liIa~lUIrR'ty Da~e") unless the term of the
Predevelopment Loan IS extended by mutual written agreement of the Parties or the
Predevelopment Loan IS forgiven pursuant to the terms hereof, provided however, the
Parties agree that If the City disburses the Construction Loan, or a portion thereof, prior
to the Maturity Date, the outstanding balance of the Predevelopment Loan shall be
repaid With such financing on the date such financing IS provided
1 3 Security for the Loan The Promissory Note shall be secured by Borrower's
assignment to the City of Borrower's rights to any and all architectural contracts, plans,
specifications, reports, and studies relating to the Property or the Project which have
been financed With Predevelopment Loan Proceeds Borrower shall execute the
Assignment Agreement substantially In the form, Attaclhmenfc 3 to the Resolution
Upon Borrower's acquIsition of tItle to a portion of the Property for the Project, the
Promissory Note shall be secured by a deed of trust (the "Deed of lmsfc") executed by
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Borrower In favor of the City as beneficiary and recorded against Borrower's portion of
the Property The Promissory Note shall provide that upon recordation of the Deed of
Trust, the Promissory Note shall be nonrecourse
1 4 Use of Predevelooment Loan Proceeds The Predevelopment Loan Proceeds
shall be used solely and exclusively for predevelopment costs for the Project as set
forth In the Predevelopment Budget and such other costs related to the Project as the
City may approve In wntlng Funds for Item (1) of the Predevelopment Budget shall be
credited against Borrower's obligation to pay for (I) all costs Incurred by City, HACA and
Authonty In connection with environmental review pursuant to Section 2 10 of the DDA
and (II) City's and Authority's Transactional Costs (as such term IS defined In the DDA)
pursuant to Section 2 11 of the DDA Funds for Item (2) of the Predevelopment Budget
shall be disbursed to Borrower on a cost reimbursement basIs In accordance wIth
Section 1 5
1 5 Disbursement of Proceeds Upon Borrower's satisfaction of the conditions set
forth In Section 1 6, provided that Borrower has provided City with a written requIsition
specifying the amount and use of the requested Predevelopment Loan Proceeds
accompanied by copies of third-party inVOices for services rendered In connection with
the Project, and such other documentation as City may reasonably require, the City
shall disburse the Predevelopment Loan Proceeds to Borrower for Borrower's
predevelopment costs In the amounts and for the Items set forth In the Predevelopment
Bud get Notwlth sta nd Ing the p reced I ng sentence, fu nd s for Item (1) of the
Predevelopment Budget shall be credited against Borrower's obligation to pay for (I) all
costs Incurred by City, HACA and Authority In connection with environmental review
pursuant to Section 2 10 of the DDA, and (II) City'S and Authority's Transactional Costs
pursuant to Section 2 11 of the DDA
1 6 Conditions Precedent to Disbursement of Funds
(a) City's obligation to disburse the Predevelopment Loan Proceeds IS
condItioned upon satisfaction of all of the follOWing conditions
(I) Borrower's execution and delivery to the City of thiS Agreement, the
Promissory Note, and the ASSignment Agreement,
(II) Reserved
(Ill) Borrower's delivery to the City of eVidence of Insurance coverage In
the form and In such amounts as may be reasonably required by City, and
(IV) Borrower's delivery to City of each of the follOWing (I) certificate of
good standing, certified by the Secretary of State Indlcattng that Borrower IS properly
organized and authorized to do bUSiness In the State of California, (II) a certified
resolution Indicating that Borrower has authorized thiS transactIon and that the persons
executing thiS Agreement, the Promissory Note, and the ASSignment Agreement on
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behalf of Borrower have been duly authonzed to do so, and (III) certified copies of
Borrower's articles of incorporation, bylaws, and IRS tax-exemptIon determination
letter
(b) Except as specified In Paraqraph 1 7 (b), the City shall have no oblIgation to
disburse any portIon of the Predevelopment Loan Proceeds to Borrower follOWIng
(I) termInation of thIs Agreement,
(II) the faIlure of any of Borrower's representations and warranties set
forth In thIs Agreement to be true and correct In all matenal
respects, or
(Ill) the occurrence of an Event of Default under this Agreement, the
Promissory Note, the ASSignment Agreement or the DDA
1 7 TermInation of AQreement
(a) TermInation by Borrower ProvIded that Borrower IS not In default
under this Agreement, the Promissory Note, the ASSIgnment Agreement, or the DDA,
Borrower may terminate thIs Agreement for any of the follOWing reasons by provIding
wntten notice of such terminatIon to City
(I) Despite Borrower's commercIally reasonable efforts, the
development contingencIes set forth In Section 15 1 of the DDA are not
performed by the tIme required for such performance and the partIes to
the DDA are unable or unwIlling to agree upon extensions for such
performance, or
(II) An actIon or threatened action against the CIty, the
Authonty, and/or HACA prevents the CIty, Authonty and/or HACA, WIthin
the tlmeframes set forth In the DDA, from performing their obligations
under the DDA or proceedIng With actions necessary for the transfer of
the Property to Borrower, or
(Ill) Borrower does not receIve all governmental approvals
(includIng, Without lImItation, land use approvals) reqUired for development
of the Property or construction of the Project, despite Borrower's
commercially reasonable efforts to obtain such approvals, or
(IV) Borrower determines, In ItS commercially reasonable
dIscretion, that any (I) remediatIon work WIth respect to hazardous
matenals, or (II) construction costs relatIng to the phYSIcal conditIon of the
Property or to the proposed or required Improvements thereon are so
expensive or burdensome as to make the ProJect, or a required part
thereof, financially infeaSIble, or
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(v) Borrower does not receive commitments for all financing
necessary for the development, construction and operation of the Project,
despIte Borrower's commercially reasonable efforts to obtain such
fmancmg
(b) Reimbursement If this Agreement IS terminated (I) by Borrower
pursuant to paragraph (a) above, (II) by mutual agreement of the Parties as a result of
any pending or threatened litigation against the City, the Authority and/or HACA which
may adversely affect Borrower's and City'S ability to perform under thiS Agreement and
the DDA, or (III) by mutual agreement of the Parties for any other reason, City shall
reimburse Borrower for the following costs In an aggregate amount not to exceed the
undisbursed balance of the Predevelopment Loan on the date of termination
(I) Predevelopment costs mcurred by Borrower prior to the date
of termmatlon of thiS Agreement provided that (1) such costs
and fees are Identified m the Predevelopment Budget or
have otherwise been approved by City In writing, and (2)
Borrower has provided CIty with a written reqUisItion
speclfymg the amount and use of the requested
Predevelopment Loan Proceeds accompanied by copIes of
third-party mvolces for services rendered m connection With
the Project, and such other documentatIon as City may
reasonably reqUire
(II) The unspent portion of Borrower's share of the Initial
Deposit as of October 15, 2007 (The Parties agree that
such amount IS equal to $64,000 as mdlcated m Item (3) of
the Predevelopment Budget)
(c) ForQlveness of the Predevelopment Loan If thiS Agreement IS
terminated (I) by Borrower pursuant to paragraph (a) above, (II) by mutual agreement
of the Parties as a result of any pending or threatened litigation agaInst the City, the
AuthOrity and/or HACA which may adversely affect Borrower's, City'S, AuthOrity's and/or
HACA's ability to perform under thiS Agreement and/or the DDA, or (III) by mutual
agreement of the Parties for any other reason, CIty shall forgive the outstanding
balance of the Predevelopment Loan (Includmg any amounts reimbursed to Borrower
pursuant to paragraph (b) above) upon Borrower's delivery of all architectural contracts,
plans, specifications, reports, and studies to which City IS entitled pursuant to the
ASSignment Agreement Upon delivery of such documents, City shall deliver to
Borrower the orlgmal Promissory Note marked "Cancelled" and thiS Agreement shall be
termmated, proVided however, Borrower's obligation to Indemnify City pursuant to
Section 32 of thiS Agreement shall survive termination of thiS Agreement
Notvvlthstandlng the foregOing, the City shall have no obligation to forgive
Borrower's obligation to repay the Predevelopment Loan and cancel the Promissory
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Note If, after the applicable notice and cure penod, the City has declared Borrower In
default under this Agreement or the DDA and such default remains uncured at the time
of Borrower's request for forgiveness of the Predevelopment Loan
2 USE RESTRICTIONS
2 1 Non-DISCnmlnatlon Borrower covenants by and for Itself and ItS successors and
assigns that there shall be no dlSCnmlnatlon against or segregation of a person or of a
group of persons on account of any basIs listed In subdiVISion (a) or (d) of Section
12955 of the Government Code, as those bases are defined In Sections 12926,
129261, subdiVISion (m) and paragraph (1) of subdivIsion (p) of Section 12955, and
Section 129552 of the Government Code In the sale, lease, sublease, transfer, use,
occupancy, tenure or enjoyment of the Project or the Property, nor shall Borrower or
any person claiming under or through Borrower establish or permit any such practice or
practices of dlscnmlnatlon or segregation With reference to the selection, location,
number, use or occupancy of tenants, lessees, subtenants, sublessees or vendees In
the Project
22 Mandatory Lanauaae In All Subsequent Deeds, Leases and Contracts All
deeds, leases or contracts made or entered mto by Borrower, ItS successors or assigns,
as to any portion of the Property or the Project shall contain therein the follOWing
language
(a) In Deeds
"Grantee herein covenants by and for Itself, ItS successors and assigns that
there shall be no dlscnmlnatlon against or segregation of a person or of a group
of persons on account of any baSIS listed In subdiVISion (a) or (d) of Section
12955 of the Government Code, as those bases are defined m Sections 12926,
129261, subdiVISion (m) and paragraph (1) of subdivIsion (p) of Section 12955,
and Section 12955 2 of the Government Code In the sale, lease, sublease,
transfer, use, occupancy, tenure or enjoyment of the property herem conveyed
nor shall the grantee or any person claiming under or through the grantee
establish or permit any such practice or practices of dlscnmlnatlon or segregation
With reference to the selection, location, number, use or occupancy of tenants,
lessees, subtenants, sublessees or vendees In the property herein conveyed
The foregOing covenant shall run With the land"
(b) In Leases
"The lessee herein covenants by and for the lessee and lessee's heIrs, personal
representatives and assigns and all persons claiming under the lessee or
through the lessee that thiS lease IS made subject to the condition that there shall
be no dlSCnmlnatlon against or segregation of any person or of a group of
persons on account of any baSIS listed In subdiVISion (a) or (d) of Section 12955
of the Government Code, as those bases are defined In SectIons 12926,
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12926 1, su bd IVISlon (m) and parag rap h (1) of su bd IVIS Ion (p) of Sectlo n 12955,
and Section 129552 of the Government Code In the leasing, subleasing,
transferring, use, occupancy, tenure or enjoyment of the land herem leased nor
shall the lessee or any person claiming under or through the lessee establish or
permit any such practice or practices of discrimination or segregation with
reference to the selection, location, number, use or occupancy of tenants,
lessees, sublessees, subtenants, or vendees In the land herein leased"
(c) In Contracts
"There shall be no diSCrimination against or segregation of any person or group
of persons on account of any basIs listed In subdiVISion (a) or (d) of Section 12955 of
the Government Code, as those bases are defined In Sections 12926, 12926 1,
subdivIsion (m) and paragraph (1) of subdiVISion (p) of Section 12955, and Section
129552 of the Government Code In the sale, lease, sublease, transfer, use,
occupancy, tenure or enjoyment of the property nor shall the transferee or any person
claiming under or through the transferee establish or permit any such practice or
practices of diSCrimination or segregation With reference to the selection, location,
number, use or occupancy of tenants, lessees, subtenants, sublessees or vendees of
the land"
3 ADDITIONAL COVENANTS,'REPRESENTATIONS AND WARRANTIES OF
BORROWER
3 1 Representations of Borrower Borrower represents and warrants to the City as
follows
a OrQanlzatlon of the Borrower, Tax-exempt Status Borrower IS a duly
organized nonprofit publiC benefit corporation, validly eXisting and In good standing
under the laws of the State of California Borrower has all requIsite power and authOrity
In the State of California to purchase the Property, to develop, own and operate the
Project, to carry on ItS bUSiness as now conducted, and to execute, deliver and perform
ItS obligations under thiS Agreement, the Promissory Note, and the ASSignment
Agreement Borrower has received a determinatIon from the Internal Revenue Service
that It IS exempt from federal tax under Section 501 (c)(3) of the Internal Revenue Code
of 1986 as amended and such determination IS In full force and effect as of the
Effective Date
b AuthOrization of the Predevelopment Loan, No Violation The execution,
delivery and performance of thiS Agreement, the Promissory Note, and the ASSignment
Agreement have been duly authOrized by Borrower, and thiS Agreement, the
Promissory Note and the ASSignment Agreement, when duly executed and delivered
Will constitute the valid and binding obligations of Borrower enforceable m accordance
With their respective terms Borrower's execution of thiS Agreement, the Promissory
Note and the ASSignment Agreement and performance thereunder Will not result In a
breach of or constitute a default under any agreement, Indenture or other Instrument to
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which Borrower IS a party or by which Borrower may be bound
c lItloatlon Except for that action filed by Arroyo VIsta Tenants
Association, et al , In the Supenor Court of California, County of Alameda, Case No
RG07351015, there are no pending or threatened actions or proceedings before any
court or administrative agency which may adversely affect the financial condition or
operation of Borrower or Its ability to carry out the obligations of Borrower under thiS
Agreement, the Promissory Note, the Assignment Agreement or the DDA Borrower IS
not the subject of an action under federal or state Bankruptcy Law (as defined below)
32 Indemnification Borrower shall indemnify, defend and hold the City, Its elected
and appointed offiCials, employees, contractors and agents (collectIvely
"llI'1ldlemll'1lutees") harmless from and against any and all demands, claims, SUitS, costs
(Including reasonable attorneys' fees), losses, damage, causes of action, fines,
judgments, penalties, deficiencies, or liabilities of any kind (collectively "Claums")
anslng directly or indirectly m any manner In connection With or resulting from (a) any
and all predevelopment, development or construction activIties conducted In
connection With the Property or the Project, Including Without limitation, site
investigations conducted by or for Borrower, (b) any failure of any of Borrower's
representations or warranties set forth In thiS Agreement, or made by Borrower In
connection With the execution and delivery of thiS Agreement or In any certificate
furnished pursuant hereto, or In connection With any request for disbursement of
Predevelopment Loan Proceeds to be correct In all matenal respects, (c) any Claim,
whether mentorlous or not, brought or asserted against any Indemnitee which relates
to or anses In connection With the Predevelopment Loan, the Promissory Note, the
ASSignment Agreement, or any transaction contemplated thereby, or the relationship
between Borrower and City Borrower's obligations under thiS Section shall survive the
makmg and repayment of the Predevelopment Loan and the expiration or termination
of thiS Agreement Borrower's Indemnity obligations shall not apply to any Claims
arising as a result of the Willful mIsconduct or gross negligence of the CIty, ItS officers,
employees or agents ThiS Section IS subject to, and shall not modify the relative nghts
and obligations of the partIes, set forth In Section 3 2 (f) of the DDA
3 3 Books and Records The City shall have the nght, dUring bUSiness hours and
after reasonable notice to Borrower, to Inspect and copy Borrower's books and
records With respect to the Property, the Project and the Predevelopment Loan
34 Other Documents Upon the City's reasonable request, Borrower shall deliver to
the City a copy of documents related to the ProJect, including Without limitation,
construction contracts, consulting agreements, architects' agreements, loan and
finanCing documents, studies, reports, management plans, and property management
agreements
8
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4 DEFAULT AND REMEDIES
4 1 Events of Default The occurrence of anyone or more of the following events
shall constitute an event of default hereunder ("Eve~t o~ Default")
(a) Borrower falls to pay when due the pnnclpal payable under the
PromIssory Note, and such failure continues for ten (10) days after City notifies
Borrower thereof In writing
(b) An Event of Default IS declared under the DDA, the Promissory
Note or the Assignment Agreement, and such failure continues after eXpiration of
the applicable notice and cure periods set forth In such documents
(c) Any of Borrower's representations or warranties contained In thiS
Agreement, or made by Borrower In connection With the execution and delivery
of thiS Agreement or In any certificate furnished pursuant hereto, or In connection
With any request for disbursement of Predevelopment Loan Proceeds shall prove
to have been Incorrect when made In any material respect
(d) Pursuant to or Within the meaning of the United States Bankruptcy
Code or any other federal or state law relating to Insolvency or relief of debtors
("lBankrupfccy lawn), Borrower (I) commences a voluntary case or proceeding,
(II) consents to the entry of an order for relief against Borrower In an Involuntary
case, (III) consents to the appoIntment of a trustee, receiver, assignee, liquidator
or Similar offiCial for Borrower, (IV) makes an assignment for the benefit of ItS
creditors, or (v) admits In wntmg ItS Inability to pay ItS debts as they become due
(e) A court of competent JUrisdiction enters an order or decree under
any Bankruptcy Law that (I) IS for relief against Borrower In an Involuntary case,
(II) appoints a trustee, receiver, assignee, liqUidator or Similar offiCial for Borrower
or substantIally all of such entIty's assets, (III) orders the liquidation of Borrower,
or (IV) Issues or levies a Judgment, wnt, warrant of attachment or Similar process
against the Property or the ProJect, and In each case the order or decree IS not
released, vacated, dismissed or fully bonded Within 60 days after ItS Issuance
(f) Borrower falls to maintain Insurance as required pursuant to thiS
Agreement, and Borrower falls to cure such default Within 10 days
(g) Borrower falls to use Predevelopment Loan Proceeds In
accordance With thiS Agreement or falls to use Predevelopment Loan Proceeds
In accordance With Borrower's request for disbursement
(h) Borrower defaults In the performance of any term, proVIsion,
covenant or agreement contained In thiS Agreement other than an obligation
enumerated In thiS Section 4 1, and unless such a shorter cure penod IS
specified for such default, the default continues for ten (10) days In the event of
a monetary default or thirty (30) days In the event of a nonmonetary default after
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the date upon which City shall have given written notice of the default to
Borrower, provided that In the case of a nonmonetary default that IS not
susceptible of cure within thirty (30) days, an Event of Default shall not anse
hereunder If Borrower commences to cure the default within thIrty (30) days and
thereafter prosecutes the cUring of such default to completion with due diligence
and In good faith, but In no event longer than 120 days from the receipt of notice
of defau It
42 Remedies Upon the occurrence of an Event of Default, the City shall have the
following rights, In addition to any other rights and remedies provided by law
(a) The City may declare the entire outstanding principal balance of the
Predevelopment Loan Immediately due and payable,
(b) The City may exercise any and all rights and remedies granted to the
City pursuant to the Assignment Agreement,
(c) The City may seek an order of specIfic performance, and
(d) The City may terminate this Agreement
Each of the remedies provided herein IS cumulative and not exclusive of, and shall not
prejudice any other remedy provided herem, In the Promissory Note or the Assignment
Agreement The City may exerCise any rights and remedies available under applicable
law, In addition to, and not In lieu of, any rights and remedies expressly granted In this
Agreement
4 3 No Waiver No failure or delay by City at any time to require performance by
Borrower of any provIsion of this Agreement or to exercise any right, power or remedy
hereunder shall be construed as a waiver of any other provIsion or any succeeding
breach of the same or any other provIsion hereof The failure of CIty to InSist upon the
strict performance of any provIsion of this Agreement, or to exercise any election
contained herein shall not be construed as a waiver or relinquishment for the future of
such provIsion or election nor shall It constitute a waiver of the City'S nght to assert any
future remedy provided for In this Agreement the Promissory Note or the ASSignment
Agreement on the baSIS of the same or a similar breach of a covenant or warranty or
other event of default
5 MISCELLANEOUS
5 1 AsslQnment This Agreement shall be binding upon and mure to the benefit of
the Parties and their respective successors and assigns Notwithstanding the
foregOing, CIty's obligation to make the Predevelopment Loan IS personal to Borrower,
and shall not be assIgnable by Borrower by operation of law or otherwise absent the
express written consent of CIty, and any such assignment by operation of law or
othervvlse shall be VOId This Section shall not apply to an assignment to a wholly-
controlled affiliate of Borrower or a limited partnership whose general partner IS a
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wholly-controlled affiliate of Borrower
52 Insurance Borrower shall maintaIn and keep In force, at Borrower's expense,
the msurance reqUired pursuant to thiS Agreement For each of Borrower's msurance
polICIes, Borrower shall provIde to City withIn ten (10) days followIng executIon of thIS
Agreement, but In no event later than the inItial disbursement of Predevelopment Loan
Proceeds, a certificate of Insurance and an endorsement which provIdes that no
cancellatIon, major change In coverage or expIration Will be effective dunng the term of
thiS Agreement without 30 days written notIce to the CIty pnor to the effective date of
such cancellatIon, change In coverage or expiration Upon request by the CIty from tIme
to tIme, Borrower shall deliver to the CIty onglnals or copIes of all such Insurance
poliCies and certificates eVidencIng such poliCies
53 NotIces Except as otherwise specIfied herem, all notices to be sent pursuant to
thiS Agreement shall be made In Writing, and sent to the Partles at their respective
addresses specIfied below or to such other address as a Party may desIgnate by
written notIce delivered to the other partIes In accordance WIth thiS Section All such
notices shall be sent by
(I) personal delIvery, In which case notice IS effective upon delivery,
(II) certified or registered mall, return receipt requested, In whIch case
notice shall be deemed delivered on receipt If delivery 1$ confirmed by a return
receIpt,
(III) natIonally recognIzed overnight COUrier, With charges prepaid or
charged to the sender's account, In whIch case notIce IS effectIve on delIvery If
delIvery IS confirmed by the delivery service,
(IV) facsimIle transmissIon, In whIch case notIce shall be deemed delivered
upon transmittal, proVided that (a) a duplIcate copy of the notice IS promptly
delIvered by first-class or certIfied mall or by overnIght delIvery, or (b) a
transmISSion report IS generated reflectIng the accurate transmiSSIon thereof
Any notIce given by faCSimile shall be consIdered to have been receIved on the
next busmess day If It IS received after 5 00 pm reCipient's time or on a
nonbUSiness day
CITY
City of DublIn
100 CIVIC Plaza
Dublin, CA 94568
AttentIon City Manager
Fax No (925) 829-9248
11
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!BORROWER
Eden Housing, Inc
409 Jackson Street
Hayward, CA 94544-1567
Attention Executive Director
Fax No (510) 582-6523
54 Waiver, ModificatIon and Amendment No modification or waiver of any
provISion of thiS Agreement, nor any consent to any departure by Borrower therefrom,
shall In any event be effective unless the same shall be In writing, and then such waiver
or consent shall be effective only In the specIfiC Instance and for the specific purpose
for which given No notice to or demand on the Borrower In any case shall entItle the
Borrower to any other or further notice or demand In similar or other circumstances No
amendment to or modification of thiS Agreement shall be effective unless and until such
amendment or modIfication IS In wntlng, properly approved In accordance With
applicable procedures, and executed by the Parties
5 5 Further Assurances The Parties shall execute, acknowledge and deliver to the
other such other documents and Instruments, and take such other actions, as either
shall reasonably request as may be necessary to carry out the Intent of thiS Agreement
56 Parties Not Co-Venturers Nothing In thiS Agreement IS Intended to or shall
establish the Parties as partners, co-venturers, or pnnclpal and agent With one another
57 Action by the City Except as may be otherwise specifically provided herein,
whenever any approval, notice, direction, consent or request by the City IS required or
permItted under thiS Agreement, such action shall be In wntlng, and such action may be
given, made or taken by the City Manager or by any person who shall have been
deSignated by the City Manager, Without further approval by the City CounCil
58 Non-Liability of City, City OffiCials, Directors, Employees and Agents No
member, offiCial, employee or agent of the City shall be personally liable to Borrower, or
any successor In Interest, In the event of any default or breach by the City, or for any
amount of money which may become due to Borrower or ItS successor or for any
obligatIon of City under thiS Agreement No director, officer, employee or agent of
Borrower shall be personally liable to the City, or any successor In Interest, In the event
of any default or breach by Borrower, or for any amount of money which may become
due to CIty or Its successor or for any obligation of Borrower under thiS Agreement
59 No Third Party Beneficlanes There shall be no third party beneficlanes to thiS
Agreement
5 10 Captions. Construction The headings of the sections and paragraphs of thiS
Agreement have been Inserted for convemence only and shall not be used to construe
thiS Agreement The language of thiS Agreement shall be construed as a whole
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according to Its fair meaning and not strictly for or against any Party Time IS of the
essence In the performance of this Agreement
5 11 Governing Law, Venue This Agreement, the Promissory Note and the
Assignment Agreement shall be construed and enforced In accordance with the laws of
the State of California without regard to principles of conflicts of law The Parties
consent to the JUrisdiction of any federal or state court In the jUrisdiction In which the
Property IS located (the "Property JLlII/'ISdIC~DOIl1") Borrower agrees that any
controversy arising under or In relation to this Agreement, the Promissory Note or the
ASSignment Agreement shall be litigated exclusively In courts haVing JUrisdiction In the
Property JUrisdiction Borrower Irrevocably consents to service, JUrisdiction, and venue
of such courts for any such litigation and waIves any other venue to which It might be
entitled by virtue of domicile, habitual reSidence or otherwise
5 12 Attornevs' Fees In the event any legal action IS commenced to mterpret or to
enforce the terms of this Agreement or to collect damages as a result of any breach
thereof, the Party prevailing In any such action shall be entitled to recover against the
other Party all reasonable attorneys' fees and costs Incurred In such action
5 13 Severability If any term of this Agreement IS held by a court of competent
JUrisdiction to be Invalid, vOid or unenforceable, the remainder of the provIsions shall
continue In full force and effect unless the rights and obligations of the Parties are
materially altered or abridged by such Invalidation, vOiding or unenforceablllty
5 14 Entire Agreement. Exhibits This Agreement, together with the Promissory Note,
the ASSignment Agreement, and the additional documents referenced herein contains
the entire agreement between the Parties with respect to the subject matter hereof, and
supersedes all prior oral or written agreements between the Parties with respect
thereto Exhibits A through C attached hereto are Incorporated herein by this
reference
5 15 Counterparts This Agreement may be executed In multiple counterparts, each
of which shall be an original and all of which together shall constitute one and the same
Instrument
5 16 Cltv Status Borrower recognizes and agrees that City IS not a commercial
lending Institution, but a mUnicipal corporation exerclsmg ItS authority to protect the
public health, safety and welfare Any duties or obligations which a commercial lending
Institution may have to Borrower shall not apply to this transaction except as set forth
herein or In the Promissory Note or as otherwise reqUired by law
SIGNA TURES ON FOLLOWING PAGE
13
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IN WITNESS WHEREOF, the PartIes have executed thIs Agreement as of the
date first wntten above
DEVELOPER
EDEN HOUSING, INC , a CalifornIa nonprofit
publIc benefit corporation
By
LInda Mandollnl, ExecutIve Director
CITY
CITY OF DUBLIN,
a mUnicipal corporation
By
RIchard C Ambrose
CIty Manager
ATTEST
By
CIty Clerk
APPROVED AS TO FORM
By
CIty Attorney
14
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Exhibit A
PREDEVELOPMENTBUDGET
Predevelopment Loan Proceeds shall be disbursed to Borrower for Borrower's share of
the following costs Incurred atter October 15, 2007, (the filing date of the Arroyo Vista
Tenant Association laWSUit (Case No RG07351015)), and which are necessary to
secure HUD approval ot the DISposition ApplicatIon and environmental approval
(1) $186,OOOCosts Incurred by the City and the Authonty (I) In connection with
environmental review pursuant to Sections 2 10 at the DDA, but
only atter Borrower's 50% share otthe $175,000 depOSit has been
spent and (II) Transactional Costs (as defined In Section 2 11 ot the
DDA) Incurred by the City and the Authonty pursuant to Section
211 otthe DDA,
(2) $ 75,000Costs Incurred by Borrower for predevelopment actIVIties tor the Project,
Including but not limited to, fees tor
o Architects
o CIvil Engineers
o Landscape Architects
o AppraIsals
o Dublin San Ramon ServIces Dlstnct Fees
o Borrower's Legal Counsel
(3) $64,000
Reimbursement of the unspent portion of Borrower's share of the
Initial DepOSit as of October 15, 2007, provIded, however, that this
Ime Item shall only be disbursed It the Project does not proceed
due, In whole or In part, to the Arroyo Vista Tenant Association
laWSUit In the event such laWSUit IS dIsmissed With preJudice, the
funds allocated for thIS line Item may be used for Items (1) and (2)
$325,000
MaXimum Predevelopment Loan Amount (total of (1)-(3))
1
lE)(hlulbni A tto Attachlment ~
}S tj 3/
PROMISSORY NOTE
Dublin, California
,2007
$325,000
FOR VALUE RECEIVED, Eden Housing, Inc., a California nonprofit public
benefit corporation ("Borrower"), promises to pay to the City of Dublin, a municipal
corporation ("City"), in lawful money of the United States of America, the principal
sum of Three Hundred Twenty-Five Thousand Dollars ($325,000) or so much thereof
as may be advanced by City from time to time pursuant to the Predevelopment Loan
Agreement referred to below in the manner provided below.
This promissory note (this "Note") has been executed and delivered pursuant
to and in accordance with the terms and conditions of the Predevelopment Loan
Agreement, dated as of the date hereof, by and between Borrower and City (the
"Loan Agreement"), and is subject to the terms and conditions of the Loan
Agreement, which are by this reference incorporated herein and made a part hereof.
Capitalized terms used but not defined herein shall have the meaning ascribed to
such terms in the Loan Agreement.
This Note is secured by an assignment of agreements, reports, plans,
specifications and approvals pursuant to that certain Assignment Agreement dated
as of the date hereof, executed by Borrower as Assignor in favor of City. City shall
be entitled to the benefits of the security provided by the Assignment Agreement and
shall have the right to enforce the covenants and agreements of Borrower contained
in the Loan Agreement. Upon Borrower's acquisition of title to a portion of the
Property ("Borrower's Property") for the Project, this Note shall be secured by a
deed of trust executed by Borrower in favor of the City as beneficiary and recorded
against Borrower's Property (the "Deed of Trusf').
1. PAYMENTS
1.1 MATURITY DATE; INTEREST. The entire principal balance
outstanding under this Note shall be due and payable in full on the third (3rd)
anniversary of the date first written above ("Maturity Date") unless the term of this
Note is extended by mutual written agreement of the Parties or City forgives this
Note pursuant to the terms and conditions set forth in Section 1.7 of the Loan
Agreement; provided however, the Parties agree that if the City provides
construction and/or permanent financing for the Project prior to the Maturity Date, the
outstanding balance of the Predevelopment Loan shall be repaid with the proceeds
of such financing on the date such financing is provided. Provided that Borrower is
not in default under the Loan Agreement, the DDA, or the Assignment Agreement,
no interest shall accrue on the outstanding principal balance due under this Note.
1.2 PREPAYMENT. Borrower may, without premium or penalty, at
any time and from time to time, prepay all or any portion of the outstanding principal
Attachment 2 to the Resolution
r1fJ
balance due under this Note. Prepayments shall be applied first to any unpaid late
charges and other costs and fees then due and then to principal. In no event shall
any amount due under this Note become subject to any rights of offset, deduction or
counterclaim on the part of Borrower.
1.3 MANNER OF PAYMENT. All payments of principal on this Note
shall be made by certified or bank cashier's check to City at 100 Civic Plaza, Dublin,
California 94568 or such other place as City shall designate to Borrower in writing,
or by wire transfer of immediately available funds to an account designated by City in
writing.
2. DEFAULTS
2.1. EVENTS OF DEFAULT. The occurrence of anyone or more of
the following events shall constitute an event of default hereunder ("Event of
Default"):
(a) Borrower fails to pay when due the principal and interest
payable hereunder and such failure continues for ten (10) days after City notifies
Borrower thereof in writing.
(b) Pursuant to or within the meaning of the United States
Bankruptcy Code or any other federal or state law relating to insolvency or relief of
debtors ("Bankruptcy Law"), Borrower shall (i) commence a voluntary case or
proceeding; (ii) consent to the entry of an order for relief against it in an involuntary
case; (Hi) consent to the appointment of a trustee, receiver, assignee, liquidator or
similar official; (iv) make an assignment for the benefit of its creditors; or (v) admit in
writing its inability to pay its debts as they become due.
(c) A court of competent jurisdiction enters an order or
decree under any Bankruptcy Law that (i) is for relief against Borrower in an
involuntary case, (ii) appoints a trustee, receiver, assignee, liquidator or similar
official for Borrower or substantially all of Borrower's assets, or (iii) orders the
liquidation of Borrower, and in each case the order or decree is not dismissed within
60 days.
(d) An Event of Default is declared under the DDA, the Loan
Agreement, or the Assignment Agreement after expiration of the applicable notice
and cure periods provided in such documents.
(e) Borrower fails to use Predevelopment Loan Proceeds in
accordance with the Loan Agreement or Borrower's request for disbursement.
2.2. REMEDIES. Upon the occurrence of an Event of Default
hereunder, City may, at its option (i) by written notice to Borrower, declare the entire
unpaid principal balance of this Note, together with all accrued interest thereon,
immediately due and payable regardless of any prior forbearance, (ii) exercise any
and all rights and remedies available to it under applicable law, and (iii) exercise any
and all rights and remedies available to City pursuant to the Loan Agreement or the
Assignment Agreement. Borrower shall pay all reasonable costs and expenses
incurred by or on behalf of City including, without limitation, reasonable attorneys'
2
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fees, incurred in connection with City's enforcement of this Note and the exercise of
any or all of its rights and remedies hereunder.
2.3. DEFAULT RATE. During any time that Borrower is in default
under this Note, interest shall accrue on the outstanding principal balance at the rate
often percent (10%) per annum (the "Default Rate"). When Borrower is no longer in
default, the Default Rate shall no longer apply. Notwithstanding the foregoing
provisions, if the interest rate charged exceeds the maximum legal rate of interest,
the rate shall be the maximum rate permitted by law. The imposition or acceptance
of the Default Rate shall in no event constitute a waiver of a default under this Note
or prevent City from exercising any of its other rights or remedies.
3. MISCELLANEOUS
3.1. WAIVER; AMENDMENT. The rights and remedies of City under
this Note shall be cumulative and not alternative. No waiver by City of any right or
remedy under this Note shall be effective unless in a writing signed by City. Neither
the failure nor any delay in exercising any right, power or privilege under this Note
will operate as a waiver of such right, power or privilege, and no single or partial
exercise of any such right, power or privilege by City will preclude any other or
further exercise of such right, power or privilege or the exercise of any other right,
power or privilege. No notice to or demand on Borrower will be deemed to be a
waiver of any obligation of Borrower or of the right of City to take further action
without notice or demand as provided in this Note. Borrower hereby waives
presentment, demand, protest, notices of dishonor and of protest and all defenses
and pleas on the grounds of any extension or extensions of the time of payment or of
any due date under this Note, in whole or in part, whether before or after maturity
and with or without notice. There shall be no amendment to or modification of this
Note except by written instrument executed by Borrower and City.
3.2. NOTICES. Any notice required or permitted to be given
hereunder shall be given in accordance with Section 5.3 of the Loan Agreement.
3.3. SEVERABILITY. If any provision in this Note is held invalid or
unenforceable by any court of competent jurisdiction, the other provisions of this
Note will remain in full force and effect. Any provision of this Note held invalid or
unenforceable only in part or degree will remain in full force and effect to the extent
not held invalid or unenforceable.
3.4 GOVERNING LAW. This Note shall be construed and enforced
in accordance with the laws of the State of California without regard to principles of
conflicts of laws. The Parties consent to the jurisdiction of any federal or state court
in the jurisdiction in which the Property is located (the "Property Jurisdiction").
Borrower agrees that any controversy arising under or in relation to this Note shall be
litigated exclUSively in courts having jurisdiction in the Property Jurisdiction.
Borrower irrevocably consents to service, jurisdiction, and venue of such courts for
any such litigation and waives any other venue to which it might be entitled by virtue
of domicile, habitual residence or otherwise.
3
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3.5 PARTIES IN INTEREST. This Note shall bind Borrower and its
successors and assigns and shall accrue to the benefit of City and its successors
and assigns.
3.6 SECTION HEADINGS. CONSTRUCTION. The headings of
Sections in this Note are provided for convenience only and will not affect its
construction or interpretation.
3.7 RELATIONSHIP OF THE PARTIES. The relationship of
Borrower and City under this Note is solely that of borrower and lender, and the loan
evidenced by this Note and secured by the Assignment Agreement will in no manner
make City the partner or joint venturer of Borrower.
3.8 TIME IS OF THE ESSENCE. Time is of the essence with
respect to every provision of this Note.
3.9 NONRECOURSE.
(a) Prior to recordation of the Deed of Trust against Borrower's Property,
this Note shall be fully recourse against the Borrower and any judgment or execution
thereof entered in any action, legal or equitable, on this Note may be enforced
personally against the Borrower
(b) Following the recordation of the Deed of Trust against Borrower's
Property, except as expressly provided in this Section 3.9, neither Borrower nor its
partners, if any, shall have personal liability for payment of the principal of, or interest
on, this Note, and the sole recourse of City with respect to the payment of the
principal of, and interest on, this Note shall be to the Project and Borrower's Property
and any other collateral held by City as security for this Note; provided however,
nothing contained in the foregoing limitation of liability shall:
(A) impair the enforcement against all such security for the Predevelopment
Loan of all the rights and remedies of the City under the Deed of Trust and any
financing statements City files in connection with the Predevelopment Loan as each of
the foregoing may be amended, modified, or restated from time to time;
(B) impair the right of City to bring a foreclosure action, action for specific
performance or other appropriate action or proceeding to enable City to enforce and
realize upon the Deed of Trust, the interest in the Project and Borrower's Property
created thereby and any other collateral given to City in connection with the
indebtedness evidenced hereby and to name the Borrower as party defendant in any
such action;
(C) be deemed in any way to impair the right of the City to assert the unpaid
principal amount of the Predevelopment Loan as a demand for money within the
meaning of Section 431.70 of the California Code of Civil Procedure or any
successor provision thereto;
(D) constitute a waiver of any right which City may have under any bankruptcy
law to file a claim for the full amount of the indebtedness owed to City hereunder or
to require that the Project and Borrower's Property shall continue to secure all of the
4
c201 ~J I
indebtedness owed to City hereunder in accordance with this Note and the Deed of
Trust; or
(E) limit or restrict the ability of City to seek or obtain a judgment against
Borrower to enforce against Borrower and its general partners, if any, to:
(1) recover under Section 3.2 of the Loan Agreement (pertaining to
Borrower's indemnification obligations), or
(2) recover from Borrower and its general partners, if any,
compensatory damages as well as other costs and expenses incurred by City
(including without limitation attorney's fees and expenses) arising as a result
of the occurrence of any of the following:
(a) any fraud or material misrepresentation on the part of the
Borrower or any general partner thereof, or any officer, director or
authorized representative of Borrower in connection with the request
for or creation of the Predevelopment Loan, or in any Predevelopment
Loan document, or in connection with any request for any action or
consent by City in connection with the Predevelopment Loan;
(b) any failure to maintain insurance on Borrower's Property and
the Project as required pursuant to the Predevelopment Loan
documents;
(c) failure to pay taxes, assessments or other charges which
may become liens on Borrower's Property or the Project;
(d) the presence of hazardous or toxic material or waste on
Borrower's Property or the Project or other violation of the Borrower's
obligations- under of the Loan Agreement, the DDA or the Deed of Trust
pertaining to environmental matters;
(e) the occurrence of any act or omission of Borrower that
results in waste to or of the Borrower's Property or the Project and
which has a material adverse effect on the value of the Project or
Borrower's Property;
(f) the material misapplication of the Predevelopment Loan
Proceeds;
(g) the removal or disposal of any personal property or fixtures
or the retention of rents, insurance proceeds, or condemnation awards
in violation of the Deed of Trust; and
(h) the material misapplication of the proceeds of any insurance
policy or award resulting from condemnation or the exercise of the
power of eminent domain or by reason of damage, loss or destruction
to any portion of the Project or Borrower's Property.
5
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IN WITNESS WHEREOF, Borrower has executed and delivered this Note as
of the date first written above.
BORROWER
Eden Housing, Inc., a California nonprofit
public benefit corporation
By:
Linda Mandolini
Executive Director
6
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ASSIGNMENT OF AGREEMENTS, PLANS AND SPECIFICATIONS
FOR VALUE RECEIVED, effective as of ,2007 (the "Effective
Date"), Eden Housing, Inc., a California nonprofit public benefit corporation
("Assignor") hereby assigns and grants to the City of Dublin, a municipal corporation
(the "City") all of its right, title and interest in and to all of the following but (i) only as to
the following documents that have been paid for with Predevelopment Loan Proceeds,
or if only a portion of a document has been paid for with Predevelopment Loan
Proceeds then only that portion of such document paid for with Predevelopment Loan
Proceeds; and (ii) only for those contracts and agreements in which Assignor as the
developer and the Contractor (other than Citation) are the sole parties (all of which
hereafter shall collectively be referred to as the "Assigned Documents").
(A) All architectural, design, engineering, consulting and construction
. contracts, and any and all amendments, modifications, supplements,
addenda and general conditions thereto (collectively "Agreements"),
heretofore or hereafter entered into by Assignor and any architect,
engineer, analyst, contractor or other person or entity ("Contractor") in
connection with the preparation of plans, specifications, studies, analyses,
drawings or any other similar service related to the Property, the Project,
or the improvements existing or to be installed or constructed on the
Property (the "Improvements"); and
(B) All reports, analyses, studies, plans and specifications, shop drawings,
working drawings, amendments, modifications, changes, supplements,
general conditions and addenda thereto (collectively "Reports, Plans and
Specifications") heretofore or hereafter prepared by or for Assignor or its
agents, employees or any Contractor with respect to the Property, the
Project or the Improvements.
In addition, the parties hereto agree as follows:
1. This Assignment of Agreements, Plans, and Specifications (this
"Assignment Agreement") is made pursuant to that certain Predevelopment Loan
Agreement executed by and between Assignor and City dated as of the date hereof (the
"Loan Agreement"). Capitalized terms used without definition herein shall have the
meaning ascribed to such terms in the Loan Agreement.
2. This Assignment Agreement is made to secure: (a) payment to the City of
all sums now or hereafter owing under the Promissory Note dated as of the date hereof
made by Assignor for the benefit of City, and any and all additional advances,
modifications, extensions, renewals and amendments thereof; and (b) payment and
performance by Assignor of all its obligations under the Loan Agreement.
Attachment 3 to the Resolution
J'S ~31
3. Assignor hereby irrevocably appoints City as its attorney-in-fact (which
agency is coupled with an interest) upon the occurrence of an Event of Default by
Assignor under the Loan Agreement, to demand, receive, and enforce any and all of
Assignor's rights with respect to the Assigned Documents, and to perform any and all
acts in the name of Assignor or in the name of the City with the same force and effect
as if performed by Assignor in the absence of this Assignment Agreement.
4. Assignor agrees to obtain from each Contractor and deliver to City a duly
executed Consent substantially in the form attached hereto as Exhibit A. Assignor
represents and warrants to City that no previous assignment of its respective rights or
interest in or to any of the Assigned Documents has been made. So long as the City
holds or retains any interest under the Loan Agreement or the Promissory Note,
Assignor agrees not to assign, sell, pledge, transfer, mortgage, or hypothecate its rights
or interest in any of the Assigned Documents without prior written approval of the City.
The City shall be deemed to have approved any assignment of the Assigned
Documents to a senior lender provided that City has approved such senior lender.
5. This Assignment Agreement shall be binding upon and inure to the benefit
of the heirs, legal representatives, assigns, and successors-in-interest of Assignor and
the City; provided, however, this shall not be construed and is not intended to waive the
restrictions on assignment, sale, transfer, mortgage, pledge, hypothecation or
encumbrance by Assignor contained in the Loan Agreement or the DDA.
6. Unless an Event of Default (as defined in the Loan Agreement) shall have
occurred, Assignor shall be entitled (subject to the provisions of Section 4 above) to
enjoy and enforce all of its rights under the Assigned Documents. If such an Event of
Default occurs and City gives written notice to any Contractor who is a party to any
Assigned Document referring to this Assignment Agreement and stating that such an
Event of Default has occurred and that City intends to exercise its rights hereunder (an
"Exercise Notice"), then City shall be entitled thereafter to enjoy and enforce all of the
rights of Assignor under such Assigned Document and shall become bound to perform
all future obligations of Assignor thereunder, it being understood that in no event shall
City be liable for payments or costs relating to any work which any Contractor has
performed prior to the date of City's delivery of such Exercise Notice. Unless and until
such Exercise Notice is given, City shall not be obliged to perform any of the obligations
of Assignor under the Assigned Documents. .
7. Assignor represents and warrants that to the best of its knowledge after
reasonable inquiry, there are no defaults under any Assigned Document by any party
thereto.
8. Assignor further represents and warrants that all sums due and owing to
any Contractor to date under any Assigned Document have been duly paid in full,
except to the extent deferral of such sums is allowed pursuant to such Assigned
Document.
9. City may assign its rights under this Assignment Agreement, and the
Assigned Documents, and the rights and obligations of any assignee of City shall be the
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02G 131
same as provided herein as to City and Contractor. City may, in its discretion, make
any such assignment to a third party, with the consent of the Contractor who is a party
to such Assigned Documents, provided such consent shall not be unreasonably
withheld, conditioned or delayed.
10. This Assignment Agreement shall not be deemed to release or affect in
any way the obligations of Assignor to any Contractor under the Assigned Documents.
11. Assignor is executing this Assignment Agreement to induce City to enter
into and disburse f~nds pursuant to the Loan Agreement, and Assignor understands
that City would not do so but for the execution and delivery of this Assignment
Agreement by Assignor.
12. Notices. Except as othelWise specified herein, all notices to be sent
pursuant to this Assignment Agreement shall be made in writing, and sent to the parties
at their respective addresses specified below (or in the case of Contractor, to the
address specified in the Consent attached hereto) or to such other address as a party
may designate by written notice delivered to the other parties in accordance with this
Section. All such notices shall be sent by:
(i) personal delivery, in which case notice is effective upon delivery;
(ii) certified or registered mail, return receipt requested, in which case
notice shall be deemed delivered on receipt if delivery is confirmed by a return
receipt;
(iii) nationally recognized overnight courier, with charges prepaid or
charged to the sender's account, in which case notice is effective on delivery if
delivery is confirmed by the delivery service;
(iv) facsimile transmission, in which case notice shall be deemed delivered
upon transmittal, provided that (a) a duplicate copy of the notice is promptly
delivered by first.class or certified mail or by overnight delivery, or (b) a
transmission report is generated reflecting the accurate transmission thereof.
Any notice given by facsimile shall be considered to have been received on the
next business day if it is received after 5:00 p.m. recipient's time or on a
nonbusiness day.
CITY:
City of Dublin
100 Civic Plaza
Dublin, CA 94568
Attention: City Manager
3
~'1J{ 3/
ASSIGNOR:
Eden Housing, Inc.
409 Jackson Street
Hayward, CA 94544-1567
Attention: Executive Director
13. Amendments.. This Assignment Agreement may be modified only by a
written instrument signed by the Parties.
14. Further Assurances. The Parties shall execute, acknowledge and deliver to
the other such other documents and instruments, and take such other actions, as either
shall reasonably request as may be necessary to carry out the intent of this Assignment
Agreement.
15. Parties Not Co-Venturers. Nothing in this Assignment Agreement is intended
to or shall establish the Parties as partners, co-venturers, or principal and agent with
one another.
16. Action by the Citv. Except as may be otherwise specifically provided herein,
whenever any approval, notice, direction, consent or request by the City is required or
permitted under this Assignment Agreement, such action shall be in writing, and such
action may be given, made or taken by the City Manager or by any person who shall
have been designated by the City Manager, without further approval by the City Council
unless the City Manager determines that such matter requires the consent of the City
Council.
17. Non-Liabilitv of Citv and City Officials. Employees and Aaents. No member,
official, employee or agent of the City shall be personally liable to Assignor, or any
successor in interest, in the event of any default or breach by the City, or for any
amount of money which may become due to Assignor or its successor or for any
obligation of City under this Assignment Agreement.
18. No Third Partv Beneficiaries. There shall be no third party beneficiaries to
this Assignment Agreement.
19. Headinas: Construction. The headings of the sections and paragraphs of
this Assignment Agreement have been inserted for convenience only and shall not be
used to construe this Assignment Agreement. The language of this Assignment
Agreement shall be construed as a whole according to its fair meaning and not strictly
for or against any Party. Time is of the essence in the performance of this Assignment
Agreement.
20. Governina Law: Venue. This Assignment Agreement shall be construed in
accordance with the laws of the State of California without regard to principles of
conflicts of law. The Parties consent to the jurisdiction of any federal or state court in
the jurisdiction in which the Property is located (the "Property Jurisdiction"). Assignor
agrees that any controversy arising under or in relation to this Agreement shall be
4
)2 ~3'
litigated exclusively in courts having jurisdiction in the Property Jurisdiction. Assignor
irrevocably consents to service, jurisdiction, and venue of such courts for any such
litigation and waives any other venue to which it might be entitled by virtue of domicile,
habitual residence or otherwise.
21. Attornevs' Fees. If any claim, at law or otherwise is made by either Party, the
prevailing party or the nondefaulting party, as the case may be, shall be entitled to its
costs and reasonable attorneys' fees.
22. Severabilitv. If any term of this Assignment Agreement is held by a court of
competent jurisdiction to be invalid, void or unenforceable, the remainder of the
provisions shall continue in full force and effect unless the rights and obligations of the
Parties are materially altered or abridged by such invalidation, voiding or
unenforceability.
23. Counterparts. This Assignment Agreement may be executed in multiple
counterparts, each of which shall be an original and all of which together shall constitute
one agreement.
SIGNATURES ON FOllOWING PAGE.
5
;tCJ ~31
IN WITNESS WHEREOF, Assignor and City have duly executed this Assignment
Agreement effective as of the date first above written.
CITY:
CITY OF DUBLIN,
a municipal corporation
By:
Name:
City Manager
ATTEST:
By:
City Clerk
APPROVED AS TO FORM:
By:
City Attorney
ASSIGNOR:
EDEN HOUSING, INC.,
a California nonprofit public benefit corporation
By:
Its:
6
30 ~31
Exhibit A
CONSENT
This Consent ("Consent") is executed effective as of , 20_, pursuant to
that certain Assignment of Agreements, Plans and Specifications ("Assignment Agreement")
executed by and between Eden Housing, Inc., a California nonprofit pUblic benefit corporation
("Assignor") and the City of Dublin, a municipal corporation (the "City") dated as of
,2007. Unless otherwise defined herein, capitalized terms used in this Consent
shall have the meanings given them in the Assignment Agreement.
The undersigned architect, en.,9ineer, contractor and/or Contractor ("Contractor") hereby
consents to the Assignment Agreement and the assignments contemplated thereby, and hereby
waives all provisions in the Assigned Documents to which Contractor is a party which would
impair, hinder or prevent the making of any such assignment by Assignor to City or the
enforcement thereof by City.
Contractor agrees that if, at any time, the City shall, pursuant to its rights under the
Assignment Agreement deliver an Exercise Notice to Contractor, then provided that Contractor
has received, receives or continues to receive the compensation called for under the Assigned
Documents to which Contractor is a party, the City may, at its option, use and rely upon the
Reports, Plans and Specifications for the purposes for which they were prepared, and
Contractor will continue to petform its obligations under the Assigned Documents to which
Contractor is a party for the benefit and account of the City in the same manner as if petformed
for the benefit or account of Assignor in the absence of the Assignment Agreement. Contractor
agrees that it shall rely conclusively upon any Exercise Notice given to Contractor by City, and
Contractor agrees to be bound by such Exercise Notice.
By its execution of this Consent, Contractor agrees to look solely to Assignor and its
successors in interest for petformance of Assignor's obligations under the Assigned Documents
to which Contractor is a party unless and until Contractor shall have received an Exercise
Notice from City.
Contractor agrees that, after the occurrence of an Event of Default under the Loan
Agreement and the giving of an Exercise Notice by City, Contractor will petform all of its
obligations under the Assigned Documents to which Contractor is a party, City being liable to
pay the costs thereof relating to any services performed at the direction of City after the giving of
the Exercise Notice. However, City is not and will in no event become liable for any costs,
charges, expenses and liabilities incurred under the Assigned Documents or otherwise unless it
has given the Exercise Notice (and, if it has given the Exercise Notice, City will not become
liable for any such costs, charges or expenses incurred prior to the giving of such Exercise
Notice), and the fact that Assignor may not have paid and/or may be unable to pay any such
costs, charges, expenses or liabilities may not be asserted by Contractor as a defense to its
obligations to perform services for City as set forth herein.
Contractor agrees that, notwithstanding anything hereinabove contained or contained in
the Assigned Documents to the contrary, City will have the right to receive and to use (without
cost to City) any and all Reports, Plans and Specifications relating to the Property, the Project or
the Improvements, as the same may be amended or modified from time to time, which
1
Exhibit A to Attachment 3
3{ aj 3/
Contractor may own or have the right to use and to grant others the right to use. Contractor
further agrees that, upon the written request of City (whether or not any Event of Default has
occurred), it will execute and deliver a certification confirming City's rights with respect to such
Reports, Plans, and Specifications as City from time to time may reasonably request.
Contractor agrees that for so long as the Assignment Agreement is effective, if Assignor
defaults in making any required payment or in performing any other obligation under any
Assigned Document to which Contractor is a party, Contractor shall give prompt written notice
thereof to City. Unless and until such notice is given to City, and for a period of 15 business
days thereafter, Contractor shall not exercise any of its rights or remedies against Assignor
under the Assigned Documents (including, without limitation, the right to terminate any Assigned
Document or to stop work thereunder). After such notice is given and for a period of 15
business days thereafter, City may, at its option, cure (but shall have no obligation to cure) any
such default by Assignor and, if such default is so cured during such notice period, Contractor
shall continue performance under the Assigned Documents to which such Contractor is a party.
Contractor represents and warrants that (i) the Assigned Documents to which Contractor
is a party are in full force and effect, and to Contractor's knowledge there are no defaults
thereunder by any party thereto; (ii) Contractor has made no assignment of any Assigned
Document to which Contractor is a party or of its rights thereunder (other than to City); and (iii)
there presently exists no unpaid claims presently due to Contractor, except as disclosed in
writing to the City, arising in connection with the performance of Contractor's obligations under
the Assigned Documents to which Contractor is a party. Contractor agrees that for so long as
the Assignment Agreement is effective, Contractor shall not assign its rights or interest in any of
the Assigned Documents (absent the prior written consent of City) to any entity other than a
lender whose loan is secured by the Property, the Project or the Improvements with the prior
written approval of the City.
IN WITNESS WHEREOF, Contractor has duly executed this Consent as of the date first written
above.
CONTRACTOR
By: Contractor's Address:
Its: Telephone:
Facsimile:
2 Exhibit A to Attachment 3