HomeMy WebLinkAboutRDA 03 HOUSING ASSIST 08-15-05
A G END A REPORT
Agenda Item RDA 3
Reviewed: II ~
City Manager ~
Finance Director lL,tJ~
MEETING DATE:
AUGUST 15, 2005
FROM:
WILLIAM A. HUSTON, EXECUTIVE DIRECTOR
REDEVELOPMENT AGENCY STAFF
TO:
SUBJECT:
APPROVAL OF AMENDMENT NO.1 TO THE AFFORDABLE HOUSING
ASSISTANCE AGREEMENT FOR THE REDEVELOPMENT OF PROPERTY
LOCATED AT 16506 NEWPORT AVENUE
SUMMARY
Agency approval is requested for Amendment No.1 to the Affordable Housing
Assistance Agreement for the residential condominium project identified as "Arbor Walk"
being redeveloped adjacent to the South Central Project Area.
RECOMMENDATION
Staff recommends the Redevelopment Agency take the following action:
Approve Amendment No.1 to the Affordable Housing Assistance Agreement between
the Tustin Community Redevelopment Agency and Olson Urban Housing LLC for
redevelopment of the property located at 16506 Newport Avenue.
FISCAL IMPACT
The Agency assistance for the residential condominium project is $969,960 from
Redevelopment Agency Low and Moderate Income Housing Set-Aside Funds, as
previously approved by the Agency. No additional funds are requested in Amendment
No.1.
BACKGROUND
On February 17, 2004 the Agency approved an Affordable Housing Assistance
Agreement ("Agreement") for the residential condominium project at the property
located at 16506 Newport Avenue. The Agreement calls for the redevelopment of the
former Tustin Block property with sixty-three (63) for-sale residential units.
William Huston, Executive Director
Approval of Amendment No.1 - 16506 Newport Avenue
August 15, 2005
Page 2
The original Agreement requires the Olson Company to construct certain improvements
to the property including ten (10) affordable housing units to be restricted for sale to and
occupancy by Very Low and Moderate Income persons and families in compliance with
all provisions of the Agreement and with all "Conditions of Approval" stipulated by the
Tustin Planning Commission, the City Council and other applicable governmental
agencies having jurisdiction. The affordable units consist of four (4) Very Low-Income
units and six (6) Moderate Income units. Construction of the improvements is currently
underway and sale activities for the affordable units have been initiated.
The attached Amendment No.1 would make certain modifications to the Agreement,
the Affordable Housing Covenants and related documents in order to conform to the
lending requirements of Fannie Mae for sale of the loans to the secondary market and
also consistent with the documents as approved by the City on the John Laing Homes
and Lennar Homes projects. Also, like the Laing and Lennar documents, the
modifications will expand the security for the Agency's housing assistance loans to
reflect the difference between the fair market value of the properties and the affordable
housing purchase price of the units.
On December 1, 2003, the Tustin City Council adopted Resolution No. 03-130
approving a Mitigated Negative Declaration for the proposed Project including the
proposed Housing Assistance Agreement as required by the California Environmental
Quality Act. No further environmental clearance is needed for this recommended
action.
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Jim Draughon
Redevelopment Program Manager
S:IRDAIRDA reportlAgenda Report 08 16 2005 Olson Company Amendment No.1.doc
Attachments
AMENDMENT NO.1
TO
AFFORDABLE HOUSING ASSISTANCE AGREEMENT
By and Between the
TUSTIN COMMUNITY REDEVELOPMENT AGENCY
And
OLSON URBAN HOUSING, LLC, ADELA WARE LIMITED LIABILITY COMPANY
DATES:
,2005
2061051
AMENDMENT NO.1
TO AFFORDABLE HOUSING ASSISTANCE AGREEMENT
TillS AMENDMENT NO.1 TO AFFORDABLE HOUSING ASSISTANT
AGREEMENT ("Amendment No.1") is entered into as of , 2005 (the "Effective
Date"), by and between the TUSTIN COMMUNITY REDEVELOPMENT AGENCY, a State
agency organized for local purposes pursuant to Health and Safety Code Sections 33,000 et seq.
(the "Agency") and OLSON URBAN HOUSING, LLC, a Delaware Limited Liability Company
(the "Developer"), collectively, the Parties.
RECITALS
A. Agency and Developer entered into the Affordable Housing Assistant Agreement
dated March 1, 2004, (the "Agreement") that provided for Developer to develop and sell four
(4) housing units to Very Low Income Households and six (6) housing units to Moderate Income
Households.
B. The Agreement further provided for each prospective Owner-Occupier to execute
an applicable Affordable Housing Promissory Note that will be secured by a recorded Affordable
Housing Deed of Trust and to execute and record an Affordable Housing Covenant that, among
other things, requires the Unit to remain affordable for a period of forty-five (45) years.
C. The Parties desire to amend the subsection of the Agreement that describes the
Affordable Housing Promissory Note and to replace Attachment Nos. 14 and 15 with new
Attachment Nos. 14 and 15.
NOW, THEREFORE, for valuable consideration, and the mutual promises and covenants
herein, the parties agree as follows:
AGREEMENT
1.
Amendment of Subsection 12.1.2
Subsection 12.1.2 of the Agreement is hereby amended to read as follows:
12.1.2 The Developer shall only sell Affordable Housing Units to Owner-
Occupiers. The Developer shall cause each prospective Owner-
Occupier to execute an applicable Affordable Housing Promissory
Note to Agency that will be secured by the Affordable Housing
Deed of Trust. The forms of the Note and Deed of Trust are set
forth in Attachments 11, 12 and 13. The Affordable Housing
Promissory Note shall be in an amount not in excess of the
difference between the market sales price of the Unit and the
Affordable Housing Cost of such Unit. The Developer shall cause
2061051
the executed Affordable Housing Promissory Note to be delivered
to Agency through escrow for the purchase of the Affordable Unit,
and prior to Close of Escrow, the Affordable Housing Deed of
Trust shall be subordinate in priority only to the monetary lien of a
Purchase Money Deed of Trust also recorded at the time of close;
2.
Replacement of Attachment Nos. 14 and 15
Attachment Nos. 14 and 15 are hereby replaced with Attachment Nos. 14 and 15,
attached hereto as Exhibit "A" and incorporated herein by this reference.
3.
No Other Changes to the Agreement.
Except as amended herein, all other provisions of the Agreement remain in full
force and effect.
IN WITNESS WHEREOF, the Agency and the Developer have signed this Amendment
No.1 as of the date first written above.
AGENCY:
TUSTIN COMMUNITY
AGENCY
REDEVELOPMENT
Dated:
William A. Huston, City Manager
APPROVED AS TO FORM:
By:
Lois E. Jeffrey, Agency Counsel
DEVELOPER:
OLSON URBAN HOUSING, LLC, a Delaware
limited liability company
By: The Olson Company, a California
corporation, its Managing Member
By:
Its:
Dated:
By:
Its:
2
206105.1
EXHIBIT "A"
206105.1
ATTACHMENT NO. 14
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
Tustin Community Redevelopment Agency
300 Centennial Way
Tustin, California
Attention: Assistant Executive Director
Exempt From Recording Fee Pursuant to Government Code
Section 27383
AFFORDABLE HOUSING COVENANT
(Very Low Income)
THIS AFFORDABLE HOUSING COVENANT (this "Covenant") is made as of
, 200_, by (the
"Homeowner") in favor of the TUSTIN COMMUNITY REDEVELOPMENT AGENCY, a state
agency activated by the Tustin City Council pursuant to Health and Safety Code Section 33000 et.
seq. (together with its successors and assigns, the "Agency").
RECITALS
A. Homeowner has purchased a condominium located at
, Tustin, California, as such real property is more particularly described in
Exhibit "A" attached hereto (the "Unit"). The Unit is part of that certain housing development
known as "Arbor Walk" (the "Project").
B. Pursuant to that certain Affordable Housing Assistance Agreement between the
Agency and Olson Urban Housing, LLC, a Delaware Limited Liability Company (the "Developer"),
a memorandum of which has been recorded in the Official Records of the County of Orange, the
Developer is required to sell certain of the homes in the Project to "Very Low Income Households",
at an "Affordable Housing Cost for Very Low Income Households".
C. The Unit has been designated by the Developer as a Unit that is to be sold to a Very
Low Income Household.
D. Homeowner has represented to the Developer and the Agency that Homeowner and
Homeowner's household intend to reside in the Unit as the Homeowner's principal residence at all
times during the Homeowner's ownership of the Unit, that they will not rent the Unit to others, and
that they are a Very Low Income Household.
E. In order to enable Developer to sell the Unit to a Very Low Income Household, the
Agency agreed to accept as part payment of amounts owed by the Developer to the Agency a
promissory note executed by Homeowner (the "Affordable Housing Note") in connection with
Homeowner's purchase of the Unit. The Affordable Housing Note is, or shall be, secured by the
Affordable Housing Trust Deed.
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F. Pursuant to Health and Safety Code Section 33334.3, this Covenant shall run with the
land and shall be enforceable, against Homeowner and successors in interest, by the Agency or the
Community.
G. This Covenant is intended to benefit the parcel of land owned by the City of Tustin
located adjacent to the Project identified as the Fee Title to Newport Avenue granted to the City of
Tustin, as shown on the Map recorded February 17, 2005, Instrument No. 2005000126492, Book
864, Pages 35-38 for Tract No. 16506, a subdivision of Parcell, of Parcel Map No. 84-1029, as
shown on a map filed in Book 193, Pages 25 and 26 of Parcel Maps, in the Office of the County
Recorder, County of Orange, State of California ("Benefited Property"), and the obligations and
rights contained herein are intended to run with the land and to be subordinate to a "First Lien" (as
defined herein).
NOW, THEREFORE, for good and valuable consideration, the parties agree as follows:
1.
DEFINITIONS.
"Affordability Period" means that period of time commencing upon the Date of this
Covenant and terminating on the forty-fifth (45th) anniversary of such date.
"Affordable Housing Cost" for an Affordable Housing Unit designated to be sold to, and
occupied by, a Very Low Income Household shall mean a price that does not exceed the Affordable
Monthly Housing Cost for a fanrily size appropriate for the Unit for Very Low Income Households.
The Affordable Housing Cost for an Affordable Housing Unit shall be calculated as of the date of
sale or resale of the Unit. For purposes of this Covenant, "family size appropriate for the Unit"
means two persons for a one bedroom house, three persons for a two bedroom house, four persons
for a three bedroom house, five persons for a four bedroom house, etc.
"Affordable Housing Cost for Very Low Income Households" means the cost per Unit for
Very Low Income Households as more particularly defined in Health and Safety Code Section
50052.5(b )(2) and as generally described herein as a price per Unit which results in Monthly Housing
Costs for the purchaser which shall not exceed one-twelfth of thirty percent (30%) times fifty percent
(50%) of the annual Orange County Median Income, adjusted for family size appropriate for the
Unit.
"Affordable Housing Note" means that promissory note executed by Homeowner as part of
Homeowner's purchase of the Unit from the Developer. The principal amount of the Affordable
Housing Note is an amount not in excess of the difference between an amount to be identified as of
the date of purchase and the Affordable Housing Cost for Very Low Income Households as of the
date of purchase.
"Affordable Housing Option Agreement" means the agreement attached hereto as
Exhibit "E.", that provides an option to purchase in favor of the Agency as provided in Section 7,
which option shall be exercisable in the event that the Homeowner of a Unit is in breach of the
Homeowner's obligations in this Covenant or in the event the due date of the Affordable Housing
Note is accelerated as the result of a Transfer by the Homeowner.
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206105.1
"Affordable Housing Trust Deed" means that certain deed of trust executed by Homeowner
which encumbers the Unit and secures the obligations of Homeowner and his or her successors and
assigns as provided in (a) this Covenant, (b) the Reimbursement Agreement attached hereto as
Exhibit "D", and (c) the Affordable Housing Note.
"Agency" means the Tustin Community Redevelopment Agency, and the Agency's
successors and assigns.
"City" means the City of Tustin, and the City's successors and assigns.
"Community" means the City of Tustin (Health and Safety Code Section 33002)
"County" means the County of Orange, California.
"Covenant" means this Affordable Housing Covenant.
"Date of this Covenant" means the date in the first paragraph of this Covenant.
"Default" means the failure of a party to perform any action or covenant required by this
Covenant within the time periods provided herein following notice and opportunity to cure.
"Developer" means Olson Urban Housing, LLC, a Delaware Limited Liability Company.
"First Lien" means the lien of a purchase money Lender which secures the obligations of the
Homeowner to repay amounts owed to the Lender.
"Homeowner'" means the person or persons set forth in the first paragraph of this Covenant,
and his, her or their successors and assigns.
"Household" means all persons residing in a Unit.
"Legal Description" means the legal description of the Unit which is attached hereto as
Exhibit "A".
"Lender" means an institution making a purchase money loan to the Homeowner for the
purchase of the Unit.
"Monthly Housing Cost" means, for a Very Low Income Household purchasing the Unit, all
of the following associated with the Unit, estimated or known as of the date of the proposed sale of
the Unit: (i) principal and interest payments on a fixed interest rate mortgage loan, and any loan
insurance fees associated therewith; (ii) property taxes and assessments; (iii) fire and casualty
insurance covering replacement value of property improvements; (iv) any homeowner association
fees; and (v) a reasonable utility allowance. Monthly housing cost of a purchaser shall be an average
of estimated costs for the next twelve (12) month period.
"Notice of Intent to Transfer" means the Notice of Intent to Transfer attached hereto as
Exhibit "B".
"Permitted Transfer" means any Transfer which is permitted pursuant to Section 4 hereof.
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"Permitted Transferee" means a Transferee from the Homeowner or from any Pennitted
Transferee who acquires ownership of the Unit in full compliance with Section 4 hereof.
"Prohibited Transfer" means any Transfer which is not permitted pursuant to Section 4
hereof.
"Project" means that certain housing development in which the Unit is located.
"Reimbursement Agreement" means the Reimbursement Agreement to be executed by the
Homeowner in favor of the Agency, in the form attached hereto as Exhibit "E".
"Request for Notice" means the Request for Notice under Civil Code Section 2924b attached
hereto as Exhibit "C".
"Transfer" shall mean any sale, assignment, conveyance, lease or transfer, voluntary or
involuntary, of any interest in the Unit. Without limiting the generality of the foregoing, Transfer
shall include (i) a transfer by devise, inheritance or intestacy; (ii) the creation of a life estate; (iii) the
creation of a joint tenancy interest; (iv) a gift of all or any portion of the Unit; or (v) any voluntary
conveyance of the Unit.
"Transferee" shall mean any natural person or entity who obtains ownership rights in the
Unit pursuant to a Transfer.
"Unit" means that certain real property located at the street address set forth in Recital A and
legally described in the Legal Description.
"Very Low Income Household" a Household occupied by persons and families whose gross
income does not exceed the qualifying limits for very low income families set forth in Health and
Safety Code Section 50105.
2. COVENANT RE SALES OF UNIT. Homeowner covenants and agrees that,
during the Affordability Period, each subsequent resale of the Unit by the then-Homeowner thereof
shall be to a Very Low Income Household, at an Affordable Housing Cost for Very Low Income
Households. Homeowner further covenants and agrees that, during the Affordability Period, each
Homeowner shall abide by and be bound by all the obligations of Homeowner set forth in this
Covenant. Homeowner agrees that the obligations of Homeowner set forth in this Covenant shall be
secured by the Affordable Housing Trust Deed recorded concurrently with the recordation of this
Covenant.
HOMEOWNER AND EACH SUCCESSOR, HEIR OR ASSIGN OF HOMEOWNER
UNDERSTAND THAT THE DETERMINATION OF THE AFFORDABLE HOUSING COST
CAN BE MADE ONLY AT THE TIME OF A PROPOSED SALE OR OTHER TRANSFER,
TAKING INTO CONSIDERATION PREVAILING INTEREST RATES, THE OFFERED
TERMS OF SALE, THE ECONOMIC CIRCUMSTANCES OF THE PROPOSED
PURCHASER AND OTHER FACTORS THAT CANNOT BE ACCURA TEL Y PREDICTED,
AND THAT THE TRANSFER PRICE PERMITTED HEREUNDER MAY BE LESS THAN
THE FAIR MARKET VALUE OF THE SAME OR OTHER SIMILAR REAL PROPERTY
WHICH IS NOT ENCUMBERED BY THIS COVENANT. HOMEOWNER AND EACH
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206105.1
SUCCESSOR, HEIR OR ASSIGN OF HOMEOWNER FURTHER ACKNOWLEDGES
THAT AT ALL TIMES IN SETTING THE TRANSFER PRICE, THE PRIMARY
OBJECTIVE OF THE AGENCY AND THIS COVENANT IS TO PROVIDE HOUSING TO
VERY LOW INCOME HOUSEHOLDS AT AN AFFORDABLE HOUSING COST.
Homeowner's Initials
3. HOMEOWNER'S REPRESENTATIONS AND WARRANTIES AS TO THE
SALE OF THE UNIT TO HOMEOWNER. Homeowner represents and warrants to the Developer
and the Agency that the financial and other information which Homeowner has provided to the
Developer and the Agency with respect to Homeowner's income and the purchase price of the Unit
was true and correct at the time such information was provided, and remains true and correct as of
the date of this Covenant.
4.
PERMITTED TRANSFERS OF THE UNIT.
a. Notice Required for a Transfer. During the Affordability Period, the Unit,
and any interest therein, shall not be Transferred by the Homeowner except with the express written
consent of the Agency, which consent shall be given only if the Transfer is in strict compliance with
the provisions of this Section 4. Each Homeowner understands that appropriate transfers will be
permitted and neither the Agency nor the Lender may determine that transfers which result from
marriage, divorce, death of a spouse, or which are otherwise required to be permitted under
applicable Federal Law, provided that the transferee otherwise complies with Section 4(i), (ii), (iii),
(iv), (v) and (vi), constitute a Default under this Covenant or the Affordable Housing Trust Deed.
During the Affordability Period, in the event the then-Homeowner of the Unit desires to Transfer the
Unit, then prior to the Transfer such Homeowner shall notify the Agency by delivering a Notice of
Intent to Transfer to the Agency. Agency hereby agrees to permit Transfers of the Unit to proposed
Transferees ("Permitted Transferees") provided the Transfer satisfies all of the following
conditions:
i. Notice to Agency. The Homeowner shall send the Notice ofIntent to
Transfer to the Agency at the address set forth in Section 22 hereof. The Notice of Intent to Transfer
shall identify the proposed Transferee, certify that to the best knowledge of the Homeowner the
Transferee is a Very Low Income Household, certify that the sales price is no more than an
Affordable Housing Cost for Very Low Income Households, and shall include copies of the sales
contract, the grant deed or other document that is proposed to be used to effectuate the Transfer,
copies of documents verifying that the proposed Transferee is a Very Low Income Household
(including, but not limited to, documents verifying the income of the proposed Transferee) and all
other material documents related to the proposed Transfer.
ii. Qualification of Proposed Transferee. The proposed Transferee
shall provide and certify to the Agency such information as the Agency may request related to the
proposed Transfer in the form provided by the Agency, including without limitation: the Social
Security Number of the proposed Transferee; copies of the federal income tax returns filed by the
proposed Transferee for the prior two (2) calendar years; copies of the two most current wage
earning statements of the proposed Transferee; a certification as to the income and family size of the
proposed Transferee; the purchase price the Proposed Transferee intends to pay for the Unit; and a
206105.1
current appraisal reflecting the fair market value of the Unit on the assumption that the Unit is free
from the restrictions provided for in this Covenant. The proposed Transferee shall also submit to the
Agency an agreement by the Transferee to assume the obligations of a Homeowner of the Unit as set
forth in this Covenant in such form as the Agency may request.
iii. Certificates from Parties. The Homeowner and proposed
Transferee each shall certify in writing, in a form acceptable to the Agency, that the Transfer shall be
closed in accordance with, and only with, the terms of the sales contract and other documents
submitted to and approved by the Agency and that all consideration delivered by the proposed
Transferee to Homeowner has been fully disclosed to the Agency. The written certificate shall also
include a provision that in the event a Transfer is made in violation of the terms of this Covenant or
false or misleading statements are made in any documents or certificate submitted to the Agency for
its approval of the Transfer, the Agency shall have the right to file an action at law or in equity to
make the parties terminate and/or rescind the sales contract and/or declare the sale void
notwithstanding the fact that the Transfer may have closed and become final as between Homeowner
and its transferee.
iv. Agreement to Assume the Obligations of This Covenant. The
grant deed or other document effectuating the Transfer of the Unit shall include the following: (a)
references to this Covenant and the obligation of the Transferee to be bound by all the obligations of
Homeowner set forth in this Covenant, (b) a reference to the Affordable Housing Trust Deed, (c) a
reference to the Affordable Housing Option Agreement, (d) a reference to the due on sale provisions
of the Affordable Housing Note, (e) a reference to the Reimbursement Agreement and (f) a covenant
that will require the Transferee, and any successor or assign of the Transferee, to include in any
document Transferring the Unit a reference to this Covenant, the Affordable Housing Trust Deed, the
Affordable Housing Option Agreement, the Reimbursement Agreement, the due on sale provisions
of the Affordable Housing Note, and the obligation of the Transferee to be bound by the obligations
set forth in this Covenant, the Affordable Housing Trust Deed, the Affordable Housing Option
Agreement, the Reimbursement Agreement and the due on sale provisions of the Affordable Housing
Note.
v. Agreement to Increase Amount due on the Affordable Housing
Note. The Transferee must agree to increase the amount of the Affordable Housing Note to the
amount by which the fair market value of the Unit at the time of the closing of the Transfer is in
excess of the sum of the Affordable Housing Cost of such Unit as of the date of the closing of the
Transfer. Any interest that has accrued on the Affordable Housing Note as of the date of the closing
of the Transfer shall be deemed to be included in the increased principal amount of the Affordable
Housing Note, and interest shall begin accruing on the increased principal amount of the Affordable
Housing Note as of the date of the closing of the Transfer at the rate provided in the Affordable
Housing Note. Except for such increase in the principal amount of the Affordable Housing Note and
the reduction to zero of accrued interest due on the Affordable Housing Note, the Affordable
Housing Note, the Affordable Housing Trust Deed, the Affordable Housing Option Agreement and
the Reimbursement Agreement shall remain in full force and effect.
vi. The Agency's Title Policy. The Agency must receive a title policy,
in an amount equal to the amount then due on the Affordable Housing Note as increased as provided
in this Section 4, insuring the Affordable Housing Trust Deed as a monetary lien of second priority,
i.e., subordinate in priority among monetary liens only to the monetary lien of any First Lien
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recorded at the time of sale which First Lien shall secure an amount not in excess of the then
Affordable Housing Cost of the Unit.
vii. Spousal Transfers. Notwithstanding the foregoing provisions of
Section 4(a)(vi). in the event of a transfer to a spouse in a dissolution proceeding, the Agency shall
not require a new title policy, nor shall the Agency require reimbursement for its costs.
b. Notice of Prohibited Transfer. Within fifteen (15) calendar days after the
receipt by the Agency of the notices, documents and agreements referred to in Section 4(a), the
Agency shall determine and give notice to the Homeowner as to whether the proposed Transfer is a
Permitted Transfer or Prohibited Transfer. Transfers that result from marriage, divorce, or death of a
spouse, or that are otherwise required to be permitted under applicable Federal law, shall not be
deemed by the Agency as a Prohibited Transfer so long as the Transferee complies with this Section
4(i), (ii), (iii), (iv), (v) and (vi). In the event that the proposed Transfer is a Prohibited Transfer, such
notice to the Homeowner shall specify why the Transfer is a Prohibited Transfer. If the violation is
not corrected to the satisfaction of the Agency within ten (10) calendar days after the date of the
notice, or within such further time as the Agency determines is necessary to correct the violation, the
Agency may declare a Default under this Covenant. Upon the declaration of a Default, the Agency
may apply to a court of competent jurisdiction for specific performance of this Covenant, for an
injunction prohibiting a proposed sale or Transfer in violation of this Covenant, for a declaration that
the Prohibited Transfer is void, or for any such other relief as may be appropriate.
c. Delivery of Documents After the Closing. Upon the close of the proposed
Transfer, the transferor and the Transferee, as applicable, shall provide the Agency with a copy of the
final sales contract, settlement statement, escrow instructions, all certificates required by this
Section 4 and any other documents which the Agency may reasonably request.
d. Financings on Transfer. This Section 4 shall not prohibit the encumbering
of title for the sole purpose of securing financing of the purchase price of the Unit upon a Transfer
thereof; however, any such financing (i) must be a First Lien, (ii) must not be in excess of the
Affordable Housing Cost of such Unit as of date of the financing, and (iii) must be in compliance
with the Affordable Housing Trust Deed.
5.
ENCUMBRANCES.
a. Subordination. The provisions of this Covenant, the Affordable Housing
Note, the Affordable Housing Trust Deed, the Affordable Housing Option Agreement and the
Reimbursement Agreement shall be subordinate to any First Lien on the Unit that secures the
payment of a principal amount that is not in excess, as of the time the First Lien is recorded against
the Unit, of the Affordable Housing Cost of the Unit. Notwithstanding the fact that this Covenant,
the Affordable Housing Note, the Affordable Housing Trust Deed, the Affordable Housing Option
Agreement and the Reimbursement Agreement are subordinate to an appropriate First Lien, said fact
shall not in any manner modify the obligations from time to time existing between the Agency and
the Owner. The intent of this provision regarding subordination is that in the event of a foreclosure
of the First Lien or the recordation of a deed in lieu of foreclosure of the First Lien, this Covenant,
the Affordable Housing Note, the Affordable Housing Trust Deed, the Affordable Housing Option
Agreement and the Reimbursement Agreement shall no longer encumber the Unit and shall not be
binding upon the Lender or Lender's successors or assigns, but shall in all cases remain binding upon
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the Owner. The Agency shall execute such written instruments for the subordination of its rights
under this Covenant, the Affordable Housing Note, the Affordable Housing Trust Deed, the
Affordable Housing Option Agreement and the Reimbursement Agreement, as may reasonably be
requested by the Lender.
b. Request for Notice of Default. The Agency may cause a Request for Notice
to be recorded on the Unit subsequent to the recordation of the First Lien deed of trust or mortgage
requesting a statutory notice of Default as set forth in California Civil Code Section 2924b.
c. Further Encumbrances Prohibited. Homeowner agrees that he or she shall
not record or cause or permit the recordation of any deed of trust, mortgage, lien or other instrument
creating a security interest in or to the Unit (a "Further Encumbrance") other than a First Lien, the
Affordable Housing Trust Deed and the Affordable Housing Option Agreement.
6. REIMBURSEMENT AGREEMENT. Homeowner covenants and agrees to pay
timely any and all amounts due and payable on the obligations secured by the First Lien. At the time
of the close of escrow with respect to any Transfer, each Homeowner shall enter into a
Reimbursement Agreement, in the form attached hereto as Exhibit "D", which provides that the
Agency may make payments to cure a Default or delinquency of any obligation secured by the First
Lien, on the condition that the Homeowner agrees to reimburse the Agency for any payments made
to cure such Default or delinquency. The Homeowner's repayment obligations pursuant to the
Reimbursement Agreement shall be secured by the Affordable Housing Trust Deed.
7. OPTION TO ACQUIRE UNIT UPON DEFAULT OF OBLIGATIONS UNDER
THIS COVENANT. At the time of the close of escrow with respect to any Transfer, each
Homeowner shall enter into an Option Agreement, in the form attached hereto as Exhibit "E", which
grants to Agency an option to purchase the Unit in the event that the Homeowner is in Default of any
of his or her obligations under this Covenant.
8. USES. Homeowner covenants and agrees to devote, use and maintain the Unit in
accordance with this Covenant. All uses conducted on the Unit, including, without limitation, all
activities undertaken by the Homeowner pursuant to this Covenant, shall conform to all applicable
provisions of the Tustin Municipal Code, and the recorded documents pertaining to and running with
the Unit.
9.
NONDISCRIMINATION COVENANTS.
a. Homeowner covenants by and for himself or herself, and any successors in
interest, that there shall be no discrimination against or segregation of any person or group of persons
on account of race, color, creed, religion, sex, sexual orientation, marital status, national origin or
ancestry in the sale, lease, sublease, transfer, use, occupancy, tenure or enjoyment of the Unit, nor
shall the Homeowner or any person claiming under or through him or her 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 Unit. The
foregoing covenants shall run with the land.
206105.1
b.
RedeveloDment Law: Form of Nondiscrimination and Nonsegregation
Clauses.
Homeowner shall refrain from restricting the sale of the property on the basis
of the race, color, creed, religion, sex, sexual orientation, marital status, national origin or ancestry of
any person. All deeds, leases or contracts shall contain or be subject to substantially the following
non-discrimination or non-segregation clauses:
i. In deeds: "The grantee herein covenants by and for itself, its
successors and assigns, and all persons claiming under or through them, that there shall be no
discrimination against or segregation of, any person or group of persons on account of race, color,
creed, religion, sex, sexual orientation, marital status, national origin or ancestry in the sale, lease,
sublease, transfer, use, occupancy, tenure or enjoyment of the land herein conveyed, nor shall the
grantee itself or any person claiming under or through it, 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 in the land herein conveyed. The
foregoing covenants shall run with the land."
ii. In leases: "The lessee herein covenants by and for itself, its
successors and assigns, and all persons claiming under or through them, and this lease is made and
accepted upon and subject to the following conditions:
That there shall be no discrimination against or segregation of any person or group of persons, on
account ofrace, color, creed, religion, sex, sexual orientation, marital status, national origin or
ancestry in the leasing, subleasing, renting, transferring, use, occupancy, tenure or enjoyment of the
land herein leased, nor shall lessee itself, or any person claiming under or through it, establish or
permit 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."
In contracts: 'There shall be no discrimination against or segregation of any person
or group of persons on account of race, color, creed, religion, sex, sexual orientation, marital status,
national origin or ancestry in the sale, lease, sublease, transfer, use, occupancy, tenure or enjoyment
of the land, nor shall the transferee itself or any person claiming under or through it, 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.
10. MAINTENANCE OF UNIT. Homeowner shall maintain the improvements and
landscaping on the Unit in a manner consistent with community standards which will uphold the
value of the Unit, in accordance with the Tustin Municipal Code. Homeowner also agrees to comply
with all applicable federal, state and local laws.
11. OCCUPANCY STANDARDS. The Unit shall be used as the principal residence of
Homeowner and Homeowner's family and for no other purpose. Homeowner shall not enter into an
agreement for the rental or lease of the Unit, and Homeowner shall not otherwise rent or lease the
Unit. The maximum occupancy of the Unit shall not exceed three persons if the Unit is a one
bedroom home, five persons if the Unit is a two bedroom home, or seven persons if the Unit is a
three bedroom home. The Agency may grant a temporary waiver of the above requirements for good
9
206105.1
cause, in the Agency's sole and absolute discretion. Examples of situations which may result in the
grant of a temporary waiver include: (i) rental by Homeowner where necessary to accommodate a
mandatory job transfer required by Homeowner's employer (not including Homeowner, if
Homeowner is self-employed); (ii) rental necessitated by a medical or financial emergency, proof of
which emergency has been delivered to the Agency, and (iii) other situations which constitute a
"hardship" situation consistent with the intentions of this Covenant and the goal of the Agency to
have affordable Homeowner occupied homes in the Project. Homeowner shall, commencing upon
the first anniversary of the date of this Covenant first set forth above and on each succeeding
anniversary thereafter, submit to the Agency an affidavit of occupancy in the form provided by the
Agency.
12. EFFECT OF VIOLA nON OF THE TERMS AND PROVISIONS OF THIS
COVENANT.
a. In General. The covenants established in this Covenant shall, without regard
to technical classification and designation, be binding upon the Unit against which it is recorded and
the Homeowner thereof and its successors and/or assigns owning all or any interest therein, (a) for
the benefit and in favor of the Agency, its successors and assigns and (b) for the benefit of the
property described on Exhibit "A" to this Covenant, and the Agency, as the owner thereof and its
successors and assigns owning all, or any portion of such property. The covenants contained in this
Covenant shall remain in effect for the periods of time specified herein. The covenants against
discrimination shall remain in effect in perpetuity. The Agency is deemed the beneficiary of the
terms and provisions of this Covenant and of the covenants running with the land, for and in its own
rights and for the purposes of protecting the interests of the community and other parties, public or
private, in whose favor and for whose benefit this Covenant and the covenants running with the land
have been provided. This Covenant and the covenants herein shall run in favor of the Agency,
without regard to whether the Agency has been, remains or is a Homeowner of any land or interest
therein in the Unit or in the Project Area. The Agency shall have the right, if the Covenant or
covenants are breached, to exercise all rights and remedies, and to maintain any actions or suits at
law or in equity or other proper proceedings to enforce the curing of such breaches to which it or any
other beneficiaries of this Covenant and covenants may be entitled.
b. Notice of Default. Failure or delay by Homeowner to perform any term or
provision of this Covenant which is not cured within thirty (30) days after receipt of notice from the
Agency constitutes a Default under this Covenant; provided, however, if such Default is of the nature
requiring more than thirty (30) days to cure, Homeowner may avoid Default hereunder by
immediately commencing to cure within such thirty (30) day period, and thereafter diligently
pursuing such cure to completion. Failure or delay in giving notice by the Agency shall not
constitute a waiver of any Default, nor shall it change the time of Default.
c. Agency's Remedies. Upon the declaration of a Default, the Agency may (i)
apply to a court of competent jurisdiction for specific performance, for an injunction prohibiting any
act or omission in violation of this Covenant, or for any such other relief as may be appropriate, (ii)
exercise the Agency's rights under the Affordable Housing Trust Deed, including, without limitation,
foreclosure of the Unit, and (iii) pursue such other rights and remedies permitted under applicable
law.
10
206105.1
d. Prohibited Transfers Void. Any attempt by the Homeowner to make a
Prohibited Transfer of title to or any interest in the Unit in violation of this Covenant shall be
voidable by Agency.
13. INDEMNIFICATION. Homeowner shall defend, indemnify and hold harmless the
Agency and its officers, officials, agents, employees, representatives, and volunteers from and
against any loss, liability, claim, or judgment relating in any manner to the Homeowner's use of the
Unit or Homeowner's violation of this Covenant. The Homeowner shall remain fully obligated for
the payment of taxes, liens and assessments related to the Unit. There shall be no reduction in taxes
for Homeowner, nor any transfer of responsibility to the Agency to make such payments, by virtue of
this Covenant.
14. INSURANCE. Homeowner shall maintain, during the term of this Covenant, an
all-risk property insurance policy insuring the Unit in an amount equal to the full replacement value
of the structures on the Unit. The policy shall contain a statement of obligation on behalf of the
carrier to notify the Agency of any material change, cancellation or termination of coverage at least
thirty (30) days in advance of the effective date of such material change, cancellation or termination.
Homeowner shall transmit a copy of the certificate of insurance to the Agency within thirty (30) days
of the effective date of this Covenant, and Homeowner shall annually transmit to the Agency a copy
of the certificate of insurance, signed by an authorized agent of the insurance carrier setting forth the
general provisions of coverage. The copy of the certificate of insurance shall be transmitted to the
Agency at the address set forth in Section 22 hereof. Any certificate of insurance must be in a form,
content and with companies approved by the Agency.
15. TIME OF THE ESSENCE. Time is of the essence with respect to all provisions of
this Covenant in which a definite time for performance is specified; provided, however, that the
foregoing shall not be construed to limit or deprive a party of the benefits of any grace or use period
provided for in this Covenant.
16. NO WAIVER. No waiver of any provision or consent to any action under this
Covenant shall constitute a waiver of any other provision or consent to any other action, whether or
not similar. No waiver or consent shall constitute a continuing waiver or consent or commit a party
to provide a waiver in the future except to the extent specifically set forth in writing. Any waiver
given by a party shall be null and void if the party requesting such waiver has not provided a full and
complete disclosure of all material facts relevant to the waiver requested.
17. FURTHER ASSURANCES. Homeowner shall execute any further documents
consistent with the terms of this Covenant, including documents in recordable form, as the Agency
shall from time to time find necessary or appropriate to effectuate its purposes in entering into this
Covenant.
18. GOVERNING LAW. Homeowner hereby agrees to comply with all ordinances,
rules and regulations of the Agency. Nothing in this Covenant is intended to be, nor shall it be
deemed to be, a waiver of any Agency ordinance, rule or regulation. This Covenant shall be
governed by the laws of the State of California. Any legal action brought under this Covenant must
be instituted in the Superior Court of the County of Orange, State of California, or in the Federal
District Court in the Central District of California.
11
206105.1
19. AMENDMENT OF COVENANT. No modification, rescission, waiver, release or
amendment of any provision of this Covenant shaH be made except by a written agreement executed
by Homeowner and the Agency.
20. AGENCY MAY ASSIGN. The Agency may, at its option, assign its rights
hereunder without obtaining the consent of the Homeowner.
21. HOMEOWNER ASSIGNMENT PROHIBITED. In no event shaH Homeowner
assign or transfer any portion of this Covenant without the prior express written consent of the
Agency, which consent shall be given by the Agency only in the event that the Agency determines
the Transfer fully complies with Section 4. This section shall not affect or diminish the Agency's
right to assign all or any portion of its rights hereunder.
22. NOTICES. All notices, demands, consents, requests and other communications
required or permitted to be given under this Covenant shall be in writing and shall be deemed
conclusively to have been duly given (a) when hand delivered to the other party; (b) three (3)
business days after such notice has been sent by United States mail via certified mail, return receipt
requested, postage prepaid, and addressed to the other party as set forth below; or (c) the next
business day after such notice has been deposited with a national overnight delivery service
reasonably approved by the parties (Federal Express and Airborne Express are deemed approved by
the parties), postage prepaid, addressed to the party to whom notice is being sent as set forth below
with next-business-day delivery guaranteed, provided that the sending party receives a confirmation
of delivery from the delivery service provider. Unless otherwise provided in writing, all notices
hereunder shall be addressed as follows:
To Homeowner:
To Agency:
Tustin Community Redevelopment Agency
300 Centennial Way
Tustin, California 92780
Attention: Executive Director
and Attention: Assistant Executive Director
Either party may change its address for notice by giving written notice thereof to the other
party.
23. ATTORNEYS' FEES AND COSTS. If any party to this Covenant institutes any
action, suit, counterclaim, appeal, arbitration or mediation for any relief against another party,
declaratory or otherwise (coHectively an "Action"), to enforce the terms hereof or to declare rights
hereunder or with respect to any inaccuracies or material omissions in connection with any of the
covenants, representations or warranties on the part of the other party to this Agreement, then the
12
206105.1
prevailing party in such Action, whether by arbitration or final judgment, shall be entitled to have
and recover of and from the other party all costs and expenses of the Action, including reasonable
attorneys' fees and costs (at the prevailing party's attorneys' then-prevailing rates as increased from
time to time by the giving of advanced written notice by such counsel to such party) incurred in
bringing and prosecuting such Action and/or enforcing any judgment, order, ruling or award
(collectively, a "Decision") granted therein, all of which shall be deemed to have accrued on the
commencement of such Action and shall be paid whether or not such Action is prosecuted to a
Decision. Any Decision entered in such Action shall contain a specific provision providing for the
recovery of attorneys' fees and costs incurred in enforcing such Decision. A court or arbitrator shall
fix the amount of reasonable attorneys' fees and costs upon the request of either party. Any
judgment or order entered in any final judgment shall contain a specific provision providing for the
recovery of all costs and expenses of suit, including reasonable attorneys' fees and expert fees and
costs (collectively "Costs") incurred in enforcing, perfecting and executing such judgment. For the
purposes of this paragraph, Costs shall include, without limitation, in addition to Costs incurred in
prosecution or defense of the underlying action, reasonable attorneys' fees, costs, expenses and expert
fees and costs incurred in the following: (a) post judgment motions and collection actions;
(b) contempt proceedings; (c) gamishment, levy, debtor and third party examinations; (d) discovery;
(e) bankruptcy litigation; and (f) appeals of any order or judgment. "Prevailing party" within the
meaning of this section includes, without limitation, a party who agrees to dismiss an Action in
consideration for the other party's payment of the amounts allegedly due or performance of the
covenants allegedly breached, or obtains substantially the relief sought by such party.
24. ENTIRE AGREEMENT. This Covenant, together with all attachments hereto,
constitutes the entire understanding and agreement of the parties. This Covenant integrates all of the
terms and conditions mentioned herein or incidental thereto, and supersedes all prior negotiations,
discussions and previous agreements between the Agency and the Homeowner concerning all or any
part of the subject matter of this Covenant.
25. SEVERABILITY. So long as the material bargain of the parties may be preserved,
any provision of this Covenant that is deemed to be illegal, invalid or unenforceable by an arbitrator
or court of competent jurisdiction shall be ineffective to the extent of the invalidity or
unenforceability of such provision and shall be deemed stricken from this Covenant. Any stricken
provision shall not affect the legality, enforceability or validity of the remainder of this Covenant. If
any provision or part thereof of this Covenant is stricken in accordance with the provisions of this
Section, then the stricken provision shall be replaced, to the extent possible, with a legal, enforceable
and valid provision that is as similar in tenor and intent to the stricken provision as is legally
possible. Any such invalidity or unenforceability of any provision in any jurisdiction shall not
invalidate or render unenforceable such provision in any other jurisdiction.
26. COUNTERPARTS. This Covenant may be executed in two or more separate
counterparts, each of which, when so executed, shall be deemed to be an original. Such counterparts
shall, together, constitute and shall be one and the same instrument. This Covenant shall not be
effective until the execution and delivery by the parties of at least one set of counterparts. The
parties hereunder authorize each other to detach and combine original signature pages and
consolidate them into a single identical original. Anyone of such completely executed counterparts
shall be sufficient proof of this Covenant.
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206105.1
27. EXHIBITS. Each of the exhibits referenced in this Covenant and attached hereto is
incorporated into this Covenant by this reference as though fully set forth in this Section.
IN WITNESS WHEREOF, the parties have executed this Covenant as of the date set forth
above.
HOMEOWNER:
By:
Printed Name:
By:
Printed Name:
AGENCY:
TUSTIN COMMUNITY REDEVELOPMENT
AGENCY, a State agency activated by the Tustin
City Council pursuant to Health and Safety Code
Section 33000 et seq.
By:
, Executive Director
APPROVED AS TO FORM
AGENCY LEGAL COUNSEL
14
206105.1
COUNTY OF
)
) ss.
)
STATE OF CALIFORNIA
On
, before me,
Notary Public,
(Print Name of Notary Public)
personally appeared
D
personally known to me
-or-
proved to me on the basis of satisfactory evidence to be the person(s) whose name(s)
is/are subscribed to the within instrument and acknowledged to me that he/she/they
executed the same in hislher/their authorized capacity(ies), and that by his/her/their
signature(s) on the instrument the person(s), or the entity upon behalf of which the
person(s) acted, executed the instrument.
WITNESS my hand and official seal.
D
:SIgnature VI Notary
206105.1
ATTACHMENT NO. 15
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
Tustin Community Redevelopment Agency
300 Centennial Way
Tustin, California
Attention: Assistant Executive Director
Exempt From Recording Fee Pursuant to Government Code Section
273S3
AFFORDABLE HOUSING COVENANT
(Moderate Income)
TillS AFFORDABLE HOUSING COVENANT (this "Covenant") is made as of
200_, by (the
"Homeowner") in favor of the TUSTIN COMMUNITY REDEVELOPMENT AGENCY, a state
agency activated by the Tustin City Council pursuant to Health and Safety Code Section 33000 et.
seq. (together with its successors and assigns, the "Agency").
RECITALS
A. Homeowner has purchased a condominium located at
Tustin, California, as such real property is more particularly
described in Exhibit "A" attached hereto and incorporated herein (the "Unit"). The Unit is part of
that certain housing development known as "Arbor Walk" (the "Project").
B. Pursuant to the Affordable Housing Assistant Agreement between the Agency and
Olson Urban Housing, LLC, a Delaware lirrrited liability company (the "Developer"), the Developer
is required to sell one unit in the Project to a "Moderate Income Household", at an "Affordable
Housing Cost for Moderate Income Households".
C. The Unit has been designated by the Developer as a Unit that is to be sold to a
Moderate Income Household.
D. Homeowner has represented to the Developer and the Agency that Homeowner and
Homeowner's household intend to reside in the Unit as the Homeowner's principal residence at all
times during the Homeowner's ownership of the Unit, that they will not rent the Unit to others, and
that they are a Moderate Income Household.
E. In order to enable Developer to sell the Unit to a Moderate Income Household, the
Agency agreed to accept as part payment of amounts owed by the Developer to the Agency a
promissory note executed by Homeowner (the "Affordable Housing Promissory Note") in connection
with Homeowner's purchase of the Unit. The Affordable Housing Promissory Note is, or shall be,
secured by the Affordable Housing Trust Deed.
F. Pursuant to Health and Safety Code Section 33334.3, this Covenant shall run with the
land and shall be enforceable, against Homeowner and successors in interest, by the Agency or the
Community.
206105.1
G. This Covenant is intended to benefit the parcel of land owned by the City of Tustin
located adjacent to the Project identified as the Fee Title to Newport Avenue granted to the City of
Tustin, as shown on the Map recorded February 17, 2005, Instrument No. 2005000126492, Book
864, Pages 35-38 for Tract No. 16506, a subdivision of Parcell, of Parcel Map No. 84-1029, as
shown on a map filed in Book 193, Pages 25 and 26 of Parcel Maps, in the Office of the County
Recorder, County of Orange, State of California ("Benefited Property"), and the obligations and
rights contained herein are intended to run with the land and to be subordinate to a "First Lien" (as
defined herein).
NOW, THEREFORE, for good and valuable consideration, the parties agree as follows:
1.
DEFINITIONS.
"Affordability Period" means that period of time commencing upon the Date of this
Covenant and terminating on the forty fifth (45th) anniversary of such date.
"Affordable Housing Cost for Moderate Income Households" means a cost per Unit for
Moderate Income Households as more particularly defined in Health and Safety Code Section
50052.5(b)(4) and as generally described herein as a price per Unit calculated as follows: Affordable
Housing Cost for Moderate Income Households shall be a Monthly Housing Cost not be less than
one twelfth of twenty eight percent (28%) of the gross annual income of the household, nor exceed
one twelfth of the product of thirty five percent (35%) times one hundred ten percent (110%) of the
annual Orange County Median Income, adjusted for family size appropriate for the Unit.
Notwithstanding the foregoing, in accordance with Health and Safety Code Section 50052.5(b)(4),
the Agency has determined and hereby agrees that, for a Moderate Income Household with annual
gross income that exceeds one hundred ten percent (110%) of the annual Orange County Median
Income, adjusted for family size, and no maximum cap shall be placed upon the annual payments.
"Affordable Housing Promissory Note" means that promissory note executed by
Homeowner as part of Homeowner's purchase of the Unit from the Developer. The principal amount
of the Affordable Housing Promissory Note is an amount not in excess of the difference between an
amount to be identified as of the date of purchase and the Affordable Housing Cost for Moderate
Income Households as of the date of purchase.
"Affordable Housing Option Agreement" means the agreement attached hereto as Exhibit
"F" that provides an option to purchase in favor of the Agency as provided in Section 7, which option
shall be exercisable in the event that the Owner of a Unit is in breach of the owner's obligations in
this Covenant or in the event the due date of the Affordable Housing Promissory Note is accelerated
as the result of a Transfer by the Owner.
"Affordable Housing Trust Deed" means that certain deed of trust executed by Homeowner
which encumbers the Unit and secures the obligations of Homeowner and his or her successors and
assigns as provided in (a) this Covenant, (b) the Reimbursement Agreement attached hereto as
Exhibit "E", and (c) the Affordable Housing Promissory Note.
"Agency" means the Tustin Community Redevelopment Agency, and the Agency's
successors and assigns.
"Community" means the City of Tustin (Health and Safety Code Section 33002)
2
206105.1
"County" means the County of Orange, California.
"Covenant" means this Affordable Housing Covenant.
"Date of this Covenant" means the date in the first paragraph of this Covenant,
"Default" means the failure of a party to perform any action or covenant required by this
Covenant within the time periods provided herein following notice and opportunity to cure.
"Developer" means Olson Urban Housing, LLC, a Delaware limited liability company.
"First Lien" means the lien of a purchase money Lender which secures the obligations of the
Owner to repay amounts owed to the Lender.
"Homeowner" means the person or persons set forth in the first paragraph of this Covenant,
and his, her or their successors and assigns.
"Legal Description" means the legal description of the Unit which is attached hereto as
Exhibit "A" and incorporated herein.
"Lender" means an institution making a purchase money loan to the Owner for the purchase
of the Unit.
"Moderate Income Household" means a Household occupied by persons and families whose
gross income does not exceed the qualifying limits for lower and moderate income families set forth
in Health and Safety Code Section 50093.
"Monthly Housing Cost" means, for a Moderate Income Household purchasing the Unit, all
of the following associated with the Unit, estimated or known as of the date of the proposed sale of
the Unit: (i) principal and interest payments on a fixed interest rate mortgage loan, and any loan
insurance fees associated therewith; (ii) property taxes and assessments; (iii) fire and casualty
insurance covering replacement value of property improvements; (iv) any homeowner association
fees; and (v) a reasonable utility allowance. Monthly housing cost of a purchaser shall be an average
of estimated costs for the next twelve (12) month period.
"Notice of Intent to Transfer" means the Notice of Intent to Transfer attached hereto as
Exhibit "B" and incorporated herein by reference.
"Owner" means Homeowner and any subsequent Transferee of the Unit.
"Permitted Transfer" means any Transfer which is permitted pursuant to Section 4 hereof.
"Permitted Transferee" means a Transferee from the Homeowner or from any Permitted
Transferee who acquires ownership of the Unit in full compliance with Section 4 hereof.
"Prohibited Transfer" means any Transfer which is not permitted pursuant to Section 4
hereof.
206105.1
"Project" means that certain mixed use development in which the Unit is located.
"Reimbursement Agreement" means the Reimbursement Agreement to be executed by the
Homeowner in favor of the Agency, in the form attached hereto as Exhibit "D" and incorporated
herein.
"Request for Notice" means the Request for Notice of Default attached hereto as Exhibit "C"
and incorporated herein.
"Transfer" shall mean any sale, assignment, conveyance, lease or transfer, voluntary or
involuntary, of any interest in the Unit. Without limiting the generality of the foregoing, Transfer
shall include (i) a transfer by devise, inheritance or intestacy; (ii) the creation of a life estate; (iii) the
creation of ajoint tenancy interest; (iv) a gift of all or any portion of the Unit; or (v) any voluntary
conveyance of the Unit, or (vi) any month to month or longer lease of the Unit.
"Transferee" shall mean any natural person or entity who obtains ownership rights in the
Unit pursuant to a Transfer.
"Unit" means that certain real property located at the street address set forth in Recital A and
legally described in the Legal Description.
2. COVENANT RE: SALES OF UNIT. Homeowner covenants and agrees that,
during the Affordability Period, each subsequent resale of the Unit by the then Owner thereof shall
be to a Moderate Income Household, at an Affordable Housing Cost for Moderate Income
Households. Homeowner further covenants and agrees that, during the Affordability Period, each
Owner shall abide by and be bound by all the obligations of Homeowner set forth in this Covenant.
Homeowner agrees that the obligations of Homeowner set forth in this Covenant shall be secured by
the Affordable Housing Trust Deed recorded concurrently with the recordation of the Covenant.
HOMEOWNER AND EACH SUCCESSOR, HEIR OR ASSIGN OF HOMEOWNER
UNDERSTAND THAT THE DETERMINATION OF THE AFFORDABLE HOUSING COST
CAN BE MADE ONLY AT THE TIME OF A PROPOSED SALE OR OTHER TRANSFER,
TAKING INTO CONSIDERATION PREVAILING INTEREST RATES, THE OFFERED TERMS
OF SALE, THE ECONOMIC CIRCUMSTANCES OF THE PROPOSED PURCHASER AND
OTHER FACTORS THAT CANNOT BE ACCURATELY PREDICTED, AND THAT THE
TRANSFER PRICE PERMITTED HEREUNDER MAYBE LESS THAN THE FAIR MARKET
VALUE OF THE SAME OR OTHER SIMILAR REAL PROPERTY WHICH IS NOT
ENCUMBERED BY THIS COVENANT. HOMEOWNER AND EACH SUCCESSOR, HEIR OR
ASSIGN OF HOMEOWNER FURTHER ACKNOWLEDGES THAT AT ALL TIMES IN
SETTING THE TRANSFER PRICE, THE PRIMARY OBJECTIVE OF THE AGENCY AND TillS
COVENANT IS TO PROVIDE HOUSING TO MODERATE INCOME HOUSEHOLDS AT AN
AFFORDABLE HOUSING COST.
Homeowner's Initials
4
206105.1
3. HOMEOWNER'S REPRESENTATIONS AND WARRANTIES AS TO THE
SALE OF THE UNIT TO HOMEOWNER. Homeowner represents and warrants to the Developer
and the Agency that the financial and other information which Homeowner has provided to the
Developer and the Agency with respect to Homeowner's income and the purchase price of the Unit
was true and correct at the time such information was provided, and remains true and correct as of
the Date of this Covenant.
4.
PERMITTED TRANSFERS OF THE UNIT.
a. Notice Required for a Transfer. During the Affordability Period, the Unit,
and any interest therein, shall not be Transferred by the Owner except with the express written
consent of the Agency, which consent shall be given only if the Transfer is in strict compliance with
the provisions of this Section 4. Each Homeowner understands that appropriate transfers will be
permitted and neither the Agency nor the Lender may determine that transfers which result from
marriage, divorce, death of a spouse, or which are otherwise required to be permitted under
applicable Federal Law, provided that the transferee otherwise complies with Section 4(i), (ii), (iii),
(iv), (v) and (vi), constitute a Default under this Covenant or the Affordable Housing Trust Deed.
During the Affordability Period in the event that then Owner of the Unit; desires to Transfer the Unit,
prior to the Transfer the Owner shall notify the Agency by delivering a Notice of Intent to Transfer to
the Agency. Agency hereby agrees to permit Transfers of the Unit to proposed Transferees
("Permitted Transferees") provided the Transfer satisfies all of the following conditions:
i. Notice to Agency. The Owner shall send the Notice of Intent to
Transfer to the Agency at the address set forth in Section 22 hereof. The Notice of Intent to Transfer
shall identify the proposed Transferee, certify that to the best knowledge of the Owner the Transferee
is a Moderate Income Household, certify that the sales price is no more than an Affordable Housing
Cost for Moderate Income Households, and shall include copies of the sales contract, the grant deed
or other document that is proposed to be used to effectuate the Transfer, copies of documents
verifying that the proposed Transferee is a Moderate Income Household (including, but not limited
to, documents verifying the income of the proposed Transferee) and all other material documents
related to the proposed Transfer.
ii. Qualification of Proposed Transferee. The proposed Transferee
shall provide and certify to the Agency with such information as the Agency may request related to
the proposed Transfer in the form provided by the Agency, including without limitation: the Social
Security Number of the proposed Transferee, copies of the federal income tax returns filed by the
proposed Transferee for prior two (2) calendar years, copies of the two most current wage earning
statements of the proposed Transferee, a certification as to the income and family size of the
proposed Transferee, the purchase price the Proposed Transferee intends to pay for the Unit, and a
current appraisal reflecting the fair market value of the Unit on the assumption that the Unit is free
from the restrictions provided for in this Covenant. The proposed Transferee shall also submit to the
Agency an agreement by the Transferee to assume the obligations of an Owner of the Unit as set
forth in this Covenant in such form as the Agency may request.
iii. Certificates from Parties. The Owner and proposed Transferee shall
each shall certify in writing, in a form acceptable to the Agency, that the Transfer shall be closed in
accordance with, and only with, the terms of the sales contract and other documents submitted to and
approved by the Agency and that all consideration delivered by the proposed Transferee to Owner
has been fully disclosed to the Agency. The written certificate shall also include a provision that in
5
206105.1
the event a Transfer is made in violation of the terms of this Covenant or false or misleading
statements are made in any documents or certificate submitted to the Agency for its approval of the
Transfer, the Agency shall have the right to file an action at law or in equity to make the parties
terminate and/or rescind the sales contract and/or declare the sale void notwithstanding the fact that
the Transfer may have closed and become final as between Owner and the Transferee.
iv. Agreement to Assume the Obligations of This Covenant. The
grant deed or other document effecting the Transfer of the Unit shall include the following: (a)
references to this Covenant and the obligation of the Transferee to be bound by all the obligations of
Homeowner set forth in this Covenant, (b) a reference to the Affordable Housing Trust Deed, (c) a
reference to the Affordable Housing Option Agreement, (d) a reference to the due on sale provisions
of the Affordable Housing Promissory Note, (e) a reference to the Reimbursement Agreement and (f)
a covenant that will require the Transferee, and any successor or assign of the Transferee, to include
in any document Transferring title to the Unit a reference to this Covenant, the Affordable Housing
Trust Deed, the Affordable Housing Option Agreement, the Reimbursement Agreement, the due on
sale provisions of the Affordable Housing Promissory Note, and the obligation of the Transferee to
be bound by the obligations set forth in this Covenant, the Affordable Housing Trust Deed, the
Affordable Housing Option Agreement, the Reimbursement Agreement and the due on sale
provisions of the Affordable Housing Promissory Note.
v. Agreement to Increase Amount due on the Affordable Housing
Promissory Note. The Transferee must agree to increase the amount of the Affordable Housing
Promissory Note to the amount by which the fair market value of the Unit at the time of the closing
of the Transfer is in excess of the sum of the Affordable Housing Cost of such Unit as of the date of
the closing of the Transfer. Any interest that has accrued on the Affordable Housing Promissory
Note as of the date of the closing of the Transfer shall be deemed to be included in the increased
principal amount of the note, and interest shall begin accruing on the increased principal amount of
the note as of the date of the closing of the Transfer at the rate provided in the note. Except for such
increase in the principal amount of the Affordable Housing Promissory Note and the reduction to
zero of accrued interest due on the note, the Affordable Housing Promissory Note, the Affordable
Housing Trust Deed, the Affordable Housing Option Agreement and the Reimbursement Agreement
shall remain in full force and effect.
vi. The Agency's Title Policy. The Agency must receive a title policy,
in an amount equal to the amount then due on the Affordable Housing Promissory Note as increased
as provided in this Section 4. insuring the Affordable Housing Trust Deed as a monetary lien of
second priority, i.e., subordinate in priority among monetary liens only to the monetary lien of any
purchase money deed of trust recorded at the time of sale which deed of trust shall secure an amount
not in excess of the then Affordable Housing Cost of the Unit.
vii. Spousal Transfers. Notwithstanding the foregoing provisions of
Sections 4(vi). In the event of a transfer to a spouse in dissolution preceding the Agency shall not
require a new title policy [nor shall the Agency require reimbursement for its costs].
b. Notice of Prohibited Transfer. Within fifteen (15) days after the receipt by
the Agency of the notices, documents and agreements referred to in Section 4(a), the Agency shall
determine and give notice to the Owner as to whether the proposed Transfer is a Permitted Transfer
or Prohibited Transfer. Transfers that result from marriage, divorce, or death of a spouse, or that are
otherwise required to be permitted under applicable Federal law, shall not be deemed by the Agency
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as a Prohibited Transfer so long as the Transferee complies with this Section 4(i), (ii), (iii), (iv), (v)
and (vi). In the event that the proposed Transfer is a Prohibited Transfer, such notice to the Owner
shall specify why the Transfer is a Prohibited Transfer. If the violation is not corrected to the
satisfaction of the Agency within ten (10) days after the date of the notice, or within such further time
as the Agency determines is necessary to correct the violation, the Agency may declare a Default
under this Covenant. Upon the declaration of a Default, the Agency may apply to a court of
competent jurisdiction for specific performance of this Covenant, for an injunction prohibiting a
proposed sale or Transfer in violation of this Covenant, for a declaration that the Prohibited Transfer
is void, or for any such other relief as may be appropriate.
c. Delivery of Documents After the Closing. Upon the close of the proposed
Transfer, the transferor and the Transferee, as applicable, shall provide the Agency with a copy of the
final sales contract, settlement statement, escrow instructions, all certificates required by this Section
4 and any other documents which the Agency may reasonably request.
d. Refinancing. This Section 4 shall not prohibit the encumbering of title for
the sole purpose of securing financing of the purchase price of the Unit; however, any such re:
financing (i) must be a First Lien, (ii) must not be in excess of the Affordable Housing Cost of such
Unit as of the date of the refinancing, and (iii) must be in compliance with the Affordable Housing
Trust Deed.
5.
ENCUMBRANCES.
a. Subordination. The provisions of this Covenant, the Affordable Housing
Note, the Affordable Housing Trust Deed, the Affordable Housing Option Agreement and the
Reimbursement Agreement shall be subordinate to any First Lien on the Unit that secures the
payment of a principal amount that is not in excess, as of the time the First Lien is recorded against
the Unit, of the Affordable Housing Cost of the Unit. Notwithstanding the fact that this Covenant,
the Affordable Housing Note, the Affordable Housing Trust Deed, the Affordable Housing Option
Agreement and the Reimbursement Agreement are subordinate to an appropriate First Lien, said fact
shall not in any manner modify the obligations from time to time existing between the Agency and
the Owner. The intent of this provision regarding subordination is that in the event of a for.eclosure
of the First Lien or the recordation of a deed in lieu of foreclosure of the First Lien, this Covenant,
the Affordable Housing Note, the Affordable Housing Trust Deed, the Affordable Housing Option
Agreement and the Reimbursement Agreement shall no longer encumber the Unit and shall not be
binding upon the Lender or Lender's successors or assigns, but shall in all cases remain binding upon
the Owner. The Agency shall execute such written instruments for the subordination of its rights
under this Covenant, the Affordable Housing Note, the Affordable Housing Trust Deed, the
Affordable Housing Option Agreement and the Reimbursement Agreement, as may reasonably be
requested by the Lender.
b. Request for Notice of Default. The Agency may cause a Request for Notice
to be recorded on the Unit subsequent to the recordation of the First Lien deed of trust or mortgage
requesting a statutory notice of Default as set forth in California Civil Code Section 2924b. A form
of a Request for Notice is attached hereto as Exhibit "D" and incorporated herein.
c. Further Encumbrances. Homeowner agrees that he or she shall not record
or cause the recordation of any deed of trust, mortgage, lien or other instrument creating a security
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interest in or to the Unit (a "Further Encumbrance") other than a First Lien, the Affordable Housing
Trust Deed and the Affordable Housing Option Agreement.
6. REIMBURSEMENT AGREEMENT. Homeowner covenants and agrees to pay
timely any and all amounts due and payable on the obligations secured by the First Lien.
Homeowner and the Agency shall enter into a Reimbursement Agreement, in the fonn attached
hereto as Exhibit "D" and incorporated herein, which provides that the Agency may make payments
to cure a Default or delinquency of any obligation secured by the First Lien, on the condition that the
Homeowner agrees to reimburse the Agency for any payments made to cure such Default or
delinquency. The Homeowner's repayment obligations pursuant to the Reimbursement Agreement
shall be secured by the Affordable Housing Trust Deed.
7. OPTION TO ACQUIRE UNIT UPON DEF AUL T OF OBLIGATIONS UNDER
THIS COVENANT. Homeowner agrees to enter into an Option Agreement, in the form attached
hereto as Exhibit "E" and incorporated herein, which grants to Agency an option to purchase the Unit
in the event that the Homeowner is in Default of any of his or her obligations under this Covenant.
8. USES. Homeowner covenants and agrees to devote, use and maintain the Unit in
accordance with this Covenant. All uses conducted on the Unit, including, without limitation, all
activities undertaken by the Homeowner pursuant to this Covenant, shall conform to all applicable
provisions of the Tustin Municipal Code, and the recorded documents pertaining to and running with
the Unit.
9. NONDISCRIMINATION COVENANTS. Homeowner covenants by and for
himself or herself, and any successors in interest, that there shall be no discrimination against or
segregation of any person or group of persons on account of race, color, creed, religion, sex, marital
status, national origin or ancestry in the sale, lease, sublease, transfer, use, occupancy, tenure or
enjoyment of the Unit, nor shall the Homeowner or any person claiming under or through him or her
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 Unit. The foregoing covenants shall run with the land.
10. MAINTENANCE OF UNIT. Homeowner shall maintain the improvements and
landscaping on the Unit in a manner consistent with community standards which will uphold the
value of the Unit, in accordance with the Tustin Municipal Code. Homeowner also agrees to comply
with all applicable federal, state and local laws.
I I. OCCUPANCY STANDARDS. The Unit shall be used as the principal residence of
Homeowner and Homeowner's family and for no other purpose. Homeowner shall not enter into an
agreement for the rental or lease of the Unit, and Homeowner shall not otherwise rent or lease the
Unit. The maximum occupancy of the Unit shall not exceed three persons if the Unit is a one
bedroom home, five persons if the Unit is a two bedroom home, or seven persons if the Unit is a
three bedroom home. The Agency may grant a temporary waiver of the above requirements for good
cause, in the Agency's sole and absolute discretion. Examples of situations which may result in the
grant of a temporary waiver include: (i) rental by Homeowner where necessary to accommodate a
mandatory job transfer required by Homeowner's employer (not including Homeowner, if
Homeowner is self-employed); (ii) rental necessitated by a medical or financial emergency, proof of
which emergency has been delivered to the Agency, and (iii) other situations which constitute a
"hardship" situation consistent with the intentions of this Covenant and the goal of the Agency to
206105.1
have affordable Homeowner occupied homes in the Project. Homeowner shall, commencing upon
the first anniversary of the date of this Covenant first set forth above and on each succeeding
anniversary thereafter, submit to the Agency an affidavit of occupancy in the form provided by the
Agency.
12. EFFECT OF VIOLATION OF THE TERMS AND PROVISIONS OF THESE
COVENANTS.
a. In General. The covenants established herein shall, without regard to
technical classification and designation, be binding for the benefit and in favor of the Agency, its
successors and assigns, as to those covenants which are for its benefit. The covenants contained in
this Covenant shall remain in effect for the periods of time specified herein. The covenants against
discrimination shall remain in effect in perpetuity. The Agency is deemed the beneficiary of the
terms and provisions of this Covenant and of the covenants running with the land, for and in its own
rights and for the purposes of protecting the interests of the community and other parties, public or
private, in whose favor and for whose benefit this Covenant and the covenants running with the land
have been provided. This Covenant and the covenants therein shall run in favor of the Agency,
without regard to whether the Agency has been, remains or is an owner of any land or interest therein
in the Unit or in the Project Area. The Agency shall have the right, if the Covenant or covenants are
breached, to exercise all rights and remedies, and to maintain any actions or suits at law or in equity
or other proper proceedings to enforce the curing of such breaches to which it or any other
beneficiaries of this Covenant and covenants may be entitled.
b. Notice of Default. Failure or delay by Homeowner to perform any term or
provision of this Covenant which is not cured within thirty (30) days after receipt of notice from the
Agency constitutes a Default under this Covenant; provided, however, if such Default is of the nature
requiring more than thirty (30) days to cure, Homeowner may avoid Default hereunder by
immediately commencing to cure within such thirty (30) day period, and thereafter diligently
pursuing such cure to completion. Failure or delay in giving notice by the Homeowner shall not
constitute a waiver of any Default, nor shall it change the time of Default.
c. Agency's Remedies. Upon the declaration of a Default, the Agency may (i)
apply to a court of competent jurisdiction for specific performance, for an injunction prohibiting any
act or omission in violation of this Covenant, or for any such other relief as may be appropriate, (ii)
exercise the Agency's rights under the Affordable Housing Trust Deed, including, without limitation,
foreclosure of the Unit, and (iii) pursue such other rights and remedies permitted under applicable
law.
d. Prohibited Transfers Void. Any attempt by the Homeowner to make a
Prohibited Transfer of title to or any interest in the Unit in violation of this Covenant shall be
voidable by Agency.
13. INDEMNIFICATION. Homeowner shall defend, indemnify and hold harmless the
Agency and its officers, officials, agents, employees, representatives, and volunteers from and
against any loss, liability, claim, or judgment relating in any manner to the Homeowner's use of the
Unit or Homeowner's violation of this Covenant. The Homeowner shall remain fully obligated for
the payment of taxes, liens and assessments related to the Unit. There shall be no reduction in taxes
for Homeowner, nor any transfer of responsibility to the Agency to make such payments, by virtue of
this Covenant.
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14. INSURANCE. Homeowner shall maintain, during the term of this Covenant, an all
risk property insurance policy insuring the Unit in an amount equal to the full replacement value of
the structures on the Unit. The policy shall contain a statement of obligation on behalf of the carrier
to notify the Agency of any material change, cancellation or termination of coverage at least thirty
(30) days in advance of the effective date of such material change, cancellation or termination.
Homeowner shall transmit a copy of the certificate of insurance to the Agency within thirty (30) days
of the effective date of this Covenant, and Homeowner shall annually transmit to the Agency a copy
of the certificate of insurance, signed by an authorized agent of the insurance carrier setting forth the
general provisions of coverage. The copy of the certificate of insurance shall be transmitted to the
Agency at the address set forth in Section 22 hereof. Any certificate of insurance must be in a form,
content and with companies approved by the Agency.
15. TIME OF THE ESSENCE. Time is of the essence with respect to all provisions of
this Covenant in which a definite time for performance is specified; provided, however, that the
foregoing shall not be construed to limit or deprive a party of the benefits of any grace or use period
provided for in this Covenant.
16. NO WAIVER. No waiver of any provision or consent to any action under this
Covenant shall constitute a waiver of any other provision or consent to any other action, whether or
not similar. No waiver or consent shall constitute a continuing waiver or consent or commit a party
to provide a waiver in the future except to the extent specifically set forth in writing. Any waiver
given by a party shall be null and void if the party requesting such waiver has not provided a full and
complete disclosure of all material facts relevant to the waiver requested.
17. FURTHER ASSURANCES. Homeowner shall execute any further documents
consistent with the terms of this Covenant, including documents in recordable form, as the Agency
shall from time to time find necessary or appropriate to effectuate its purposes in entering into this
Covenant.
18. GOVERNING LAW. Homeowner hereby agrees to comply with all ordinances,
rules and regulations of the Agency. Nothing in this Covenant is intended to be, nor shall it be
deemed to be, a waiver of any Agency ordinance, rule or regulation. This Covenant shall be
governed by the laws of the State of California. Any legal action brought under this Covenant must
be instituted in the Superior Court of the County of Orange, State of California, or in the Federal
District Court in the Central District of California.
19. AMENDMENT OF COVENANT. No modification, rescission, waiver, release or
amendment of any provision of this Covenant shall be made except by a written agreement executed
by Homeowner and the Agency.
20. AGENCY MAY ASSIGN. The Agency may, at its option, assign its rights
hereunder without obtaining the consent of the Homeowner.
21. HOMEOWNER ASSIGNMENT PROHIBITED. In no event shall Homeowner
assign or transfer any portion of this Covenant without the prior express written consent of the
Agency, which consent shall be given by the Agency only in the event that the Agency determines
the Transfer fully complies with Section 4. This section shall not affect or diminish the Agency's
right to assign all or any portion of its rights hereunder.
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22. NOTICES. All notices, demands, consents, requests and other communications
required or permitted to be given under this Covenant shall be in writing and shall be deemed
conclusively to have been duly given (a) when hand delivered to the other party; (b) three (3)
business days after such notice has been sent by United States mail via certified mail, return receipt
requested, postage prepaid, and addressed to the other party as set forth below; or (c) the next
business day after such notice has been deposited with a national overnight delivery service
reasonably approved by the parties (Federal Express and Airborne Express are deemed approved by
the parties), postage prepaid, addressed to the party to whom notice is being sent as set forth below
with next business day delivery guaranteed, provided that the sending party receives a confirmation
of delivery from the delivery service provider. Unless otherwise provided in writing, all notices
hereunder shall be addressed as follows:
To Homeowner:
To Agency:
Tustin Community Redevelopment Agency
300 Centennial Way
Tustin, California 92780
Attention: Executive Director and
Attention: Assistant Executive Director
Either party may change its address for notice by giving written notice thereof to the other
party.
23. ATTORNEYS' FEES AND COSTS. If any party to this Covenant institutes any
action, suit, counterclaim, appeal, arbitration or mediation for any relief against another party,
declaratory or otherwise (collectively an "Action"), to enforce the terms hereof or to declare rights
hereunder or with respect to any inaccuracies or material omissions in connection with any of the
covenants, representations or warranties on the part of the other party to this Agreement, then the
prevailing party in such Action, whether by arbitration or final judgment, shall be entitled to have
and recover of and from the other party all costs and expenses of the Action, including reasonable
attorneys' fees and costs (at the prevailing party's attorneys' then prevailing rates as increased from
time to time by the giving of advanced written notice by such counsel to such party) incurred in
bringing and prosecuting such Action and/or enforcing any judgment, order, ruling or award
(collectively, a "Decision") granted therein, all of which shall be deemed to have accrued on the
commencement of such Action and shall be paid whether or not such Action is prosecuted to a
Decision. Any Decision entered in such Action shall contain a specific provision providing for the
recovery of attorneys' fees and costs incurred in enforcing such Decision. A court or arbitrator shall
fix the amount of reasonable attorneys' fees and costs upon the request of either party. Any judgment
or order entered in any final judgment shall contain a specific provision providing for the recovery of
all costs and expenses of suit, including reasonable attorneys' fees and expert fees and costs
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(collectively "Costs") incurred in enforcing, perfecting and executing such judgment. For the
purposes of this paragraph, Costs shall include, without limitation, in addition to Costs incurred in
prosecution or defense of the underlying action, reasonable attorneys' fees, costs, expenses and expert
fees and costs incurred in the following: (a) post judgment motions and collection actions; (b)
contempt proceedings; (c) garnishment, levy, debtor and third party examinations; (d) discovery; (e)
bankruptcy litigation; and (t) appeals of any order or judgment. "Prevailing party" within the
meaning of this section includes, without limitation, a party who agrees to dismiss an Action in
consideration for the other party's payment of the amounts allegedly due or performance of the
covenants allegedly breached, or obtains substantially the relief sought by such party.
24. ENTIRE AGREEMENT. This Covenant, together with all attachments hereto,
constitutes the entire understanding and agreement of the parties. This Covenant integrates all of the
terms and conditions mentioned herein or incidental thereto, and supersedes all prior negotiations,
discussions and previous agreements between the Agency and the Homeowner concerning all or any
part of the subject matter of this Covenant.
25. SEVERABILITY. Any provision of this Covenant that is deemed to be illegal,
invalid or unenforceable by an arbitrator or court of competent jurisdiction shall be ineffective to the
extent of the invalidity or unenforceability of such provision and shall be deemed stricken from this
Covenant. Any stricken provision shall not affect the legality, enforceability or validity of the
remainder of this Covenant. If any provision or part thereof of this Covenant is stricken in
accordance with the provisions of this Section, then the stricken provision shall be replaced, to the
extent possible, with a legal, enforceable and valid provision that is as similar in tenor and intent to
the stricken provision as is legally possible. Any such invalidity or unenforceability of any provision
in any jurisdiction shall not invalidate or render unenforceable such provision in any other
jurisdiction.
26. COUNTERPARTS. This Covenant may be executed in two or more separate
counterparts, each of which, when so executed, shall be deemed to be an original. Such counterparts
shall, together, constitute and shall be one and the same instrument. This Covenant shall not be
effective until the execution and delivery by the parties of at least one set of counterparts. The
parties hereunder authorize each other to detach and combine original signature pages and
consolidate them into a single identical original. Anyone of such completely executed counterparts
shall be sufficient proof of this Covenant.
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IN WITNESS WHEREOF, the parties have executed this Covenant as of the date set forth above.
HOMEOWNER:
By:
Name:
By:
Name:
AGENCY:
TUSTIN COMMUNITY REDEVELOPMENT
AGENCY, a state agency activated by the Tustin City
Council pursuant to Health and Safety Code Section
33000 et. seq.
APPROVED AS TO FORM
By:
Title:
AGENCY LEGAL COUNSEL
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206105.1
EXHIBIT "A"
LEGAL DESCRIPTION OF UNIT
[To Be Inserted]
206105.1