HomeMy WebLinkAboutCT 99-01; Carlsbad Beach Group Investors; 2000-0618826; Affordable Housing Agreement/ReleaseDCIC in 2000-0618826 Recording Requested by:
City of Carlsbad
When Recorded Mail to:
City of Carlsbad
Citv Clerk’s Office
At&: City Clerk
1200 Carlsbad Village Drive
Carlsbad, California 92008
NtlU 14s 2000 4~02 PM
UTICI~ REcms SM DIEGD CBNTY RECWDER’S OFnIX
AFFORDABLE HOUStNG AGREEMENT
THIS AFFORDABLE HOUSING AGREEMENT (“Agreement“) is entered into this 3 1 ST
day of A
9
,2000, by and between the CITY OF CARLSBAD, a municipal corporation
(hereinaft r referred to as the “City”), and CARLSBAD BEACH GROUP INVESTORS, LLC. a
California Limited Liability Corporation, (hereinafter referred to as the “Developer”), is made with
reference to the following:
RECITALS
A. Developer is the owner of certain real property in the City of Carlsbad, County of
San Diego, State of California, described in “Attachment A”, which is attached hereto and
incorporated herein by this reference, and which is the subject of a Tentative Map (CT 99-Ol),
which provides conditional approval of the construction of 5 lots/IO unit residential subdivision
(“Project”).
B. Condition No. 13 of Planning Commission Resolution No. 4728 states that this
Affordable Housing Agreement shall be entered into between the City and the Developer as a
means of satisfying the Developer’s affordable housing obligation (“Affordable Housing
Obligation”), as such is defined under Chapter 21.85 of the Carlsbad Municipal Code. Planning
Commission Resolution No. 4728 provides that the Affordable Housing Obligation will be
satisfied by applying the requirements set forth in this Agreement for one (1) affordable housing
lots (“Affordable Housing Lots”). The Affordable Housing Lots which are subject to this
Agreement are:
Lot 1 of Carlsbad Tract No. 99-01, in the City of Carlsbad, County of San Diego, State of
California, according to Map thereof No. JJ 0 Y 7 L filed with the County Recorder of
San Diego County on %-&h 2~fi~~o .
C. Developer intends to construct the required inclusionary units concurrent with the
project’s market units which are also identified within the Site Development Plan attached as
Exhibit “A”. The Affordable Housing Lots shall be subject to this Agreement and this Agreement
shall be recorded on each Affordable Housing Lot.
NOW, THEREFORE, incorporating the foregoing Recitals and in consideration of the
mutual covenants contained herein, the parties agree as follows:
1. The Recitals Are True And Correct.
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2. SATlSFACTtON OF AFFORDABLE HOUSING REQUIREMENTS THROUGH
CONSTRUCTION OF SECOND DWELLING UNITS.
Performance under this Agreement satisfies the Developer’s obligation for affordable
housing under Chapter 21.85 of the Carlsbad Municipal Code as applied to the land covered by
reason of the approvals of the Tentative Map of CT 99-01, including Condition No. 13 listed in
Planning Commission Resolution No. 4728 and any other applicable condition of approval.
3. SECOND DWELLtNG UNITS.
(a) Construction of Second Dwelling Units. Developer shall at the time a residential
structure is constructed on the Affordable Housing Lot, include in such residential structure a
Second Dwelling Unit as defined under and subject to the requirements contained in Municipal
Code Section 21 .I 0.015.
(b) Restriction on Rental of Second Dwellinq Units. The maximum monthly rent for any
Second Dwelling Unit, subject to this Agreement, which becomes rented or leased shall not
exceed an amount equal to thirty percent (30%) of the gross monthly income of a low-income
household, adjusted for household size, at eighty percent (80%) of the San Diego County
median income, as such median income is published by the United States Department of
Housing and Urban Development. A schedule showing the calculation of the maximum rental
amount as for 1996 is attached to this Agreement as Attachment “B”.
(c) Declaration. Developer shall require the purchaser from Developer of an Affordable
Housing Lot upon which a Second Dwelling Unit has been constructed to sign an affidavit or
declaration under penalty of perjury, in a form prescribed by the City Planning Director, which
states that if the Second Dwelling Unit on the Affordable Housing Lot is rented that it shall be
rented at a monthly rental rate not to exceed the rate set forth in Paragraph 3(b).
(d) Deed Restriction. Prior to the sale of an affected lot, the Developer shall provide
proof to the City Planning Director that the language contained in Attachment “C” has been
included in each deed prior to the sale of an affected property and will run with the land so as to
restrict subsequent transfers.
5. AFFORDABLE HOUStNG CREDtT
In addition, the Developer shall pay .5 (or, one-half) times the average subsidy needed
to make affordable to a lower income household one newly constructed typical housing unit as
appropriate in accordance with the requirements set forth in 21.85 of the Carlsbad Municipal
Code, and City Council Policies 57 and 58, dated September 12, 1995. The fee shall be paid
prior to the Developer receiving a building permit for the project.
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6. REMEDtES
Failure by the Developer to perform in accordance with this Agreement will constitute
failure to satisfy the requirements of Chapter 21.85 of the Carlsbad Municipal Code and
Condition No. 13 of Planning Commission Resolution No. 4728. Such failure will allow the City
to exercise any and all remedies available to it including but not limited to withholding the
issuance of building permits for the lots shown on Carlsbad Tract No. 99-01.
7. HOLD HARMLESS
Developer will indemnity and hold harmless (without limit as to amount) City and its
elected officials, officers, employees and agents in their offtcial capacity (hereinafter collectively
referred to as “lndemnitees”), and any of them, from and against all loss, all risk of loss and all
damage (including expense) sustained or incurred because of or by reason of any and all
claims, demands, suits, actions, obtained, allegedly caused by, arising out of or retaining in any
manner to developer’s actions or defaults pursuant to this Agreement, and shall protect and
defend Indemnitees, and any of them with respect thereto. Developer shall obtain, at its
expense, comprehensive general liability insurance for development of the Project naming
Indemnities as additional insureds with aggregate limits of not less than one million dollars
($l,OOO,OOO) purchased by Developer from an insurance company duly licensed to engage in
the business of issuing such insurance in the State of California, with a current Best’s Key
Rating of not less than A-V, such insurance to be evidenced by an endorsement which so
provides and delivered to the City Clerk prior to the issuance of any building permit for the
Project.
8. NOTtCES
All notices required pursuant to this Agreement shall be in writing and may be given by
personal delivery or by registed or certified mail, return receipt requested to the party to receive
such notice at the address set forth below:
TO THE CITY:
City of Carlsbad
Housing and Redevelopment Department
Attn: Housing & Redevelopment Director
2965 Roosevelt Street, Suite B
Carlsbad, California 92008-2389
TO THE DEVELOPER:
Merit Group, Inc., Managing Member
Carlsbad Beach Group Investors, LLC.
2171 El Camino Real, Ste. 202
Oceanside, CA 92054
Any party may change the address to which notices are to be sent by notifying the other parties
of the new address, in the manner set forth above.
9. ENTIRE AGREEMENT
This Agreement constitutes the entire agreement between the parties and no
modification hereof shall be binding unless reduced to writing and signed by the parties hereto.
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10. DURATION OF AGREEMENT
This Agreement shall terminate and become null and void upon repeal, termination, or
modification of any applicable ordinance which act would render the Affordable Housing
Obligation unnecessary or unenforceable. The restriction set forth in Paragraph 3(b) above
shall terminate as to the Affordable Housing Lot at such time as the Second Dwelling Unit on
the Affordable Housing Lot has reached the end of its useful life, which is assumed to be not
less than 55 years from the date of completion of original construction.
11. SUCCESSORS
This Agreement shall benefti and bind Developer and any successive owners of
Affordable Housing Lots.
12. SEVERABtLtTY
In the event any provision contained in this Agreement is to be held invalid, void or
unenforceable by any court of competent jurisdiction, the remaining provisions of this
Agreement shall nevertheless, be and remain in full force and effect.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be signed
as of the day and year first above written.
DEVELOPER
Carlsbad Beach Group Investors, LLC
A California Limited Liability Company
By: Merit Group, Inc.
CITY
Its: Managing Member
City of Carlsbad, a municipal corporation
By: H. David Buckmaster
Its: President By:
By:
Its:
APPROVED AS TO FORM:
ii-z@=-
CITY ATTORNEY
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ATTACHMENT A
LEGAL DESCRIPTION OF SUBJECT PROPERTY
Lot 1 of Carlsbad Beach estates, in the City of Carlsbad, County of San
Diego, State of California, according to Map 14047, filed in the Office
of the County Recorder of San Diego County, September 29,200O.
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ATTACHMENT B
MAXIMUM MONTHLY RENTAL AMOUNT
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A , . r . .
ATTACHMENT C
DEED RESTRICTION
A Second Dwelling Unit has been constructed as part of this property, and shall be maintained
and utilized in accordance with the requirements of Carlsbad Municipal Code Section 21 .I 0.015
for the useful life of the main structure (estimated to be 55 years). The maximum monthly rent
for the Second Dwelling Unit, if rented or leased, shall not exceed an amount equal to thirty
percent (30%) of the gross monthly income of a low-income household, adjusted for household
size, at eighty percent (80%) of the San Diego County median income as such median income
is published by the United States Department of Housing and Urban Development from time to
time. Prior to subsequent transfers of the property, seller shall require the purchaser to submit
a signed affidavit or declaration under penalty of perjury on a form satisfactory to the City
Planning Director, to the Planning Department, which acknowledges that the purchaser has
read and understands the restrictions as they relate to the Second Dwelling Unit.
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STATE OF CALIFORNIA >
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satisfactory evidence) to be the perso& whose name,@) to the within instrument and
acknowledged to me tha@she+they executed the same eir authorized capacityfies), and that
by(&he&kk signature+) on the instrument the person@, or the entity upon behalf of which the
person@) acted, executed the instrument.
WITNESS my hand and official seal.
STATE OF CALIFORNIA >
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on before me, , personally appeared
, 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 his/her/their authorized capacity(ies), and that
by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the
person(s) acted, executed the instrument.
WITNESS my hand and official seal.