HomeMy WebLinkAbout2016 CON CDC HA - Community Housing Works - Grant AgreementGRANT AGREEMENT
[Transit -Oriented Infill Affordable Housing and Paradise Creek Enhancement Project]
(City AHSC Grant for Phase II)
THIS GRANT AGREEMENT, dated as of November 1, 2016 for identification purposes
only (the "Grant Agreement"), is made and entered into by and between the CITY OF
NATIONAL CITY (the "City"), and COMMUNITY HOUSINGWORKS, a California nonprofit
public benefit corporation ("CHW"), with reference to the following:
RECITALS
A. CHW is a member and the manager of CHW Paradise Creek II Development
Co., LLC, a California limited liability company (the "Managing General Partner"), the managing
general partner of Paradise Creek II Housing Partners, L.P., a California limited partnership (the
"Partnership").
B. The Partnership owns a leasehold interest in approximately 1.99 acres of land on
Hoover Avenue, in the City of National City, County of San Diego, State of California, more
particularly described in Exhibit A attached hereto (the "Property").
C. The Partnership intends to develop on the Property a 92-unit affordable rental
housing project for person and families of very low and low-income (the "Phase II Project").
D. The State of California Department of Housing and Community Development
("HCD") has awarded grant funds from the Affordable Housing and Sustainable Communities
Program ("AHSC") to The Related Companies of California, LLC, a California limited liability
company ("TRCC"), an affiliate of the Partnership, and the City in an amount equal to
$5,480,271 for use in connection with the Phase II Project (the "HCD AHSC Grant").
E. The HCD AHSC Grant is made pursuant to the terms of (i) that certain Standard
Agreement dated as of November , 2016, and executed by and among HCD, TRCC and the
City (the "AHSC Standard Agreement"), (ii) that certain Disbursement Agreement dated for
reference purposes as of November 1, 2016, by and among HCD, TRCC and the City (the
"AHSC Disbursement Agreement"), and (iii) that certain Declaration of Restrictive Covenants for
the Development and Operation of Affordable Housing dated November 1, 2016 for reference
purposes only, by and among the Partnership and HCD, (the "AHSC Regulatory Agreement,"
and collectively with the AHSC Standard Agreement and the AHSC Disbursement Agreement,
the "AHSC Documents").
F. The City has been designated as the sole payee under the AHSC Disbursement
Agreement with respect to the HCD AHSC Grant and HCD has approved such designation.
G. The proceeds of the HCD AHSC Grant will be received by the City and
thereafter a portion of the HCD AHSC Grant in an amount equal to $4,550,000 will be granted
by the City during construction to CHW. CHW will thereafter contribute the funds to the
Managing General Partner, which will promptly contribute such funds to the Partnership.
NOW, THEREFORE, the City and CHW agree as follows:
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50144442.3 National City Phase II AHSC Grant Agreement
1. DEFINITIONS AND INTERPRETATION
1.1 Defined Terms. Capitalized words and terms used in this Grant
Agreement shall have the meanings ascribed thereto where first used.
1.2 Singular and Plural Terms. Any defined term used in the plural in this
Grant Agreement shall refer to all members of the relevant class and any defined term used in
the singular shall refer to any number of the members of the relevant class.
1.3 Accounting Principles. Any accounting term used and not specifically
defined in this Grant Agreement shall be construed in conformity with, and all financial data
required to be submitted under this Grant Agreement shall be prepared in conformity with,
generally accepted accounting principles applied on a consistent basis or in accordance with
such other principles or methods as are reasonably acceptable to the City.
1.4 References and Other Terms. References herein to Articles, Sections
and Exhibits shall be construed as references to this Grant Agreement unless a different
document is named. References to subparagraphs shall be construed as references to the
same Section in which the reference appears. The terms "including" and "include" mean
"including (include) without limitation".
1.5 Exhibits Incorporated. All attachments to this Grant Agreement, as now
existing and as the same may from time to time be modified, are incorporated herein by this
reference.
2. PARTIES
2.1 The City. The City is the City of National City, a California municipal
corporation. The principal offices of the City are located at 1243 National City Boulevard,
National City, California 91950.
2.2 CHW. CHW is Community HousingWorks, a California nonprofit public
benefit corporation. The principal offices of CHW are located at 2815 Camino del Rio South,
Suite 350, Suite 550, San Diego, California, 92108.
3. GRANT
3.1 Amount and Purpose. Subject to the terms and conditions of this Grant
Agreement, the City agrees to make a grant to CHW for Phase II (the "City AHSC Grant for
Phase II") in the aggregate amount of Four Million Four Hundred Fifty Five Thousand and
00/100 Dollars ($4,550,000) to be used by CHW for the sole purpose of making capital
contributions to the Managing General Partner (the "CHW Capital Contributions"), which the
Managing General Partner shall use solely for the purpose of making capital contributions to the
Partnership (the "MGP Capital Contributions"). The Partnership shall use the proceeds of the
MGP Capital Contributions solely and exclusively for approved housing -related infrastructure
costs in connection with the development of the Project as set forth in the AHSC Documents.
The proceeds of the City AHSC Grant for Phase II (the "Grant Proceeds") shall be disbursed in
accordance with Section 3.2 hereof.
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50144442.3 National City Phase II AHSC Grant Agreement
3.2 Disbursement of the City AHSC Grant for Phase II. The City shall
disburse Grant Proceeds to CHW, from time to time, within five (5) business days of receipt of
HCD AHSC Grant funds by the City from HCD.
4. GENERAL REPRESENTATIONS, WARRANTIES AND COVENANTS
4.1 CHW's Formation, Qualification and Compliance. CHW (a) is validly
existing and in good standing under the laws of the State of California, (b) has all requisite
authority to conduct its business, and has all requisite authority to execute and perform its
obligations under this Grant Agreement.
4.2 Litigation. CHW represents and warrants that there are no material
actions, lawsuits or proceedings pending or, to the best of CHW's knowledge, threatened
against or affecting CHW, the adverse outcome of which could have a material adverse effect
on CHW's ability to perform its obligations under this Grant Agreement.
5. RETENTION OF RECORDS
CHW shall maintain all books, documents, papers, accounting records, and other
evidence pertaining to this Grant Agreement and shall make such materials available at its
office at all reasonable times for three (3) years from the date of this Agreement for inspection
by the City and for furnishing of copies to the City, if requested.
6. INDEPENDENT CONTRACTOR
Both parties hereto in the performance of this Grant Agreement will be acting in
an independent capacity and not as agents, employees, partners or joint venturers with one
another. Neither CHW nor CHW's employees are employees of the City and are not entitled to
any of the rights, benefits, or privileges of the City's employees, including but not limited to
retirement, medical, unemployment, or workers' compensation insurance.
7. CONTROL
Neither the City nor its officers, agents or employees shall have any control over
the conduct of CHW or any of CHW's employees except as herein set forth, and CHW expressly
agrees not to represent that CHW or CHW's agents, servants, or employees are in any manner
agents, servants or employees of the City, it being understood that CHW, its agents, servants,
and employees are as to the City wholly independent contractors and that CHW's obligations to
the City are solely such as are prescribed by this Grant Agreement.
8. COMPLIANCE WITH APPLICABLE LAW
CHW, in the performance of this Grant Agreement, shall comply with all
applicable State and Federal statutes and regulations, and all applicable ordinances of the City
of National City, whether now in force or subsequently enacted. CHW, and each of its
subcontractors, shall obtain and maintain a current City of National City business license prior to
and during performance of any work pursuant to this Grant Agreement.
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50144442.3 National City Phase II AHSC Grant Agreement
9. NON-DISCRIMINATION PROVISIONS
In the performance of this Grant Agreement, CHW shall: (a) not discriminate
against any employee or applicant for employment because of age, race, color, ancestry,
religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical
condition; and (b) take positive action to insure that applicants are employed without regard to
their age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin,
physical handicap, or medical condition. Such action shall include but not be limited to the
following: employment, upgrading, demotion, transfer, recruitment or recruitment advertising,
layoff or termination, rates of pay or other forms of compensation, and selection for training,
including apprenticeship.
10. INDEMNIFICATION AND HOLD HARMLESS
CHW agrees to defend, indemnify, and hold harmless the City, and its officers
and employees, against and from any and all liability, loss, damages to property, injuries to, or
death of any person or persons, and all claims, demands, suits, actions, proceedings,
reasonable attorneys' fees, and• defense costs, of any kind or nature, including workers'
compensation claims, of or by anyone whomsoever, resulting from or arising out of CHW's
negligent performance of this Grant Agreement.
11. LEGAL FEES
If any party brings a suit or action against the other party arising from any breach
of any of the covenants or agreements or any inaccuracies in any of the representations and
warranties on the part of the other party arising out of this Grant Agreement, then in that event,
the prevailing party in such action or dispute, whether by final judgment or out -of -court
settlement, shall be entitled to have and recover of and from the other party all reasonable costs
and expenses of suit, including reasonable attorneys' fees.
For purposes of determining who is to be considered the prevailing party, it is
stipulated that attorney's fees incurred in the prosecution or defense of the action or suit shall
not be considered in determining the amount of the judgment or award.
12. MEDIATION/ARBITRATION
If a dispute arises out of or relates to this Grant Agreement, or the breach
thereof, the parties agree first to try, in good faith, to settle the dispute by mediation in San
Diego, California, in accordance with the Commercial Mediation Rules of the American
Arbitration Association (the "AAA") before resorting to arbitration. The costs of mediation shall
be borne equally by the parties. Any controversy or claim arising out of, or relating to, this Grant
Agreement, or breach thereof, which is not resolved by mediation shall be settled by arbitration
in San Diego, California, in accordance with the Commercial Arbitration Rules of the AAA then
existing. Any award rendered shall be final and conclusive upon the parties, and a judgment
thereon may be entered in any court having jurisdiction over the subject matter of the
controversy. The expenses of the arbitration shall be borne equally by the parties to the
arbitration, provided that each party shall pay for and bear the costs of its own experts, evidence
and attorneys' fees, except that the arbitrator may assess such expenses or any part thereof
against a specified party as part of the arbitration award.
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50144442.3 National City Phase II AHSC Grant Agreement
13. TERMINATION
A. This Grant Agreement may be terminated by the City for
cause in the event of a material breach of this Grant Agreement and failure by CHW to cure
such breach within thirty (30) days after the giving of notice by the City. If, however, by its
nature the failure cannot reasonably be cured within thirty (30) days, CHW may have such
longer period of time as is reasonably necessary to cure the failure, provided, however, that
CHW commence said cure within said thirty (30)-day period, and thereafter diligently prosecute
said cure to completion within one hundred eighty (180) days.
B. Termination with cause shall be effected by delivery of
written Notice of Termination to CHW as provided for herein.
C. Upon termination of this Grant Agreement pursuant to the
terms hereof, the City shall have no obligation to disburse any outstanding portions of the Grant
for Phase II.
14. NOTICES
All notices or other communications required or permitted hereunder shall be in
writing, and shall be personally delivered; or sent by overnight mail (Federal Express or the
like); or sent by registered or certified mail, postage prepaid, return receipt requested; or sent by
ordinary mail, postage prepaid; or telegraphed or cabled; or delivered or sent by telex, telecopy,
facsimile or fax; and shall be deemed received upon the earlier of (i) if personally delivered, the
date of delivery to the address of the person to receive such notice, (ii) if sent by overnight mail,
the business day following its deposit in such overnight mail facility, (iii) if mailed by registered,
certified or ordinary mail, five (5) days (ten (10) days if the address is outside the State of
California) after the date of deposit in a post office, mailbox, mail chute, or other like facility
regularly maintained by the United States Postal Service, (iv) if given by telegraph or cable,
when delivered to the telegraph company with charges prepaid, or (v) if given by telex, telecopy,
facsimile or fax, when sent. Any notice, request, demand, direction or other communication
delivered or sent as specified above shall be directed to the following persons:
To the City:
To CHW:
With a copy to:
City of National City
1243 National City Blvd.
National City, California 91950
Attn: City Manager
Community HousingWorks
2815 Camino del Rio South, Suite 350
San Diego, California 92108
Attn: Anne B. Wilson, Sr. VP of Housing & Real
Estate Development
Paradise Creek II Housing Partners, L.P.
c/o The Related Companies of California
18201 Von Karman Avenue, Suite 900
Irvine, California 92612
Attn: Frank Cardone
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50144442.3 National City Phase II AHSC Grant Agreement
With a copy to:
Bocarsly Emden Cowan Esmail & Arndt LLP
633 W. 5th St., 64th FI
Los Angeles, CA 90071
Attn: Lance Bocarsly
Notice of change of address shall be given by written notice in the manner
specified in this Section. Rejection or other refusal to accept or the inability to deliver because of
changed address of which no notice was given shall be deemed to constitute receipt of the
notice, demand, request or communication sent. Any notice, request, demand, direction or
other communication sent by cable, telex, telecopy, facsimile or fax must be confirmed within
forty-eight (48) hours by letter mailed or delivered as specified in this Section.
15. MISCELLANEOUS PROVISIONS
A. Computation of Time Periods. If any date or time period
provided for in this Grant Agreement is or ends on a Saturday, Sunday or federal, state or legal
holiday, then such date shall automatically be extended until 5:00 p.m. Pacific Time of the next
day which is not a Saturday, Sunday or federal, state or legal holiday.
B. Counterparts. This Grant Agreement may be executed in
multiple counterparts, each of which shall be deemed an original, but all of which, together, shall
constitute but one and the same instrument.
C. Captions. Any captions to, or headings of, the sections or
subsections of this Grant Agreement are solely for the convenience of the parties hereto, are
not a part of this Grant Agreement, and shall not be used for the interpretation or determination
of the validity of this Grant Agreement or any provision hereof
D. No Obligations to Third Parties. Except as otherwise
expressly provided herein, the execution and delivery of this Grant Agreement shall not be
deemed to confer any rights upon, or obligate any of the parties hereto, to any person or entity
other than the parties hereto.
E. Exhibits and Schedules. The Exhibits and Schedules
attached hereto are hereby incorporated herein by this reference for all purposes.
F. Amendment to this Grant Agreement. The terms of this
Grant Agreement may not be modified or amended except by an instrument in writing executed
by each of the parties hereto.
G. Waiver. The waiver or failure to enforce any provision of
this Grant Agreement shall not operate as a waiver of any future breach of any such provision or
any other provision hereof.
H. Applicable Law. This Grant Agreement shall be governed
by and construed in accordance with the laws of the State of California.
Entire Agreement. This Grant Agreement supersedes any
prior agreements, negotiations and communications, oral or written, and contains the entire
agreement between the parties as to the subject matter hereof. No subsequent agreement,
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50144442.3 National City Phase II AHSC Grant Agreement
representation, or promise made by either party hereto, or by or to an employee, officer, agent
or representative of any party hereto shall be of any effect unless it is in writing and executed by
the party to be bound thereby.
J. Successors and Assigns. This Grant Agreement shall be
binding upon and shall inure to the benefit of the successors and assigns of the parties hereto.
K. Construction. The parties acknowledge and agree that
(i) each party is of equal bargaining strength, (ii) each party has actively participated in the
drafting, preparation and negotiation of this Grant Agreement, (iii) each such party has
consulted with or has had the opportunity to consult with its own, independent counsel and such
other professional advisors as such party has deemed appropriate, relative to any and all
matters contemplated under this Grant Agreement, (iv) each party and such party's counsel and
advisors have reviewed this Grant Agreement, (v) each party has agreed to enter into this Grant
Agreement following such review and the rendering of such advice, and (vi) any rule or
construction to the effect that ambiguities are to be resolved against the drafting party shall not
apply in the interpretation of this Grant Agreement, or any portions hereof, or any amendments
hereto.
(signatures on following page)
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50144442.3 National City Phase II AHSC Grant Agreement
IN WITNESS WHEREOF, the parties hereto have executed this Grant Agreement on the
date and year first above written.
APPROVED AS TO FORM:
Christensen & Spath LLP,
Special Counsel
By:
COMMUNITY HOUSINGWORKS
a Californianonprofit
� fit public (enefit poration
Anne B. Wilson
Senior Vice President
CITY OF NATIONAL CITY,
a California municipal corporation
By:
Walter F. Spath III, Esq., Partner
Leslie Deese
City Manager
50144442 National City Phase II AHSC Grant Agreement
IN WITNESS WHEREOF, the parties hereto have executed this Grant Agreement on the
date and year first above written.
APPROVED AS TO FORM:
Christensen & Spath LLP,
Special Counsel
By:
alter F. pa h III, Esq., Partner
COMMUNITY HOUSINGWORKS,
a California nonprofit public benefit corporation
By:
Anne B. Wilson
Senior Vice President
CITY OF NATIONAL CITY,
a California municipal corporation
By:
Leslie Deese
City Manager
50144442 National City Phase II AHSC Grant Agreement
Exhibit A
Legal Description
(attached)
A-1
50144442 National City Phase II AHSC Grant Agreement