HomeMy WebLinkAbout2019 CON CDC HA Community Housingworks and San Ysidro Health - Kimball Master Plan - Exclusive Negotiating AgreementEXCLUSIVE NEGOTIATION AGREEMENT
(D Avenue: Mixed -Use Master Plan)
BY AND AMONG
COMMUNITY DEVELOPMENT COMMISSION — HOUSING AUTHORITY OF THE
CITY OF NATIONAL CITY,
COMMUNITY HOUSINGWORKS, AND
CENTRO DE SALUD DE LA COMUNIDAD DE SAN YSIDRO, INC.
This Exclusive Negotiation Agreement ("Agreement") is dated as of the 19th day of
November, 2019 ("Effective Date"), by and among the Community Development Commission -
Housing Authority of the City of National City ("Housing Authority"), Community
HousingWorks, a California nonprofit public benefit corporation ("Developer"), and Centro De
Salud De La Comunidad De San Ysidro, Inc.("Health Service Provider").
RECITALS
WHEREAS, Housing Authority is the owner of certain real property and improvements
located on the real property identified as APN 560-410-06 as shown on the Parcel Map attached
hereto as Exhibit A (the "Parcel Map") ("the Housing Authority Site");
WHEREAS, Developer (through its affiliates) is the owner of two affordable housing
projects, commonly known as Kimball Tower and Morgan Tower, located on the real property
identified as APN 560-410-05 on the Parcel Map, which real property is located adjacent to the
Housing Authority Site (collectively, the "Kimball Residence Tower");
WHEREAS, Developer has also executed a Purchase and Sale Agreement for the purchase
of certain real property and improvements located on the real properties identified as APN 560-
410-03, APN 560,050-06, APN 560-050-12, and APN 505-050-10 on the Parcel Map (the
"Highland Avenue Site");
WHEREAS, Developer shall be the sole Developer;
WHEREAS, Developer desires to acquire the Housing Authority Site through a ground
lease from Housing Authority and work cooperatively with Housing Authority to develop a master
plan for the Housing Authority Site and the Highland Avenue Site (the "Master Plan Sites"), which
master plan may include 79 to 90 affordable units at the Housing Authority Site and 92 to 115
affordable units at the Highland Avenue Site (the "Affordable Project"), approximately [40,000]
square feet of health related space to be located on the Highland Avenue Site (the "Health Space"),
approximately 10,000 square feet of a new senior center to be located on the Housing Authority
Site (the "New Senior Center") and certain other public improvements to be agreed to between
Developer and Housing Authority on the Master Plan Sites (collectively, the "Kimball Highland
Master Plan");
WHEREAS, the Developer intends to lease the Health Space to the Health Service
Provider and the New Senior Center to Housing Authority;
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WHEREAS, the Developer and Health Service Provider have entered into a Memorandum
of Understanding dated effective as of October 2, 2019 pursuant to which Developer and Health
Service Provider will work cooperatively to formulate health related services utilizing the Health
Space that can uniquely meet the needs of low income seniors, persons with disabilities, families
and individuals and secure federal or state funding to fund such services;
WHEREAS, the Developer through its ownership of the Kimball Residence Tower is
familiar with the Master Plan Sites and the City of National City (the "City") and has substantial
prior experiences in developing projects similar to the Kimball Highland Master Plan;
WHEREAS, the Kimball Highland Master Plan would further the goals of the Housing
Authority and the City with regard to revitalizing the Master Plan Sites and surrounding areas by
providing affordable housing, creating connectivity with the existing Kimball Residence Tower,
and Kimball Park, and providing Health Space and the New Senior Center to the senior and low
income tenants (some of which may be special needs tenants) on the Master Plan Sites;
WHEREAS, Housing Authority, the Developer and Service Provider desire to enter into
this Agreement to initiate exclusive negotiations for up to three hundred sixty-five (365) days
(hereinafter referred to as the "Exclusive Negotiation Period") to allow the Developer to
(i) undertake its due diligence activities as defined within Section II.C. of this agreement; (ii)
develop the Conceptual Development Plan as defined in Section II.D. of this agreement);
(iii) establish the responsibilities, schedule, and financial parameters for designing and developing
the Kimball Highland Master Plan; (iv) negotiate the terms for the Housing Authority site; (v)
negotiate a Disposition and Development Agreement between Housing Authority and the
Developer for the Housing Authority Site (hereinafter referred to as "DDA"), and (vi) assure that
the Kimball Highland Master Plan includes the community space facilities needed to effectively
accommodate the goals of the City and Housing Authority in providing senior recreation to the
seniors and low income and special needs residents of the City.
NOW, THEREFORE, in consideration of the recitals and mutual covenants and
conditions contained herein, the parties hereto agree as follows: •
I. HOUSING AUTHORITY SITE
The Developer desires to acquire the Housing Authority Site from Housing
Authority through a ground lease for a term of 99 years for the purpose of developing the
Affordable Project and the New Senior Center. The Housing Authority and Developer will work
towards establishing the exact number of affordable residential units and square footage of the
New Senior Center Housing Authority in cooperation with each other during the Developer's due
diligence process and set forth in the Conceptual Development Program as outlined below.
II. EXCLUSIVE NEGOTIATION PERIOD
A. Exclusive Negotiation Period
The Exclusive Negotiation Period shall begin when Housing Authority executes
this Agreement (hereinafter referred to as "Commencement Date") and shall last for three hundred
and sixty five (365) days thereafter, unless extended in accordance with Sections II.E. or II.F.
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During the Exclusive Negotiation Period, the Housing Authority, Developer and Health Service
Provider agree to negotiate exclusively with one another with respect to the Housing Authority
Site, New Senior Center, Affordable Project, Kimball Highland Master Plan and Health Space. If
at the end of the Exclusive Negotiation Period, the Housing Authority and Developer have not
agreed upon mutually acceptable DDA, then this Agreement shall terminate.
B. FIRST NEGOTIATION PERIOD
During the first one hundred eighty (180) days of the Exclusive Negotiation Period
(hereinafter referred to as the "First Negotiation Period"), the Developer and Housing Authority
shall meet regularly, in good faith, and jointly formulate a proposal to develop the Kimball
Highland Master Plan (hereinafter referred to as "Conceptual Development Program").
The Conceptual Development Program is anticipated to include and delineate the
following elements:
1. The type and scope of the Kimball Highland Master Plan, New
Senior Center, Affordable Project and Health Space;
2. The interface of a phased development with the complete build out
of the Housing Authority Site and Highland Avenue Site;
3. Required on and off -site infrastructure improvements;
4. Kimball Highland Master Plan, infrastructure, and state and local
regulatory requirement costs;
5. Proposed funding responsibilities and sources for the Kimball
Highland Master Plan;
6. The parties/entities responsible for the various Kimball Highland
Master Plan development activities; and,
7. A detailed development schedule for the Kimball Highland Master
Plan.
C. DUE DILIGENCE
During the First Negotiation Period, Housing Authority and Developer, as
applicable, shall conduct their respective due diligence activities, including but not limited to:
1. Developer's timely delivery and submission to the Housing
Authority of sufficient evidence that the Developer is financially
viable with proposed sources of equity and financing required to
complete the development of Kimball Highland Master Plan;
2. Developer's timely review of preliminary title report information
prepared for the Housing Authority Site and Housing Authority's
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timely review of preliminary title report information for the
Highland Avenue Site;
3. Developer and its agents, representatives, consultants and
contractors may enter upon the Housing Authority Site, upon not
less than forty-eight (48) hours advance notice to the Housing
Authority, solely for the purpose of conducting visual, non-invasive
inspections of the Housing Authority Site. If the Developer desires
to do any invasive testing at the Housing Authority Site, the
Developer may do so only after obtaining the Housing Authority's
prior written consent to the same, which consent may be withheld or
granted on conditions in the Housing Authority's sole and absolute
discretion. The Developer shall provide the Housing Authority with
a complete set of plans, drawings and specifications ("Invasive
Testing Plans") that define to the sole satisfaction of the Housing
Authority the invasive testing to be performed on the Housing
Authority Site and the names of all environmental and other
consultants, contractors and subcontractors who will be performing
such invasive testing (collectively "Developer's Consultants"). The
Developer shall deliver the names of the Developer's Consultants
and the Invasive Testing Plans to the Housing Authority
concurrently with its request to the Housing Authority that the
Developer desires to perform invasive testing. The Developer shall
promptly restore the Housing Authority Site to the condition the
Housing Authority Site was in immediately prior to any such tests,
at the Developer's sole cost and expense. The Developer's
Consultants, the Developer and each of their agents, representatives,
consultants and contractors entering the Housing Authority Site
shall maintain commercial general liability insurance covering such
entry, in the amounts of Two Million Dollars ($2,000,000.00)
combined single limit for each occurrence or Four Million Dollars
($4,000,000.00) general aggregate for bodily injury, personal injury
and property damage including contractual liability. Prior to
entering upon the Housing Authority Site, the Developer and any of
its agents, representatives, consultants and contractors entering upon
the Housing Authority Site shall provide, additional insured
endorsements naming the Housing Authority and the City of
National City as additional insureds. The Developer shall indemnify
and defend the Housing Authority, the City of National City and
their agents and employees and the Housing Authority Site from and
against, and shall hold the Housing Authority, the City of National
City and their agents and employees and the Housing Authority Site
harmless from, any actions, losses, costs, damages, claims and/or
liabilities, including but not limited to, mechanics' and
materialmen's liens and attorney fees, proximately caused by the
actions of Developer and/or its agents, representatives, consultants
and contractors upon the Housing Authority Site. The Developer
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shall repair any damage caused to the Housing Authority Site by the
Developer or its agents, representatives, consultants and contractors.
The Developer shall not permit any mechanic's, materialman's,
contractor's, subcontractor's or other lien arising from any work
done by the Developer or its agents, representatives, consultants and
contractors pursuant to this Agreement to stand against the Housing
Authority Site. If any such lien shall be filed against the Housing
Authority Site, the Developer shall cause the same to be discharged
or bonded within ten (10) days after actual notice of such filing, by
payment, deposit, bond or otherwise. The Developer's obligations
under this Section shall survive the termination or expiration of this
Agreement; and,
4. Developer's effort in securing funding for the Kimball Highland
Master Plan; and
5. Developer's timely submission of its proposed Conceptual
Development Program to Housing Authority for review and
comment.
D. CONCEPTUAL DEVELOPMENT PROGRAM
By the end of the First Negotiation Period, Developer shall submit its proposed Conceptual
Development Program for the Kimball Highland Master Plan, which shall include a conceptual
site plan, representative floor plans, representative exterior elevations and project description and
phased project schedule for review by the Housing Authority. Thereafter, the Developer shall
prepare and process with the City any necessary land use entitlements, environmental studies and
reports. The Kimball Highland Master Plan shall include the following documents, reports and
information prior to the expiration of this Agreement:
(1) The proposed square footage and terms of operation of the Health Space,
proposed square footage and terms of operation of the New Senior Center, all proposed
public improvements, the unit mix by number of bedrooms, proposed income targeting for
the Affordable Project, the preliminary cost estimates of the Kimball Highland Master Plan
and each of its phases, a description of all site amenities and a schedule for implementation.
(2) A proposed schedule for development of the Kimball Highland Master Plan
and each of its phases.
(3) Financial pro formas for the Kimball Highland Master Plan and each of its
phases which contain: (i) the projected development budgets for the Kimball Highland
Master Plan and each of its phases, (ii) projected sources and uses analysis for the Kimball
Highland Master Plan and each of its phases, (iii) a 55-year cash flow analysis for the
Kimball Highland Master Plan and each of its phases, (iv) a proposed rent schedule and
utility allowance schedule for the Affordable Project, the New Senior Center and the Health
Space, (v) projected operating budgets for the Kimball Highland Master Plan and each of
its phases, and (vi) a phasing plan.
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(4) Preliminary evidence of conventional construction and permanent financing
options.
(5) The names and qualifications of the architect which Developer proposes to
use. The Housing Authority will approve the proposed architect in its discretion, such
approval shall not be unreasonably withheld.
(6) The name and qualifications of the management agents that Developer
proposes to use. The Housing Authority will approve the proposed management agents in
its discretion, such approval shall not be unreasonably withheld.
E. DDA
Following Conceptual Development Program if approved by the Housing
Authority, and the close of the First Negotiation Period, the Housing Authority, Health Service
Provider and Developer shall seek in good faith to negotiate and draft the DDA and any and all
other mutually acceptable agreements reasonably necessary for the Kimball Highland Master Plan
and each of its phases. However, by entering into this Agreement, the parties hereto are not
contractually bound to enter into any further agreements. However, the intent of this Agreement is
that upon its termination, this Agreement be replaced by a negotiated DDA. Thus, the Housing
Authority agrees to negotiate exclusively with the Developer for the remaining one hundred eighty
(180) days of the Exclusive Negotiation Period (hereinafter referred to as ("Second Negotiation
Period") in order to negotiate and attempt to finalize the DDA. During the Exclusive Negotiation
Period, Housing Authority and the Developer shall negotiate diligently and in good faith to attempt
to finalize the DDA.
If, at the close of the Second Negotiation Period, Housing Authority and Developer
have not agreed to the terms of the DDA, then this Agreement shall terminate. Notwithstanding
the above, Housing Authority's Executive Director, or designee, in his or her sole discretion, may
extend the Exclusive Negotiation Period for up to an additional three hundred and sixty five (365)
days to complete DDA negotiations.
Housing Authority, Health Service Provider and Developer agrees that during the
Exclusive Negotiation Period, and during all of its extensions, none of them shall negotiate or enter
into an agreement with any other person or entity regarding any portion of the Housing Authority
Site, Kimball Highland Master Plan, Highland Avenue Site, Kimball Residence Tower, New
Senior Center, Affordable Project and Health Space, unless it is with the expressed prior written
consent of the other parties hereto. The obligation to negotiate in good faith requires the respective
parties to communicate with each other with respect to those issues for which agreement has not
been reached, and such communication to follow reasonable negotiation procedures, including
meetings, telephone conversations, and correspondence. The parties understand that final accord
on all issues may not be reached. It is also understood that: (1) no party is under any obligation to
reach an agreement on the Housing Authority Site, Kimball Highland Master Plan, New Senior
Center, Affordable Project, Health Space, purchase price and/or DDA; and, (2). the Housing
Authority reserves the right to approve or reject a DDA, the Conceptual Development Program,
funding, or any disposition of the Housing Authority Site, in its sole discretion.
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F. HOUSING AUTHORITY, DEVELOPER AND HEALTH SERVICE
PROVIDER OBLIGATIONS
During the Exclusive Negotiation Period, each of Housing Authority's,
Developer's and Health Service Provider's obligations shall include, but not be limited to, the
following:
1. Housing Authority Obligations
a. Upon request of the Developer, provide the Developer with
requested documents in the Housing Authority's possession that would assist the Developer with
the due diligence activities described in this Agreement;
b. Upon acceptance of the Conceptual Development Program
and verification of Kimball Highland Master Plan's proposed financial sources of financing,
prepare a first draft of a DDA; and
c. Assist Developer in outreach efforts by helping to coordinate
with other City departments and leaders;
2. Developer Obligations
a. Developer shall perform any due diligence the Developer
deems necessary with respect to the Kimball Highland Master Plan;
b. Submit conceptual development plan for the Housing
Authority Site and Highland Avenue Site, and plans, elevations, conceptual drawings, detailed
Project development cost estimates, pro formas for improvements as well as a pro forma
summarizing the total project and respective returns and other documents necessary for Housing
Authority and City review;
c. Submit viable financial plan with proposed sources of
funding or funding commitments for the Kimball Highland Master Plan;
d. Develop conceptual phasing of site plans for submission,
providing financial analysis of each of the proposed phases of the Kimball Highland Master Plan,
identifying other possible sources of financing for the Kimball Highland Master Plan, and
coordinating and reaching out to the community and stakeholders;
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3. Health Service Provider
a. Work concurrently with the Developer relating to the Health Space
in the Conceptual Development Program;
b. Assure that the Kimball Highland Master Plan includes Health
Space needed to effectively accommodate health related goals mutually agreed by Developer and
Housing Authority; and
c. Prepare a conceptual business plan that will identify sources of
funding for health program components of the Kimball Highland Master Plan.
G. RETENTION OF DISCRETION TO APPROVE THE KIMBALL
HIGHLAND MASTER PLAN AND DDA; NO PRE -COMMITMENT.
It is anticipated that the Kimball Highland Master Plan and the DDA providing for its
implementation will be presented to the Housing Authority Board for approval. The parties
understand that the Housing Authority is reserving the right to exercise its sole and absolute
discretion as to all matters which shall include, but not be limited to the following:
1. The Housing Authority has the complete and unfettered discretion
to reject the Kimball Highland Master Plan or DDA without explanation or cause.
2. The Housing Authority shall not have any duty to ground lease the
Housing Authority Site without at minimum making all necessary findings and conclusions
which the Housing Authority may be required to make, including all necessary findings and
determinations required under CEQA, state and local land use provisions, and the California
Housing Authorities Law. As to any matter which the Housing Authority may be required to
exercise its unfettered discretion in advancing the Kimball Highland Master Plan to completion,
neither anything contained herein, nor to be contained in the DDA shall obligate the Housing
Authority to exercise its discretion in any particular manner, and any exercise of discretion
reserved hereunder or required by law, shall not be deemed to constitute a breach of Housing
Authority duties under this Agreement.
3. By its execution of this Agreement, Housing Authority is not
committing itself to, or agreeing to undertake, any activity requiring the subsequent exercise of
discretion by the Housing Authority, or any department thereof including, but not limited to, the
approval and execution of a DDA; the proposal, amendment, or approval of any land use regulation
governing the Housing Authority Site; the provision of any financial assistance for the
development of any public or private interest in real property; the acquisition of real property; or
any other such activity.
This Agreement does not constitute a disposition of property or exercise of control
over property by the Housing Authority. Housing Authority's execution of this Agreement is
merely an agreement to enter into a period of exclusive negotiations according to the terms hereof,
reserving final discretion and approval by the Housing Authority as to any proposed Kimball
Highland Master Plan, DDA and all proceedings and decisions in connection therewith.
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III. THE DEVELOPER
A. Developer's Experience.
As a condition precedent to Housing Authority's execution of this Agreement,
Developer shall have submitted to Housing Authority a description of the development experience
of the Developer, Health Service Provider and each of their principals, associates, employees,
partners, and joint ventures.
B. Offices of the Developer
The principal office of the Developer is located at:
3111 Camino del Rio North, Suite 800
San Diego, CA 92108
Other employees, consultants, or representatives of Developer who are proposed to
be directly involved in the Kimball Highland Master Plan will be identified by Developer and
submitted to Housing Authority.
C. Full Disclosure
The Developer and Health Service Provider shall each maintain full disclosure to
the Housing Authority of each of their principals, officers, stockholders, partners, joint ventures,
and all other pertinent information concerning the Developer and Health Service Provider.
D. Assignment
Neither the Developer, nor the Health Service Provider, shall assign this Agreement
without prior written approval of Housing Authority, which approval may be withheld in the
Housing Authority's sole and absolute discretion. Housing Authority agrees that, notwithstanding
the foregoing, the Developer may assign their rights under this Agreement to a corporation, trust,
limited liability company or partnership of which the Developer (or affiliates thereof) owns the
majority beneficial interest and/or operational control.
E. Progress Reports
The Developer agrees to provide, upon request, written reports advising the
Housing Authority on progress and/or problems with the proposed development every sixty (60)
days during the term of the Agreement.
F. Environmental Requirements
Certain state and local environmental requirements (including, but without
limitation, the California Environmental Quality Act of 1970, Public Resources Code Section
21000, et seq.) may be applicable to the proposed Project. Pursuant to such requirements, certain
environmental documents may be required to be prepared and certified for the proposed Project.
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IV. COSTS AND EXPENSES.
Each party shall be responsible for its own costs and expenses in connection with
any activities and negotiations undertaken in connection with the performance of its obligations
under this Agreement.
V. REAL ESTATE COMMISSIONS
A. Housing Authority has not engaged a broker, agent, or finder in
connection with this transaction. As such, Housing Authority will not be responsible for any
claims by a broker, agent or finder, and the Developer agrees to defend, indemnify, protect and
hold the Housing Authority harmless from any claim by any broker, agent, or finder retained by
the Developer. in the event that any claim, demand or cause of action for any such commission
or finder's fee is asserted against the Housing Authority, the Developer shall indemnify, defend
(with an attorney of the Housing Authority's choice) and hold harmless the Housing Authority
from and against any and all such claims, demands and causes of action and expenses related
thereto, including (without limitation) attorneys' fees and costs
VI. GENERAL PROVISIONS
A. Legal Actions
1. Institution of Legal Actions
All legal actions must be instituted and maintained in the Superior Court of
the County of San Diego, State of California, or in any other appropriate court in that county.
2. Applicable Law
The laws of the State of California shall govern the interpretation and
enforcement of this Agreement.
3. Acceptance of Service of Process
In the event that the Developer commences any legal action, service of
process on Housing Authority shall be made by personal service upon the Executive Director or
Secretary of Housing Authority, or in such other manner as may be provided by law. In the event
that any legal action is commenced by the Housing Authority against the Developer or Health
Service Provider, service of process on the Developer or Health Service Provider shall be made by
personal service upon the Developer or in such other manner as may be provided by law, and shall
be valid whether made within or without the State of California.
B. Rights and Remedies are Cumulative
Except as otherwise expressly stated in this Agreement, the rights and remedies of
the parties are cumulative, and the exercise by either party of one or more of its rights or remedies
shall not preclude the exercise by it, at the same or different times, of any other rights or remedies
for the same default or any other default by the other party.
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C. Specific Performance as Developer's Exclusive Remedy
Subject to the Developer's right to terminate this Agreement in accordance with the
terms of Subsection E of this Section VI, and notwithstanding anything to the contrary set forth in
this Agreement, the Developer's exclusive remedy for an uncured Housing Authority default under
this Agreement is to institute an action for specific performance of the terms of this Agreement,
and in no event shall the Developer have the right, and the Developer expressly waives the right,
to seek damages of any kind, including but not limited to actual damages, economic damages,
consequential damages, or lost profits, from the Housing Authority in the event of a default by the
Housing Authority under this Agreement or any action related to this Agreement.
D. Attorney's Fees
In the event of a dispute between the parties arising out of or in connection with
this Agreement, whether or not such dispute results in arbitration or litigation, the prevailing party
(whether resulting from settlement before or after arbitration or litigation is commenced) shall be
entitled to have and recover from the losing party reasonable attorneys' fees and costs of suit
incurred by the prevailing party.
E. Termination Rights
Notwithstanding the Exclusive Negotiation Period hereinabove set forth, any party
may terminate this Agreement if another party has materially defaulted in its obligations herein set
forth, and the terminating party has provided the defaulting party with written notification of such
determination, and the defaulting party has refused to cure same. The written notification shall set
forth the nature of the actions required to cure such default if curable. The defaulting party shall
have thirty (30) days from the date of the written notification to cure such default; provided,
however, if such default cannot reasonably be cured within such thirty (30) day period, the non -
defaulting party shall not terminate this Agreement or pursue any other remedies for default
hereunder if the defaulting party commences cure within such thirty (30) day period and thereafter
diligently prosecutes such cure to completion within the next thirty (30) days. If such default is
not cured within the thirty (30) days, or within the subsequent thirty (30) days if commencement
of a cure has occurred, the termination shall be deemed effective. For purposes of this subsection,
the parties hereby acknowledge that time is of the essence.
Each party shall also have the right to terminate this Agreement in the event that
Housing Authority or the Developer determines that (a) the Kimball Highland Master Plan is
infeasible, based on financial or environmental impact considerations, or not in the public interest;
or (b) the parties reach an impasse in their negotiation of the DDA which cannot be resolved after
good faith efforts.
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F. Notices Demand and Communications Between the Parties
Formal notices, demands, and communications between Housing Authority and
Developer shall be given either by (i) personal service, (ii) delivery by reputable document delivery
service such as Federal Express that provides a receipt showing date and time of delivery, or (iii)
or by mailing in the United States mail, certified mail, postage prepaid, return receipt requested,
addressed to:
To Housing Authority:
With copy to:
To Developer:
With a copy to:
To Health Service Provider:
Community Development Commission -
Housing Authority of the City of National
City 1243 National City Boulevard
National City, CA 91950
Attn: Brad Raulston, Executive Director
City Attorney
1243 National City Boulevard
National City, CA 91950
Community HousingWorks
3111 Camino del Rio North, Suite 800
San Diego CA 92108
Attn: Susan M. Reynolds
President and CEO
Developer's Counsel:
Irene Kuei, Esq.
Downs Pham,& Kuei
235 Montgomery Street, 30`h Floor
San Francisco, CA 94104
San Ysidro Health
1601 Precision Park Lane
San Diego, CA 92173
Attn: Kevin Mattson
Notices personally delivered or delivered by document delivery service shall be
deemed effective upon receipt. Notices mailed in the manner provided above shall be deemed
effective on the second business day following deposit in the United States mail. Such written
notices, demands, and communications shall be sent in the same manner to such other addresses
as either party may from time to time designate by mail.
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G. No liability of City and Housing Authority Officials and Employees
No member, official, employee, or contractor of the City or the Housing Authority
shall be personally liable to the Developer or Health Service Provider in the event of any default
or breach by the Housing Authority or for any amount, which may become due to the Developer
or Health Service Provider or on any obligations under the terms of the Agreement.
No member, official, employee, or contractor of the Developer shall be personally
liable to the City or the Housing Authority in the event of any default or breach by Developer or
for any amount, which may become due to the City or the Housing Authority or on any obligations
under the terms of the Agreement.
H. Interpretation
The terms of this Agreement shall be construed in accordance with the meaning of
the language used and shall not be construed for or against either party by reason of the authorship
of this Agreement or any other rule of construction which might otherwise apply. The Part and
Paragraph headings are for purposes of convenience only, and shall not be construed to limit or
extend the meaning of this Agreement.
I. Entire Agreement, Waivers, and Amendments
This Agreement constitutes the entire understanding and agreement of the parties,
integrates all of the terms and conditions mentioned herein, or incidental hereto, and supersedes
all negotiations or previous agreements between the parties with respect to all or any part of the
subject matter hereof. No modification, rescission, waiver, release or amendment of any provision
of this Agreement shall be made except by a written agreement executed by the Housing Authority,
Health Service Provider and Developer.
J. Counterparts
This Agreement may be executed in counterparts, each of which, after all the parties
hereto have signed this Agreement, shall be deemed original and such counterparts shall constitute
the same instrument.
K. Successors
This Agreement shall be binding upon and shall inure to the benefit of the permitted
successors of each of the parties hereto.
L. Further Assurances
The parties hereto each agree, without further consideration, to execute such other
and further documents, and to perform such other and further acts, as may be necessary or proper
in order to consummate the transaction set forth in and contemplated by this Agreement.
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M. Severability
In the event any section or portion of this Agreement shall be held, found, or
determined to be unenforceable or invalid for any reason whatsoever, the remaining provisions
shall remain in effect, and the parties hereto shall take further actions as may be reasonably
necessary and available to them to effectuate the intent of the parties as to all provisions set forth
in this Agreement.
N. Time is of the Essence
Time is of the essence for each of the Developer's and Health Service Provider's
obligations under this Agreement.
O. Confidentiality
The Developer acknowledges and agrees that the Housing Authority is a public
entity with a responsibility and, in many cases, legal obligation to conduct its business in a manner
open and available to the public. Accordingly, any information provided by the Developer to the
Housing Authority with respect to the Housing Authority Site, the Kimball Highland Master Plan,
the Developer may be disclosed to the public either purposely, inadvertently, or as a result of a
public demand or order.
P.
Signature Authority.
All individuals signing this Agreement for a party which is a corporation, limited
liability company, partnership or other legal entity, or signing under a power of attorney, or as a
trustee, guardian, conservator, or in any other legal capacity, covenant to the Housing Authority
that they have the necessary capacity and authority to act for, sign and bind the respective entity
or principal on whose behalf they are signing.
[SIGNATURES BEGIN ON FOLLOWING PAGE]
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IN WITNESS WHEREOF, the Housing Authority, the Developer, and the Health Service
Provider have signed this Agreement on the respective dates set forth below.
COMMUNITY DEVELOPMENT
COMMISSION -HOUSING AUTHORITY OF
THE CITY OF NATIONAL CITY
By:
DEVELOPER;
Community HousingWorks,
a California non-profit public
benefit corporation.
Brad ive Director By:
APPROVED AS TO FORM:
/ Centro De Salud De La Codad
By. �i
De San Ysidro,Inc. muni
Mary Jan= : go • ski
Senior Ve Pr si ent, Housing and
Real Estate Department
HEALTH SERVICE
PROVIDER
• gil ' • rr' ne , Housing
Gen/ . ounsel
Dated: November 18, 2019
By:
Kevin Mattson
President & CEO
Page 15 of 16
IN WITNESS WHEREOF, the Housing Authority, the Developer, and the Health
Service Provider have signed this Agreement on the respective dates set forth below.
COMMUNITY DEVELOPMENT
COMMISSION -HOUSING AUTHORITY OF
THE CITY OF NATIONAL CITY
By:
Bra
aulston
DEVELOPER;
Community HousingWorks,
a California non-profit public
benefit corporation.
ecutive Director By:
APPROVED AS TO FORM:
By:
Dated: November 18, 2019
Mary Jane Jagodzinski
Senior Vice President, Housing and
Real Estate Department
HEALTH SERVICE
PROVIDER
Centro De Salud De La Comunidad
De San Ysidro, Inc.
By:
Kevin Mattson
President & CEO
Page 15 of 16
IN WITNESS WHEREOF, the Housing Authority, the Developer, and the Health Service
Provider have signed this Agreement on the respective dates set forth below.
COMMUNITY DEVELOPMENT DEVELOPER;
COMMISSION -HOUSING AUTHORITY OF Community HousingWorks,
THE CITY OF NATION • CITY a California non-profit public
benefit corporation.
By:
ecutive Director By:
APPROVED AS TO F
• 4 gil P • is- o es
ounsel
Dated: November 18, 2019
orrty
Mary Jane odzi
Senior Vi President, Housing and
Real Estate Department
HEALTH SERVICE
PROVIDER
Centro De Salud De La Comunidad
e San Ysidro, Inc.
By:
Kevin Mattson
President & CEO
Page 15 of 16
IN WITNESS WHEREOF, the Housing Authority, the Developer, and the Health
Service Provider have signed this Agreement on the respective dates set forth below.
COMMUNITY DEVELOPMENT DEVELOPER;
COMMISSION -HOUSING AUTHORITY OF Community HousingWorks,
THE CITY OF NATIONAL CITY a California non-profit public
benefit corporation.
By:
Brad Raulston, Executive Director By:
Mary Jane Jagodzinski
Senior Vice President, Housing and
Real Estate Department
HEALTH SERVICE
APPROVED AS TO FORM: PROVIDER
B
s-Jon
al Counsel
Dated: November 18, 2019
Page 15 of 16
Centro De Salud De La Comunidad
De San Ysidro, Inc.
Kevin Mattson
President & CEO
EXHIBIT A
PARCEL MAP
Page 16 of 16
00 n�is' -a(
PROPOSED SENIOR CENTER, SYHC AND RESIDENTIAL TOWERS
APN 5604t0-O5
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i•
RES/DENCE TONER
/ / "APN3_da000
•
1
./ `
�y F
/ . A : 'Y • As
SYNC AND EAST
RESIDENCE TONER
APN 560-u5[t 10
RrtrOSILD WOO Rom/
,Aar,RnaA.
EXCEL
rmy
0 J1 SP 90 110
RESOLUTION NO. 2019 — 74
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION -HOUSING
AUTHORITY OF THE CITY OF NATIONAL CITY AUTHORIZING THE EXECUTIVE
DIRECTOR TO EXECUTE AN EXCLUSIVE NEGOTIATION AGREEMENT BY AND
BETWEEN THE COMMUNITY DEVELOPMENT COMMISSION -HOUSING
AUTHORITY OF THE CITY OF NATIONAL CITY, COMMUNITY HOUSINGWORKS,
AND CENTRO DE LA SALUD DE LA COMUNIDAD DE SAN YSIDRO, INC., FOR THE
DEVELOPMENT OF THE KIMBALL HIGHLAND MASTER PLAN THAT INCLUDES
UP TO 90 AFFORDABLE HOUSING UNITS AND A NEW KIMBALL SENIOR CENTER
ON A HOUSING AUTHORITY PARCEL LOCATED AT 1221 D AVENUE; UP TO 115
AFFORDABLE HOUSING UNITS AND A PROGRAM OF ALL-INCLUSIVE CARE FOR
THE ELDERLY (PACE) CENTER ON A PRIVATELY OWNED PARCEL LOCATED AT
1320 HIGHLAND AVENUE; AND OTHER PUBLIC IMPROVEMENTS
WHEREAS, Community Development Commission -Housing Authority of the City
of National City ("Housing Authority") is the owner of certain real property and
improvements located on the real property identified as APN 560-410-06 (1221 D Avenue,
National City) ("the Housing Authority Site"); and
WHEREAS, Community HousingWorks ("Developer"), through its affiliates, is the
owner of two affordable housing projects, commonly known as Kimball Tower and Morgan
Tower, located on the real property identified as APN 560-410-05 (1317 D Ave, National
City) which real property is located adjacent to the Housing Authority Site (collectively, the
"Kimball Residence Tower"); and
WHEREAS, the Developer has also executed a Purchase and Sale Agreement for
the purchase of certain real property and improvements located on the real properties
identified as APN 560-410-03, APN 560,050-06, APN 560-050-12, and APN 505-050-10
(a western portion of 1320 Highland Avenue, National City) (the "Highland Avenue Site");
and
WHEREAS, the Developer is the sole Developer; and
WHEREAS, Developer desires to acquire the Housing Authority Site through a
ground lease from Housing Authority and work cooperatively with Housing Authority to
develop a master plan for the Housing Authority Site and the Highland Avenue Site (the
"Master Plan Sites"), which master plan may include 79 to 90 affordable units at the
Housing Authority Site and 92 to 115 affordable units at the Highland Avenue Site (the
"Affordable Project"), approximately [40,000] square feet of health related space to be
located on the Highland Avenue Site (the "Health Space"), approximately 10,000 square
feet of a new senior center to be located on the Housing Authority Site (the "New Senior
Center") and certain other public improvements to be agreed to between Developer and
Housing Authority on the Master Plan Sites (collectively, the "Kimball Highland Master
Plan"); and
WHEREAS, the Developer intends to lease the Health Space to the Health Service
Provider and the New Senior Center to the Housing Authority; and
Resolution No. 2019 — 74
Page Two
WHEREAS, the Developer and Centro de la Salud De La Comunidad de San
Ysidro, Inc. ("Health Service Provider") have entered into a Memorandum of
Understanding with an effective date of October 2, 2019 pursuant to which Developer and
Health Service Provider will work cooperatively to formulate health related services
utilizing the Health Space that can uniquely meet the needs of low income seniors, persons
with disabilities, families and individuals and secure federal or state funding to fund such
services; and
WHEREAS, the Developer through its ownership of the Kimball Residence Tower
is familiar with the Master Plan Sites and the City of National City (the "City") and has
substantial prior experiences in developing projects similar to the Kimball Highland Master
Plan; and
WHEREAS, the Kimball Highland Master Plan would further the goals of the
Housing Authority and the City with regard to revitalizing the Master Plan Sites and
surrounding areas by providing affordable housing, creating connectivity with the existing
Kimball Residence Tower, and Kimball Park, and providing Health Space and the New
Senior Center to the senior and low income tenants (some of which may be special needs
tenants) on the Master Plan Sites; and
WHEREAS, Section T. titled Leasing to Non -Profit Organizations of City Council
Policy No. 901 allows for direct negotiations with nonprofit organizations for the use of
City -owned lands for the purpose of providing the community with cultural, recreational,
educational enrichment, and other public services to the citizens and visitors of National
City; and
WHEREAS, Housing Authority, the Developer and Service Provider desire to enter
into this Agreement to initiate exclusive negotiations for up to three hundred sixty-five (365)
days (hereinafter referred to as the "Exclusive Negotiation Period") to allow the Developer
to (i) undertake its due diligence; (ii) develop the Conceptual Development Plan;
(iii) establish the responsibilities, schedule, and financial parameters for designing and
developing the Kimball Highland Master Plan; (iv) negotiate the terms for the Housing
Authority site; (v) negotiate a Disposition and Development Agreement between Housing
Authority and the Developer for the Housing Authority Site and (vi) assure that the Kimball
Highland Master Plan includes the community space facilities needed to effectively
accommodate the goals of the City and Housing Authority in providing senior recreation
to the seniors and low income and special needs residents of the City.
Resolution No. 2019 — 74
Page Three
NOW, THEREFORE, BE IT RESOLVED that the Community Development
Commission -Housing Authority of the City of National City authorizes the Executive
Director or authorized designee to execute an Exclusive Negotiation Agreement by and
between the Community Development Commission -Housing Authority of the City of
National City, Community HousingWorks, and Centro De La Salud De La Comunidad
de San Ysidro, Inc., for the development of the Kimball Highland Master Plan that
includes up to 90 affordable housing units and a new Kimball Senior Center on a Housing
Authority parcel located at 1221 D Avenue; up to 115 affordable housing units and a
Program of All -Inclusive Care for the Elderly (PACE) Center on a privately owned parcel
located at 1320 Highland Avenue; and other public improvements. Said Exclusive
Negotiation Agreement is on file in the Office of the City Clerk of the City of National
City.
PASSED and ADOPTED this 19th day of November, 2019
Alejandra Sotelo-Solis, Mayor
ATTEST:
fill Michael R. Dalla, City Clerk
APPROVED AS O FORM:
. Morris Jones
Attorney
Passed and adopted by the Community Development Commission -Housing Authority of
the City of National City, California, on November 19, 2019 by the following vote, to -wit:
Ayes: Commissioners Cano, Morrison, Quintero, Rios, Sotelo-Solis.
Nays: None.
Absent: None.
Abstain: None.
AUTHENTICATED BY: ALEJANDRA SOTELO-SOLIS
Chairman, Housing Authority
BRAD RAULSTON
Secretary, Housing Authority
By:
Deputy
I HEREBY CERTIFY that the above and foregoing is a full, true and correct copy of
RESOLUTION NO. 2019-74 of the Community Development Commission -Housing
Authority of the City of National City, California, passed and adopted on
November 19, 2019.
ousing Authority
By:
Deputy
CITY OF NATIONAL CITY, CALIFORNIA
COMMUNITY DEVELOPMENT COMMISSION -HOUSING AUTHORITY
COUNCIL AGENDA STATEMENT
"FETING DATE: November 19, 2019 AGENDA ITEM NO.: 32
i i EM TITLE:
Resolution of the Community Development Commission -Housing Authority of the City of National City authorizing
the Executive Director to execute an Exclusive Negotiating Agreement by and between the Community
Development Commission -Housing Authority of the City of National City, Community HousingWorks, and Centro
De La Salud De La Comunidad de San Ysidro, Inc. (San Ysidro Health) for the development of the Kimball Highland
Master Plan that includes up to 90 affordable housing units and a new Kimball Senior Center on a Housing Authority
parcel located at 1221 D Avenue; up to 115 affordable housing units and a Program of All -Inclusive Care for the
Elderly (PACE) Center on a privately owned parcel located at 1320 Highland Avenue; and other public
improvements.
PREPARED BY: Carlos Aguirre, Director DEPARTMENT: Hourity
PHONE: 619-336-4391
EXPLANATION:
See attached.
APPROVED BY:
FINANCIAL STATEMENT: APPROVED:�/arfc-�,��� FINANCE
ACCOUNT NO. APPROVED: MIS
Pursuant to the ENA, each party will be responsible for their own costs. The Housing Authority has budgeted
$15,000.00 for consultant services needed during the negotiation period in the Low & Mod Income Housing Asset
Fund account 532-419-462-213-0000 Professional Services.
ENVIRONMENTAL REVIEW:
Certain state and local requirements (including but without limitation, the California Environmental Quality Act of
1970) may be applicable to the proposed Project. Pursuant to such requirements, certain environmental
documents may be required to be prepared and certified for the Project.
ORDINANCE: INTRODUCTION FINAL ADOPTION
STAFF RECOMMENDATION:
Adopt the Resolution.
BOARD / COMMISSION RECOMMENDATION:
Not applicable.
TACHMENTS:
i . Explanation
2. Project Presentation
3. Exclusive Negotiating Agreement
4. Resolution
0
Attachment No. 1
Kimball Highland Master Plan
Consideration of Proposed ENA
Background
Proposed is consideration of an agreement for the Community Development Commission -Housing
Authority of the City of National City ("Housing Authority") to work with a nonprofit affordable
housing developer and a nonprofit health provider in development of a master plan concept, called
the Kimball Highland Master Plan. The proposed master plan site implements and supports the
urban village concept of creating resilient, age -friendly cities that include the social and physical
infrastructure for healthy aging, including affordable housing, amenities including parks, libraries,
and senior centers, plus access to full service health facilities and transit.
Located across from Kimball Park, adjacent to the Kimball Tower and Morgan Tower senior
affordable housing recently sold to a partnership led by Community HousingWorks, the conceptual
master plan includes several sites for a phased master development, including: 1) the approximate
1.73 acre Housing Authority owned site of the current Senior Center at the corner of East 12th
Street and D Avenue; 2) Approximately 1.51 acres adjacent to Kimball Way, immediately
adjacent to Kimball Tower, which Community HousingWorks has under site control through a
Purchase Agreement with the private owner; and 3) public infrastructure including a portion of
Kimball Way.
Exclusive Negotiation Agreement (ENA)
For consideration is an Exclusive Negotiation Agreement ("ENA") between the following parties:
• The Community Development Commission -Housing Authority of the City of National
City ("Housing Authority");
• Community HousingWorks ("CHW") in the role of Developer/Owner, as well as the
current owner of adjacent Kimball Tower and Morgan Tower affordable housing, plus
future owner, through a Purchase and Sale Agreement, of an adjacent parcel bordering
Kimball Way; and,
• San Ysidro Health ("SYH") as the Health Services provider. SYH owns a property across
the street from the proposed master plan sites; CHW and San Ysidro Health have executed
a Memorandum of Understanding ("MOU") to work cooperatively to formulate health
related services
The agreement requires that during a 365-day term, the Housing Authority would exclusively
negotiate with the parties regarding development of the master plan, with intent that such would
include negotiation of a Disposition and Development Agreement ("DDA"). The DDA, including
a Ground Lease of the parcel currently owned by the Housing Authority, would require future
review and approval by the Housing Authority. During the first 180 days of the ENA, the
Developer's responsibilities include conducting due diligence, creation of a conceptual
development and financing plan, and submittal to the city. During the last 180 days, the parties
would negotiate a DDA.
Description of Proposed Master Plan
Conceived on the vision that National City be an age -friendly city in the village concept, the
Kimball Highland Master Plan proposes to revitalize the delineated sites, and create new housing
that is supported by access to health care, specialized senior services, and amenities. Under a
1
Attachment No. 1
village concept, older adults are connected to educational and social programming and services,
reducing barriers to mobility and health services that cause senior isolation and reduced quality of
life.
The concept builds on existing city center amenities, including Kimball Park, the city library,
access to retail businesses on Highland Avenue including Walmart and the 99 Cents Store, the
George Waters Nutrition Center located in Morgan Tower, and senior affordable housing. New
amenities proposed by the Developer in the master plan include a 10,000 sf Senior Center replacing
the current, and a new major 40,000 sf San Ysidro Health Center to' include a federally qualified
health center ("FQHC") and expanded senior Program of All -Inclusive Care for the Elderly
(PACE) program. Additionally, the development would provide approximately 250 parking spaces
to accommodate the employees of the health center in this new employment hub.
The proposed Kimball Highland Master Plan anticipates at least two development phases. The
eastern phase, located on land that CHW has under Purchase contract with a private landowner,
would maximize density as practical, and include approximately 92-115 affordable housing
apartments in addition to a new San Ysidro Health Center, noted above. The Health Center would
serve residents of the new housing, existing Kimball Tower and Morgan Tower, neighbors, as well
as other National City residents, thus creating comprehensive community benefit. Further, there
may be other phases associated with improvement of the public infrastructure to better serve the
village residents. The western phase of the master plan, located on City -owned land that is
proposed to have a long-term ground lease with the Developer, would include a new Senior Center
plus approximately 79-90 affordable housing apartments serving working families and seniors on
fixed incomes. The Senior Center would serve all city seniors, including the residents of Kimball
Tower and Morgan Tower and new senior residents of both development phases, just as the George
Waters Nutrition Center serves both the immediate and community residents. Together, both
phases would add over 170 units of intergenerational homes.
The infill location, existing and proposed amenities would promote pedestrian access and
walkability for recreation, access to public transit, health services, and commerce. Connection to
Kimball Park, a new Senior Center, housing; and improved access to retail on Highland Avenue
via new pedestrian paths would promote healthy lifestyles and intergenerational living, where
residents in a village concept can age in place with resources to promote health and well-being.
Conceptual site plan and elevations are included in the Developer's Power Point presentation
attached.
Parties to ENA
Both Community HousingWorks and San Ysidro Health are landowners adjacent to the proposed
master plan site. Community HousingWorks is a 31-year-old nonprofit owner and developer of
affordable housing across California. CHW was the co -general partner with Related California for
Paradise Creek I -II, is the owner of Kimball Tower and Morgan Tower (both of which are currently
undergoing extensive renovations), and has extensive experience in development including mixed -
use developments, master plans. CHW owns 42 apartment communities including over 3,700
units, with 1,120 additional apartments in the development pipeline; they have been nationally
recognized as a pioneer in sustainable development and for innovative financing.
2
Attachment No. 1
San Ysidro Health is a 50 year old non-profit provider of health services and specifically services
to seniors, with three existing health facilities in National City and many others throughout the San
Diego region. The mission of San Ysidro Health is to improve the health and well-being of the
communities it serves with access for all. SYH proposes to expand their presence and services in
National City with an expanded full -service PACE center and full -service, federally -qualified
health clinic (FQHC).
Proposed team members include M.W. Steele Group as the conceptual architect and design lead,
Excel Engineering as the civil engineer, and CHPC as the financial consultant to the Developer.
3
Attachment No. 2
Kimball Highland Master Plan
Presentation
to the
Community Development Commission -Housing Authority
of the City of National City
«cau�roy1sig�ui Orr
November 19. 2019
chworks.org
lu mimsus 4
Kimball Highland Master Plan
Team
• Developer/Owner:
• Health Service Provider:
• Design and Finance Team
• Conceptual Plan Architect:
■ Civil Engineer:
• Financial Consultant:
Community HousingWorks (CHW)
San Ysidro Health (SYH)
M.W. Steele Group
Excel Engineering
California Housing Partnership
chworks.org
luNlmsus
cmasirman
Attachment No. 2
Community HousingWorks (CHW)
Iropow •
Stagg •
11.4.41A_
w *
ow
CHW
31 years old, nationally recognized 501(c)(3)
nonprofit
Owner/Developer across California
Serving more than 9,000 working families,
children and seniors
42 Communities
3,670
Apartments
1.120 Apartments
In Development
chworks.org
tsr L Nioosus
Recent CHW Master Plans
Mission Cove Seniors I Oceanside
• Master Plan on 14.5 acres
• 138 senior apartments
1111
CHW
North Park Seniors I San Diego
• Master Plan
• Mixed -income, 194 total apartments
• 76 affordable apartments
developed/owned by CHW
• 118 market -rate apartments
Innovative Entitlements — pioneered
density bonus transfer (now San Diego code)
CHW Commercial Experience
• Solara, Poway — 2,000 SF
• Paseo Artist Village, Vista — 2.000 SF
• Parks at Fig, Fresno — 6,400 SF
• Senior Staff with extensive commercial
development experience
Paradise Creek Kimball Tower & Morgan Tower
• Mixed -use, 201 apartments • 303 apartments
• 1.160 SF commercial space • 6.560 SF Nutrition Center
chworks.org
2
Attachment No. 2
San Ysidro Health (SYH)
Whi,,
itt
chworks.org
•MNY
■DRD
FsuTH
• 50 years old, nationally recognized 501(c)(3)
nonprofit
• Federally Qualified Health Center (FQHC)
• Provides high quality, accessible and affordable
health care services
• Serve more than 97,000 persons
• 34 program sites across San Diego County
• Including Program for All Inclusive Care for the
Elderly (PACE)
• Adjacent land owner
QUNI11E8Ui iyi i�ik
swam 0.,... m..
Kimball Highland Master Plan
chworks.org
Aimaion
LUNIIISIi
3
Attachment No. 2
Kimball Highland Master Plan
1 [ 4 ••j SYNC c, 11 te71
F
u> -*. � Site 1 j.
City-
--Owned
r. land'
•
Cottlroi'
Vt. OM
i'I
■ Area surrounding CHW-controlled properties
• Village concept — age -friendly city. adults age in place with amenities
and resources to promote health and well-being
CHw
4., - i
i
•
tod : 99 Centn
..- Store . i
•
E#
le_:Street
chworks.org
Kimball Highland Master Plan
Conceptual Site Plan
l. i,114
41\1�M N w;
..nr �ti • t N.q rit ...
��'"�'� Iy.i�
\-Az x• ,.:e *.'.s:'.4' A' M y
l'
J...
Pedestrian Access
'411'.k II,•
r •
tat
CH W
chworks.org
LuNIizsY* toar.6.
....,.. eeeor•,err
4
Attachment No. 2
Kimball Highland Master Plan
Conceptual Phases
Site 2
CHWControiied land
chworks.org
Kimball Highland Master Plan
Concept: Site 1 (City -Owned Land)
Residential -,
I L
CHW
• 10,000 SF Senior Center
• 79-90 affordable apartments,1,600 SF
amenity space
• Plaza and garden
is Assumed ground lease from City
chworks.org
tar tutuisI*tJ i4
5
Attachment No. 2
Kimball Highland Master Plan
Concept: Site 2 (CHW-Controlled Land}
4. 41.
•
Pace Entry at Kimball Way
CHW
• 40,000 SF San Ysidro Health Center with
PACE program
■ 92-112 affordable apartments, 4,000 SF
amenity space
• Health Center is new employment base
with well -paying health care jobs
11.10
Second Floor
Residential on Floors 3, 4, 5
chworks.org
(urlmsus 4
11111
CHW
Exclusive Negotiating Agreement (ENA)
chworks.org
6
Attachment No. 2
Kimball Highland Master Plan
Exclusive Negotiating Agreement (ENA)
• Parties:
• CHW: Site due diligence, submit conceptual plan to city, financial plan and
cost estimates
• SYH: Work with CHW on conceptual plan and health space, conceptual
business plan, identify funding sources for health programs
• Term: 365 days
• First Negotiation Period: 180 days
• CHW and Housing Authority to develop proposal for Conceptual Development
Plan, financing plan
• Includes due diligence period
■ DDA: Negotiate starting at 180 days
■ Assumed ground Lease of City -owned land (Site 1)
tit
CHW
chworks.org
111
Thank You!
Questions
chworks.org
7
Attachment No. 3
EXCLUSIVE NEGOTIATION AGREEMENT
(D Avenue: Mixed -Use Master Plan)
BY AND AMONG
COMMUNITY DEVELOPMENT COMMISSION — HOUSING AUTHORITY OF THE
CITY OF NATIONAL CITY,
COMMUNITY HOUSINGWORKS, AND
CENTRO DE SALUD DE LA COMUNIDAD DE SAN YSIDRO, INC.
This Exclusive Negotiation Agreement ("Agreement") is dated as of the 18th day of
November, 2019 ("Effective Date"), by and among the Community Development Commission -
Housing Authority of the City of' National City ("Housing Authority"), Community
HousingWorks, a California nonprofit public benefit corporation ("Developer"), and Centro De
Salud De La Comunidad De San Ysidro, Inc.("Health Service Provider").
RECITALS
WHEREAS, Housing Authority is the owner of certain real property and improvements
located on the real property identified as APN 560-410-06 as shown on the Parcel Map attached
hereto as Exhibit A (the "Parcel Map") ("the Housing Authority Site");
WHEREAS, Developer (through its affiliates) is the owner of two affordable housing
projects, commonly known as Kimball Tower and Morgan Tower, located on the real property
identified as APN 560-410-05 on the Parcel Map, which real property is located adjacent to the
Housing Authority Site (collectively, the "Kimball Residence Tower");
WHEREAS, Developer has also executed a Purchase and Sale Agreement for the purchase
of certain real property and improvements located on the real properties identified as APN 560-
410-03, APN 560,050-06, APN 560-050-12, and APN 505-050-10 on the Parcel Map (the
"Highland Avenue Site");
WHEREAS, Developer shall be the sole Developer;
WHEREAS, Developer desires to acquire the Housing Authority Site through a ground
lease from Housing Authority and work cooperatively with Housing Authority to develop a master
plan for the Housing Authority Site and the Highland Avenue Site (the "Master Plan Sites"), which
master plan may include 79 to 90 affordable units at the Housing Authority Site and 92 to 115
affordable units at the Highland Avenue Site (the "Affordable Project"), approximately [40,000]
square feet of health related space to be located on the Highland Avenue Site (the "Health Space"),
approximately 10,000 square feet of a new senior center to be located on the Housing Authority
Site (the "New Senior Center") and certain other public improvements to be agreed to between
Developer and Housing Authority on the Master Plan Sites (collectively, the "Kimball Highland
Master Plan");
WHEREAS, the Developer intends to lease the Health Space to the Health Service
Provider and the New Senior Center to Housing Authority;
Page 1 of 16
Attachment No. 3
WHEREAS, the Developer and Health Service Provider have entered into a Memorandum
of Understanding dated effective as of October 2, 2019 pursuant to which Developer and Health
Service Provider will work cooperatively to formulate health related services utilizing the Health
Space that can uniquely meet the needs of low income seniors, persons with disabilities, families
and individuals and secure federal or state funding to fund such services;
WHEREAS, the Developer through its ownership of the Kimball Residence Tower is
familiar with the Master Plan Sites and the City of National City (the "City") and has substantial
prior experiences in developing projects similar to the Kimball Highland Master Plan;
WHEREAS, the Kimball Highland Master Plan would further the goals of the Housing
Authority and the City with regard to revitalizing the Master Plan Sites and surrounding areas by
providing affordable housing, creating connectivity with the existing Kimball Residence Tower,
and Kimball Park, and providing Health Space and the New Senior Center to the senior and low
income tenants (some of which may be special needs tenants) on the Master Plan Sites;
WHEREAS, Housing Authority, the Developer and Service Provider desire to enter into
this Agreement to initiate exclusive negotiations for up to three hundred sixty-five (365) days
(hereinafter referred to as the "Exclusive Negotiation Period") to allow the Developer to
(i) undertake its due diligence activities as defined within Section II.C. of this agreement; (ii)
develop the Conceptual Development Plan as defined in Section II.D. of this agreement);
(iii) establish the responsibilities, schedule, and financial parameters for designing and developing
the Kimball Highland Master Plan; (iv) negotiate the terms for the Housing Authority site; (v)
negotiate a Disposition and Development Agreement between Housing Authority and the
Developer for the Housing Authority Site (hereinafter referred to as "DDA"), and (vi) assure that
the Kimball Highland Master Plan includes the community space facilities needed to effectively
accommodate the goals of the City and Housing Authority in providing senior recreation to the
seniors and low income and special needs residents of the City.
NOW, THEREFORE, in consideration of the recitals and mutual covenants and
conditions contained herein, the parties hereto agree as follows:
I. HOUSING AUTHORITY SITE
The Developer desires to acquire the Housing Authority Site from Housing
Authority through a ground lease for a term of 99 years for the purpose of developing the
Affordable Project and the New Senior Center. The Housing Authority and Developer will work
towards establishing the exact number of affordable residential units and square footage of the
New Senior Center Housing Authority in cooperation with each other during. the Developer's due
diligence process and set forth in the Conceptual Development Program as outlined below.
II. EXCLUSIVE NEGOTIATION PERIOD
A. Exclusive Negotiation Period
The Exclusive Negotiation Period shall begin when Housing Authority executes
this Agreement (hereinafter referred to as "Commencement Date") and shall last for three hundred
and sixty five (365) days thereafter, unless extended in accordance with Sections II.E. or II.F.
Page 2 of 16
Attachment No. 3
During the Exclusive Negotiation Period, the Housing Authority, Developer and Health Service
Provider agree to negotiate exclusively with one another with respect to the Housing Authority
Site, New Senior Center, Affordable Project, Kimball Highland Master Plan and Health Space. If
at the end of the Exclusive Negotiation Period, the Housing Authority and Developer have not
agreed upon mutually acceptable DDA, then this Agreement shall terminate.
B. FIRST NEGOTIATION PERIOD
During the first one hundred eighty (180) days of the Exclusive Negotiation Period
(hereinafter referred to as the "First Negotiation Period"), the Developer and Housing Authority
shall meet regularly, in good faith, and jointly formulate a proposal to develop the Kimball
Highland Master Plan (hereinafter referred to as "Conceptual Development Program").
The Conceptual Development Program is anticipated to include and delineate the
following elements:
1. The type and scope of the Kimball Highland Master Plan, New
Senior Center, Affordable Project and Health Space;
2. The interface of a phased development with the complete build out
of the Housing Authority Site and Highland Avenue Site;
3. Required on and off -site infrastructure improvements;
4. Kimball Highland Master Plan, infrastructure, and state and local
regulatory requirement costs;
5. Proposed funding responsibilities and sources for the Kimball
Highland Master Plan;
6. The parties/entities responsible for the various Kimball Highland
Master Plan development activities; and,
7. A detailed development schedule for the Kimball Highland Master
Plan.
C. DUE DILIGENCE
During the First Negotiation Period, Housing Authority and Developer, as
applicable, shall conduct their respective due diligence activities, including but not limited to:
1. Developer's timely delivery and submission to the Housing
Authority of sufficient evidence that the Developer is fmancially
viable with proposed sources of equity and financing required to
complete the development of Kimball Highland Master Plan;
2. Developer's timely review of preliminary title report information
prepared for the Housing Authority Site and Housing Authority's
Page 3 of 16
Attachment No. 3
timely review of preliminary title report information for the
Highland Avenue Site;
3. Developer and its agents, representatives, consultants and
contractors may enter upon the Housing Authority Site, upon not
less than forty-eight (48) hours advance notice to the Housing
Authority, solely for the purpose of conducting visual, non-invasive
inspections of the Housing Authority Site. If the Developer desires
to do any invasive testing at the Housing Authority Site, the
Developer may do so only after obtaining the Housing Authority's
prior written consent to the same, which consent may be withheld or
granted on conditions in the Housing Authority' s sole and absolute
discretion. The Developer shall provide the Housing Authority with
a complete set of plans, drawings and specifications ("Invasive
Testing Plans") that define to the sole satisfaction of the Housing
Authority the invasive testing to be performed on the Housing
Authority Site and the names of all environmental and other
consultants, contractors and subcontractors who will be performing
such invasive testing (collectively "Developer's Consultants"). The
Developer shall deliver the names of the Developer's Consultants
and the Invasive Testing Plans to the Housing Authority
concurrently with its request to the Housing Authority that the
Developer desires to perform invasive testing. The Developer shall
promptly restore the Housing Authority Site to the condition the
Housing Authority Site was in immediately prior to any such tests,
at the Developer's sole cost and expense. The Developer's
Consultants, the Developer and each of their agents, representatives,
consultants and contractors entering the Housing Authority Site
shall maintain commercial general liability insurance covering such
entry, in the amounts of Two Million Dollars ($2,000,000.00)
combined single limit for each occurrence or Four Million Dollars
($4,000,000.00) general aggregate for bodily injury, personal injury
and property damage including contractual liability. Prior to
entering upon the Housing Authority Site, the Developer and any of
its agents, representatives, consultants and contractors entering upon
the Housing Authority Site shall provide, additional insured
endorsements naming the Housing Authority and the City of
National City as additional insureds. The Developer shall indemnify
and defend the Housing Authority, the City of National City and
their agents and employees and the Housing Authority Site from and
against, and shall hold the Housing Authority, the City of National
City and their agents and employees and the Housing Authority Site
harmless from, any actions, losses, costs, damages, claims and/or
liabilities, including but not limited to, mechanics' and
materialmen's liens and attorney fees, proximately caused by the
actions of Developer and/or its agents, representatives, consultants
and contractors upon the Housing Authority Site. The Developer
Page4of16
Attachment No. 3
shall repair any damage caused to the Housing Authority Site by the
Developer or its agents, representatives, consultants and contractors.
The Developer shall not permit any mechanic's, materialman's,
contractor's, subcontractor's or other lien arising from any work
done by the Developer or its agents, representatives, consultants and
contractors pursuant to this Agreement to stand against the Housing
Authority Site. If any such lien shall be filed against the Housing
Authority Site, the Developer shall cause the same to be discharged
or bonded within ten (10) days after actual notice of such filing, by
payment, deposit, bond or otherwise. The Developer's obligations
under this Section shall survive the termination or expiration of this
Agreement; and,
4. Developer's effort in securing funding for the Kimball Highland
Master Plan; and
5. Developer's timely submission of its proposed Conceptual
Development Program to Housing Authority for review and
comment.
D. CONCEPTUAL DEVELOPMENT PROGRAM
By the end of the First Negotiation Period, Developer shall submit its proposed Conceptual
Development Program for the Kimball Highland Master Plan, which shall include a conceptual
site plan, representative floor plans, representative exterior elevations and project description and
phased project schedule for review by the Housing Authority. Thereafter, the Developer shall
prepare and process with the City any necessary land use entitlements, environmental studies and
reports. The Kimball Highland Master Plan shall include the following documents, reports and
information prior to the expiration of this Agreement:
(1) The proposed square footage and terms of operation of the Health Space,
proposed square footage and terms of operation of the New Senior Center, all proposed
public improvements, the unit mix by number of bedrooms, proposed income targeting for
the Affordable Project, the preliminary cost estimates of the Kimball Highland Master Plan
and each of its phases, a description of all site amenities and a schedule for implementation.
(2) A proposed schedule for development of the Kimball Highland Master Plan
and each of its phases.
(3) Financial pro formas for the Kimball Highland Master Plan and each of its
phases which contain: (i) the projected development budgets for the Kimball Highland
Master Plan and each of its phases, (ii) projected sources and uses analysis for the Kimball
Highland Master Plan and each of its phases, (iii) a 55-year cash flow analysis for the
Kimball Highland Master Plan and each of its phases, (iv) a proposed rent schedule and
utility allowance schedule for the Affordable Project, the New Senior Center and the Health
Space, (v) projected operating budgets for the Kimball Highland Master Plan and each of
its phases, and (vi) a phasing plan.
Page 5 of 16
Attachment No. 3
(4) Preliminary evidence of conventional construction and permanent financing
options.
(5) The names and qualifications of the architect which Developer proposes to
use. The Housing Authority will approve the proposed architect in its discretion, such
approval shall not be unreasonably withheld.
(6) The name and qualifications of the management agents that Developer
proposes to use. The Housing Authority will approve the proposed management agents in
its discretion, such approval shall not be unreasonably withheld.
E. DDA
Following Conceptual Development Program if approved by the Housing
Authority, and the close of the First Negotiation Period, the Housing Authority, Health Service
Provider and Developer shall seek in good faith to negotiate and draft the DDA and any and all
other mutually acceptable agreements reasonably necessary for the Kimball Highland Master Plan
and each of its phases. However, by entering into this Agreement, the parties hereto are not
contractually bound to enter into any further agreements. However, the intent of this Agreement is
that upon its termination, this Agreement be replaced by a negotiated DDA. Thus, the Housing
Authority agrees to negotiate exclusively with the Developer for the remaining one hundred eighty
(180) days of the Exclusive Negotiation Period (hereinafter referred to as ("Second Negotiation
Period") in order to negotiate and attempt to finalize the DDA. During the Exclusive Negotiation
Period, Housing Authority and the Developer shall negotiate diligently and in good faith to attempt
to finalize the DDA.
If, at the close of the Second Negotiation Period, Housing Authority and Developer
have not agreed to the terms of the DDA, then this Agreement shall terminate. Notwithstanding
the above, Housing Authority's. Executive Director, or designee, in his or her sole discretion, may
extend the Exclusive Negotiation Period for up to an additional three hundred and sixty five (365)
days to complete DDA negotiations.
Housing Authority, Health Service Provider and Developer agrees that during the
Exclusive Negotiation Period, and during all of its extensions, none of them shall negotiate or enter
into an agreement with any other person or entity regarding any portion of the Housing Authority
Site, Kimball Highland Master Plan, Highland Avenue Site, Kimball Residence Tower, New
Senior Center, Affordable Project and Health Space, unless it is with the expressed prior written
consent of the other parties hereto. The obligation to negotiate in good faith requires the respective
parties to communicate with each other with respect to those issues for which agreement has not
been reached, and such communication to follow reasonable negotiation procedures, including
meetings, telephone conversations, and correspondence. The parties understand that final accord
on all issues may not be reached. It is also understood that: (1) no party is under any obligation to
reach an agreement on the Housing Authority Site, Kimball Highland Master Plan, New Senior
Center, Affordable Project, Health Space, purchase price and/or DDA; and, (2) the Housing
Authority reserves the right to approve or reject a DDA, the Conceptual Development Program,
funding, or any disposition of the Housing Authority Site, in its sole discretion.
Page 6 of 16
Attachment No. 3
F. HOUSING AUTHORITY, DEVELOPER AND HEALTH SERVICE
PROVIDER OBLIGATIONS
During the Exclusive Negotiation Period, each of Housing Authority's,
Developer's and Health Service Provider's obligations shall include, but not be limited to, the
following:
1. Housing Authority Obligations
a. Upon request of the Developer, provide the Developer with
requested documents in the Housing Authority's possession that would assist the Developer with
the due diligence activities described in this Agreement;
b. Upon acceptance of the Conceptual Development Program
and verification of Kimball Highland Master Plan's proposed financial sources of financing,
prepare a first draft of a DDA; and
c. Assist Developer in outreach efforts by helping to coordinate
with other City departments and leaders;
2. Developer Obligations
a. Developer shall perform any due diligence the Developer
deems necessary with respect to the Kimball Highland Master Plan;
b. Submit conceptual development plan for the Housing
Authority Site and Highland Avenue Site, and plans, elevations, conceptual drawings, detailed
Project development cost estimates, pro formas for improvements as well as a pro forma
summarizing the total project and respective returns and other documents necessary for Housing
Authority and City review;
c. Submit viable financial plan with proposed sources of
funding or funding commitments for the Kimball Highland Master Plan;
d. Develop conceptual phasing of site plans for submission,
providing financial analysis of each of the proposed phases of the Kimball Highland Master Plan,
identifying other possible sources of financing for the Kimball Highland Master Plan, and
coordinating and reaching out to the community and stakeholders;
Page 7 of 16
Attachment No. 3
3. Health Service Provider
a. Work concurrently with the Developer relating to the Health Space
in the Conceptual Development Program,
b. Assure that the Kimball Highland Master Plan includes Health
Space needed to effectively accommodate health related goals mutually agreed by Developer and
Housing Authority; and
c. Prepare a conceptual business plan that will identify sources of
funding for health program components of the Kimball Highland Master Plan.
G. RETENTION OF DISCRETION TO APPROVE THE KIMBALL
HIGHLAND MASTER PLAN AND DDA; NO PRE -COMMITMENT.
It is anticipated that the Kimball Highland Master Plan and the DDA providing for its
implementation will be presented to the Housing Authority Board for approval. The parties
understand that the Housing Authority is reserving the right to exercise its sole and absolute
discretion as to all matters which shall include, but not be limited to the following:
1. The Housing Authority has the complete and unfettered discretion
to reject the Kimball Highland Master Plan or DDA without explanation or cause.
2. The Housing Authority shall not have any duty to ground lease the
Housing Authority Site without at minimum making all necessary findings and conclusions
which the Housing Authority may be required to make, including all necessary findings and
determinations required under CEQA, state and local land use provisions, and the California
Housing. Authorities Law. As to any matter which the Housing Authority may be required to
exercise its unfettered discretion in advancing the Kimball Highland Master Plan to completion,
neither anything contained herein, nor to be contained in the DDA shall obligate the Housing
Authority to exercise its discretion inany particular manner, and any exercise of discretion
reserved hereunder or required by law, shall not be deemed to constitute a breach of Housing
Authority duties under this Agreement.
3. By its execution of this Agreement, Housing Authority is not
committing itself to, or agreeing to undertake, any activity requiring the subsequent exercise of
discretion by the Housing Authority, or any department thereof including, but not limited to, the
approval and execution of a DDA; the proposal, amendment, or approval of any land use regulation
governing the Housing Authority Site; the provision of any financial assistance for the
development of any public or private interest in real property; the acquisition of real property; or
any other such activity.
This Agreement does not constitute a disposition of property or exercise of control
over property by the Housing Authority. Housing Authority's execution of this Agreement is
merely an agreement to enter into a period of exclusive negotiations according to the terms hereof,
reserving final discretion and approval by the Housing Authority as to any proposed Kimball
Highland Master Plan, DDA and all proceedings and decisions in connection therewith.
Page 8 of 16
Attachment No. 3
III. THE DEVELOPER
A. Developer's Experience.
As a condition precedent to Housing Authority's execution of this Agreement,
Developer shall have submitted to Housing Authority a description of the development experience
of the Developer, Health Service Provider and each of their principals, associates, employees,
partners, and joint ventures.
B. Offices of the Developer
The principal office of the Developer is located at:
3111 Camino del Rio North, Suite 800
San Diego, CA 92108
Other employees, consultants, or representatives of Developer who are proposed to
be directly involved in the Kimball Highland Master Plan will be identified by Developer and
submitted to Housing Authority.
C. Full Disclosure
The Developer and Health Service Provider shall each maintain full disclosure to
the Housing Authority of each of their principals, officers, stockholders, partners, joint ventures,
and all other pertinent information conceming the Developer and Health Service Provider.
D. Assignment
Neither the Developer, nor the Health Service Provider, shall assign this Agreement
without prior written approval of Housing Authority, which approval may be withheld in the
Housing Authority's sole and absolute discretion. Housing Authority agrees that, notwithstanding
the foregoing, the Developer may assign their rights under this Agreement to a corporation, trust,
limited liability company or partnership of which the Developer (or affiliates thereof) owns the
majority beneficial interest and/or operational control.
E. Progress Reports
The Developer agrees to provide, upon request, written reports advising the
Housing Authority on progress and/or problems with the proposed development every sixty (60)
days during the term of the Agreement.
F. Environmental Requirements
Certain state and local environmental requirements (including, but without
limitation, the California Environmental Quality Act of 1970, Public Resources Code Section
21000, et seq.) may be applicable to the proposed Project. Pursuant to such requirements, certain
environmental documents may be required to be prepared and certified for the proposed Project.
Page 9 of 16
Attachment No. 3
IV. COSTS AND EXPENSES.
Each party shall be responsible for its own costs and expenses in connection with
any activities and negotiations undertaken in connection with the performance of its obligations
under this Agreement.
V. REAL ESTATE COMMISSIONS
A. Housing Authority has not engaged a broker, agent, or finder in
connection with this transaction. As such, Housing Authority will not be responsible for any
claims by a broker, agent or finder, and the Developer agrees to defend, indemnify, protect and
hold the Housing Authority harmless from any claim by any broker, agent, or finder retained by
the Developer. in the event that any claim, demand or cause of action for any such commission
or finder's fee is asserted against the Housing Authority, the Developer shall indemnify, defend
(with an attorney of the Housing Authority's choice) and hold harmless the Housing Authority
from and against any and all such claims, demands and causes of action and expenses related
thereto, including (without limitation) attorneys' fees and costs
VI. GENERAL PROVISIONS
A. Legal Actions
1. Institution of Legal Actions
All legal actions must be instituted and maintained in the Superior Court of
the County of San Diego, State of California, or in any other appropriate court in that county.
2. Applicable Law
The laws of the State of California shall govern the interpretation and
enforcement of this Agreement.
3. Acceptance of Service of Process
In the event that the Developer commences any legal action, service of
process on Housing Authority shall be made by personal service upon the Executive Director or
Secretary of Housing Authority, or in such other manner as may be provided by law. In the event
that any legal action is commenced by the Housing Authority against the Developer or Health
Service Provider, service of process on the Developer or Health Service Provider shall be made by
personal service upon the Developer or in such other manner as may be provided by law, and shall
be valid whether made within or without the State of California.
B. Rights and Remedies are Cumulative
Except as otherwise expressly stated in this Agreement, the rights and remedies of
the parties are cumulative, and the exercise by either party of one or more of its rights or remedies
shall not preclude the exercise by it, at the same or different times, of any other rights or remedies
for the same default or any other default by the other party.
Page 10 of 16
Attachment No. 3
C. Specific Performance as Developer's Exclusive Remedy
Subject to the Developer's right to terminate this Agreement in accordance with the
terms of Subsection E of this Section VI, and notwithstanding anything to the contrary set forth in
this Agreement, the Developer's exclusive remedy for an uncured Housing Authority default under
this Agreement is to institute an action for specific performance of the terms of this Agreement,
and in no event shall the Developer have the right, and the Developer expressly waives the right,
to seek damages of any kind, including but not limited to actual damages, economic damages,
consequential damages, or lost profits, from the Housing Authority in the event of a default by the
Housing Authority under this Agreement or any action related to this Agreement.
D. Attorney's Fees
In the event of a dispute between the parties arising out of or in connection with
this Agreement, whether or not such dispute results in arbitration or litigation, the prevailing party
(whether resulting from settlement before or after arbitration or litigation is commenced) shall be
entitled to have and recover from the losing party reasonable attorneys' fees and costs of suit
incurred by the prevailing party.
E. Termination. Rights
Notwithstanding the Exclusive Negotiation Period hereinabove set forth, any party
may terminate this Agreement if another party has materially defaulted in its obligations herein set
forth, and the terminating party has provided the defaulting party with written notification of such
determination, and the defaulting party has refused to cure same. The written notification shall set
forth the nature of the actions required to cure such default if curable. The defaulting party shall
have thirty (30) days from the date of the written notification to cure such default; provided,
however, if such default cannot reasonably be cured within such thirty (30) day period, the non -
defaulting party shall not terminate this Agreement or pursue any other remedies for default
hereunder if the defaulting party commences cure within such thirty (30) day period and thereafter
diligently prosecutes such cure to completion within the next thirty (30) days. If such default is
not cured within the Thirty (30) days, or within the subsequent thirty (30) days if commencement
of a cure has occurred, the termination shall be deemed effective. For purposes of this subsection,
the parties hereby acknowledge that time is of the essence.
Each party shall also have the right to terminate this Agreement in the event that
Housing Authority or the Developer determines that (a) the Kimball Highland Master Plan is
infeasible, based on fmancial or environmental impact considerations, or not in the public interest;
or (b) the parties reach an impasse in their negotiation of the DDA which cannot be resolved after
good faith efforts.
Page 11 of 16
Attachment No. 3
F. Notices Demand and Communications Between the Parties
Formal notices, demands, and communications between Housing Authority and
Developer shall be given either by (i) personal service, (ii) delivery by reputable document delivery
service such as Federal Express that provides a receipt showing date and time of delivery, or (iii)
or by mailing in the United States mail, certified mail, postage prepaid, return receipt requested,
addressed to:
To Housing Authority:
With copy to:
To Developer:
With a copy to:
To Health Service Provider:
Community Development Commission -
Housing Authority of the City of National
City 1243 National City Boulevard
National City, CA 91950 '
Attn: Brad Raulston, Executive Director
City Attorney
• 1243 National City Boulevard
National City, CA 91950
Community HousingWorks
3111 Camino del Rio North, Suite 800
San Diego CA 92108
Attn: Susan M. Reynolds
President and CEO
Developer's Counsel:
Irene Kuei, Esq.
Downs Pliam,& Kuei
235 Montgomery Street, 30th Floor
San Francisco, CA 94104
San Ysidro Health
1601 Precision Park Lane
San Diego, CA 92173
Attn: Kevin Mattson
Notices personally delivered or delivered by document delivery service shall be
deemed effective upon receipt. Notices mailed in the manner provided above shall be deemed
effective on the second business day following deposit in the United States mail. Such written
notices, demands, and communications shall be sent in the same manner to such other addresses
as either party may from time to time designate by mail.
Page 12 of 16
Attachment No. 3
G. No liability of City and Housing Authority Officials and Employees
No member, official, employee, or contractor of the City or the Housing Authority
shall be personally liable to the Developer or Health Service Provider in the event of any default
or breach by the Housing Authority or for any amount, which may become due to the Developer
or Health Service Provider or on any obligations under the terms of the Agreement.
No member, official, employee, or contractor of the Developer shall be personally
liable to the City or the Housing Authority in the event of any default or breach by Developer or
for any amount, which may become due to the City or the Housing Authority or on any obligations
under the terms of the Agreement.
H. Interpretation
The terms of this Agreement shall be construed in accordance with the meaning of
the language used and shall not be construed for or against either party by reason of the authorship
of this Agreement or any other rule of construction which might otherwise apply. The Part and
Paragraph headings are for purposes of convenience only, and shall not be construed to limit or
extend the meaning of this Agreement.
I. Entire Agreement, Waivers, and Amendments
This Agreement constitutes the entire understanding and agreement of the parties,
integrates all of the terms and conditions mentioned herein, or incidental hereto, and supersedes
all negotiations or previous agreements between the parties with respect to all or any part of the
subject matter hereof. No modification, rescission, waiver, release or amendment of any provision
of this Agreement shall be made except by a written agreement executed by the Housing Authority,
Health Service Provider and Developer.
J. Counterparts
This Agreement'may be executed in counterparts, each of which, after all the parties
hereto have signed this Agreement, shall be deemed original and such counterparts shall constitute
the same instrument.
K. Successors
This Agreement shall be binding upon and shall inure to the benefit of the permitted
successors of each of the parties hereto.
L. Further Assurances
The parties hereto each agree, without further consideration, to execute such other
and further documents, and to perform such other and further acts, as may be necessary or proper
in order to consummate the transaction set forth in and contemplated by this Agreement.
Page 13 of 16
Attachment No. 3
M. Severability
In the event any section or portion of this Agreement shall be held, found, or
determined to be unenforceable or invalid for any reason whatsoever, the remaining provisions
shall remain in effect, and the parties hereto shall take further actions as may be reasonably
necessary and available to them to effectuate the intent of the parties as to all provisions set forth
in this Agreement.
N. Time is of the Essence
Time is of the essence for each of the Developer's and Health Service Provider's
obligations under this Agreement.
O. Confidentiality
The Developer acknowledges and agrees that the Housing Authority is a public
entity with a responsibility and, in many cases, legal obligation to conduct its business in a manner
open and available to the public. Accordingly, any information provided by the Developer to the
Housing Authority with respect to the Housing Authority Site, the Kimball Highland Master Plan,
the Developer may be disclosed to the public either purposely, inadvertently, or as a result of a
public demand or order.
P. Signature Authority.
All individuals signing this Agreement for a party which is a corporation, limited
Liability company, partnership or other legal entity, or signing under a power of attorney, or as a
trustee, guardian, conservator, or in any other legal capacity, covenant to the Housing Authority
that they have the necessary capacity and authority to act for, sign and bind the respective entity
or principal on whose behalf they are signing.
[SIGNATURES BEGIN ON FOLLOWING PAGE]
Page 14 of 16
Attachment No. 3
IN WITNESS WHEREOF, the Housing Authority, the Developer, and the Health Service
Provider have signed this Agreement on the respective dates set forth below.
COMMUNITY DEVELOPMENT DEVELOPER;
COMMISSION -HOUSING AUTHORITY OF Community HousingWorks,
THE CITY OF NATIONAL CITY a California non-profit public
benefit corporation.
By:
Brad Raulston, Executive Director By:
Mary Jane •`! odz.
Senior V. Pres
Real Estate Dep.rtment
HEALTH SERVICE
APPROVED AS TO FORM: PROVIDER
By:
Angil P Morris -Jones, Housing Authority
General Counsel
Dated: November 18, 2019
ousing and
Centro De Salud De La Comunidad
De San Ysidro, Inc.
By:
Kevin Mattson
President & CEO
Page 15 of 16
Attachment No. 3
IN WITNESS WHEREOF, the Housing Authority, the Developer, and the Health
Service Provider have signed this Agreement on the respective dates set forth below.
COMMUNITY DEVELOPMENT DEVELOPER;
COMMISSION -HOUSING AUTHORITY OF Community HousingWorks,
THE CITY OF NATIONAL CITY , . a California non-profit public
benefit corporation.
By:
Brad Raulston, Executive Director By:
APPROVED AS TO FORM:
Mary Jane Jagodzinski
Senior Vice President, Housing and
Real Estate Department
HEALTH SERVICE
PROVIDER
Centro De Salud De La Comunidad
By: De San Ysidro, Inc.
Angil P Morris -Jones, Housing Authority.
General Counsel
Dated: November 18, 2019
Page 15 of 16
By:
Kdvin Mattson
President & CEO
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PROPOSED SENIOR CENTER, SYHC AND RESIDENTIAL TOWERS
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RESOLUTION NO. 2019 —
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION -HOUSING
AUTHORITY OF THE CITY OF NATIONAL CITY AUTHORIZING THE EXECUTIVE
DIRECTOR TO EXECUTE AN EXCLUSIVE NEGOTIATION AGREEMENT BY AND
BETWEEN THE COMMUNITY DEVELOPMENT COMMISSION -HOUSING
AUTHORITY OF THE CITY OF NATIONAL CITY, COMMUNITY HOUSINGWORKS,
AND CENTRO DE LA SALUD DE LA COMUNIDAD DE SAN YSIDRO, INC., FOR THE
DEVELOPMENT OF THE KIMBALL HIGHLAND MASTER PLAN THAT INCLUDES
UP TO 90 AFFORDABLE HOUSING UNITS AND A NEW KIMBALL SENIOR CENTER
ON A HOUSING AUTHORITY PARCEL LOCATED AT 1221 D AVENUE; UP TO 115
AFFORDABLE HOUSING UNITS AND A PROGRAM OF ALL-INCLUSIVE CARE FOR
THE ELDERLY (PACE) CENTER ON A PRIVATELY OWNED PARCEL LOCATED AT
1320 HIGHLAND AVENUE; AND OTHER PUBLIC IMPROVEMENTS
WHEREAS, Community Development Commission -Housing Authority of the City
of National City ("Housing Authority") is the owner of certain real property and
improvementslocated on the real property identified as APN 560-410-06 (1221 D Avenue,
National City) ("the Housing Authority Site"); and
WHEREAS, Community HousingWorks ("Developer"), through its affiliates, is the
owner of two affordable housing projects, commonly known as Kimball Tower and Morgan
Tower, located on the real property identified as APN 560-410-05 (1317 D Ave, National
City) which real property is located adjacent to the Housing Authority Site (collectively, the
"Kimball Residence Tower"); and
WHEREAS, the Developer has also executed a Purchase and Sale Agreement for
the purchase of certain real property and improvements located on the real properties
identified as APN 560-410-03, APN 560,050-06, APN 560-050-12, and APN 505-050-10
(a western portion of 1320 Highland Avenue, National City) (the "Highland Avenue Site");
and
WHEREAS, the Developer is the sole Developer; and
WHEREAS, Developer desires to acquire the Housing Authority Site through a
ground lease from Housing Authority and work cooperatively with Housing Authority to
develop a master plan for the Housing Authority Site and the Highland Avenue Site (the
"Master Plan Sites"), which master plan may include 79 to 90 affordable units at the
Housing Authority Site and 92 to 115 affordable units at the Highland Avenue Site (the
"Affordable Project"), approximately [40,000] square feet of health related space to be
located on the Highland Avenue Site (the "Health Space"), approximately 10,000 square
feet of a new senior center to be located on the Housing Authority Site (the "New Senior
Center") and certain other public improvements to be agreed to between Developer and
Housing Authority on the Master Plan Sites (collectively, the "Kimball Highland Master
Plan"); and
WHEREAS, the Developer intends to lease the Health Space to the Health Service
Provider and the New Senior Center to the Housing Authority; and
Resolution No. 2019 —
Page Two
WHEREAS, the Developer and Centro de la Salud De La Comunidad de San
Ysidro, Inc. ("Health Service Provider") have entered into a Memorandum of
Understanding with an effective date of October 2, 2019 pursuant to which Developer and
Health Service Provider will work cooperatively to formulate health related services
utilizing the Health Space that can uniquely meet the needs of low income seniors, persons
with disabilities, families and individuals and secure federal or state funding to fund such
services; and
WHEREAS, the Developer through its ownership of the Kimball Residence Tower
is familiar with the Master Plan Sites and the City of National City (the "City") and has
substantial prior experiences in developing projects similar to the Kimball Highland Master
Plan; and
WHEREAS, the Kimball Highland Master Plan would further the goals of the
Housing Authority and the City with regard to revitalizing the Master Plan Sites and
surrounding areas by providing affordable housing, creating connectivity with the existing
Kimball Residence Tower, and Kimball Park, and providing Health Space and the New
Senior Center to the senior and low income tenants (some of which may be special needs
tenants) on the Master Plan Sites; and
WHEREAS, Section T. titled Leasing to Non -Profit Organizations of City Council
Policy No. 901 allows for direct negotiations with nonprofit organizations for the use of
City -owned lands for the purpose of providing the community with cultural, recreational,
educational enrichment, and other public services to the citizens and visitors of National
City; and
WHEREAS, Housing Authority, the Developer and Service Provider desire to enter
into this Agreement to initiate exclusive negotiations for up to three hundred sixty-five (365)
days (hereinafter referred to as the "Exclusive Negotiation Period") to allow the Developer
to (i) undertake its due diligence; (ii) develop the Conceptual Development Plan;
(iii) establish the responsibilities, schedule, and financial parameters for designing and
developing the Kimball Highland Master Plan; (iv) negotiate the terms for the Housing
Authority site; (v) negotiate a Disposition and Development Agreement between Housing
Authority and the Developer for the Housing Authority Site and (vi) assure that the Kimball
Highland Master Plan includes the community space facilities needed to effectively
accommodate the goals of the City and Housing Authority in providing senior recreation
to the seniors and low income and special needs residents of the City.
Resolution No. 2019 —
Page Three
NOW, THEREFORE, BE IT RESOLVED that the Community Development
Commission -Housing Authority of the City of National City authorizes the Executive
Director or authorized designee to execute an Exclusive Negotiation Agreement by and
between the Community Development Commission -Housing Authority of the City of
National City, Community HousingWorks, and Centro De La Salud De La Comunidad
de San Ysidro, Inc., for the development of the Kimball Highland Master Plan that
includes up to 90 affordable housing units and a new Kimball Senior Center on a Housing
Authority parcel located at 1221 D Avenue; up to 115 affordable housing units and a
Program of All -Inclusive Care for the Elderly (PACE) Center on a privately owned parcel
located at 1320 Highland Avenue; and other public improvements. Said Exclusive
Negotiation Agreement is on file in the Office of the City Clerk of the City of National
City.
PASSED and ADOPTED this 19th day of November, 2019.
Alejandra Sotelo-Solis, Mayor
ATTEST:
Michael R. Della, City Clerk
APPROVED AS TO FORM:
Angil P. Morris Jones
City Attorney
CITY OF NATIONAL CITY
Office of the City Clerk
1243 National City Blvd., National City, California 91950-4397
619-336-4228
Michael R. Dalla, CMC - City Clerk
CDC -HA, COMMUNITY HOUSINGWORKS, AND
CENTRO DE LA SALUD DE LA COMUNIDAD DE SAN YSIDRO
(SAN YSIDRO HEALTH)
Kimball Master Plan —1320 Highland Ave.
Exclusive Negotiation Agreement
Carlos Aguirre (Housing Authority) forwarded duplicate Agreements to each Vendor.