HomeMy WebLinkAboutPromissory Note PROMISSORY NOTE
February 23 , 2009 ("Note Date")
FOR VALUE RECEIVED, the undersigned, HOUSING AUTHORITY OF THE CITY
OF SAN LUIS OBISPO, a public body, corporate and politic, hereinafter referred to as
"Borrower," promises to pay to the ARROYO GRANDE REDEVELOPMENT AGENCY, a
public body, corporate and politic, hereinafter referred to as "Agency," so much principal as may
be outstanding in accordance with the terms of this Note, not exceeding FIFTY-FIVE
THOUSAND FIVE HUNDRED DOLLARS ($55,500.00), plus such other costs, charges, and
fees which may be owing from time to time, all subject to the terms, conditions, and provisions
hereinafter set forth.
Reference is made to
(i) The Agreement for Purchase and Sale and Escrow Instructions entered into by
and between the Borrower and Agency on or about JANUARY y2, Zoog (the "Agreement"),
pursuant to which the Agency sold to 13orrower that certain real property located at 252 South
Court land Street, in the City of Arroyo Grande, County of San Luis Obispo, State of California
(the "Property"). The Agreement is incorporated herein by this reference as though fully set
forth herein.
(ii) The Affordable Housing Regulatory Agreement and Declaration of Covenants
and Restrictions entered into by and between Borrower and Agency, entered into and recorded in
the Official Records of the County of San Luis Obispo on or about the same date hereof, which
requires, for a term of fifty-five (55) years, that the Property be restricted for rental to a
moderate-income household at a rental rate affordable to such household (the "Regulatory
Agreement"). The Regulatory Agreement is incorporated herein by reference as though fully set
forth herein.
I. Principal Amount. The principal amount of the Agency's loan to Borrower is
FIFTY-FIVE THOUSAND FIVE HUNDRED DOLLARS ($55,500.00) (the "Loan Amount"),
which has been disbursed to Borrower in accordance with the terms of the Agreement. Interest
shall accrue only as set forth in Paragraph 4, in the event of a Borrower default.
2. Repayment of Note. Subject to the provisions of Paragraph 4 below which
provide for acceleration of the then outstanding principal and accrued interest and immediate
payment thereof in the event of a default by Borrower, Borrower shall not be obligated to make
any payments on this Note unless and until Borrower sells the Property to a person or family of
moderate income (as defined in Health and Safety Code Section 50093) (an "Eligible
Household") at a purchase price which results in the Eligible Household paying no more than an
affordable housing cost (as defined in Health and Safety Code Section 50052.5) (an "Affordable
Sales Price"). Upon any such sale, and out of the sales proceeds thereof, Borrower shall
promptly pay to Agency the Loan Amount; provided, however, that if the Borrower's sales price
is less than Three Hundred Forty Thousand Five Hundred Dollars ($340,500), then the Loan
Amount shall be reduced, on a dollar-for-dollar basis, by the amount of any such difference.
882/023600-0003
969863,03 001/15/09
3. Borrower's Obligation to Rent/Sell the Property. Borrower acknowledges and
agrees to all of the following:
• a. . In accordance with that certain Buyer's Occupancy and Resale Agreement
with Option to Purchase entered into by and between the City of Arroyo Grande and the initial
owner of the Property on February 17, 2005, which was recorded on-February 25, 2005, as
Instrument No. 2005014633, and which imposed certain occupancy and resale restrictions on the
Property, the Property is required to be owned and occupied by an Eligible Household for the
term thereof.
b. Agency's primary purpose in selling the Property to Borrower was to
further Agency's goal of preserving, improving and increasing the supply of affordable housing
in the City of Arroyo Grande.
c. Borrower represents to Agency that Borrower has located an Eligible
Household, and that Borrower intends to enter into an agreement with the Eligible Household
pursuant to which the Eligible Household will rent the Property from Borrower until such time as
(i) the home mortgage market improves, (ii) conventional home mortgages are available on
reasonable terms, and (iii) the Eligible Household is financially able to obtain a conventional
loan in an amount necessary to purchase the Property at an Affordable Sales Price, at which time
the Eligible Household will purchase the Property.
d. Borrower shall diligently pursue selling the Property to said Eligible
Household within five (5) years from the Note Date, and shall make diligent efforts to cause the
sales price to be at least Three Hundred Forty Thousand Five Hundred Dollars ($340,500).
e. In connection with Borrower's sale of the Property to said Eligible
Household or a different household determined by Borrower to qualify as an Eligible Household,
Borrower shall record an affordable housing regulatory agreement against the Property requiring
that the Property be owned and occupied by an Eligible Household for a term of forty-five (45)
years, and restricting any resale to Eligible Households at an Affordable Sales Price (an "Owner
Regulatory Agreement"). The form of Owner Regulatory Agreement shall be approved by
Agency's legal counsel, and upon recordation of the Owner Regulatory Agreement, the
Regulatory Agreement would be terminated.
Notwithstanding any of the foregoing, prior to Borrower entering into any rental and/or
sales agreement (as applicable) with the Eligible Household that has been located by Borrower as
of the Note Date, Borrower shall provide Agency with a copy of the proposed rental and/or sales
agreement (as applicable) for approval by Agency's legal counsel.
4. Default; Acceleration; Cross-Default. In the event Borrower is in material default
of any of the covenants, terms, or provisions of this Note, the Agreement, or the Regulatory
Agreement, and Borrower fails to timely cure such default under the terms of the applicable
agreement, it being understood and agreed by Borrower that a default of this Note, or of the
Agreement, or of the Regulatory Agreement, shall be a default of all of the foregoing listed
documents; then Borrower shall be in default of this Note, and the Loan Amount shall become
immediately due and payable. The rate of interest applicable to periods of default for the
882/024600-0003
969863.03 a01/15109 -2-
defaults set forth in this Paragraph 4 shall be calculated at the lesser of five percent (5%) per
annum or the maximum legal rate, and shall accrue as of the date such payment was originally
due.
5. Additional Terms.
a. All payments shall be first credited to accrued interest, next to costs,
charges, and fees which may be owing from time to time, and then to principal. All payment
shall be made in lawful money of the United States. Payments shall be made to Agency at the
address set forth in Paragraph 8 herein or at such other address as Agency or the holder of this
Note may direct pursuant to notice delivered to Borrower in accordance with Paragraph 8.
b. Borrower agrees to pay the following costs, expenses, and reasonable .
attorney's fees paid or incurred by Agency, or adjudged by the court, in the collection of
amounts in default or other costs incurred as a result of a default by Borrower: (i) reasonable
costs of collections, costs and expenses and attorney's fees paid or incurred in connection with
the collection or enforcement of this Note, whether or not suit is filed, and (ii) costs of suit and •
such sums as the court may adjudge as attorney's fees in any action to enforce payment of this
Note or any part of it if Agency prevails in such suit.
6. Nonassumability. This Note shall not be assumable without the prior, express, .
written consent of Agency's Executive Director.
7. Presentment, Etc'. Notwithstanding any other provision herein to the contrary, to
the extent permitted by law Borrower hereby waives the following: (a) notice of default or
delinquency, (b) notice of acceleration, (c) notice of nonpayment, (d) notice of costs, expenses
and losses and interest thereon, (e) notice of interest on interest and late charges, (f) diligence in
taking any action to collect any sums owing under this Note or in proceeding against any of the .
rights and presentment for payment, demand, protest, and notices of dishonor and/or protest; (g)
the benefits of all waivable exemptions; and (h) all defenses and pleas on the grounds of any
extension or extensions of the time of payment or of any due date under this Note, in whole or in
part, whether before or after maturity and with or without notice.
8. Notices. Any notices required by law or this Note 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) mailing in the United States
mail, certified mail, postage prepaid, return receipt requested. Notices shall be addressed as
follows: •
To Agency: Arroyo Grande Redevelopment Agency
214 East Branch Street
Arroyo Grande, CA 93420
Attn: Executive Director
To Buyer: Housing Authority of the City of San Luis Obispo
487 Leff Street
San Luis Obispo, CA 93401
Attn: Executive Director
882/024600-0003
969863.03 301/13/09 -3-
Notices personally delivered or delivered by reputable document delivery service
such as Federal Express that provides a receipt with the time and date of delivery shall be
deemed effective upon receipt. Notices mailed shall be deemed effective on the second business
day following deposit in the United States mail. Either party may designate that notices be sent
to other or additional addresses by complying with the requirements of this section.
9. Litigation. This Note shall be governed by and construed under the internal laws
of the State of California without regard to conflicts of law. The parties agree that in any
litigation between the parties arising out of this Note, the Superior Court of the State of
California in and for the County of San Luis Obispo shall have exclusive jurisdiction. The
prevailing party in any litigation between the parties arising out of or connected to this Note, in
addition to whatever other relief to which the prevailing party is entitled, shall also be entitled to
reasonable attorney's fees, including fees and costs for discovery, and any fees and costs for
appeal. In the event of such legal action, service of process on Agency shall be made in such
manner as provided by law for service on a California public entity; service of process on
Borrower shall be made in such manner as may be provided for by law, and shall be valid
whether made within or without the State of California.
10. Waiver. No waiver of any breach, default, or failure of condition under the terms
of this Note, or the obligations secured hereby, shall be implied from any failure of Agency to
take, or any delay by the Agency in taking, action with respect to such breach, default, or failure
from any previous waiver or any similar or unrelated breach, default, or failure; arid a waiver of
any term of this Note must be made in writing and shall be limited to the express written terms of
such waiver.
11
•
. Time of Essence. Time is of the essence in this Note. •
12. Severability. In the event that any term or provision of this Note• is held to be •
unenforceable, the remainder of this Note shall remain in full force and effect to the fullest extent
without inclusion of the unenforceable terns or provision.
13. Interpretation. In the event of ally conflict between this Note and the Agreement,
this Note shall apply. The terms of this Note 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 Note or any other rule of construction which might otherwise apply. The
paragraph headings are for purposes of convenience only, and shall not be construed to limit or
extend the meaning of this Note.
14. Assignment. Agency, at its option, may assign its right to receive payment under
this Note without obtaining the consent of the Borrower or the holder or beneficiary of the lien of
any deed of tnist or other security instrument, whether recorded or unrecorded. Borrower shall
not be permitted to assign or transfer this Note or any portion thereof without the prior express
written consent of the Agency Executive Director, which consent may be given or withheld in
the Executive Director's sole discretion.
882/024600-0003
969863.03 601/15/09 -4-
IN WITNESS WHEREOF, Borrower has executed this Note as of the Note Date.
"Borrower"
HOUSING AUTHORITY OF THE CITY OF
SAN LUIS OBISPO, a public body, corporate
and politic
Date: 2—l'� 2009
`�
Its: C-kkitin-ck
ATTEST: •
`goyN qD Sa4,Bt4
Housing Authority Secretary
r}�1'ROVED STO FORM:
�
y:'�`i
By: g,bberf- 4 /elf—
Housing Authority Counsel
•
•
882/024600-0003
969863.03 a0I/13!09 -5-