HomeMy WebLinkAboutBuyer's Occupancy and Resale Agreement with Option to PurchaseRECORDItiG REQLESTED B`'�
F1RST A1IiRIC.�\' l ITLE CG„�'�\Y
Complimentary Recording Requested
Pursuant To Government Code
Section 6103 and 27383
When Recorded Mail To:
City of Arroyo Grande
P. O. Box 550
Arroyo Grande, CA 93421
Attn: City Clerk
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JULIE RODEWALD
San Luis Obispo Counry—Clerk/Recorder
Hacorded at Ihe request ol
First American Title Company
LO
11/30/2005
4:08 PM
�oca: 2005100170
I IIII II IIII II II II IIIII II I I I I
BUYER'S OCCUPANCY AND RESALE AGREEMENT
WITH OPTION TO PURCHASE
Titles: 2 Pages: �]
Fees 0.00
Taxes o.00
Others 0.00
PAID $0.00
CITY OF ARROYO GRANDE INCLUSIONARY HOUSING PROGRAM
Owner:
Address of Home:
Development:
Income Category of Home:
Nuxnber of Bedrooms in Home:
Sales Price at Original Purchase:
Kristin and Jamey Hunstad
1180-F Ash
Tract 2532
Moderate
This Buyer's Occupancy and Resale Agreement with Option to Purchase (the
"Agreement") is entered into as of this aanc\ day of ��V , 200 S> by and between the CiTy
of Arroyo Grande (the "City") and Kristin and Jamev Hunstad (the "Owner").
RECITALS
A. Pursuant to the City of Arroyo Grande's Affordable Housing Ordinance
(Ordinance No. 514), Chapter 16.80 of the Arroyo Grande Municipal Code, a portion of a11 new
housing constructed in the City of Anoyo Grande is required to be affordable to moderate-
income households.
B. Mal-Hun, LLC (the "Developer") entered into an Affordable Housing Agreement
dated March 8, 2005. Pursuant to the Affordable Housing Agreement, the Developer agreed to
restrict two (2) homes to moderate-income households at affordable prices (the "Affordable
Units").
C. Owner intends to purchase the property located in the City of Arroyo Grande, and
more particularly described in Eachibit A attached hereto and incorporated herein (the "Home").
The Home is one of the Affordable Units. The Home has been designated by the City and the
Developer as a moderate-income unit.
D. Pursuant to the Affordable Housing Ordinance and the Affordable Housing
Agreement, the Developer and the City are required to ensure the continued affordability of the
Home as an Affordable Unit, and the City therefore requires the Owner to execute this
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Agreement as a condition of the Owner's purchase of the Home. The Owner has agreed to
execute and comply with tius Agreement in consideration of the Developer's agreement to sell
the Home to the Owner at an affordable price that is below the fair market value of the Home.
E. The purpose of this Agreement is to place resale controls on the Home and to
require the payment of any excess proceeds of sale to the City. This Agreement also provides
the City an option to purchase the Home at a restricted price, given in consideration of the
economic benefits to the Owner resulting from purchase of the Home at a below market price
under the City's Affordable Housing Program.
F.The Owner is receiving a first mortgage loan (the "First Mortgage Loan") from H,mstad
Lending (the "First Lender"). The First Mortgage Loan is secured by a deed of trust executed by
the Owner in favor of First Lender and recorded in the County of San Luis Obispo (the "First
Mortgage Deed of Trust"). The Owner may receive a second mortgage loan (the "Second
Mortgage Loan), not to exceed fifteen percent (15%) of the total purchase price, from Mal —
Hunt, LLC (the "Second Lender"). The Second Mortgage Loan is secured by a deed of trust
executed by the Owner in favor of the Second Lender and recorded in the County of San Luis
Obispo (the "Second Mortgage Deed of TrusY').
G. This Agreement shall be secured by a deed of trust on the Home (the "City Deed
of TrusY'). This Agreement and the City Deed of Trust shall be subordinate to the lien of the
First Mortgage Deed of Trust and Second Mortgage Deed of Trust.
NOW, THEREFORE, in consideration of the benefits received by the Owner and the
City hereunder, the Owner and the City agree, as follows:
1. DEFINITIONS
The following terms azc specially defined for this Agreement and their definitions can be
found in the sections indicated below:
A. "Affordable Housing Ordinance" — Recital A
B. "Agreemeut" - First sentence of the Agreement on page 1
C. "Affordable Price" — Section lOB
D. "City" - First sentence of the Agreement on page 1
E. "City Deed of TrusY' - Recital G
F. "City Option" - Section 12A
G. "City Option Price" — Secrion 12B
H. "Eligible Purchaser" - Section 11B
I. "Excess Sales Proceeds" - Section 14
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"Unrestricted Fair Mazket Value" - Section lOB
K. "First City Response Notice" - Section 8
L. "First Lender" or "Second Lender"- Recital F
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M. "First Mortgage Deed of Trust" and "Second Mortgage Deed of TrusY' - Recital F
N. "First Mortgage Loan" and "Second Mortgage Loan" - Recital F
O. "Home" - Recital C and Section 2
P. "Housing Price Index" — Section l0A
Q. "Indexed Value" — Section l0A
R. "Mazket Purchaser" - Section 14
"Marketing Period" - Section 11A
T. "Maximum Allowable Sales Price" - Section 10
U. "Owner" - First sentence of the Agreement on Page 1
V. "Owner's Notice of Failure to Locate Eligible Purchaser" - Section 11E
W. "Owner's Notice of Intent to Sell" - Section 7
X. "Second City Response Notice" - Section 11E
Y. "Transfer" - Section 6
2. DESCRIPTION OF PROPERTY
This Agreement concerns the real property in the City of Arroyo Grande, State of
California with the street address set forth on page 1 of this Agreement, which is more fully
described in Exhibit A attached hereto and incorporated in this Agreement by reference (the
"Home").
3. OWNER CERTIFICATIONS; OWNER OCCUPANCY REQUIREMENT
The Owner certifies that the financial and other information previously provided in order
to qualify to purchase the Home is true and correct as of the date first written above. The Owner
shall occupy the Home as the Owner's principal place of residence. The Owner sha:l be
considered as occupying the Home if the Owner is living in the unit for at least ten (10) months
out of each calendaz year. The Owner shall provide an annual written certification to the City
that the Owner is occupying the Home as his or her principal place of residence.
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4. LEASING OF HOME
The Owner is allowed to lease the Home only to another qualified moderate-income
family. The maxunum rent shall not exceed what is defined in the Affordable Housing
Standazds for moderate-income households established by the San Luis Obispo Department of
Planning and Building.
MAINTENANCE AND INSURANCE REQUIREMENTS
A. The Owner shall maintain the Home, including landscaping, in good repair and in
a neat, clean and orderly condition and will not commit waste or permit deterioration of the
Home.
B. The Owner shall maintain a standazd all risk property insurance policy equal to
the replacement value of the Home (adjusted every five (5) yeazs by appraisal, if requested by
City, naming the City as an additional insured. Additional insurance requirements are set forth
in Secrion 5 of the City Deed of Trust.
6. RESTRICTIONS ON RESALE OF THE HOME
Any Transfer of the Home will be subject to the provisions of this Agreement including,
without limitation, the City Option described in Section 12 below. "Transfer" means any sale,
assignment or transfer, voluntary or involuntary, of any interest in the Home, including, but not
limited to, a fee simple interest, a joint tenancy interest, a life estate, a leasehold interest, or an
interest evidenced by a land contract by which possession of the Home is transferred and Owner
retains title. Any Transfer without satisfaction of the provisions of this Agreement is prohibited.
Transfers by devise or inheritance to an existing spouse or domestic partner, or a spouse as part
of a dissolution proceeding, or in connection with marriage shall not be considered a Transfer for
the purposes of this Agreement.
7. NOTICE OF INTENDED TRANSFER; PREPARATION OF HOME FOR SALE
A. In the event the Owner intends to Transfer or vacate the Home, the Owner shall
promptly give the City written notice of such intent (the "Owner's Notice of Intent to Sell"). The
Owner's Notice of Intent to Sell shall be sent to the City by certified mail, return receipt
requested at the address provided in Section 31 of this Agreement. The Owner's Notice of Intent
to Sell shall include the information necessary for the City to determine the Ma�cimum Allowable
Sales Price of the Home, including the following information:
(1) the address of the Property;
(2) the date of purchase of the Home by the Owner;
(3) the purchase price of the Home paid by the Owner at the time of his/her
purchase;
(4) a copy of the HUD-1 Settlement Statement or equivalent document from
the close of escrow on the Owner's purchase of the Home;
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(5) the date on which Owner intends to vacate Home;
(6) the date Home will be placed on the mazket; and
(7) the name and phone nuxnber of the person to contact to schedule
inspection of the Home by the City.
B. Following delivery to the City of the Owner's Notice of Intent to Sell, the Owner
shall prepaze the Home for sale, as follows:
(1) within thirty (30) days of delivery of the Owner's Notice of Intent to Sell,
the Owner shall obtain and deliver to the City a current written report of inspecrion of the Home
by a licensed structural pest control operator;
(2) within the sooner of (a) sixty (60) days from the date of delivery of the
Owner's Notice of Intent to Sell, or (b) prior to close of escrow on the Transfer, the Owner shall
repair all damage noted in the pest report including damage caused by infestation or infection by
wood-destroying pests;
(3) within ten (10) business days of the date of the Owner's Notice of Intent to
Sell, the Owner shall allow the City, or its designee, to inspect the Home to determine its
physical condition;
(4) if the Home is vacant, the Owner shall maintain utility connections until
the close of escrow on the Transfer;
8. CITY RESPONSE TO OWNER'S NOTICE OF INTENT TO SELL
The City shall respond in writing (the "First City Response Notice") to the Owner's
Notice of Intent to Sell within ten (10) business days of City receipt of a complete Owner's
Notice of Intent to Sell that includes all information required under Section 7 above and access
to inspect the Home as required under Section 7(B)(3) above. The First City Response Notice
shall inform the Owner of the following information: (1) the maximum qualifying income for
an Eligible Purchaser; (2) the certifications required of an Eligible Purchaser; and (3) the
Ma�cimum Allowable Sales Price the Owner may receive for the Home, calculated by the City
pursuant to Section 11 below.
9. OWNER ACKNOWLEDGMENT OF CITY RESPONSE NOTICE
No later than seven (7) days following the date of the First City Response Notice, the
Owner shall acknowledge in writing to the City that he/she has received the City Response
Notice and still intends to Transfer the Home.
10. DETERMINATION OF MAXIMUM ALLOWABLE SALES PRICE FOR
RESTRICTED SALE
If the Owner sells to an Eligible Purchaser, the maacimum sales price (the "Ma�cimum
Allowable Sales Price") that the Owner shall receive from the Eligible Purchaser for purchase of
the Home shall be the greater of the Indexed Value or the Affordable Price, but in no event
greater than the Unrestricted Fair Mazket Value.
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A. Indexed Value The Indexed Value of the Home means the sales price of the
Home at the time of purchase by the Owner, as set forth on page 1 of this Agreement, increased
by fiRy percent (50%) of the annual percentage of increased value in the Housing Price Index
from the date of the original purchase of the Home by the Owner to the date of receipt by the
City of the Owner's Notice of Intent to Transfer, and, where applicable, adjusted pursuant to
subsection D below to reflect the cost of deferred maintenance. "Housing Price Index" shall
mean the San Luis Obispo-Arroyo Grande Metropolitan Statistical Area Housing Price Index as
published from time to rime by the office of Federal Housing Enterprise Oversight or, if such
index is no longer published, a compazable index designated by the City of Arroyo Grande.
B. Affordable Pric The Affordable Price of the Home means the affordable price
for a Median Income Home, Moderate Income Home, or Above Moderate Income Home (as
applicable, pursuant to the designation of the Home on page 1 of this Ag�eement), �ursuant to
Section 16.80.060 of the Affordable Housing Ordinance.
C. Unrestricted Fair Market Value. In certain circumstances it may be necessary to
determine the fair mazket value of the Home (the "Unrestricted Fair Mazket Value"). These
circumstances include: (1) where the parties wish to determine if the Maacimum Allowable Sales
Price exceeds the Unrestricted Fair Mazket Value in order to determine the Ma�cimuxn Allowable
Sales Price pursuant to Section 10; (2) where the Owner is selling the Home to an Market
Purchaser at an unrestricted price pursuant to Section 13; and (3) where the Owner wishes to
refinance the First or Second Mortgage Loan as described in Section 24 below. If it is necessary
to determine the Unrestricted Fair Market Value of the Home, it shall be determined by a
certified MAI or other qualified real estate appraiser approved in advance by the City. If
possible, the appraisal shall be based upon the sales prices of comparable properties sold in the
mazket area during the preceding three (3)-month period. The cost of the appraisal shall be
shazed equally by the City and the Owner, unless the appraisal is obtained from a new purchaser,
or unless the appraisal is necessary because the Owner wishes to refinance the First or Second
Mortgage Loan pursuant to Section 24 below, in which event the Owner shall pay the cost of the
appraisal. Nothing in this section shall preclude the Owner and the City from establishing the
Unrestricted Fair Mazket ValuE of the Home by mutual agreement in lieu of an appraisal
pursuant to this section.
D. Holdback for Damage Repair Cost. If the City finds that the Owner, through
neglect, abuse, or lack of adequate maintenance, has damaged the Home, the City may require
that repairs te made at thE Owner's cost priar to sale or through the escrow for the sale of the
Home.
11. SALE OF HOME TO ELIGIBLE PURCHASER AT RESTRICTED PRICE
Following receipt of the First City Response Notice notifying the Owner of the
Maximum Allowable Sales Price, the Owner may proceed to sell the Home in compliance with
the following requirements:
A. Mazketing Period. The Owner shall have ninety (90) days from the date of the
First City Response Notice (the "Mazketing Period") to mazket the Home and find an Eligible
Purchaser. During the Mazketing Period, the Owner shall use bona fide good faith efforts to sell
the Home to an Eligible Purchaser in compliance with this Section 11, including listing the
Home on the Multiple Listing Service, keeping the Home in an orderly condition, making the
Home available to show to agents and prospective buyers, and providing buyers with Eligible
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Purchaser requirements, including income qualifications and the City's form of disclosure
statement summarizing the terms of the buyer's resale agreement. A proposed purchaser
("Proposed Purchaser"), who the Owner believes will qualify as an Eligible Purchaser, shall be
referred to the City for an eligibility determinarion.
B. EliQible Purchaser. A Proposed Purchaser shall qualify as an"Eligible Purchaser"
if he or she meets the following requirements, as determined by the City:
(1) Intent to Owner Occupy. The Proposed Purchaser shall certify that he or
she will occupy the Home as his or her principal place of residence throughout his or her
ownership, except for lease as allowed by Secrion 4 above.
(2) Agreement to Sign Buver's Resale Agreement and to Cooperate with City.
The Proposed Purchaser shall agree to sign a buyer's resale and occupancy agreement with
option to purchase restricting future resale of the Home and shall agree to cooperate fully with
the City in promptly providing all information requested by the City to assist the City in
monitoring the Proposed Purchaser's compliance with the buyer's resale and occupancy
agreement with option to purchase.
(3) Income Eligibility. The combined maximum income for all household
members of the Proposed Purchaser shall not exceed the income level designated by the City in
the First City Response Notice.
C. Ma�cimum Allowable Sales Price and Closing Costs. The purchase price for the
sale of the Home by the Owner to the Eligible Purchaser shall not exceed the Mazcimum
Allowable Sales Price calculated by the City pursuant to Section 16.80.060 of the Af'fordable
Housing Ordinance and Section 10 above, as set forth in the First City Response Notice. The
Maximum Allowable Sales Price shall not include closing costs paid by the Eligible Purchaser.
The closing costs paid by the Eligible Purchaser shall not exceed reasonable and customary
buyers' closing costs in the County of San Luis Obispo.
D. Disclosure and Submittals. The Owner and the Proposed Purchaser shall provide
the following information and docuxnents to the City:
(1) The name, address and telephone number in writing of the Proposed
Purchaser.
(2) A signed financial statement of the Proposed Purchaser in a form
acceptable to the City and any other supporting documentation requested by the City. The
financial information shall be used by the City to determine the income eligibility of the
Pmposed Purchaser.
(3) The proposed sales contract and all other related docuxnents which shall
set forth all the terms of the sale of the Home. Said documents shall include at least the
following terms: (a) the sales price; and (b) the price to be paid by the Proposed Purchaser for
the Owner's �ersonal property, if any, for the services of the Owner, if any, and any credits,
allowances or other consideration, if any.
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(4) A written certification, from the Owner and the Proposed Purchaser in a
form acceptable to the City that the sale shall be closed in accordance with the terms of the sales
contract and other documents submitted to and approved by the City. The certification shall also
provide that the Proposed Purchaser or any other party has not paid and will not pay to the
Owner, and the Owner has not received and will not receive from the Proposed Purchaser or any
other party, money or other consideration, including personal property, in addition to what is set
forth in the sales contract and documents submitted to the City. The written certification shall
also include a provision that in the event a Transfer is made in violation of the terms of this
Agreement or false or misleading statements aze made in any documents or certification
submitted to the City, the City shall have the right to foreclose on the Home or file an action at
law or in equity as may be appropriate. In any event, any costs, liabilities or obligarions incurred
by the Owner and the Proposed Purchaser for the retum of any moneys paid or received in
violarion of this Agreement or for any of the Owner's and/or the Proposed Purchaser's costs and
legal expenses, sha11 be bome by the Owner and/or the Proposed Purchaser and they shall hold
the City and its designee harmless and reimburse the City's and its designee's expenses, legal fees
and costs for any acrion they reasonably take in good faith in enforcing the terms of this
Agreement.
(5) An executed buyer's resale and occupancy agreement and option to
purchase and an executed deed of trust from the Proposed Purchaser in forms provided by the
City. The recordation of the new deed of trust and buyer's resale and occupancy agreement and
option to purchase shall be a condition of the City's approval of the proposed sale.
(6) The name of the title company escrow holder for the sale of the Home, the
escrow nuxnber, and name, address, and phone number of the escrow officer.
(7) Upon the close of the proposed sale, certified copies of the recorded City
deed of trust and buyer's resale agreement, a copy of the final sales contract, settlement
statement, escrow instructions, and any other documents which the City may reasonably request.
E. Failure To Locate EliQible Purchaser: Notice to City. If, despite bona fide good
faith marketing efforts, the Owner is unable to locate an Eligible Purchaser during the Mazketing
Period and any extensions to the Marketing Period granted by the City, the Owner shall provide
written notice to the City of this fact (the "Owner's Notice of Failure to Locate Eligible
Purchaser"). Within thirty (30) days of receipt of the Owner's Notice of Failure to Locate
Eligible Purchaser, the City shall provide a second response notice to the Owner (the "Second
City Response Notice") stating either (1) that the City will exercise the City Option to purchase
the Home pursuant to Section 12 below, or (2) that the Owner may Transfer the Home to a
person of the Owner's choosing (a "Mazket Purchaser") who is not an Eligible Purchaser, at an
unrestricted price (supported by an MAI or other qualified appraisal), but shall pay all Excess
Sales Proceeds to the City as set forth in Section 13 below.
12. CITY PURCHASE OPTION
A. Exercise of Option. If the Owner fails to sell the Home to an Eligible Purchaser
at or below the Ma�cimum Allowable Sales Price, the City shall then have the option to purchase
the Home (the "City Option") for the City Option Purchase Price, as defined below. The City
Option may be exercised by the City in the Second City Response Notice (as described in
Section 11 E above), to be sent by the City to the Owner witlun thirty (30) days of receipt of the
Owner's Notice of Failure to Locate Eligible Purchaser. If the Second City Response Notice
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states that the City will exercise the City Oprion, the City sha11 purchase the Home within forty-
five (45) days of the date of the City's Second Response Notice. The City may, instead of
purchasing the Home itself, assign its right to purchase the Home pursuant to the City Option to
another public agency, a nonprofit corporation, or to an Eligible Purchaser. In the event of
exercise of the City Oprion and purchase of the Home by the City or its designee, the Owner
shall permit a final walk-through of the Home by the City in the final three (3) days prior to close
of escrow on the Transfer.
B. City Option Price. If the City exercises the City Option, the purchase price to be
paid by the City (the "City Option Purchase Price") shall be the highest of the following: (1) the
outstanding principal balance of the First Mortgage Loan; (2) the total of the outstanding
principal balance of the First Mortgage Loan and any purchase money Second Mortgage Loan;
or (3) the appraised value of the Home with the affordability covenants intact, as determined by
an appraiser selected by the City and approved by the Owner, and who employs standard
appraisal practices.
13. UNRESTRICTED SALES
If the Second City Response Notice states that the City will not exercise the City Option
and that the Owner may proceed to Transfer the Home to a person of the Owner's choosing (a
"Mazket Purchaser") who is not an Eligible Purchaser, at an unrestricted price (supported by an
MAI or other qualified appraisal), the Owner may proceed to do so, but the Owner shall pay all
Excess Sales Proceeds to the City as set forth in Section 14 below. If the Owner Transfers the
Home pursuant to this Section 13, the purchaser shall not be required to execute a buyer's resale
and occupancy agreement with option to purchase, and the City shall reconvey the liens of this
Agreement and the City Deed of Trust from the Home, provided that the Owner pays the Excess
Sales Proceeds to the City pursuant to Section 14 below. The Owner shall provide the City with
the following documentahon associated with such a Transfer:
(1) The name and address of the purchaser;
(2) The final sales contract and all other related documents which shall set
forth all the terms of the sale of the Home. Said documents shall include at least the following
terms: (a) the sales price; and (b) the price to be paid by the Market Purchaser for the Owner's
personal property, if any, for the services of the Owner, if any, and any credits, allowances or
other consideration, if any.
(3) A written certification, from the Owner and the Mazket Purchaser in a
form acceptable to the City that the sale shall be closed in accordance with the terms of the sales
contract and other documents submitted to and approved by the City. The certification shall also
provide that the Mazket Purchaser or any other party has not paid and will not pay to the Owner,
and the Owner has not received and will not receive from the Mazket Purchaser or any other
party, money or other consideration, including personal property, in addition to what is set forth
in the sales contract and documents submitted to the City. The written certification shall also
include a provision that in the event a Transfer is made in violation of the terms of this
Agreement or false or misleading statements are made in any documents or certification
submitted to the City, the City shall have the right to foreclose on the Home or file an action at
law or in equity as may be appropriate. In any event, any costs, liabilities or obligations incurred
by the Owner and the Mazket Purchaser for the return of any moneys paid or received in
violation of tlus Agreement or for any costs and legal expenses, shall be bome by the Owner
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and/or the Market Purchaser and they shall hold the City and its designee harmless and
reimburse their expenses, legal fees and costs for any action they reasonably take in good faith in
enforcing the terms of this Agreement.
(4) A copy of the MAI or other qualified appraisal for the Home.
(5) Upon the close of the proposed sale, a copy of the final sales contract,
settlement statement, escrow instructions, and any other documents which the City may
reasonably request.
14. PAYMENT TO CITY OF EXCESS SALES PROCEEDS
If the Owuer Transfers the Home at an unrestricted price pursuant to Section 13 above, or
if the Owner makes a Transfer in violation of this Agreement, the Owner shall pay the Excess
Sales Proceeds to the City. For purposes of this Agreement, "Excess Sales Proceeds" shall mean
ninety percent (90%) of the amount by which the Unrestricted Fair Mazket Value for the Home
exceeds the Ma�cimum Allowable Sales Price for the Home (in the amount that was stated in the
First City Response Notice). This amount shall be a debt of the Owner to the City, secured by
the City Deed of Trust. The Owner aclmowledges that the City shall have no obligation to cause
reconveyance of this Agreement or of the City Deed of Trust unril the Excess Sales Proceeds are
paid to the City. The City shall utilize the Excess Sales Proceeds for City affordable housing
programs. The Owner and the City acknowledge that the formula for calculation of the amount
of Excess Sales Proceeds due from the Owner to the City is intended to cause the Owner to
receive the same net sales proceeds (following payment by Owner of a standazd broker's
commission) from sale of the Home at an unrestricted price to an Mazket Purchaser as the Owner
would receive from sale of the Home to the City or to an Eligible Purchaser at the Maximum
Allowable Sales Price.
15. DEFAULTS
A. The following events shall constitute a Default by the Owner under this
Agreement:
(1) The City determines that the Owner has made a misrepresentation to
obtain the benefits of purchase of the Home or in connection with its obligations un3er this
Agreement;
(2) The Owner fails to owner occupy the home, as required pursuant to
Section 3 above, and such failure continues following written notice by the City and sixty (60)
days opportunity to cure following the date of such notice.
(3) The Owner makes a Transfer in violation of this Agreement;
(4) The Owner otherwise fails to comply with the requirements of this
Agreement and such violation is not corrected to the satisfaction of the City within ten (10) days
after the date of written notice by the City to the Owner of such violation; or
(5) A notice of default is issued under First or Second Mortgage Loan or other
financing secured by the Home.
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mortgage loan.
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(6) A lien is recorded against the Home other than the lien of a bone fide
(7) Owner places a mortgage on the Home in violation of Section 24 below.
B. Upon a declaration of Default by the City under this Agreement, the City may
exercise any remedies at law or in equity, including without limitation, any or all of the
following :
(1) Declare all Excess Sales Proceeds immediately due and payable without
further demand and invoke the power of sale under the City Deed of Trust;
(2) Apply to a court of competent jurisdiction for such relief at law or in
equity as may be appropriate;
(3) Declaze a Default under the City Deed of Trust and pursue all City
remedies under the City Deed of Tnxst; and
17 below.
(4) Exercise the City Purchase Option Upon Default as described in Section
16. NOTICE OF DEFAULT AND FORECLOSURE
A request for norice of default and any notice of sale under any deed of trust or mortgage
with power of sale encumbering the Home shall be recorded by the City in the Office of the
Recorder of the County of San Luis Obispo for the benefit of the City. The City may declaze a
Default under this Agreement upon receipt of any notice given to the City pursuant to Civil Code
Section 2924b, and may exercise its rights as provided in Sections 15 and 17.
In the event of default and foreclosure, the City shall have the same right as the Owner to
cure defaults and redeem the Home prior to the foreclosure sale. Nothing herein shall be
construed as creating any obligarion of the City to cure any such default, nor shall this right to
cure and redeem operate to extend any time limitarions in the default provisions of the
underlying deed of trust or mortgage.
If the City failed to file the request for notice of default, the City's right to purchase the
Home shall commence from the date a norice of default is given by the City to the Owner.
17. PURCHASE OPTION UPON DEFAULT
Notwithstanding, and in addition to, the remedies provided the City in Section 16, and the
City Option provided to the City in Secrion 12, the Owner hereby grants to the City the option to
purchase the Home following written notice by the City to the Owner of the declaration of a
Default by the City under this Agreement. This option to purchase is given in consideration of
the economic benefits received by the Owner resulting from ownership of the Home made
possible by the City's Affordable Housing Program.
The City shall have thirty (30) days after a Default is declazed to notify the Owner and
the First Lender and Second Lender of its decision to exercise its oprion to purchase under this
Section 17. Not later than ninety (90) days after the notice is given by the City to the Owner of
the City's intent to exercise its option under this Section 17, the City shall purchase the Home for
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the City Option Price, payable in cash or by assuming existing debt and paying the balance in
cash, calculated in the manner set forth in Section 12B.
18. NONLIABILITY OF THE CITY
A. No ObliQation to Exercise Option. The City shall have no obligation to exercise
any option granted it under this Agreement. In no event shall the City become in any way liable
or obligated to the Owner or any successor-in-interest to the Owner by reason of its option to
purchase under Sections 12 and 17 nor shall the City be in any way obligated or liable to the
Owner or any successor-in-interest to the Owner for any failure to exercise its option to
purchase.
B. Nonliability for NeQliQence, Loss, or DamaQe. Owner acknowledges,
understands and agrees that the relationship between Owner and the City is solely that of an
owner and an administrator of a City affordable housing program, and that the City does not
undertake or assuxne any responsibility for or duty to Owner to select, review, inspect, supervise,
pass judgment on, or inform Owner of the quality, adequacy or suitability of the Home or any
other matter. The City owes no duty of caze to protect Owner against negligent, faulty,
inadequate or defective building or construction or any condition of the Home and Owner agrees
that neither Owner, or Owner's heirs, successors or assigns shall ever claim, have or assert any
right or action against the City for any loss, damage or other matter arising out of or resulting
from any condition of the Home and will hold the City hannless from any liability, loss or
damage for these things.
C. Indemni . Owner agrees to defend, indemnify, and hold the City harmless from
all losses, damages, liabilities, claims, actions, judgments, costs, and reasonable attorneys fees
that the City may incur as a direct or indirect consequence o£ (1) Owner's default, performance,
or failure to perform any obligations as and when required by this Agreement or the Deed of
Trust; or (2) the failure at any time of any of Owner's representations to the City to be true and
coaect.
19. RESTRICTIONS ON FORECLOSURE PROCEEDS
If a creditor acquires title to the Home through a deed in lieu of foreclosure, a trustee's
deed upon sa1e, or otherwise, the Owner shall not be entitled to the proceeds of sale to the extent
that such proceeds otherwise payable to the Owner when added to the proceeds paid or credited
to the creditor exceed the Mazcimum Allowable Sales Price. The Owner shall instruct the holder
of such excess proceeds to pay such proceeds to the City in consideration of the benefits received
by the Owne: through purchase of the Home under the City's Affordable Housing Ordinance.
20. RESTRICTION ON INSURANCE PROCEEDS
If the Home is damaged or destroyed and the Owner elects not to rebuild or repair the
Home, the Owner shall pay the City the portion of any insurance proceeds received by the
Owner for such destruction or damage which is in excess of the Maximum Allowable Sales Price
calculated pursuant to Section 10 above.
21. TERM OF AGREEMENT
All the provisions of this Agreement, including the benefits and burdens, run with the
Home and this Agreement shall bind, and the benefit hereof shall inure to, the Owner, his or her
heirs, legal representarives, executors, successors in interest and assigns, and to the City and its
successors, until the eazlier of (i) thirty (30) years from the date of purchase of the Home by
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Owner, or (ii) the date of Transfer of the Home to the City or another purchaser in compliance
with this Agreement.
22. SUPERIORITY OF AGREEMENT
The Owner covenants that he or she has not, and will not, execute any other agreement
with provisions contradictory to or in opposition to the provisions hereof, and that, in any event,
this Agreement is controlling as to the rights and obligations between and among the Owner, the
City and their respective successors.
23. SUBORDINATION
Notwithstanding any provision herein, this Agreement shall not diminish or affect the
rights of the First and Second Lender under the First and Second Lender Deed of Trust or any
subsequent First and Second Lender deeds of trust hereafter recorded against the Home in
compliance with Section 24 of this Agreement.
Notwithstanding any other provision hereof, the provisions of this Agreement and the
City Deed of Trust shall be subordinate to the lien of the First and Second Lender Deed of Trust
and shall not impair the rights of the First and Second Lender, or such lender's assignee or
successorin interest, to exercise its remedies under the First and Second Lender Deed of Trust in
the event of default under the First or Second Lender Deed of Trust by the Owner. Such
remedies under the First and Second Lender Deed of Trust include the right of foreclosure or
acceptance of a deed or assignment in lieu of foreclosure. After such foreclosure or acceptance
of a deed in lieu of foreclosure, this Agreement and the City Deed of Trust shall be forever
terminated and shall have no fixrther effect as to the Home or any transferee thereafter; provided,
however, if the holder of such First or Second Lender Deed of Trust acquires title to the Home
pursuant to a deed or assigunent in lieu of foreclosure, this Agreement and the City Deed of
Trust shall automatically terminate upon such acquisition of title, only if (i) the City has been
given written notice of default under such First or Second Lender Deed of Trust with a sixty
(60)-day cure period and (ii) the City shall not have cured the default within such sixty (60)-day
period or commenced to cure and given its firnt commitment to complete the cure in form and
substance acceptable to the First and Second Lender, or (iii) the City shall not have exercised its
option to purchase the Home pursuant to Section 17 above within such sixty (60)-day period and
then proceeded diligently to cure the default within sixty (60) days of acquiring title to the
Home.
24. REFINANCE OF FIl2ST OR SECOND MORTGAGE LOAN; FURTHER
ENCUMBRANCE OF HOME
A. The City agrees to promptly upon request execute and deliver any docuxnents
reasonably requested to subordinate ttus Agreement and the City Deed of Trust to a deed of trust
securing a refinanced First Mortgage Loan and Second Mortgage Loan provided that, following
such refinance, the principal amount of all debt secured by the Home will not exceed the greater
of the outstanding principal balance of the refinanced First and Second Mortgage Loan or ninety-
five percent (95%) of the Indexed Value of the Home, determined in accordance with Secrion
l0A above.
B. The Owner covenants and agrees: (i) not to place any additional mortgage or
deeds of trust on the Property without obtaining prior written consent of the City; and (ii) that the
total principal amount of all debt secured by the Property shall not exceed ninety-five percent
(95%) of the Indexed Value of the Home, determined in accordance with Section l0A above,
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unless specifically approved in writing by the City. The City and the Owner agree that the
requirements of this Section 24B are necessary to ensure the continued affordability of the Home
to Owner and to minimize the risk of loss of the Home by Owner through default and foreclosure
of mortgage loans. Owner further aclrnowledges that violation of the provisions of this Section
24B shall constitute a Default under this Agreement.
25. NONDISCRIMINATION
The Owner covenants by and for itself and its successors and assigns that there shall be
no discrimination against or segregation of a person or of a group of persons on account of race,
color, religion, creed, age, disability, sex, sexual orientation, marital status, ancestry or national
origin in the sale, transfer, use, occupancy, tenure or enjoyxnent of the Home, nor shall the
Owner or any person claiming under or through the Owner establish or perxnit any such practice
or practices of discrimination ar segregation with reference to the use, occupancy, or transfer of
the Home. The foregoing covenant shall run with the land.
26.
Trust.
This Agreement shall not diminish or affect the rights of the City under the City Deed of
Notwithstanding any other provision in this Agreement to the contrary, this Agreement
shall not diminish or affect the rights of the California Housing Finance Agency ("CHFA"),
United States Department of Housing and Urban Development ("HUD"), the Federal National
Mortgage Association ("FNMA"), or the Veterans Administration ("VA") under the First and
Second Mortgage Deed of Trust or any subsequent First or Second Lender deeds of trust
hereafter recorded against the Home in compliance with Section 24 above.
Notwithstanding any other provisions in this Agreement to the contrary, all of the
provisions of this Agreement shall terminate and have no fixrther force and effect upon the
occurrence of one of the following events:
A. Title is acquired by CHFA, HUD, FNMA, VA, the First or Second Lender or
another party upon foreclosure of a deed of tnxst to the First or Second Lender or CHFA, or a
deed of trust insured by HUD or guazanteed by VA.
B. Title is acquired by another party by a deed in lieu of foreclosure of the First or
Second Lender, CHFA, or FNMA deed of trust.
27. HUD FORBEARANCE RELIEF
Notwithstanding other provisions of this Agreement, the City Option on Default pursuant
to Section 17 above shall not be exercised by the City when a deed of trust insured by HUD is
secured by the Home, and: (i) the owner is undergoing considerarion by HUD for assignment
forbearance relief; or (ii) the owner is undergoing consideration for relief under HUD's
Temporary Mortgage Assistance Payment (TMAP) program.
28. INVALID PROVISIONS
If any one or more of the provisions contained in this Agreement shall for any reason be
held to be invalid, illegal or unenforceable in any respect, then such provision or provisions shall
be deemed severable from the remaining provisions contained in this Ageement, and this
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Agreement shall be construed as if such invalid, illegal or unenforceable provision had never
been contained herein.
29. CONTROLLING LAW
The terms of this Ageement shall be interpreted under the laws of the State of California.
The venue for any legal action pertaining to this Ageement shall be San Luis Obispo County,
Califomia.
KZI�.[�i�.+ ���►�i�;�
No delay or omission in the exercise of any right or remedy of City upon any default by
Owner shall impair such right or remedy or be construed as a waiver. The City's failure to insist
in any one or more instance upon the strict observance of the terms of this Agreement shall not
be considered a waiver of the City's right thereafter to enforce the provisions of the Agreement.
The City shall not waive its rights to enforce any provision of this Agreement unless it does so in
writing, signed by an authorized agent of the City.
31. NOTICES
All notices required herein shall be sent by certified mail, return receipt requested or
express delivery service with a delivery receipt and shall be deemed to be effective as of the date
received or the date delivery was refixsed as indicated on the return receipt as follows:
To the Owner: At the address of the Home.
To the City: City of Arroyo Grande
P. O. Box 550
Arroyo Grande, CA 93421
Attn: City Manager
The parties may subsequently change addresses by providing written notice of the change in
address to the other parties in accordance with this Section.
32. INTERPRETATION OF AGREEMENT
The terms of this Agreement shall be interpreted so as to avoid speculation on the Home
and to insure to the extent possible that its sales price and mortgage payxnents remain affordable
to persons and families of low- and/or moderate-income.
33. EXHIBITS
Any eachibits referred to in this Agreement are incorporated by such reference.
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IN WITNESS WHEREOF, the parties have executed this Agreement on or as of the date first
written above.
CITY:
By: -- � }
TY� AGER
STATE OF CALIFORNIA )
) ss
COUNTY OF SAN LUIS OBISPO )
On N U�E�►1gER c2 �, 2005, be£ore me, ��iL �F �U�77�10Q� N��iei/ ��G�ttC,
personally appeazed S?�V �hJ A t>FFm 5 � �
,
personally known to me (cx-gro ) to be the
person(s� whose nameEs) is/are subscribed to the within instrument and acknowledged to me that
he/� executed the same in his/�eir authorized capacity(-iesj, and that by his/laerkkeir
signature(sj on the instnxment the person(� or the entity upon behalf of which the personEej
acted, executed the instrument.
WITNESS my hand and official seal.
V��T ���
STATE OF CALIFORNIA
COUNTY OF SAN LiJIS OBISPO
)
) ss
)
�LYWEIMONE
CamMWOn � 1619779
�Y hibrc . Ca�o�Y�
MY Camm. Ef�Iw fN J,
On �6 ,w,�r al3 , 2005, before me,5 � Na:rn i r..l u personally appeazed
�ri7k jy1� ��n<y -Fwa n� Ltwl u��4� �e�'�
me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s)
is(�subscribed to the within instrument and acknowledged to me that he/sh they xecuted the
same in his/he eir uthorized capacity(ies), and that by his/he their ignature(s on the
instrument the person(s) or the enrity upon behalf of which the person(s) acted, executed the
instrument.
WITNESS my hand and official seal.
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SHeRYL NA4RN
� COMM. # 14C�124 <
� N�tary Pcb!lc-Cal�fomia �
County of Sania 9aroara N
h4v Comm Eep Feb, 1 t, 2007
�
�
Title Order Number.
File Number: 4010-2143019
Exhibit "A"
Real property in the Ciry of Arroyo Grande, County of San Luis Obispo, State of California, described as
follows:
Lot 6 of Trad 2532, in the City of Arroyo Grande, Counry of San Luis Obispo, State of California,
according to map recorded March 23, 2005 in Book 25, Pages 80 through 82 of Maps.
IIJ�I[�Yf�E:3C�➢.il
END OF DOCU9�"�N7