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1993 E.G. Williams Development Corp - MOU for Affordable Housing ProjectMEMORANDUM OF UNDERSTANDING FOR THE AFFORDABLE HOUSING PROJECT BETWEEN WILLIAMS DEVELOPMENT CORPORATION AND THE LA QUINTA REDEVELOPMENT AGENCY December 7, 1993 The La Quinta Redevelopment Agency ("Agency") and Williams Development Corporation ("Developer/Operator") enter into this Memorandum of Understanding ("MOU") pertaining to the Affordable Housing Project on the terms and provisions set forth below. The Agency and the Developer/Operator hereby agree as follows: Purpose of MOU. This MOU is a nonbinding document that outlines the business points of a proposed property transfer and development financing transaction between the Agency and the Developer/Operator for the Affordable Housing Project. The Agency will embody these and other relevant business points in a draft Disposition and Development Agreement (" DDA"); the DDA will be a contract between the Agency and the Developer/Operator that establishes the responsibilities, financing obligations, and scheduled performance for all parties to this transaction for the development and operation of the Affordable Housing Project. 2. The Affordable Housing Project. The Affordable Housing Project ("Project") involves the proposed transfer, by the Agency, of approximately 24 acres of property for the development of 152 single- and multifamily residential units by the Developer/Operator. These units will be affordable to very low, low, and moderate income households. Further, the Developer/Operator will be required to construct a 5-acre park/floodwater detention basin. The specific components of this Project are as follows: Single -Family Product: 62 single-family detached homes on 5,000 square foot lots. Floor Plans/Sales Price: 15 units - 1,260 SF/three bedroom; price - $106,900 25 units - 1,358 SF/three bedroom; price - $111,900 22 units - 1,510 SF/four bedroom; price - $115,900 All units will be marketed and sold to very low, low, and moderate income households pursuant to the following unit mix: Very low income units 10 (16%) Low income units 10 (16%) Moderate income units 42 (68%) h"u;n�\w mou Affordability covenants will be required so that the very low, low, and moderate income units will be sold at resale prices affordable to the designated very low, low, and moderate income households. Senior Housing Product: 90 units on 8 acres. Floor Plans: 80 one -bedroom units at 600 SF each 10 two -bedroom units at 800 SF each The units will be rented to very low and low income seniors; the first -year rent will be as follows: $195-$350 $295-$450 $395-$450 Affordability covenants will be recorded against all 90 units that will require that the units will be affordable to very low and low income senior households. Park/Floodwater Detention Basin The Project will feature a 5-acre passive park that will also serve as a floodwater detention basin for site runoff. A portion of the 5-acre site will be excavated to allow for the collection of storm water runoff; the entire site will be improved with lawn, and playground equipment will be installed on the park site. Project Site. The Project Site is located in La Quinta Redevelopment Project No. 1 and is part of a larger 36.15-acre property the Agency is currently acquiring; approximately 24 acres of this property will be used for this Project, with the remaining 12 acres proposed to be sold to Desert Sands Unified School District ("School District"). The School District proposes to construct an elementary school at this location. The Project Site is generally located north of Calle Tampico in the Village of La Quinta, northeast of Desert Club Drive and Calle Tampico. 4. Developer/Operator Project Responsibilities. The Developer/Operator shall be responsible for the following activities: a. The Developer/Operator will initiate and fund the costs associated with the preparation of. a Project Site boundary survey required for the preparation of the tentative and final tract maps; soils testing; a Phase II hazardous materials contamination analysis for soils and groundwater; tentative and final subdivision tract maps; tentative and final infrastructure improvement plans; tentative and final grading plans; a specific plan that encompasses the single-family residential, the multifamily residential, and the 5-acre park detention basin; and all required environmental review activities. laqu bka smou b. The Developer/Operator shall be responsible for undertaking necessary rough and final grading for the construction of the park/detention basin, and the single- and multifamily developments. Further, if contracted for by the School District, the Developer/Operator may also be responsible for the rough and final grading required to construct the elementary school and accessory improvements. c. The Developer/Operator shall be responsible for the funding and construction of all on - and oft -site improvements required for the development of the residential uses and the park/detention basin. Further, if contracted for by the School District, the Developer/Operator may also be responsible for the construction of on- and off -site improvements required for the elementary school. d. The Developer/Operator shall be responsible for the design, financing, construction, and sale of the 62 single-family units. Further, the Developer/Operator warrants that the units will be sold to very low, low, and moderate income households in the numbers indicated in item 2 above. Further, the Developer/Operator warrants that said units will feature long- term affordability covenants that will maintain each unit's affordability to its designated household. e. The Developer/Operator shall be responsible for the design, financing, and construction of the 90-unit senior citizen multifamily complex. Further, the Developer/Operator shall subsequently own and operate said complex, and warrant that the unit rent rates shall be affordable to very low and low income households as designated in item 2 above. Said units shall feature long-term affordability covenants that will maintain each unit's affordability to its designated household. f The Developer/Operator shall be responsible, on initial lease -up and annually thereafter, for submitting to the Agency tenant income computation and certification data for all tenants in the senior citizen multifamily complex, and certify that each tenant meets the eligibility requirements for very low and low income households. 5. Agency Project Responsibilities. Agency responsibilities will include the following: a. The Agency will pursue the acquisition of the approximately 36.15-acre Project Site. b. The Agency will provide up to $3,864,373 in financial assistance to the Developer/Operator to secure single and multifamily units that will be affordable to very low, low, and moderate income households. This assistance may be provided in one or more of the following forms: • selling the 11-acre site for the single-family housing and the 8-acre site for the multifamily senior citizen housing to the Developer/Operator for $1.00; funding part or all of the construction of Project required on- and off -site infrastructure improvements, including the required park and storm detention basin; and lagwnta\wmsmou • funding silent second trust deed mortgages (applicable to the single-family component) in amounts ranging from approximately $8,076 for each assisted moderate income unit, to $37,700 to $71,800 for each assisted very low and low income unit. 6. Actions Subsequent to MOU Execution. In order to implement the provisions of this MOU, the Agency and Developer/Operator hereby agree to undertake the following actions to implement the provisions of this MOU. Both parties will commit to make every effort to initiate and make every attempt to complete said actions on or before February 15, 1994. • Prepare, process, and record tentative and final parcel maps which shall subdivide the Project Site into 4 parcels. • Prepare and process the necessary environmental documents upon receipt of application and processing fee from Developer/Operator. • Prepare and adopt a DDA. • Initiate the preparation of a specific plan that encompasses the entire Project Site. APPROVED AND ACCEPTED BY: La Quinta Redevelopment Agency de l &Ixi, Robert L. Hunt, Executive Director Date: Williams Development Corporation E.G. Williartis, CE / Date: hq=n \w mo MEMORANDUM OF UNDERSTANDING FOR THE AFFORDABLE HOUSING PROJECT BETWEEN WILLIAMS DEVELOPMENT CORPORATION AND THE LA QUINTA REDEVELOPMENT AGENCY December 7, 1993 The La Quinta Redevelopment Agency ("Agency") and Williams Development Corporation ("Developer/Operator") enter into this Memorandum of Understanding ("MOU") pertaining to the Affordable Housing Project on the terms and provisions set forth below. The Agency and the Developer/Operator hereby agree as follows: Purpose of MOU. This MOU is a nonbinding document that outlines the business points of a proposed property transfer and development financing transaction between the Agency and the Developer/Operator for the Affordable Housing Project. The Agency will embody these and other relevant business points in a draft Disposition and Development Agreement ("DDA"); the DDA will be a contract between the Agency and the Developer/Operator that establishes the responsibilities, financing obligations, and scheduled performance for all parties to this transaction for the development and operation of the Affordable Housing Project. 2. The Affordable Housing Project. The Affordable Housing Project ('Project") involves the proposed transfer, by the Agency, of approximately 24 acres of property for the development of 152 single- and multifamily residential units by the Developer/Operator. These units will be affordable to very low, low, and moderate income households. Further, the Developer/Operator will be required to construct a 5-acre park/floodwater detention basin. The specific components of this Project are as follows: Single -Family Product: 62 single-family detached homes on 5,000 square foot lots. Floor Plans/Sales Price: 15 units - 1,260 SF/three bedroom; price - $106,900 25 units - 1,358 SF/three bedroom; price - $111,900 22 units - 1,510 SF/four bedroom; price - $115,900 All units will be marketed and sold to very low, low, and moderate income households pursuant to the following unit mix: Very low income units 10 (16%) Low income units 10 (16%) Moderate income units 42 (68%) hgw"W\ mou Affordability covenants will be required so that the very low, low, and moderate income units will be sold at resale prices affordable to the designated very low, low, and moderate income households. Senior Housing Product: 90 units on 8 acres. Floor Plans: 80 one -bedroom units at 600 SF each 10 two -bedroom units at 800 SF each The units will be rented to very low and low income seniors; the first -year rent will be as follows: $195-$350 $295-$450 $395-$450 Affordability covenants will be recorded against all 90 units that will require that the units will be affordable to very low and low income senior households. Park/Floodwater Detention Basin The Project will feature a 5-acre passive park that will also serve as a floodwater detention basin for site runoff. A portion of the 5-acre site will be excavated to allow for the collection of storm water runoff, the entire site will be improved with lawn, and playground equipment will be installed on the park site. 3. Project Site. The Project Site is located in La Quinta Redevelopment Project No. 1 and is part of a larger 36.15-acre property the Agency is currently acquiring; approximately 24 acres of this property will be used for this Project, with the remaining 12 acres proposed to be sold to Desert Sands Unified School District ("School District"). The School District proposes to construct an elementary school at this location. The Project Site is generally located north of Calle Tampico in the Village of La Quinta, northeast of Desert Club Drive and Calle Tampico. 4. Developer/Operator Project Responsibilities. The Developer/Operator shall be responsible for the following activities: a. The Developer/Operator will initiate and fund the costs associated with the preparation of a Project Site boundary survey required for the preparation of the tentative and final tract maps; soils testing; a Phase II hazardous materials contamination analysis for soils and groundwater; tentative and final subdivision tract maps; tentative and final infrastructure improvement plans; tentative and final grading plans; a specific plan that encompasses the single-family residential, the multifamily residential, and the 5-acre park detention basin; and all required environmental review activities. lagwnta\wmamou b. The Developer/Operator shall be responsible for undertaking necessary rough and final grading for the construction of the park/detention basin, and the single- and multifamily developments. Further, if contracted for by the School District, the Developer/Operator may also be responsible for the rough and final grading required to construct the elementary school and accessory improvements. c. The Developer/Operator shall be responsible for the funding and construction of all on - and oft -site improvements required for the development of the residential uses and the park/detention basin. Further, if contracted for by the School District, the Developer/Operator may also be responsible for the construction of on- and off -site improvements required for the elementary school. d. The Developer/Operator shall be responsible for the design, financing, construction, and sale of the 62 single-family units. Further, the Developer/Operator warrants that the units will be sold to very low, low, and moderate income households in the numbers indicated in item 2 above. Further, the Developer/Operator warrants that said units will feature long- term affordability covenants that will maintain each unit's affordability to its designated household. e. The Developer/Operator shall be responsible for the design, financing, and construction of the 90-unit senior citizen multifamily complex. Further, the Developer/Operator shall subsequently own and operate said complex, and warrant that the unit rent rates shall be affordable to very low and low income households as designated in item 2 above. Said units shall feature long-term affordability covenants that will maintain each unit's affordability to its designated household. f The Developer/Operator shall be responsible, on initial lease -up and annually thereafter, for submitting to the Agency tenant income computation and certification data for all tenants in the senior citizen multifamily complex, and certify that each tenant meets the eligibility requirements for very low and low income households. 5. Agency Project Responsibilities. Agency responsibilities will include the following: a. The Agency will pursue the acquisition of the approximately 36.15-acre Project Site. The Agency will provide up to $3,864,373 in financial assistance to the Developer/Operator to secure single and multifamily units that will be affordable to very low, low, and moderate income households. This assistance may be provided in one or more of the following forms: • selling the 11-acre site for the single-family housing and the 8-acre site for the multifamily senior citizen housing to the Developer/Operator for $1.00; • funding part or all of the construction of Project required on- and off -site infrastructure improvements, including the required park and storm detention basin; and lagwnte\ SMou • funding silent second trust deed mortgages (applicable to the single-family component) in amounts ranging from approximately $8,076 for each assisted moderate income unit, to $37,700 to $71,800 for each assisted very low and low income unit. 6. Actions Subsequent to MOU Execution. In order to implement the provisions of this MOU, the Agency and Developer/Operator hereby agree to undertake the following actions to implement the provisions of this MOU. Both parties will commit to make every effort to initiate and make every attempt to complete said actions on or before February 15, 1994. • Prepare, process, and record tentative and final parcel maps which shall subdivide the Project Site into 4 parcels. • Prepare and process the necessary environmental documents upon receipt of application and processing fee from Developer/Operator. • Prepare and adopt a DDA. • Initiate the preparation of a specific plan that encompasses the entire Project Site. F.199 I �K�hlTII`�I71'i La Quinta Redevelopment Agency 4tai'CJ41IA",, Robert L. Hunt, Executive Director Date: 1 /i.'?+ Williams Development Corporation E.G. Willia s, CEO Date: j i IagwnG\wmsmou