CC Resolution No. 16-071 Approving the Reservation of $3,672,000 from the Affordable Housing Fund to Assit in the Devleopment of Affordable Senior Housing at 19160 Stevens Creek BoulevardRESOLUTION NO. 16-071
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO
APPROVING THE RESERVATION OF $3,672,000 FROM THE AFFORDABLE
HOUSING FUND TO ASSIST IN THE DEVELOPMENT OF AFFORDABLE
SENIOR HOUSING AT 19160 STEVENS CREEK BOULEY ARD
WHEREAS, the City of Cupertino (the "City") has since 1993 implemented an
Office and Industrial Housing Mitigation Program and a Residential Housing
Mitigation Program, described in the Housing Element of the City's General Plan (the
"Housing Element"), requiring the payment of housing mitigation fees by non-
residential development, residential rental projects, and for-sale residential projects
with six units or less; and
WHEREAS, residential and non-residential housing mitigation fees are deposited
into the City's Below Market Rate Affordable Housing Fund (the "BMR AHF Funds");
and
WHEREAS, the BMR AHF Funds can be used for eligible housing activities such
as land acquisition and new construction, pursuant to Strategy 8: Below Market-Rate
(BMR) Affordable Housing Fund (AHF) of the Housing Element and Below Market
Rate Housing Mitigation Program Procedural Manual; and
WHEREAS, the City previously reserved $3,500,000 in BMR AHF Funds for
MidPen Housing Corporation to purchase the property located at 19160 Stevens Creek
Boulevard in the City, but MidPen was unable to purchase the property; and
WHEREAS, Stevens Creek, L. P., an affiliate of Charities Housing Development
Corporation of Santa Clara County ("Charities Housing"), has requested a loan in the
amount of $3,672,000 from the City to assist in the acquisition of property (the
"Property") and construction of a new senior affordable housing development located at
19160 Stevens Creek Boulevard in the City; and
WHEREAS, the project is proposed to consist of rental housing units affordable
to extremely low and very low-income senior households with incomes between 30%
and 50% of area median income for Santa Clara County ("AMI"); and
WHEREAS, the proposed City loan will be used to partially pay off a $3,000,000
predevelopment loan from the Housing Trust Silicon Valley (the "Trust Loan"), which
will be used to partially finance the purchase of the Property, and the remaining
$1,000,000 of the Trust Loan will be subordinate to the City's loan; and
WHEREAS, the remainder of the proposed City loan will be used to pay off a
Resolution No. 16-071
Page2
$1,672,000 acquisition loan from Charities Housing, which will be used to partially
finance the purchase of the Property; and
WHEREAS, the use of BMR AHF Funds to acquire property to construct senior
affordable housing is consistent with the purposes of the BMR AHF Funds under the
Housing Element; and
WHEREAS, the Property, listed as the Barry Swenson site on the Housing
Element, is an approved site suitable for the development of affordable housing •
pursuant to the Housing Element; and
WHEREAS, on June 23, 2016, the Housing Commission of the City of Cupertino
passed Housing Commission Resolution No. 16-04 recommending that the City Council
reserve $3,672,000 in BMR AHF Funds to assist in the development of affordable senior
housing at 19160 Stevens Creek Boulevard.
NOW, THEREFORE, BE IT RESOLVED:
Section 1
After consideration of the funding proposal, the recommendation from the Housing
Commission, and all other evidence included in the record, the City Council hereby
approves the reservation of $3,672,000 in BMR AHF Funds for Stevens Creek, L. P. (the
"City Loan") for a period of two years, with a possible one-year extension, subject to the
terms and conditions enumerated in Section 2 of this Resolution; and removes the
reservation of $3,500,000 in BMR AHF Funds for MidPen Housing Corporation to
purchase the same property.
Section 2
Loan Terms
A. Borrower: Stevens Creek, L. P., a California limited partnership formed to own
and operate the development. The general partner of the developer is Stevens
Creek Charities LLC, whose sole member is Charities Housing development
Corporation of Santa Clara County.
B. Affordability: A 55-year affordability covenant would be recorded providing that
all of the units except a manager's unit must be occupied by extremely low and
very low-income senior households with incomes between 30% and 50% of AMI.
Resolution No. 16-071
Page 3
C. Term: The term of the City Loan would commence as of the closing date and end
55 years from the completion of construction of the development.
D. Interest: 3% simple interest calculated annually.
E. Loan Documents: The City Loan terms would be set forth in a loan agreement.
The City Loan would be evidenced by a promissory note and secured by a deed
of trust and a regulatory agreement recorded against the property. The City
would also record an option agreement, as described below.
F. Security: The deed of trust would be secured against the property. The City and
the developer would also enter into an option agreement which would permit
the City to purchase the property for the amount of the City loan, plus
assumption of the $1,000,000 Trust Loan, if the project does not proceed
according to an agreed-upon schedule. (The proposed Trust Loan equals the
funds that the City granted to the Housing Trust shortly before the dissolution of
the City's redevelopment agency.)
G. Timing of Funding: The City would close the City Loan and disburse the City
Loan funds after the development receives its entitlements, which is anticipated
to be in February 2017. The anticipated closing date for the City Loan would be
90 days following receipt of all entitlements.
H. Repayment: The City Loan would be repaid through residual receipts payments.
The $1,000,000 Trust Loan would be due in its entirety at the end of its 55-year
term, not paid through residual receipts. Therefore, the City would receive 100%
of the soft lender portion of available residual receipts.
I. Subordination: The Trust Loan must be subordinated to the City Loan through
execution of a subordination agreement.
J. Commencement of Construction: The developer must commence construction of
the development within a term of two years from the date of the City Loan
closing, with a possible one year extension. The option agreement that will be
entered into by Charities along with the loan agreement will allow the City to
take title of the site two to three years after making the loan (depending on
whether the one-year extension is granted) if construction does not commence
during that period.
K. Tax Credit Financing: The developer must work diligently to obtain tax credit
financing in a timely manner, and must succeed in obtaining such tax credit
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Page 4
financing within a term of two years from the date of the City Loan closing, with
a possible one year extension.
L. Financial Pro Forma: The developer must provide for the City's approval an
updated pro forma budget and construction schedule for the development.
Conditions to Funding the City Loan
The project must comply with the following conditions prior to disbursement of the
City Loan:
A. The development must have received all discretionary entitlements.
B. All review required by the California Environmental Quality Act must be
completed.
C. The developer must execute all of the loan documents referenced above,
including an option agreement with the City which would allow the City to
purchase the property for the price of the City Loan, plus assumption of the
$1,000,000 Trust Loan, if the project does not proceed within the timelines set
forth in the City Loan agreement.
D. The developer must provide for the City's approval an updated pro forma
budget and construction schedule for the development.
E. The developer must provide for the City's approval an updated appraisal within
90 days of the projected close of escrow which reflects adequate value to support
the City's loan of $3,670,000. If the appraisal finds that the property is worth less
than the amount of the City Loan, the City Loan may only be made upon
approval of the City Council.
Section 3
The City authorizes the City Manager to execute all necessary loan documents to effect
the City Loan and regulatory requirements, as approved by the City Attorney; to sign
all necessary related loan transaction documents as approved by the City Attorney; and
to extend the reservation of funds for a one-year period if the developer is making a
good faith effort to obtain all required entitlements.
Re s olution No . 16-071
Pages
Section 4
Through this resolution, the City has made no commitment to approve any particular
application for land use approvals on the property, and site-specific environmental
review will be completed when an application is made and plans are developed for the
property. The City retains the absolute sole discretion to (i) modify any proposed
project as may, in its sole discretion, be necessary to comply with CEQA and to mitigate
impacts of the proposed project, (ii) select other feasible alternatives to avoid significant
environmental impacts, (iii) balance the benefits of the proposed project against any
significant environmental impacts prior to taking final action if such significant impacts
cannot otherwise be avoided, (iv) determine not to approve the project as proposed, or
(v) modify the proposed project for consistency with adopted City plans. The
reservation of funds for acquisition of the property, without commitment to any specific
project, is consistent with the Land Use and Housing Elements of the City's General
Plan and with the City's affordable housing policies as contained in the Housing
Element. Therefore, it can be seen with certainty that that there is no possibility that the
approval of this resolution in and of itself may have a significant effect on the
environment, and the activity is not subject to CEQA. (CEQA Guidelines Section
15061ib)(3).)
PASSED AND ADOPTED at a Regular Meeting of the City Council of the City of
Cupertino the 51h day of July 2016, by the following vote:
Vote Members of the City Council
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
Chang, Vaidhyanathan, Paul, Sinks, Wong
None
None
None
APPROVED:
Grace Schmidt, City Clerk