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HomeMy WebLinkAboutRESOLUTION 2025-123 N.C.S. 08/04/2025Resolution No. 2025-123 N.C.S.Page 1 of 3 Resolution No. 2025-123 N.C.S. of the City of Petaluma, California RESOLUTION APPLYING RESOLUTION NO. 2025-122 N.C.S. ADOPTED BY CITY COUNCIL ON AUGUST 4, 2025, REGARDING LOAN OPTION FOR PAYMENT OF THE FEES FOR CERTAIN CITY-SUPPORTED AFFORDABLE HOUSING PROJECT TO DANCO’S MERIDIAN AT PETALUMA NORTH STATION AFFORDABLE HOUSING PROJECT WHEREAS, on august 4, 2025, the city council adopted resolution no. 2025-122 N.C.S. amending resolution nos. 2014-036 N.C.S. setting City Facilities Development Impact Fees, 2014-037 N.C.S. setting park land development impact fees, 2014-038 N.C.S. setting Non-Quimby Act Park Land Acquisition Fees, 2014-039 N.C.S. setting open space land acquisition fees, and 2016-076 N.C.S. setting traffic development impact fees, to provide a loan option for payment of the fees for certain city-supported affordable housing projects; and WHEREAS, Resolution No. 2022-182 N.C.S. previously established that development impact fees are inapplicable to specified deed-restricted affordable residential projects under defined conditions; and WHEREAS, the City Council desires to provide an alternative option to the exemption established in resolution no. 2022-182 N.C.S. by allowing qualifying affordable housing projects to defer payment of development impact fees through a city loan program; and WHEREAS, under this loan option, development impact fees may be treated as a loan from the account in which fee proceeds are accrued, payable at a specified simple interest rate comparable to the rate the city earns on its funds, and due upon a specified repayment or maturity date; and WHEREAS, to qualify for the loan option, a residential development project must be deed restricted for at least 55 years to serve acutely low, extremely low, very low, low, or moderate income residents, must provide supportive housing or on-site supportive services as defined in section 65582 of the government code, and must have received or be scheduled to receive city financial support or comparable assistance, such as the city acting as co-applicant for grant funding; and WHEREAS, loans under this option shall be evidenced by a promissory note and other appropriate instruments such as a loan agreement and deed of trust, with terms subject to the approval of the City Attorney; and WHEREAS, this deferred fee loan option shall apply to all qualifying projects as of the effective date of this resolution that have not yet paid the applicable development impact fees, including those projects already approved and under construction; and WHEREAS, the Danco Meridian at Petaluma North Station Affordable Housing Project qualifies for the loan deferment option adopted by Resolution No. 2025-122 N.C.S., adopted by City Council on August 4, 2025; and WHEREAS, Danco has provided the promissory note attached as Exhibit A, which is acceptable to the City Attorney; and Docusign Envelope ID: 967E3780-B385-4EE4-9DFC-BD179CC5CF14 Resolution No. 2025-123 N.C.S. Page 2 of 3 WHEREAS, the Danco meridian at Petaluma North Station Affordable Housing Project has previously undergone and completed environmental review in accordance with the California Environmental Quality Act (CEQA), and the action authorized by this resolution constitutes an administrative financial action that does not result in any new physical environmental impacts beyond those already analyzed and is therefore within the scope of the prior CEQA review and not a separate project pursuant to CEQA Guidelines Section 15378, or in the alternative, is exempt from CEQA as an action similar in nature to fee-setting activities described in CEQA Guidelines Section 15273; and NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Petaluma as follows: SECTION 1. Recital Findings. The City Council hereby finds that the above recitals are true and correct and are incorporated herein as findings of City Council. SECTION 2. CEQA Findings. The Danco Meridian at Petaluma North Station Affordable Housing Project has previously undergone and completed environmental review in accordance with the California Environmental Quality Act (CEQA). The action authorized by this resolution constitutes an administrative financial action that does not result in any new physical environmental impacts beyond those already analyzed. As such, the action is within the scope of the prior CEQA review for the project and is not a separate project under CEQA pursuant to CEQA Guidelines Section 15378. In the alternative, the action is exempt from CEQA as it is similar in nature to the fee-setting activities described in CEQA Guidelines Section 15273. SECTION 3. Loan Deferral Authorization. The City Council hereby authorizes and approves the application of the loan deferment option established by Resolution No. 2025-122 N.C.S., adopted on August 4, 2025, to the Danco Meridian at Petaluma North Station Affordable Housing Project. This action grants the project a deferred payment of applicable development impact fees, in lieu of the inapplicability of such fees under Resolution No. 2022-182 N.C.S., and in accordance with the requirements of Resolution No. 2025-122 N.C.S., including the project’s qualification as a City-supported, deed-restricted affordable housing development. The City Council further authorizes the City Manager to execute the promissory note attached hereto as Exhibit A and any other documents necessary to effectuate the fee loan deferment consistent with the terms approved herein and as reviewed and approved by the City Attorney. SECTION 4: Severability. If any part of this resolution is for any reason held to be unconstitutional, unlawful or otherwise invalid by a court of competent jurisdiction, such decision will not affect the validity of the remaining parts of this ordinance. The City Council of the City of Petaluma hereby declares that it would have passed and adopted this ordinance and each of its provisions irrespective of any part being held invalid. SECTION 5: Effective Date. This resolution shall become effective immediately. Under the power and authority conferred upon this Council by the Charter of said City. REFERENCE: I hereby certify the foregoing Resolution was introduced and adopted by the Council of the City of Petaluma at a Regular meeting on the 4th day of August 2025, by the following vote: Approved as to form: __________________________ City Attorney AYES: McDonnell, Barnacle, Cader Thompson, DeCarli, Nau, Quint, Shribbs NOES: None ABSENT: None ABSTAIN: None Docusign Envelope ID: 967E3780-B385-4EE4-9DFC-BD179CC5CF14 Resolution No. 2025-123 N.C.S.Page 3 of 3 ATTEST: ______________________________________________ City Clerk ______________________________________________ Mayor Docusign Envelope ID: 967E3780-B385-4EE4-9DFC-BD179CC5CF14 4920-9897-9925 v3 1 SECURED PROMISSORY NOTE (Meridian North – Impact Fee Loan) $3,044,702 Petaluma, California August 1, 2025 FOR VALUE RECEIVED, Petaluma Corona Station LP, a California limited partnership (“Borrower”), promises to pay to the City of Petaluma, a municipal corporation and charter city (the “City”), in lawful money of the United States of America, the principal sum of Three Million, Forty-Four Thousand Seven Hundred and Two Dollars ($3,044,702), together with interest accrued on the outstanding principal balance of this Note in accordance with the terms and conditions described herein. This Secured Promissory Note (this “Note”) has been executed and delivered pursuant to and in accordance with that certain Affordable Housing Loan Agreement, dated as of the date hereof and executed by and between Borrower and City (the “Loan Agreement”), and is subject to the terms and conditions of the Loan Agreement, which is by this reference incorporated herein and made a part hereof. Capitalized terms used but not defined herein shall have the meaning ascribed to such terms in the Loan Agreement. This Note is secured by an Amended and Restated Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing (“Deed of Trust”) dated as of the date of this Note, executed by Borrower as trustor for the benefit of City and to be recorded in the Official Records of Sonoma County (“Official Records”). City shall be entitled to the benefits of the security provided by the Deed of Trust and shall have the right to enforce the covenants and agreements contained herein, in the Deed of Trust, the Loan Agreement, and the other City Documents, including without limitation, that certain Affordable Housing Regulatory Agreement and Declaration of Restrictive Covenants dated as of November 1, 2022, and recorded in the Official Records on December 1, 2022 as Instrument No. 2022-076600 (as subsequently amended, the “Regulatory Agreement”). The rent restrictions and other requirements set forth in the Regulatory Agreement shall remain effective for the full term of the Regulatory Agreement and shall survive the repayment of this Note. 1. PAYMENTS. 1.1 INTEREST RATE. Interest shall accrue on the principal balance of this Note outstanding from time to time at the rate of Two Percent (2.0%) simple annual interest. Interest shall be calculated on the basis of a year of 365 days, and charged for the actual number of days elapsed. 1.2 PAYMENT DATES; MATURITY DATE. The entire outstanding principal balance of this Note, together with interest accrued thereon and all other sums accrued hereunder shall be payable in full in one lump sum on the date (the “Maturity Date”) which is the earlier of (a) the date that is 180 days after the eighteenth (18th) anniversary of the Conversion Date, and (b) the twenty-first (21st) anniversary of the date of this Note. Payments shall be credited first to any unpaid late charges and other costs and fees then due, then to accrued interest, and then to Exhibit A Docusign Envelope ID: 967E3780-B385-4EE4-9DFC-BD179CC5CF14 4920-9897-9925 v3 2 principal. In no event shall any amount due under this Note become subject to any rights, offset, deduction or counterclaim on the part of Borrower. 1.3 DUE ON SALE. The entire unpaid principal balance and all interest and other sums accrued hereunder shall be due and payable upon the Transfer (as defined in the Loan Agreement) absent City consent, of all or any part of the Project or the Property or any interest therein other than a Transfer permitted without City consent pursuant to the City Documents. Without limiting the generality of the foregoing, this Note shall not be assumable without City’s prior written consent, which consent may be granted or denied in City’s sole discretion. 1.4 PREPAYMENT. Borrower may, without premium or penalty, at any time and from time to time, prepay all or any portion of the outstanding principal balance due under this Note, provided that each such prepayment is accompanied by accrued interest on the amount of principal prepaid calculated to the date of such prepayment. Prepayments shall be applied first to any unpaid late charges and other costs and fees then due, then to accrued but unpaid interest, and then to principal. The Regulatory Agreement shall remain in full force for the entire term thereof regardless of any prepayment of this Note. 1.5 MANNER OF PAYMENT. All payments on this Note shall be made to City at 11 English Street, Petaluma, CA 94952 or such other place as City shall designate to Borrower in writing, or by wire transfer of immediately available funds to an account designated by City in writing. 2. DEFAULTS AND REMEDIES. 2.1 EVENTS OF DEFAULT. The occurrence of any one or more of the following events shall constitute an event of default hereunder (“Event of Default”): (A) Borrower fails to pay when due the principal and interest payable hereunder and such failure continues for ten (10) days after such payment is due. (B) Pursuant to or within the meaning of the United States Bankruptcy Code or any other federal or state law relating to insolvency or relief of debtors (“Bankruptcy Law”), Borrower or any general partner of Borrower or any manager, manager or officer thereof (i) commences a voluntary case or proceeding; (ii) consents to the entry of an order for relief against Borrower, or any general partner of Borrower or manager, manager or officer thereof, in an involuntary case; (iii) consents to the appointment of a trustee, receiver, assignee, liquidator or similar official for Borrower or any general partner of Borrower or any member or manager thereof; (iv) makes an assignment for the benefit of its creditors; or (v) admits in writing its inability to pay its debts as they become due. (C) A court of competent jurisdiction enters an order or decree under any Bankruptcy Law that (i) is for relief against Borrower or any general partner of Borrower, or any manager, member, or officer thereof thereof in an involuntary case, (ii) appoints a trustee, receiver, assignee, liquidator or similar official for Borrower, or any general partner of Borrower or any manager or member thereof, or substantially all of such entity’s assets, (iii) orders the liquidation of Borrower or any general partner of Borrower or any manager or member thereof, or (iv) issues Docusign Envelope ID: 967E3780-B385-4EE4-9DFC-BD179CC5CF14 4920-9897-9925 v3 3 or levies a judgment, writ, warrant of attachment or similar process against the Property or the Project, and in each case the order or decree is not released, vacated, dismissed or fully bonded within sixty (60) days after its issuance. (D) Borrower shall have voluntarily suspended its business or Borrower shall have been dissolved or terminated. (E) The occurrence of a Transfer in violation of the Loan Agreement or the Regulatory Agreement. (F) The holder of any instrument secured by a mortgage or deed of trust on the Project or the Property declares a default and such default remains uncured beyond any applicable cure period such that the holder of such instrument has the right to accelerate payment thereunder. (G) Borrower fails to maintain insurance on the Property and the Project as required pursuant to the City Documents and Borrower fails to cure such default within five (5) days. (H) Subject to Borrower’s right to contest the following charges pursuant to the City Documents, if Borrower fails to pay when due taxes or assessments due on the Property or the Project, or fails to pay any other charge that may result in a lien on the Property or the Project, and Borrower fails to cure such default within twenty (20) days of delinquency, but in all events prior to the date upon which the holder of any such tax or other lien has the right to foreclose thereon. (I) If any representation or warranty by Borrower, any general partner or member, manger or authorized representative thereof contained in any City Document, or any certificate furnished in connection therewith, or in connection with any request for disbursement of the proceeds of the Loan (“Loan Proceeds”) proves to have been false or misleading in any adverse respect when made. (J) An Event of Default shall have been declared under the Loan Agreement or any other City Document, and remains uncured beyond the expiration of the applicable cure period. (K) Borrower fails to use the Loan Proceeds in accordance with the Loan Agreement or fails to use the Loan Proceeds in accordance with Borrower’s request for disbursement. (L) Borrower fails to perform any requirement set forth in this Note other than one enumerated in this Section 2.1, and unless a shorter cure period is specified for such default, the default is not cured within thirty (30) days following written notice. 2.2 REMEDIES. Upon the occurrence of an Event of Default hereunder, City may, at its option (i) by written notice to Borrower, declare the entire unpaid principal balance of this Note, together with all accrued interest thereon and all sums due hereunder, immediately due and payable regardless of any prior forbearance, (ii) exercise any and all rights and remedies available to it under applicable law, and (iii) exercise any and all rights and remedies available to City under this Note and the other City Documents, including without limitation, the right to pursue foreclosure under the Deed of Trust. Borrower shall pay all reasonable costs and Docusign Envelope ID: 967E3780-B385-4EE4-9DFC-BD179CC5CF14 4920-9897-9925 v3 4 expenses incurred by or on behalf of City including, without limitation, reasonable attorneys' fees, incurred in connection with City's enforcement of this Note and the exercise of any or all of its rights and remedies hereunder and all such sums shall be a part of the indebtedness secured by the Deed of Trust. The rights and remedies of City under this Note shall be cumulative and not alternative. 2.3 DEFAULT RATE. Upon the occurrence of an Event of Default, interest shall automatically be increased without notice to the rate of the lesser of ten percent (10%) per annum or the maximum rate permitted by law (the “Default Rate”); provided however, if any payment due hereunder is not paid when due, the Default Rate shall apply commencing upon the due date for such payment. When Borrower is no longer in default, the Default Rate shall no longer apply, and the interest rate shall once again be the rate specified in the first paragraph of this Note. Notwithstanding the foregoing provisions, if the interest rate charged exceeds the maximum legal rate of interest, the rate shall be the maximum rate permitted by law. The imposition or acceptance of the Default Rate shall in no event constitute a waiver of a default under this Note or prevent City from exercising any of its other rights or remedies. 2.4 LIMITED PARTNERS RIGHT TO CURE. Borrower’s limited partners shall have the right to cure any default of Borrower hereunder upon the same terms and conditions afforded to Borrower. Any cure tendered by a limited partner of Borrower shall be deemed to be a cure by Borrower and shall be accepted or rejected on the same basis as if tendered by Borrower. City shall concurrently deliver to the limited partners a copy of any notice of default hereunder that it delivers to Borrower. 3. MISCELLANEOUS. 3.1 WAIVERS; AMENDMENTS; BORROWER’S WAIVERS. No waiver by City of any right or remedy under this Note shall be effective unless in a writing signed by City. Neither the failure nor any delay in exercising any right, power or privilege under this Note will operate as a waiver of such right, power or privilege, and no single or partial exercise of any such right, power or privilege by City will preclude any other or further exercise of such right, power or privilege or the exercise of any other right, power or privilege. No waiver that may be given by City will be applicable except in the specific instance for which it is given. No notice to or demand on Borrower will be deemed to be a waiver of any obligation of Borrower or of the right of City to take further action without notice or demand as provided in this Note. There shall be no amendment to or modification of this Note except by written instrument executed by Borrower and City. To the maximum extent permitted by applicable law Borrower hereby waives presentment, demand, protest, notices of dishonor and of protest and 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. 3.2 NOTICES. Any notice required or permitted to be given hereunder shall be given in accordance with the Loan Agreement. Docusign Envelope ID: 967E3780-B385-4EE4-9DFC-BD179CC5CF14 4920-9897-9925 v3 5 3.3 SEVERABILITY. If any provision in this Note is held invalid or unenforceable by any court of competent jurisdiction, the other provisions of this Note will remain in full force and effect. Any provision of this Note held invalid or unenforceable only in part or degree will remain in full force and effect to the extent not held invalid or unenforceable. 3.4 GOVERNING LAW; VENUE. This Note shall be governed by the laws of the State of California without regard to principles of conflicts of laws. Any legal action filed in connection with this Note shall be filed in the Superior Court of Sonoma County, California, or in the Federal District Court for the Northern District of California. 3.5 BINDING ON SUCCESSORS. This Note shall bind Borrower and its successors and permitted assigns and shall accrue to the benefit of City and its successors and assigns. 3.6 SECTION HEADINGS, CONSTRUCTION. The headings of Sections in this Note are provided for convenience only and will not affect its construction or interpretation. 3.7 RELATIONSHIP OF THE PARTIES. The relationship of Borrower and City under this Note is solely that of borrower and lender, and the loan evidenced by this Note and secured by the Deed of Trust will in no manner make City the partner or joint venturer of Borrower. 3.8 TIME IS OF THE ESSENCE. Time is of the essence with respect to every provision of this Note. 3.9 NONRECOURSE. Except as expressly provided in this Section 3.9, neither Borrower nor the general or limited partners of Borrower shall have personal liability for payment of the principal of, or interest on, this Note, and the sole recourse of City with respect to the payment of the principal of, and interest on, this Note shall be to the Project, the Property and any other collateral held by City as security for this Note; provided however, nothing contained in the foregoing limitation of liability shall: (A) impair the enforcement against all such security for the Loan of all the rights and remedies of the City under the Deed of Trust and any financing statements City files in connection with the Loan as each of the foregoing may be amended, modified, or restated from time to time; (B) impair the right of City to bring a foreclosure action, action for specific performance or other appropriate action or proceeding to enable City to enforce and realize upon the Deed of Trust, the interest in the Project and the Property created thereby and any other collateral given to City in connection with the indebtedness evidenced hereby and to name the Borrower as party defendant in any such action; (C) be deemed in any way to impair the right of the City to assert the unpaid principal amount of the Loan as a demand for money within the meaning of Section 431.70 of the California Code of Civil Procedure or any successor provision thereto; (D) constitute a waiver of any right which City may have under any bankruptcy law to file a claim for the full amount of the indebtedness owed to City hereunder or to require that the Docusign Envelope ID: 967E3780-B385-4EE4-9DFC-BD179CC5CF14 4920-9897-9925 v3 6 Project and the Property shall continue to secure all of the indebtedness owed to City hereunder in accordance with this Note and the Deed of Trust; or (E) limit or restrict the ability of City to seek or obtain a judgment against Borrower to enforce against Borrower and its general partners to: (1) recover under any provision of any City Document that obligates Borrower to indemnify City, or (2) recover from Borrower and its general partners compensatory damages as well as other costs and expenses incurred by City (including without limitation reasonable attorneys’ fees and expenses) arising as a result of the occurrence of any of the following: (a) any fraud or intentional misrepresentation on the part of the Borrower, or its general partners, or any officer, director or authorized representative of Borrower or its general partners in connection with the request for or creation of the Loan, or in any City Document, or in connection with any request for any action or consent by City in connection with the Loan; (b) any failure to maintain insurance on the Property and the Project as required pursuant to the City Documents; (c) failure to pay taxes, assessments or other charges which may become liens on the Property or the Project (subject to the right to contest as set forth in the Loan Agreement); (d) the presence of Hazardous Materials on the Property or other violation of the Borrower’s obligations under the City Documents pertaining to environmental matters; (e) the occurrence of any act or omission of Borrower that results in waste to or of the Project or the Property and which has a material adverse effect on the value of the Project or the Property; (f) the material misapplication of the Loan proceeds; (g) the removal or disposal of any personal property or fixtures other than in the normal course of Borrower’s business, or the retention of rents, insurance proceeds, or condemnation awards in violation of the City Documents; (h) the material misapplication of the proceeds of any insurance policy or award resulting from condemnation or the exercise of the power of eminent domain or by reason of damage, loss or destruction to any portion of the Project or the Property; and (i) the failure of Borrower to pay all amounts payable under this Note in full if a Transfer occurs in violation of the City Documents. Docusign Envelope ID: 967E3780-B385-4EE4-9DFC-BD179CC5CF14 4920-9897-9925 v3 7 IN WITNESS WHEREOF, Borrower has executed this Amended and Restated Secured Promissory Note as of the date first written above. BORROWER: PETALUMA CORONA STATION LP, a California limited partnership By: Petaluma Corona Station, LLC, a California limited liability company Its: Administrative General Partner By: Danco Communities, a California corporation Its: Manager By: ________________________ Daniel J. Johnson, President By: Community Revitalization and Development Corporation, a California nonprofit public benefit corporation Its: Managing General Partner By: __________________________ David Rutledge, President Docusign Envelope ID: 967E3780-B385-4EE4-9DFC-BD179CC5CF14