HomeMy WebLinkAbout2022-171 Agrmt- ColumbiaCare Rogue Ridge Apts. LLC Jackson County Official Records 2022-029897
R-DR 10/06/2022 12:46:34 PM
Cnt= ALOUISB
$30.00$10.00$13.00$11.00$11.00 Total:$139.00
$60.00$4.00
When Recorded Return Original to:
Melissa Hutala, City Recorder 11111111111,
1111111111
20 East Main Street, Ashland, Oregon 97520 020213440202 002989 06006
I,Christine Walker,County Clerk for Jackson County,Oregon,certify
that the instrument identified herein was recorded in the Clerk
records Christine Walker-County Clerk
CITY OF ASHLAND AFFORDABLE HOUSING
RESALE RESTRICTION COVENANT
Owner: ColumbiaCare Rogue Ridge Property Address: 1675 Ashland Street
Apartments, LLC Map and Tax Lot#
Agreement date: Purchase Price: NA
Name of development: Rogue Ridge Date of Purchase: NA
Apartments
Agreement entered into on the date specified above by the City of Ashland ("City") and
the "Owner" named above regarding certain improved real property located at the
property address specified above ("the rental units").
RECITALS:
A. The rental units referred to in this agreement is described more fully on the
attached Exhibit A.
B. The rental units are being made available at affordable rent to eligible
low-income households, pursuant to the City's Affordable Housing Program
("Program").
C. The Owner recognizes that in making the rental units available to eligible low-
income households, the Owner is receiving the benefits of the City's assistance to the
property upon which the rental units are located. The Owner understands that signing
this Agreement and complying with its terms are necessary to permit the City to fulfill its
affordable housing goals.
D. Sale or rental of the home is subject to certain restrictions contained in this
Covenant for the purpose of implementing the City's Affordable Housing Program as set
forth in Ashland City Council Resolution No. 2020-24 ("Program").
E. The resale or rental restrictions were imposed on this property when the
development received an award of Affordable Housing Trust Funds and a waiver of
System Development Charges, to acquire land and develop 28 units at 1675 Ashland
Street. The Owner understands that signing this Covenant and complying with its terms
are necessary to permit the City to fulfill its affordable housing goals. The agreement is
to be recorded in the deed records. The applicant has voluntarily provided an additional
28 units of rental housing to be maintained as affordable for a period not less than
PAGE 1-RESALE RESTRICTION AGREEMENT
30 years and has received a deferral of System Development Charges and a waiver
of the Community Development and engineering fees on those voluntarily provided
units.
City and Owner agree:
1. Rental Unit Occupancy Requirement. The Owner agrees and acknowledges that
the City's participation in the Program is conditioned upon Owner's continuous renting of
the rental unit to eligible low-income households at affordable rent levels, in accordance
with the provisions of Resolution No. 2020-24 adopted by the Ashland City Council.
2. Systems Development Charges (SDCs). City will waive the payment of SDCs owed
by the Owner and due on the rental units. The Owner will execute a promissory note
payable to City in a principal amount equal to the total cost of the SDCs that have been
deferred and the Community Development and Engineering fees that have been
waived. The note and the obligations under this Agreement will be secured by a trust
deed on the property containing the rental unit.
3. Transfer of Property. When the property containing the rental unit is sold or
transferred, Owner agrees to pay any amount due from the promissory note referred to
in paragraph 2, unless the qualified low-income rental units remain eligible to low-
income households at affordable rent levels, in accordance with the provisions of
Resolution No. 2020-24 adopted by the Ashland City Council.
3.1. Definition of transfer. To "transfer" the property of the rental units means
any sale, assignment or transfer, whether voluntary or involuntary, of any interest in the
property, including, but not limited to, a fee simple interest, a co-tenancy interest, a
survivorship interest, a life estate, a leasehold interest, any right to possession under a
rental agreement, or an interest evidenced by a mortgage, trust deed or land sale
contract in which possession of the rental unit is transferred and the Owner retains title.
3.2. Assumption requirement. This agreement shall apply to and bind any
purchaser or transferee for the term of this agreement. Such purchaser or transferee
shall assume the Owner's duties and obligations under this Agreement in writing, or
sign an agreement substantially similar to this Agreement, prior to the transfer of the
property. If the purchaser or transferee fails to assume this Agreement or execute and
deliver a substantially similar agreement to the City prior to the sale or transfer, then the
Owner shall pay any amount due from the promissory note referred to in paragraph 2.
Recording of the assumption agreement in the official records of Jackson County,
Oregon, shall be a condition of the City's approval of the proposed transfer. Owner
agrees to pay a reasonable assumption fee to the City and to reimburse the City for its
expenses incurred in administering its rights and obligations in connection with any
transfer under this Agreement. Upon the close of any transfer, Owner agree to provide
the City with copies of the recorded trust deed, final sales contract, settlement
statement, escrow instructions, and any other documents prepared or used in
connection with the transaction.
4. Owner Must Notify City of Transfer. If Owner desire to transfer the property
PAGE 2-RESALE RESTRICTION AGREEMENT
containing the rental units, Owner is required to notify City in writing to that effect. The
notice shall state the street address of the Owner's home, full name or names, the
address and telephone number at which the Owner may be contacted if not at the
home. The notice shall be given at least 30 days prior to the transfer and shall be
delivered as provided in paragraph 8.
5. Priority and Effectiveness of this Agreement. This Agreement, or a memorandum
of this agreement, shall be filed for recordation in the County Clerk deed records,
Jackson County, Oregon prior to any sale, conveyance, transfer or other disposition of
the property, or of any estate or interest in the rental unit, by the Owner. The Agreement
shall have priority over any subsequent sale, conveyance, transfer, lease or other
disposition or encumbrance of the property, or of any estate or interest in the rental unit.
6. Term of Agreement. The restrictions contained in this Agreement shall continue for
a period of 30 years from the date of this Agreement.
7. Survival of Agreement Upon Transfer. The City's rights under this Agreement shall
survive any transfer of the property by Owner.
8. Notices. Except as otherwise specified in this Agreement, all notices required to be
sent pursuant to this Agreement shall be made by personal delivery or by deposit in the
United States mail, first class postage prepaid, and shall be deemed to have been
delivered and received on the date of personal delivery or five days after deposit in the
mail, if sent to the following addresses:
City: Linda Reid, Affordable Housing Specialist
City of Ashland
51 Winburn Way
Ashland, Oregon 97520
OWNER: ColumbiaCare Rogue Ridge Apartments LLC
3587 Heathrow Drive
Medford, OR 97504
The addresses above may be changed by notice given pursuant to this paragraph.
9. Waiver. No condition of this agreement or of the note or trust deed shall be deemed
waived unless expressly waived in writing by City.
10. Default. A default shall occur if Owner fails to perform or observe any of the
provisions of this agreement, the note or trust deed. If any default occurs, City may, at
its option, declare the entire unpaid balance of principal and accrued interest on the
note immediately due and payable and enforce any of the remedies set forth in the trust
deed.
11. Binding Effect. Throughout this Agreement, the term "Owner" refers individually
and collectively to all persons who sign this Agreement and all persons signing this
Agreement shall be jointly and severally liable for its obligations.
12. Attorneys' fees. If either party is required to initiate legal proceedings to enforce its
PAGE 3-RESALE RESTRICTION AGREEMENT
rights under this Agreement, the prevailing party in such action shall be entitled to an
award of reasonable attorneys' fees and costs in addition to any other recovery under
this Agreement.
13 Report to City. Owner shall submit a report upon request to the City in a form
approved by the City. The report shall include the income and family size of the
household occupying the rental units. The report shall also state the date the tenancy
commenced for the rental unit and such other information as the City may be required
by law to obtain.
SIGNATURE PAGE FOLLOWS
PAGE 4-RESALE RESTRICTION AGREEMENT
ColumbiaCare Rogue Ridge Apartments, LLC
By:
Title: 2. a.-e-, 1We_cd '
CITY OF ASHLAND:
By: 02-------------
Title: ` L, 4 LJ L. , ,
State of Oregon
County of Jackson
This instrument was acknowledged before me on a,-ini- 1 9 , 20J
by S- ac�./14Ce«e_// and ,u/q •
s=�. .•!!OFFICIAL STAMP c
I '7 MICHELLE GRIGSBY jyj1����,GLc
� .
1 NOTARY PUBLIC-OREGON
`%a,� COMMISSION NO.985328 Notary Public for Oregon
MY COMMISSION EXPIRES MARCH 21,2023 My commission expires: 3/. /./613
State of Oregon
County of Jackson
This i strument was acknowledged before me onp�,,,y. 7'--) , 20,�)-
- -
byicIanA,,,.� wok as _ . ,, G; AA y.. - _ of the City of
Ashland, Oregon.
f, ' . OFFICIAL STAMP ./ a-Th."-�
h tea DANA SMITH Notary Public for Oregon
V
COMMISSION NO. 0060 3 My expires: 1 i I ► LI
commission
MY COMMISSION WIRES NOVEMBER 11,2024
PAGE 5-RESALE RESTRICTION AGREEMENT
,
EXHIBIT A . .
.,LEGAL DESCRIPTION
Order Na.: 470$20057958 , - • .. : • . .
Parcel 9 Of PARTITION PLAT NO P-03-2020 of the Records of Jackson County,Oregon,.-filed Jar:uary:
.23,2020; Index Volume;3:1,Page.03,:0.01 Plat Records of,Jac son.Courcy,Oregon,.County Survey
Nfl 22998.
.