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HomeMy WebLinkAbout1997-01-29 City CouncilFROM CITY ATTORNEY January 29, 1997 THE HONORABLE CITY COUNCIL Palo Alto, California RE: Stanford Sand Hill Development~Agreement Dear Members of the Council: Attached is a full copy of the proposed Development Agreement between the City of PaloAlto and Stanford University, as reviewed and recommended by the Planning Commission. This copy (0051700) includes all changes to date and replaces Attachment 20 to CMR:126:76 (0031492). Res APC:bdc EL PIERRE CALONNE C:ty Attorney Attachment cc:Sanford Skaggs, Esq. June Fleming, City Manager Kenneth Schreiber, Director of Planning & Community Environment Susan W. Case, Senior Asst. City Attorney 970129 bd¢ 0051702 RECORDING REQUESTED BY AND WHEN RECORDED MAIL TO: City Clerk City of Palo Alto 250 Hamilton Avenue P.O. Box 10250 Palo Alto, CA 94303 DEVELOPMENT AGREEMENT Between CITY OF PALO ALTO, a chartered city and BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY, a body having corporate powers under the laws of the State of California DEVELOPMENT AGREEMENT THIS DEVELOPMENT AGREEMENT (hereinafter "Agreement")~ is entered into as of this day of , 1997, by and between the CITY OF PALO ALTO, a chartered city of the State of California (hereinafter "City"), and THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY, a body having corporate powers under the laws of the State of California (hereinafter "Stanford"). RECITALS THIS DEVELOPMENT AGREEMENT is entered into on the basis of the following facts, understandings and intentions of the parties: A. These Recitals use certain terms with initial capital letters which.are defined in Section 1 of this Agreement. City and Stanford intend to refer to those definitions when the capitalized terms are used in these Recitals. B. Government Code sections 65864-65869.5 authorize the parties to enter into a binding development agreement for the development of real property within City’s jurisdiction. C. Pursuant to Government Code section 65865, City has adopted Resolution No. 6597 establishing procedures and requirements for consideration of development agreements. Exhibit "A. " Stanford is the owner of the Property described in E. Stanford has applied for, and the City has certified or approved, as applicable, certain environmental documents and land use approvals and entitlements relating to the development of the Project. These actions (the "Project Approvals") consist of the following: i. CEQA Compliance. Pursuant to the California Environmental Quality Act, the State CEQA Guidelines, and the City’s CEQA implementing guidelines and procedures (collectively, "CEQA"), the Project, this Agreement and the Project Approvals were the subject of an environmental impact report ("EIR"). The EIR was certified as adequate by the City Council on , ~997, and the data, analyses, comments,responses, mitlgation measures and other information 970128 ape 0051700 Page i of 33 contained in the EIR was considered by the City Council prior to its consideration of and action on the Project, this Agreement, and the Project Approvals. In connection with the certification and consideration of the EIR in relation to its approval of the Project, this Agreement and the Project Approvals, the City Council made findings pursuant to CEQA as set forth in its Resolution No. , dated , 1997 ("CEQA Findings"). The CEQA Findings are attached to this Agreement as Exhibit "B." 2. 1997 Comprehensive Plan Amendments. On , 1997, the City Council adopted the hereinafter described Resolutions amending the Comprehensive Plan to provide for the Project ("1997 Comprehensive Plan Amendments"). The 1997 Comprehensive Plan Amendments, which are attached to this Agreement and collectively labeled as Exhibit "C", are described as follows: a. Resolution No. __, Amending the Land Use Element of the Palo Alto Comprehensive Plan Relating to the Streamside Open Space Land Use Category b. Resolution No. __, Amending the Land Use Map of the Palo Alto Comprehensive Plan for Land of Stanford University Located Generally at 1000 Sand Hill Road (Stanford West Apartment Project) c. Resolution No. __, Amending the Land Use Map of the Palo Alto Comprehensive Plan for Lands of Stanford University Located at 600 and 700 Sand Hill Road (Stanford West Senior Project) d. Resolution No. , Amending the Land Use Map and the Street Network Map of the Palo Alto Comprehensive Plan Relating to Roadway and Circulation Changes in the Boundaries of the Streamside Open Space Area inthe Vicinity of the Stanford Shopping Center e. Resolution No. , Amending Various Elements of the Palo Alto Comprehensive Plan Relating to Road Improvements in the Sand Hill Road Corridor 970128 ~p~ 0051700 Page 2 of 33 3. 1997 Zoning Ordinance Amendments.On , 1997, the City Council adopted the hereinafter described Ordinances amending the Zoning Ordinance to provide for the Project ("1997 Zoning Ordinance Amendments"). The 1997 Zoning Ordinance Amendments, which are attached to this Agreement, and collectively labeled as Exhibit "D", are described as follows: a. Ordinance No. , Amending Section 20.08.020 of the Palo Alto Municipal Code to Change the Setback Line Along a Portion of Sand Hill Road b. Ordinance No. , Amending Section 18.08.040 of the Palo Alto Municipal Code to Change the Classification of Property Known as 600 Sand Hill Road and 1000 Sand Hill Road from PF to PC and from RM-30 to PC, Respectively (Stanford West Senior Housing) c. Ordinance No. , Amending Section 18.08.040 of the Palo Alto Municipal Code to Change the zone Classification of Property Located at 600, 700 and i000 Sand Hill Road from RM-30 to PF and From PF to PM-30 d. Ordinance No. __, Amending Section 18.43.050 of the Palo Alto Municipal Code, Relating to the Allowable Floor Area of the Stanford Shopping Center e. Ordinance No. , Amending Section 18.08.040 of the Palo Alto Municipal Code to Change the Zone Classification of Property Located at 180 E1 Camino Real from CC to CC(L) (Stanford Shopping Center) f. Ordinance No. __, Conditionally Amending Section 18.08.040 of the Palo Alto Municipal Code by Prezoning As RM-40 a Portion of a New Parcel to be Created by the Realignment of Pasteur Drive and by Prezoning as PF(L) an Area of Land That Will Become part of Pasteur Drive. g. Ordinance. No. ___, Amending Section 18.08.040 of the Palo Alto Municipal Code to Change 970128 al~O051700 Page 3 of 33 the Zone Classification of a Portion of Pasteur Drive at Sand Hill Road from PF(L) to PM-40 4. 1997 Tentative Map. On , 1997/ the City Council approved a tentative subdivision map with an exception for road right-of-way width for portions of the Project ("1997 Tentative Map"). The face page of the 1997 Tentative Map is attached to this Agreement as Exhibit ."E," and the entire Tentative Map on file with the Department of Planning’ and Community Environment is incorporated by this reference. 5. Other Approvals and Entitlements. On , 1997, the City Council granted certain other approvals and entitlements to provide for the Project, as follows: a.Architectural Review approval of the Stanford West Apartments site b. Design Enhancement Exception to allow less private open space for 28 apartment units than is otherwise required, for the Stanford West Apartments c. Variance to allow an 18 foot setback on Sand Hill Road for parking spaces and carports where 25 feet is otherwise required, for the Stanford West Apartments d. Variance to allow on-street parking where off- street parking is otherwise required, for the Stanford West Apartments e. Site and Design approval for the Stanford West Apartments site f. Design Enhancement Exception to side yard fencing regulations to allow no solid wall or fence to be provided along the common property line between the Multiple Family (RM) zoned site and the Planned Community (PC) zoned Senior Housing site g. Architectural Review approval of the Senior Housing site 970121g apo0051700 Page 4 of 33 h. Architectural Review approval of the Stanford Shopping Center expansion i. Variance to allow a setback 1-1/2 feet on Arboretum Road for various retail building where 24 feet is otherwise required, for the Stanford Shopping Center expansion j. Architectural Review approval forthe Roadway Improvements 6. Conditions of Approval. The 1997 Comprehensive Plan Amendments, the 1997 Zoning Ordinance Amendments, the 1997 Tentative Map, and the Other Entitlements were adopted and approved by the City Council subject to specific conditions (collectively, the "Conditions of Approval"). The Conditions of Approval are attached to this Agreement as Exhibit "F." 7. Development Agreement Ordinance. City has duly adopted and posted, in accordance with all applicable laws, ordinances and charter provisions, Ordinance No. authorizing the Mayor to execute this Agreement on behalf of the City. A certified copy of the Ordinance is attached as Exhibit F. City desires to obtain the binding agreement of Stanford for the development of the Property in accordance with the provisions of this Agreement, the Comprehensive Plan, as amended, the zoning and the various other approvals and conditions related thereto.. G. Stanford desires to obtain the binding agreement of City that City ~will permit Stanford to develop the Property in accordance with the Applicable Rules~and Subsequent Applicable Rules, including any modifications permitted by this Agreement. H. Stanford has applied to City pursuant to the Development Agreement Act and City’s Resolution No. 6597 for approval of a development agreement providing for the binding agreements desired by the parties hereto. City’s Planning Commission and Council have given notice of intention to consider this Agreement, have conducted public hearings thereon pursuant to Government Code section 65867 and City’s Resolution No. 6597 and have found that the provisions of this Agreement are consistent with City’s Comprehensive Plan, as amended. 97o,28 apooos,7oo Page 5 of 33 I. The terms and conditions of this Agreement have been found by City to be fair, just and reasonable, and provide benefits to City. J. This Agreement is consistent with the present public health, safety and welfare needs of the residents of the City of Palo Alto and the surrounding region. City has approved the Project and granted the entitlements after considering the impacts and benefits of the Project upon the health, safety and welfare of the City and the region° City has also determined that the Project, as conditioned and modified, represents a reasonable balancing of the competing interests of the affected region. K. This Agreement will bind future City Councils to the terms and obligations specified in this Agreement and limit, to the degree specified in this Agreement and under state law, the future exercise of City’s ability to preclude development on the Property. L. This Agreement will eliminate uncertainty in planning and provide for the orderly development of the Property, eliminate uncertainty about the validity of exactions imposed by City, allow installation of necessary improvements, provide for public services appropriate to the development of the Project, and generally serve the public interest, both within the City of Palo Alto and in the surrounding region. M. Development of the Project in accordance with this Agreement and the Approvals will provide for orderly development consistent with City’s. Comprehensive Plan. ~The terms and conditions of this Agreement have undergone extensive review by City staff, its Planning Commission and the City Council, and have been found .to be fair, just and reasonable. Specifically, the Planning Commission and the City Council have found that: i. The provisions of this Agreement and its purposes are consistent with. the goals, policies, programs and standards. specified in City’s Comprehensive Plan; 2. This Agreement will help attain important economic, social, environmental and planning goals of City and enhances and protects the public health, safety and welfare of the residents of the City of Palo Alto and the surrounding region. 3. Stanford will incur substantial costs in providing public improvements, facilities and services for the benefit of the public in excess of that required to address the impacts of the Project; 970128 ap~ 0051700 Page 6 of 33 4. This Agreement environmental impacts; and will mitigate significant 5. This Agreement will otherwise achieve the goals and purposes forwhich the Development Agreement Act was enacted. NOW, THEREFORE, the parties do hereby agree as follows: I. Definitions. In this Agreement, unless the context otherwise requires: (a) "Applicable Rules" means the rules, regulations and official policies of City in force on the Effective Date, governing permitted uses of the Property, governing density, and governing design, improvement and construction standards and specifications applicable to the Project. (b) "City" is the City of PaloAlto. (c) "Comprehensive Comprehensive Plan. Plan" is the Palo Alto (d) "Conditions of Approval" are the conditions placed upon the approval of the Project by the City Council, and include the environmental mitigations adopted by the City Council. The Conditions of Approval are attached Exhibit "D." (e) "Development Agreement Act" means Sections 65864 - 65869.5 of the California Government Code. (f) "Discretionary Action" includes a "Discretionary Approval" and is an action which requires the exercise of judgment, deliberation or a decision, and which contemplates and authorizes the imposition of revisions or conditions, by City, including any board, commission or department and.any officer or employee thereof, in the process of approving or disapproving a particular activity, as distinguished from an activity which merely requires City, .including any board, commission or department and any officer or employee thereof, to determine whether there has been compliance with applicable statutes, ordinances, regulations, or conditions of approval. (g) "Effective Date" is the date this Agreement is executed by all parties. In the event this Agreement is executed by the parties on different.dates, the date the last party to execute this Agreement executes shall constitute the Effective Date. 970128 ~00051700 Page 7 of 33 (h) "Mortgage" means and refers, singly and collectively, to any mortgages, deeds of trust, security agreements, assignments and other like security instruments encumbering all or any portion of the Property or Stanford’s rights under this Agreement. (i) "Mortgagee" means and refers to the holder of any Mortgage encumbering all or any portion of the Property or Stanford’s rights under this Agreement, and any successor, assignee or transferee of any such Mortgage holder. (j) "Party" is a signatory to this Agreement, or a successor or assign of a signatory to this Agreement. (k) "Project" means development of the Property in accordance with the Applicable Rules, Project Approvals, and this Agreement, Including the following five projects studied in ~the Environmental Impact Report: The Stanford West Apartment Project (the "Apartment Project"); the Stanford West Senior Housing Project (the "Senior Project"); ~the Stanford Shopping Center Expansion Project (the "Shopping Center Project"); a collection of various roadway improvements, including widening and extension of Sand Hill Road, widening and improvement of Quarry Road, construction of a new Vineyard Lane, extension of Palo Road, extension of Stockfarm Road, and related roadway improvements (the "Roadway Project"); and the creation and annexation of a small parcel of property that will be created by the relocation of Pasteur Drive at Sand Hill Road (the "Annexation Project"). A more detailed description of the separate projects that comprise the "Project" is set forth in Chapter 3 of the Environmental Impact Report prepared for the Project, and is attached as Exhibit "G." (i) "Project Approvals" means the Comprehensive Plan Amendments~ Zoning Ordinance Amendments, variances, site and design and architectural review, tentative or final maps, and any other permits, licenses or other entitlements, discretionary or ministerial, relating to the development of the Property, which are described in Recital E. or attached Exhibits "B" through "F." (m) The "Property" means and is more particularly described in attached Exhibit "Ao" (n) "Public Improvements" means those public improvements that Stanford agrees to construct and dedicate to the City, or that the City or such other public entity as the City shall lawfully designate, may acquire, construct, equip, install, operate or maintain. 970128 ap~O051700 Page 8 of 33 (o) "Stanford" is the Board of Trustees of the Leland Stanford Junior University, a body having corporate powers under the laws of the State of California and its successors, assigns, transferees, or other persons or entities acquiring title to or an ownership interest in the Property or Project. (p) "Subsequent Applicable Rules" means the rules, regulations and official policies of City, as they may be adopted and effective after the Effective Date of this Agreement, governing permitted uses of the Property, governing density, and governing design, improvement and construction standards and specifications _applicable to the Project. (q) "Zoning Ordinance" is the zoning ordinance for the City of Palo Alto (Title 18 of the Palo Alto Municipal Code). 2. Interest of Stanford. Stanford represents to City that, as of the Effective Date, it owns the Property in fee, subject only to encumbrances, easements, covenants, conditions, restrictions .and other matters of record. 3. Bindinq Effect. Subject to the provisions of Section 18(f) below, this Agreement, and all of the terms and conditions hereof, shall run with the land and shall be binding upon and inure to the benefit of the parties and their respective assigns, heirs or other successors in interest. 4. Negation of Agency. The parties acknowledge that, in entering into and performing this Agreement, each is acting as an independent entity and not as an agent of the other in any respect. Nothing contained herein or in any document executed in ¯ connection herewith shall be construed as making City and Stanford joint venturers or partners. 5. Development of the Property. The following specific restrictions shall govern the use and development of the Property: (a) Permitted Uses. The Property may be used as set forth in’the Applicable Rules, Project Approvals and this Agreement, including without limitation Exhibits "B" through "F." (b) Maximum Density and InteDsity of Uses. When developed, the density and intensity of use of the Property shall not exceed those densities and intensities of use set forth in the Applicable Rules, Project Approvals and this Agreement. 970128 apc 0051700 Page 9 of 33 (c) Dedication of Property for Public Purposes. Provisionsfor the dedication of land for public purposes are set forth in Section 6 below. (d) Other Development Standards. All design and development standards not set forth in the Project Approvals or this Agreement shall be in accordance with the Applicable Rules as applied to the project through the ~applicable zoning and other future actions taken by City; provided such standards shall not be inconsistent with the Project Approvals. (e) Subsequent Applicable Rules. A Subsequent Applicable Rule can be applied to the Project without Stanford’s consent only if City determines it necessary to protect against conditions which create a substantial and demonstrable risk to the physical health or safety of residents or users of the Project or the affected surrounding region. 6.Dedications,Exactions, Mitigations and Reservations. Stanford shall make the dedications, exactions, mitigations or reservations required by.the Project Approvals and Applicable Rules, and all real property conveyances, encumbrances, or Other contracts of any kind shall be in a form acceptable to the City Attorney. The specific provisions of the Project Approvals shall control over conflicting or duplicative provisions ofthe Applicable Rules relating to dedications, exactions, mitigations or reservations. For convenience, Section 6(a) contains an exemplary list of the easements required by the Project Approvals, but it shall not create any independent, additional requirements. (a) Easements. ’(I)Apartment project. Necessary easements to serve the Apartment Project forelectric,~ water, gas, wastewater and storm drain purposes; an easement or easements for purposes of bicycle and pedestrian access on "Main" Street and between the existing bike/pedestrian bridge at San Mateo Avenue and the Project; necessary easements to serve the Apartment Project for emergency vehicle access; conservation easement; and other dedications per subdivision approval, as all such easements are described in the 1997 Tentative Map and Project Approvals. (2)Senior Project. Necessary easements to serve the Senior Project for electric, water, gas, wastewater and storm drain purposes;an access and maintenance easement in favor 9701:ZSap~O05~700 Page I0 of 33 of the Santa Clara Valley Water District; necessary easements to serve the. Senior Project for emergency vehicle~ access; and bike paths, as all such easements are described in the 1997 Tentative Map and Project Approvals. (3) Shopping Center Project. Necessary easements to serve the Shopping Center for electric, water, gas, wastewater and storm drain purposes, as all such easements are described in the Project Approvals (4)Roadway Easements.Easements for right-of-way purposes for all public streets; necessary easements for traffic signal control; necessary easements for electric, water, ~gas, wastewater and storm drain purposes; easement for utility vehicle access to, and reasonable clearance around, the utility substation on Quarry Road; and public transit easements, as all such easements are described in the 1997 Tentative Map and the Conditions of Approval. (b) Below-Market-Rate ("BMR") Housing Requirement. Stanford shall make certain units in the Apartment Project available for leasing at below-market rental rates .(the "BMR Program") to fulfill its obligations under Program 13 of the Housing Element of the Comprehensive Plan with respect to both the Apartment Project and the Senior Housing Project. The specific requirements of the BMR Program are set forth in the attached Exhibit "H." Certain additional terms of the BMR Program described in Exhibit "H" shall be determined by Stanford, subject to.the reasonable approval of City’s Director of Planning and Community Environment, before a certificate of occupancy is issued for the Apartment Project. (c) .Apartment Rental Management Plano Stanford shall prepare and submit an Apartment Rental Management Plan for the apartment project which shall provide that priority for the units shall be given to Stanford employees and persons working on Stanford lands. The Apartment Rental Management Plan shall be consistent with Exhibit "H-I" and in a form acceptable to the City. A copy of the draft Apartment Rental Management Plan is attached as Exhibit "H-I." (d) City-Retained Experts° Several Conditions of Approval for the Project require the exercise of highly specialized technical skills or professional judgment by fity, and in order to fulfill these obligations City will be required to retain professional experts as consultants or contractors° City shall retain complete review and approval responsibility for the 970128 ape 0051700 Page ii of 33 functions performed by such retained experts, and.City shall not delegate final decision making responsibility to.such experts. (i)Payment. Stanford shall pay the total costs incurred by City in contracting for the services of certain third party professional experts in connection with construction of the Project (collectively, "City Consultants"), as required by the Conditions of Approval. The compensation payable to the City Consultants shall be commensurate with the prevailing market rates in the Palo Alto or greater Bay area for similar services. Upon City approval of the initial agreement for services for each City Consultant, Stanford shall deposit with City an amount up to 20% of the total approved contract amount. The exact amount of the deposit will vary depending on the consultant contract and will be determined by the City staff person assigned to oversee the contract. Thereafter, each quarter, City shall provide Stanford with an estimate of the amounts that will be payable to the City Consultants during the following three-month period, indicating for. each how much deposit is currently available, how much additional deposit will be needed to fund the Contracts during that period, and a schedule for providing the additional deposits. City shall provide Stanford with statements itemizing the charges to Stanford in reasonable detail. Stanford understands and acknowledges that City’s contractual agreements with each City Consultant will provide that no work under such contract shall commence or continue, as the case may be, until and unless sufficient funds are on deposit to the account of that contract to cover the cost of such work, and that failure on the part of Stanford to make timely payments may result in a cessation of construction-related operations. Stanford may inspect and audit City’s records with respect to all such charges in accordance with the California Public Records Act. (2)Scope of Work and.Authority~ The scope of work for each of the City Consultants shall provide only for those services that are reasonably necessary to .fulfill the purposes described in the Conditions of Approval . Additional services may be provided, as mutually agreed upon by City and Stanford. City agrees to establish in the initial scope of work for each City Consultant the general duties to be performed by the City Consultant, a fixed hourly rate of pay, andan estimated total contract amount, based on ~City staff’s professional judgment and knowledge of the project at the time the contract is executed. City and Stanford recognize and acknowledge that the schedule of work 970128 ap~O051700 Page 12 of 33 for most City Consultants will be greatly dependent upon such variables as the timing of submittals from Stanford and its consultants, construction scheduling and timing and unplanned contingencies, and that these variables may result in and require changes in the scope of services or estimated budget for a City Consultant contract. City shall perform proper oversight to ensure that only the reasonable and necessary amount of time and effort is being expended by each City Consultant, to competently perform his or her assigned tasks according to .the standards of his or her profession, in an efficient, economical and timely manner. (3)Fee Waiver.City shall not require Stanford to pay any fees otherwise payable under the Municipal Fee Schedule for any services that will be performed by a City Consultant pursuant to this section 6.4. (4) Required Consultants. The City Consultants that Stanford shall be required to fund are listed below. Arborist. Creek Restoration Specialist. Archaeologist/Historian. Senior Level Planner. Building Plan Checker and Inspector. Electric Utility Engineer/Inspector. Public Works Engineer/Inspector. Hydrologist. (e) Annexations. City shall petition the Local Agency ~Formation Commission to annex to City the unincorporated island that will be created by the relocation of Pasteur Drive at Sand Hill Road. Stanford agrees thatit will not oppose the annexation and that it will cooperate by executing allnecessary documents, by providing information required by LAFCO or City, acting as the conducting authority, and by attending~LAFCO and City hearings and testifying in favor of the annexation. Stanford shall not be ¯ required to pay any of the costs of the annexation other than compensation of its staff and retained experts necessary to comply with~the provisions of this section 6(e). (f)Designation of Job Site for Sales and Use Tax Purposes. Stanford shall designate and -shall require its contractors and subcontractors to designate the Property as the place of sale of "fixtures" furnished and installed by them for the Project, and also.to designate and require its contractors and 97o128.p~oo517oo Page 13 of 33 subcontractors to designate the Property as the place of use of "materials" used in construction of the Project. Stanford agrees and shall require its contractors and subcontractors to comPlete and file any forms as the State Board of Equalization may reasonably require to effect the designations required by this section 6(f), pursuant to Regulation 1806 of the State Board of Equalization. (g) E1 Camino Park. Stanford currently leases to City certain real property known as "El Camino Park." The current lease term expires on February 26, 2013. A 12.19 acre portion of that property, used for playing fields and associated activities, is commonly known as "El Camino Ball Park." The parties hereby agree that, as of the date of issuance of the first building permit for the Project, the rent for E1 Camino Ball Park shall thereafter be set at the rental rate in effect on that date, and shall not increase until the expiration of the current lease term. As of the date of expiration of the current lease term, the City will retain an independent appraiser, who will appraise that certain 12.19 acre portion of E1 Camino Park known as "El Camino Ball Park," based on its then "highest and best use" for low density, multiple-family residential use, in accordance with the then applicable codes and regulations (the "Appraised Price"). If Stanford does not agree with the City’s appraisal, it may retain its own independent appraiser for purposes of the appraisal. If the parties cannot agree on one of the appraisals, the two appraisers shall appoint a third appraiser, whose appraisal shall be accepted by both parties as the Appraised Price. Stanford agrees to extend the lease for E1 Camino Ball Park for an additional 20 years, expiring on or about February 26, 2033, and .the rent for the 12.19 acres shall be determined based upon the Appraised Price. and shall not change during the lease period from 2013 to 2033. There shall be no change in the basis for the rent for any other property within the E1 Camino Park lease, including Holiday Inn, MacArthur Park, Red’Cross and Caltrain Depot lease areas. This Section 6(g) shall survive and be enforceable throughout the term of the E1 Camino Park Lease, notwithstanding expiration or termination of this Agreement° (h) No Other Dedications° Except as set forth in this Section or Section 9 below, or as may be agreeable to Stanford, Stanford shall not be required to make any dedications or reservations of the Property, or any portion thereof or interest therein, or of any other .property in connection with the development, construction, use, or operation of the Project, or any portion thereof. 970128 apcO051700 Page 14 of 33 (i) No Other Public Improvements or Financial Contributions. Stanford shall not be required to construct public improvements or make financial contributions to City in lieu of public improvements, except as expressly set forth in £his Agreement, or as may be agreeable to Stanford, or as provided in Sections 8 and 9 below. 7. Phasing Schedule. Stanford shall construct the Project and comply with the Conditions of Approval, including the requirements of Section 6 of this Agreement, in accordance with the schedule set forth in Exhibit "I." Stanford shall have .no obligation to develop the project, or any component of it, unless and until it obtains a building permit or permits, at which time Stanford shall be obligated to complete each component of the project for which the building permit or permits were obtained, as well as all public improvements, conditions of approval, mitigation measures, or other elements of the project approvals required by the phasing schedule to be completed before occupancy of each component for which building permits have been obtained. Stanford may develop the Project in its sole discretion in accordance with Stanford’s time schedule, subject to the Term of this Agreement set forth in Section 17, provided construction is not accelerated and the order, sequence and phasing of the Project shown on Exhibit "I" is not altered. Stanfordmay request a change in the order, sequence and phasing of development of the Project components. If Stanford requests such a change, it shall provide City an amended Exhibit "I" showing the requested change and explaining the reasons for the proposed amendment. Within a reasonable time of receiving the amended exhibit, the City Manager (a) shall determine whether ¯ additional environmental review is required; (b) may re-determine the timing of the construction of the dedications, exactions, mitigations, reservations, or other conditions of approval, including without limitation any public improvements, so that the improvements necessary to serve each component of the Project and to mitigate its impacts are .completed before occupancy of such component and may modify the amended exhibit to reflect his or her determinations; and, finally, (c) shall approve or disapprove the requested change. If Stanford desires to proceed in accordance with the amended exhibit, it shall promptly give written notice of its acceptance of the amended exhibit, otherwise the existing Exhibit "I" shall.remain in effect. 8. Conditions and Impositions. Stanford shall comply with the following conditions and impositions in connection with subdivision and development of the Property: 970128 ~p~ 0051700 Page 15 of 33 (a) Comply with all Conditions of Approval; Proj ect Approvals and (b) Complete any action deemed necessary pursuant to Section 9 below. 9.Agreement and Assurances. (a) Agreement and Assurances on the Part of Stanford. The parties acknowledge and agree that development of the Property will resultin substantial public needs and.further _acknowledge and agree that this Agreement confers unique benefits on Stanford which can only be balanced by the provision of extraordinary public benefits. The parties intend by this Agreement to provide consideration to the.public to balance the private benefits conferred on Stanford¯ by providing for the satisfaction of certain directand indirect public needs resulting from or relating to the Project, and to provide public assurance that this Agreement is fair, just and reasonable, and prompted by the necessities of the situation so as to provide extraordinary benefits to City. Stanford acknowledges that the Conditions of Approval, including without limitation any dedications, mitigation, exactions and reservations, are fair, just and reasonable under the circumstances, and in consideration of the benefits conferred by this Agreement, Stanford hereby waives and releases any challenge, protest or other rights it may have with respect to the legality of the Conditions of Approval. In consideration of the foregoing and in consideration of City’s assurances for completion of the Project~ pursuant to the terms and conditions set forth in Section 9(b) and (f) below, Stanford hereby agrees as follows: (I) Stanford will develop the Project in accordance with the terms and conditions of this Agreement, the Project Approvals, and the Applicable Rules, and with the Subsequent Applicable Rules when required by this Agreement. (2) In addition toany other remedies provided the City under this Agreement, .if Stanford fails to make any payment orcomplete any other material act or performance specified in this Agreement, Stanford shall have no further right or entitlement to any certificate of occupancy until the default has been cured as provided in Section 10(c) of this Agreement; provided further that Stanford shall have no further right or entitlement to any building permit unless it is diligently proceeding to complete such actions necessary to cure the default as provided in Section 10(c) of this Agreement." The Parties recognize that this subparagraph may result in the limitation or cessation of the 970128 ~p~ 0051700 Page 16 of 33 rights otherwise conferred by this Agreement upon Stanford (as defined to include any successors, assigns, transferees, or other persons or entities acquiring title to or an interest in the Property or Project) for development. (b) Agreement and Assurances on the Part of the Cit~. In order to effectuate the provisions of this Agreement and as an inducement for Stanford to obligate itself to carry out the covenants and conditions set forth in the preceding Section 8(a) of this Agreement and in consideration for Stanford doing so, City hereby agrees and assures Stanford that Stanford will be permitted to carry out and complete the entire Project, subject to the terms and conditions of this Agreement, the conditions established in the Project Approvals and the Applicable Rules. In furtherance of such agreement and assurance, and pursuant to the authority and provisions set forth in the Development Agreement Act, City, in entering into this Agreement, hereby agrees and acknowledges that: (i) Entitlement to Develop. Stanford has acquired and been granted the vested right to develop the Project to the extent and in the manner provided in this Agreement, .subject to the Conditions of Approval imposed by the Project Approvals and in accordance with the Applicable Rules and Subsequent Applicable Rules when required by this Agreement, and City hereby finds the Project consistent with the Comprehensive Plan and the Zoning Ordinance. Any change in the Applicable Rules, including, without limitation, any change in any applicable general or specific plan, zonlng, subdivision or building ordinance or regulation, adopted or becoming effective after the Effective Date ~including, without limitation, any such change by means of ordinance, initiative, referendum, resolution, policy, order or moratorium, initiated or instituted for any reason whatsoever and adopted by the’Mayor, City Council, Planning Commission or any other board, commission or department of City, or any~officer or employee thereof, or by the electorate~ as the case may be, which would,¯ absent this Agreement, otherwise be applicable to the Project and which would conflict in any way with or be more res- trictive than the Applicable Rules, shall not be applied by City to the ~Project without Stanford’s consent unless City determines it necessary to protect against conditions which create a substantial and demonstrable risk to the physical health or safety of residents or users of the Project or the affected surrounding region. Any Subsequent Applicable Rule can be applied to the Project without Stanford’s consent only if City determines it necessary to protect against conditions which create a substantial and demonstrable risk 970128 apc 0051700 Page 17 of 33 to the physical health or safety of residents or users of the Project or the affected surrounding region. Any subsequent Discretionary Action which does not change the density, intensity of use or other site development standards permitted on the Property shall be governed by the Applicable Rules, unless City determines that a Subsequent Applicable Rule is necessary to protect against conditions which create a substantial and demonstrable risk to the physical health or safety of residents or users of the Project or the affected surrounding region. Any subsequent Discretionary Action which does change the density, intensity of use or other site development standards permitted on the Property shall be subject to the Subse- quent Applicable Rules provided, however, that no such subsequent Discretionary Action, when approved, will constitute grounds for the termination of this Agreement or otherwise affect the en- forceability of this Agreement with respect to the development of the Property hereunder. Any subsequent Discretionary Actions by City or any conditions, terms, restrictions and requirements for such Discretionary Actions by City, shall not, without Stanford’s consent, prevent development of the Property for the uses and to the maximum density or intensity of development and other site development standards set forth in this Agreement, unless City determines it is necessary to protect against conditions which create a substantial and demonstrable risk to the physical health or safety of residents or users of the Project or the affected surrounding region . (2) Consistency with Applicable Rules. City .finds, based upon all information made available to City prior to or concurrently with the execution of this Agreement, that there are no Applicable Rules that would prohibit or prevent the full completion and occupancy of the Project in accordance with uses, densities, designs, heights and sizes incorporated and agreed to herein. (3) Subsequent Discretionary Actions. With respect to any Discretionary Action or Discretionary Approval that is required subsequent to the execution of this Agreement, City agrees that it will not unreasonably withhold from Stanford or unreasonably condition~or delay any such Discretionary Action or Discretionary Approval which must ~be issued by City in order for the Project to proceed to construction and occupancy. In addition, no condition shall, without Stanford’s consent, precl~de or otherwise limit Stanford’s ability to develop the Project in 970128 ap~ 0051700 Page 18 of 33 accordance with the density and intensity of use and site development specifications set forth in this Agreement nor other- wise conflict with any provision of this Agreement, unless City determines it is necessary to protect against, conditions which create a substantial and demonstrable risk to the physical health or safety of residents or users of the Project or the affected surrounding region. (c) Cooperation and Implementation. City agrees that it will cooperate with Stanford to the fullest extent reasonable and feasible to implement this Agreement° Upon satisfactory completion by Stanford of all required preliminary actions and payments of appropriate fees, City will commence and in a timely manner proceed to complete all steps necessary for the implementation of this Agreement and the development of the Property in accordance with the terms of this Agreement, including, but not limited to, the processing and checking of any and all Project Approvals, agreements, covenants, applications and related matters required under the conditions of this Agreement, building plans and specifications and any other plans necessary for the development of the Property, filed by Stanford and the issuance of all necessary building permits, occupancy certificates or other required permits for the .construction, use and occupancy of the Property. Stanford will, in a timely manner, provide City with all documents, plans and other information necessary for City to carry out its obligations hereunder. ~ (d) Identification of Applicable Rules. Prior to the Effective Date, the parties will use reasonable efforts to identify two (2) sets of the Applicable Rules, one (I) set for the City and one (I) set for Stanford, so that if it becomes necessary -in the future to refer to any of the Applicable Rules, there will be a common set of the Applicable Rules available to both parties. Failure by City to identify written Applicable Rules shall in no manner limit City’s ability to later identify or use such Applicable Rules. (e) No Other Exactions. Except as set forth in Sections 6, 7, 8, and 9 and except as may be required by the Conditions of Approval, noother exactions shall be required to be paid, dedicated, constructed or contributed by Stanford in connection with this Agreement or any Project Approval, unless City determines, .based upon conditions not anticipated by City and Stanford on or before the Effective Date, that such exaction, is necessary to protect against conditionswhich create a substantial and demonstrable risk to ~the physical health and safety of residents or users of the Project or the affected surrounding 970128apc:0051700 Page 19 of 33 region. For purposes of this Agreement, exaction shall mean any requirement of City in connection with. or pursuant to any Applicable Rule or any Project Approval for dedication of land, construction or improvement of public facilities, payment offees or making any other contribution required in order to address impacts of development on the community or the impacts of this Agreement. For purposes of this Agreement, usual and customary application, processing and permit fees of the type now in effect shall not be considered exactions, and shall be paid by Stanford in whatever amount has been established by City in a generally applicable manner at the time any such application, processing or permit is sought by Stanford~ (f) Application of Subsequent Applicable Rules Stanford hereby agrees .that any Subsequent Applicable Rules can be applied to the Project if City determines, based upon conditions not anticipated by City and Stanford on or before the Effective Date, that it is necessary to do so in order to protect against conditions which create a substantial and demonstrable risk to the physical health and safety of residents or users of the Project or the affected surrounding region. i0. Periodic Review of Compliance. (a) Periodic Review. City shall review this Agreement annually, on or before the anniversary of the Effective Date, in accordance with the procedures and standards set forth in this Agreement and in Resolution No. 6597 in order to ascertain compliance by Stanford with the terms of the Agreement. Stanford shall submit an annual report, in a form reasonably acceptable to City, within 30 days after written notice from City. The annual report shall be accompanied by an annual review fee sufficient to cover the estimated costs of review and administration of the Agreement during the succeeding year. The amount of the annual review and administration fee shall not exceed City’s actual costs for such review and administration. (b) Special Review. The City Council of City may order a special review of compliance with this Agreement at any time. .The Director of Planning and Community Environment ("Planning Director") or City Council, as determined from time to time by the City Council, shall conduct such special reviews. (c)Procedure. (I) During either a periodic review or a special review, Stanford shall be required to demonstrate good 970128 ~p~ 0051700 Page 20 of 33 faith compliance with the terms of the Agreement. The burden of proof on this issue shall be on Stanford. The Parties acknowledge that failure by Stanford to demonstrate good faith compliance shall constitute grounds for termination or modification of this Agreement in accordance with the provisions of this Section i0. (2) Upon completion of a periodic review or a special review, ~the Planning Director shall submit a report.to the City Council setting forth the evidence concerning good faith compliance by Stanford with the terms of this Ag~reement and the recommended finding on that issue. (3) If the City Council finds on the basis of substantial evidence that Stanford has oomplied in good faith with the terms and conditions of this Agreement, the review shall be concluded. (4) If the City Council makes a finding that Stanford has not complied in good faith with the terms and conditions of this Agreement, the City shall provide written notice to Stanford describing: (i) such failure to comply with the terms and conditions of this Agreement (referred to herein as a "Default"), (ii) whether the Default can be cured, (iii) the actions, if any, required by Stanford to cure such Default, and (iv) the time period within which such Default must be cured. If the Default can be cured, Stanford shall have at a minimum 90 days after the date of such notice to cure such Default, or in the event that such Default cannot be cured within such 90-day period but can be cured within one (i) year, Stanford shall have commenced the actions necessary to cure such Default and shall be diligently proceeding to complete such actions necessary to cure such Default :within 90 days from the date of notice. If the default cannot be cured or cannot be cured within one (I) year, as determined by City during periodic or spegial review, the City Council may modify or terminate this Agreement as provided in Section 10(d). and Section lO(e) . (5) If Stanford fails to cure a Default within the time periods set forth in Section 10(c) (4), the City Council may modify or terminate this Agreement as.provided in Section 10(d) and Section 10(e). (d) Proceedings Upon Modification or Termination. If, upon a finding under Section 10(c) and the expiration of the cure period specified in Section 10(c) (4) above, City determines to proceed with modification or termination of this Agreement, City shall give written notice to Stanford .of its intention so to do. 970128 ~ 0051700 Page 21 of 33 The notice shall be given at least ten calendar days before the scheduled hearing and shall contain: (i) The time and place of the hearing; (2) A statement as to whether or not City proposes to terminate or to modify the Agreement; and (3) Such other information as is reasonably necessary to inform Stanford of the nature of the proceeding. (e) Hearings on Modification or Termination At the time and place set for’ the hearing on modification or termination, Stanford shall be given an opportunity to be heard and shall be required to demonstrate good faith compliance with the terms and conditions of this Agreement. The burden of proof on the issue shall be on Stanford. If the City Council finds, based upon substantial evidence, that Stanford has not complied in good faith with the terms or conditions of the Agreement, the City Council may terminate this Agreement or modify this Agreement and impose such conditions as are reasonably necessary to protect the interests of City. The decision of the City Council shall be final and subject to judicial review only pursuant to Code of Civil Procedure section 1094.5. (f) Certificate of Compliance. If, at the conclusion of a periodic or special review, Stanford is found to be in compliance with this Agreement, City shall, upon request by Stanford, issue a Certificate of Compliance ("Certificate") to Stanford stating that after the most recent periodic or special review and based upon the information known or made known to the .Planning Director and City Council that: (I) this Agreement remains in effect, and (2) Stanford is not in default. The Certificate shall be in.recordable form, shall contain information necessary to communicate constructive record notice of the finding of compliance, shall state whether the Certificate is issued after a periodic or special review and shallstate the anticipated date of commencement of the next periodic review. Stanford may record the Certificate. Whether or not the Certificate is relied upon by assignees or other transferees or Stanford, City shall not be bound by a certificate if a default existed at the time of the periodic or special review, but was concealed from or otherwise not known to the Planning Director or City. Council. 970128 ~0051700 Page 22 of 33 Ii. Modification, Amendment or Cancellation. Subject to meeting the notice and hearing requirements of Section 65867 of the Development Agreement Act, this Agreement may be modified or amended from time to time by mutual consent of the parties or their successors in interest in accordance with the provisions of Section 65868 of. the Development Agreement Act and City’s Resolution No. 6597; provided, however, that any amendment which does not relate to the term, .permitted uses, density or intensity of use, site development standards, provisions for reservation and dedication of land, conditions, terms, restrictions and requirements relating to subsequent Discretionary Actions, or any conditions or covenants relating to the use of the Property, may, if deemed appropriate by City, shall not require notice or public hearing. 12. Remedies for Default. It is acknowledged by the parties that City would not have entered into this Agreement if it were to have liability~ in damages under this Agreement, or with respect to this Agreement or the application thereof. The parties intend by the provisions Of this Section Ii that City shall have no liability for damages arising out of a breach of this Agreement. It is further acknowledged that City would not have entered into this Agreement if Stanford had not acknowledged that a reasonable relationship exists between all dedications, reservations, conditions, impositions or other exactions imposed and the impact of the Project upon the community. In addition, it is further acknowledged that City would not have entered into this Agreement if Stanford had not acknowledged that the direct and indirect impacts of the Project warrant and require the terms and conditions of this Agreement. Each of the parties hereto may pursue any remedy at law .or equity available for the breach of any provision of this Agreement, including but not limited to temporary or permanent injunctive relief or restraining orders, except that City shall have no liabilfty in damages to Stanford during the term of this Agreement or thereafter with respect to any acts which are alleged to have commenced or occurred during the term ~f this Agreement. The parties further acknowledge that money damages and remedies at law generally are inadequate and specific performance is an appropriate remedy for the enforcement of this Agreement and should be available to all. parties for the following reasons: above. Money damagesagainst City are excluded as provided 970128 ~1~c0051700 Page 23 of 33 (b) Due to the size, nature and scope of the Project, it may not bepractical or possible to restore the Property to its original condition once implementation of this Agreement has begun. After such implementation, Stanford may be foreclosed from other choices it may have had to utilize the Property or portions thereof. Stanford has invested significant time and resources and performed extensive planning and processing of the Project in agreeing to the terms of this Agreement and will be investing even more significant time and resources in implementing the Project in reliance upon the terms of this Agreement, and it is not possible to determine the sum of money which would adequately compensate Stanford for such efforts. Except for non-damages remedies, including the remedy of specific performance, Stanford, for itself, its successors and’ assignees, hereby releases City, its officers, agents and employees from any and all claims, demands, actions, or suits of any kind or nature arising out of any liability, known or unknown, present or future, including, but not limited to, any claim or liability, based or asserted, pursuant to Article I, Section 19 of the California Constitution, the Fifth and Fourteenth Amendments of the United States Constitution, or any other law or ordinance which seeks to impose any other liability or damage, whatsoever, upon the City because it entered into this Agreement, because of the terms of this Agreement, or because of the manner of implementation or performance of this Agreement. All legal actions shall be heard by a reference from the Santa Clara County Superior Court pursuant to Code of Civil Procedure Section 638, et s_9_q. Stanford and City shall agree upon a single referee who shall then try all issues, whether of fact or -law, and report a finding and judgment thereon and issue all legal and equitable relief appropriate under the circumstances of the controversy before him. If Stanford and City are unable to agree on a referee within ten (I0) days of a written request to do so by either party hereto, either party may seek to have one appointed pursuant to Code of Civil Procedure section 640. The cost of such proceeding shall initially be borne equally by the parties. Any referee selected pursuant.to this Section ii shall be considered a temporary judge appointed pursuant to Article 6, Section 21 of the California Constitution° 13o Litigation Expenses° If a legal action or proceeding is brought by any party because of default under this Agreement, or to enforce a provision thereof, the prevailing party therein shall be entitled, in addition to ~any other relief, to recover reasonable attorneys’ fees and court costs from the losing party as determined by the court in which said action or proceeding is pending. 970128 ~pc0051700 Page 24 of 33 14. Superseding State or Federal Law. In the event that any state or federal law or regulation enacted or adopted after the date of this Agreement shall prevent or preclude compliance with any of the provisions hereof, such provisions shall be modified or suspended only to the extent and for the time necessary to achieve compliance with said law or regulation and the remaining provisions of this Agreement shall be in full force and effect. Upon repeal of said law or regulation or occurrence of other circumstances removing the effect thereof upon this Agreement, the provisions hereof shall be restored to their full original effect. 15. Hold Harmless. Stanford agrees to and shall hold City, its officers, agents, employees and representatives, harmless and shall defend and indemnify City, its officers, agents, employees and representatives from liability for damage or claims for damage for personal injury, including death, and claims for property damage which may arise from the operations of Stanford, or its contractors, subcontractors, agents, employees or other persons acting on its behalf in relation to development of the Property. This hold harmless Section applies to all damages and claims for damages suffered or alleged to have been suffered by reason of the operations referred to in this Agreement, regardless of whether or not City prepared, supplied or approved plans or specifications or both. In addition to the foregoing, Stanford agrees to pay all costs, expenses, resultant charges,, and damages, including but not limited to attorney’s fees, incurred by or imposed upon City as a result of any litigation attacking this Agreement or any aspect of the Project. City agrees to and shall hold Stanford, its officers, agents, employees and representatives, harmless and shall defend and indemnify Stanford from liability for damages or claims arising out of the wrongful or negligent acts of City in the performance of its obligations under this Agreement, ’provided, however, that nothing in this paragraph shall be onstrued to allow damages against City for breach of this Agreement or as ~otherwise limited by Section 12. In the event a claim is filed with either party for which indemnification is claimed under this paragraph, the party seeking indemnification shall give notice to the indemnifying party of the full particulars of the claim promptly after learning of same. The party seeking indemnification shall not settle such a claim after a demand for indemnification has been made without the consent of the indemnifying party, which consent shall not be unreasonably withheld.- 16. Notices. All notices required or provided for under this Agreement shall be in writing and shall be delivered 970128 apcO051’700 Page 25 of 33 personally or. by overnight courier service or sent by certified or registered mail, return receipt requested. Any notice given by: (i) personal delivery, (ii) recognized overnight national courier service, or (iii) registered or certified mail, return-receipt requested, shall be deemed to have been duly given and received upon ~receipt.Notices to the parties shall be addressed as follows: City:City Manager City of Palo Alto 250 Hamilton Avenue Palo Alto, California 94301 with a copy to: City Attorney City of Palo Alto 250 Hamilton Avenue Palo Alto, California 94301 Stanford:Stanford Management Company 2770 Sand Hill Road Menlo Park, California 94025 with a copy to: .Office of the General Counsel Stanford University 105 Encina Hall Stanford, California 94305 Any notice so delivered shall be effective upon the date of personal delivery or, in the case of mailing, on the date of delivery as shown on the U.S. Postal Service return receipt. Any party may change its address for notice by giving ten (~0) days’ notice of such change in the manner provided for in this paragraph. 17. Term of Aqreement. The term of this Agreement shall commence as of the Effective Date, and shall continue for fifteen (15) years from the Effective Date or until terminated by mutual consent of the parties or as otherwise provided by this Agreement. Upon the termination of this Agreement, no party shall have any further right or obligation hereunder except with respect to any obligation to have been performed prior to such termination or with respect to any default in the performance of the provisions of this~ Agreement which has occurred prior to such termination or with respect to any obligations which are specifically set forth as surviving~his Agreement. 970128 apcO051700 Page 26 of 33 18.Miscellaneous. (a) Construction. As used in this Agreement, and as the context may require, the singular includes the plural ~and vice versa, and the masculine gender includes the feminine and neuter and vice versa. (b) Severability. If any term, provision, covenant or condition of this Agreement shall be determined invalid, void, or unenforceable, the remainder of this Agreement shall not be affected to the extent the remaining provisions are not rendered impractical to perform taking into consideration the purposes of this Agreement. Notwithstanding the foregoing, the provision of exactions and consideration referenced in Section 9 of this ~Agreement are essential elements of this Agreement and City would not have entered into this Agreement but for such provisions, and therefore in the event such provisions are determined to be invalid, void or unenforceable, this entire Agreement shall be null and void and of no force and effect whatsoever as of the date such determination becomes final. (c) Recordation. Upon execution of this Agreement, City shall promptly arrange for its recordation as provided in Government Code section 65868.5. Failure to record this Agreement within the time period provided for in Section 65868.5 shall not affect its validity or enforceability amongst the Parties hereto. (d) Captions and References The captions of the Sections and subsections of £his Agreement are solely for convenience of reference, and shall be disregarded in the construction and interpretation of this Agreement. (e) Time Time is of the essence of this Agreement and of each and every term and condition hereof, provided that failure by City to give notices at the times specified in this Agreement during a periodic review or special review, or termination or modification proceeding shall not affect the validity of such proceedings if Stanford has actual notice of such proceedings. ( f ) Ass ignment. (i) Right_to Assign. Stanford shall have the right to sell, transfer or assign the Property, in whole or in part (provided that no such partial.transfer shall be permitted to cause a violation of the Subdivision Map Act, Government Code section 66410, et s_9_q.), to any person or entity at any time during the term of this Agreement; provided: or assignment,(i). Concurrently with any such sale, transfer or within ten (i0) business days thereafter,. 97o128 ~oo~17oo Page 27 of 33 Stanford shall notify City, in writing, of such sale, transfer or assignment and shall provide City with an executed agreement, in a form reasonably acceptable to City, by the purchaser, transferee or assignee and providing therein that the purchaser, transferee or assignee expressly and unconditionally assumes all the duties and obligations of Stanford under this Agreement° (ii) No sale, transfer or assignment of any right or interest under this Agreement shall be made without the prior written consent of the City Council, which consent may not be unreasonably withheld. Notwithstanding the failure of any purchaser, transferee or assignee to execute the agreement required by subparagraph (i) above, the burdens of this Agreement shall be binding upon such purchaser, transferee or assignee, but the benefits of this Agreement shall not inure to such purchaser, transferee or assignee until and unless such agreement is executed.~ (2) Release of Stanford. Notwithstanding any sale, transfer or assignment, Stanford shall continue to be obligated under this Agreement unless Stanford is given a release in writing by City, which release will be provided by City upon the full satisfaction by Stanford of all the following conditions: (i) Stanford no longer has a legal or equitable interest in the portion of the Property being transferred° (ii) Stanford is not ~then in default and default proceedings have not been commenced by City under this .Agreemento (iii) Stanford has provided City with the notice and executed agreement required under Section 18(f) (I) (ii) above° (iv) The purchaser, transferee or assignee provides City with security reasonably satisfactory to City to secure performance of its obligations under this Agreement. Nothing contained in this Section 18(f) shall prevent a transfer of the Property, or any portion thereof, to an institutional lender as a result of a foreclosure or deed in lieu of foreclosure and any lender acquiring the Property, or any portion thereof, as a result.of foreclosure or a deed in lieu of foreclosure shall take such Property subject to the rights and obligations of Stanford under this Agreement; provided, however, in no event shall such lender be liable for any defaults or monetary obligations of Stanford arising prior to acquisition of title to the Property by such lender and provided further in no event shall any such lender or its successors or assigns be entitled to a 970128 ap~ 0051700 Page 28 ~of 33 building permit or occupancy certificate for any portion of the Project for which any fees required by this Agreement have not been paid to City or for any portion of the Project for which any other obligation under this Agreement remains unperformed. Subject to the provisions of this Section 18(f), the burdens of this Agreement shall be binding upon, and the benefits of this Agreement shall inure to, all successors-in-interest to the parties to this Agreement. (g) Waiver. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. No waiver of any right or remedy in respect of any occurrence or event shall be deemed a waiver of any right or remedy in respect of any other occurrence or event. (h) Governinq State Law. This Agreement shall be construed in accordance with the laws of the State of California. This Agreement shall be construed as a whole according to its fair language~and common meaning toachieve the objectives and purposes of the parties. The rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not be employed in interpreting this Agreement, all parties having been represented and having fully participated in the negotiation of this Agreement. (i) Certificate of Compliance. At any time during the term of this Agreement, any lender or other party may request any party to this Agreement to confirm that to the best of such party’s knowledge, no defaults exist under this Agreement or if .defaults do exist, to describe the nature of such defaults. Each¯ party hereby agrees to provide a certificate to such lender or other party within ten (i0) business days of the request therefor. The failure of any party to provide the requested certificate within such ten (i0) business day period shall not constitute a confirmation that to the best of such party’s knowledge, no defaults exist under this Agreement. (j) Mortgagee Protection. The parties hereto agree that this Agreement shall not prevent or limit Stanford in any manner, at Stanford’s sole discretion, from encumbering the Property or any portion thereof or any improvement thereon by any mortgage, deed of trust or other security device securing financing with respect to the Property. The City acknowledges that the lenders providing such financing may require certain Agreement interpretations and agrees upon request, from time to time, to meet with Stanford and representatives of such lenders to consider any such request for interpretation. City will not unreasonably withhold its consent to any~such requested interpretation provided such interpretation is consistent with the intent and purposes of. 970128 ~1~00~1700 Page 29 of 33 this Agreement. Any Mortgagee of the Property shall be entitled to the following rights and privileges: (i) Neither entering into this Agreementnor a breach of this Agreement shall defeat, render invalid, diminish or impair the lien of any mortgage or deed of trust on the Property made in good faith and for value. (2) The Mortgagee of any mortgage or deed of trust encumbering the Property, or any part thereof, which Mortgagee, has submitted a request in writing to the City in the manner specified herein for giving notices, shall be entitled to receive written notification from City of any default by Stanford in the performance of Stanford’s obligations under this Agreement° (3) If City timely receives a request from a Mortgagee requesting a copy of any notice of default given to Stanford under .the terms of this Agreement, City shall provide a copy of that notice to the Mortgagee within twenty (20) days of sending the notice of default to the Stanford. The Mortgagee shall have the right, but not the obligation, to cure the default during the remaining.cure period allowed such party under this Agreement. (4) Any Mortgagee who comes into possession of the Property, or any part thereof, pursuant to foreclosure of the mortgage or deed of trust, or deed in lieu of such foreclosure, shall take the Property, or part thereof, subject to the terms of this Agreement; provided, however, in no event shall such Mortgagee be liable for any defaults or monetary obligations of Stanford arising, prior to acquisition of title to the Property by such Mortgagee and provided further in no event shall any such Mortgagee .or its successors or assigns be entitled to a building permit or occupancy certificate until all fees due under this Agreement (relating to the portion of the Property acquired by such Mortgagee) have been paid to the City and until any other default has been cured. (k) Force Majeure. Neither party shall~be deemed to be in default where failure or delay in performance of any of its obligations under this Agreement is caused by floods, earthquakes, other Acts of God, fires, wars, ~riots or similar .hostilities, strikes and other labor difficulties beyond the party’s control (including the party’s employment force), court actions (such as restraining order or injunctions), or other causes beyond the party’s control. .If any such events shall occur, the term of this.Agreement and the time for performance by either party of any of its obligations hereunder shall be extended for the period of time that such events prevented such performance. (i) Entire Agreement. This Agreement sets forth and contains the entire understanding and agreement of the parties~ 970128 ap~0051700 Page 30 of 33 There are no oral or written representations, understandings,undertakings, or agreements which are not contained or expressly referred to herein, and any such representations, understandings,or agreements are superseded by this Agreement. No evidence of any such representations, understandings, or agreements shall be admissible in any proceeding Of any kind or nature relating to the terms or conditions of this Agreement, its interpretation, or breach. (m) No Third Party Beneficiaries. This Agreement is made and entered into for the sole protection and benefit of the parties and their successors and assigns, including mortgagees. No other person shall have any right .of action based upon any provision of this Agreement. (n) Counterparts. This Agreement may be executed by the parties in counterparts, which counterparts shall be construed together and have the same effect as if all of the parties had executed the same instrument. (o) Jurisdiction and Venue. Any action at law or in equity arising under this Agreement or brought by an party hereto for the purpose of enforcing, construing or determining the validity of any provision of this Agreement shall be filed and tried in the Superior Court of the County of Santa Clara, State of California, and the parties waive all provisions of law providing for the filing, removal or change of venue to any other court. (p) Further Actions. Each of the parties shall cooperate with and provide reasonable assistance to the other to the extent contemplated in the performance of all obligations under ~this Agreement and the satisfaction of the conditions of this Agreement. Upon the request of either party at any time, the other. party shall promptly execute, with acknowledgment or affidavit if reasonably required, and file or record such required instruments and writings and take any actions as may be reasonably necessary under the terms of this Agreement or to evidence or consummete the transactions contemplated by this Agreement. " (q) Authority to Execute. The person or persons executing this Agreement warrant and represent that they have the authority to bind Stanford to the performance of its obligations hereunder. (r) Administrative Appeal. Whenever in the Applicable Rules or Project Approvals any requirement or action by Stanford is made subject to the approval or satisfaction however expressed/ 0f~any entity, other than City, including City-retained experts (referred to in this subsection as a "third party"), such condition shall not be interpreted as providing the third party the right to make any final decision other than as may be vested in it. 970128 a1~ 0051700 Page 31 of 33 by law other than the Applicable Rules. Where a third party has no right vested in it by law other than the Applicable Rules to make a final decision, a condition requiring approval or satisfaction of such third party., however expressed, shall mean that the third party shall provide, as appropriate, advice, consultation a recommendation and/or an initial decision regarding the condition. The actual determination in such case will be made by the official or entity of City required or authorized to make such determination in accordance with the applicable provisions of the Palo Alto Municipal Code. Appeals from determinations made by City officials or entities shall be made in accordance with applicable provisions of the Palo Alto Municipal Code. (s) Exhibits. The following exhibits to which reference is made in this Agreement are deemed incorporated herein in their entirety: Exhibit A - Real Property Legal Description Exhibit B - CEQA Findings Exhibit C - Comprehensive Plan Amendments Exhibit D - Zoning Ordinance Amendments Exhibit E - 1997 Tentative Map Exhibit F - Conditions of Approval Exhibit G - Project Description Exhibit H - BMR Letter of Agreement Exhibit H-I - Apartment Rental Management Plan Exhibit I - Phasing Schedule Exhibit J Development Agreement Ordinance No. If the Recorder refuses to record any Exhibit, the.City Clerk may replace it with a single sheet bearing the Exhibit identification letter, stating the title of the Exhibit, the reason it is not being recorded, and that the original, certified by the City Clerk, is in the possession of the City Clerk and will be reattached to the original when it is returned by the Recorder to the City.Clerk. (t) Siqnature Pages. For convenience, the parties may execute and acknowledge this Agreement on separate signature pages which, when attached hereto, shall constitute this as one complete Agreement. 970128 ape0051700 Page 32 of 33 (u) Precedence. In the ~event of any conflict or inconsistency among this Agreement, the Project Approvals and the Applicable Rules, the provisions of this Agreement shall have precedence and s~all control over the conflicting or inconsistent provisions; and the provisions of the Project Approvals shall have precedence and shall control over the Applicable Rules. (v) Recordation. Whenever recordation is required or may be required by either party, City shall be responsible for recordation. If City fails to record a document when required, Stanford may, but is not obligated to, record the document and by doing so Stanford does not assume the duties or obligations of City established by this subsection or the Development Agreement Act nor does it waive any right it may have to compel City to properly perform its duties and obligations. The failure of City to record or to properly record this Agreement or any other document as provided herein shall not affect or limit in any way Stanford’s rights to enforce this Agreement and to rely upon it. IN WITNESS WHEREOF, this Agreement has been executed by the parties as of the day and year first above written. ATTEST:CITY OF PALO ALTO City Clerk Mayor APPROVED AS TO FORM: .City Attorney APPROVED: City Manager STANFORD By: Its: By: Its:i APPROVED AS TO CONTENT: Director of Planning and Community Environment Page 33 of 33 EXHIBIT A Real Property Legal Description 970122 EXHIBIT B ~Resoluti-on.No. Containing CEQA Findings 9701~ I~ 00~1491 EXHIBIT C Resolution No. , Amending the Land Use Element of the Palo Alto Comprehensive Plan Relating to the Streamside Open Space Land Use Category Resolution No. ~, Amending the Land Use Map of the Palo Alto Comprehensive Plan for Land of Stanford University Located Generally at I000 Sand Hill Road (Stanford West Apartment Project) Resolution No. ___, Amending the Land Use Map .of the PaloAlto Comprehensive Plan for Lands of Stanford University Located at 600 and 700 Sand Hill Road (Stanford West Senior Project) Resolution No. ~_, Amending the Land Use ~p and the Street Network Map of the Palo Alto Comprehensive Plan Relating to Roadway .and Circulation Changes in the Boundaries of the Streamside Open Space Area in the Vicinity of the Stanford Shopping Center Resolution No. ~_, Amending Various Elements of the Palo Alto Comprehensive Plan Relating to Road lmprovements in the Sand Hill Road Corridor ~70122 ~ 0031491 EXHIBIT D Ordinance No. , Amending Section 20.08.020 of the Palo Alto Municipal Code to Change the Setback Line Along a Portion of Sand Hill Road Ordinance No. ____, Amending Section 18.08.040 of the Palo Alto Municipal Code to Change the Classification ofProperty Known as 600 Sand Hill Road and I000 Sand Hill Road from PF to PC and from RM-30 to PC, Respectively (Stanford West Senior Housing) Ordinance No~ , Amending Section 18.08.040 of the Palo Alto Municipal Code to Change the Zone Classification of Property Located at 600, 700 and i000 Sand Hill Road from RM-30 to PF and from PF . to PM-30 Ordinance No. ~, Amending Section 18.43.050 of the Palo Alto Municipal Code, Relating to the Allowable Floor Area of the Stanford Shopping Center Ordinance No. ____, Amending Section 18.08.040 of the Palo Alto Municipal Code to Change the Zone Classification of Property Located at 180 E1 Camino Real from CC to CC(L) (Stanford Shopping Center) Ordinance No. ~, Conditionally Amending Section 18.08.040 of the Palo Alto Municipal Code by Prezoning as RM-40 a Portion of a New Parcel to be Created by the Realignment of Pasteur Drive and by Prezoning as PF(L) an Area of Land That Will Become Part of Pasteur Drive Ordinance No. ~, Amending Section 18.08.040 of the Palo Alto Municipal Code to Change the Zone Classification of a Portion of Pasteur Drive at Sand Hill Road from PF(L) to RM-40 9701301~ 0031491 Face Page of Approved. Tentative Map Conditions of Approval Chapter 3 of ~he Environmental Impac~ Repor~ "Projec~ Description," as amended Ci .of Palo Alto De’parOdist of Phnning and Communih.I EnvironnL~nt October 15, 1996 Inspe~on~er~’k-es Planning Mr. Curtis Feeny Executive Vice President Real Estate Stanford Management Company 2770 Sand Hill Road Menlo Park, CA 94025 Subject:Below Market Rate (’BMR) Agreement for Stanford West Apartments, Senior Condominium Project and Assisted Living Facility Dear Curtis: This letter summarizes the agreement reached between you and Planning Division staff regarding satisfaction of the proviSionsof the City of Palo Alto Below Market Rate (BMR) Program for the proposed Stanford housingprojeets on Sand Hill Road in Palo Alto. The requirements for a BMR component in a residential project are contained in Program 13 of the City of Palo Alto Housing Element. Program 13 is further supplemented for rental housing developments by the "Amended Below Market Rate Rental (BMR) Guidelines", as adopted by the City Council on September 8, 1986 ~eopy attached). e o ee e Prqieet: This Letter of Agreement (the "Agreement") relates to the proposed 628-urdt Stanford West Apartment Project ("the Apartments"), the 388- unit "for sale" Stanford West Senior Condominium ("Senior Condominiums") Project and the 62-unit Assisted Living Facility rental h6using project. The three components are combined into one Agreement as only one subdivision map application will be filed, and because all of the units provided in satisfaction of the BMR program for all three.comporients will be located in the Apartments. For purposes of this Agreement, the three components eol!eetively are defined as "the. Project." The Project is located on the .north and west sides of Sand Hill Road on Stanford-owned land near the Stanford Shopping Center and the. Stanford Medical Center. The proposed 46-room Skilled Nursing Facility qualifies as a convalescent facilit3’ under the City’s Zoning Ordinance, and as such, is a medical facility exempted from 415.329.2404 Mr. Curtis Feeny October 1:5, 1996 Page 2 the below market program requirement, as well as from the commercial housing mitigation fees levied on commercial-industrial projects under Chapter 16.4"/of the Palo Alto Municipal Code (’PAMC). It should be noted that the proposed commercial expansion of the Stanford Shopping Center is not included in this Agreement, although that project must pay commercial housing mitigation fees in accordance with PAMC Chapter 16.47. Subdivision Map Required: You intend to obtain City Council approval of a final subdivision map for the Project. The terms of this Agreement will be incorporated into the Subdivision Agreement, which must be completed and signed prior to the final subdivision map being considered by the City Council. This Agreement is based on statements in the project description submitted to the City by Stanford that the 628-unit apartment component will be developed as a rental housi.ng development and ~vill ~ have an underlying condominium map. u " _ e : This Agreement shall be in effect for 59 years from the date the first shell building permit is issued for any portion of the Project. The date of the In’st shell building permit is referred to in this Agreement as the "Start Date." Number. Type and Di~SJ~ution of BMR Uni!;~: Under this Agreement, all B!vIR units provided in satisfaction of the BMR program requirements for the Project will be located within the Apartments. The proportionate number of each unit type rented at BM’R rates shall be comparable to the.ratio of studio, 1-bedroom, 2-bedroom.and 3- bedroom units in the Apartments, except that no ;l-bedroom townhouse units required to be rented as BMR units. Based on the unit mix in the Apartments proposed by Stanford, the distribution of BMR units among the unit types shall conform to the following percentages: Per Cent of Total Required BlvIR Units , 9’:2% 25.0% 55.9% 9.9% Unit Type Studio units 1-bedroom units 2-bedroom units 3-bedroom townhome units A:\1996~.l"BMRSW.FIN Page 2 of I0 ¯Mr. Curtis Feeny October 15, 1996 Page 3 Should the mix of units in the Apartments be modified during the approval and construction process, the percentage mix of BM’R units shall be recalculated as agreed to by Stanford Management Company and the City. " : The required number of BMP,. units is to be phased in beginning with the Start Date. In addkion to the number of units requh’ed to satisfy the BMR requirement for the Apartments, additional units shall be rented at BMR rents to eligible households to satisfy the BMR requirements of the Senior Condominiums and the Assisted Living Facility. The percentage of units for each component of the.Project shall be phased as follows: ¯ h~:lme~: During the ten calendar years from the Start Date to the 10t.h anniversary, of the Start Date, 10 percent (10%) of all units available for rent shall be rented at BMR. rents, as defined h~rein, to eligible households. For the five calendar years from the 10th anniversary of the Start Date to the .15th anniversary of the Start Date, twelve and a half percer~t (12.5 %) of all units available for rent shall be rented at..BMR rents to eligible households. From the 15th anniversary of the Start Date through the remainder of the 59 year regulatory period, fifteen percent (15 %) of all units shall be rented at BMR rents to eligible households. For example; assuming the total number of Apartment units is 628, the maximum required BMR units after the 15th anniversary of the Start Date is 94 units to satisfy the BlVIR requirement for only the Apartments. ~: Addkional BMR rental units at the Apartments shall be made available to eligible households on the same phase-in schedule as given above for the Apartments; that is, during the ten calendar years from the Start Date to the 10th anniversary of the Start Date, one BMR unit shall be made available to eligible households for every tenth Senior Condominium sold. For example, assuming the total number of Senior Condominium units is 388, the nmx. imurn required additional BIVIR units in the Apartments to satisfy theBlVIR requirements for the Senior Condominiums, will be 58 afterthe frith anniversary of the Start Date. Page 3 of 10 Mr. Curtis Peeny October 15, 1996 Page 4 "v" o " " : Upon issuance of an occupancy permit for any portion of the Assisted Living Facility, 3 additional units at the Apartments shall be rented at BMR rents to eligible households in effect as of the date of issuance of the occupancy permit. On the 10th,anniversary of the Start Date, one additional un~it shall be rented to eligible households in the Apartments at BMR rents for a total of 4 additional rental BMR units. No additional requirement is included. In our discussions, we determined and agreed that the B.MR. requirement appropriate for the Assisted Living Facility should account for the facts that the residential living units are much smaller than in other comparable rental units, that more extensive common spaces and facilities will be included than are generally .associated with rental housing and additional services are provided not associated With typical BlVfR housing.. The BMR requirement was thus based on a calculation of the square footage of r~sidential space at 400 square feet per unit multiplied by the total of 62 units times the 1:5% BMR requirement or a total of 3,720 square feet. 3,720 square feet is the combined approximate area ¯ of four average units in the Apartments. ~LL~.I~: The BMR units shall be distributed throughout the Apartments and shall be comparable in all aspects to all other units including, but not limited to construction quality, floor area, appearance, finish, amenities and access to facilities. To the extent feasible, a proportionate share of the total number of required BMR units shall be located in each building and on each floor level of the buildings in the Apartments. |, ~ ’r ~: BMR Rents are total monthly charges for rental of BIVIR units whi,ch comply with this Agreement. B.~t~B.~R.~: Base rents are established as those equal to the HUD Section 8, or successor program, Fair Market Rents (FMRs) for.that unit type in effect in February 1996. Those are: Studio Units = $541 l-bedroom units = $731 2-bedroom units = $903 3-bedroom townhome units = $1,238 A:\1996~LTBMRSVV.FIN .Page 4 of 10 Mr. Curtis Feeny October 15, 1996 Page 5 : As of the Start Date, the Base BMR Rents shall be .adjusted by one-third of the increase in the Consumer Price Index for All Urban Consumers, Rent Residential, San Francisco-Oakland area (CPI) from the base CPI for February 1996 of 1"/1.’1, to the latest index available on the Start Date. Thereafter, on each anniversary of the Start Date, the BMR Rents for each unit type, may be adjusted by one-third of the increase in CPI using the latest index available prior to the anniversary of the Start Date. The calculation of the rent adjustment is made only once a year and is to be effective as of the Start Date anniversary. The resulting BMR rents are the maximum applicable as leases expire or new tenants move-in to the BMR units over the 12 month period following the Start Date anniversary. No cap is placed on the amount of the annual adjustment and no negative adjustments are required. Stanford shall submit new proposed rents to City for approval at least 90 days prior to the effective date. If the City floes not approve or disapprove proposed rents within :30 days of receipt by City, the proposed rents shall be considered approved. This will allow for 60.day minimum notification to tenants of rent changes.. Rents less than the maximum allowed by this Agreement may be charged¯ Rents for BMR tenants may ~ be increased more than once in any 12 month period regardless of whether the tenant is renting under a month-to-month rental agreement or an annual lease. All applicable State and local laws and ordinances affecting the operation of rental housing apply to the operati6n of the BMR units at the Project¯ Annual Lease Required: Notwithstanding any language to the contrary in Section 9.68.020(d) of the PAMC, the provisions of PAMC Chapter 9.68, including the i’equirement to offer tenants a one year lease, shall apply to all the units in the. Apartments, including the BMR units. ~: To be eligible for rental of a BMR unit, a household must have. a - ’ " certified gross household income below 80 per cent of the then current HUD median income for Santa Clara County, adjusted for family size. Priority for OccupancY: Current City of Palo Alto Council adopted BMR Guidelines provide an occupancy preference for persons who live or work within the City limits of Palo-Alto when. they apply .for BMR occupancy. We have agreed to a modification of this preference for the purposes of this Agreement because of the unique contribution of employer-developed housing and the common objective of encouraging occupancy in the Apartments by persons working on Starfford lands in order to reduce auto trips generated by the Project." Priorities for initial occupancy, in order of preference, for all BMR units will be: A:\199b~LTBMRSW.FIN Page 5 of 10 Mr. Curds 1~eeny October 15, 1996 Page 6 ~: Eligible households of which at least one adult member is employed by Stanford University for a minimum of 30 hours per week .at or above minimum wage. 2~L..,P.r.~!]~: Eligible households of which at least one adult member is employed for a minimum of B0 hours per week at or above minimum wage on lands owned by Stanford, including but not limited to Stanford Medical Center, Children’s Hospital, Stanford Shopping Center, Stanford Linear Accelerator and the Stanford Research Park. ~r.~L..P_~]~: Eligible households of which at least one adult member lives or is employed within the City ..limits of Palo Alto or Menlo Park. 4th Priori_v,,.: All other eligible households ~vho do not meet the criteria for priorities one, two or three. ~~e~~l: Each BM.R tenant’s household income shall be certified prior to initial occupancy and recerfified on an annual basis according to the procedures of the HUD Section 8 or successor program. ]3MR t~nants whose incomes upon recertification exceed the then-current median incomes (100 percent) for Santa Clara County, adjusted for family size, will no longer qualify for BIVIR rent. At that time the following provisions shall apply to each tenant who has failed to qualify for BlVfR rent. Unless an exception is granted as provided below, within a reasonable time after- receiving notice that a tenant has failed, at recerfification, to qualify for Blv~ rent, Stanford must give each such tenant (a) written notice advising the t~nant of the resul.ts of the recertification and that the BMR tenancy will te .rfpinate on . the first of the month following the expiration of sixty days from the mailing of the notice to.the tenant’s address at the Apartments; and, (b)a written offer to enter into a market rate rental agreement of the unit occupied by th~ t~nant. A "market rate rental agreement " is an agreement not subject to control under the ¯ t~rms of this Agreement and containing ~rms and provisions, including rent, as are offered to public generally by Stanford at the time the offer is made. Stanford shall not discriminate against the tenant because of the tenant’s former status as a~BMR tenant or for any other reason prohibited by law. If the former BIVfR tenant chooses to vacate the u~t after receiving the notice, and afler a reasonable time for cleaning and/or renovation and marketing, A:\1996~LTBMRSW.FIN Page 6 of 10 Mr. Curtis Feeny October 15, 1996 P~e 7 Stanford must rent the unit or, at Stanford’s discretion, a unit of comparable type (e.g., studio, 1-bedroom, ect.) To a qualified BMR tenant in accordance with this Agreement. If the former BMR tenant chooses to enter into a market rate rental agreement, then no later than three months after commencement of the new tenancy, Stanford must designate the first available unit of comparable type and rent it to a qualified BMR tenant in accordance with this Agreement; provided however, if the former BMR tenant does not perform the tenant’s obligations, under the terms of the rental agreement, Stanford may file an unlawful detainer proceeding and if it does, its obligation to rent another unit shall be postponed until it recovers possession of the former BMR unit plus a reasonable time to clean and[or renovate and market the unit. Exceptions to the provision of this Agreement requiring termination of the BMR tenancy upon failure to qualify at recertification may be granted at the discretion of the Director of Planning and Community Environment upon application by Stanford and a showing of extraordinary., circumstances . If an exception is granted, the tenant may continue in possession for a term determined by the Director of Planning and Community Environment at BMR rent and the unit will continue to qualify as a BMR unitfor all purposes. A~ll~lL]]~c.lz0~: Stanford shall prepare and submit to the City an annual report on the status of the BMR u~ts and compliance with the requirements of the BMR. program and thisAgreement. While Stanford may delegate the responsibility for managing the BMR units to a third party, Stanford, as the property owner, shall be responsible for compliance with this Agreement. ~i Prior to occupancy of any unit in the Project, Stanford shall prepare and obtain City approval of "Stanford West BMR Procedures and Guidelines" that shall describe the administration, monitoring and reporting for the BMR units at the Project. The "Stanford West BMR ProceAures and Guidelines" shall reflect the terms of this Agreement and City policies as contained in the most recently adopted. =Below Market Rate Program Rental Guidelines." The "Stanford West BlvIR Procedures and Guidelines" shall not be inconsistent with this Agreement. The "Stanford West BMR Procedures and Guidelines" shall describe in more detail procedures for the selection of t~nants, the rental of BlVIR units, and the implementation Of the BMR rental program. At a minimum Stanford shall be A:\tB96~LTBMRSW.FIN Page ? of 10 Mr. Curtis Feeny October 15, 1996- Page 8 responsible for the following activities, which shall be addressed in the "Stanford West BMR Procedures and Guidelines:" e Periodic outreach and information to eligible households by priority for occupancy, as required; e Provision of information to interested BMR applicants; o Maintenance of waiting list for BMR units by priority; e ..Verification of eligibility for occupancy of BMR units, including verification of income, employment, location of job site, household composition, etc. and annual re-certification of each BMR household’s eligibilit);; e Determination of BMR rents and rental of BMR u.nits at rents which comply with this Agreement; ~ Selection-of BMR tenantS from qualified applicants; ~ Training of persormel, both on-site contract staff and Stanford staff in BMR rules, administration and procedures; ¯ Inclusion, and enforcement of BMR provisions in the tenant’s rental agreements and leases in order to maintain ongoing compliance with this Agreement; o Inclusion of a rent transition agreement in BMR lease; ¯ Providing’ the correct number, location and unit type of required BMR units; ¯ Periodic reporting to City regarding compliance with this Agreement; ¯ Maintenance of records to adequately demonstrate compliance with this Agreement; ® Cooperation with the City, and its designees, in the periodic monitoring, review and auditing of records, reports and other information to confirm compliance with this Agreement; ~ Termination of ineligible BMR tenants from the program and provision of the next similar sized, vacant unit in the Project at BMR rents to eligible hoUseholds; and ~ Implementation of a periodic administration I monitori~ fee to pay the cost of City review of tenant eligibility prior to occupancy, if required by audit as discussed below under remedies. " e: The city reserves the fight to monitor and audit the ¯ implementation of the BMR rental program at any time. If non-.compliance is evident, Stanford shall be given in writing an appropriate period of time to remedy any areas of non-compliance. If compliance or evidence indicating appropriate action toward compliance cannot be obtained within six months to the satisfaction of the City, City Mr. Curtis l=eeny October 15, 1996 Page 9 reserves the right to perform, review or monitor any of the activities fiecessary to implement this Agreement with Stanford to pay the actual cost for City’s time and overhead pltis a 50% penalty for as long as City must assume responsibility. City may contract with a third party for these tasks. ,~a/:Illti.W~: Should the number of units or the mix of unit types be modified in any portion of the Project during the approval and eomtruetion process, new calculations, based on the methodology in this Agreement, shall be prepared and enforced subject to review and approval by City. This Agreement has assumed that all three components of the Project will be built, that the Apartments will not have a condominium map and that the Senior Condominiums will be sold. Should the Senior Condominiums not be constructed, the BMR requirement for the remaining two portions of the Project shall remain as in this Agreement. Should the Assisted Living Facility not be co~trueted, the BMR requirement for the remaining two portions of the Project shall remain as in this Agreement. Any other change not anticipated by this Agreement shall require a renegotiation of the BMR requirements consistent with the City BMP, program at that time. ." Please sign this Agreement where shown below and return to me, indicating that have reached agreement regarding your BMR contribution. Thank you for your cooperation during the discussions of the BMR program compliance. Sincerely, KENNETH R. SCHR.EIBER Director of Planning .and Community Environment Attachment: City of Palo Alto BMR P~ntal Guidelines CC:Marlene Prendergast, Palo Alto Housing Corporation Affordable Housing Action June Fleming, City Manager Sue Case,Senior Assistant City Attorney Jim Gilliland, Assistant Planning Official ~Lori Topley, Senior Planner Cathy Siegel, Housing Coordinator A:\1996~LTBMRSW.FIN Page 9 of 10 Mr. Curtis Feeny October 15, 1996 Page I0 I agree to provide a Below Market rate component to the Stanford West Aparunents, S~anford West Senior Condominiums and Assisted Living Facility as described in rids Letter of Agreement dated October 15, 1996. Curtis Feeny Executive Vice President Real Estate Stanford Management Company Date A:\1996~LTBMRSW.FIN Page.10 of I0 CITY OF PALO ALTO BELOV,’ MARKET I:~ATE (BMR) RENTAL GUIDELinES As Amended and Adopted by City Council on September8,’ 1986 BACKGROLrN~ Program 12 of th~ 1985-2000 Housing Element of the Palo Alto Comprehensive Plan establishes the Below Market Rate (BMR) Program. The Program requires that, in housi.~g developments of ten or more units, not less than 10 percent of the units should be provided at rates affordable to low and moderate income households. This requirement applies to ownership and rental housing. Until 1985, all housing projects providing BMR uni~ ha4e been ownership developments, for which the City has established policies and procedures. In order to respond to the development of rental units, the BMR Rental Guidelines were developed by a committee of the Palo Alto Housing Corporation and City staff, and adopted by the City Council on August 12, 1985. Amendments were made by the City Council on September 8, 1986. I. INCOME AND RENT STANDARDS (Refer to attached Table I) Inc~e~,ilniIs upon ~: Only households having gross income below 80 percent of the then-current HUD median income for Santa Clara County, adjusted for family size, are eligible to occupy BMR rental units, either upon initial rent-up or upon filling any subsequent vacancy. ~: BMR units may be rented for monthly amounts not exceeding those allowed under the then-current HUD.Section 8 Existing Housing Fair Market Rents (FMRs) or successor program, subject to the tenm of any lease under paragraph ll.B. As of l~eb.ruary 21, 1996, the FMRs in Palo Alto are as follows: Studio $641 1 Bedroom $ 731 2 Bedroom $ 903 3 Bedroom $1,2B8 4 Bedroom $1,391 The rent that may be charged to households holding a Section 8 Certificate or Voucher under paragraph II.2, shall be as established by the Housing Authority of theCounty of Santa Clara, and may differ from the then-current FMRs. ~: BMR rents for occupied units shall be adjusted., as of any annual.anniversary date of the lease by application of the appropriate Section annual adjustment factor most recently published by HUD. II.TENANT SELECTION AND CERTIFICATION PROCEDURES following: 1 bedroom: 2 bedroom: 3 bedroom: 4 bedroom: Occupancy of BMR rental units shall be limited to the 1 - 2 persons 2 - 4 persons 3 - 6 persons 4 - 8 persons c" : Pri6rity for occupancy of all BMR rental units shall be given to those eligible households, a member of which either lives or works in the City of Palo Alto. During the ~ following the date the City and the Palo Alto Housing Corporation (PAHC) receive notification from the owner (or owner’s agent) of an impending availability or vacancy in a BMP, rental unit, priority for occupancy of that unit shall be given to eligible households holding a Section 8 Certificate or Voucher issued by the Housing Authority of the County of Santa Clara, or other similar rental assistance document. The rental-assisted family selected shall be allowed up to 15 days to move into the unit after it is ready for occupancy. If no qualified rental-assisted family is available to occupy the vacated unit, the .owner shall be free to rent the BMR unit to any other eligible BMR tenant. The qualifications of BIVIR rental tenants will be independently verified by the City or its designee (Santa Clara County Housing Authority of Palo Air0 Housing Corporation). One,Year Lease Offer.: Each BMR temnt sl~all be offered the opportunhy to enter into a lease .which has a minimum term of one year, consistent with Section 9.68.030 of the Palo Alto Municipal. Code, even if the rental units are in a condominium project. Such offer must be made in writing. If Se tenant rejects the offer, such rejection must also be in writing. A lease may be renewed upon th~ mutual agreement of both parties. ~ncorne Re-Certification: Each BMR tenant’s household income shall be re- certified on an annual basis.according to the procedures of Section 8 or successor. program. The City of Palo Alto or its designee will independently verify such income. BMP~ tenants whose incomes rise.to levels above the then-current HUD median. incomes (100 percen0 for Santa Clara County, adjusted for family size, Will no longer qualify for BMR rent (refer to Table I). The owner must then give such tenant 30-days written notification to that effect, advising said tenant that the rent thereafter will be at market rate as determined by the owner, but not to exceed the rates for comparable market-rate units in the complex. The owner must then provide to the BMR program a substitute unit of comparable quality as soon as one becomes available, and rent it to a ¯ qualified BMR tenant in accordance with these guidelines. ~ III.SIZE AND LOCATION OF BMR I~ENTAL UNITS BMR rental units shall generally be of the same size (number of bedrooms and square. footage) as the market-rate units. The BMR units should be distributed tahroughout the rental complex, and. should be indistinct.fishable from the exterior. BMR units shall contain standard appliances common to new rental units, but need not have luxury accessories. ’ IN LIEU PAYMENT OF BMR RENTAL UNITS The main objective of the ]3MR Program is to create a permanent stock of affordable housing units, but in .special eases it is recognized that it may not be possible or practical to provide units at the site or elsewhere. In lieu of providing units on site, one of the following alternatives, listed in priority order, may be used, provided that approval of such alternative by the Director of Planning and Community Environment must occur at the time of initial project approval or be the subjedt of a subsequent action by the City Council: ~: The developer may provide an equal number of ownership or rental units elsewhere in the City. These units may be new or existing, and are subject to the same conditions of price and rental rate as on- site BMR units. Such units must be approved by the City; based on considerations such as size, location, amenities and condition. " _ . : The developer may, upon approval by the Director of Planning and Community Environment, .pay to the City, prior to the issuance of an occupancy certificate, a lump-sum, cash amount calculated at 5 percent of the market value of the completed project. The market value shall be based on an appropriate appraisal by an appraiser agreed upon by the City and the developer and paid for by the developer. If a condominium map has been placed on the project, the-basis for such appraisal(s) shall be as eondomirdum ownership units rather than as rentals. V. PROCEDURES WHEN BMR RENTAL UNITS APU£ SOLD AS CONDOMINIUMS ¯ e " " : Projects with condominium subdivision maps that will rent BMR units for an indefinite period (which, in the case of housing units financed with mortgage revenue bonds, shall be at least as long as required by the terms of the bond agreements) shall have basic sales prices established at the outset for such BMR units, in accordance with the BMR Ownership Program. Such initial sales values shall be increased by an amount equal to one-third of an)’ increase of the Consumer Price Index; all Urban Consumers for the San FranciscolOaldand area during the period between the month of issuance of the Occupancy Permit for the BMR units and the month of notification of intent to sell the units, with further adjustments for improvements and deterioration per the BMR Ownership Program. ~: When units are sold as BMR condominiums, buyers shall be selected in accordance with the "BMR Waiting List" maintained by the Palo Alto .Housing Corporation. At the time the landlord notifies the City of intent to sell, the landlord shall also notify BMR tenants in such units of the pending sale and non-renewal of lease¯ .. vet" d --u : Rental projects with no condominium subdivisionmap must comply with the Condominium Conversion Ordinance. VI. TIME LIMIT FOR BMR UNITS All BMR rental units must remain under the’BMR restrictions for a period of 59 years. If the BMR rental units are sold as BMR condominiums, they shall be subject to the City’s deed restrictions. TABLE 1 BMR RENT GUIDELINES: Income & Rents February, 1996 CA) Unit Size Studio 1-Bedroom 2-Bedroom 3-Bedroom 4-Bedroom Number of " Occupants (O Fair Market Rents (FMRs) (D) gO% of Median Income (E) HUD 1.9.96 Median ¯ ":’ Income "" 1 1 2 2 3 4 3 4 5 6 4 5 6 7 g 641 731 903 1,238 37,750 37,750 43,150 43,150 48,550 53,900 48,550 53,900 5z,250 62,550 53,900 ~ 58,250 62,550 66,850 71,150 47,200 47,200 53,900 53,900 60,650 " 67,400 60,650 67,400 72,800 ¯ 78,200 67,400 72,800 78,200 83,600 88,950 (C) Fair Market Rents (FMR’s) established by HUD February 21, 1996 (D)Calculations are basetl on 80% of the 1996 Median Income for Santa Clara County of $67,400 issued by HUD on12/14/95. p:\d~amale\vic~\hous£ng\b,mz~ju~de EXHIBIT H- 1 Apartment Rental Management Plan EXHIBIT I ¯ 3. Project Description A number of local storm drain improvements would be necessary to serve the proposed projects (see Figure 3-9). The improvements are site specific, each tying into the storm drain interceptor under Sand Hill Road. This facility was designed and constructed in the late 1980’s based on plans that included full development of the. proposed projects sites. More detailed maps of storm drainage improvements proposed at the Stanford West Apartments and Stanford West Senior Housing .projects are depicted in Figures 3-23 and 3-24 of the EIR. Stanford University has a water system that is separate from that of the City of Pale Alto. Two wells that are on the Stanford West Apartments site are tied into this system. Development of the Apartments project would require changes, to the location of water lines carrying water from these water wells (see Figure 3-I0). An array of changes would be made to the electrical infrastructure in the study area. New ducts would be placed under Sand Hill Road, Pasteur Drive, Quarry Road, and through the ShoplSing Center parking lot (see Figure 3-I I). An existing overhead line on the Stanford West housing sites would be removed and an overhead line. crossing El Camino Real at Quarry Road would .be relocated and remain as an overhead line. New connections tothe existing electrical system would be made at Alma Street near Pale Alto Avenue, and at Pasteur Drive near Welch Road. Improvements to the natural gas system that serves the study area would include a new line under Sand Hill Road that would connect to existing lines at Pale Alto Avenue and Bryant Avenue, at Pasteur Drive and Welch Road, at Sand Hill Road and Arboretum Road, and at a main that serves the Oak Creek Apartments (see Figure 3-12). Phasing The proposed projects would be built in three major phases, as is described in Table 3-1 and Figures 3-13 through 3-16. The phases overlap somewhat with a total coustmction period of approximately 32 months following approval of the projects and all necessary permits.. During Phase i modifications to the Stanford University Golf Course would be initiated in anticipation of later realignmeat of Sand Hill Road. Further to the east, construction would be started on the Stanford West Apartments with the ea~e,m three blocks being completed during Phase I. At this same time, the central four buildings of the Stanford West Senior Housing (Buildings 2, 3, 4, and 5) would be built. ¯ As a part of Phase I, a new gas line would be constructed along Sand Hi[IRoad from Oak Creek Apartments to Pale Alto Avenue and Bryant Street. Also, new electric and water lines would be constructed along Sand Hill Road from the realigned Pasteur Drive to El Camino Real. The new Sand Hill Road water line would be in place prior to construction of any woodframe on the Stanford West Housing Project sites. These three main utility lines would be constructed as part ofPhase I in order to avoid trenching in the .new Sand Hill Road to be constructed in Phases 2 and 3. A new sewer line would be constructed along A~boreturn Road from Quarry Road to Sand Hill Road. This sewer line would serve the Stanford West Senior Housing ,site. At the Stanford West Apartments site new gas, electric, water, sewer, telephone, and storm drain facilities would be constructed and connected to the main utility lines in Sand Hill Road. On the south side of the Stanford Shopping Center, Quarry Road would be widened from Vineyard Lane to El Camino Real. Adjacent Shopping Center 950661fdeir~projdesc ¯ 3-16 | | parking lots fronting on Quarry Road would be reconfigured at this time. Finally, Palo R.oad would be extended and improved (see Figure 3-13). Phase I would take place during the first five and one-half months after approval of the projects and receipt of required permits. ~’ During Phase II, modifications to the Stanford Golf Course would continue. Additional development at the Stanford West Apartments would continue with the two center blocks (located between Side Street "A" and Side Street "B"). Buildings I and 6 of the Senior Housing project would be completed. At the Stanford Shopping Center, all remaining surface parking lots would be reconfigured, and improvements would be made to El Camino Real (not including removal of the jug-handle), Arboretum Road, and Vineyard’Lane. Sand Hill Road would be extended from El Camino Real to the first entrance to the Stanford Shopping Center, a distance of about 400 feet (see Figure 3-14). New gas, electric, and sewer lines would be constructed along Main Street in the Stanford West Apartments site. Phase II would take eight months. During Phase Ill, Sand Hill Road would be widened from Arboretum to Santa Cruz Avenue, including the construction of the frontage road/cul-de,sac bstween Santa Cruz Avenue and Oak Avenue in Menlo Park and the San Francisqulto Creek Bridge widening. It should be noted that approval of the City of Menlo Park would be required to construct the project as proposed from San Francisquito Creek to Santa Cruz Avenue. Stockfarm Road would be extended and Pasteur Drive would be realigned. The remaining blocks of the Stanford West Apartments project would be constructed, and the Health Care Center containing the assisted living facility and skilled nursing facili~ would be constructed to complete the Stanford West Senior Housing project. The Sand Hill Road Extension would be completed from the initial extension to Arboretum Road. The jug-handle main entrance to the Stanford Shopping C~nter from El Camino Real would be removed. Finally, all of the proposed retail space and parking structures would be constructed during this phase (see Figure 3-15). Phase Ill would take ninet¢~ months. Stanford West Apartments Project Location The Stanford West Apartments site is located on approximately 47.8 acres on Sand HiLl Road, near the intersection of Pasteur Drive. The site.is bounded by Sand Hill Road on the south, the ¯ proposed Stanford West Senior Housing (former Children’s Hospital at Stanford) site and the Children’s Health Council (currently under reconsm~ction) on the east, San Francisqulto Creek and residential uses in Menlo Park on the north, .and the Oak Creek Apartments on the west (see Figure 3-3). Project Applicant Objectives The primary objectives for the Stanford West Apartments, as stated by the applicant are as follows: Increase the area supply of market rate and below market rate housing; 95066\fdeir~projdes¢3-30 EXHIBIT J ORDINANCE NO. ORDINANCE OF THE COUNCIL OF THE CITY OF PALO ALTO APPROVING A DEVELOPMENT AGREEMENT BETWEEN THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR. UNIVERSITY AND THE CITY OF PAL0 ALTO WHEREAS, A development agreement has been requested of the ’City for the approval of development of certain real property collectively known as Stanford Sand Hill Road Corridor Projects, and more particularly described in the subject Development Agreement; and WHEREAS, the City Council finds and determines that notice of intention to consider the development agreement has been given pursuant to Government Code section 65867; and WHEREAS, the.City Council has conducted a.public hearing on the Development Agreement, amendments to the Palo Alto Comprehen- sive Plan and Zoning Ordinance, a Tentative Map, and various related land use approvals; and WHEREAS, the City Council has reviewed, considered, and approved the environmental information contained in an environmental impact report for the project, and WHEREAS, the City Council finds and determines that the development agreement is consistent with the Comprehensive Plan of the.City of Palo Alto, as amended. The City Council has specifi- cally considered the regional welfare and the impacts of the development agreement and specific plan upon the regional welfare .... The City Council finds and determines that the benefits of the project set forth in the development agreementi specific plan, and statement of overriding considerations establish the reasonable relationship of the project to the regional welfare; NOW, THEREFORE, the Council of the City of Palo Alto does ORDAIN as follows: SECTION_! The City Council hereby approves the Develop- ment Agreement between the Board of Trustees of the Leland Stanford Junior University and the City of Palo Alto, a copy of which is attached hereto as Exhibit "A", and authorizes the Mayor to execute the agreement on behalf of the City. SECTION 2. The City. Clerk is directed to cause a copy of the development agreement to be recorded with the County Recorder not later than ten (I0) days after it becomes effective. 970102 ape 0051672 " SECTION 3. This ordinance shall be effective upon thirty-first (31st) day after its passage and adoption. INTRODUCED: PASSED: AYES: NOES: ABSTENTIONS: ABSENT: ATTEST:APPROVED: City Clerk Mayor APPROVED AS TO FORM:CityManager City Attorney Director of Planning and Community Environment the 970102 npo 0051672