HomeMy WebLinkAbout30A - DEED - CAMBODIAN FAMILY PROPERTY REFINANCEREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
JANUARY 7, 2013
TITLE:
CAMBODIAN FAMILY PROPERTY LOAN
REFINANCING
CITY MANAGER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
? As Recommended
? As Amended
? Ordinance on 1St Reading
? Ordinance on 2"d Reading
? Implementing Resolution
? Set Public Hearing For_
CONTINUED TO
FILE NUMBER
Direct Counsel to review and authorize the City Manager to sign an Assignment of Deed of Trust,
a Subordination of Deed of Trust, and a Substitution of Beneficiary for action taken by Cambodian
Family, a California non-profit organization, to refinance its building loan that was funded through
the Federal Empowerment Zone grant.
DISCUSSION
On May 18, 1999, the City of Santa Ana signed a Memorandum of Agreement with the
Department of Housing and Urban development (HUD) by which the City received the designation
of a Round II Empowerment Zone effective January 1, 1999 through December 31, 2009.
The Santa Ana Empowerment Corporation (SAEC) was created by Resolution No. 1999-043 and
adopted by the City Council on July 19, 1999, to undertake the implementation of the Santa Ana
Empowerment Zone program. The SAEC was subsequently incorporated under as a 501(c)(3)
non-profit organization. During its ten year designation, the SAEC dutifully carried out the
implementation of the Empowerment Zone Strategic Plan.
As one of its final grant awards, the SAEC awarded $1,730,939 to Cambodian Family for the
purchase of a building located at 1626 E. 4t" Street. This award was in response to a Request for
Proposal process and allowed Cambodian Family to purchase the building and relocate to a more
visible and accessible location while continuing to serve the community and enhance services in
the eastern portion of the City. The Loan Agreement ("Agreement") was structured as a forgivable
loan with the condition that Cambodian Family continues operating programs from the new facility
for the next five years. Each year 20 percent of the total debt owed to the SAEC would be
reduced. The organization has been in compliance with the terms of the Agreement and annually
submits a summary of their activities and services to the City. There are 20 months remaining on
the term of the Agreement.
30A-1
Cambodian Family Refinance
January 7, 2013
Page 2
The Empowerment Zone designation ended September 30, 2010. The SAEC adopted a
resolution to dissolve the corporation and City Council authorized the City Manager to proceed
with formal dissolution through the California Secretary of State, with the City assuming
responsibility for any agreements or obligations still in place.
Recently, Cambodian Family gave 30-day notice of their intent to refinance the existing first trust
deed loan to take advantage of the historically low interest rates. They have opened escrow and
are working with Union Bank to refinance from a 6.5 to a 4.25% 10-year fixed, 25-year
amortization. The refinancing necessitates the City to sign an Assignment of Deed of Trust, a
Subordination of Deed of Trust, and a Substitution of Beneficiary removing the SAEC from these
documents and inserting the City's name in its place. The City's position in chain of title will not
change. No cash will be taken from equity and Cambodian Family intends to pay the fees
associated with the refinance separate from the loan itself.
FISCAL IMPACT
There is no fiscal impact associated with this action.
Nancy T. E ards
Interim Exe tive Director
Community Development Agency
NTE/LAO/DS/kg
Exhibit: 1. Assignment of Deed
2. Subordination Deed of Trust
3. Substitution of Beneficiary
30A-2
RECORDING REQUESTED BY:
PACIFIC COAST TITLE COMPANY
Escrow No,,, 54003798-DD
Title No.: 97510365
AND WHEN RECORDED MAIL TO:
APN; 3913-911-23
THIS LINE FOR RECORDER'S USE
ASSIGNMENT OF DEED OF TRUST
FOR VALUE RECEIVED, the undersigned hereby grants, assigns and transfers to
all beneficial Interest under that certain Deed of Trust dated August 20, 2009
executed by The Cambodian Family, a California non-profit Public Benefit Corporation
Trustor, to The First American Title Insurance Company
Trustee,
and recorded as Instrument No.200900449118, on August 20, 2009 , In Book `, Page of Official
Records in the County Recorder's office of Orange County, Callfornia, describing land therein as;
TOGETHER with the note or notes therein described or referred to, the money due and to become due thereon with
Interest, and all rights accrued or to accrue under said Deed of Trust,
Dated: December 7, 2012
Paul Waiters, City Manager
EXHIBIT 9
ASSTGNDT
30A-3
STATE OF CALIFORNIA
COUNTY OF ORANGE }SS:
On
before me, (This area for offlclal notarial seal)
a Notary Public, personally appeared
who proved to me on the basis of satisfactory
evidence to be the person(s)whose name(s) Is/are
subscribed to the within Instrument and
acknowledged to me that he/she/they executed the
same in his/her/their authorized capacity(les) and that
by his/her/their signature(s)on the Instrument the
person(s), or the entity upon behalf of which the
person(s) acted, executed the Instrument.
I certify under PENALTY OF PERJURY under the laws
of the State of California that the foregoing paragraph
Is true and correct.
WITNESS my hand and official seal,
Signature
30A-4
30A-5
RECORDING REQUESTED BY:
UNION BANK, N.A.
AND WHEN RECORDED MAIL TO:
UNION BANK, N.A.
Attn: Collateral Management
Commercial Real Estate Loan Admin. (V01-492)
P. O. Box 30115
Los Angeles, CA 90030-0115
Space Above This Line For Recorder's Use
SUBORDINATION OF DEED OF TRUST
(To Deed of Trust)
NOTICE: THIS SUBORDINATION AGREEMENT RESULTS IN YOUR SECURITY INTEREST IN THE
PROPERTY BECOMING SUBJECT TO AND OF LOWER PRIORITY THAN THE LIEN OF SOME
OTHER OR LATER SECURITY INSTRUMENT.
THIS SUBORDINATION OF DEED OF TRUST ("Subordination Agreement") is made this 4th
day of December. 2012 by The Cambodian Family a California non-profit public benefit
corporation, owner of the land hereinafter described ("Owner") and The City of Santa Ana
present owner and holder of the deed of trust and note first hereinafter described ("Beneficiary").
RECITALS
A. The Cambodian Family a California non-profit public benefit corporation has executed,
or is about to execute, a deed of trust dated August 20, 2009, to First American Title Insurance
Company as trustee, covering that certain real property legally described in Exhibit "A" attached
hereto (the "Property"), to secure a debt instrument in the sum of One Million Seven Hundred
Thirty Thousand Nine Hundred Thirty Nine and 001100ths Dollars ($ 1,730,939.00 ) dated
August 20, 2009 , in favor of The City of Santa Ana ("Beneficiary's Deed of Trust"), which
deed of trust was recorded on August 20. 2009 as Instrument/Serial No. 2009000449118
in Book/Reel N/A, Page/Image(s) N/A of Official Records, in the County of Orange , State
of California ; and
B. Owner has executed, or is about to execute, a deed of trust dated December 4. 2012 to
UnionBanCal Mortgacie Corporation as trustee, covering said land and securing an
indebtedness (the "Loan") in the amount of One Million One Hundred Fifty Thousand and
00/100ths Dollars ($ 1,150,000.00 ) evidenced by a debt instrument ("Lender's Note") in favor
of Union Bank N.A. ("Lender"), payable with interest and upon the terms and conditions
described therein, which deed of trust ("Lender's Deed of Trust") is to be recorded concurrently
herewith, and provides, among other things, that it shall also secure additional advances and loans
thereafter made upon the terms and conditions therein set forth; and
EXHIBIT 2
JUtSKLUU 1 .UA (06/09) Page 1 46866-12-UB19986
30A-6
C. It is a condition precedent to obtaining the Loan from Lender that Lender's Deed of Trust, as
amended from time to time, shall unconditionally be and remain at all times a lien or charge upon the
Property prior and superior to the lien or charge of Beneficiary's Deed of Trust; and
D. It is to the mutual benefit of the parties hereto that Lender make the Loan to Owner and
Beneficiary is willing that Lender's Deed of Trust, as amended from time to time, shall constitute a
lien or charge upon the Property which is unconditionally prior and superior to the lien or charge of
Beneficiary's Deed of Trust.
AGREEMENT
1. In consideration of the mutual benefits accruing to the parties hereto and other valuable
consideration, the receipt and sufficiency of which consideration is hereby acknowledged, and in
order to induce Lender to make the Loan, it is hereby declared, understood and agreed as follows:
1.1 That Lender would not make the Loan without this Subordination Agreement.
1.2 That Lender's Deed of Trust, as amended from time to time, securing Lender's Note and any
amendments, renewals or extensions thereof, shall unconditionally be and remain at all times a lien
or charge on the Property prior and superior to the lien or charge of Beneficiary's Deed of Trust.
1.3 That this Subordination Agreement shall be the whole and only agreement with regard to the
subordination of the lien or charge of Beneficiary's Deed of Trust to the lien or charge of Lender's
Deed of Trust, as amended from time to time, and shall supersede and cancel, but only insofar as
would affect the priority between the deeds of trust hereinbefore specifically described, any prior
agreements as to such subordination including, but not limited to, those provisions, if any, contained
in Beneficiary's Deed of Trust which provide for the subordination of the lien or charge thereof to a
deed or deeds of trust or to a mortgage or mortgages.
2. Beneficiary declares, agrees and acknowledges
that:
2.1 Beneficiary consents to and approves (a) all provisions of Lender's Note and Lender's Deed
of Trust, and (b) all agreements including, but not limited to, any loan or escrow agreements
between Owner and Lender, for the disbursement of the proceeds of the Loan;
2.2 Lender, in making disbursements pursuant to any such agreement, is under no obligation or
duty to, nor has Lender represented that it will see to the application of such proceeds by the person
or persons to whom Lender disburses such proceeds and any application or use of such proceeds
for purposes other than those provided for in such agreement or agreements shall not defeat the
subordination herein made in whole or in part;
2.3 Beneficiary intentionally and unconditionally subordinates the lien or charge of Beneficiary's
Deed of Trust in favor of the lien or charge upon the Property of Lender's Deed of Trust, as
amended from time to time, and understands that in reliance upon and in consideration of this
subordination, specific loans and advances are being and will be made and, as part and parcel
thereof, specific monetary and other obligations are being and will be entered into which would not
be made or entered into but for said reliance upon this subordination; and
2.4 An endorsement has been placed upon the note secured by Beneficiary's Deed of Trust that
Beneficiary's Deed of Trust has by this instrument been subordinated to the lien or charge of
Lender's Deed of Trust, as amended from time to time.
SUBREDOT.CA (06/09) Page 2 46866-12-UB19986
30A-7
(ALL SIGNATURES MUST BE ACKNOWLEDGED)
OWNER:
The Cambodian Family,a California non-profit,
public benefit corporation
By:
Title:
BENEFICIARY:
The City of Santa Ana
By:
Name:
Title:
IT IS RECOMMENDED THAT PRIOR TO THE EXECUTION OF THIS SUBORDINATION
AGREEMENT, THE PARTIES CONSULT WITH THEIR ATTORNEYS WITH RESPECT THERETO.
JUBRUUU'1'.C'.A (06/09) Page 3 46866-12-UB19986
30A-8
Jut3xhuU1.CA (06/09) Page 4 46866-12-UB19986
30A-9
EXHIBIT 'W'
LEGAL DESCRIPTION OF PROPERTY
Assessor's Tax Parcel No(s): 398-411-23
THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE COUNTY OF ORANGE,
STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS:
PARCEL 1:
ALL OF LOT 10, EXCEPT THE WEST 37.50 FEET THEREOF AND THE WEST 43.72 FEET OF
LOT 12, BLOCK "B" OF GARDNER VILLA TRACT, AS SHOWN ON A MAP THEREOF
RECORDED IN BOOK 13, PAGE 97 OF MISCELLANEOUS RECORDS OF LOS ANGELES
COUNTY, CALIFORNIA.
PARCEL 2:
LOTS 12 AND 14 IN BLOCK "B" OF THE GARDNER VILLA TRACT, AS PER MAP THEREOF
RECORDED IN BOOK 13, PAGE 97 OF MISCELLANEOUS RECORDS OF LOS ANGELES
COUNTY, CALIFORNIA.
SUBREDOT.CA (06/09) Page 5 46866-12-UB19986
30A-10
30A-11
NOTARY ACKNOWLEDGMENT
STATE OF CALIFORNIA
COUNTY OF
On before me, Notary Public
personally appeared who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and
acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies),
and that by his/her/their signature(s) on the instrument the person(s), or the entity(ies) upon behalf
of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the forgoing
paragraph is true and correct.
WITNESS my hand and official seal.
Signature
(SEAL)
30A-12
30A-13
NOTARY ACKNOWLEDGMENT
STATE OF CALIFORNIA
COUNTY OF
On before me, Notary Public
personally appeared who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and
acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies),
and that by his/her/their signature(s) on the instrument the person(s), or the entity(ies) upon behalf
of which the person(s) acted, executed the instrument.
certify under PENALTY OF PERJURY under the laws of the State of California that the forgoing
paragraph is true and correct.
WITNESS my hand and official seal.
Signature
(SEAL)
30A-14