2024/01/19 Agreement Agreement Containing Covenants Affecting Real Property (with use and occupancy covenants) Permanent Local Housing Allocation (PLHA) First-Time Homebuyer Down Payment Assistance Program (City Program)Tl L49— 71 't-1— -
RECORDING REQUESTED BY
AND WHEN RECORDED MAI), TO:
City of Menifee
29844 Haun Road
Menifee, CA 92586
Attn: City Manager
DOC # 2024-0018624
01/19/2024 04:24 PM Fees: $0.00
Page 1 of 18
Recorded in Official Records
County of Riverside
Peter Aldana
Assessor -County Clerk -Recorder
"This document was electronically submitted
to the County of Riverside for recording—
Receipted by: KAREN #277
(Space above for Recorder's Use Only)
This document is exempt from the payment of a recording fee
pursuant to Government Code Section 27383.
AGREEMENT CONTAINING COVENANTS AFFECTING REAL PROPERTY
(WITH USE AND OCCUPANCY COVENANTS)
Permanent Local Housing Allocation (PLHA) First -Time Homebuyer
Down Payment Assistance Program (City Program)
This AGREEMENT CONTAINING COVENANTS AFFECTING REAL
PROPERTY (WITH USE AND OCCUPANCY COVENANTS) (this "Declaration") is made
as of January 11, 2024, by and between Shamika Rodriguez, a single woman-(" Owner") (together
with its permitted successors and assigns, the "Owner") and the CITY OF MENIFEE, a
California municipal corporation ("City").
RECITALS
A. Owner is purchasing a single-family residence located at 27603 Genevieve Drive,
Menifee, California, bearing Riverside County Assessor's Parcel Number (APN) 335-383-009, and
more particularly described in Exhibit A attached hereto (the "Property"). In connection with the
purchase of the Property, City has agreed to make Owner a second lien position down payment
assistance loan in the amount of One Hundred Thousand Dollars $100,000 ("City Loan").
B. Chapter 364, Statutes of 2017 (Senate Bill (SB) 2, Atkins), as authorized by Health
and Safety Code (HSC) Section 50470, established the Building Homes and Jobs Trust Fund
(Fund) and the Permanent Local Housing Allocation ("PLHA") Program, which was designed to
provide a permanent source of funding to all local governments in California to help cities and
counties implement plans to increase affordable housing stock.
C. The State of California (the "State"), Department of Housing and Community
Development ("HCD") issued a Notice of Funding Availability ("NOFA"), dated
February 26, 2020, to provide approximately $195,000,000 under the PLHA Program through its
Entitlement and Non -entitlement Local Government Formula Component from the Fund for
assistance to local governments pursuant to HSC section 50470 et seq. and SB 2 (Chapter 364,
Statutes of 2017) (the "PLHA Statutes").
D. To implement the PLHA Program, HCD adopted and issued the HCD 2019 PLHA
Final Guidelines ("Guidelines" or "PLHA Guidelines").
E. City is an eligible local government for the program to administer one or more
eligible activities within the City.
Exempt from fee per GC 27388.1(a)(2); recorded
concurrently "in connection with" a transfer subject
to the Imposition of documentary transfer tax.
T1 Wli; T1 7t_7___
-rT 1 Uv 11—[ 74-
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
City of Menifee
29844 Haun Road
Menifee, CA 92586
Attn: City Manager
(Space above for Recorder's Use Only)
This document is exempt from the payment of a recording fee
pursuant to Government Code Section 27383.
AGREEMENT CONTAINING COVENANTS AFFECTING REAL PROPERTY
(WITH USE AND OCCUPANCY COVENANTS)
Permanent Local Housing Allocation (PLHA) First -Time Homebuyer
Down Payment Assistance Program (City Program)
This AGREEMENT CONTAINING COVENANTS AFFECTING REAL
PROPERTY (WITH USE AND OCCUPANCY COVENANTS) (this "Declaration") is made
as of January 11, 2024, by and between Shamika Rodriguez, a single woman ("Owner") (together
with its permitted successors and assigns, the "Owner") and the CITY OF MENIFEE, a
California municipal corporation ("City").
RECITALS
A. Owner is purchasing a single-family residence located at 27603 Genevieve Drive,
Menifee, California, bearing Riverside County Assessor's Parcel Number (APN) 335-383-009, and
more particularly described in Exhibit A attached hereto (the "Property"). In connection with the
purchase of the Property, City has agreed to make Owner a second lien position down payment
assistance loan in the amount of One Hundred Thousand Dollars $100,000 ("City Loan").
B. Chapter 364, Statutes of 2017 (Senate Bill (SB) 2, Atkins), as authorized by Health
and Safety Code (HSC) Section 50470, established the Building Homes and Jobs Trust Fund
(Fund) and the Permanent Local Housing Allocation ("PLHA") Program, which was designed to
provide a permanent source of funding to all local governments in California to help cities and
counties implement plans to increase affordable housing stock.
C. The State of California (the "State"), Department of Housing and Community
Development ("HCD") issued a Notice of Funding Availability ("NOFA"), dated
February 26, 2020, to provide approximately $195,000,000 under the PLHA Program through its
Entitlement and Non -entitlement Local Government Formula Component from the Fund for
assistance to local governments pursuant to HSC section 50470 et seq. and SB 2 (Chapter 364,
Statutes of 2017) (the "PLHA Statutes").
D. To implement the PLHA Program, HCD adopted and issued the HCD 2019 PLHA
Final Guidelines ("Guidelines" or "PLHA Guidelines").
E. City is an eligible local government for the program to administer one or more
eligible activities within the City.
Exempt from fee per GC 27388.1(a)(2); recorded
concurrently "in connection with" a transfer subject
to the imposition of documentary transfer tax.
F. The PLHA Statutes, Guidelines, NOFA, and any Standard Agreement entered into
for the use of PLHA funds within the City, and all applicable rules and regulations imposed by
HCD on PLHA funding recipients shall collectively be referred to herein as the "PLHA
Program."
G. City has received one or more allocations of PLHA funds for use within the City in
accordance with the PLHA Program. In its application to HCD for PLHA funds, the City indicated
that the PLHA funds would be allocated toward a down payment assistance program.
H. The City has adopted a PLHA First Time Homebuyer Down Payment Assistance
Prograrn ("City Program") funded with PLHA funds. Such assistance is available to qualified
first-time home buyers who meet specific income and other requirements of the City Program.
I. City has agreed to provide the City Loan to Owner pursuant to the City Program.
In connection with the City Loan, Owner is required to deliver a number of loan documents to
City, including, but not limited to, this Declaration, an Affordable Housing Loan Agreement
("Loan Agreement"), a Promissory Note Secured by Deed of Trust ("Note"), Disclosure
Statement, a second lien position Deed of Trust, Assignment of Rents and Security Agreement
("City Deed of Trust") and supplemental escrow and title instructions of the City ("Instructions")
(collectively, and together with all other documents delivered to City in connection herewith,
the "City Loan Documents"). Capitalized terms not defined herein shall have the meaning set
forth in the Loan Agreement.
J. Owner acknowledges that without the City's provision of the City Loan, Owner
would not have been able to purchase the Property on the favorable terms included in the City
Loan Documents.
K. Owner has represented that he/she/they is/are a "First Time Homebuyer" (as
hereinafter defined) as required by the City Program and qualifies as a "Low Income Household"
(as defined below).
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing Recitals, which are incorporated
herein by this reference and made a part hereof, and for other good and valuable consideration, the
receipt and sufficiency of which are hereby acknowledged, the parties hereto agree, and covenant
as follows:
ARTICLE I
NONDISCRIMINATION
Section 1. Nondiscrimination. Notwithstanding that Owner is prohibited from making
any lease or other "Transfer" (as defined herein) of the Property during the "Affordability Period"
(as defined herein), except for a "Permitted Transfer" (as defined herein), Owner covenants by and
for itself and any successors in interest that there shall be no discrimination against or segregation
of, any person or group of persons on account of any basis listed in subdivision (a) or (d) of Section
12955 of the Government Code, as those bases are defined in Sections 12926, 12926.1, subdivision
(m) and paragraph (1) of subdivision (p) of Section 12955, and Section 12955.2 of the Government
Code, in the sale, lease, sublease, transfer, use, occupancy, tenure, or enjoyment of the Property,
Rodriguez Menifee Covenants
or any part of it, nor shal'1 the Owner or any person claiming under or through it, establish or permit
any practice or practices of discrimination or segregation with reference to the selection, location,
number, use or occupancy of tenants, lessees, subtenants, sublessees, or vendees in the Property,
including the Property or any portion thereof. The foregoing covenants shall run with the land.
Section 2. Nondiscrimination Clauses. Owner shall refrain from restricting the sale of
the Property, on account of any basis listed in subdivision (a) or (d) of Section 12955 of the
Government Code, as those bases are defined in Sections 12926, 12926.1, subdivision (m) and
paragraph (1) of subdivision (p) of Section 12955, and Section 12955.2 of the Government Code.
All such deeds, leases, contracts, or subcontracts shall contain or be subject to substantially the
following nondiscrimination and nonsegregation clauses:
a. In deeds: "In deeds: "The grantee herein covenants by and for himself or herself,
his or her heirs, executors, administrators, and assigns, and all persons claiming under or through
them, that there shall be no discrimination against or segregation of, any person or group of persons
on account of any basis listed in subdivision (a) or (d) of Section 12955 of the Government Code,
as those bases are defined in Sections 12926, 12926.1, subdivision (m) and paragraph (1) of
subdivision (p) of Section 12955, and Section 12955.2 of the Government Code, in the sale, lease,
sublease, transfer, use, occupancy, tenure, or enjoyment of the premises herein conveyed, nor shall
the grantee or any person claiming under or through him or her, establish or permit any practice or
practices of discrimination or segregation with reference to the selection, location, number, use or
occupancy of tenants, lessees, subtenants, sublessees, or vendees in the premises herein conveyed.
The foregoing covenants shall run with the land."
b. In leases: "The lessee herein covenants by and for himself or herself, his or her
heirs, executors, administrators and assigns, and all persons claiming under or through hiin or her,
and this lease is made and accepted upon and subject to the following conditions: That there shall
be no discrimination against or segregation of any person or group of persons, on account of any
basis listed in subdivision (a) or (d) of Section 12955 of the Government Code, as those bases are
defined in Sections 12926, 12926.1, subdivision (m) and paragraph (1) of subdivision (p) of
Section 12955, and Section 12955.2 of the Government Code, in the leasing, subleasing,
transferring, use, occupancy, tenure, or enjoyment of the premises herein leased nor shall the lessee
himself or herself, or any person claiming under or through him or her, establish or permit any
such practice or practices of discrimination or segregation with reference to the selection, location,
number, use, or occupancy, of tenants, lessees, sublessees, subtenants, or vendees in the premises
herein leased."
C. In contracts: "There shall be no discrimination against or segregation of any person
or group of persons, on account of any basis listed in subdivision (a) or (d) of Section 12955 of the
Government Code, as those bases are defined in Sections 12926, 12926.1, subdivision (m) and
paragraph (1) of subdivision (p) of Section 12955, and Section 12955.2 of the Government Code,
in connection with the performance of this contract nor shall the contracting party himself or
herself, or any person claiming under or through him or her, establish or permit any such practice
or practices of discrimination or segregation with reference to the selection, location, number, use,
or occupancy of tenants, lessees, sublessees, subtenants, contractors, subcontractors or vendees
with respect to the premises."
The covenants in this Article I shall run with the Property in perpetuity.
Rodriguez Menifee Covenants
ARTICLE II
GENERAL DUTIES OF OWNER
Section 1. Maintenance. Owner, or its successor in interest, shall maintain the
Property and all of the improvements thereon in good condition in accordance with the terms and
conditions hereof and in conformity with all applicable governmental regulations, including,
without limitation, the City of Menifee Municipal Code (the "Code"). The Owner shall keep the
Property free from graffiti and from any accumulation of debris or waste materials and shall
maintain the landscaping in good condition. All exterior, and painted surfaces of any structures
located on the Property shall be maintained at all times in a clean, safe, and presentable manner.
Section 2. No Nuisance. Owner shall not maintain, cause to be maintained, or allow
to be maintained on or about the Property any public or private nuisance, including without
limitation, the conduct of criminal activities set forth in the nuisance abatement provisions of the
Uniform Controlled Substances Act (Health & Safety Code Sections 11570, et seq.) or the Street
Terrorism Enforcement and Prevention Act (Penal Code Sections 186.22 et seq.) or any successor
statute or law.
Section 3. Structural Modifications. In order to protect and maintain the architectural
and structural integrity of the Property, no structural modification shall be made to the Property
without a validly issued building permit in accordance with the requirements of the Code. Any
application for a building permit pursuant to this section and in connection with a proposed exterior
modification to the Property shall be accompanied by elevations and plans depicting the proposed
modifications.
Section 4. Use and Occupancy Standards. The Property shall be used as Owner's
principal residence during the Affordability Period and for no other purpose. Owner shall not enter
into an agreement for the rental or lease of all or any portion of the Property during the
Affordability Period. The maximum occupancy of the Property shall not exceed the maximum
occupancy allowed by applicable law. Owner shall, upon demand by City, submit to City an
affidavit of occupancy verifying Owner's compliance with this section. Said affidavit may be
required by City on an annual basis.
Section 5. Obligation To Repair And Rebuild.
(a) Damage and Destruction Affecting Property to Rebuild. If all or any
portion of the Property and the improvements thereon is damaged or destroyed by fire or other
casualty, it shall be the duty of the Owner to rebuild, repair or reconstruct the Property in a timely
manner to restore it to Code compliance condition.
(b) Variance in Exterior Appearance and Design. If the Property is damaged
or destroyed by casualty, Owner may apply to City for approval to reconstruct, rebuild or repair
the Property in a manner which will provide different exterior appearance and lot design from that
which existed prior to the date of the casualty.
(c) Time Limitation. In the event of damage or destruction due to casualty,
Owner shall be obligated to proceed with all due diligence and commence reconstruction within
Rodriguez Menifee Covenants 4
two (2) months after the damage occurs and complete reconstruction within six (6) months after
damage occurs, unless prevented by causes beyond the reasonable control of Owner.
ARTICLE III
AFFORDABLE HOUSING OBLIGATIONS AND RESALE RESTRICTIONS
Section 1. I'urpose. Owner acknowledges that the purpose of the City Loan is to
encourage homeownership among "Low Income Households" (as defined herein).
Section 2. Covenants and Warranty of Qualifications. Owner covenants, represents
and warrants that the applications and information previously submitted to City by Owner are true,
complete, and not misleading, and that Owner meets or will meet all of the following criteria:
(a) Until the expiration of the Affordability Period, Owner (and, if there is more
than one individual Owner, then each such person individually) will occupy the Property'
as his or her principal residence for so long as he or she shall have an ownership interest in
the Property. Failure to occupy the Property as Owner's principal residence entitles City
to exercise any remedies permitted under applicable law, including acceleration of amounts
due under the City Loan.
(b) Owner (and, if there is more than one individual Owner, then each such
person individually) does not own any other real property.
(c) Owner (and, if there is more than one individual Owner, then Owner's
Household) did not during the preceding calendar year and will not during the current
calendar year have a combined annual "gross income" (calculated in accordance with
Section 6914 of the California Code of Regulations) in excess of that permitted for a Low
Income Household, adjusted for actual Household size.
(d) Owner (and, if there is more than one individual Owner, then Owner's
Household) is a First Time Homebuyer.
(e) Owner (and, if there is more than one individual Owner, then each such
person individually) has completed a Homebuyer Education Class.
Section 3. Restriction on Transfer of Property. During the Affordability Period,
Owner (and, if there is more than one individual Owner, then each such person individually)
covenants and agrees to repay the City Loan upon a Transfer of the Property except for a Transfer
that constitutes a "Permitted Transfer" hereunder.
For purposes hereof, "Affordability Period" means the period commencing upon
the date of recordation of this Declaration in the Official Records of Riverside County and ending
on the thirtieth (301h) anniversary thereof.
For purposes hereof, First Time Homebuyer" means an individual or individuals
or an individual and his or her spouse who have not owned a home during the three-year period
before the purchase of a home with subsidy assistance, except that the following individual or
individuals may not be excluded from consideration as a first-time homebuyer under this
definition:
Rodriguez Menifee Covenants 5
(a) A displaced homemaker who, while a homemaker, owned a home with his
or her spouse or resided in a home owned by the spouse. A displaced homemaker is an
adult who has not, within the preceding two years, worked on a full-time basis as a member
of the labor force for a consecutive twelve-month period and who has been unemployed or
underemployed, experienced difficulty in obtaining or upgrading employment and worked
primarily without remuneration to care for his or her home and family;
(b) A single parent who, while married, owned a home with his or her spouse
or resided in a home owned by the spouse. A single parent is an individual who is unmarried
or legally separated from a spouse and has one or more minor children for whom the
individual has custody or joint custody or is pregnant; or
(c) An individual or individuals who owns or owned, as a principal residence
during the three-year period before the purchase of a home with assistance, a dwelling unit
whose structure is:
i. Not permanently affixed to a permanent foundation in accordance with
local or state regulations; or
ii. Not in compliance with state, local, or model building codes and cannot
be brought into compliance with such codes for less than the cost of
constructing a permanent structure.
For purposes hereof, "Household" means one or more persons occupying or
purchasing the Property.
For purposes hereof, "Low Income Household" means a Household whose annual
income does not exceed the qualifying limits under California law for "lower income households,"
adjusted for Household size, as established by the United States Department of Housing and Urban
Development, and as published periodically by the State of California Department of Housing and
Community Development for the County of Riverside.
For purposes hereof, a "Transfer" is (i) any sale, assignment, or transfer of an
interest in any or all of the Property, whether voluntary or involuntary, including, without
limitation, a deed of trust, mortgage, fee simple interest, tenancy in common, joint tenancy,
community property, tenancy by the entireties, life estate, or other limited estate, leasehold interest
or any rental of all or a portion of the Property; (ii) any interest evidenced by a land contract,
including without limitation, a deed of trust or other lien filed against the Property; (iii) the
refinancing of the lien of the first position deed of trust, or (iv) the recordation of or refinancing of
any lien without the written consent of City, regardless of whether the lien is senior or subordinate
to the City Deed of Trust.
Section 4. Violation of Transfer Restrictions. Owner specifically acknowledges,
covenants and agrees that any Transfer or use of the Property in violation of the foregoing, (i) may
be enjoined by City, (ii) will entitle City to demand payment in full of all amounts outstanding
under the City Loan, and (iii) shall provide City with the right to void any Transfer, attempted
Transfer or use in violation thereof.
Rodriguez Menifee Covenants 6
Section 5. Permitted Transfers. Notwithstanding the above, however, the following
Transfers of the Property shall be permitted (collectively, "Permitted Transfers"):
(a) The Transfer of the Property to the surviving joint tenant Owner by
operation of law, on the death of an Owner joint tenant;
(b) A Transfer of the Property where the spouse of Owner becomes an
owner of the property;
(c) A Transfer of the Property resulting from a decree of dissolution of
marriage, legal separation or from an incidental property settlement agreement by
which the spouse of Owner becomes an owner of the Property;
(d) A Transfer to an inter vivos trust in which the Owner is and remains
the sole beneficial owner and occupant of the Property;
(e) A Transfer resulting from a change in the manner in which title to
the Property is held (for example, a change from joint tenancy to community
property) which does not result in (i) Owner ceasing to be the sole beneficial owner
of the Property, or (ii) failure of the beneficial owner(s) to occupy the Property; and
(f) A Transfer which, under applicable law, would not, by itself, permit
City to exercise a due on sale or due on encumbrance clause.
Section 6. Transfer Review. At least sixty (60) days prior to any proposed Transfer,
Owner shall submit to City a Notice of Intent to Transfer in the form attached as Exhibit B hereto.
Owner shall not cause or permit a Transfer of the Property or of an interest therein to occur without
prior written confirmation from City that City has determined that the proposed transfer will
require repayment of the City Loan or constitutes a Permitted Transfer.
Section 7. Owner Occupancy Requirement. OWNER COVENANTS THAT
OWNER SHALL RESIDE IN THE PROPERTY AS OWNER'S PRINCIPAL RESIDENCE
AT ALL TIMES THROUGHOUT THE AFFORDABILITY PERIOD. FAILURE OF
OWNER TO RESIDE IN THE PROPERTY SHALL RESULT IN AN EVENT OF
DEFAULT UNDER THIS DECLARATION AND THE CITY LOAN DOCUMENTS.
UPON SUCH AN EVENT OF DEFAULT, CITY SHALL BE ENTITLED TO DECLARE
ALL AMOUNTS OUTSTANDING UNDER THE CITY LOAN IMMEDIATELY DUE
AND PAYABLE.
ARTICLE IV
ENFORCEMENT
Section 1. Remedies. Subject to the notice and cure rights of the Owner, in the event
of default or breach of any of the terms or conditions of this Declaration by Owner, its heirs,
executors, administrators or assigns, City may pursue the remedy thereof by any and all means of
enforcement, both in equity and at law, as provided by the laws of the State of California,
including, but not limited to, injunctive relief and/or specific performance. Performance of the
obligations set forth herein is secured by a deed of trust recorded against the Property concurrently
herewith.
Rodriguez Menifee Covenants 7
By way of example and not limitation, if any default, breach or violation of
the City Loan Documents is not cured to the satisfaction of City within the applicable cure period,
City may declare an "Event of Default" hereunder and may take any one or more of the following
actions:
(a) Collect all rents and income in connection with the operation
or sale of the Property, if any, and use the same and the reserve funds for the sale, operation and/or
maintenance of the Property.
(b) Take possession of the Property and bring any action
necessary to enforce any rights of the City growing out of the sale or Transfer of the Property.
(c) Apply to any court, state or federal, for specific performance
of this Declaration or for the appointment of a receiver to take over and operate and sell the
Property in accordance with the terms of this Declaration, or for such other relief as may be
appropriate. It is agreed by the Owner that the injury to City arising from a default under any of
the terms of this Declaration would be irreparable and that the amount of compensation which
would provide adequate relief to City, in light of the purposes and requirements of the programs
applicable to the Property, would be impossible to ascertain.
(d) Accelerate all amounts, including outstanding principal and
interest, due under the terms of the City Loan Documents and demand immediate repayment
thereof. Upon a failure to repay such accelerated amount in full, the City Loan Documents provide
that City may proceed with a foreclosure or sale under the power of sale in accordance with the
provisions of the City Deed of Trust and state law regarding foreclosures.
(e) Seek such other appropriate remedies as may be available
under the law.
The remedies of City hereunder and under the other City Loan Documents
are cumulative, and the exercise of one or more of such remedies shall not be deemed an election
of remedies and shall not preclude the exercise by City of any one or more of its other remedies.
Section 2. Rights of City. As a party to this Declaration, City is entitled to the
following rights:
a. City has the right, but not the obligation, to enforce all of the
provisions of this Declaration.
b. Any amendment to this Declaration shall require the written consent
of City.
C. This Declaration does not in any way infringe on the right or duties
of the City to enforce any of the provisions of its Code including, but not limited to, the abatement
of dangerous buildings.
Section 3. Cumulative Remedies. The remedies herein provided for breach of the
covenants contained in this Declaration shall be deemed cumulative, and none of such remedies
shall be deemed exclusive.
Rodriguez Menifee Covenants 8
Section 4. Failure to Enforce. The failure to enforce any of the covenants contained
in this Declaration shall not constitute a waiver of the right to enforce the same thereafter.
Section 5. Third Party Beneficiary. This Declaration is made and entered into for the
sole protection and benefit of the City and its respective successors and assigns, and Owner, and
its permitted successors and assigns, and no other person or persons shall have any right of action
hereon.
Section 6. Remedies: Attorneys' Fees and Costs. Breach of the covenants contained
herein may be enjoined, abated or remedied by appropriate legal proceeding. In the event that City
incurs any attorney's fees, court costs, or any other costs or expenses in investigating compliance
with or enforcing this Declaration, or investigating or defending claims brought by Owner under
this Declaration„ City shall be entitled to recover any such fees, costs and expenses from Owner.
ARTICLE V
GENERAL PROVISIONS
Section 1. SeverabiliUy. Invalidation of any one of these covenants or restrictions by
judgment or court order shall in no way affect any other provisions which shall remain in full force
and effect.
Section 2. Construction. The provisions of this Declaration shall be liberally
construed for the purpose of maintaining the Property as affordable housing and restricting the sale
of the Property thereon in accordance with this Declaration and the Agreement. The article and
section headings have been inserted for convenience only, and shall not be considered or referred
to in resolving questions of interpretation or construction.
Section 3. Amendments. This Declaration may be amended only by the written
agreement of Owner and City.
Section 4. Notices. Any notice permitted or required to be delivered as provided
herein from one party to another shall be in writing and may be delivered either personally or by
first-class or registered mail. If delivery is made by mail, it shall be deemed to have been delivered
seventy-two (72) hours after a copy of same has been deposited in the United States Mail, postage
prepaid. Notices to Owner shall be sent to CA,
Notices to City shall be sent to 29844 Haun Road, Menifee, CA 92586, Attention: City Manager.
Such addresses may be changed from time to time by notice in writing, which shall be made by
certified mail to the other party in accordance herewith.
Section 5. Notice of Inspection. Owner agrees and acknowledges that City and its
employees and agents shall have the right to enter upon the Property during normal business hours
to ensure compliance with this Declaration and other applicable federal, state and local laws and
regulations. City agrees to notify Owner not less than forty-eight (48) hours prior to City's
proposed time of inspection of the Property, and agrees to attempt to obtain Owner's consent to
the timing of such inspection. Upon receipt of such notice, Owner agrees to cooperate with City
in making the Property available for inspection by City. Owner acknowledges and agrees that in
the event that if for any reason Owner fails to consent to such inspection, City may obtain an
Rodriguez Menifee Covenants 9
administrative inspection warrant or take such other legal actions as may be necessary to gain entry
to and inspect the Property.
Section 6. Term of Use. Except for the non-discrimination covenants set forth above,
which shall run in perpetuity, the covenants, conditions and restrictions of this Declaration shall
run with the Property for a period of thirty (30) years from the date of recordation of this
Declaration.
Section 7. Cure Rights. Owner shall notify City in writing within three (3) days of
receiving any notice of default, delinquency or foreclosure with respect to any lien or agreement
(including any defaults under any other loan secured by an interest in the Property) which could
potentially affect Owner's or City's right, title and interest in the Property. City shall have the
option, but not the obligation, to advance any sums due or take any other actions necessary to stay
or cure the default, delinquency or foreclosure, and City shall thereafter be entitled to immediately
recover from Owner and Owner shall immediately pay to City any payments, cost and expenses
incurred in connection with the stay and/or cure, including but not limited to attorneys fees and
court costs, together with interest thereon at the rate of seven (7%) percent per annum (or the
maximum rate permitted by law) from the date advanced or incurred until the date repaid.
Section 8. Transfer Voidable If Procedure Not Followed. Any Transfer in violation of
the terms and procedures set forth in this Declaration shall be voidable by City at City's election
in its sole and absolute discretion.
Section 9. Insurance. Owner must maintain insurance for not less than the full
insurable replacement cost of the Property, less deductibles, including coverage for municipal
building code requirements at the time the insurance is purchased and at each renewal "date. A
standard mortgage clause form 438-BFU naming City as an additional insured and loss payee as
its interests may appear must be endorsed to the Property insurance, and, if purchased by. or on
behalf of Owner, to all applicable flood and earthquake policies. In addition, the policy shall
contain a provision that obligates the insurer to notify the City at least thirty calendar days in
advance of the effective date of a material change (other than diminution of policy limits due to a
claim), cancellation or termination of the policy. Insurance pursuant to this Section must be in a
form and content acceptable to and underwritten by insurers financially acceptable to City.
Section 10. No Waiver. Failure by City to enforce or delay by City in enforcing any
right or remedy with respect to this Declaration shall not bar or limit any subsequent enforcement
of the same or any other right or remedy with respect to the same subject matter or a different
subject matter. Rights and remedies of City under this Declaration may be waived or modified
only by a written instrument signed by City which states an express intention to waive or modify
such rights and remedies.
Section 11. Further Assurances. Owner shall from time to time provide City with such
further information and shall execute such further documentation and agreements as may be
reasonably necessary or appropriate to carry out the purposes of this Declaration.
Section 12. Joint and Several Obligations. If at any time the Property is owned or
occupied by more than one individual, all of the Owners shall be jointly and severally liable for
the obligations imposed by this Declaration.
Rodriguez Menifee Covenants 10
Section 13. Venue/Choice of Law. The parties agree that this Declaration shall be
deemed entered into and performed in the County of Riverside„ California, and that any litigation
under this Declaration shall be brought in the Superior Court for Riverside County and governed
and construed in accordance with the laws of the State of California.
[Signatures on Next Page]
Rodriguez Menifee Covenants 11
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day and year
written below.
"City"
CITY OF MENIFEE, a California
municipal corporation
By:
Rebekah Kramer ,
Actine Citv Manager
Date: Le, 2024
APPROVED AS TO FORM:
RUTAN & TUCKER, LLP:
By: 4, �%
A �0 z
pfrqqT. Melchi g
City Attorney
Rodriguez Menifee Loan Agreement
"Borrower"
A�_
Print Name: Shamika Rodriguez
Date: 11 i --1— , 2024
A notary public or other officer completing
this certificate verifies only the identity of
the individual who signed the document to
which this certificate is attached, and not
the truthfulness, accuracy, or validity of
that document.
STATE OF CALIFORNIA )
County of PAV sid t) )
On'T(.UjUQH-1 % v l , before me, Ai z1/ A4 . 1\1-e4sd ri a
Notary Public, ersonally appeared let-be*g-ki fG 122� -t - 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
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.
lg'&"X�
S ignkdirl of Nota y
Rodriguez Menifee Covenants
*'y
SUZY M. NELSON
Notary Public - California
Riverside CountyCommission k 2457082
Comm, Expires Aug t, 2027
(Affix seal here)
EXHIBIT A
LEGAL DESCRIPTION
Real property in the City of Menifee, County of Riverside, State of California, described as
follows:
LOT 35 OF TRACT NO. 18041-1, IN THE CITY OF MENIFEE, COUNTY OF RIVERSIDE,
STATE OF CALIFORNIA, AS SHOWN BY MAP ON FILE IN BOOK 128 PAGES 35
THROUGH 38, INCLUSIVE, OF MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF
SAID COUNTY, CALIFORNIA,,AND AMENDED BY A CERTIFICATE OF CORRECTION
RECORDED JULY 1, 1991 AS INSTRUMENT NUMBER 1991-222655, OF OFFICAL
RECORDS.
EXCEPTING THEREFROM A '/2 INTEREST IN ALL OIL AND MINERAL RIGHTS
LOCATED ON SAID PROPERTY, WITH THE RIGHT OF ENTRY OF SAID PREMISES FOR
MINING AND REMOVING SAME, AS RESERVED IN DEED FROM ALICE 0. HANSEN
AND A.A. HANSEN, RECORDED NOVEMBER 4, 1920 IN BOOK 537, PAGE 292, OF
DEEDS, RECORDS OF SAID COUNTY, CALIFORNIA.
ALSO EXCEPTING 50% OF ALL OIL, GAS AND MINERAL, URANIUM AND OTHER
HYDROCARBON SUBSTANCES IN AND UNDER SAID LAND, AS RESERVED BY
RANCH DEVELOPMENT CORPORATION, A CORPORATION, IN DEED RECORDED
FEBRUARY 9, 1956 AS INSTRUMENT NUMBER 1956-9394, OF OFFICIAL RECORDS OF
SAID COUNTY, CALIFORNIA.
APN: 335-383-009
Rodriguez Menifee Covenants Exhibit "A"
A notary public or other officer completing
this certificate verifies only the identity of
the individual who signed the document to
which this certificate is attached, and not
the truthfulness, accuracy, or validity of
that document.
STATE OF CALIFORNIA )
County of V utii011'i )
On Ta nvl6 r 17 2,0Z , before me, Li s4 P U a
ly Notary Public, rsona appeared Q111M 4 12odrI(,(N ;' who proved to me on
the basis of satisfactory evidence to be the person($) wh se name(s#are subsci�*d to the within
instrument and acknowledged to a that he e/ . ey executed the same in hisejer,7their authorized
capacity(ig), and that by h' ie► eir signs ur5ks) on the instrument the person(, or the entity
upon behalf of which the person() 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.
"r--
Sigi a ure of tary
Rodriguez Menifee Covenants
.......- L.1SA P4�9IJ` EN
� Y
wm ORAINIGE County. Ctl..'I , C1aIifor nia Idotary Pub Iici�
C' rnm F_x..;D Feb. 16, 2026
...... "c:................................
(Affix seal here)
EXHIBIT "B"
NOTICE OF INTENT TO TRANSFER
[See attached]
Rodiiguez Menifee Covenants
EXHIBIT "B"
NOTICE OF INTENT TO TRANSFER
[See attached]
Rodriguez Menifee Covenants
NOTICE OF INTENT TO TRANSFER
NOTICE OF INTENT TO TRANSFER MUST BE DELIVERED
TO THE CITY OF MENIFEE PRIOR TO PROCEEDING WITH
ANY TRANSFER OF THE PROPERTY.
From: Shamika Rodriguez ("Owner")
To: City of Menifee
29844 Haun Road
Menifee, CA 92586
Attn: City Manager
Date:
Re:
APN: 335-383-009
(the "Property")
Owner desires to [sell, convey, transfer by inheritance or devise, lease, gift, otherwise
transfer] (circle appropriate words) the Property.
The Property is subject to affordability and other covenants given by Owner in favor of
City, including that the City Loan shall be due and payable upon any Transfer during the
Affordability Period except for a Permitted Transfer.
Date:
Rodriguez Menifee Covenants
Exhihit. — Do Not Sign
Signature of Owner
Day time telephone of Owner