HomeMy WebLinkAboutSmolak & Vaughan Approval of Form of Re...Agreement and Deed Rider.2004.12.2 - Correspondence - 0000 Meetinghouse Road 12/2/2004 North Andover Zoning Board of Appeal
Regular Meeting
Senior Center, 120R Main Street,North Andover,Massachusetts 01845
Time: 7:30 PM
j
Tuesday
December 14, 2004
QLD/NEW BUSINESS:
Approval of November 9,2004 minutes.
Campion Hall,Cochichewick Drive-Regulatory Agreement and Deed Rider
Meetinghouse Commons at Smolak Farm-Regulatory Agreement and Deed Rider
Margus&Cameron Decry,201 South Bradford Street,requesting a modification to 1998-007,
Request District #=Members who have
heard evidence
*=Voted to continue
CONTINUED HEARINGS:
(*Requested continuance until December 14,2004 meeting)
Hiuhview,LLC Comprehensive Permit R 4 #.IPIEMIJL_JRB
Waverly Oaks '*JP/EMJJL/JS/RB
for premises at: Waverley Road *JP/EM/JL/RB
*JP/EM/JL/RB
*WJS/EM/JL/RB
*JP/EMJJL/RB
*JP/F,NVJLIRB
*JP/EM/JL/RB
*Requested continuance until December 14,2004 meeting) _ ^T #1;MJRB/AM/TI/RV/DW
William Donegan Variance&Special Permit R-4 *JP/EM/JL/RB/AM/TI/RV/DW
114 Union Street *EMIRS/AM/TI/RV/DW
(*Requested continuance until December 14,2004 meeting) _ #CMlW/A1V1/I'1IRV/DW
Sutton Realty Trust Variance&Special Permit 1-2 *JP/EMJJL/RB/AM/TI/RV/DW
For premises at: *BM/RB/AM/TI/RV/DW
492 Sutton Street
(LawreIlce Municipal Airport}
(*Requested continuan until December 14 2004 meet'i
Richard S.Else S ecial Permit B-4 /EMIJL/RB/AM/TIJRV/DW
For remises at: *JP/EM/JL/R /AM/Ti/RV/DW
85 Main Street T _^ *EMJRB/AM/TI/RV/DW
December 14,2004 Page I of 2
North Andover Zoning Board of Appeals,400 Osgood Street,N.Andover MA 01845 phone 978-688-9541 fax 978-688-9542
North Andover Zoning Board of Appeals
Regular Meeting
Senior Center,12OR Main Street,North Andover,Massachusetts 01845
Time: 7:30 PM
Request District #=Members who have
heard evidence
*=Voted to continue
P LIC HE RING ;
Bell Atlantic Mobil dlb/a Verizon Special Permit&Finding VR
Wireless for ftremises at;
5 Boston Street
Michael&Kristin Lane Special Permit _ R-2
60 Old Farm Road
Robert G.&Betty Jane Dawe Variance R-3
49 Lort ood.Ayenue
Note: Matters may be called out of order and not as they appear on the agenda. Deliberations and vote on any issue taken
under advisement may take place later in the meeting after the conclusion of the hearing and other matters listed on the
agenda. "All interested parties are invited to remain to the end of the meeting".
December 14,2004 Page 2 of2
North Andover Zoning Board of Appeals,400 Osgood Street,N.Andover MA 01845 phone 97"88-9541 fax 978-08-9542
Meetinghouse Commons-- ZBA Agenda for 12/14 Page 1 of I
Glennon, Michel
From: John Smolak]jsmolak@smolakvaughan,com]
Sent: Thursday, December 02, 2004 4:49 PM
To: 'Michel Glennon'
Subject: Meetinghouse Commons--ZBA Agenda for 12/14
Hi Mich:
Could you please put Meetinghouse Commons on the agenda for the 12/14 ZBA meeting. The purpose of that
meeting will be for the Board to approve the form of deed rider, as well as revisions to the regulatory agreement,
requested by the Department of Housing and Community Development as part of the DHCD's approval of the
Regulatory Agreement as a perpetual restriction under M.G.L. c. 184. Correspondence regarding this matter will .
be delivered to you tomorrow. Please call me if you have any questions. Thank you. II/John
John T. Smolak, Esq.
Smolak& Vaughan LLP
Jefferson Office Park
820 Turnpike Street, Suite 203
North Andover, Massachusetts 01845
Tel 978,327.5220 (Main)
TeL 978.327.5215 (Direct)
Fax 978.327.5219
E-Mail,jsmolak@SmolakVaughan,com
This communication is Intended only for the use of the individual or entity named as the addressee. It
may contain information which is privileged and/or confidential under applicable law.If you are not the
intended recipient or such recipient's employee or agent, you are hereby notified that any dissemination,
copy or disclosure of this communication is strictly prohibited. If you have received this communication
in error,please Immediately notify us at(978) 327-5220 or via return Internet e-mail to
jsmolak@smolakvaughan.com and expunge this communication without making any copies. Thank you
for your cooperation.
i
12/3/04
Glennon, Michel< .
From: John Smolak jsmolak@smolakvaughan.comJ
Sent: Thursday, December 02, 2004 7:23 PM
To: 'Michel Glennon'
Subject: FW: Meetinghouse Commons,North Andover ZBA
An
001.pdf XeroxAttach.txt
Mich:
As a follow-up to my last e-mail to you, attached is a letter with
supporting documentation to be filed with the Board. The attached has been
submitted to Town Counsel today. Please call me at 978-327-5215 to confirm
the attached has been received by you and that you can print the same.
Thanks. II/John
----Original Message-----
From:jsmolak@smolakvaughan.com [mailto:jsmolak@smolakvaughan.com]
Sent: Thursday, December 02, 2004 7:68 PM
To: jsmolak@smolekvaughan.com;jsmolak@smolakvaughan.com
Subject:
Please open the attached document. It was scanned and sent to you using a
Xerox WorkCentre.
Attachment file type PDF
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DC-C 3 7004
BOARD OF APPEALS 1
SMOLAK & VAUGI3AN LLP
Attorneys at Law
i Jefferson Office Park
82o Turnpike Street, Suite 203
North Andover, Massachusetts 01845
Telephone 978-327-5220
Facsimile 978.327-5219
John T.Smotak,Esq.
Direct 978-327-5215
Emai t:,ismolak(c�SmotakVaughaiixoin
December 2,2004
BY HAND AND E-MAIL
Ellen McIntyre, Chair
Zoning Board of Appeals
Town of North Andover
400 Osgood Street
North Andover,Massachusetts 01845
RE: Approval of Form of Revised Regulatory Agreement and Deed Rider
Comprehensive Permit, dated May 24,2002
Project: Meetinghouse Commons
Property. South Bradford Street, forth Andover
Applicant&Owner;--Meetinghouse Commons LLC
Dear Ms. McIntyre and other Board Members:
At the suggestion of Attorney Urbelis, the following summary is being provided
to the Board as supplemental background for the basis For the changes we have made to
the draft Deed Rider and Regulatory Agreement since the original draft documents were
submitted to the Board on September 12, 2004 (the"First Draft"). As noted in the
correspondence from Attorney Urbelis to the Board, Attorney Urbelis feels there is a
potential conflict between Conditions 11 and 1.2 of the Meetinghouse Commons
Comprehensive Permit Decision,which require the affordable units to remain affordable
in perpetuity or the longest period allowed by law, and the standard fora;of Chapter 40B
deed rider which allows for the termination of the affordability restriction for a particular
affordable unit upon the occurrence of specified conditions described below. We are
bringing this issue to your attention because of the significant implications which this
issue has not only for the Meetinghouse Project,but also for the potential effect this issue
may have on the other 40B decisions issued to Terra Properties, Valley Realty
Development, Campion Hall LL,C as well as other 40B decisions which may include
similar perpetuity conditions. We also note that should the Board not agree to modify the
Comprehensive Permit Decision, then the Board would be essentially forcing the
Applicant to file an appeal to the Housing Appeals Committee("HAC")where a recent
HAC decision has already ruled, consistent with the position of MHC, that certain
provisions related to foreclosure being proposed by the Board, as described below, are
I.J t , C W
1. DF(, 3 Z004
BOARD OF APPEALS
SMOLAK& VAUGHAN LLP
Ellen McIntyre, Chair
i December 2,2004
not lawfully permitted to be included within a deed rider. We also note that since the
Applicant last appeared before the Board, the Department of Housing and Community
Development("DHCD") has approved the form of Regulatory Agreement and Deed
Rider as a perpetual affordable housing restriction under Mass. G.L, c. 184, subject to
several minor changes which are outlined below and in the December 2, 2004 letter to
Attorney Urbelis which is attached. Note that the DHCD's conditional approval
preserves the ability to terminate the affordability restriction as to a particular affordable
unit upon the occurrence of foreclosure which is also consistent with MHC's position as
outlined below, and which is discussed in Attorney Urbelis' letter to the Board, dated
November 15, 2004.
While I understand most of the members on the Board have experience with the
Chapter 40B process, we nevertheless wanted to provide all members of the Board with a
general understanding of this issue in the context of the regulatory agreement and deed
rider and as it specifically relates to the Meetinghouse Commons Project. Accordingly,
this letter provides a description of; (a) regulatory agreements and deed riders in general;
(b) the provisions of a general form of standard deed rider which state agencies require
to be used for Chapter 40B projects; (c) the issues regarding the first draft of the
regulatory agreement and deed rider for the Meetinghouse Commons Project which were
submitted to Town Counsel and the Board under cover letter, dated September 24, 2004;
(d) a description of issues regarding the second draft of the regulatory agreement and
deed rider for the Meetinghouse Commons Project provided to Town Counsel on October
27, 2004 submitted in response to Town Counsel's October 8,2004 letter to the Board;
(e) a proposed solution to this issue; and, (f)a revised regulatory agreement and deed
rider which include the changes to the same requested by the DHCD as a condition to
DHCD approval of what the DHCD considers a perpetual restriction under the provisions
of M.G.L. c. 184.
A. The Chapter 40B Re gulator A reement and Deed Rider Generall
As an initial matter for affordable homeownership developments approved under
Chapter 40B, the applicant, as a condition to approval of a comprehensive permit, is
required to execute a regulatory agreement and deed rider to both ensure, among other
things, that the project and developer will comply with the profit limitations required
under Chapter 40B and to ensure that the affordable units will remain affordable for a
certain term of years. A minimum affordability term of thirty (30) years is generally
required by guidance issued by the Massachusetts Department of Housing and
Community Development, subject to certain limited exceptions. It is not unusual for
municipalities to request affordable units to remain affordable in perpetuity, but perpetual
restrictions are always subject to certain limited exceptions which will be described
below. The regulatory agreement also obligates the developer to ensure that an
affordable unit deed rider will be executed by the initial purchasers of each affordable
unit and by all future purchasers of the unit.
SMOLAK &VAUGIEIAN LLP
Ellen McIntyre, Chair
l December 2,2004
B. The Standard Deed hider
E
Each housing program will have its own standard form of deed rider. In the case
of ownership projects under Chapter 40.6, there is a standard deed rider for projects
approved under MassHousing's Housing Starts Program, the New England Fund
Program now administered through MassHousing,and the Local Initiative("LIP")
Program administered through the Department of Housing and Community Development.
All three programs above have substantially similar deed rider provisions.
Further, there are two circumstances(with strong public policy reasons)under
which the agencies administering these programs deem it important to terminate the
affordable housing restriction regardless of whether the affordable units are restricted as
affordable for a certain term of terms (i.e., 30 years), or whether the unit is to be
restricted in perpetuity. These circumstances are as follows,
First, as pointed out by Attorney Urbelis in his October 1.,2004 letter,if the seller
of the affordable unit desires to sell his or her unlit,and the Monitoring Agent cannot find
a so-called"eligible purchaser" for the unit within a certain period of time, and the
Municipality does not exercise its right of first refusal to purchase the affordable unit, and
the seller cannot otherwise locate an Eligible Purchases-within a certain time period, then
the owner of the affordable unit can sell the unit free of any affordability restrictions.
However,upon the sale of that unit, the Municipality receives the difference between
what the unit would sell for as an affordable unit and as a market-rate unit (the"Windfall
Profit")at closing. This Windfall Profit, in turn,is paid to the Municipality for purposes
of creating affordable housing. For purposes of this letter,I will call this provision the
"No Eligible Purchaser Provision." This process is described in Paragraph 1(b) of the
First Draft.
Second, if the affordable unit is being foreclosed on by the lender, or if the lender
accepts a deed in lieu of foreclosure,and the Municipality does not exercise its right of
first refusal to purchase the affordable unit, then the unit can be sold free of the
affordable housing restriction. However,upon the conveyance of the unit, the
Municipality generally receives the difference between what the unit would sell for as an
affordable unit and as a market-rate unit(the"Windfall Profit")at closing, This Windfall
Profit, in turn, is held by the Municipality for purposes of creating affordable housing.
For purposes of this letter, I will call this provision the"Foreclosure Provision." The
Foreclosure Provision is described in Paragraph 4(b)of the First Draft.
Both the No Eligible Purchaser Provision and the Foreclosure Provision are
standard provisions which have existed in agency regulatory agreements for more than
fifteen years under the Chapter 40B Program, The public policy reasons for these
}
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SMULAK& VAUGHAN LLP
Ellen McIntyre, Chair
i December 2, 2004
provisions have been recently articulated in the Housing Appeals Committee decision
entitled Delphic Associates, LLC v. Hudson Board of Appeals HAC No. 02-11
(December 23,2002). In that decision, the Housing Appeals Committee(the"HAG"}
ordered the Town of Hudson to remove a condition from the comprehensive permit that
requires that the affordable housing restriction identified in the deed rider and regulatory
agreement to survive foreclosure. MassHousing,which filed a brief in the Delphic case,
supported the case for terminating the affordable housing restriction upon the occurrence
of a foreclosure. In essence, the IIAC held that the Foreclosure Provision should in fact
operate to terminate the affordable housing restriction for several strong public policy
reasons. First, the HAC found that the secondary lending market(i.e.,Fannie Mae and
Freddie Mac) and standard commercial lending practice require that such deed
restrictions be terminated upon foreclosure. Second, the HAC determined that mortgage
insurers, who typically insure first mortgages for affordable units,will not insure
mortgages unless the restriction terminates upon foreclosure. Third, the HAC found that
the municipality is protected by safeguards in the deed rider in other ways since not only
does the Town have a right of first refusal to purchase the affordable unit or can find an
affordable buyer, but also, if it declines to exercise this right, it has the right to receive the
Windfall Profit described above.
And although the Town is certainly not responsible for the occurrence of a
foreclosure event, the Town always has the option to purchase the affordable unit in order
to maintain the affordability of the unit although the Town has no legal obligation to do
so. This limited circumstance has always been a part of the deed rider provisions where
approval is controlled by the Department of Housing and Community Development or
MassHousing,and is intended to balance the interests of the municipality with the
interests of the state agency to ensure there is the ability to finance affordable units at the
time,these units are initially offered for sale. And in all instances, the Town has the
ability to preserve the affordability status of an affordable unit if it chooses to do so in
this very limited circumstance of foreclosure. A copy of the Delphic case and
MassHousing brief are attached.
C. The First Draft Regglatory A regiment and Deed Rider For Meetin house
Commons
By letter, dated September 24,2004, I had submitted, on behalf of Meetinghouse
Commons LLC, a form of Regulatory Agreement and Deed bider to Attorney Urbelis
and the Board for approval(the "First Draft"). As noted in my September 24 letter, the
forms of Regulatory Agreement and Deed Rider submitted for the Meetinghouse
Commons Project are substantially identical to the forms of regulatory agreement and
deed rider approved by the Board for the Kittredge Crossing Project. The deed rider
approved by the Board for the Kittredge Crossing Project, and the form of deed rider
submitted as part of the First Draft, both include the No Eligible Purchaser Provision and
the Foreclosure Provision referenced above, We purposely drafted the First Draft in this
manner since we assumed the board would have no problem approving the same forms it
I
SMOLAK& VAUGHAN LLP
Ellen McIntyre, Chair
December 2, 2004
had previously approved for the Kittredge Crossing Project, Again, these affordability
provisions are customarily included in all standard forms of regulatory agreements and
deed riders developed by both MassHousing and the Department of Housing and
Community Development. We also note that the conditions regarding perpetuity
identified in Paragraphs 11 and 12 of the Meetinghouse Commons Comprehensive
Permit Decision, axe substantially identical to the perpetuity conditions contained within
the Terra Properties LLC Comprehensive Permit Decision as well as the Valley Realty
Development, LLC Comprehensive Permit Decision. However, to our knowledge, the
Terra Properties project does not include a perpetual affordability restriction although it
appears such a restriction is required as part of the Terra Properties Comprehensive
Permit Decision.
Thereafter, by letter, dated October 1,2004, Attorney Urbelis raised a question of
how certain provisions in the draft deed rider (which would allow an affordable unit to be
sold free of the affordable restriction under certain circumstances,or as provided in the
No Eligible Purchaser Provision)would be consistent with the perpetuity requirements of
Paragraph 11 and 12 of the Meetinghouse Commons Comprehensive Permit Decision.
By letter, dated October 6, 2004, I responded to Attorney Urbelis by stating that
Paragraph 1(b)of the Deed Rider identified in the First Draft is a standard provision
within Deed Riders because one cannot expect an owner or lender to agree to hold onto
an affordable unit for months or years if an eligible purchaser could not be found and that
is why this provision is included as a standard provision in Deed Riders for all the various
affordable housing programs(i.e., including the New England Fund Program which is
being used for the Meetinghouse Commons Project).
Thereafter, I have had a number of additional discussions with the Legal Office of
the DHCD to determine whether DHCD has ever approved deed riders which include
affordable housing restrictions which operate to survive with respect to the No Eligible
Purchaser provision scenario described above. In turn, the DHCD identified two
examples where this had occurred but those examples were approved under housing
programs different from the New England Fund Program which Meetinghouse Commons
is using. The DHCD did not identify any deed rider which preserved affordability with
respect to the Foreclosure Provision described above, presumably since the Delphic case
recently held that such a provision would render a project"uneconomic" and"not
consistent with local needs"as those terms are defined under Chapter 40B.
Accordingly, by letter, dated October 27, 2004, I submitted to Attorney Urbelis
and the Board both a revised regulatory agreement and deed rider in an attempt to be
responsive to Attorney Urbelis' October 1, 2004 letter. In that letter, I informed Attorney
Urbelis that I had consulted with the Legal Office of the DHCD,and the Legal Office had
identified only two examples of deed riders which the DHCD has approved as to form
both for projects in Newburyport and Orleans where affordability is preserved in the
scenario of the No Eligible purchaser Provision, and I incorporated certain affordability
SMOLAK & VAUGHAN LLP
Ellen McIntyre, Chair
December 2, 2004
provisions from those riders into the revised deed rider and regulatory agreement for the
Meetinghouse Commons Project(the"Second Draft").
D. The Second Draft Regulatory Agreement and Deed Rider For Meetinghouse
Commons
As a result of these changes made, the deed rider for the Second Draft differs
from the deed rider included in the First Draft in the following ways. Specifically,
Paragraph 1(b) is being amended to preserve affordability by addressing the concerns
raised regarding the No Eligible person Provision described above in the First Draft.
Accordingly, if the seller of the affordable unit desires to sell his or her unit, and the
Monitoring Agent cannot find a so-called "eligible purchaser"for the unit within a
certain period of time, and the Municipality does not exercise its right of refusal to
purchase the affordable unit, and the seller cannot otherwise locate an Eligible Purchaser
within a certain time period, then the owner of the affordable unit can sell the unit to a
non-qualifying person at the Maximum Resale Price(i.e., the price set for an affordable
unit) but subject to the affordable housing preservation restriction. Thereafter, if the
non-qualifying owner desires to sell the unit, the non-qualifying owner would have to
follow the normal procedures for selling an affordable unit as if he or she were an eligible
purchaser with the hope that the unit could then be conveyed to an eligible purchaser in
the future. By this revision, the affordable housing restriction is preserved.
As to the Foreclosure Provision,the Housing Appeals Committee has already
ruled that a requirement to preserve affordability in the event of a foreclosure or deed in
lieu of foreclosure is not a reasonable condition to impose in a deed rider. Accordingly,
if the Applicant,Meetinghouse Commons, LLC, was forced to appeal this perpetuity
condition to the HAC, there is clear precedent ender the Del hLic decision supporting the
termination of the restriction under the Foreclosure Provision.
E. The Meetinghouse Commons Comprehensive Permit Decision
As noted above,Sections 11 and 12 of the Meetinghouse Commons
Comprehensive Permit Decision require that the affordable units be sold subject to the
requirement that such units remain affordable ill perpetuity or for the longest period
allowed by law, and require the Applicant to use best efforts to obtain DHCD approval of
a perpetual restriction. The Applicant has submitted information to the DHCD, and has
obtained approval of a perpetual restriction which includes the Foreclosure Provision
described above. However,Town Counsel has taken the position that the Deed Rider
approved by the DHCD may be inconsistent with the perpetuity requirements of the
Meetinghouse Comprehensive Permit Decision because the Deed Rider allows for the
termination of the affordable housing restriction on the unit in the event of a foreclosure
or deed in lieu of foreclosure. In fact, no applicant could comply with the perpetuity
conditions described in the Comprehensive Permit Decision for the reasons described in
the Delphic decision described above if the Board determined that a deed rider which
J
SMOLAK& VAUGHAN LLP
Ellen McIntyre, Chair
December 2,2004
includes a limited exception such as the Foreclosure Provision was not a perpetual
restriction. On the other hand, I suggest that it is longstanding state policy to approve so-
called perpetual affordable housing restrictions under Chapter 1.84 which include the
Foreclosure Provision and the No Eligible Purchaser Provision, However, it is MHC's
feeling that it is not useful for either the Town or MHC to get into a debate over this
issue.
For these reasons, should the Board determine that M1IC's proposed Regulatory
Agreement and Deed Rider not comply with Conditions 11 and 12 of the Comprehensive
Permit Decision, this letter also serves as a formal request of the Board to vote to modify
the Comprehensive Permit Decision to allow for the termination of the perpetual
affordable housing restriction for an affordable unit in the event of a foreclosure or deed
in lieu of foreclosure as described above. In either case, the Comprehensive Permit
would be consistent with the revisions made in the Deed Rider and Regulatory
Agreement approved by the DHCD. Attached for your consideration is a draft
Modification of Decision.
F. Changes to Re ulg atory Agreement and Deed Rider,Required by DHCD.
As required by Condition 12 of the MHC Comprehensive Permit Decision, the
MHC has submitted a request for approval of the affordable housing restriction, and has
obtained conditional approval of the affordable housing restriction, subject to the
following changes which are reflected in the Third Draft of the Regulatory Agreement
and Deed Rider,copies of which are attached. These changes are generally considered
minor, technical changes which MHC has agreed with, and by this letter, MHC requests
the Board to approve the same as to form. A summary of these changes are as follows;
1. DHCD has requested that either CHAPA or the Town of North Andover
be an additional holder of the affordable housing restriction as part of the
Regulatory Agreement, Accordingly, MHC feels the Town of North
Andover would want to become a holder of the restriction and the
regulatory agreement has been modified accordingly.
2, The DHCD has requested that the affordable unit sales price be included
in the Regulatory Agreement and that price has been included,
3. The DHCD has requested minor changes to wording in the Deed Rider
regarding Maximum Resale Price, and to wording regarding the Certified
Sales Price in the Regulatory Agreement, to be consistent with similar
Deed Riders and Regulatory Agreements,which the DHCD has approved.
S
V
SMOLAK & VAUGUNN LLP
Ellen McIntyre, Chair
} December 2,2004
Please contact me at your earliest convenience should you have any questions
regarding these matters so that we can hopefully wrap this up at the Board's December
14 meeting, Thank you.
V ry truly yours
John T. Smolak
JTSI
cc: Board of Selectmen
i
Heidi Griffin, Director of Community Development
D. Robert Nicetta, Building Commissioner
Mark Rees,Town Manager
Thomas J. Urbelis, Esq., Urbelis &Fieldsteel, LLP
Thomas D. Zahoruiko, Manager, Meetinghouse Commons,LLC
URBELIS&.P1ELDSTEEL, LLP
i 155 FEDr,,RAL SMET
BOSTON, MASSACHUSETTS 02110-1727
THOMAS J.URBELI$ Telephone 617-338-2200 Andover
e-mail tjuc@ufb.com Telecopier 617-338-0122 Telephone 978.475.4552
November 15, 2004
Board of Appeals
North Andover Town Offices
400 Osgood Street
North Andover, MA 01845
RE: ME13T1N moue CommoN
,Dear Members of the Board:
At Bob Nicetta's request,Z am writing with my cornmex►ts about Attorney John.Smolak's
October 27, 2004 letter to me and the attachtnents included therein. The Board was copied on
the letter.
The provisions of the revised Regulatory Agreement and.Deed Rider submitted by the
applicant provide that if an eligible purchaser canixot be .found for an Affordable Unit, the Seller
may sell at a Maximum Resale Price(as set by the Monitoring Agent) and the affordability of
each Affordable Unit will be preserved each time that subsequent resale of the affordable unit
occurs during the period of affordability specified in the Board's Comprehensive Permit
The Property sold to an Tneligible Purchaser shall be subject to the continuing obligations
and restrictions coma.aed in the deed rider, so that when the Property is resold by the Ineligible
Purchaser, the sale procedure outlined in the Deed Rider must be followed by the selling
Ineligible Purchaser,with the Town's right of first refusal still existing and the restriction of;the
sale being to ail eligible purchaser. The deed to `.he Ineligible Purchaser shall clearly state that
the Property is being corxvcyed subject to the deed rider. Under these proposed circumstances, I
do not know if there is a period of til-t-te in which DTICD removes the unit Crom the calculation of
whether the Town has reached the 10%threshold of affordable units.
These revised documents also add a new requirement, in Section 2(b)of the Deed Rider
that the Town's chief elected official execute and deliver compliance certificates in accordance
with the terms of the Deed Rider. My assumption is that DHCD contemplates that for North
Andover the person is the chair of the Board of Selectmen.
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URBELIS&FfF-LDST8FL, LLP
November 15, 2004
Page 2
The Deed Rider also provides in Sections 4(b) and 5(a) that in the event of a foreclosure,
if the property is sold for a price in excess of the greaten of(1.) the mortgage note, interest and
costs and expenses and(2) the Maximum Resale Price, the excess (if any) is paid to the Town
and the affordability restrictions of the unit are lost forever. Therefore, in effect, if an owner, for
whatever reason, does not pay the mortgage and if there is a foreclosure, the affordability of that
interest is lost.
With regard to these revised documents,and when comparing their. provisions with the
affordability requirements of the coinprehensive permit, it is your determination to make as to
whether(1)the applicant must file for a modification of the decision or(2) the proposed
documents must be revised by the applicant or(3) the documents represent an"insubstantial
change"of your decision and therefore are acceptable.
I have not received the DHCD approval letter referenced on the second page of Attorney
Smolak's letter dated October 27, 2004 with regard to G. L. Chapter 184, in accordance with
Paragraphs 11 and 12 of the Comprehensive Permit Decision. Therefore, I can offer no
comment on that issue at this time.
Please call if you have airy questions.
Very truly yours,
Thomas J. rbelis
T)Ullah
cc: Board of Selectmen
Heidi Giif in
D. Robert Nicetta
Mark Roes
John Smolak, Esq.