HomeMy WebLinkAboutLand Use Case.Moore Family PUD.A077-99A077-99
Moore Family PUD- Amendment
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COMMUNITY DEVELOPMENT DEPARTMENT
130 South Galena Street
Aspen, Colorado 81611
(970) 920-5090
City of Aspen
Land Use:
1041
Deposit
1042
Flat Fee
1043
HPC
1046
Zoning and Sign
Referral Fees:
1163
City Engineer
1205
Environmental Health
1190
Housing
Building Fees:
1071
Board of Appeals
1072
Building Permit
1073
Electrical Permit
1074
Energy Code Review
1075
Mechanical Permit
1076
Plan Check
1077
Plumbing Permit
1078
Reinspection _
Other Fees:
1006
Copy
1302
GIS Maps
1481
Housing Cash in Lieu
1383
Open Space Cash in Lieu __
1383
Park Dedication
1468
Parking Cash in Lieu
Performance Deposit
1268
Public Right-of-way
1164
School District Land Ded.
�L
TOTAL - • '
NAME: -
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CASE NUMBER
PARCEL ID #
CASE NAME
PROJECT ADDRESS
PLANNER
CASE TYPE
OWNER/APPLICANT
REPRESENTATIVE
DATE OF FINAL ACTION
CITY COUNCIL ACTION
PZ ACTION
ADMIN ACTION
BOA ACTION
DATE CLOSED
BY
A077-99
Moore Family PUD- Amendment
Moore Family PUD
Joyce Ohlson
PUD Amendments
Ann R. Klauss, Zoom Flume LLC
Davis Horn Inc.
Ord. 49-99, Ord. 1-2000
6/30/00
J. Lindt
0
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PARCEL ID: DATE RCVD: 9/1/99 # COPIES:F CASE NO A077-99
CASE NAME: Moore Family PUD- Amendment PLNR: Joyce Ohlson
PROJI ADDR: Moore Family PUD CASE TYP: PUD Amendments STEPS:F
OWN/APP; Ann R. Klauss, Zoo ADRjBox 5115 C/S/Z: Aspen/CO/81611 PHN: 920-1710
REP: Davis Horn Inc ADR: 215 S. Monarch St. ste CIS/Z: Aspen/CO/81611 PHN: 925-6587
FEES DUE: 1460 D 255FF FEES RCVDA 715 STAT: F
REFERRALS
REF:F- BY[- DUE:I�
MTG DATE REV BODY PH NOTICED
i I
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I F- i F-
REMARKSiCounted 12/1/99
DATE OF FINAL ACTION:
CITY COUNCIL: - vc
PZ: ~'*
-}-� CLOSED: BY: I BOA:
PLAT SUBMITD: PLAT (BK,PG): ADMIN:,
DEVELOPMENT ORDER
of the
City of Aspen
Community Development Department
This Development Order, hereinafter "Order", is hereby issued pursuant to
Section 26.304.070, "Development Orders", and Section 26.308.010,
"Vested Property Rights", of the City of Aspen Municipal Code. This Order
shall expire on the day after the third anniversary of the effective date of the
Order, unless a building permit is approved pursuant to Section 26.304.075,
or unless an exemption from expiration, extension or reinstatement is
granted or a revocation is issued by the City Council pursuant to Section
26.308.010.
This Development Order is associated with the property noted below for the
site specific development plan as described below.
Zoom Floom LLC., Box 5115, Aspen, CO 81612
Property Owner's Name, Mailing Address and telephone number
Moore Family Planned Unit Development
Legal Description and Street Address of Subject Property
Planned Unit Development Amendment
Written Description of the Site Specific Plan and/or Attachment Describing Plan
City Council Ordinance # 1-2000, 1/24/00
Land Use Approval(s) Received and Dates (Attach Final Ordinances or Resolutions)
January 28, 2000
Effective Date of Development Order (Same as date of publication of notice of approval.)
January 29, 2003
Expiration Date of Development Order (The extension, reinstatement, exemption from expiration
and revocation may be pursued in accordance with Section 26.308.010 of the City of Aspen
Municipal Code.)
Issued this 28th day of January, 2000, by the City of Aspen Community
Development Director.
t1 .I _ , I Q
Juligf(nn Woods, Community Development Director
G.Planning.Aspen.forms. DevOrder
PUBLIC NOTICE
Of
DEVELOPMENT APPROVAL
Notice is hereby given to the general public of the approval of a site specific development
plan, and the creation of a vested property right pursuant to the Land Use Code of the
City of Aspen and Title 24, Article 68, Colorado Revised Statutes, pertaining to the
following described property: Moore Family Property of the City and Townsite of Aspen,
by Ordinance No. 1, Series of 2000 of the Aspen City Council. For further information
contact Julie Ann Woods, at the Aspen/Pitkin Community Development Dept., 130 S.
Galena St, Aspen, Colorado (970) 920-5090.
City of Aspen Account
Publish in The Aspen Times on January 28, 2000.
ORDINANCE NO, 4 q
(SERIES OF 1999)
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ASPEN, COLORADO,
AMENDING THE MASTER DEED RESTRICTION AGREEMENT FOR OCCUPANCY
AND RESALE OF THE MOORE FAMILY PROJECT OF THE MOORE FAMILY
PLANNED UNIT DEVELOPMENT.
WHEREAS, the Board of County Commissioners (BOCC) of Pitkin County, Colorado,
granted subdivision approval of the Moore Family Planned Unit Development (Moore Family
PUD) by adopting Resolution Numbers 95-30 and 98-57, and required the condition that the
James E. Moore Family Partnership, LLLP, enter into a Master Deed Restriction Agreement for
Occupancy and Resale of the Moore Family Project (Agreement) with the Aspen/Pitkin County
Housing Authority, and the Agreement was made and entered into on August 10, 1998; and,
WHEREAS, on June 28, 1999, City Council adopted Ordinance No. 24, Series of 1999,
(the Ordinance),which approved the annexation of the Moore Family PUD; and,
WHEREAS, the Aspen School District, on behalf of the James E. Moore Family
Partnership, LLLP, has requested a substantive amendment to the Agreement; and,
WHEREAS, the Community Development Department has received and provided referral
comments from the Housing Authority and advisory recommendations from the Housing Board
and BOCC; and,
WHEREAS, the City Council fmds that the spirit and intent of Ordinance 24, Series of
1999, is furthered by the adoption of this Ordinance and that the changes to the Master Deed
Restriction for Occupancy and Resale of the Moore Family Project is in the best interests of the
City; and,
WHEREAS, the City Council finds that this Ordinance furthers and is necessary for the
promotion of public health, safety, and welfare.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
ASPEN, COLORADO, THAT:
Section 1:
The Moore Family PUD Master Deed Restriction for Occupancy and Resale of the Moore Family
Project be amended to contain the following provisions:
1. Require an employee who works for the Aspen School. District for less than 10 years and who
owns and occupies a "category unit" to sell the unit within one year after terminating
•
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employment with the Aspen School District. And, when the unit is offered for sale, the
Aspen School District will be offered the first right of refusal to purchase and resell the unit
to a School District employee.
2. Exempt an Aspen School District employee from the minimum occupancy guidelines
provided that the Aspen School District employee rents any bedroom not occupied by an
owner or owner's family member to an Aspen School District employee.
Restrict the Resident Occupied units only to the occupancy guidelines and exempt such units
from the income and price guidelines.
4. Require Zoom Flume LLC, the developer, to sell the two Resident Occupied units to the
Aspen School District for prices not to exceed the Aspen/Pitkin Housing Authority Category
4 guidelines.
INTRODUCED, READ AND ORDERED PUBLISHED as provided by law,
by the City Council of the City of Aspen on the 25th day of October, 1999.
Attest:
Kathryn S. Koch, City Clerk
FINALLY, adopted, passed and approved this
Attest:
Kathryn S. Koch, City Clerk
Approved as to form:
John Worcestor, City Attorney
CAhome\Active Cases\Moore PUD school district housing\Reso.doc
Rachel Richards, Mayor
day of
1999.
Rachel Richards, Mayor
0 Nit
MEMORANDUM
TO: Mayor and City Council
THRU: Steve Barwick, City Manager
John Worcester, City Attorney
Julie Ann Woods, Community Development Director;
Joyce Ohlson, Deputy Director
FROM: Nick Lelack, Planner
RE: Moore Family PUD Amendment — School District Request to Change
Master Deed Restriction Agreement for Occupancy and Resale of the
Moore Family Project — Ordinance No. 1, Series of 2000, 2`1
Reading/Public Hearing
DATE: January 24, 2000
SUMMARY:
Attached, please find a letter of request from the Aspen School District, represented
by Glenn Horn of Davis -Horn, Inc. to re -apply for one change to the "Master Deed
Restriction Agreement for Occupancy and Resale of the Moore Family Project,"
which is part of the Moore Family PUD. Ordinance 1, Series of 2000, approves the
School District's request to:
Require an employee who works for the Aspen School District for less than 10
years from the time of purchase and who owns and occupies a "category
unit" to sell the unit within one year after terminating employment with the
Aspen School District. Aspen School District employees shall have the right
of first refusal to purchase the unit.
City Council approved the ordinance on First Reading on January 10, 2000.
Community Development staff is not making a recommendation on this
application because the nature of the request is housing policy (not land use
related), which is under the purview of the City Council with advisory
recommendations from the Housing Board and Housing Authority.
PROPOSED MOTION:
"I move to adopt Ordinance Number 1, Series of 2000, upon Second Reading."
CITY MANAGER COMMENTS:
ATTACHMENTS:
Exhibit A -- Letter of Request to Consider Aspen School District's Request
Exhibit B -- Aspen/Pitkin County Housing Authority Referral Comments
Exhibit C -- Master Deed Restriction Agreement for the Occupancy and Resale
of the Moore Family Project, Exhibit B
C:\home\Active Cases\Moore PUD school district housing\Council Memo First Reading Action Item.doc
9
ORDINANCE NO. 1
(SERIES OF 2000)
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ASPEN,
COLORADO, AMENDING THE MASTER DEED RESTRICTION
AGREEMENT FOR OCCUPANCY AND RESALE OF THE MOORE FAMILY
PROJECT OF THE MOORE FAMILY PLANNED UNIT DEVELOPMENT.
WHEREAS, the Board of County Commissioners (BOCC) of Pitkin County,
Colorado, granted subdivision approval of the Moore Family Planned Unit Development
(Moore Family PUD) by adopting Resolution Numbers 95-30 and 98-57, and required
the condition that the James E. Moore Family Partnership, LLLP, enter into a Master
Deed Restriction Agreement for Occupancy and Resale of the Moore Family Project
(Agreement) with the Aspen/Pitkin County Housing Authority, and the Agreement was
made and entered into on August 10, 1998; and,
WHEREAS, on June 28, 1999, City Council adopted Ordinance No. 24, Series of
1999, (the Ordinance),which approved the annexation of the Moore Family PUD; and,
WHEREAS, the Aspen School District, on behalf of the James E. Moore Family
Partnership, LLLP, requested a substantive amendment to the Agreement (Ordinance No.
49, Series of 1999) to change four housing policies for the affordable housing units
earmarked for the School District; and,
WHEREAS, on December 6, 1999, City Council denied Ordinance No. 49,
Series of 1999, by a vote of four to one (4-1); and,
WHEREAS, the Aspen School District, has modified its request to change one
housing policy in the Agreement and has requested a substantive amendment to the
Agreement; and,
WHEREAS, the Community Development Department has received and provided
referral comments from the Housing Authority and advisory recommendations from the
Housing Board and BOCC; and,
WHEREAS, the City Council finds that the spirit and intent of Ordinance 24, Series
of 1999, is furthered by the adoption of this Ordinance and that the changes to the Master
Deed Restriction for Occupancy and Resale of the Moore Family Project is in the best
interests of the City; and,
WHEREAS, the City Council finds that this Ordinance furthers and is necessary for
the promotion of public health, safety, and welfare.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY
OF ASPEN, COLORADO, THAT:
Section 1
The Moore Family PUD Master Deed Restriction for Occupancy and Resale of the Moore
Family Project, Exhibit B, Number 1 to be amended to contain the following provision:
Require an employee who works for the Aspen School District for less than
10 years from the time of purchase and who owns and occupies a "category
unit" to sell the unit within one year after terminating employment with the
Aspen School District. Aspen School District employees shall have the right
of first refusal to purchase the unit.
Section 2
All material representations and commitments made by the applicants pursuant to the
development proposal approvals as herein awarded, whether in public hearing or
documentation presented before the City Council, are hereby incorporated in such plan
development approvals and the same shall be complied with as if fully set forth herein,
unless amended by an authorized entity.
Section 3:
This Resolution shall not effect any existing litigation and shall not operate as an
abatement of any action or proceeding now pending under or by virtue of the ordinances
repealed or amended as herein provided, and the same shall be conducted and concluded
under such prior ordinances.
Section 4:
If any section, subsection, sentence, clause, phrase, or portion of this Resolution is for
any reason held invalid or unconstitutional in a court of competent jurisdiction, such
portion shall be deemed a separate, distinct and independent provision and shall not affect
the validity of the remaining portions thereof.
Section 5:
A duly noticed public hearing on this Resolution was held on the 24th day of January, 2000,
at 5:00 in the City Council Chambers, Aspen City Hall, Aspen, Colorado.
INTRODUCED, READ AND ORDERED PUBLISHED as provided by law,
by the City Council of the City of Aspen on the 1 Oth day of January, 2000.
Attest:
Kathryn S. Koch, City Clerk
Rachel Richards, Mayor
FINALLY, adopted, passed and approved this 24"' day of January, 2000.
Attest:
Kathryn S. Koch, City Clerk
Approved as to form:
John Worcestor, City Attorney
Rachel Richards, Mayor
Jan-06-00 10:05A yu Horn 970,05 5180 P.OZ
Davis HQrnC.
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PLANNING & REAL ESTATE CONSULTING
January 6, 2000
Nick Lelack
Aspen Pitkin Community Development Department
130 South Galena Street
Aspen, Colorado 81611
Re: Moore PUD: Amendment
Dear Nick:
Davis Horn Incorporated represents the Aspen School District in
this land use application. On August 31, 1999 the Aspen School
District filed a land use application requesting four changes to
the "Master Deed Restriction Agreement for the Occupancy and resale
of the Moore Family Project."
The Aspen City Council denied the application in December. The
School District is dropping three of the previous four requested
changes. The change requested by the District appears below.
Concern
A school District employee and family may acquire a unit
restricted to the income, occupancy and price guidelines
and soon after stop working for the School District. The
unit would then no longer be serving the intended purpose
of providing housing for School District employees.
Proposed change
if a School District employee owns and occupies a
"category unit" for at least 10 years while
simultaneously working for the School District, the
employee may continue to own and occupy the unit after
he/she quits working for the School District. If a
School District employee owns and occupies a unit for
less than 10 years while simultaneously working for the
School District, he/she must sell the unit within one
year of terminating employment for the School District.
In either case, when the unit is offered for sale, the
School District will have first right of refusal to
resell the unit to a employee of its choice provided that
ALICE DAYIS. AICP I GLENN HORN. AICP
215 SOUTH MONARCH St. • SWE 104 • ASPEN, COLORADO 81611 . 970/925-6587 • FAX- 970/925-5180
Jan-06-00 10:05A yus� horn 970 25 5180 P.03
the employee meets income and asset guidelines. In the
event the unit is sold to a non -district employee, when
he/she resells the unit the School District will be
offered first right of refusal to resell the unit to a
School District employee.
Please contact me if you have any questions and/or comments.
Thanks.
Sincerely,
DAVIS HORN INCORPORATED
}
G HO AICP
•
MEMORANDUM
TO: Nick Lelack, Community Development Dept.
FROM: Cindy Christensen, Housing Office
DATE: October 21, 1999
RE: REQUEST TO AMEND THE MOORE FAMILY PUD
ISSUE: The School District is requesting approval to amend the Moore Family PUD. The
School District would like the units that are earmarked for them to contain the following
changes:
1. If a School District employee quits his/her employment with the School District with
less than ten years of employment, he/she has one year to sell the unit to another
qualified School District employee.
2. The minimum occupancy rule be exempted as long as the owner agrees to rent
out the other bedroom(s) to another qualified School District employee(s).
3. The Resident Occupied units be exempted from the income and price guidelines.
This will allow no appreciation cap on the RO units.
4. The deed restriction to reflect that the RO units be sold to the School District at a
price not to exceed Category 4 maximum.
BACKGROUND: The Moore Family PUD was approved by the BOCC in 1995. The
applicant received approval for 31 units — 18 to the general lottery, 3 units to the Hospital,
8 units to the School District, and 2 units allocated to the Moore family. The 13
discretionary units were additional units not required for mitigation, however, the applicant
did receive a higher GMQS score for providing the additional units. The resolution
approving the project did not include any exemption for income and price guidelines.
In April of this year, the Housing Board met to discuss two similar issues that the School
District requested. At that time, they were asking that the ownership of the School District
units be contingent on the owner working for the School District. The other issue was that
the School District be permitted to own the designated units and rent those units or sell
those units themselves. The Board denied the School District's request to force a sale if
someone no longer works for the School District, but did approve the School District to
have a first right of refusal to purchase any of the 8 School District discretionary units.
Attached is the memo from Dave Tolen and the minutes of that meeting.
The Moore property was annexed into the City about a month ago, therefore, the
approval or denial of this request lies with City Council.
RECOMMENDATION: The Housing Board reviewed this request at their regular meeting
October 20, 1999. The Board unanimously denied the School District's request and
would ask that City Council also deny the request due to the following:
1. If a School District employee quits his/her employment with the School District with
less than ten years of employment, he/she has one year to sell the unit to another
qualified School District employee.
The Board denied this request. The Housing Board has always maintained that
ownership of a unit should not be tied to a specific job. By doing so, it could give
the upperhand to the employer as to the treatment of the employee. However,
once the owner of that designated unit would decide to sell, the School District
would have the right of first refusal for this unit.
2. The minimum occupancy rule be exempted as long as the owner agrees to rent
out the other bedroom(s) to another qualified School District employee.
The Board denied this request. Due to the lack of affordable housing in the valley,
it is imperative that minimum occupancy be met. Housing Staff believes that the
units that they will be marketing will garner at least 150 to 200 fully qualified
households, therefore, there is not a lack of top priority households for these units.
It would also be harder to regulate that each bedroom is being utilized to its fullest
extent if the minimum occupancy is waived. By allowing a single person to buy a
three -bedroom and try to regulate the rental of the other bedrooms involves more
enforcement work from the Housing Office.
3. The Resident Occupied units be exempted from the income and price guidelines.
This will allow no appreciation cap on the RO units.
The Board denied this request. If this is approved, the only requirement for the RO
units designated to the School District would be that the household has to be
working in Pitkin County. At one time, this was the definition of RO. It was
modified to ensure that RO units remain affordable and targeted to households
that could not still not quite afford free market units. Also, by lifting the appreciation
cap restriction, this could allow for a potential windfall for either the School District
and/or any other owners (see 4 below). Although the deed restriction refers to the
agreement between the School District and the Moore Family Partnership, it has
been the policy of the Housing Office that if there is a restriction stipulated
separately from the deed restriction, the restriction more restrictive. is binding.
Therefore, the income, asset and appreciation cap would be binding on the RO
units stipulated for the School District.
2
4. The deed restriction to reflect that the RO units be sold to the School District at a
price not to exceed Category 4 maximum.
The Board denied this request. This is already stipulated in the agreement
between the School District and the Moore Family Partnership, and was a
separate agreement between the two entities, therefore, should not be added into
the Master Deed Restriction.
In general, the requests outlined above represent policy exemptions. The Board felt that,
as a matter of policy, such policy exemptions are not appropriate for AH units provided
under GMQS but in excess of the AH units required. Any rules and/or restrictions that are
modified only adds to confusion of the housing program and can be perceived negatively.
Therefore, the Board is recommending that City Council deny all of these requests by
recognition the importance of maintaining consistency when dealing with all kinds and
types of units.
3
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EXHIBIT "B"
ALLOCATION OF AFFORDABLE HOUSING LOTS.
kffordable Housing Lots will be established as either Category 3, Category 4, or Resident Occupied,
the issuance of a building permit for the respective lots, which category designation shall be set forth in
the individual Memorandum of Acceptance between the qualified buyer and the Aspen/Pitkin County Housing
Authority. Below is the allocations of the 31 affordable housing lots.
1. The following Affordable Housing Lots are allocated for purchase by the Aspen School District:
2.
3
4
1 RO
4-bedroom
within Block D
1 RO
3-bedroom
within Block F
2 Category 4
3-bedroom
within Block F
3 Category 3
3-bedroom
within Block C
1 Category 3
3-bedroom
within Block A
The Aspen School District will have the right of first offer for any of these specific units, which may
come available for resale. If an owner of one of these units is no longer employed with the Aspen
School District, that owner retains the right of ownership as long as that owner is a qualified
employee of Pitkin County, or retires as specified in the Affordable Housing Guidelines. Further
qualifications and restrictions are set forth in the Memorandum of Understanding Between the Aspen
School District and the James E. Moore Family Partnership, LLLP, recorded on August 10, 1998, at
Reception No. gZdogq I
The following Affordable Housing Lots are allocated for purchase by the Aspen Valley Hospital:
Category 3
3-bedroom
within Block C
Category 3
3-bedroom
within Block A
Category 4
3-bedroom
within Block F
The Aspen Valley Hospital will have the right of first offer for any of these specific units, which may
come available for resale. If an owner of one of these units is no longer employed with the Aspen
Valley Hospital, that owner retains the right of ownership as long as that owner is a qualified
employee of Pitkin County, or retires as specified in the Affordable Housing Guidelines.
The following Affordable Housing Lot is allocated for purchase by the Manager of the Moore Family
PUD:
Category 3 3-bedroom within Block C
The following Affordable Housing Lot is allocated for purchase by a Moore Family member:
Category 3 3-bedroom within Block F
The Moore Family will have the right of first offer for this specific unit to another member of the
Moore family, who is employed in Pitkin County or retired as specified in the Affordable Housing
Guidelines. The Moore Family member must qualified according to employment, but does not have
to meet income, assets or occupancy requirements.
Master Deed Restriction
Page 12
11111111111111111111 IN 11111111 Hill Ill 1111111111111 ill HIM ill in
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EXHIBIT "B" (continued)
5. The following Affordable Housing Lots are subject to the general lottery procedure established by the
Aspen/Pitkin County Housing Authority:
3 Category 3
3-bedroom
within Block C
1 Category 3
3-bedroom
within Block D
5 Category 3
3-bedroom
within Block A
1 Category 3
4-bedroom
within Block D
2 Category 4
3-bedroom
within Block D
4 Category 4
3-bedroom
within Block F
2 Category 4
4-bedroom
within Block D
Maser Deetl Restriction I I"III "III'�I"I IIIII"'lll'I' I'll" Page 17
420489 08/11/1998 10:08A DEED R DAVIS II VI
13 of 14 R 71.00 D 0.00 N 0.00 PITKIN COUNTY CO
MEMORANDUM \A %I a,,
TO: Mayor and City Council
THRU: Steve Barwick, City Manager
John Worcester, City Attorney
Julie Ann Woods, Community Development Director -
Joyce Ohlson, Deputy Director
FROM: Nick Lelack, Planner 06AI-
RE: Moore Family PUD Amendment — School District Request to Change
Master Deed Restriction Agreement for Occupancy and Resale of the
Moore Family Project — Ordinance No. , Series of 2000, First
Reading/Action Item
DATE: January 10, 2000
SUMMARY:
Attached, please find a letter of request from the Aspen School District, represented
by Glenn Horn of Davis -Horn, Inc. to re -apply for one change to the "Master Deed
Restriction Agreement for Occupancy and Resale of the Moore Family Project,"
which is part of the Moore Family PUD. Since the December 6, 1999 public hearing
before City Council, the School District narrowed its original request from four (4)
housing policy changes to one (1) change for the units earmarked for them. Council
denied Ordinance No. 49, Series of 1999, which contained the original four (4)
requests. This new Ordinance _, Series of 2000, approves the School District's
modified request, which is to:
Require an employee who works for the School District for less than 10 years and
who owns and occupies a "category unit" to sell the unit within one year after
terminating employment with the School District.
Community Development staff is not making a recommendation on this
application because the nature of the request is housing policy (not land use
related), which is under the purview of the City Council with advisory
recommendations from the Housing Board and Housing Authority.
PROPOSED MOTION:
"I move to adopt Ordinance Number , Series of 2000, upon First Reading."
CITY MANAGER COMMENTS:
ATTACHMENTS:
Exhibit A -- Letter of Request to Consider Aspen School District's Request
Exhibit B -- Aspen/Pitkin County Housing Authority Referral Comments
Exhibit C -- Master Deed Restriction Agreement for the Occupancy and Resale
of the Moore Family Project, Exhibit B
C:\home\Active Cases\Moore PUD school district housing\Council Memo First Reading Action Item.doc
0 .
ORDINANCE NO. 56
(SERIES OF 1999)
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ASPEN APPROVING
THE MOLLY GIBSON LODGE MINOR PLANNED UNIT DEVELOPMENT, LOTS
O, P AND Q, BLOCK 59, CITY AND TOWNSITE OF ASPEN, PITKIN COUNTY,
COLORADO.
WHEREAS, the Community Development Department received an application (the
Project) from Aspen's Molly Gibson Lodge, LLC, owner of the Molly Gibson Lodge,
represented by Francis X. Krizmanich, located on Lots O, P and Q, Block 59, City and
Townsite of Aspen, for a Minor Planned Unit Development (PUD) to construct an attached
employee dwelling unit to the northwest corner of the Molly Gibson Lodge building located
at 120 West Hopkins Avenue; and,
WHEREAS, the Molly Gibson Lodge is located in the Office Zone District, Medium
Density Residential Zone District (R-6), and Lodge Preservation Overlay (R6-LP) Zone
District; and,
WHEREAS, pursuant to Section 26.445 of the Land Use Code, dimensional
requirements of properties located in the Lodge Preservation (LP) Overlay Zone District may
be established through the PUD review process; and,
WHEREAS, pursuant to Section 26.445 of the Land Use Code, the City Council may
approve a Planned Unit Development during a duly noticed public hearing after considering a
recommendation from the Planning and Zoning Commission made at a duly noticed public
hearing, comments from the general public, a recommendation from the Community
Development Director, and recommendations from relevant referral agencies; and,
WHEREAS, the Fire Marshall, Aspen Consolidated Sanitation District, the City
Water Department, City Engineering, City Parks Department, the Aspen/Pitkin County
Building Department, the Aspen/Pitkin County Housing Authority, and the Community
Development Department reviewed the Project and recommended approval with conditions;
and,
WHEREAS, during a duly noticed public hearing on December 7, 1999, the Planning
and Zoning Commission recommended, by a six to zero (6-0) vote, that the Aspen City
Council approve the Molly Gibson Lodge Minor Planned Unit Development, with conditions
contained herein; and,
WHEREAS, the Aspen City Council has reviewed and considered the development
proposal under the applicable provisions of the Municipal Code as identified herein, has
reviewed and considered the recommendation of the Planning and Zoning Commission, the
Community Development Director, the applicable referral agencies, and has taken and
considered public comment at a public hearing; and,
WHEREAS, the City Council finds that the development proposal meets or exceeds all
applicable development standards and that the approval of the development proposal, with
conditions, is consistent with the goals and elements of the Aspen Area Community Plan; and,
WHEREAS, the City Council finds that this Ordinance furthers and is necessary for the
promotion of public health, safety, and welfare.
Molly Gibson Lodge Minor PUD 18
0
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE
CITY OF ASPEN, COLORADO as follows:
Section 1
Pursuant to the procedures and standards set forth in Title 26 of the Aspen Municipal Code, the
Molly Gibson Lodge Planned Unit Development, consisting of an affordable housing unit
addition to the existing lodge, is approved subject to the conditions of approval described
hereinafter.
Conditions of Approval:
A PUD Agreement shall be recorded within 180 days of the final approval by City
Council and shall include the following:
a. The information required to be included in a PUD Agreement, pursuant to Section
26.445.070(C).
2. A Final PUD Plan shall be recorded within 180 days of the final approval granted by City
Council and shall include:
a. A final plat meeting the requirements of the City Engineer and showing easements,
encroachment agreements and licenses with reception numbers for physical
improvements and parking spaces within City rights -of -way , location of utility
pedestals, and a note stating that a witness corner will be installed on the north east
corner of the property after completion of construction.
b. An illustrative site plan of the project showing the proposed improvements,
landscaping, parking, and the dimensional requirements as approved.
c. A drawing representing the project's architectural character.
d. A drainage plan, including an erosion control plan, prepared by a Colorado licensed
Civil Engineer which maintains sediment and debris on -site during and after
construction. If a ground recharge system is required, a soil percolation report will be
required to correctly size the facility. A 2-year storm frequency should be used in
designing any drainage improvements.
3. The PUD Agreement and the Final PUD Plans shall be recorded prior to an application
for a building permit may be accepted by the Building Department.
4. The building permit application shall include:
a. A copy of the final Ordinance and recorded P&Z Resolution.
b. The conditions of approval, for both the lodge expansion and the Minor PUD, printed
on the cover page of the building permit set.
c. A completed tap permit for service with the Aspen Consolidated Sanitation District..
d. A tree removal permit as required by the City Parks Department and any approval
from the Parks Department Director for off -site replacement or mitigation of removed
trees.
e. A completed curb, gutter, and sidewalk agreement.
Molly Gibson Lodge Minor PUD 19
f. A completed agreement to join any future improvement districts formed for the
purpose of constructing improvements in adjacent public rights -of -way.
g. A lighting plan for the new employee dwelling unit that shows the following:
1) The location and height above grade of light fixtures;
2) The type (such as incandescent, halogen, high pressure sodium) and luminous
intensity of each light source;
3) The type of fixture (such as floodlight, full -cutoff, lantern, coach light);
4) Estimates for site illumination resulting from the lighting, as measured in foot-
candles, should include minimum, maximum and average illumination.
Comparable examples already in the community that demonstrate technique,
specification, and/or light level should be provided if available to expedite the
review process; and
5) Other information deemed necessary by the Community Development
Director to document compliance with provisions of the Land Use Code.
The building plans shall demonstrate an adequate fire sprinkler system and alarm system
for the new portion of the structure.
6. There shall be 150 or greater net livable square feet of living area per person, including
sleeping and bathroom.
7. At least one bathroom shall be provided for shared use by no more than four persons.
8. A kitchen facility or access to a common kitchen shall be provided.
9. The maximum rental rate should not exceed $350 per person for this unit.
10. Prior to issuance of a building permit:
a. The primary contractor shall submit a letter to the Community Development Director
stating that the conditions of approval have been read and understood.
b. All tap fees, impacts fees, and building permit fees shall be paid. If an alternative
agreement to delay payment of the Water Tap and/or Parks Impact fee is finalized, those
fees shall be payable according to the agreement.
11. No excavation or storage of dirt or material shall occur within tree. driplines.
12. All construction vehicles, materials, and debris shall be maintained on -site and not within
public rights -of -way unless specifically approved by the Director of the Streets
Department. All vehicle parking, including contractors' and their employees', shall abide
by the 2 hour residential parking limitation of the area. The applicant shall inform the
contractor of this condition.
13. The applicant shall abide by all noise ordinances. Construction activity is limited to the
hours between 7 a.m. and 7 p.m.
14. Prior to issuance of a Certificate of Occupancy or Certificate of Completion for the
employee unit, a member of the Aspen/Pitkin County Housing Authority shall inspect the
units to determine if the units comply with the representations made in the application.
Molly Gibson Lodge Minor PUD 20
15. Before issuance of a building permit, the applicant shall record the Planning and Zoning
Resolution with the Pitkin County Clerk and Recorder located in the Courthouse Plaza
Building. There is a per page recordation fee. In the alternative, the applicant may pay this
fee to the City Clerk who will record the resolution.
16. That the applicant shall explore the addition of a powder room (sink and toilet) on the
second floor prior to City Council's final consideration of the ordinance.
17. That safety egress windows and a ladder escape mechanism be shown on the building
permit plans. Such safety features shall meet with the approval of the Chief Building
Official.
18. That a deed restriction which meets with the Housing Authority approval be filed in the
records of the County Clerk and Recorder prior to the building permit.
Section 2:
All material representations and commitments made by the applicant pursuant to the
development proposal approvals as herein awarded, whether in public hearing or documentation
presented before the Planning and Zoning Commission or City Council, are hereby
incorporated in such plan development approvals and the same shall be complied with as if
fully set forth herein, unless amended by an authorized entity.
Section 3•
This Ordinance shall not effect any existing litigation and shall not operate as an abatement of
any action or proceeding now pending under or by virtue of the ordinances repealed or amended
as herein provided, and the same shall be conducted and concluded under such prior ordinances.
Section 4:
If any section, subsection, sentence, clause, phrase, or portion of this Ordinance is for any
reason held invalid or unconstitutional in a court of competent jurisdiction, such portion shall
be deemed a separate, distinct and independent provision and shall not affect the validity of the
remaining portions thereof.
Section 5:
Pursuant to Section 26.304.070 of the Municipal Code, the City Clerk shall cause notice of this
Ordinance to be published in a newspaper of general circulation within the City of Aspen no
later than fourteen (14) days following final adoption hereof.
INTRODUCED, READ AND ORDERED PUBLISHED as provided by law,
by the City Council of the City of Aspen on the 13�' day of December, 1999.
Attest:
Kathryn S. Koch, City Clerk Rachel E. Richards, Mayor
FINALLY, adopted, passed and approved this 100' day of January, 2000.
Molly Gibson Lodge Minor PUD 21
Approved as to form: Approved as to content:
John Worcester, City Attorney
Attest:
Kathryn S. Koch, City Clerk
Rachel E. Richards, Mayor
CAhome\Active Cases\Molly Gibson\Mo1lyGibsonPUDcc.doc
Molly Gibson Lodge Minor PUD 22
Jan-06-00 10:05A yusV horn 970# 5
Dc1V1S HOmu..ic-
PLANNING & REAL ESTATE CONSULTING
January 6, 2000
Nick Lelack
Aspen Pitkin Community Development Department
130 South Galena Street
Aspen, Colorado 81611
Re: Moore PUD: Amendment
Dear Nick:
5180 P.02
Davis Horn Incorporated represents the Aspen School District in
this land use application. On August 31, 1999 the Aspen School
District filed a land use application requesting four changes to
the "Master Deed Restriction Agreement for the occupancy and resale
of the Moore Family Project."
The Aspen City Council denied the application in December. The
School District is dropping three of the previous four requested
changes. The change requested by the District appears below.
Concern
A School District employee and family may acquire a unit
restricted to the income, occupancy and price guidelines
and soon after stop working for the School District. The
unit would then no longer be serving the intended purpose
of providing housing for School District employees.
Proposed Change
if a School District employee owns and occupies a
"category unit" for at least 10 years while
simultaneously working for the School District, the
employee may continue to own and occupy the unit after
he/she quits working for the School District. If a
School District employee owns and occupies a unit for
less than 10 years while simultaneously working for the
School District, he/she must sell the unit within one
year of terminating employment for the School District.
In either case, when the unit is offered for sale, the
School District will have first right of refusal to
resell the unit to a employee of its choice provided that
ALICE DAVIS, AICP i GLENN HORN, AICP
215 SOUTH MONARCH ST. • SUITE 104 • ASPEN, COLORADO 81611 . 970/926-6587 • FAX' 970/925-5180
Jan-06-00 10:05A yuse0 horn
970165 5180 P.03
the employee meets income and asset guidelines. In the
event the unit is sold to a non -district employee, when
he/she resells the unit the School District will be
offered first right of refusal to resell the unit to a
School District employee.
Please contact me if you have any questions and/or comments.
Thanks_
Sincerely,
DA IS HORN INCORPORATED
Y
G fi0 AICP
0 0 CXHISIT-B
MEMORANDUM
TO: Nick Lelack, Community Development Dept.
FROM: Cindy Christensen, Housing Office
DATE: October 21, 1999
RE: REQUEST TO AMEND THE MOORE FAMILY PUD
ISSUE: The School District is requesting approval to amend the Moore Family PUD. The
School District would like the units that are earmarked for them to contain the following
changes:
1. If a School District employee quits his/her employment with the School District with
less than ten years of employment, he/she has one year to sell the unit to another
qualified School District employee.
2. The minimum occupancy rule be exempted as long as the owner agrees to rent
out the other bedroom(s) to another qualified School District employee(s).
3. The Resident Occupied units be exempted from the income and price guidelines.
This will allow no appreciation cap on the RO units.
4. The deed restriction to reflect that the RO units be sold to the School District at a
price not to exceed Category 4 maximum.
BACKGROUND: The Moore Family PUD was approved by the BOCC in 1995. The
applicant received approval for 31 units -- 18 to the general lottery, 3 units to the Hospital,
8 units to the School District, and 2 units allocated to the Moore family. The 13
discretionary units were additional units not required for mitigation, however, the applicant
did receive a higher GMQS score for providing the additional units. The resolution
approving the project did not include any exemption for income and price guidelines.
In April of this year, the Housing Board met to discuss two similar issues that the School
District requested. At that time, they were asking that the ownership of the School District
units be contingent on the owner working for the School District. The other issue was that
the School District be permitted to own the designated units and rent those units or sell
those units themselves. The Board denied the School District's request to force a sale if
someone no longer works for the School District, but did approve the School District to
have a first right of refusal to purchase any of the 8 School District discretionary units.
Attached is the memo from Dave Tolen and the minutes of that meeting.
The Moore property was annexed into the City about a month ago, therefore, the
approval or denial of this request lies with City Council.
•
eicNl t?�6-- A
:
RECOMMENDATION: The Housing Board reviewed this request at their regular meeting
October 20, 1999. The Board unanimously denied the School District's request and
would ask that City Council also deny the request due to the following:
1. If a School District employee quits his/her employment with the School District with
less than ten years of employment, he/she has one year to sell the unit to another
qualified School District employee.
The Board denied this request. The Housing Board has always maintained that
ownership of a unit should not be tied to a specific job. By doing so, it could give
the upperhand to the employer as to the treatment of the employee. However,
once the owner of that designated unit would decide to sell, the School District
would have the right of first refusal for this unit.
2. The minimum occupancy rule be exempted as long as the owner agrees to rent
out the other bedroom(s) to another qualified School District employee.
The Board denied this request. Due to the lack of affordable housing in the valley,
it is imperative that minimum occupancy be met. Housing Staff believes that the
units that they will be marketing will garner at least 150 to 200 fully qualified
households, therefore, there is not a lack of top priority households for these units.
It would also be harder to regulate that each bedroom is being utilized to its fullest
extent if the minimum occupancy is waived. By allowing a single person to buy a
three -bedroom and try to regulate the rental of the other bedrooms involves more
enforcement work from the Housing Office.
3. The Resident Occupied units be exempted from the income and price guidelines.
This will allow no appreciation cap on the RO units.
The Board denied this request. If this is approved, the only requirement for the RO
units designated to the School District would be that the household has to be
working in Pitkin County. At one time, this was the definition of RO. It was
modified to ensure that RO units remain affordable and targeted to households
that could not still not quite afford free market units. Also, by lifting the appreciation
cap restriction, this could allow for a potential windfall for either the School District
and/or any other owners (see 4 below). Although the deed restriction refers to the
agreement between the School District and the Moore Family Partnership, it has
been the policy of the Housing Office that if there is a restriction stipulated
separately from the deed restriction, the restriction more restrictive is binding.
Therefore, the income, asset and appreciation cap would be binding on the RO
units stipulated for the School District.
2
0
4. The deed restriction to reflect that the RO units be sold to the School District at a
price not to exceed Category 4 maximum.
The Board denied this request. This is already stipulated in the agreement
between the School District and the Moore Family Partnership, and was a
separate agreement between the two entities, therefore, should not be added into
the Master Deed Restriction.
In general, the requests outlined above represent policy exemptions. The Board felt that,
as a matter of policy, such policy exemptions are not appropriate for AH units provided
under GMQS but in excess of the AH units required. Any rules andior restrictions that are
modified only adds to confusion of the housing program and can be perceived negatively.
Therefore, the Board is recommending that City Council deny all of these requests by
recognition the importance of maintaining consistency when dealing with all kinds and
types of units.
3
5xk I gar' C.
Moowr 4AILY PUD JV KT,EP.- vdt 9aTa-+cr1c,a
EXHIBrr "B" OU0 PA#J GY b!0 'ems ALE -
OF THG MOOR-r
ALLOCATION OF AFFORDABLE HOUSING LOTS. �A*A% L.Y p143 EST
The Affordable Housing Lots will be established as either Category 3, Category 4, or Resident Occupied,
upon the issuance of a building permit for the respective lots, which category designation shall be set forth in
the individual Memorandum of Acceptance between the qualified buyer and the Aspen/Pitkin County Housing
Authority. Below is the allocations of the 31 affordable housing lots.
1. The following Affordable Housing Lots are allocated for purchase by the Aspen School District:
1 RO 4-bedroom within Block D
1 RO 3-bedroom within Block F
2 Category 4 3-bedroom within Block F
3 Category 3 3-bedroom within Block C
1 Category 3 3-bedroom within Block A
The Aspen School District will have the right of first offer for any of these specific units, which may
come available for resale. If an owner of one of these units is no longer employed with the Aspen
O School District, that owner retains the right of ownership as long as that owner is a qualified O
employee of Pitkin County, or retires as specified in the Affordable Housing Guidelines. Further
qualifications and restrictions are set forth in the Memorandum of Understanding Between the Aspen
School District and the James E. Moore Family Partnership, LLLP, recorded on August 10, 1998, at
Reception No.��i9
2. The following Affordable Housing Lots are allocated for purchase by the Aspen Valley Hospital:
1 Category 3 3-bedroom within Block C
1 Category 3 3-bedroom within Block A
1 Category 4 3-bedroom within Block F
The Aspen Valley Hospital will have the right of first offer for any of these specific units, which may
come available for resale. If an owner of one of these units is no longer employed with the Aspen
Valley Hospital, that owner retains the right of ownership as long as that owner is a qualified
employee of Pitkin County, or retires as specified in the Affordable Housing Guidelines.
3. The following Affordable Housing Lot is allocated for purchase by the Manager of the Moore Family
PUD:
1 Category 3 3-bedroom within Block C
4. The following Affordable Housing Lot is allocated for purchase by a Moore Family member:
1 Category 3 3-bedroom within Block F
The Moore Family will have the right of first offer for this specific unit to another member of the
Moore family, who is employed in Pitkin County or retired as specified in the Affordable Housing
Guidelines. The Moore Family member must qualified according to employment, but does not have
to meet income, assets or occupancy requirements.
Master Deed Restriction
Paqe 1_
iniiiIIIII 111111111111111111111111111111111111111111,
EXHIBIT "B" (continued)
wing Affordable Housing Lots are subject to the general lottery procedure established by the
tkin County Housing Authority:
Category 3
3-bedroom
within Block C
Category 3
3-bedroom
within Block D
Category 3
3-bedroom
within Block A
Category 3
4-bedroom
within Block D
Category 4
3-bedroom
within Block D
Category 4
3-bedroom
within Block F
Category 4
4-bedroom
within Block D
Master Deed Restriction 111111111111 HIM 1111111111111111111111111111111i11111
48S 08/11/1998 10:08A DEED RES DAVIS SILVI
13 of 14 R 71.00 D 0.00 N 0.00 PITKIN COUNTY CO
Page 13
MEMORANDUM
TO: Mayor and City Council
THRU: Amy Margerum, City Manager
John Worcester, City Attorney
Julie Ann Woods, Community Development Directo
Joyce Ohlson, Deputy Director `4kO
FROM: Nick Lelack, PlanneW�
RE: Moore Family PUD Amendment — School District Request to Change
Master Deed Restriction Agreement for Occupancy and Resale of the
Moore Family Project — Continue Second Reading/Public Hearing to
December 6, 1999
DATE: November 22, 1999
SUMMARY:
The Aspen School District, represented by Glenn Horn of Davis Horn, Inc., has
requested a continuation to December 6, 1999 for the Second Reading/Public Hearing
on Ordinance 49. This Ordinance proposes changes to the "Master Deed Restriction
Agreement for Occupancy and Resale of the Moore Family Project"; these changes
are discussed in the attached Memorandum.
Community Development staff recommends continuing this application to
December 6, 1999.
PROPOSED MOTION:
"I move to continue the public hearing on Ordinance Number 49, Series of 1999,
to December 6, 1999."
CITY MANAGER COMMENTS:
EXHIBITS:
Exhibit A — Applicant's Request for Continuation
C:\home\Active Cases\Moore PUD school district housing\Council Memo continue.doc
LI
L-1
MEMORANDUM
TO: Mayor and City Council
THRU: Amy Margerum, City Manager
John Worcester, City Attorney
Julie Ann Woods, Community Development Director
Joyce Ohlson, Deputy Directory
FROM: Nick Lelack, PlannerW)--
RE: Moore Family PUD Amendment — School District Request to Change
Master Deed Restriction Agreement for Occupancy and Resale of the
Moore Family Project — Second Reading/Public Hearing
DATE: November 22, 1999
SUMMARY:
The Aspen School District has applied for changes to the "Master Deed Restriction
Agreement for Occupancy and Resale of the Moore Family Project," which is part of
the Moore Family PUD. The School District is requesting four (4) housing policy
changes for the eight (8) units earmarked for them. Below is a brief description of
each request followed by the City Council's, Board of County Commissioners
(BOCC), and Housing Board's actions and issues raised.
1. Require an employee who works for the School District for less than 10 years and
who owns and occupies a "category unit" to sell the unit within one year after
terminating employment with the School District.
Actions:
Council: voted 4-1 to deny the request (Markalunas dissented) on First Reading.
BOCC: voted 3-0 to approve the request.
Housing Board: voted 4-0 to deny the request.
Issues raised in support of the request:
-t The Moore Family intended the units to be built for and used by the School
District, and the units will not be used as intended if an employee stops working
for the School District and retains the unit;
4, The units are in close proximity to the school, therefore minimizing travel to
work;
-t School District employees are more essential to the community than other
employees;
4, The School Board is working on obtaining affordable housing units for District
employees; and
-k There is a potential for a sliding scale for retention of the units; for example, an
employee may be able to retain the unit after terminating employment with the
District for one-half the time of their employment term.
Issues raised against the request:
4, The Housing Board has always maintained that ownership of a unit should not be
tied to a specific job for several reasons, including:
A Individual rights of employees might be compromised (i.e., no salary raise,
unfair dismissal); and
A "Indentured servitude" or classifying one employee or set of employees as
more important than others in the community is not possible.
t The units were not paid for or supplied by the School District; and
4 The District already has control over other units at the AABC, Highlands Villas,
West Ranch Subdivision, Cemetery Lane.
2. Exempt a School District employee from the minimum occupancy guidelines
provided that the School District employee rents any bedroom not occupied by an
owner or owner's family member to a School District employee.
Actions:
Council: voted 5-0 to deny the request on First Reading.
BOCC: voted 3-0 to approve the request.
Housing Board: voted 4-0 to deny the request.
Issues raised in support of the request:
A The minimum occupancy guidelines of one person per bedroom precludes
employees without children from acquiring a unit and renting to another
employee to meet the guidelines.
Issues raised against the request:
4, Due to the lack of affordable housing in the valley, it is imperative that
minimum occupancy be met. By allowing a single person to buy a three -
bedroom unit and try to regulate the rental of the other bedrooms involves
more enforcement work from the Housing Office.
.4, Many familyies are on the waiting list that could immediately meet this
requirement.
3. Restrict the Resident Occupied (RO) units only to the occupancy guidelines and
exempt them from the income and price guidelines.
Actions:
Council: voted 5-0 to deny the request on First Reading.
BOCC: voted 3-0 to approve the request.
Housing Board: voted 4-0 to deny the request.
Issues raised in support of the request:
4, Lifting the income and assets cap would allow top administrators that do not
meet these requirements to purchase a unit.
Issues raised against the request:
-4, Lifting the appreciation cap would be counterproductive to keeping the units
"affordable" and may result in units that escalate in price beyond future
employees' (or the School District's) ability to repurchase these units.
4. Require the developer to sell the two (2) Resident Occupied (RO) units to the
School District for prices not to exceed the Category four (4) guidelines.
Actions:
Council: voted 5-0 to deny the request on First Reading.
BOCC: voted 3-0 to approve the request.
Housing Board: voted 4-0 to deny the request.
Issues raised in support of the request:
4, This is a clean-up item to make the Master Deed Restriction consistent with
the agreement between the Moore Family and Aspen School District.
Issues raised against the request:
A Since this request is already stipulated in the agreement between the School
District and the Moore Family Partnership, and was a separate agreement
between the two (2) entities, it should not be added to the Master Deed
Restriction.
Community Development staff is not making a recommendation on this
application because the nature of the request is housing policy (not land use
related), which is under the purview of the City Council with advisory
recommendations from the Housing Board and Housing Authority.
PROPOSED MOTION:
"I move to adopt Ordinance Number&qupon Second Reading."
CITY MANAGER COMMENTS:
C:\home\Active Cases\Moore PUD school district housing\Council Memo second reading.doc
ORDINANCE NO.4q
(SERIES OF 1999)
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ASPEN, COLORADO,
AMENDING THE MASTER DEED RESTRICTION AGREEMENT FOR OCCUPANCY
AND RESALE OF THE MOORE FAMILY PROJECT OF THE MOORE FAMILY
PLANNED UNIT DEVELOPMENT.
WHEREAS, the Board of County Commissioners (BOCC) of Pitkin County, Colorado,
granted subdivision approval of the Moore Family Planned Unit Development (Moore Family
PUD) by adopting Resolution Numbers 95-30 and 98-57, and required the condition that the
James E. Moore Family Partnership, LLLP, enter into a Master Deed Restriction Agreement for
Occupancy and Resale of the Moore Family Project (Agreement) with the Aspen/Pitkin County
Housing Authority, and the Agreement was made and entered into on August 10, 1998; and,
WHEREAS, on June 28, 1999, City Council adopted Ordinance No. 24, Series of 1999,
(the Ordinance),which approved the annexation of the Moore Family PUD; and,
WHEREAS, the Aspen School District, on behalf of the James E. Moore Family
Partnership, LLLP, has requested a substantive amendment to the Agreement; and,
WHEREAS, the Community Development Department has received and provided referral
comments from the Housing Authority and advisory recommendations from the Housing Board
and BOCC; and,
WHEREAS, the City Council finds that the spirit and intent of Ordinance 24, Series of
1999, is furthered by the adoption of this Ordinance and that the changes to the Master Deed
Restriction for Occupancy and Resale of the Moore Family Project is in the best interests of the
City; and,
WHEREAS, the City Council finds that this Ordinance furthers and is necessary for the
promotion of public health, safety, and welfare.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
ASPEN, COLORADO, THAT:
Section 1:
The Moore Family PUD Master Deed Restriction for Occupancy and Resale of the Moore Family
Project be amended to contain the following provisions:
1. Require an employee who works for the Aspen School District for less than 10 years and who
owns and occupies a "category unit" to sell the unit within one year after terminating
employment with the Aspen School District. And, when the unit is offered for sale, the
Aspen School District will be offered the first right of refusal to purchase and resell the unit
to a School District employee.
2. Exempt an Aspen School District employee from the minimum occupancy guidelines
provided that the Aspen School District employee rents any bedroom not occupied by an
owner or owner's family member to an Aspen School District employee.
3. Restrict the Resident Occupied units only to the occupancy guidelines and exempt such units
from the income and price guidelines.
4. Require Zoom Flume LLC, the developer, to sell the two Resident Occupied units to the
Aspen School District for prices not to exceed the Aspen/Pitkin Housing Authority Category
4 guidelines.
INTRODUCED, READ AND ORDERED PUBLISHED as provided by law,
by the City Council of the City of Aspen on the 25th day of October, 1999.
Attest:
Kathryn S. Koch, City Clerk
FINALLY, adopted, passed and approved this
Attest:
Kathryn S. Koch, City Clerk
Approved as to form:
John Worcestor, City Attorney
CAhome\Active Cases\Moore PUD school district housing\Reso.doc
Rachel Richards, Mayor
day of
1999.
Rachel Richards, Mayor
Davis Iorn-
PLANNING & REAL ESTATE CONSULTING
August 31, 1999
Joyce Ohlson
City of Aspen Community Development Department
130 South Galena Street
Aspen, Colorado 81611
Re: Moore Family PUD: Amendment
Dear Joyce:
Davis Horn Incorporated represents the Aspen School District
("applicant") in this land use application. As you know, Zoom
Flume LLC, is the successor in title to the James E. Moore Family
Partnership. Zoom Flume LLC, is the ("developer") of the Moore
Family PUD. The developer has committed to construct eight
affordable housing units and sell them to the applicant.
The applicant is seeking minor changes to the "Master Deed
Restriction Agreement for Occupancy and Resale of the Moore Family
Project" (see Attachment 1). This application is being submitted
pursuant to City of Aspen Ordinance NO. 24 Series of 1999, an
ordinance which annexed the Moore Family PUD and established a
procedure for the City of Aspen Community Development Director to
approve minor PUD amendments (see Attachment 2).
BACKGROUND
The Moore Family PUD will include 31 single-family detached
affordable housing units. Eighteen of the affordable housing units
were required to satisfy the Moore Family PUD affordable housing
exaction as part of the Metro Area Residential Growth Management
Quota System. The developer is constructing the remaining 13
affordable housing units for the general benefit of the local
community. The Pitkin County Board of County Commissioners
permitted the developer to sell the 13 "discretionary" affordable
housing units in the following manner:
* Three units to qualifying employees of the Aspen Valley
Hospital;
* Two units to Moore Family members; and
* Eight units to the Aspen School District.
The eight units allocated to the applicant fall in the following
ALICE DAVIS, AICP I GLENN HORN, AICP
215 SOUTH MONARCH ST. • SUITE 104 • ASPEN, COLORADO 81611 • 970/925-6587 • FAX: 970/925-5180
Joyce Ohlson
August 31, 1999
Page 2
categories (see Attachment 3: Moore PUD Site Plan):
* 1 Resident Occupied-4-bedroom unit within Block D;
* 1 Resident Occupied 3-bedroom unit within Block F;
* 2 Category 4 three -bedroom units within Block F;
* 3 Category 3 three -bedroom units within Block C; and
* 1 Category 3 three bedroom units within Block A.
Attachment 1, the Master Deed Restriction (see p.2); states that:
"The units set aside for the Aspen School District and
Aspen Valley Hospital will need to follow the same
restrictions, but these entities will have right of first
refusal to resell one of these units to an employee of
their choice as long as income and asset guidelines are
met, and occupancy restrictions."
Attachment 1, Exhibit B includes the following additional language
which addresses the eight School District units.
"The Aspen School District will have the right of first
offer for any of these specific units, which may come
available for resale. If an owner of one of these units
is no longer employed with the Aspen School District,
that owner retains the right of ownership as long as that
owner is a qualified employee of Pitkin County or retires
as specified in the Affordable Housing Guidelines.
Further qualifications and restrictions are set forth in
the Memorandum of Understanding Between the Aspen School
District and the James E. Moore Family Partnership, LLLP,
recorded on August 10, 1998 at Reception No. 420491."
Attachment 4, the Memorandum of Understanding Between the Aspen
School District and the James E. Moore Family Partnership, LLLP,
recorded on August 10, 1998 at Reception No. 420491 includes the
following language:
"One four (4) bedroom unit will be constructed in Pod two (2),
Phase two (2) and sold to the District. One three (3) bedroom
unit will be constructed in Pod four (4), Phase three (3) and
sold to the District. The initial sales price of these two
(2) units shall not exceed the maximum sales price for
Category four (4) single family dwelling units as defined in
the Aspen Pitkin County Housing Authority Guidelines in effect
Joyce Ohlson
August 31, 1999
Page 3
at the time of the sale. After the sale, the units will be
subject to the Aspen Pitkin Housing Authority Resident
Occupied (RO) guidelines for occupancy only, income and sales
guidelines shall not apply. The District may rent or sell the
units to District employees."
The preceding language addressing the two Resident Occupied units
reflects agreements reached between Pitkin County and James E.
Moore Family Partnership, but is inconsistent the Master Deed
Restriction (Attachment 1) in the following two ways.
1. The Master Deed Restriction does not require the
developer to sell the units to the School District with
a topset price consistent with Category 4 guidelines.
2. The Master Deed Restriction mistakenly restricts the
Resident Occupied units to all the RO guidelines. The
James E. Moore Family Partnership and Pitkin County
agreed during the land use review process that the units
would only be restricted to the Resident Occupied
guidelines for occupancy only.
This summer the Aspen School District Board of Education attended
a joint meeting with the Pitkin County Board of County
Commissioners and the Aspen City Council. At the meeting, the
School Board indicated to the other Boards specific concerns
regarding the Master Deed Restriction and sought advice on how to
address the concerns. The Board of County Commissioners and the
City Council suggested that the School Board file a land use
application requesting changes to the Master Deed Restriction.
REQUESTED CHANGES TO THE
MASTER DEED RESTRICTION AGREEMENT FOR
THE OCCUPANCY AND RESALE OF THE MOORE FAMILY PROJECT
This section identifies the specific concerns of the School
District and proposes changes to the Master Deed Restriction
Agreement to resolve the problems.
1. Concern
A School District employee and family may acquire a unit
restricted to the income, occupancy and price guidelines
and soon after stop working for the School District, but
continue to own the unit. The unit would then no longer
be serving the intended purpose of providing housing for
School District employees.
•
Fj
Joyce Ohlson
August 31, 1999
Page 4
Proposed Change
If a School District employee owns and occupies a
"category unit" for at least 10 years while
simultaneously working for the School District, the
employee may continue to own and occupy the unit after
he/she quits working for the School District. If a
School District employee owns and occupies a unit for
less than 10 years while simultaneously working for the
School District, he/she must sell the unit within one
year of terminating employment for the School District.
In either case, when the unit is offered for sale, the
School District will have first right of refusal to
resell the unit to a employee of its choice provided that
the employee meets income and asset guidelines. In the
event the unit is sold to a non -district employee, when
he/she resells the unit the School District will be
offered first right of refusal to resell the unit to a
School District employee.
2. Concern
The Master Deed Restriction requires an owner to meet
occupancy guidelines. The minimum occupancy guidelines
of one person per bedroom precludes a School District
employee without children from acquiring a dwelling unit
and renting a bedroom to another School District employee
to meet occupancy guidelines.
Proposed Change
The Master Deed Restriction should be amended to permit
a School District employee to be exempted from the
minimum occupancy guidelines provided that the School
District employee rents any bedroom not occupied by an
owner or owner's family member to a School District
employee.
3. Concern
The Master Deed Restriction requires the occupant of the
two Resident Occupied units to comply with all the
Resident Occupied guidelines.
Proposed Change
The Master Deed Restriction should be amended so that the
Resident Occupied units are restricted only to the
Joyce Ohlson
August 31, 1999
Page 5
occupancy guidelines and be exempted from the income and
price guidelines. An owner of a Resident Occupied unit
should be permitted to satisfy the minimum occupancy (one
person per bedroom) by renting a bedroom to a School
District employee.
4. Concern
The Master Deed Restriction does not require the
developer to sell the two Resident Occupied units to the
School District at a price equal to or less than the
Category 4 guidelines.
Proposed Change
The Master Deed Restriction should be amended to
establish that the payment from the School District to
the developer for the two Resident Occupied units will
not exceed the Category 4 guidelines.
LAND USE APPROVALS
On June 28, 1999 the City of Aspen approved Ordinance No. 24 Series
of 1999 which approved a procedure and standards for minor PUD
amendments to the Moore Family PUD (see Attachment 2). Section 4
of the ordinance states the procedure is intended to address
changes to "elements or conditions of the development permit."
This section of the application demonstrates compliance with the
standards. The standards appear in bold followed by the
applicant's response.
Standard a.
The amendment must be a clarification or a technical
correction to the plat.
Response
The amendment does not affect the Moore PUD plat. Rather it
addresses deed restrictions.
Standard b.
The amendment must not change the use of the proposed
development between residential, commercial and tourist
accommodations uses.
Response
•
0
Joyce Ohlson
August 31, 1999
Page 6
Changes in uses are not proposed.
Standard c.
The amendment must be consistent with action taken during the
review of the original development and does not constitute new
land development activity.
Response
The level of development activity will be identical to the
activity approved in the Moore PUD land use review. The goal
of the developer is to provide long-term housing to meet the
needs of the Aspen School District. The minor amendment is
consistent with actions taken by the Board of County
Commissioners during the land use review to provide affordable
housing to meet the needs of the District.
Standard d.i.
The proposed activity does not change the basic character of
the approved use land on which the activity occurs including
the basic visual appearance and method of operation.
Response
The proposed amendment does not affect the basic character of
the approved use of land.
Standard d.ii.
The proposed activity does not increase off -site impacts in
the surrounding neighborhood.
Response
Off -site impacts on the surrounding neighborhood are not
affected by the proposed amendment.
Standard d.iii.
The proposed activity does not endanger public health, safety
or welfare.
Response
The proposed amendment does not affect public health, safety
or welfare.
Joyce Ohlson
August 31, 1999
Page 7
Standard d.iv.
The proposed activity does not substantially increase the need
for on -site parking or utilities, or affect affordable housing
generation.
Response
The minor amendment does not affect on -site parking, utilities
or affordable housing generation.
Standard d.v.
The proposed activity does not increase the floor area of the
use by more than two (2) percent or decrease open space on the
site by more than three (3) percent.
Response
Open space and floor area are not affected by the proposed
amendment.
111viY&AIV4
The School District is seeking a minor amendment to the Moore PUD
so that eight affordable housing units earmarked for the School
District better meet the needs of the School District. The
proposed amendment complies with the minor PUD amendment standards
established in City or Aspen Ordinance NO. 24 series of 1999.
The Board of County Commissioners and City Council expressed
conceptual support for the changes this summer at a meeting with
the School Board. The applicant requests the City of Aspen to
expedite the review of this application so minor PUD amendment is
approved well before the completion of the affordable housing units
this fall.
The applicant is submitting $ 715.00 ($ 255 flat fee & $ 460
deposit) with this application. The following materials are
attached to this letter for your information.
Attachment 1: Master Deed Restriction Agreement for
Occupancy and Resale of the Moore Family
Project
Attachment 2: City of Aspen Ordinance NO. 24 Series of 1999
Joyce Ohlson
August 31, 1999
Page 8
Attachment 3: Moore PUD Site Plan
Attachment 4: Memorandum of Understanding Between the Aspen
School District and the James E. Moore Family
Partnership, LLLP, recorded on August 10,
1998 at Reception No. 420491
Attachment 5: Letter from the Aspen School District
authorizing Davis Horn Incorporated to submit
a land use application to the City of Aspen
and represent the School District in the land
use approval process
Attachment 6: Letter from Zoom Flume LLC authorizing the
Aspen School District to submit a land use
application to the City of Aspen requesting
changes to the Master Deed Restriction
Agreement for Occupancy and Resale of the
Moore Family Project
Please contact me at 925-6587 if I can provide any additional
information and or materials. Thank you for your assistance.
Sincerely,
DA78 HORN INCORPORATED
GLE HORN AICP
Moore.Sch
C�
. ATi1 AMENT
MASTER DEED RESTRICTION AGREEMENT
FOR THE OCCUPANCY AND RESALE
OF THE MOORE FAMILY PROJECT
THIS MASTER DEED RESTRICTION AGREEMENT FOR THE OCCUPANCY AND RESALE OF
(PROJECT) (the "Agreement") is made and entered into this 10th day of August, 1998, by the James E.
Moore Family Partnership, LLLP, a Colorado limited liability limited partnership (hereinafter referred to as
"Declarant"), for the benefit of the parties and enforceable by the ASPEN/PITKIN COUNTY HOUSING
AUTHORITY (hereinafter referred to as "APCHA"), a duly constituted multi -jurisdictional Housing Authority
established pursuant to the AMENDED AND RESTATED INTERGOVERNMENTAL AGREEMENT by and
between the City of Aspen, Colorado (the "City") and Pitkin County, Colorado (the "County"), dated
September 26, 1989 and recorded in Book 605 at Page 751 of the records of the Pitkin County Clerk and
Recorder's Office.
WITNESSETH:
WHEREAS, Declarant owns the real property described in Exhibit "A" attached hereto and
incorporated herein. For purposes of this Agreement, the real property and all dwellings, appurtenances,
improvements and fixtures associated therewith shall hereinafter be referred to as the "Property"; and
WHEREAS, as a condition of the approval granted by the Board of County Commissioners of Pitkin
County, Colorado, Resolution Numbers 95-30 and 98-57, for subdivision approval of the Property, the
Declarant is required to enter into this Agreement; and
WHEREAS, Declarant agrees to restrict the acquisition or transfer of the Property to "Qualified
Buyers," as that term is defined in this Agreement, who fall within the Categories as stated in "Exhibit B", and
as stated in each individual Memorandum of Acceptance, established and adopted by the APCHA from time
to time in it's Affordable Housing Guidelines. In addition, the Declarant agrees that this Agreement shall
constitute an initial sales price based on the Aspen/Pitkin County 1998 Affordable Housing Guidelines
and the terms and provisions controlling the resale of the Property. Finally, by this Agreement, Declarant
restricts the Property against use and occupancy inconsistent with this Agreement; and
WHEREAS, there are a total of 31 units. Of these 31 units, two Category 3 three -bedroom units,
9Lie Category 4 four -bedroom unit to be allocated togualif ing employees of the Aspen Valley_ Hospital_,
District; two Resident Occupied four -bedroom units, two Category 4 three -bedroom units, and four Category
3 three -bedroom units to be allocated to the Aspen School District; and two Category 3 three -bedroom !_nits
to -be -allocated to the Moore Family: the 18 remaining units will consist of one Category 4 four-bedroom_unit,
seven_Category-4_thrEemhedroo units. and ten Category 3_three-hedrownuniLsx- he. remaining AB units will
be_sold_ aakl erasystem through the APCHA; and
WHEREAS, "Qualified Buyers" are natural persons meeting the income, residency and all other
qualifications set forth in the Aspen/Pitkin County Housing Authority Affordable Housing Guidelines
(hereinafter "the Affordable Housing Guidelines"), or its substitute, as adopted by the APCHA, or its
successor, except as otherwise provided in Exhibit "B", and in effect at the time of the closing of the sale to
the Qualified Buyer, and who must represent and agree pursuant to this Agreement to occupy the Property
as their sole place of residence, not to engage in any business activity on the Property, other than that
permitted in that zone district or by applicable ordinance, and not to sell or otherwise transfer the Property, for
use in a trade or business.
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•
WHEREAS, an -Owner' is a person or persons who ig/are a Qualified Buyer who acquires an
ownership interest in the Property in compliance with the terms and provisions of this Agreement; it being
understood that such person or persons shall be deemed an "Owner hereunder only during the period of
his, her or their ownership interest In the Property and shall be obligated hereunder for the full and complete
performance and observance of all covenants, conditions and restrictions contained hensin during such
period.
WHEREAS, a'Unir Is any of the units looted on Lots 28e through 31e, Block A: Lots 17e through
24e, Block C, Dots 10e through 16e, Block D; and Lots 1e through 9e, Block F which comprise the property,
and which each until will be stipulated in a separate Memorandum of Acceptance.
NOW, THEREFORE, for value received, _the receipt and suf icienc of which is hereby
acknowledged, DeGarant herebyrre4rese.nts,_coyenapts and. agrees as ollows (tire units set aside for the
Aspen School District and Aspen Valley Hospltai will need to follow the same restrictions) but these —entitles
�!v►1[have Wight of f to resell one of these units In an employee of their choice as long as Income and
asset_guidellnes are met, and oaarpancy restrictions):
1. The use and occupancy of the Property shall henceforth be limited exctusivefy to housing for natural
persons who meet the definition of Qualifled Buyers and their famAles.
2. An Owner, In connection with the purchase of this Property or Unit, must: a) occupy any Unit within
this Property as his or her sole place of residence during the Vme that such unit is owned; b) not
engage in any business activity on or In such Unit. other than permitted in that zone district or by
applicable ordinance; c) sell or otherwise transfer such Unit only in accordance with this Agreement
and the Affordable Housing Guidelines; d) not sell or otherwise transfer such Unit for use in a trade
or business; e) not pem,lt any use or occupancy of such Unit except In compllance with this
Agreement; and f) continue to be employed as required by the applicable APCFIA Guidelines.
it shall be a breach of this Agreement for Owner to default in payments or other obligations
due or to be performed under a promissory note segued by a first deed of trust
enaimberirig the Property or a Unit. Owner must notify the APCHA, In writing, of any
notification received from a lender, or fts assigns, of past due payments or default in
payment or other obllgatioris due or to be pe0orrrred under a promissory note secured by a
first deed of trust, as described herein, within five calendar days of Owner's notification from
lender, or its assigns, of said default or past duo payments_
Upon notification from Owner, as provided above, or other notice of such default, the
APCHA may offer Loan counseling or distressed loan services to the Owner. If any of these
services are available, and is entitled to require the Owner to sell the Property or a Unit to
avoid the commencement of any kmdosure proceeding against the Property or a Unit_ In
the event that the APCHA determines that sale of the Property or a Unit is necessary.
Owner shall immediately execute a standard Listing Contract on forms approved by the
Colorado Real Estate Commission with the APCHA, providing for a 30-day listing period. At
that time, the Owner shall deposit with the APCHA an amount equal to one percent (1 %) of
the estimated value of the Unit. if a sales contract has not been executed within the initial
30-day period, Owner shall extend the listing period for an additional 180 days, provided
such extension does riot conflict with the statutory rights of any secured creditors, The
APCHA shall promptly advertise the Property for sale by compefitive bid to Quallffad Buyers.
At the time of dosing, the Owner shell pay to the APCHA an additional one percent (I %), for
a maximum fee of two percent (2%). In the event of a listing of the Property pursuant to this
Iio•c•r Daud R ztriCtion F•qe z
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Paragraph 3, the APCHA is entitled to require the Owner to accept the highest of any
qualified bids which satisfies the Owner's financial or other obligations due under the
promissory note secured by a first deed of trust and any deed of trust in favor of the APCHA,
as described herein, and to sell the Property to such qualified bidder.
C. Upon receipt of notice as provided in paragraphs 3a and b, the APCHA shall have the right,
in it's sole discretion, to cure the default or any portion thereof. In such event, the Owner
shall be personally liable to APCHA for past due payments made by the APCHA together
with interest thereon at the rate specified in the promissory note secured by the first deed of
trust, plus one percent (1%), and all actual expenses of the APCHA incurred in curing the
default. The Owner shall be required by APCHA to execute a promissory note secured by
deed of trust encumbering the Property in favor of the APCHA for the amounts expended by
the APCHA as specified herein, including future advances made for such purposes. The
Owner may cure the default and satisfy it's obligation to the APCHA under this
subparagraph at any time prior to execution of a contract for sale, upon such reasonable
terms as specified by the APCHA. Otherwise, Owner's indebtedness to the APCHA shall be
satisfied from the Owner's proceeds at closing.
4. This Agreement shall constitute covenants running with the Property, as a burden thereon, for the
benefit of, and shall be specifically enforceable by the APCHA, the City Council for the City (the "City
Council"), the Board of County Commissioners for the County (the "County"), and their respective
successors and assigns, as applicable, by any appropriate legal action including but not limited to
specific performance, injunction, reversion, or eviction of non -complying owners and/or occupants.
5. In the event that an Owner desires to sell the Property or Unit, the Owner shall execute a standard
Listing Contract on forms approved by the Colorado Real Estate Commission with the APCHA
providing for a 180-day listing period, or such other time period as required by the APCHA Affordable
Housing Guidelines in effect at time of listing. At that time, the Owner shall deposit with the APCHA
an amount equal to one percent (1 %) of the estimated value of the Unit. The APCHA shall promptly
advertise the Property or Unit for sale by competitive bid to Qualified Buyers. At the time of closing,
the Owner shall pay to APCHA an additional one percent (1 %), for a maximum fee of two percent
(2%). If FNMA type financing is used, there may be a fee charged by the APCHA based on the
amount financed. The amount of this fee, which is to be paid by the subsequent Owner, shall be as
set forth in the current Affordable Housing Guidelines and will be distributed to the APCHA Mortgage
Fund Account.
MAXIMUM RESALE PRICE
6. In no event shall the Property or a Unit be sold for an amount ("Maximum Resale Price") in excess of
the lesser of:
a. $_I—, plus an increase of three percent (3%) of such price per year from the date of purchase
to the date of Owner's notice of intent to sell (prorated at the rate of .25 percent for each
whole month for any part of a year); or
b. an amount (based upon the Consumer Price Index, All Items, US City Average, Urban
Wage Earners and Clencal Workers (Revised), published by the US Department of Labor,
Bureau of Labor Statistics) calculated as follows: the Owner's purchase price divided by the
Consumer Price Index published at the time of Owner's purchase stated on the Settlement
`Owner's purchase prtc,., recorded on a separate Memorandum of Acceptance for each individu.._ unit.
Master Deed Restriction
Page 3
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420489 08/11/1998 10:08A DEED RES DAVIS SILVI
Statement, multiplied by the Consumer Price Index current at the date of intent to sell. In no
event shall the multiplier be less than one (1). For purposes of this Agreement, "date of
intent to sell" shall be the date of execution of a listing contract when required by this
agreement, or if a listing contract is not otherwise necessary, the date shall be determined to
be the date upon which a requirement for the Owner to sell is first applicable.
NOTHING HEREIN SHALL BE CONSTRUED TO CONSTITUTE A REPRESENTATION OR
GUARANTEE BY THE APCHA OR THE CITY THAT ON RESALE THE OWNER SHALL OBTAIN
THE MAXIMUM RESALE PRICE.
a. For the purpose of determining the Maximum Resale Price in accordance with this Section,
the Owner may add to the amount specified in Paragraph 6 above, the cost of Permitted
Capital Improvements (as defined in Exhibit "C") in a total amount not to exceed $ 2_, which
is ten percent (10%) of the initial listed purchase price set forth in paragraph 6a above. In
calculating such amount, only those Permitted Capital Improvements identified in Exhibit "C"
hereto shall qualify for inclusion. All such Permitted Capital Improvements installed or
constructed over the life of the unit shall qualify. However, the allowance permitted by this
subsection is a fixed amount, which shall be calculated on a cumulative basis applicable to
the owner and all subsequent purchasers, and shall not exceed the maximum dollar amount
set forth in this subsection 7a.
b. Permitted Capital Improvements shall not include any changes or additions to the Property
made by the Owner during construction or thereafter, except in accordance with Paragraph
7a above. Permitted Capital Improvements shall not be included in the APCHA's. listed
purchase price, even if made or installed during original construction.
In order to qualify as Permitted Capital Improvements, the Owner must furnish to the
APCHA the following information with respect to the improvements which the Owner seeks
to include in the calculation of Maximum Resale Price:
1) Original or duplicate receipts to verify the actual costs expended by the Owner for
the Permitted Capital Improvements;
2) Owner's affidavit verifying that the receipts are valid and correct receipts tendered at
the time of purchase; and
3) True and correct copies of any building permit or certificate of occupancy required
to be issued by the Aspen/Pitkin County Building Department with respect to the
Permitted Capital Improvements.
d. For the purpose of determining the Maximum Resale Price in accordance with this Section,
the Owner may also add to the amounts specked in Paragraphs 6 and 7a, the cost of any
permanent improvements constructed or installed as a result of any requirement imposed by
any governmental agency, provided that written certification is provided to the APCHA of
both the applicable requirement and the information required by Paragraph 7c, 1) - 3).
10% of the ir't-J1 sales price; to be recorded in a separate Memorandum of Acceprar._: for each unit.
Hasler Deed Restriction 111111111111111111111111111111111111111111111111111 Iff
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420489 08/11/1998 10:08A DEED RES DAVIS SILVI
A ..s 1 a o 71 Aa n a MA N M MM PTTKTN rn11NTY cn
E
e. In calculating the costs under Paragraphs 7a and 7d, sweat equity shall be added under the
following conditions:
1) Information regarding the actual physical labor by the owner based on 80% of the
average amount of TWO bids for the work approved by the Housing Office.
2) That the work needs to be done under supervision of a qualified certified
tradesperson for the work that was done by the owner.
8. All disputes between the Owner and the administrative staff of the APCHA shall be heard in
accordance with the grievance procedures set forth in the Affordable Housing Guidelines.
9. Owner shall not permit any prospective buyer to assume any or all of the Owner's customary closing
costs nor accept any other consideration which would cause an increase in the purchase price
above the bid price so as to induce the Owner to sell to such prospective buyer.
10. In the event that one qualified bid is received equal to the Maximum Resale Price herein established,
the Property shall be sold to such bidder at the Maximum Resale Price; and in the event Owner
receives two or more such bids equal to the Maximum Resale Price, the Qualified Buyer shall be
selected according to the priority for Sale Units set forth in the Affordable Housing Guidelines; and, in
the event that more than one such qualified bidder is of equal priority pursuant to the Affordable
Housing Guidelines, the Qualified Buyer shall be selected by lottery among the qualified bidders of
the highest priority, whereupon the Property or Unit shall be sold to the winner of such lottery at the
Maximum Resale Price. If the terms of the proposed purchase contract, other than price, as initially
presented to the owner, are unacceptable to the Owner, there shall be a mandatory negotiation
period of three (3) business days to allow the Seller and potential buyer to reach an agreement
regarding said terms, including but not limited to, the closing date and financing contingencies. If,
after the negotiation period is over, the Seller and buyer have not reached an agreement, the next
bidder's offer will then be presented to the Seller for consideration and a three (3) business day
negotiating period will begin again. The seller may reject any and all bids, however, the Owner is
subject to the provisions in the Affordable Housing Guidelines pertaining to the listing fee. Bids in
excess of the Maximum Resale Price shall be rejected. If all bids are below Maximum Resale Price,
Owner may accept the highest qualified bid. If all bids are below Maximum Resale Price and two or
more bids are for the same price, the Qualified Buyer shall be selected by lottery from among the
highest qualified bidders.
11. In the event that title to the Property or a Unit vests by descent in individuals and/or entities who are
not Qualified Buyers as that term is defined herein (hereinafter "Non -Qualified Transferee(s)"), the
Property or Unit shall immediately be listed for sale as provided in Paragraph 5 above (including the
'payment of the specified fee to the APCHA), and the highest bid by a Qualified Buyer, for not less
than ninety-five percent (95%) of the Maximum Resale Price or the appraised market value,
whichever is less, shall be accepted; if all bids are below ninety-five percent (95%) of the Maximum
Resale Price or the appraised market value, the Property or Unit shall continue to be listed for sale
until a bid in accordance with this section is made, which bid must be accepted. The cost of the
appraisal shall be paid by the Non -Qualified Transferee(s).
Non -Qualified Transferee(s) shall join in any sale, conveyance or transfer of the Property or
Unit to a Qualified Buyer and shall execute any and all documents necessary to do so; and
Non -Qualified Transferee(s) agree not to: 1) occupy the Property or said Unit; 2) rent all or
any part of the Property or Unit, except in strict compliance with Paragraph 15 hereof, 3)
engage in any other business activity on or in the Property or Unit; 4) sell or otherwise
Master Deed Restriction
Page 5
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420489 08/11/1998 10:08A DEED RES DAVIS SILVI
transfer the Property or Unit except in accordance with this Agreement and the Affordable
Housing Guidelines; or 5) sell or otherwise transfer the Property or Unit for use in a trade or
business.
C. The APCHA, the City, the County, or their respective successors, as applicable, shall have
the right and option to purchase the Property or Unit, exercisable within a period of fifteen
(15) calendar days after receipt of any sales offer submitted to the APCHA by a Non -
Qualified Transferee(s), and in the event of exercising their right and option, shall purchase
the Property or Unit from the Non -Qualified Transferee(s) for a price of ninety-five percent
(95%) of the Maximum Resale Price, or the appraised market value, whichever is less. The
offer to purchase shall be made by the Non -Qualified Transferee within fifteen (15) days of
acquisition of the Property or Unit.
d. Where the provisions of this Paragraph 11 apply, the APCHA may require the Owner to rent
the Property or Unit in accordance with the provisions of Paragraph 15, below.
OWNER RESIDENCE AND EMPLOYMENT
12. The Property and all Units shall be and is/are to be utilized only as the sole and exclusive place of
residence of an Owner.
13. In the event Owner changes domicile or ceases to utilize the Property or Unit as his sole and
exclusive place of residence, or ceases to be a full-time employee in accordance with the applicable
APCHA Guidelines, the Property or Unit will be offered for sale pursuant to the provisions of
Paragraph 5 of this Agreement. Owner shall be deemed to have changed Owner's domicile by
becoming a resident elsewhere or accepting permanent employment outside Pitkin County, or
residing on the Property or Unit for fewer than nine (9) months per calendar year without the express
written approval of the APCHA, or by ceasing to be a full-time employee. Where the provisions of
this Paragraph 13 apply, the APCHA may require the Owner to rent the Property or Unit in
accordance with the provisions of Paragraph 15, below.
14. If at any time the Owner of the Property or Unit also owns any interest alone or in conjunction with
others in any developed residential property or dwelling unit(s) located in Eagle, Garfield, Gunnison
or Pitkin Counties, Owner agrees to immediately list said other property or unit for sale and to sell
Owner's interest in such property at a sales price comparable to like units or properties in the area in
which the property or dwelling unit(s) are located. In the event said other property or unit has not
been sold by Owner within one hundred twenty (120) days of its listing, then Owner hereby agrees to
immediately list this Property or Unit for sale pursuant to the provisions of Paragraph 5 of this
Agreement. It is understood and agreed between the parties hereto that, in the case of an Owner
Whose business is the construction and sale of residential properties or the purchase and resale of
such properties, the properties which constitute inventory in such an Owner's business shall not
constitute "other developed residential property" or "dwelling unit(s)" as those terms are used in this
Paragraph 14.
RENTAL
15. Owner may not, except with prior written approval of the APCHA, and subject to APCHA's conditions
of approval, rent the Property or Unit for any period of time. Prior to occupancy, any tenant must be
approved by the Homeowner's Association, if applicable, and the APCHA in accordance with the
income, occupancy and all other qualifications established by the APCHA in its Affordable Housing
Guidelines. The APCHA shall not approve any rental if such rental is being made by Owner to utilize
the Property or Unit as an income producing asset, except as provided below, and shall not approve
Master Deed Restriction
Page 6
1111111111111111111111111111111111111111111111111111111
489 08/11/1998 10:08A DEED RES DAVIS SILVI
a lease with a rental term in excess of twelve (12) months. A signed copy of the lease must be
provided to the APCHA prior to occupancy by any tenant. Any such lease approved by the APCHA
shall show the length of the lease and the monthly rent. The monthly rent cannot exceed the
Owner's costs, which include the monthly expenses for the cost of principal and interest payments,
taxes, property insurance, condominium or homeowners assessments, utilities remaining in owner's
name, plus an additional twenty dollars ($20) and a reasonable (refundable) security deposit.
The requirements of this paragraph shall not preclude the Owner from sharing occupancy of the
Property or Unit with non -owners on a rental basis provided Owner continues to meet the obligations
contained in this Agreement, including Paragraph 12.
16. IN NO EVENT SHALL THE OWNER CREATE AN ADDITIONAL DWELLING UNIT, AS DEFINED
IN THE PITKIN COUNTY OR CITY OF ASPEN LAND USE CODES, IN OR ON THE PROPERTY.
17. NOTHING HEREIN SHALL BE CONSTRUED TO REQUIRE THE APCHA TO PROTECT OR
INDEMNIFY THE OWNER AGAINST ANY LOSSES ATTRIBUTABLE TO THE RENTAL,
INCLUDING (NOT BY WAY OF LIMITATION) NON-PAYMENT OF RENT OR DAMAGE TO THE
PREMISES; NOR TO REQUIRE THE APCHA TO OBTAIN A QUALIFIED TENANT FOR THE
OWNER 1N THE EVENT THAT NONE 1S FOUND BY THE OWNER.
BREACH
18. In the event that APCHA has reasonable cause to believe the Owner is violating the provisions of
this Agreement, the APCHA, by it's authorized representative, may inspect the Property or Unit
between the hours of 8:00 a.m. and 5:00 p.m., Monday through Friday, after providing the Owner
with no less than 24 hours' written notice.
19. The APCHA, in the event a violation of this Agreement is discovered, shall send a notice of violation
to the Owner detailing the nature of the violation and allowing the Owner fifteen (15) days to cure.
Sald notice shall state that the Owner may request a hearing before the APCHA Board of Directors
within fifteen (15) days to determine the merits of the allegations. If no hearing is requested and the
violation is not cured within the fifteen (15) day period, the Owner shall be considered in violation of
this Agreement. If a hearing is held before the APCHA, the decision of the APCHA based on the
record of such hearing shall be final for the purpose of determining if a violation has occurred.
REMEDIES
20. There is hereby reserved to the parties hereto any and all remedies provided by law for breach of
this Agreement or any of its terms. In the event the parties resort to litigation with respect to any or
'II provisions of this Agreement, the prevailing party shall be entitled to recover damages and costs,
including reasonable attomeys' fees.
21. In the event the Property or Unit is sold and/or conveyed without compliance herewith, such sale
and/or conveyance shall be wholly null and void and shall confer no title whatsoever upon the
purported buyer. Each and every conveyance of the Property or Unit, for all purposes, shall be
deemed to include and incorporate by this reference, the covenants herein contained, even without
reference therein to this Agreement.
22. In the event that the Owner fails to cure any breach, the APCHA may resort to any and all available
legal action, including, but not limited to, specific performance of this Agreement or a mandatory
injunction requiring sale of the Property or Unit by Owner as specified in Paragraphs 3, 11, 13, and
Hasler Deed Restriction
Page 7
420489 08/11/1998 10:08A DEED RES DAVIS SILVI
14. The costs of such sale shall be taxed against the proceeds of the sale with the balance being
paid to the Owner.
23. In the event of a breach of any of the terms or conditions contained herein by the Owner, his heirs,
successors or assigns, the APCHA's initial listed purchase price of the Property or Unit as set forth in
Paragraph 6a of this Agreement shall, upon the date of such breach as determined by the APCHA,
automatically cease to increase as set out in Paragraph 6 of this Agreement, and shall remain fixed
until the date of cure of said breach.
FORECLOSURE
24. If FNMA -type financing is used to purchase the Property or Unit, as determined by the APCHA, the
APCHA and the Board may, pursuant to that certain Option to Purchase executed and recorded at
the time the Memorandum of Acceptance is executed and recorded, the terms of which are
incorporated in this Agreement by this reference as if fully set forth herein, agree to release and
waive their ability to enforce the resale deed restrictions contained herein, in the event of foreclosure,
provided that said Option to Purchase grants to the APCHA and the Board, as the designee of the
APCHA, the option to acquire the Property or Unit within thirty (30) days after the issuance of a
public trustee's deed to the holder (including assigns of the holder) of the promissory note secured
by a first deed of trust for an option price not to exceed the redemption price on the last day of all
statutory redemption period(s) and any additional reasonable costs incurred by the holder during the
option period which are directly related to the foreclosure.
In the event that APCHA or the Board, as the designee of the APCHA, exercise the option pursuant
to the terms of that certain Option to Buy, described above, the APCHA and/or its designee, may sell
the Property or Unit to Qualified Buyers as that term is defined herein, or rent the Property or Unit to
qualified tenants who meet the income, occupancy and all other qualifications, established by the
APCHA in its Affordable Housing Guidelines until sale to a Qualified Buyer is effected.
GENERAL PROVISIONS
25. Notices. Any notice, consent or approval which is required to be given hereunder shall be given by
mailing the same, certified mail, return receipt requested, properly addressed and with postage fully
prepaid, to any address provided herein or to any subsequent mailing address of the party as long
as prior written notice of the change of address has been given to the other parties to this
Agreement.
Said notices, consents and approvals shall be sent to the parties hereto at the following addresses
unless otherwise notified in writing:
To Declarant: James E. Moore Family Partnership, LLLP
c/o Kaufman and Peterson, P.C.
315 East Hyman, Suite 305
Aspen, CO 81611
To APCHA: Aspen/Pitkin County Housing Authority
530 East Main, Lower Level
Aspen, Colorado 81611
To Owner:
3To be determined by a later recorded Memorandum of Acceptance encumbering each individual Unit.
Hater Deed Restriction Page 8
111111111111 HIM 1111111111111111111111111111111111111
20489 08/11/1998 10:08A DEED RES DAVIS STIVT
26. Exhibits. All exhibits attached hereto (Exhibits "A", "B" and "C") are incorporated herein and by this
reference made a part hereof.
27. Severability. Whenever possible, each provision of this Agreement and any other related document
shall be interpreted in such a manner as to be valid under applicable law; but if any provision of any
of the foregoing shall be invalid or prohibited under said applicable law, such provisions shall be
ineffective to the extent of such invalidity or prohibition without invalidating the remaining provisions
of such document.
28. Choice of Law. This Agreement and each and every related document is to be governed and
construed in accordance with the laws of the State of Colorado.
29. Successors. Except as otherwise provided herein, the provisions and covenants contained herein
shall inure to and be binding upon the heirs, successors and assigns of the parties.
30. Section Heading. Paragraph or section headings within this Agreement are inserted solely for
convenience of reference, and are not intended to, and shall not govern, limit or aid in the
construction of any terms or provisions contained herein.
31. Waiver No claim of waiver, consent or acquiescence with respect to any provision of this
Agreement shall be valid against any party hereto except on the basis of a written instrument
executed by the parties to this Agreement. However, the party for whose benefit a condition is
inserted herein shall have the unilateral right to waive such condition.
32. Gender and Number. Whenever the context so requires herein, the neuter gender shall include any
or all genders and vice versa and the use of the singular shall include the plural and vice versa.
33. Personal Liability. Owner agrees that he or she shall be personally liable for any of the transactions
contemplated herein.
34. Further Actions. The parties to this Agreement agree to execute such further documents and take
such further actions as may be reasonably required to cant' out the provisions and intent of this
Agreement or any agreement or document relating hereto or entered into in connection herewith.
35. Modifications. The parties to this Agreement agree that -any modifications of this Agreement shall be
effective only when made by writings signed by both parties and recorded with the Clerk and
Recorder of Pitkin County, Colorado. Notwithstanding the foregoing, the APCHA reserves the right
to amend this Agreement unilaterally where deemed necessary to effectuate the purpose and intent
`of this Agreement, and where such unilateral action does not materially impair the Owner's rights
under this Agreement.
36. Owner and Successors. The term "Owner" shall mean the person or persons who shall acquire an
ownership interest in the Property or Unit in compliance with the terms and provisions of this
Agreement; it being understood that such person or persons shall be deemed an "Owner" hereunder
only during the period of his, her or their ownership interest in the Property or Unit and shall be
obligated hereunder for the full and complete performance and observance of all covenants,
conditions and restrictions contained herein during such period.
IN WITNESS WHEREOF, the parties hereto have executed this instrument on the day and year
above first written.
Master Deed Restriction I I"III "III'lll'I IIIII"'lll'I� I'll"I III "II' I'll I"I Page 9
420489 08/11/1998 10:08A DEED RES DAVIS SILVI
9 of 14 R 71.00 D 0.00 N 0.00 PITKIN MINTY nn
DECLARANT:
JAMES E. MOORE FAMILY PARTNERHSHIP,
LLLP, a Colorado limited liability limited partnership
By: )
Thomas A. Moore, General Partner
STATE OF COLORADO )
ss.
COUNTY OF PITKIN )
The foregoing instrument was acknowledged before me this day of August, 1998, by Thomas
A. Moore, General Partner of the James E. Moore Family Partnership, LLLP, a Colorado limited liability
limited partnership.
Witness my hand and official seal.
My commissio
JANICE L. JOHNSON
NOTARY PUBLIC
i STATE OF COLORADO
My commission Expires 4/15/2000 Not ublic
The foregoing Master Deed Restriction Agreement for the Occupancy and Resale of the Moore
Family Project of the Aspen/Pitkin County Housing Authority and its terms are hereby adopted and declared
by the Aspen/Pitkin County Housing Authority,
THE ASPEN/PITKIN-COUNTY HOUWG AUTHORITY
By:
STATE OF COLORADO
ss.
COUNTY OF PITKIN
1 '14-
The foregoing instrument was acknowledged before me this day of
Tolen, Executive Director of the Aspen/Pitkin County Housing Authority.
Witness my hand and official seal; my commission expires:
Notary Publ
Uales"siar.ar
PR Y_P
N
(04 L allor
Ln ,
Master Deed Restriction I 11111111111111111111111111111111111111111
page 10
420489 08/11/1998 10:08A DEED RES DAVIS SILVI
•
0
EXHIBIT "B"
ALLOCATION OF AFFORDABLE HOUSING LOTS
The Affordable Housing Lots will be established as either Category 3, Category 4, or Resident Occupied,
upon the issuance of a building permit for the respective lots, which category designation shall be set forth in
the individual Memorandum of Acceptance between the qualified buyer and the Aspen/Pitkin County Housing
Authority. Below is the allocations of the 31 affordable housing lots.
1. The following Affordable Housing Lots are allocated for purchase by the Aspen School District:
1 RO
4-bedroom
within Block D
1 RO
3-bedroom
within Block F
2 Category 4
3-bedroom
within Block F
3 Category 3
3-bedroom
within Block C
1 Category 3
3-bedroom
within Block A
The Aspen School District will have the right of first offer for any of these specific units, which may
come available for resale. If an owner of one of these units is no longer employed with the Aspen
School District, that owner retains the right of ownership as long as that owner is a qualified
employee of Pitkin County, or retires as specified in the Affordable Housing Guidelines. Further
qualifications and restrictions are set forth in the Memorandum of Understanding Between the Aspen
School District and the James E. Moore Family Partnership, LLLP, recorded on August 10, 1998, at
Reception No. gZON9
2. The following Affordable Housing Lots are allocated for purchase by the Aspen Valley Hospital:
1 Category 3 3-bedroom within Block C
1 Category 3 3-bedroom within Block A
1 Category 4 3-bedroom within Block F
The Aspen Valley Hospital will have the right of first offer for any of these specific units, which may
come available for resale. If an owner of one of these units is no longer employed with the Aspen
Valley Hospital, that owner retains the right of ownership as long as that owner is a qualified
employee of Pitkin County, or retires as specified in the Affordable Housing Guidelines.
3. The following Affordable Housing Lot is allocated for purchase by the Manager of the Moore Family
PUD:
1 Category 3 3-bedroom within Block C
4. The following Affordable Housing Lot is allocated for purchase by a Moore Family member:
1 Category 3 3-bedroom within Block F
The Moore Family will have the right of first offer for this specific unit to another member of the
Moore family, who is employed in Pitkin County or retired as specified in the Affordable Housing
Guidelines. The Moore Family member must qualified according to employment, but does not have
to meet income, assets or occupancy requirements.
Master Deed Restriction
Page 12
I IIIIIIIIIIIHIM 111111111111111111111111 HIM III
•
•
EXHIBIT "B" (continued)
5. The following Affordable Housing Lots are subject to the general lottery procedure established by the
Aspen/Pitkin County Housing Authority:
3 Category 3
3-bedroom
within Block C
1 Category 3
3-bedroom
within Block D
5 Category 3
3-bedroom
within Block A
1 Category 3
4-bedroom
within Block D
2 Category 4
3-bedroom
within Block D
4 Category 4
3-bedroom
within Block F
2 Category 4
4-bedroom
within Block D
Harter Deed Restriction I IIIIII IIIII HIM 111111111111111111111111111111111 IN Page 13
489 08/11/1998 10.08A DEED RES DAVIS SILVI
13 of 14 R 71.00 D 0.00 N 0.00 PITKIN COUNTY CO
r�
0
EXHIBIT "C"
Permitted Capital Improvements
1. The term "Permitted Capital Improvement' as used in the Agreement shall only include the following:
a. Improvements or fixtures erected, installed or attached as permanent, functional, non -
decorative improvements to real property, excluding repair, replacement and/or
maintenance improvements;
b. Improvements for energy and water conservation;
C. Improvements for the benefit of seniors and/or handicapped persons;
d. Improvements for health and safety protection devices;
e. Improvements to add and/or finish permanent/fixed storage space; and/or
f. Improvements to finish unfinished space.
2. Permitted Capital Improvements as used in this Agreement shall NOT include the following:
a. Landscaping;
b. Upgrades/replacements of appliances, plumbing and mechanical fixtures, carpets and. other
similar items included as part of the original construction of the unit;
C. The cost of adding decks and balconies, and any extension thereto;
d. Jacuzzis, saunas, steam showers and other similar items;
e. Improvements required to repair, replace and maintain existing fixtures, appliances,
plumbing and mechanical fixtures, painting, carpeting and other similar items; and/or
f. Upgrades or addition of decorative items, including lights, window coverings and other
similar items.
3. All Permitted Capital Improvement items and costs shall be approved by the APCHA staff prior to
being added to the Maximum Resale Price as defined herein.
Master Deed Restriction
`Page 14
I II'III ")II "II'I IIIII"'III'I' I'I(III III "I'I' III I"I
420489 08/11/1998 10:08A DEED RES DAVIS STLVT
ORDINANCE NO. ,Z
(Series of 1999)
s 2
imAcw�r__,___
AN ORDINANCE OF THE CITY COUNCIL. OF THE CITY OF ASPEN, COLORADO,
APPROVING THE ANNEXATION OF CERTAIN TERRITORY TO THE CITY OF ASPEN,
COLORADO, TO BE KNOWN AND DESIGNATED AS THE "MOORS FAMILY PUD"
ANNEXATION.
WHEREAS, on March 29, 1999, the City Manager of the City of Aspen, on behalf of the
City of Aspen, the James E. Moore Family Partnership, LLLP, Mark B Whitson, the Astri
Corporation, Thomas H. Bailey, Robert M. and Nancy L. Beevers, the Zoom Flume LLC,
Kevin L. Patrick, and Patricia Bakur, constituting one hundred percent of the owners of the
property proposed to be annexed did file with the City Clerk of the City of Aspen a Petition for
Annexation of territory to the City of Aspen; and
WHEREAS, on April 12, 1999, the City Council did adopt Resolution No. 30, Series of
1999, finding substantial compliance with Section 31-12-107(1), C.R.S.; establishing May 24,
1999, as the date for a public hearing to determine compliance with Sections 31-12-104 and 31-
�> V
�N 12-105, C.R.S.; and authorizing publication of said hearing; and
_ z
., P WHEREAS, a public hearing was held on May 24, 1999; and
Cr
o
cz
.,
�= a WHEREAS, the City Council, by resolution (Number 42, Series of 1999) at its regular
cm meeting on May 24, 1999, following a public hearing did find and determine said Petition for
Cr
ea
� �
m Annexation to be in substantial compliance with § § 31-12-104 and 31-12-105 , C.R.S.; and
�co
m
�a) c WHEREAS, the City Council does hereby find and determine that approval of the
annexation of said territory to be in the City's best interest; and
�n
r
ter. in WHEREAS, Pitkin County granted the owners of the Moore Family PUD land use
�o
approvals that have been memorialized in a Subdivision Improvements Agreement and Planned
Unit Development pursuant to the County's Planned Unit Development (PUD) regulations; and
WHEREAS, the Pitkin County PUD regulations differ slightly from the City's PUD land
use regulations and experience has indicated that on occasion, following an annexation of
property into the City that has received land use approvals in the County, it becomes necessary to
make minor amendments to the Final Plat and PUD; and
WHEREAS, the City Council desires to allow the City's Community Development
Director to approve said minor amendments to the PUD and Final Plat consistent with the
County PUD land use regulations that do not clearly contradict City PUD regulations without the
necessity to amend the City land use regulations or require the applicant to follow needlessly
cumbersome City land use regulations for minor amendments.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY
OF ASPEN, COLORADO:
Section 1. That the tract of land described in the Petition for Annexation,
commonly referred to as the "Moore Family PUD", and as shown on the annexation map, is
hereby annexed to the City of Aspen, Colorado.
Section 2. The City Clerk of the City of Aspen is hereby directed as follows:
(a) To file one copy of the annexation map with the original of this annexation
ordinance in the office of the City Clerk of the City of Aspen.
(b) To certify and file two copies of this annexation ordinance and of the annexation
map with the Clerk and Recorder of the County of Pitkin, State of Colorado.
(c) To request the Clerk and Recorder of Pitkin County to file one certified copy of
this annexation ordinance and of the annexation map with the Division of Local Government of
the Department of Local Affairs, State of Colorado.
I 1111111111111111111111111111111111111111111111111111111111 IN
433361 07/14/1999 08:44A ORDINANC DAVIS SILVI
2 of S R 25.00 D 0.00 N 0.00 PITKIN COUNTY CO
2
Section 3. The City Engineer of the City of Aspen is hereby directed to
amend the Official Map of the City of Aspen to reflect the boundary changes adopted pursuant to
this annexation ordinance.
Section 4. The Community Development Director is hereby authorized to
approve minor PUD amendments to the Moore Family PUD which are intended to change an
element or condition of the development permit; provided, however, that the proposed
amendments are consistent with the following standards:
a. The amendment must be a clarification or a technical correction to a plat.
b. The amendment must not change the use of the proposed development
between residential, commercial and tourist accommodation uses.
C. The amendment must be consistent with action taken during the review of
the original development and does not constitute new land development
activity.
d. The proposed activity does not:
i. Change the basic character of the approved use of land on which the
activity occurs including basic visual appearance and method of operation;
ii. Increase off -site impacts in the surrounding neighborhood;
iii. Endanger public health, safety or welfare;
iv. Substantially increase the need for on -site parking or utilities, or affect
affordable housing generation; and
V. Increase the floor area of the use by more than two (2) percent or decrease
open space on the site by more than three (3) percent.
Section 5. The Community Development Director is hereby authorized to
approve minor plat amendments to the Moore Family PUD; provided, however, that the
proposed amendments are consistent with the following standards:
a. The amendment increases or does not affect the degree of compliance with
land use code standards;
b. The amendment is being made to a recorded plat which has been approved
by the City; and
C. The amendment is consistent with representations made to Pitkin County
during the conceptual and detailed subdivision reviews whichever is
applicable.
1111111111111111111111111111111111111111111111111111111
431361 07/14/1999 08:44A ORDINANC DAVIS SILVI
3 of 5 R 25.00 D 0.00 N 0.00 PITKIN COUNTY CO
3
Section 6. That if any section, subsection, sentence, clause, phrase or portion
of this ordinance is for any reason held invalid or unconstitutional in a court of competent
jurisdiction, such portion shall be deemed a separate, distinct and independent provision and shall
not affect the validity of the remaining portions thereof.
Section 7. That this ordinance shall not have any effect on existing litigation
and shall not operate as an abatement of any action or proceeding now pending under or by virtue
of the ordinances amended as herein provided, and the same shall be construed and concluded
under such prior ordinances.
A public hearing on the ordinance shall be held on the 28th day of June, 1999, in the City
Council Chambers, Aspen City Hall, Aspen, Colorado.
INTRODUCED, READ AND ORDERED PUBLISHED as provided by law by the City
Council of the City of Aspen on the 14th day of June, 1999.
\`1 0.1 4
.�A'"FEST:
: aU R ' � t�; t70erk
IIIIII 11111111111111111111 IIIIII 1111111111111111111111
433361 07/14/1999 08:44A ORDINANC DAVIS SILVI
4 of 5 R 25.00 D 0.00 N 0.00 PITKIN COUNTY CO
1 E. Richards, Ma
a
6 .0
FINALLY adopted, passed and approved this odl day of
1999.
Un S. 1 Ci Clerk - I
l
JPw-06/22/99-G: \john\word\ord moo e.doc
I Mill 11111 "III' 111111111111111111111111111111111 IN433361 07/14/1999 08.44A ORDINANC DAVIS SILVI
S of S R 25.00 D 0.00 N 0.00 PITKIN COUNTY CO
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S su VEYORS SCHMUESER GORDON ME' ER INC.
G118 W 6th Street, Suite 200
M Glenwood Springs, Colorado 81E01
SCHMUESER i`■ (970) 945-1004 (FAX 945-')948)
GORDON METER Aspen, Colorado (970) 925-6727
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IMACHMENT
MEMORANDUM OF UNDERSTANDING BETWEEN THE
ASPEN SCHOOL DISTRICT AND THE JAMES E. MOORE FAMILY
PARTNERSHIP, LLLP
THIS IS A MEMORANDUM OF UNDERSTANDING ("MOU"), made and
entered into this 1(3 k'- - day of _J�rU(St)S� 1998, by and between
THE JAMES E. MOORE FAMILY PARTNERSHIP LLLP, a Colorado limited
liability limited partnership (hereinafter referred to as
"Partnership") and the Aspen School District No. 1 (hereinafter
referred to as "District").
WITNESSETH
A. Partnership has received final approval from the Board of
County Commissioners ("BOCCI') of Pitkin County for a subdivision
known as The Moore Family Planned Unit Development ("PUD"),
consisting of forty (40) "Free Market Residential Lots" and thirty-
one (31) "Affordable Housing Units" and certain improvements to the
District's Aspen school campus (hereinafter collectively
"Project").
B. The District has entered into a contract ("Contract to
Buy and Sell Real Estate) with the City of Aspen ("hereinafter
"City") to sell the Yellow Brick School Building- in Aspen,
Colorado. Paragraph 3.h. of the Contract calls for the Partnership
and the District to enter into an agreement relating to the
Partnership's commitments regarding affordable housing, conveyance
of land and school improvements.
AGREEMENT
NOW, THEREFORE, the District and Partnership agree to the
following:
1. Affordable Housing. The Partnership agrees to build eight
(8) deed restricted Affordable Housing Units for use by
Aspen School District employees. The units will be
constructed in the three (3) phases and four (4)
affordable housing Pods depicted in Exhibit A, the Moore
Family PUD Revised Detailed Submission Phasing Plan and
Exhibit B, the "Moore Family Planned Unit Development AH
Phasing & Allocations Schedule". Affordable housing Pod
1 will be constructed in Project Phase one (1) . Pods two
(2) and three (3) are planned to be constructed in
Project Phase two (2) and Pod four (4) is planned to be
constructed in Project Phase three (3). Project Phases
may be combined.
One four (4) bedroom unit will be constructed in Pod two
(2), Phase two (2) and sold to the District. One three
(3) bedroom unit will be constructed in Pod four (4),
Phase three (3) and sold to the District. The initial
111111111111111111111111111111111111111111111111111111
420491 08/11/1998 10:10A MEMO DAVIS SILVI
1 of 9 R 46.00 D 0.00 N 0.00 PITKIN COUNTY CO
sales price of these two (2) units shall not exceed the
maximum sales price for Category four (4) single family
dwelling units as defined in the Aspen Pitkin County
Housing Authority Guidelines in effect at the time of the
sale. After the sale, the units will be subject to the
Aspen Pitkin Housing Authority Resident Occupied (RO)
guidelines for occupancy only, income and sales
guidelines shall not apply. The District may rent or
sell the units to District employees. The Partnership
shall convey the property to the District by general
warranty deed, and shall obtain at its expense a title
insurance policy for the property with standard
exceptions 1-4 deleted. Any other endorsements demanded
by the District shall be at its own expense
Six (6) additional Affordable Housing Units shall be
offered for sale to qualified District employees in
accordance with Exhibits A & B. As shown on Exhibit B,
two (2) of the dwelling units will be deed restricted as
Category 4 three bedroom units and four (4) of the
dwelling units will be deed restricted Category 3 three.
bedroom units. The District employees must qualify for
the dwelling units in accordance with the Aspen Pitkin
Housing Authority income, price and occupancy guidelines.
The Partnership has agreed within the "Subdivision
Improvements Agreement for The Moore Family P.U.D." to a
Free Market Residential Lot phasing schedule which is
dependent upon the issuance of Certificates of Occupancy
for Affordable Housing Units.
The Partnership has also agreed within the "Subdivision
Improvements Agreement for The Moore Family P.U.D.", at
its discretion, that it may also be entitled to
Certificates of Occupancy for all or certain of the Free
Market Residential Lots even though Certificates of
Occupancy have not been obtained for all or part of the
affordable housing units, provided Partnership submits
additional security to Pitkin County in the form of a
completion bond to assure completion of each
representative phase of construction of the affordable
housing units, as described in Exhibits A and B.
2. Conveyance of Land. The Partnership and District agree
to the minor land exchanges and easement release depicted
upon the Moore Family Boundary Adjustment Map (see
Exhibit C). -
3. School Improvements. The Partnership agrees to spend up
to $ 475,000.00 for the implementation of improvements to
the Aspen School Campus on District property generally in
accordance with the "Moore Family PUD: Illustrative Plan
School Improvements" (see Exhibit D). The Partnership
shall contract for the construction of the improvements
I IIIIII "III IIIIII IIIII111111IIil IIIIII III IIIII IIII IIII
420491 08/11/1998 10:10A MEMO DAVIS SILVI
2 of 9 R 46.00 D 0.00 N 0.00 PITKIN COUNTY CO
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PRELIMINARY PHASING PLAN
PHASE 1 - LOTS 17e TIIRU 24e; LOTS 29 THRU 40
PHASE 2 - LOTS 1Oe THRU 16e; LOTS 25e THRU 31e; LOTS 1, 2, 3, AND 14 THRU 25
PHASE 3 - LOTS 1 e THRU 9e; LOTS 12, 13, AND 26 THRU 28
PHASE 4 - LOTS 4 THRU 11
111• N. •r •Mwt I.M• f00 �v 'r'�' � �. 1
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•
•
EXHIBIT "3
Moore Family Planned Unit Development
Affordable Housing Allocations Schedule
Discretionary Allocations (13 ea)
Cat Totals
Moore PUD Mgr
1 Cat 3, 3 bdrm
Moore Family Member
1 Cat 3, 3 bdrm
Aspen School District
1 RO, 4 bdrm
1 RO, 3 bdrm
2 Cat 4, 3 bdrm
4 Cat 3, 3 bdrm
Aspen Valley Hospital
2 Cat 3, 3 bdrm
1 Cat 4, 3 bdrm
Discretionary Totals:
Non -Discretionary Allocations (18 ea)
9 Cat 3, 3 bdrm
1 Cat 3, 4 bdrm
6 Cat 4, 3 bdrm
2 Cat 4, 4 bdrm
Non -Discretionary Totals.
Total AH Unit Allocation:
Affordabla Hn"ninn Rrneirc•
C
D
A
F
TOMS
�
1
1
1
2
4
2
1
1
1
1
1
2
3
1
1
5
1
2
5
13
9
1
8
2
3 1 5
1
2 4
2
3
6
5
4
16
8
7
7
9
31
Totals by Size., 4 Bedroom (bdrm): 4
3 Bedroom (bdrm): 27
• Refer to Exhibit C, Moore Family PUD Phasing Plan
I IIIIII "III IIIIII IIIIII IIIII IIII IIIIII III IIIII IIII III
20491 08/11/1998 10:10A MEMO DAVIS SILVI
5 of 9 R 46.00 D 0.00 N 0.00 PITKIN COUNTY CO
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(270) 9.5-1004 (FAX 9/5-5946)
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UTACHMENT
Tom Farrell
Superintendent
Aspen School District
Aspen, Colorado 81611
970-925-3460
August 26, 1999
Joyce Ohlson
Aspen Pitkin Community Development Department
130 South Galena Street
Aspen, Colorado 81611
Re: Moore PUD Minor Amendment
Dear Joyce:
This letter authorizes Glenn Horn of Davis Horn Incorporated to
submit the Moore PUD minor amendment land use application and
represent the Aspen School District in the City of Aspen land use
review process.
Please contact me at 925-3601 if you have any questions pertaining
to the land use application.
Thank you.
Sincerely,
Tom Farrell
Superintendent
Aspen School District
Ohlson
Ann R. Rlauss
Zoom Flume LLC
Box 5115
Aspen, Colorado 81611
970-920-1710
August 26, 1999
Joyce Ohlson
Aspen Pitkin Community Development Department
130 South Galena Street
Aspen, Colorado 81611
Re: Moore PUD Minor Amendment
Dear Joyce:
This letter authorizes the Aspen School District to submit the
Moore PUD minor amendment land use application.
Please contact me at 920-1710 if you have any questions pertaining
to the land use application.
Thank you.
S'ncerely,
Ann R. lauss
Assistant Project Manager
Ohl son. 1
Construction continues on affordable housing in the Moore subdivision, near the Aspen school campus.
Some of the units are slated for school district employees. Ross Kribbs photo *pev--
T
T' 1 71--7 G
City rejects school housin � g reues q
■ Units won't be tied board member Jon Seigle. However, the school district
will not be allowed to place special restrictions on the
to district employment employees who will live in the units — stipulations tying
tho 4 to their nnntiniiarl r mnlnvmr+nt .with thv Aktr;nt
By Tim Mutrie
Aspen Times Staff Writer
The Aspen School District's hopes to control six
Moore subdivision housing units that had already been
allocated to school employees were dashed Monday
night when the City Council voted not to permit special
housing regulations for those units.
The Aspen City Council voted 4 to 1 against the pro-
posed special housing regulations during the ordinance's
second reading and public hearing Monday night. Coun-
cilman Jim Markalunas was the sole dissenter.
The six units will be available for school employees,
to be assigned as the district sees fit, as early as the end
of the month or early next year, according to school
for instance — as it had hoped.
"With those six units, we desired to see some way that
we were guaranteed that the persons who get them would
remain with the district to help meet our needs in the
future," Seigle explained. "Now, the employees who we
select will get [the units], and there will be no limitation
on their ownership of them. The reality is that we may
not see these units for twenty or thirty years.
"I understand where [the council is] coming from,"
Seigle added. "The only issue for me is that they already
made an exception to earmark these units for the school
district in the first place."
Last night, the district modified its request, which pre-
0 See Moore on page 14-A
Moore
■ continued from page 3-A
viously included four housing
policy changes, to just one:
Require an employee who works
for the school district for less than
10 years and who owns and occu-
pies one of the six Moore units to
sell the unit within a year of ter-
minating employment with the
district.
"I endorse the housing board's
opinion on this in all respects,"
said Councilman Tom McCabe
during the council's delibera-
tions. "Ownership should not be
tied to a specific job"
"I feel the school district has
lowered the bar with its request,
attempting to reach a compro-
mise, but I have to take housing
board and Tom's position on
this," said Mayor Rachel
Richards. "I think it's still a very
good bargain for the school dis-
trict.
"I think it will work out to be
OK," Richards continued, "and I
don't want to change the rules for
a problem that has not yet mani-
fested."
The school district will main-
tain the first right of refusal
should any of the owners -to -be of
six units wish to sell at some
point in the future, Councilman
Terry Paulson noted.
During the public comment peri-
od, no one addressed the matter.
Previously, Pitkin County
commissioners had approved the
school district's request to nfodify
housing guidelines• on the six
Moore units, while the housing
board denied the request.
The school district will still be
able to purchase two Resident
Occupied units in the Moore
development, which it will con-
trol and rent to its employees,
Seigle said.
or -
School district
denied for new
housing restrictions
IBy Kathleen Carlson
AsLen Daily News Staff Wmer
City leaders Monday denied
the Aspen School District's
request to require teachers to sell
their housing at the Moore Family
project one year after leaving the
district
After eight units from the
James E. Moore family housing
project were earrrrarked for the
school district, district representa-
tives have been trying to attain
more control of who lives there.
District representatives want the
units, located off Maroon Creek
Road, to be used by district work-
ers because of the district's high
rate of teacher turnover.
"Retaining the housing would
be an incentive for teachers to stay
with the school district," said
Glenn Hom, planning consultant
to the school district.
To keep the housing available
for district employees, Aspen
School Board members wanted
to be able to force an employee
who had worked with the district
for less than 10 years to sell the
unit after one year of leaving the
district.
But Monday night Aspen City
Council members voted 4 to 1,
with Aspen City Council member
Jim Markalunas dissenting, to not
require employees to sell their
housing after leaving the district.
When a school employee does
want to sell the unit, the school
district gets the chance to buy the
home before it goes back into the
Aspen-Pitkin County Housing
Authority general affordable
housing pool.
Markalunas said the request
was "somewhat reasonable," but
the rest of the board said it didn't
want to jeopardize the chance of
the school district taking advan-
tage of employees by holding
housing over teachers' heads.
"We don't want employee
rights being compromised," said
Tom McCabe, city councilman
and Aspen-Pitkin County
Housing Authority Board mem-
ber.
District representatives also
were asking to waive the mini-
mum occupancy guidelines,
requiring that each room of an
affordable housing unit be lived
in, saying employees without
children could rent the extra
rooms out to single teachers.
Many of the teachers the
school district recruits are
younger and without families. If
the district could rent each room
of a three -bedroom house, for
example, then it could provide
more housing to its employees.
City Council members agreed
that allowing one person to buy a
unit and then having the housing
authority rent the rest of the rooms
out would create too much
administrative work for the hous-
ing office.
The school district also want-
ed to remove the income and
price caps set by the housing
authority from the units so that
school administrators who make
more money could also buy a
home.
But to keep the units actually
"affordable," council members
refused to abandon the income
and price caps.
The housing authority board
voted unanimously to deny the
school district's requests. The
board acts as a referral agency to
the city council and Board of
Pitkin County Commissioners.
The county commissioners,
however, were supportive of the
school district's proposed
changes. Because the Moore
homes were annexed into Aspen
city limits, the City Council has
the final say.
City may revi.4t -school
housing rules request
By Tim Mutrie
Aspen Times Staff Writer
Mayor Rachel Richards will suggest the City
Council reconsider a request from the Aspen School
District to place special rules on six housing units
slated for district employees in the new Moore sub-
division.
The council denied that request earlier this
month.
Richards said yesterday a letter she received
from all five Pitkin County commissioners
prodded her to urge the council to revisit the
matter (the letter appears on page 9-A). t
"I feel pretty strongly about upholding [the
existing housing guidelines]," Richards said,
"but if we hadn't proceeded with the annexa-
tion of the Moore property this past summer,
the decision would've been up to the county t
commissioners. "
And the Board of County Commissioners
had approved the school district's request for
special housing rules for the six Moore units
that will go to district employees. The housing
board, however, recommended the request be
denied. The decision ultimately rests with the
City Council now that the development, adjacent to
the schools campus, is within the city's boundaries.
The six units will be available for school employ-
ees, to be awarded as the district sees fit, as early as
the end of the month or early next year. However, as
it stands now, the school district will not be allowed
to place special restrictions on the employees who
will live in the units — stipulations tying the unit to
their continued employment with the district,
among others — as district officials had hoped.
Initially, the school district asked that the council
approve four special housing guidelines. However,
at a Dec. 6 council meeting, the school district mod-
ified its request to include just one special rule,
We decided not to tie housing
o
employment, and 1 think the
school district's right of first
refusal on the units should keep
hem in good stead."
- Councilman Tom McCabe
requiring an employee who works for the school
district for less than 10 years and who owns and
occupies one of the six Moore units to sell the unit
within a year of ending employment with the dis-
trict.
Nevertheless, council members voted 4-1 against
■ See Housing on page 12-A
Housing
■ continued from page 1-A
imposing the -restriction. Council-
man Jim Markalunas was the sole
dissenter.
"In all my eight years on coun-
cil, frankly, I can't remember vot-
ing to reconsider an issue, but
that's why the mechanism is
there," Richards . said. And while
Richards wasn't willing to say
whether she would change her
mind on the matter, she said the
decision does warrant further
examination and discussion.
Councilman Tom, McCabe,
however, doesn't appear likely to
change his mind and grant the dis-
trict's request. At the Dec. 6 meet-
ing, he said: "Ownership should
not be tied to a specific job ... I
endorse the housing board's opin-
ion on this in all respects." He
echoed those sentiments yesterday.
"We decided not to tie housing
to employment," McCabe said,
"and I think the school district's
right of first refusal on the units
should keep them in good stead."
The school district has been
guaranteed the . first right of
refusal to purchase any of the six
units, should the initial owners
decide to sell.
"The details of what was
agreed to ten years ago might
change that picture, but from
what I know about it, I doubt I'll
reconsider," McCabe continued.
"I would have to have some com-
pelling argument brought for-
ward for me to reconsider."
Councilmen Tony Hershey
and Terry Paulson could not be
reached for comment Tuesday.
Letters
Another bus flight?
and school districts. The goal is
Dear Editor:
to develop a pool of housing to
Last January, my United
enable the community to attract
Express Airlines flight from
and retain staff in these essential
Denver to Aspen was cancelled,
jobs.
supposedly for maintenance. My
'There was some sentiment
transportation to Aspen via Unit-
that the homes should be placed
ed Express was a bus, three
in the general lottery pool, but
hours after cancellation of my
there is such a community need
flight, and which arrived five
that we decided to allow a prion-
hours after we departed Denver
ty classification.
Airport. En route we were treat-
In exchange for being given
ed to a sumptuous feast of
the opportunity "to move to the
canned soda and cheese crackers.
front of the line" to receive
Before leaving Aspen, I read
affordable housing, the BOCC
in one of the local newspapers
and school district were requir-
that the Aspen Chamber of Com-
ing that the teachers be
merce was strongly expressing
employed by the districts. They
displeasure with United Express
could remain in the housing after
Airlines because of their unde-
retirement for a period of time to
pendable service..
be determined in proportion to
This January, my wife and I
the number of years they worked
are scheduled again from Denver
for the district. The council over -
to Aspen on United Express Air-
turned that requirement.
lines. My question is, what are
Sadly, the council vote mir-
our chances of actually flying
rors the insidious "entitlement"
into Aspen? More importantly,
ethic that creeps deeper into our
because of commitments, what
culture and is seriously eroding
are our chances of actually flying
our community. Only Jim
out of Aspen, and making our
Markalunas, a member of an
connecting flight on United Air-
older generation that remembers
lines at Denver?
when "privilege came with
We are looking forward to the
responsibility,"- voted against
Aspen winter vacation, but not at
giving a priority without com-
all looking forward to the
mitment to a community obliga-
prospect of being treated as
tion.
badly by United Express Airlines
We hope that council will
as I was treated last year.
reconsider and will review the
Larry Klipp
full picture regarding the ramifi-
Manassas, Va.
cations of its action. We chose to
allow the extra houses at Moore
County: Please
to go to a specific group because
reconsider.
of the community's needs as a
whole. Though we can under -
Dear Editor:
stand your reluctance to tie hous-
(This letter was originally
ing to a job, any teacher not
addressed to the Aspen City
wishing to commit to teach while
Council.)
living in school housing can go
It was with consternation that
into the general lottery and have
the undersigned county commis-
the same 1-in-200 odds of get-
sioners read of the City Coun-
ting a home as the rest of the
cil's decision not to attach
employees.
employment to a housing priority
Eleven local families were
granted to 11 people working for
denied the chance of "winning" .
the hospital or school districts...
these homes because we felt the
Recognizing the community's
need to be so critical. If you can -
growing inability to attract teach-
not in good conscience tie work
ers, nurses and even doctors due
to job in this instance, then
to the high cost of housing, the .
return the 11 homes to the gener-
County Planning and Zoning : ,,'
,al lottery and let all employees
Commission and county com-
.'have a chance at them.
"'
missioners allowed a set -aside of
We urge the council to reverse
11 homes in the Moore Subdivi-
Monday's decision and allow the
sion foi the staff of the hospital ..; 0 See Letters on page 17-A
Letters
■ cwdbued Iron page 9 A
school district and the hospital to
retain control of this specially
designated housing.
Shellie Roy Harper
Patti Clapper
Leslie Lamont
Dorothea Farris
Mick Ireland
ASPEN/PITKIN COMMUNITY DEVELOPMENT DEPARTMENT
December 7, 1999
Ann R. Klause, Zoom Flume LLC.
Box 5115
Aspen CO 81611
Re: A077-99 Moore Family PUD
Amount
Previous balance $346.90
W rc /D �+o
11/11/99 Nic Land Use Case Load
1.00
185.00
prepared Council memo
185.00/hr
11/29/99 Nic Land Use Case Load
0.25
46.25
wrote continue memo a week earlier, revised
185.00/hr
memo for Council.
For planning services rendered:
1.25
$231.25
Balance due
$578.15
130 South Galena Street - Aspen, Colorado 81611 - (970) 920-5090
CITY COUNCIL AGENDA
December 6, 1999
5:00 P.M.
I. Call to Order
III ne IKWU
III. Scheduled Public Appearances
IV. Citizens Comments & Petitions (Time for any citizen to address Council on issues
NOT on the agenda. Please limit your comments to 3 minutes)
V. Special Orders of the Day
a) Mayor's Comments
b) Councilmembers' Comments
c) City Manager's Comments
VI. Consent Calendar (These matters may be adopted together by a single motion)
a) RFTA Budget
VII. Public Hearings
a) Ordinance #49, 1999 —Moore PUD Housing Amendments
b) Ordinance #52, 1999 — Code Amendment — PUD
c) Resolution #94, 1999 — Bavarian Inn Conceptual PUD
d) Resolution #93, 1999 — Aspen Mountain Conceptual PUD
e) Resolution #111, 1999 — Aspen Mountain Conceptual PUD
Vill. Action Items
IX. Information Items
X. Adjournment
Next Regular Meeting December 13, 1999
--C. wej _" A v U
C�4-- q—
COUNCIL MEETS AT NOON FOR AN INFORMAL PUBLIC DISCUSSION, BASEMENT
MEETING ROOM
MEMORANDUM
TO: Mayor and City Council
THRU: Steve Barwick, City Manager
John Worcester, City Attorney
Julie Ann Woods, Community Development Director
Joyce Ohlson, Deputy Director
FROM: Nick Lelack, Planner
RE: Moore Family PUD Amendment — School District Request to Change
Master Deed Restriction Agreement for Occupancy and Resale of the
Moore Family Project — Second Reading/Public Hearing
DATE: December 6, 1999
SUMMARY:
The Aspen School District has applied for changes to the "Master Deed Restriction
Agreement for Occupancy and Resale of the Moore Family Project," which is part of
the Moore Family PUD. The School District is requesting four (4) housing policy
changes for the eight (8) units earmarked for them. Below is a brief description of
each request followed by the City Council's, Board of County Commissioners
(BOCC), and Housing Board's actions and issues raised.
1. Require an employee who works for the School District for less than 10 years
and who owns and occupies a "category unit" to sell the unit within one year
after terminating employment with the School District.
Actions:
Council: voted 4-1 to deny the request (Markalunas dissented) on First Reading.
BOCC: voted 3-0 to approve the request.
Housing Board: voted 4-0 to deny the request.
Issues raised in support of the request:
The Moore Family intended the units to be built for and used by the School
District, and the units will not be used as intended if an employee stops working
for the School District and retains the unit;
The units are in close proximity to the school, therefore minimizing travel to
work;
School District employees are more essential to the community than other
employees;
-t The School Board is working on obtaining affordable housing units for District
employees; and
There is a potential for a sliding scale for retention of the units; for example, an
employee may be able to retain the unit after terminating employment with the
District for one-half the time of their employment term.
Issues raised against the request:
.,t The Housing Board has always maintained that ownership of a unit should not be
tied to a specific job for several reasons, including:
A Individual rights of employees might be compromised (i.e., no salary raise,
unfair dismissal); and
A "Indentured servitude" or classifying one employee or set of employees as
more important than others in the community is not possible.
.-t The units were not paid for or supplied by the School District; and
.-t The District already has control over other units at the AABC, Highlands Villas,
West Ranch Subdivision, Cemetery Lane.
2. Exempt a School District employee from the minimum occupancy guidelines
provided that the School District employee rents any bedroom not occupied by
an owner or owner's family member to a School District employee.
Actions:
Council: voted 5-0 to deny the request on First Reading.
BOCC: voted 3-0 to approve the request.
Housing Board: voted 4-0 to deny the request.
Issues raised in support of the request:
-t The minimum occupancy guidelines of one person per bedroom precludes
employees without children from acquiring a unit and renting to another
employee to meet the guidelines.
Issues raised against the request:
-t Due to the lack of affordable housing in the valley, it is imperative that
minimum occupancy be met. By allowing a single person to buy a three -
bedroom unit and try to regulate the rental of the other bedrooms involves
more enforcement work from the Housing Office.
Many families are on the waiting list that could immediately meet this
requirement.
3. Restrict the Resident Occupied (RO) units only to the occupancy guidelines and
exempt them from the income and price guidelines.
Actions:
Council: voted 5-0 to deny the request on First Reading.
BOCC: voted 3-0 to approve the request.
Housing Board: voted 4-0 to deny the request.
Issues raised in support of the request:
-t Lifting the income and assets cap would allow top administrators that do not
meet these requirements to purchase a unit.
Issues raised against the request:
A Lifting the appreciation cap would be counterproductive to keeping the units
"affordable" and may result in units that escalate in price beyond future
employees' (or the School District's) ability to repurchase these units.
4. Require the developer to sell the two (2) Resident Occupied (RO) units to the
School District for prices not to exceed the Category four (4) guidelines.
Actions:
Council: voted 5-0 to deny the request on First Reading.
BOCC: voted 3-0 to approve the request.
Housing Board: voted 4-0 to deny the request.
Issues raised in support of the request:
.4 This is a clean-up item to make the Master Deed Restriction consistent with
the agreement between the Moore Family and Aspen School District.
Issues raised against the request:
t Since this request is already stipulated in the agreement between the School
District and the Moore Family Partnership, and was a separate agreement
between the two (2) entities, it should not be added to the Master Deed
Restriction.
Community Development staff is not making a recommendation on this
application because the nature of the request is housing policy (not land use
related), which is under the purview of the City Council with advisory
recommendations from the Housing Board and Housing Authority.
PROPOSED MOTION:
"I move to adopt Ordinance Number 49 upon Second Reading."
CITY MANAGER COMMENTS:
C:\home\Active Cases\Moore PUD school district housing\Council Memo second reading.doc
Housing board: No bending
rules on school district units
By Sarah S. Chung
Aspen Times Staff Writer
The Aspen School District's request to
bend the housing rules for eight new units
to be set aside for teachers got a thumbs
down from the housing board last night.
The housing board swiftly and uni-
formly rejected the district's request for
more control of the eight units that are
assigned for district employees in the
Moore family subdivision.
"This goes against everything the
housing policy stands for," said board
member Bob Helmus. "This is the fist
foot in the door to blow the whole pro-
gram out of the water."
The school board is seeking four
exemptions to the rules governing
employee housing.
Fist, the district wants to regain control
of a Moore unit if an employee who worked
for less than 10 years with the district, quit
or retired. Second, the district asked for a
waiver of the minimum occupancy require-
ment for tic three- and four -bedroom units.
Third, a request was made to remove the
appreciation caps from the Resident Occu-
pied, or RO, units. And finally, the school
board wants the RO units to be sold at no
more than Category 4 sale prices.
Glenn Horn, representing the school
board, told the housing board that the 10-
year provision was the "most significant
change — the one the [school] board's
most concerned about."
But housing board members made it
clear they believe giving the district the
right of first refusal on the eight units is
concession enough.
"I don't want to create any vestige of
indentured servitude," said housing board
member Tim Semrau.
Helmus empathized with the school
district's dilemma — that the employees
most likely to obtain a Moore unit are
tenured teachers who might retire in the
next several years. But the setting aside of
eight units for the district is above and
beyond the consideration given to any
other organization, noted Helmus.
"When the lottery takes place, we're
going to see 400 applications from Grand
Junction to Independence Pass. The inter-
est is going to be astronomical," Helmus
predicted.
The final decision on the school dis-
trict's exemption requests will be made by
the City Council, since the Moore site was
annexed by the city in March. City plan-
ners are seeking recommendations from
both the housing board and county com-
missioners just the same.
Last week, commissioners recommend-
ed approval of all the requested exemptions,
except regarding the RO appreciation caps.
The Moore subdivision is slated for
development on property adjacent to the
school campus. It includes 40 free-market
lots and 31 deed -restricted, single-family
homes. Of the employee housing, eight
units will go to the school district, three
are set aside for hospital employees, and
two will go to members of the Moore
family. Eighteen units will go into the gen-
eral lottery.
• r�- NW
LLOCAL
School district may have more
control over Moore housing
Aspen Daily News Staff Report
back into the Aspen-Pitkin County
City leaders agreed Monday night to Affordable Housing pool.
allow the school district to have the • School district employees who stay
chance to get Moore affordable housing in a unit for 10 years get to keep the
units back if a teacher leaves before the home for as long as they want.
units go into the general housing pool. While Councilman Terry Paulson
Aspen City Council members voted voted in favor of the regulations only to
three to one with Councilman Tom move the issue forward, he said he
McCabe dissenting to allow the district probably wouldn't support the rules
to set up the following rules for their because he doesn't think it's appropriate
eight units donated by the Thomas E. to tie housing to employment. Mayor
Moore family located off of Maroon Rachel Richards was not at the meeting.
Creek Road: Her decision will likely be the
• School district employees must determining vote.
commit to work for the district for 10 In December, the council voted
years after buying a unit. against the school district proposal but
• If a teacher who owns a unit leaves reconsidered the issue Monday because
before the 10 years are up, then school of a letter written by the Pitkin Board of
district employees would get the first County Commissioners urging the city
chance to buy the unit before it goes leaders to change their minds.
Tuesday, January 11, 2000 • The Aspen Times 5
City rethinks stand on
school district housing
By Sarah S. Chung
Aspen Times Staff Writer
The Aspen City Council, backing
off on an earlier stance, moved Mon-
day toward allowing the Aspen School
District more control over its employ-
ee housing in the Moore subdivision.
Six of the 31 affordable housing
units under construction near the
Aspen schools campus as part of the
Moore development are assigned to
the district.
Last month, the City Council
rejected a request from the school
board to keep some measure of con-
trol over who's living in the units.
School officials wanted the ability to
force out any buyer of one of the dis-
trict units who puts in less than 10
years of employment with the district.
But after all five Pitkin County
commissioners appealed to the city to
reconsider, Mayor Rachel Richards
agreed to have the council revisit the
issue. Commissioners, who had
reviewed the Moore project before it
was annexed to the city, had agreed to
let the school district control its units.
In their deliberations yesterday,
council members were split on the
touchy issue of tying an employee's
housing to his or her employment.
Council members Tom McCabe and
Terry Paulson disliked the idea of giv-
ing employers so much authority over
an employee's life.
"If someone stays in a job and is
miserable, just to stay in their hous-
ing, that's a bad situation," Paulson
said.
But Councilman Jim Markalunas,
who cast the only dissenting vote in
December, stuck to his position that
teachers are a "backbone to the com-
munity" and the district should not
lose its ability to house them..
Councilman Tony Hershey, how-
ever, was swayed from his earlier
opposition to the school board's
request. School district officials argue
that housing is the district's "number
one problem" in recruiting and retain-
ing qualified employees.
In the end, Paulson sided with
Markalunas and Hershey and the
council voted 3-1 on first reading to
allow the district to link the 10-year
employment tenure to the housing
units. McCabe dissented.
The council must approve the res-
olution on second reading before it is
final.
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MEMORANDUM
TO: Mayor and City Council
THRU: Amy Margerum, City Manager
John Worcester, City Attorney
Julie Ann Woods, Community Development Director
Joyce Ohlson, Deputy Director
FROM: Nick Lelack, Planner
RE: Moore Family PUD Amendment — School District Request to Change
Master Deed Restriction Agreement for Occupancy and Resale of the
Moore Family Project — First Reading
DATE: October 25, 1999
SUMMARY:
The Aspen School District, represented by Glenn Horn, has applied for changes to
the "Master Deed Restriction Agreement for Occupancy and Resale of the Moore
Family Project," which is part of the Moore Family PUD. The Moore Family
PUD developer will sell eight (8) affordable housing units to the Aspen School
District. The nature of this request is a change in housing policies concerning
the deed restrictions for occupancy and resale of these eight (8) units.
The applicant is requesting the following changes:
1. Require School District for less than 10 years
and who owns and occupies a "category unit" to sell the unit within one year
after terminatingImnloyment with the School District. And, when the unit is
offered for sale, the School District will be offered the first right of refusal to
resell the unit to a School District employee.
C rrentl, the Master Deed Restriction states that "The Aspen School District will
have the right of first refusal for any of these specific units, which may come for
resale. If an owner o one o t ese units is no longer employed with the Aspen
School District, that owner retains the right of ownership as long as that owner is
a qualified employee of Pitkin County or retires."
The reason for this request is that the applicant is concerned that an employee
may acquire a unit and soon after stop working for the School District, but
continue to own the unit. The unit would then no longer be available for School
District employees as originally intended.
2. Exempt a School District employee from the minimum occupancy guidelines
provided that the School District employee rents any bedroom not occupied
l by an owner or owner's family member to a School District employee.
The reason for this request is that the current minimum occupancy guidelines of
\ ' one person per bedroom precludes a School District employee without children
f� from acquiring a dwelling unit and renting a bedroom to another School District
U
® employee to meet the occupancy guidelines.
X 3. R st ' t t RIJ i c (R its only o
C
ex pt ern from the income and price guidelines.
—7 �5 V,3 D`^) r,O Up R fv�- Cry 19 a A �
The 1999 Housing Guidelines, adopted by the City of Aspen, established an
income and assets cap. However, the Memorandum of Understanding between
the Aspen School District and the James E. Moore Family Partnership, LLLP,
L recorded on August 10, 1998 states that after the units are sold to the Aspen
School District "the units will be subject to the Aspen Pitkin Housing Authority
Resident Occupied (RO) guidelines for occupancy only, income and sales
guidelines shall not apply." It should be noted that the Housing Authority was
not party to this Memorandum of Understanding.
The School District contends that the Master Deed Restriction mistakenly restricts
Resident Occupied (RO) units to all the RO guidelines, including income and
price caps. The reason for this request is that the School District does not want to
preclude top administrators from owning these units because their income or
assets exceed the income and price guidelines.
4. Require the developer to sell the two (2) Resident Occupied (RO) units to the I
School District for prices not to exceed the Category four (4) guidelines. J
The Memorandum of Understanding between the Aspen School District and the
James E. Moore Family Partnership, LLLP states that:
"One four (4) bedroom unit will be constructed in Pod two (2), Phase
two (2) and sold to the District. One three (3) bedroom unit will be
constructed in Pod four (4), Phase three (3) and sold to the District.
The initial sales price of these two (2) units shall not exceed the
maximum sales price for Category four (4) single family dwelling
units as defined in the Aspen Pitkin County Housing Authority
Guidelines in effect at the time of the sale."
However, the Master Deed Restriction does not require the developer to sell the
units to the School District with a maximum price consistent with Category four
(4) guidelines.
The City of Aspen asked Pitkin County for referral comments in that the Board of
County Commissioners (BOCC) approved the PUD in 1998. On October 13,
1999, the BOCC discussed the application at a work session. The BOCC voted 3-
0 to recommend that the Aspen City Council approve the four (4) requests in the
application; subsequently, Suzanne Konchan, the County Manager, drafted the
referral comments including the recommendation. The BOCC referral comments
were not available at the time this memorandum was prepared. Staff hopes to
have these comments prior to the Council meeting.
In addition, the Housing Board will have reviewed the request on October 20,
1999. At the time of this writing, Community Development staff has not received
the Housing Authority's memorandum and recommendation for the Housing
Board, or the Housing Board's recommendation. Again, staff hopes to provide
this to Council prior to the meeting on October 25.
Community Development staff is not making a recommendation on this
application because the nature of the request is housing policy (not land use
related), which is under the purview of the City Council with advisory
recommendations from the Housing Board and Housing Authority.
APPLICANT:
Aspen School District
BACKGROUND:
The Pitkin County Board of County Commissioners approved the Moore Family
PUD (planned unit development) on April 7, 1998 by Resolution 98-57.
Subsequently, the City of Aspen annexed the property on June 28, 1999 by
Ordinance Number 24, Series 1999.
The Moore Family PUD will include 31 single-family detached affordable
housing units. Eighteen of the affordable housing units were required to satisfy
the Moore Family PUD affordable housing mitigation as part of the Metro Area
Residential Growth Management Quota System, and will be sold in the lottery
system. The developer is building the remaining 13 affordable housing units to
sell to the following entities:
3 units to qualifying employees of the Aspen Valley Hospital;
2 units to Moore Family members; and
8 units to the Aspen School District.
The 8 units allocated to the School District are categorized as follows:
• 1 Resident Occupied 4-bedroom unit;
• 1 Resident Occupied 3-bedroom unit;
• 2 "Category 4" 3-bedroom units; and
0 4 "Category 3" 3-bedroom units.
PROPOSED MOTION:
"I move to adopt Ordinance Number _ upon First Reading."
CITY MANAGER COMMENTS:
CAhome\Active Cases\Moore PUD school district housing\Council Memofirst reading.doc
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RECEIVED
October 18, 1999 OCT 2 2 1999
ASrtrvirilh, .
Aspen City Council COMMUNITY DEVELOPMENT
130 S. Galena
Aspen, CO 81611
Mayor Richards and Members of City Council:
0
Pitkin County
The Pitkin County Commissioners reviewed the application submitted by the Aspen
School District requesting modifications to the AH deed restrictions at the Moore
Subdivision. As the Council is aware, the BOCC strongly supports the School District's
requests. We urge the City Council to approve the amendments.
During the course of our review, the Board of County Commissioners discussed the
proposal to allow employees who have lived in these units for ten years (while under the
District's employment), to remain in the unit post -employment. While we appreciate the
willingness of the School District to reward long-term employees, we suggest that a
sliding scale may be more appropriate. For example, a ten-year employee who has lived
in a unit and worked for the District could be eligible for a five-year retention of the unit
should they leave employment. A sliding scale that reflects approximately 50% of the
tenure in the unit may better preserve affordable housing for the School District.
The BOCC also discussed the School District's request for an unlimited resale price on
Resident Occupied units. As their representative explained to the BOCC, the School
District would like to clarify that no appreciation cap would be required on RO units. We
believe that this is counterproductive and may result in units that escalate in price beyond
future employees' ability to repurchase these units.
These comments are simply offered for your information, and do not, in any way, reduce
our support for the modifications requested by the School District. Thank you for an
opportunity to offer referral comments on this application.
Sincerely,
PI COUNTY CFir
SSIONERS
Leslie J. Lam , Ch
Administration County Commissioners County Attorney Finance and Use Tax
530 E. Main, Suite 301 Suite 301 Suite 302 530 E. Main, Suite 201
Aspen, CO 81611 530 E. Main Street 530 E. Main Street Aspen, CO 8161 1
(970) 920-5200 Aspen, CO 81611 Aspen, CO 81611 (970) 920-5220
PRINTEDON FAX 920-5198 (970) 920-51 50 (970) 920-5190 FAX 920-5230
RECYCLED PAPER
Joyce Ohlson, 09:00 AM 9/21/99 , aspen school district/Moore su
X-Sender: joyceo@comdev
Date: Tue, 21 Sep 1999 09:00:22 -0600
To: nickl
From: Joyce Ohlson <joyceo@ci.aspen.co.us>
Subject: aspen school district/Moore subdivision
>X-Sender: amym@commons
>Date: Mon, 20 Sep 1999 12:29:50 -0600
>To: joyceo@ci.aspen.co.us
>From: Amy Margerum <amym@ci.aspen.co.us>
>Subject: aspen school district/Moore subdivision
>>X-Sender: suzannek@commons.co.pitkin.co.us
>>Date: Wed, 26 May 1999 15:12:26 -0600
>>To: juliew@co.pitkin.co.us, amym@co.pitkin.co.us
>> From: Suzanne Konchan <suzannek@ci.aspen.co.us>
>>Subject: aspen school district/Moore subdivision
>>Julie Anne/Amy:
>>The BOCC discussed a letter from John Seigle on behalf of the Aspen
School
>>District requesting amendments to the deed restrictions on the six
employee
>>units designated for teachers at the Moore subdivision. John and
the school
>>district had been advised for some time that a subdivision amendment
was
>>necessary to complete their request. Nonetheless, the District has
yet to
>>submit an amendment application. They have, however, approached the
Housing
>>Authority, who reviewed the proposal. The Authority recommended the
>>amendments not be approved.
>>We understand that members of the City Council suggested to Shellie
this
>>Monday that the County consider the amendment before annexation.
The BOCC
>>was unwilling to expedite a yet to be submitted application before
the
>>anticipated July lst annexation, and have directed me to tell John
Seigal
>>that he needs to work with the City on the amendment. I discussed
this
>>possibility with Julie Anne last Friday. John has now a voicemail
message
>>to this affect awaiting him at his office, with Julie Ann's phone
number.
Printed for Nick Lelack <nickl@ci.aspen.co.us> 1
>>Having made this decision, at least two, and maybe all five of the
BOCC
>>members expressed a strong desire to be a part of the City Council
dialogue
>>when the amendment request is before Council. Amy, you and I had
discussed
>>the concept of a joint meeting regardless of which elected body was
the
>>final decision making entity. I think the BOCC would appreciate
>>participating in that type of venue, understanding that the vote
will be
>>solely Council's.
>>I hope this e-mail is clear. I will send a copy of John's letter to
you
>>both inter -office mail. Please call me if you have questions and
when a City
>>Council meeting is scheduled. Thanks
>>suzanne
Printed for Nick Lelack <nickl@ci.aspen.co.us> 2
0
Joyce Ohlson, 01:33 PM 9/20/99 , No Subject
X-Sender: joyceo@comdev
Date: Mon, 20 Sep 1999 13:33:18 -0600
To: nickl
From: Joyce Ohlson <joyceo@ci.aspen.co.us>
>To: Lelack.Nick
>From: Joyce Ohlson <joyceo@ci.aspen.co.us>
>Subject: Re: School Housing
>>X-Sender: amym@commons
>>Date: Mon, 20 Sep 1999 12:14:05 -0600
>>To: joyceo@ci.aspen.co.us
>>From: Amy Margerum <amym@ci.aspen.co.us>
>>Subject: Re: School Housing
>>>X-Sender: davet@commons.ci.aspen.co.us
>>>Date: Fri, 02 Apr 1999 11:21:49 -0700
>>>To: Amy Margerum <amym@ci.aspen.co.us>
>>>From: Dave Tolen <davet@ci.aspen.co.us>
>>>Subject: Re: School Housing
>>>Cc: hilarys@ci.aspen.co.us
>>>X-Attachments: C:\HOME\WORDDOCS\PLANNING\SCH_DIST.DOC;
>>>Amy,
>>>This is scheduled for the April 7 Housing Board meeting. I have
attached the
>>>memo I wrote, when this was originally scheduled for an earlier
meeting. We
>>>have been in touch with Jon Seigle and he has a copy of the memo as
well.
>>>Dave
>>>At 01:47 PM 3/26/99 -0700, Amy Margerum wrote:
»» Hilary:
>> >>Remember the request from John Seigle re: the Moore housing and
their desire
»»to have more control over the tenants etc ... we had talked about
handling
>> >>this jointly since the City is in the process of annexing the
Moore
»»property. Rachel indicated that although the Housing staff issued
an
»»opinion it had not gone to the Housing Board and should do so
before it is
>> >>bumped up to City Council and the BOCC. Have you given this any
thought?
Printed for Nick Lelack <nickl@ci.aspen.co.us> 1
»» Dave, will this go to the Housing Board soon? I'd like to get
back to Mr.
»»Seigle and let him know what the status is. Thanks.
>>>Attachment Converted: C:\HOME\AMYM\INATTACH\SCH_DIST.doc
Printed for Nick Lelack <nickl@ci.aspen.co.us> 2