HomeMy WebLinkAboutCouncil Actions 10-19-20ROANOKE CITY COUNCIL
REGULAR SESSION
OCTOBER 19, 2020
2:00 P.M.
CITY COUNCIL CHAMBER
AGENDA
BESTPITCH
41895 - 101920
The City of Roanoke is a safe, caring and economically vibrant community in
which to live, learn, work, play and prosper
A vibrant urban center with strong neighborhoods set amongst the spectacular
beauty of Virginia's Blue Ridge
1. Call to Order - -Roll Call. All Present (Vice -Mayor Cobb
participated by electronic means).
The Invocation was delivered by Council Member Anita J. Price.
The Pledge of Allegiance to the Flag of the United States of America was
led by Mayor Sherman P. Lea, Sr.
Welcome. Mayor Lea.
NOTICE-
Today's Council meeting will be televised live and replayed on RVTV Channel 3
on Thursday, October 22 at 7:00 p.m., and Saturday, October 24 at 4:00 p.m.;
and video streamed through Facebook Live at facebook.com /RoanokeVa.
Council meetings are offered with closed captioning for the hearing impaired.
1
ANNOUNCEMENTS:
The Council of the City of Roanoke is seeking applications for the following
current vacancies and /or upcoming expirations of terms of office:
Building and Fire Code Board of Appeals — one vacancy (Builder)
City of Roanoke Finance Board — one vacancy
Equity and Empowerment Advisory Board - seven vacancies
Human Services Advisory Board — one vacancy
Mill Mountain Advisory Board — two vacancies
Roanoke Neighborhood Advocates — two vacancies
Towing Advisory Board - one vacancy
Youth Services Citizen Board - two vacancies (Student)
Access the City's homepage to complete an online application for the
abovementioned vacancies.
2. PRESENTATIONS AND ACKNOWLEDGEMENTS: NONE.
3. HEARING OF CITIZENS UPON PUBLIC MATTERS:
Q
C -1
City Council sets this time as a priority for citizens to be heard. If deemed
appropriate, matters will be referred to the City Manager for response,
recommendation or report to the Council.
Barbara N. Duerk, 2607 Rosalind Avenue, S. W., appeared before the
Council regarding bicycle accessibility on Avenham Avenue, S. W.; and
provided recommendations regarding equity and equality within City
boards and commissions.
CONSENT AGENDA:
(APPROVED 6 -0)
All matters listed under the Consent Agenda are considered to be routine by the
Members of City Council and will be enacted by one motion. There will be no
separate discussion of the items. If discussion is desired, the item will be
removed from the Consent Agenda and considered separately.
Minutes of the regular meeting of City Council held on Monday, October 5,
2020.
RECOMMENDED ACTION: Dispensed with the reading of the minutes
and approved as recorded.
E
C -2 A communication from Mayor Sherman P. Lea, Sr., requesting that
Council convene in a Closed Meeting to discuss the 2020 Citizen of the Year
Award, pursuant to Section 2.2 -3711 (A)(10), Code of Virginia (1950), as
amended.
RECOMMENDED ACTION: Concurred in the request.
C -3 A communication from Mayor Sherman P. Lea, Sr., requesting that
Council convene in a Closed Meeting to discuss a personnel matter, being the
selection of a candidate to fill the unexpired term of office of Djuna Osborne as a
Member of Roanoke City Council, pursuant to Section 2.2 -3711 (A)(1), Code of
Virginia (1950), as amended.
RECOMMENDED ACTION: Concurred in the request.
C -4 A communication from the City Attorney requesting that Council convene
in a Closed Meeting to consult with legal counsel and hear briefings by staff
members or consultants pertaining to actual litigation, where such consultation or
briefing in open meeting would adversely affect the negotiating or litigation
posture of the City, pursuant to Section 2.2 -3711 (A)(7), Code of Virginia (1950),
as amended.
RECOMMENDED ACTION: Concurred in the request.
C -5 A communication from the City Manager requesting that Council convene
in a Closed Meeting for discussion and consideration of the acquisition of real
property for public purposes, pursuant to Section 2.2 -3711 (A)(3), Code of
Virginia (1950), as amended.
RECOMMENDED ACTION: Concurred in the request.
C -6 A communication from the City Manager requesting that Council schedule
a public hearing to be held on Monday, November 16, 2020, at 7:00 p.m., or as
soon thereafter as the matter may be heard, or such later date and time as the
City Manager shall determine, in his discretion, to enter into a Parking Agreement
for unreserved parking permits for the Center in the Square Garage located at 11
Campbell Avenue, S. E.
RECOMMENDED ACTION: Concurred in the request.
REGULAR AGENDA:
5. PUBLIC HEARINGS:
a. Receive views of citizens regarding the applicants interviewed on Monday,
October 5, to fill the unexpired term of office of Djuna L. Osborne as a
Member of Roanoke City Council. The candidates are Dr. John R.
Clements, Elizabeth Doughty, Alvin L. Nash, Luke W. Priddy and Vivian
Sanchez - Jones.
No action taken.
3
6. PETITIONS AND COMMUNICATIONS: NONE.
7. REPORTS OF CITY OFFICERS AND COMMENTS OF THE
CITY MANAGER:
a. CITY MANAGER:
BRIEFINGS: NONE.
ITEMS RECOMMENDED FOR ACTION:
1. Execution of a Local Match Agreement and Performance
Agreement among the City of Roanoke, Economic Development
Authority and ASGN Incorporated in connection with expansion of
its workforce.
Adopted Ordinance No. 41895 - 101920 and Ordinance No.
41896- 101920. (6 -0)
2. Repeal Budget Ordinance No. 41853 - 090820 appropriating funds in
connection with the FY 20 Coronavirus Aid, Relief, and Economic
Security Act — Coronavirus Relief Fund for the Board of Elections.
Adopted Budget Ordinance No. 41897 - 101920. (6 -0)
COMMENTS OF THE CITY MANAGER. NONE.
8. REPORTS OF COMMITTEES:
a. A report of the Roanoke City School Board requesting appropriation of
funds for various educational programs; and a report of the City Manager
recommending that Council concur in the request. Donna Caldwell,
Director of Accounting, Spokesperson.
Adopted Budget Ordinance No. 41898 - 101920. (6 -0)
9. UNFINISHED BUSINESS: NONE.
10. INTRODUCTION AND CONSIDERATION OF
ORDINANCES AND RESOLUTIONS: NONE.
12
11. MOTIONS AND MISCELLANEOUS BUSINESS:
a. Inquiries and /or comments by the Mayor and Members of City Council.
Council Member Price announced that High Street Baptist Church is
offering free rides to the General Election voting precincts now
through Tuesday, November 3, 2020; contact the church office at
540 - 563 -0123 for additional information.
Council Member Bestpitch announced the month of November was
"Movember" an annual event to raise awareness of men's health
issues; encouraged all men to get annual check -ups and to grow
moustaches or beards in the month of November to support
"Movember "; and brought attention to the wording on a plaque on
the north entrance to the Municipal Building from Campbell Avenue
that refers to a fort erected in 1756 "to guard the frontier from hostile
Indians" and "the massacre of pioneer settlers in the Roanoke Valley
by Delaware and Mingo Indians" in 1764 and offered to work with a
history professor at Roanoke College in Colonial and Early American
history to develop an interpretive sign that could be displayed next
to the plaque.
Council Member White -Boyd reminded the public that Valley Metro
would be providing free rides to the election polls on Election Day,
Tuesday, November 3, 2020.
Council Member Davis advised that 24 percent of City of Roanoke
citizens have elected to vote early in person or dropped off their
completed absentee ballots and thanked residents for their support
of the very important election.
b. Vacancies on certain authorities, boards, commissions and committees
appointed by Council.
Appointed Hannah Oakes to replace Troy Gusler as a member of the
Gun Violence Task Force. (6 -0)
12. RECESSED - 3:28 P.M.
THE COUNCIL MEETING WAS DECLARED IN RECESS FOR A CLOSED MEETING;
AND THEREAFTER TO RECONVENE AT 7:00 P.M., IN THE COUNCIL CHAMBER,
ROOM 450, NOEL C. TAYLOR MUNICIPAL BUILDING.
5
ROANOKE CITY COUNCIL
REGULAR SESSION
OCTOBER 19, 2020
7:00 P.M.
CITY COUNCIL CHAMBER
215 CHURCH AVENUE, S. W.
AGENDA
Call to Order - -Roll Call. All Present (Vice -Mayor Cobb
participated by electronic means).
The Invocation was delivered by The Reverend Kevin McNeil, Pastor,
Bethany Christian Church.
The Pledge of Allegiance to the Flag of the United States of America was
led by Mayor Sherman P. Lea, Sr.
Welcome. Mayor Lea.
CERTIFICATION OF CLOSED MEETING. (6 -0)
NOTICE:
Tonight's Council meeting will be televised live and replayed on RVTV Channel 3
on Thursday, October 22 at 7:00 p.m., and Saturday, October 24 at 4:00 p.m.;
and video streamed through Facebook Live at facebook.com /RoanokeVa.
Council meetings are offered with closed captioning for the hearing impaired.
A. PUBLIC HEARINGS:
1. Request of Elizabeth C. Barbour, Esquire to vacate, discontinue and close
an alleyway between two residential properties located at 708 and 712
Arbutus Avenue, S. E. Elizabeth C. Barbour, Esquire, Owner,
Spokesperson.
Adopted Ordinance No. 41899 - 101920. (6 -0)
2. Request of ABRE Holdings, Inc., to rezone property located 3402 and
3410 Avenham Avenue, S. W., and 562 Dillard Road, S. W., from R -12,
Residential Single Family to MXPUD, Mixed Use Planned Unit
Development District. Ben Crew, Agent, Balzer and Associates, Inc.,
Spokesperson.
Adopted Ordinance No. 41900 - 101920. (6 -0)
3. Proposal of the City of Roanoke to consider the adoption of a Commercial
Property Assessed Clean Energy (C -PACE) Program to provide C -PACE
loans for the initial acquisition and installation of eligible clean energy,
resiliency, and /or stormwater management improvements with willing
owners of qualifying properties, which may include renovations to existing
properties or new construction. Robert S. Cowell, Jr., City Manager.
Adopted Ordinance No. 41901 - 101920. (6 -0)
B. OTHER BUSINESS:
1. A resolution appointing an interim City Council Member to fill the Council
vacancy created by the resignation of Djuna L. Osborne for a term
commencing upon qualification and expiring December 31, 2022.
Adopted Resolution No. 41902 - 101920. (6 -0)
C. HEARING OF CITIZENS UPON PUBLIC MATTERS:
City Council sets this time as a priority for citizens to be heard. If deemed
appropriate, matters will be referred to the City Manager for response,
recommendation or report to the Council.
Aaron Stevenson, 1022 Alison Lane, Vinton, appeared before the Council
regarding failure of transparency of the Roanoke City Police Department.
Ian Bongard, 7881 Bradshaw Road, Salem, appeared before the Council
regarding how the City had mismanaged mountain biking trails and how to
work together to benefit all.
D. ADJOURNED - 7:36 P.M.
7
SHERMAN P. LEA, SR.
Mayor
CITY OF ROANOKE
OFFICE OF THE MAYOR
215 CHURCH AVENUE, S.W., SUITE 452
ROANOKE, VIRGINIA 24011-1594
TELEPHONE: (540) 853 -2444
FAX: (540) 853 -1145
EMAIL: MAYOR ((�)ROANOKEVA.GOV
October 19, 2020
The Honorable Vice -Mayor and Members
of the Roanoke City Council
Roanoke, Virginia
Dear Members of Council:
This is to request a Closed Meeting to discuss the 2020 Citizen of the Year Award,
pursuant to Section 2.2 -3711 (A)(10), Code of Virginia (1950), as amended.
Sincerely,
r. 4� C.,-., ?. 4 :�� .
Sherman P. Lea, Sr.
Mayor
SPL:ctw
Og RO,�
vlRarr��
SHERMAN P. LEA, SR.
Mayor
CITY OF ROANOKE
OFFICE OF THE MAYOR
215 CHURCH AVENUE, S.W., SUITE 452
ROANOKE, VIRGINIA 24011 -1594
TELEPHONE: (540) 853 -2444
FAX: (540) 853 -1145
EMAIL: MAYORa�ROANOKEVA.GOV
October 19, 2020
The Honorable Vice -Mayor Joseph L. Cobb and Members
of the Roanoke City Council
Roanoke, Virginia
Dear Vice -Mayor Cobb and Members of Council:
This is to request a Closed Meeting to discuss the selection of a candidate to fill the
unexpired term of office of Djuna L. Osborne, pursuant to Section 2.2- 3711(A)(1), Code of
Virginia (1950), as amended.
Sincerely,
Sherman P. Lea, Sr.
Mayor
SPL:ctw
CITY OF ROANOKE
OFFICE OF THE CITY ATTORNEY
464 MUNICIPAL BUILDING
215 CHURCH AVENUE, SW
ROANOKE, VIRGINIA 24011 -1595
Timothy R. Spencer TELEPHONE 540- 853 -2431
City Attorney FAX 540 - 853 -1221
EMAIL: cityatty@roanokeva.gov
The Honorable Mayor and Members
of City Council
Roanoke, Virginia
October 19, 2020
Re: Request for closed meeting
Dear Mayor Lea and Council Members:
David L. Collins
Heather P. Ferguson
Laura M. Carini
Douglas P. Barber, Jr.
Assistant City Attorneys
This is to request that City Council convene a closed meeting pursuant to Sec. 2.2 -371 LA.7, Code of Virginia,
to consult with legal counsel and hear briefings by staff members or consultants pertaining to actual litigation,
where such consultation or briefing in open meeting would adversely affect the negotiating or litigating
posture of the public body.
With kindest personal regards, I am
Sincerely yours,
Ti t R. Spencer
ity Attorney
LSC /l
c: Robert S. Cowell, Jr., City Manager
Cecelia F. McCoy, City Clerk
CITY COUNCIL AGENDA REPORT
To: Honorable Mayor and Members of City Council
Meeting: October 19, 2020
Subject: Request for Closed Meeting
This is to request that City Council convene in a Closed Meeting to discuss the
acquisition of real property by the City for public purposes, where discussions
in an open meeting would adversely affect the bargaining position or
negotiating strategy of the public body, pursuant to Section 2.2 -3711 (A)(3),
Code of Virginia (19S0), as amended.
--- - - - - -- Fowel�l.,Jir. - - - - - --
Robert S.
City Mana ger
Distribution: Council Appointed Officers
CITY COUNCIL AGENDA REPORT
To: Honorable Mayor and Members of City Council
Meeting: October 19, 2020
Subject: Request to Schedule a Public hearing for Parking Agreement for
Unreserved Parking Permits for the Center in the Square Garage
located at 1 1 Campbell Avenue, S.E.
Background:
The City of Roanoke is proposing to provide a Parking Agreement for 45 unreserved
parking permits within the Center in the Square Garage, a City -owned parking facility
located at 11 Campbell Avenue, S.E. in connection with development of a hotel. The
term for this Agreement would be for a period of twenty (20) years with the right to
extend the terms of the Agreement for up to four (4) additional five (5) year periods.
City Council approved a similar version of this agreement on February 18, 2020 with JS
Project, L.L.C. (Developer), a Virginia Limited Liability Company, related to Developer's
purchase of the former Liberty Trust Building located at 101 South Jefferson Street,
Roanoke, Virginia 24011. Developer intends to develop a boutique hotel (Hotel) with
up to 53 rooms. Since that time, the COVID -19 pandemic has caused unanticipated
delays to the Developer's construction schedule which will cause Developer to miss the
originally anticipated completion date of December 2020. Developer now anticipates
the project will be completed during the third quarter of calendar year 2021. Because
this date is beyond the scope of the previous agreement, the City is legally required to
conduct a new bidding process and hold a new public hearing to approve this
Agreement.
Therefore, pursuant to Sections 15.2 -2100 and 15.2 -2101, Code of Virginia
(1950), as amended, the City is required to give public notice, conduct a public
hearing, and adopt an ordinance by City Council. Subject to City Council's
concurrence with this request, a copy of the proposed agreement and related
bid forms will be placed with the City Clerk for public information and review
on or before November 2, 2020. The required legal advertisements will be placed
in the Roanoke Times on November 2, 2020 and November 9, 2020. The deadline
for submittal of bids to the City Clerk from interested parties will be Friday November
13, 2020 at 12:00 Noon. Bids received will be opened at the City Council meeting on
Monday, November 16, 2020 during the 2:00 PM session, and referred to
the City Manager for review and recommendation. The public hearing on the
bids will be held on November 16, 2020 during the City Council's 7:00 PM
session.
Recommended Action:
Authorize the scheduling and advertising for bids on this matter and for opening of
bids and a public hearing on November 16, 2020, or as soon thereafter as the matter
may be reached, or such other date and time as deemed appropriate by the City
Manager. 2 - -- ----------------- - - - - --
Robert S. Cowell, Jr.
City Manager
Distribution: Council Appointed Officers
W. Brent Robertson, Assistant City Manager for Community Development
Robert Ledger, Director, Economic Development
Marc B. Nelson, Manager, Economic Development
2
CITY OF ROANOKE - CLERKS OFFICE
Atln Cecelia Webb
215 CHURCH AVE SW
ROOM 456
ROANOKE, VA 24011
Dale Category
1 011 81202 0 Any -Wgria ROA
The Roanoke Times
Roanoke, Virginia
Affidavit of Publication
Account Number_'
6007932
Date
October 19, 2020
Desrriplinn Ad Size Total Cost
NOTICE Or VACANCY 2 x 0 00 IN 7w8 6?
Publisher of the
Roanoke Times
I, (the undersigned) an authorized representative of the
Roanoke Times, a daily newspaper published in Roanoke, in the
State of Virginia, do certify that the annexed notice NOTICE OF
VACANCY was published in said newspapers on the following
dates:
10109/2020
The First insertion being given ... 10109/2020
Newspaper reference: 0001142728
Billing Representative
Sworn to and subscribed before me this Monday, October 19, 2020
Notary 191aMD R Carsten
State of Virginia NOTARY PUBLIC „ ,
County of Hanover •r; I Ir,1, ,R, �. 4y
My Commission expires' 1
THIS IS NOT A BILL. PLEASE PAY FROM INVOICE. THANK YOU
NOTICE OF VACANCY
ROANOKE CITY COUNCIL
AND NOTICE OF PUBLIC HEARING
The Council of the City of Roanoke has
obtained applicants for a vacancy on
Council, the term of office which will
run through December 31, 2022.
Council will fill the vacancy by
appointment
On October 5, 2020, City Council
conducted public interviews of those
applicants selected for interviews.
On October 19, 2020, at 2:00 p.m., or as
soon thereafter as the matter may be
reached, Council will hold a public
hearing to hear the views of citizens on
the applicants who were interviewed.
The public hearing will be held in the
City Council Chamber, Fourth Floor,
Noel C. Taylor Municipal Building, 215
Church Avenue, S.W., Roanoke,
Virginia.
City Council will announce Its
appointment during the 7:00 p.m.
session of City Council on Monday,
October 19, 2020.
If you are a person with a disability
who needs accommodations for this
hearing, please contact the City Clerk's
Office at 853.2541, by 12:00 p.m., Noon,
on October 16, 2020.
GIVEN under my hand this 8th day of
October, 2020.
Cecelia F. McCoy, City Clerk
�> NOTICE OF VACANCY
ROANOKE CITY COUNCIL
AND NOTICE OF PUBLIC HEARING
On October 5, 2020, City Council conducted public interviews of applicants selected to fill
the unexpired term of office of Djuna Osborne ending December 31, 2022. The candidates are: John
Randolph Clements, Elizabeth Doughty, Alvin L. Nash, Luke W. Priddy and Vivian Sanchez - Jones.
On October 19, 2020, at 2:00 p.m., or as soon thereafter as the matter may be reached,
Council will hold a public hearing to hear the views of citizens on the applicants who were
interviewed. The public hearing will be held in the City Council Chamber, Fourth Floor, Noel C.
Taylor Municipal Building, 215 Church Avenue, S.W., Roanoke, Virginia.
This public hearing may be conducted by electronic communication means due to the
COVID -19 pandemic disaster. All persons wishing to address City Council must sign -up with the
City Clerk's Office by emailing clerk @roanokeva.gov or calling (540) 853 -2541 by 11:00 a.m., on
October 19, 2020.
City Council will announce its appointment during the 7:00 p.m. session of City Council on
Monday, October 19, 2020.
If you are a person with a disability who needs accommodations for this hearing, please
contact the City Clerk's Office at 853 -2541, by 12:00 p.m., Noon, on October 16, 2020.
GIVEN under my hand this 9th day of October, 2020.
Cecelia F. McCoy, City Clerk.
NOTE TO PUBLISHER:
Publish in full once in The Roanoke Tribune on Thursday, October 15, 2020, and once in the
Virginia Section of The Roanoke Times on Friday, October 9, 2020.
Send publisher's affidavit and bill to:
Cecelia F. McCoy, City Clerk
Room 456, Noel C. Taylor Municipal Building
215 Church Avenue, S.W.
Roanoke, VA 24011 -1536
�w5
IN THE COUNCIL OF THE CITY OF ROANOKE, VIRGINIA
The 19th day of October, 2020.
No. 41895 - 101920.
AN ORDINANCE authorizing the proper City officials to execute a Local Match
Agreement supporting a Commonwealth's Development Opportunity Fund Performance
Agreement among the City of Roanoke, Virginia ( "City "), the Economic Development Authority
of the City of Roanoke, Virginia ( "EDA "), Virginia Economic Development Partnership
Authority ( "VEDP "), and ASGN Incorporated ( "ASGN "), that provides for a grant in the amount
not to exceed $150,000 subject to certain undertakings and obligations by ASGN in connection
with the creation of new jobs at ASGN's office located at 501 South Jefferson Street, Roanoke,
Virginia ; authorizing the City Manager to commit the City's portion of the Local Grant, defined
below, with the requirement that ASGN achieve certain performance targets as described in the
Local Match Agreement and to take such actions and execute such documents as may be
necessary to provide for the implementation, administration, and enforcement of the Local Match
Agreement; and dispensing with the second reading of this Ordinance by title.
WHEREAS, the City proposes to enter into a Local Match Agreement in the amount of
$150,000 to support the Commonwealth's Development Opportunity Fund ( "COF Grant ") with
Henrico County through the Virginia Economic Development Partnership Authority ( "VEDP ")
for the purpose of inducing ASGN to maintain its existing 119 positions, and to create an
additional 74 net new positions by December 31, 2023, at its Roanoke office as set forth in the
City Council Agenda Report dated October 19, 2020; and
WHEREAS, the Local Match Agreement requires the City to provide Local Incentives to
ASGN Incorporated in an amount of $150,000 ( "Local Grant "), all as more particularly set forth
in the Agenda Report;
1
THEREFORE, BE IT ORDAINED by the Council of the City of Roanoke as follows:
1. City Council hereby approves the terms of the Local Match Agreement among the
City, the EDA, VEDP and ASGN as set forth in the attachment to the Agenda Report, which
provides for certain undertakings and obligations by ASGN, as well as certain undertakings by
the City, the EDA, and VEDP. City Council further finds that the economic development grant
provided for by the Local Match Agreement will promote economic development within the City
and the Roanoke Region and will be of economic benefit to the City and its citizens.
2. The City Manager is hereby authorized on behalf of the City to commit the City's
portion of the Local Grant and execute the Local Match Agreement among the City, the EDA,
VEDP and ASGN, upon certain terms and conditions as set forth in the Agenda Report. The
Local Match Agreement shall be substantially similar to the one attached to such Agenda Report
and in a form approved by the City Attorney. Such Local Match Agreement will be considered
by the EDA on October 21, 2020.
3. The City Manager is further authorized to take such actions and execute such
documents as may be necessary to provide for the implementation, administration, and
enforcement of the Local Match Agreement, including, without limitation, delivering the Local
Grant to ASGN in accordance with the Local Match Agreement. Such other documents shall be
in a form approved by the City Attorney.
4. Pursuant to the provisions of Section 12 of the City Charter, the second reading of
this Ordinance by title is hereby dispensed with.
ATTEST:
City Clerk.
2
(: ) �k
IN THE COUNCIL OF THE CITY OF ROANOKE, VIRGINIA
The 19th day of October, 2020.
No. 41896 - 101920.
AN ORDINANCE authorizing the proper City officials to execute an Economic
Development Job Grant Performance Agreement ( "Performance Agreement ") among the City of
Roanoke, Virginia (the "City "), the Economic Development Authority of the City of Roanoke,
Virginia (the "EDA "), and ASGN Incorporated ( "ASGN "), that provides for a grant in the
amount of $150,000 subject to certain undertakings and obligations by the parties in connection
with the creation of new jobs at ASGN's office located at 501 South Jefferson Street, Roanoke,
Virginia; authorizing the City Manager to take such actions and execute such documents as may
be necessary to provide for the implementation, administration, and enforcement of such
Performance Agreement; and dispensing with the second reading of this Ordinance by title.
WHEREAS, the City has agreed to support, along with the City of Virginia Beach and
Henrico County, a Commonwealth's Development Opportunity Fund (a "COF Grant ") through
the Virginia Economic Development Partnership Authority ( "VEDP ") for the purpose of
inducing ASGN to relocate its headquarters to Henrico County and create and Maintain New
Jobs in its current facilities located in Virginia Beach and the City, as well as other locations in
the Commonwealth, as set forth in the City Council Agenda Report dated October 19, 2020;
WHEREAS, the City and the EDA have determined to make a combined grant in the
amount of $150,000 (the "Local Grant ") as support to the COF Grant and inducement for ASGN
to expand its operations in the City, and thereby creating and Maintaining a significant number
of New Jobs, as defined in the Performance Agreement;
WHEREAS, the City is willing to provide the support to the COF Grant by providing
one -half of the Local Grant to the EDA with the expectation that the EDA will match the City's
Ordinance Authorizing FDA Performance Agreement draft 10.15.20.doc I
one -half of the Local Grant and distribute to ASGN, provided that ASGN promises to meet
certain criteria relating to the creation and Maintenance of New Jobs;
WHEREAS, ASGN agrees to create and Maintain 74 New Jobs at an office facility in the
City of Roanoke, Virginia ( "Facility "); and provide an average annual wage, excluding benefits,
of at least $103,894;
WHEREAS, City staff has advised Council that the creation and Maintenance of New
Jobs will benefit economic development within the City and the Roanoke Region, and the
creation and Maintenance of New Jobs will provide additional tax revenue and services to
benefit the citizens of the City and the Roanoke Region; and
WHEREAS, the City and the EDA wish to encourage ASGN to create and Maintain New
Jobs in order to enhance and promote economic development within the City and the Roanoke
Region.
THEREFORE, BE IT ORDAINED by the Council of the City of Roanoke as follows:
City Council hereby approves the terms of the Economic Development Job Grant
Performance Agreement among the City, the EDA, and ASGN (the "Performance Agreement "),
as set forth in the attachment to the Agenda Report, which provides for certain undertakings and
obligations by ASGN, as well as certain undertakings by the City and the EDA. City Council
further finds that the economic development grant provided for by the Performance Agreement
will promote economic development within the City and the Roanoke Region and will be of
economic benefit to the City and its citizens.
2. The City Manager is hereby authorized on behalf of the City to execute the
Performance Agreement, upon certain terms and conditions as set forth in the Agenda Report.
The Performance Agreement shall be substantially similar to the one attached to such Agenda
Ordinance Authorizing EDA Performance Agreement draft 10.15.20.doc 2
Report and in a form approved by the City Attorney. The Performance Agreement will also be
subject to the approval of the EDA.
3. The City Manager is further authorized to take such actions and execute such
documents as may be necessary to provide for the implementation, administration, and
enforcement of the Performance Agreement. Such other documents shall be in a form approved
by the City Attorney.
4. Pursuant to the provisions of Section 12 of the City Charter, the second reading of
this Ordinance by title is hereby dispensed with.
ATTEST:
City Clerk.
Ordinance Authorizing EDA Performance Agreement draft 10.15.20.doc 3
C~
CITY COUNCIL AGENDA REPORT
N4W
To: Honorable Mayor and Members of City Council
Meeting: October 1911, 2020
Subject: City of Roanoke's Performance Agreement among the City of
Roanoke, Economic Development Authority of the City of Roanoke,
Virginia, and ASGN Incorporated for the expansion of workforce at its
office located at 510 South Jefferson Street, Roanoke, Virginia
Background:
The City of Roanoke, Virginia (City) and the Economic Development Authority of the
City of Roanoke (Authority) have agreed to work with the Virginia Economic
Development Partnership (VEDP) and other localities in Virginia (Henrico County and
the City of Virginia Beach) in providing Local Grants in conjunction with a
Commonwealth's Opportunity Fund Grant requested by Henrico County to attract the
headquarters of a California -based professional technology services company to
Henrico County and to expand the Company's current employment in offices located in
the City and City of Virginia Beach (Virginia Beach), through a Local Match Agreement
among the City of Roanoke, Authority, VEDP and ASGN Incorporated (Company) (Local
Match Agreement), and to enter into a Performance Agreement (Agreement) with the
Company to provide a combined City and Authority Local Grant total contribution not
to exceed $150,000. ASGN Incorporated is a Fortune 1000 Company and is well -
established in the professional technology services field. The Company operates in the
City as Apex Systems.
Considerations:
Under the terms of the Agreement, the Company agrees to maintain its existing 119
positions within the City, and to create an additional 74 net new positions, by
December 31, 2023. Such new positions will pay an average annual salary of more than
$103,894. The Company has also agreed to make capital improvements of
approximately $900,000 to their current facility, located at 501 South Jefferson Street.
Local Grant funds will be disbursed by the Authority at the completion of a three year
hiring ramp up period and after providing evidence to the City of Roanoke, the
Authority, and VEDP that it has (1) created and maintained 74 new positions as of the
execution of the agreement, and (2) that these new positions pay an annual salary of at
least $103,894.
Within 30 days of such verification, the City will disburse $75,000 in Local Grant
proceeds to the Authority. The Authority has 30 days upon receipt of such proceeds to
disburse a combined total of $150,000 ($75,000 from the City and an additional
$75,000 matched by the Authority) to the Company. Should the Company fail to
create and maintain a total of 74 new positions or the annual salary for such positions
falls below $103,894 such grant proceeds will be reduced accordingly in direct
proportion.
Recommended Action:
Adopt the attached ordinance authorizing the City Manager to execute the Local Match
Agreement and the Performance Agreement attached to this Agenda Report, and
execute such other documents and to take such further actions as may be necessary to
implement, administer and enforce the Local Match Agreement and Performance
Agreeme ments are subject to approval as to form by the City Attorney
- - - - -- - -- -------- - - - - --
Robert . owell, jr.
City Manager
Distribution: Council Appointed Officers
Brent Robertson, Assistant City Manager for Community Development
Amelia C. Merchant, Director of Finance
Robert Ledger, Director, Economic Development
Marc B. Nelson, Manager, Economic Development
Laura M. Carini, Assistant City Attorney
Sean T. Adkins, Economic Development Specialist
2
IN THE COUNCIL OF THE CITY OF ROANOKE, VIRGINIA
The 19th day of October, 2020.
No. 41897 - 101920.
AN ORDINANCE to appropriate funding from the Virginia Department of
Elections for the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) —
Coronavirus Relief Fund, amending and reordaining certain sections of the 2019 -2020
Grant Fund Appropriations, and dispensing with the second reading by title of this
ordinance.
BE IT ORDAINED by the Council of the City of Roanoke that the following
sections of the 2019 -2020 Grant Fund Appropriations be, and the same are hereby,
amended and reordained to read and provide as follows:
Appropriations
Expendable Equipment ( <$5000)
Other Equipment
Coronavirus Expenses
Revenues
CARES Act FY20 — Elections Offices Grant
35 -260- 2157 -2035
$ 10,435
35- 260- 2157 -9015
69,579
35- 260- 2157 -3081
2,768
35- 260- 2157 -2157 82,782
Pursuant to the provisions of Section 12 of the City Charter, the second reading of
this ordinance by title is hereby dispensed with.
ATTEST:
City Clerk.
m&7
CITY COUNCIL AGENDA REPORT
IQ 6-/
To: Honorable Mayor and Members of City Council
Meeting: October 19, 2020
Subject: Repeal of Budget Ordinance No. 41853 - 090820, adopted by Roanoke
City Council on September 8, 2020 and Acceptance of FY20
Coronavirus Aid, Relief, and Economic Security Act - Coronavirus
Relief Fund for the Board of Elections
Background:
By Budget Ordinance No. 41853- 090820, adopted by Roanoke City Council (City
Council) on September 8, 2020, City Council authorized an award by the Virginia
Department of Elections of a CARES Act Grant in the amount of $82,782 to the City of
Roanoke Board of Elections for the additional costs associated with the national
emergency related to the Coronavirus. These funds are required to be spent in the
prevention, preparation and response to Coronavirus for the 2020 Federal election
cycle. All costs charged to the grant must be paid by November 30, 2020, in advance
of the required federal reporting deadline of December 30, 2020. Upon further review,
the original Budget Ordinance was entered in FY21 when it should have been for FY20.
Considerations:
In order to correct this error, City staff recommends that Budget Ordinance No. 41853-
090820, be repealed, and the City Council adopt the new budget ordinance to enter, as
intended, the CARES Act Grant in the amount of $82,782 to the City of Roanoke Board
of Elections for FY20.
Recommended Action:
Adopt the accompanying budget ordinance to repeal Budget Ordinance No. 41853-
090820 adopted by City Council on September 8, 2020 and to establish the FY20
Coronavirus Aid, Relief, and Economic Security Act - Coronavirus Relief Fund for the
Board of Elections allocation described above, and to establish a revenue estimate in
the amount of $82,782, and to appropriate funding in the same amount into an
account to be established by the Director of Finance in the Grant Fund.
Robert S. Cowell, Jr.
City Manager
Distribution: Honorable Sherman A. Holland, Commissioner of the Revenue
Honorable Evelyn W. Powers, Treasurer
Sherman M. Stovall, Deputy City Manager
W. Brent Robertson, Assistant City Manager for Community Development
Amelia C. Merchant, Director of Finance
J. Andrew Cochran, Director of Elections
2
r�
IN THE COUNCIL OF THE CITY OF ROANOKE, VIRGINIA
The 19th day of October, 2020.
No. 41898-101920 .
AN ORDINANCE to appropriate Tun ding from the Commonwealth, federal and
private grant for various educational programs, amending and reordaining certain
sections of the 2020 -2021 School Grant Fund Appropriations, and dispensing with the
second reading by title of this ordinance.
BE IT ORDAINED by the Council of the City of Roanoke that the following
sections of the 2020 -2021 School Grant Fund Appropriations be, and the same are
hereby, amended and reordained to read and provide as follows:
APPROPRIATIONS
Coordinator
Teachers
Instructional Assistants
Secretary/Clerical
Grants Accountant
Social Security
Professional Development
Materials & Supplies
Instructional - Supplement
Other Professional Services
Professional Food Services
Materials and Supplies Educational and Recreational Supplies
Personal Services
Personal Services - Parental Involvement
Benefits
Benefits - Parental Involvement
Professional Development
Purchased Services
Purchased Services - Parental Involvement
Internal Printing - Parental Involvement
Travel
Leases & Rental Equipment
Indirect Cost
Miscellaneous Other Charges
Miscellaneous Other Charges - Parent Involement
Materials & Supplies
Materials & Supplies - Parental Involvement
Teachers
Program Coordinator /Site Manager
Activity Assistants
Social Security
Medical /Dental
Professioinal Contracted Services
Professional Transportation
Travel - Mileage, Meals & Lodging
Educational & Recreational Supplies
Transportation
Other Operating Supplies
Non - Capital Tech Hardware
302-
160-
0000-
1305-
101Q -
61100-
41124-
9-
07 $
37,371.00
302-
160-
0000-
1305-
101Q -
61100-
41121 -
9-
07
109,042.00
302-
160-
0000-
1305-
101Q -
61100-
41141 -
9-
07
16,061.00
302-
160-
0000-
1305-
101Q-
61100-
41151 -
9-
07
6,600.00
302-
218-
LMAT -
1000-
101Q -
62160-
41137-
9-
00
2,500.00
302-
160-
0000-
1305-
101Q -
61100-
42201 -
9-
07
14,390.00
302-
160-
0000-
1305-
101Q -
61100-
41129-
9-
07
2,147.00
302-
160-
0000-
1305-
101Q -
61100-
46620-
9-
07
300.00
302-
190-
1309-
1000-
120Q -
61310-
41129-
2-
08
3,600.00
302-
190-
1309-
1000-
120Q -
61310-
43313-
2-
08
5,700.00
302-
190-
1309-
1000-
120Q -
61310-
43314-
2-
08
1,600.00
302-
190-
1309-
1000-
120Q -
61310-
46614-
2-
08
2,600.00
302-
110-
0000-
0000-
132Q -
61100-
41121 -
3-
01
4,154,590.20
302-
110-
PINV -
0000-
132Q -
61100-
41121 -
3-
01
31,000.00
302-
110-
0000-
0000-
132Q -
61100-
42204-
3-
01
1,676,484.86
302-
110-
PINV -
0000-
132Q -
61100-
42204-
3-
01
2,808.49
302-
110-
0000-
1000-
132Q -
61100-
43313-
9-
01
146,777.58
302-
110-
0000-
0000-
132Q -
61310-
43381 -
9-
01
252,250.00
302-
110-
PINV -
0000-
132Q -
61310-
43381 -
9-
01
15,000.00
302-
110-
PINV -
1000-
132Q -
61310-
44450-
9-
01
700.00
302-
110-
0000-
1000-
132Q -
61310-
45551 -
9-
00
20,050.00
302-
110-
0000-
0000-
132Q -
61310-
45541 -
2-
00
80,000.00
302-
000-
INDC -
0000-
132Q -
00000-
62000-
0-
00
271,873.84
302-
110-
0000-
0000-
132Q -
63200-
45583-
2-
01
1,800.00
302-
110-
PINV -
0000-
132Q -
63200-
45583-
2-
01
3,434.58
302-
110-
0000-
0000-
132Q -
61100-
46613-
2-
01
518,537.86
302-
110-
PINV -
0000-
132Q -
61310-
46613-
9-
00
19,000.00
302-
110-
1102-
0420-
141Q -
61100-
41121 -
2-
05
36,450.00
302-
110-
1102-
0420-
141Q -
61100-
41124-
2-
05
39,657.00
302-
110-
1102-
0420-
141Q -
61100-
41141 -
2-
05
34,800.00
302-
110-
1102-
0420-
141Q -
61100-
42201 -
2-
05
8,038.00
302-
110-
1102-
0420-
141Q -
61100-
42204-
2-
05
2,500.00
302-
110-
1102-
0420-
141Q -
61100-
43313-
2-
05
37,340.00
302-
110-
1102-
0420-
141Q -
61100-
43343-
2-
05
34,024.00
302-
110-
1102-
0420-
141Q -
61100-
45551 -
2-
05
1,356.00
302-
110-
1102-
0420-
141Q -
61100-
46614-
2-
05
4,320.00
302-
110-
0000-
0000-
178Q -
63200-
43343-
9-
01
590,000.00
302-
110-
0000-
0000-
178Q -
64100-
46615-
9-
01
325,000.00
302-
110-
0000-
0000-
178Q -
68200-
46650-
9-
01
800,000.00
Adult Ed Teacher
302-
160-
0000-
1305-
353Q -
61100-
41121 -
9-
07
27,868.00
Social Security
302-
160-
0000-
1305-
353Q -
61100-
'42201
9-
07
2,132.00
Teachers
302-
160-
0000-
'1305
355Q -
61100-
41121 -
9-
07
18,579.00
Social Security
302-
160-
0000-
"1305
355Q -
61100-
42201 -
9-
07
1,421.00
Technology and Hardware Additions
302-
120-
0000-
0390-
754Q -
68200-
48210-
3-
02
1,755.12
REVENUE
Local Match
302-
160-
LMAT-
0000-
101Q-
00000-
72000-
0-
00 $
28,411.00
Federal Grant Receipts
302-
000-
0000-
0000-
101Q-
00000-
38002-
0-
00
160,000.00
Federal Grant Receipts
302-
000-
0000-
0000-
120Q -
00000-
38953-
0-
00
13,500.00
Federal Grant Receipts
302-
000-
0000-
0000-
132Q -
00000-
38010-
0-
00
7,194,307.41
Federal Grant Receipts
302-
000-
0000-
0420-
141Q -
00000-
38287-
0-
00
198,485.00
Federal Grant Receipts
302-
000-
0000-
0000-
178Q -
00000-
38379-
0-
00
1,715,000.00
State Grant Receipts
302-
000-
0000-
0000-
353Q -
00000-
32298-
0-
00
30,000.00
State Grant Receipts
302-
000-
0000-
0000-
355Q -
00000-
32298-
0-
00
20,000.00
Local /Other Revenue
302-
000-
0000-
0000-
754Q -
00000-
33832-
0-
00
1,755.12
Pursuant to the provisions of Section 12 of the City Charter, the second reading of
this ordinance by title is hereby dispensed with.
ATTEST:
City Clerk
October 19, 2020
The Honorable Sherman P. Lea, Sr., Mayor
and Members of Roanoke City Council
Roanoke, VA 24011
Dear Mayor Lea and Members of Council:
As a result of official School Board action on Tuesday,
September 13, 2020, the Board respectfully requests that City
Council approve the following appropriation request:
New Appropriation
Adult Basic Education 2020 -21
Preschool Development Grant Birth -to -Five 2020 -21
Title I, Part A, Improving Basic Programs 2020 -21
Title IV, Part B, Hurt Park Elementary School
Community Learning Center 2020 -21
Coronavirus Aid, Relief, and Economic Security
(CARES) Act - City of Roanoke 2020 -21
General Adult Education 2020 -21
RACE to GED 2020 -21
Elks Lodge #197
Award
$188,411.00
$13,500.00
$7,194,307.41
$198,485.00
$1,715,000.00
$30,000.00
$20,000.00
$1,755.12
On behalf of the School Board, thank you for your consideration.
Sincerely,
6'-�4 P-'u"
Cindy H. Poulton, Clerk
pc: Tim Spencer Verletta B. White
Bob Cowell Kathleen Jackson
Amelia Merchant Mary Talley (w /details)
Lutheria H. Smith
ROANOKE CITY
PUBLIC SCHOOLS
Strong Students. Strong Schools. Strong City.
School Board
Lutheria H. Smith
Chairperson
Dr. Eli C. S. Jamison
Vice Chairperson
Mark K. Cathey
Laura D. Rottenborn
Natasha N. Saunders
Joyce W. Watkins
Dick Willis
Verletta B. White
Superintendent
Cindy H. Poulton
Clerk of the Board
www.rcps.info p: 540.853.2381 f: 540.853.2951 P.O. Box 13145 Roanoke VA 24031
v
CITY COUNCIL AGENDA REPORT
To: Honorable Mayor and Members of City Council
Meeting: October 19, 2020
Subject: School Board Appropriation Request
Background:
As the result of official Roanoke City School Board action on Tuesday September 13, 2020 the
Board respectfully requested that City Council appropriate funding as outlined in this report.
The adult basic education program provides funds for the education of adults who have not
completed high school. The program will be reimbursed by federal funds in the amount of
$160,000. Matching funds are provided in the amount of $28,411. The program will end June 30,
2021. This is a continuing program.
The Preschool Development Grant (PDG) Birth -to -Five, provides funds to strengthen community
early childhood care and education systems. The Roanoke region has been identified as one of the
community pilots for this birth -to -five grant. The program will be fully reimbursed by federal funds
and will end June 30, 2021 .
The 2020 -2021 Title 1 , Part A, Improving Basic Programs grant provides federal assistance to
Roanoke City Public Schools for schools with high numbers or percentages of children from low -
income families to help ensure that all children meet challenging academic content and
achievement standards. The grant period will end September 30, 2022. This is a continuing
program.
The 2151 Century Community Learning Center grant (year three of a possible three year award)
supports the Hurt Park Elementary School Community Learning Center (CLC) in an effort to address
the critical attendance, academic, and parental involvement needs of the school in a safe,
supervised, and nurturing environment. The Hurt Park CLC is designed to provide significant
expanded learning opportunities after school and during the summer that contribute to reducing
violence and drug use while assisting students to meet or exceed local and state standards in core
academic subjects. The program will be fully reimbursed by federal funds and will end September
30, 2022. This is a continuing program.
The 2020 -2021 Coronavirus Aid, Relief, and Economic Security (CARES) Act - City of Roanoke Fund,
provides emergency relief funds for addressing the impact of the coronavirus pandemic in Virginia.
The city of Roanoke is providing funding for pandemic related costs in order to allow the school
CARES funding to be used to support virtual learning centers. The funds will be fully spent by
December 31, 2020.
The 2020 -2021 General Adult Education Program is the Virginia Initiative to provide instructors and
reimbursement for related expenses for general adult education courses for adults who did not
complete high school. The program is reimbursed 100% by state funds, passed through the
regional award for which Salem City Schools serves as fiscal agent. The above amounts represent an
estimation of Roanoke City's share of the award, with the final award amount dependent upon the
actual regional services provided in Roanoke City. This program will end May 31, 2021.
The 2020 -2021 Race to GED program is the Virginia Initiative to provide supplies, tuition, and
instructors to increase participation in GED examinations by adults who did not complete high
school. The program is reimbursed 100% by state funds, passed through the regional award for
which Salem City Schools serves as fiscal agent. This is a continuing program that will end May 31,
2021.
This award represents funding provided by the Elks Lodge #197 for the purchase of laptops to use
in conjunction with software for vision- impaired students.
Recommended Action:
We recommend that Council concur with this report of the School Board and adopt the attached
budget ordi a lish revenue estimates and to appropriate funding as outlined.
Robert S. Cowell, Jr.
City Manager
Distribution: Council Appointed Officers
Verletta White, Superintendent, RCPS
Chris Perkins, Acting Chief Operations Officer, RCPS
Kathleen M. Jackson, Chief Financial Officer, RCPS
Amelia C. Merchant, Director of Finance
2
CECELIA F. AICCOY, CHIC
Citc Clerk
CITY OF ROANOKE
OFFICE OF THE CITY CLERK
215 Church Avenue, S. W., Suite 456
Roanoke, Virginia 24011 -1536
Telephone: (540) 853 -2541
Fax: (540) 853 -1145
E-mail: clerked roanoke%a.goc
October 23, 2020
The Reverend Kevin McNeil, Pastor
Bethany Christian Church
3115 Fleming Avenue, N. E.
Roanoke, Virginia 24012
Dear Pastor McNeil:
CECELIA T. IN EBB, CHIC
Depuh City Clerk
On behalf of the Mayor and Members of the Roanoke City Council, I would like to
express sincere appreciation to you for delivering the Invocation at the regular meeting
of the Roanoke City Council, which was held on Monday, October 19, 2020.
It was a pleasure meeting you and look forward to having you return to deliver
invocations at future Council meetings.
Sincerely,
Cecelia F. McCoy, CMC
d�
City Clerk
CFM:ctw
CECELIA F. NICCOY, CHIC
Cih Clerk
CITY OF ROANOKE
OFFICE OF THE CITY CLERK
215 Church Avenue, S. X'., Room 456
Roanoke, Virginia 24011 -1536
Telephone: (540) 853 -2541
Fax: (540) 853 -1145
E-mail: clerk(n roanokeva.hov
October 21, 2020
Elizabeth C. Barbour, Esquire
712 Arbutus Avenue, S. E.
Roanoke, Virginia 24014
Dear Ms. Barbour:
CECELIA T. WEBB, C11C
Depuh Cit.N Clerk
I am enclosing copy of Ordinance No. 41899 - 101920 permanently vacating,
discontinuing and closing a public right -of -way in the City of Roanoke located on
708 and 712 Arbutus Avenue, S. E., as more particularly described hereinafter.
Paragraph 8 states that the applicant shall submit to the Subdivision Agent, receive all
required approvals of, and record with the Clerk of the Circuit Court for the City of
Roanoke, a subdivision plat. Such plat shall combine all properties, including the two -
city owned properties, which would otherwise dispose of the land within the right -of -way
to be vacated, as it extends from Arbutus Avenue S. E. to the Roanoke River, in a
manner consistent with law, and retain appropriate easements for the installation and
maintenance of any and all existing utilities that may be located within the right -of -way,
including the right of ingress and egress.
Furthermore, Paragraph 9 states the applicant shall, upon meeting all conditions to the
granting of the application, the applicant shall deliver a certified copy of this ordinance
for recordation to the Clerk of the Circuit Court of Roanoke, Virginia, indexing the same
in the name of the City of Roanoke, Virginia, as Grantor, and in the name of the
petitioner, and the names of any other parties in interest who may so request, as
Grantees. The applicant shall pay such fees and charges as are required by the Clerk to
effect such recordation.
The applicant shall, upon a certified copy of Ordinance No. 41899 - 101920 being
recorded by the Clerk of the Circuit Court of the City of Roanoke, Virginia, where deeds
are recorded in such Clerk's Office, file with the City Engineer for the City of Roanoke,
Virginia, the Clerk's receipt, demonstrating that such recordation has occurred.
Elizabeth C. Barbour
October 21, 2020
Page 2
Lastly, if all of the above conditions have not been met within a period of twelve (12)
months from the date of the adoption of this ordinance, then such ordinance will be null
and void with no further action by City Council being necessary, unless extended by the
Agent for the Planning Commission for an additional six (6) months prior to the end of
the twelve (12) month period.
The abovereferenced measure was adopted by the Council of the City of Roanoke at a
regular meeting held on Monday, October 19, 2020, and is in full force and effect upon
its passage.
Sincerely,
ed— J -
Cecelia F. McCoy, CMC
City Clerk
Enclosure
PC: Lilla Szakacs, 708 Arbutus Avenue, S. E., Roanoke, Virginia 24014
Appalachian Power Company, P. O. Box 16428, Columbus, Ohio 43216 -0428
Robert L. Wilson, 701 Arbutus Avenue, S. E., Roanoke, Virginia 24014
Barry D. Bratton, 707 Arbutus Avenue, S. E., Roanoke, Virginia 24014
Joseph P. Fernatt, 711 Arbutus Avenue, S. E., Roanoke, Virginia 24014
Kaitlin D. Classey, 715 Arbutus Avenue, S. E., Roanoke, Virginia 24014
Lahn and Sherry King, 702 Arbutus Avenue, S. E., Roanoke, Virginia 24014
Ashleigh M. Oliver, 716 Arbutus Avenue, S. E., Roanoke, Virginia 24014
The Honorable Brenda Hamilton, Circuit Court Clerk
Robert S. Cowell, Jr., City Manager
W. Brent Robertson, Assistant City Manager for Community Development
Chris Chittum, Director of Planning Building and Development
Timothy Spencer, City Attorney
Laura M. Carini, Assistant City Attorney
Ian D. Shaw, Planning Commission Agent
Susan Lower, Director of Real Estate Evaluation
Luke Pugh, City Engineer
Tina Carr, Secretary, City Planning Commission
Katharine Gray, City Planner
PUBLIC RIGHT OF WAY LOCATED ADJACENT TO
OFFICIAL TAX MAP NOS. 4160302, 4160303, 4160302R, and 4160303R
PROPERTY OWNER: CITY OF ROANOKE
IN THE COUNCIL OF THE CITY OF ROANOKE, VIRGINIA
The 19th day of October, 2020.
No. 41899 - 101920.
AN ORDINANCE permanently vacating, discontinuing and closing a public right -of -way
in the City of Roanoke located on 708 and 712 Arbutus Avenue, S.E., as more particularly
described hereinafter; and dispensing with the second reading of this ordinance by title.
WHEREAS, Elizabeth C. Barbour and Lilla Szakacs filed an application with the Council
of the City of Roanoke, Virginia ( "City Council "), in accordance with law, requesting City
Council to permanently vacate, discontinue and close a certain public right -of -way described
hereinafter;
WHEREAS, the City Planning Commission, after giving proper notice to all concerned
as required by §30 -14, Code of the City of Roanoke (1979), as amended, and after having
conducted a public hearing on the matter, has made its recommendation to Council;
WHEREAS, a public hearing was held on such application by City Council on October
19, 2020, after due and timely notice thereof as required by §30 -14, Code of the City of Roanoke
(1979), as amended, at which hearing all parties in interest and citizens were afforded an
opportunity to be heard on such application;
WHEREAS, it appearing from the foregoing that the land proprietors affected by the
requested closing of the subject public right -of -way have been properly notified; and
WHEREAS, from all of the foregoing, City Council considers that no inconvenience will
result to any individual or to the public from permanently vacating, discontinuing and closing
such public right -of -way.
THEREFORE, BE IT ORDAINED by the Council of the City of Roanoke, Virginia, that:
1. The public right -of -way situated in the City of Roanoke, Virginia, and more
particularly described as follows:
Undeveloped 10 foot wide alleyway extending approximately 135 feet from
Arbutus Avenue, S.E., to the Roanoke River, adjacent to Official Tax Map
Nos. 4160302, 4160303, 4160302R, and 4160303R. The platted alley runs
between 708 Arbutus Avenue, S.E., and 712 Arbutus Avenue, S.E., and
continues across the Roanoke River Greenway bisecting two City owned
parcels.
be, and is hereby permanently vacated, discontinued and closed, and that all right and interest of
the public in and to the same be, and hereby is, released insofar as City Council is empowered so
to do with respect to the closed portion of the right -of -way, reserving however, to the City of
Roanoke and any utility company or public authority, including, specifically, without limitation,
providers to or for the public of cable television, electricity, natural gas, telephone service, or
stormwater, an easement for sanitary sewer and water mains, television cable, electric wires, gas
lines, telephone lines, stormwater facilities, and related facilities that may now be located in or
across such public right -of -way, together with the right of ingress and egress for the maintenance
or replacement of such lines, mains or utilities, such right to include the right to remove, without
the payment of compensation or damages of any kind to the owner, any landscaping, fences,
shrubbery, structure or any other encroachments on or over the easement which impede access
for maintenance or replacement purposes at the time such work is undertaken; such easement or
easements to terminate upon the later abandonment of use or permanent removal from the above-
2
described public right -of -way of any such municipal installation or other utility or facility by the
owner thereof.
2. The applicant shall submit to the Subdivision Agent, receive all required
approvals of, and record with the Clerk of the Circuit Court for the City of Roanoke, a
subdivision plat. Such plat shall combine all properties, including the two -city owned properties,
which would otherwise dispose of the land within the right -of -way to be vacated, as it extends
from Arbutus Avenue SE to the Roanoke River, in a manner consistent with law, and retain
appropriate easements for the installation and maintenance of any and all existing utilities that
may be located within the right -of -way, including the right of ingress and egress.
3. Upon meeting all conditions to the granting of the application, the applicant shall
deliver a certified copy of this ordinance for recordation to the Clerk of the Circuit Court of
Roanoke, Virginia, indexing the same in the name of the City of Roanoke, Virginia, as Grantor,
and in the name of the petitioner, and the names of any other parties in interest who may so
request, as Grantees. The applicant shall pay such fees and charges as are required by the Clerk
to effect such recordation.
4. Upon recording a certified copy of this ordinance with the Clerk of the Circuit
Court of the City of Roanoke, Virginia, the applicant shall file with the Engineer for the City of
Roanoke, Virginia, the Clerk's receipt, demonstrating that such recordation has occurred.
5. If the above conditions have not been met within a period of twelve (12) months
from the date of the adoption of this ordinance, then such ordinance will be null and void with no
further action by City Council being necessary, unless extended by the Agent for the Planning
Commission for an additional six (6) months prior to the end of the twelve (12) month period.
6. The City Manager is authorized to sign the plat required by Paragraph 2 above, as
necessary.
7. Pursuant to the provisions of § 12 of the City Charter, the second reading of this
ordinance by title is hereby dispensed with.
ATTEST:
City Clerk.
11
CITY COUNCIL AGENDA REPORT
To: Honorable Mayor and Members of City Council
Meeting: October 19, 2020
Subject: Application by Elizabeth Barbour and Lilla Szakacs for alley vacation
for property located between 708 Arbutus Avenue SE and 712
Arbutus Avenue SE, bearing Official Tax Map Nos. 4160302 and
4160303, respectively, and adjacent to 2 properties located at 0
Arbutus Avenue SE, bearing Official Tax Map Nos. 4160302R and
4160303R, respectively.
Recommendation
The Planning Commission held a public hearing on Monday, October 12, 2020.
By a vote of 7 -0, the Commission recommended approval of the vacation of
right -of -way as requested, contingent upon the following conditions:
The applicant shall submit a subdivision plat to the Agent for the
Planning Commission, receive all required approvals of, and record the
plat with the Clerk of the Circuit Court for the City of Roanoke. Such plat
shall combine all properties, including the two -city owned properties,
which would otherwise dispose of the land within the right -of -way to be
vacated, as it extends from Arbutus Avenue SE to the Roanoke River, in a
manner consistent with law, and retain appropriate easements for the
installation and maintenance of any and all existing utilities that may be
located within the right -of -way, including the right of ingress and egress.
2. Upon meeting all conditions to the granting of the application, the
applicant shall deliver a certified copy of this ordinance for recordation to
the Clerk of the Circuit Court of Roanoke, Virginia, indexing the same in
the name of the City of Roanoke, Virginia, as Grantor, and in the name of
the petitioner, and the names of any other parties in interest who may so
request, as Grantees. The applicant shall pay such fees and charges as
are required by the Clerk to effect such recordation.
3. Upon recording a certified copy of this ordinance with the Clerk of the
Circuit Court of the City of Roanoke, Virginia, the applicant shall file with
the Engineer for the City of Roanoke, Virginia, the Clerk's receipt,
demonstrating that such recordation has occurred.
4. If the above conditions have not been met within a period of twelve (12)
months from the date of the adoption of this ordinance, then such
ordinance will be null and void with no further action by City Council
being necessary, unless extended by the Agent for the Planning
Commission for an additional six (6) months prior to the end of the
twelve (12) month period.
5. Authorizes the City Manager to sign the plat required by Condition 1
above, as necessary.
Application Information:
Request:
Applicant:
City Staff Person;
Official Tax Nos.:
Site Area:
Relevant Plans:
Filing Date:
Background:
Vacation of undeveloped alley between 708 Arbutus
Avenue SE and 712 Arbutus Avenue SE.
Elizabeth Barbour and Lilla Szakacs
Wayne Leftwich, Senior City Planner
Adjacent to Official Tax Map Nos. 4160302, 4160303,
4160302R,and 4160303R
+/900 square feet (additional 450 square feet
extending towards river)
Riverland/ Walnut Hills Neighborhood Plan, 2004
August 18, 2020
The undeveloped 10 foot wide alleyway extends approximately 135 feet from
Arbutus Avenue SE to the Roanoke River, adjacent to Official Tax Map Nos.
4160302, 4160303, 4160302R, and 4160303R. The platted alley runs between
708 Arbutus Avenue SE and 712 Arbutus Avenue SE and continues across the
Roanoke River Greenway bisecting two City owned parcels.
Proposed Use /Development:
The application was filed by both owners of 708 Arbutus Avenue SE and 712
Arbutus Avenue SE. They have asked for the vacation of the alleyway to provide
more space for their yards. The City's Parks and Recreation Department has
also expressed an interest in having the right of way vacated with the portion
along the greenway incorporated into the adjacent parcels. The City is
recommending the alley be vacated in its entirety, in line with the map attached
to this staff report.
Considerations:
The primary consideration in vacating a public right -of -way is any inconvenience
that the vacation may create.
2
Impact of Allev Vacation to Public Accessibilit
The right of way has never been developed and used as an alley. The platted
alley is disconnected from any other alleyways. It does connect Arbutus Avenue
to the Roanoke River Greenway, but there is a significant grade change and a
retaining wall separates the upslope area from the greenway and the Roanoke
River. It would seem an unlikely location for a greenway access point because of
the narrowness of the right of way and the change in grade. In this area of the
Roanoke River Greenway, there are six access points already established and
open for the public.
Impact of Allev Vacation to Public Services:
The proposed vacation does not impact delivery of any city services or services
from utility companies.
Consistency with Comprehensive Plan:
Vision 2001 -2020, the City of Roanoke Comprehensive Plan, supports maintaining
neighborhood character. The Rive rland /Walnut Hill Neighborhood Plan
specifically addresses alleys as noted below.
Policy /Action
Open and functional alleys: Zoning
regulations will encourage the use of
alleys for access to parking in rear.
Unused /undeveloped alleys and
streets should be vacated, with the
land being conveyed to adjoining
property owners.
Plan
Applicability to matter
Riverland/Walnut
The alley in question is
Hill Neighborhood
unused and undeveloped
Plan', pg. 39
and should be vacated
based on the plan. If the
vacation is approved it will
be conveyed to adjoining
property owners.
Rive rland /Walnut Hill Neighborhood Plan clearly supports the vacation of the
undeveloped alley. Vacation of the undeveloped alley would not affect the
overall character of the neighborhood.
Comments on Application:
Public Utilities:
Roanoke Gas was amenable to the vacation stating that no service lines or
mains run between the properties.
The Western Virginia Water Authority was amenable to the vacation stating that
there is an easement already in place for a sewer line that crosses the alley.
' Rive rland /Walnut Hill Neighborhood Plan, City of Roanoke, 2004
3
No comments were received from Cox Cable, Verizon and Appalachian Power
Company.
City Departments:
All City Departments are amenable to the vacation.
Planning Commission Work Session:
No comments.
Public Comments:
Staff received an e-mail inquiry regarding the application expressing concern
that the vacation would prohibit a connection to the greenway.
Planning Commission Public Hearing:
Ms. Barbara Duerk spoke with concerns for the closure of the alley. She
suggested that the alley could be used as an additional access point to the
Roanoke River Greenway. Staff pointed out the existing access points along this
portion of the Roanoke River Greenway. See attached map. Commissioners
questioned the usefulness of the alley in question as greenway connections and
noted that there appeared to be adequate existing connections.
Conclusions and Recommendations:
The vacation would not create an inconvenience and the application is
consistent with the City's Comprehensive Plan and the Rive rland /Walnut Hills
Neighborhood Plan. The proposed vacated alleyway will be incorporated into
the adjoining properties.
Xa� 6. kw&mt1
Karri B. Atwood, Chair -1 MG
City Planning Commission
Enclosure: Attachment A, Right of Way Vacation Map
Attachment B, Greenway Access Points (Map)
Distribution: Robert S. Cowell, jr., City Manager
W. Brent Robertson, Assistant City Manager
Chris Chittum, Director of Planning Building & Development
Timothy Spencer, City Attorney
Laura M. Carini, Assistant City Attorney
Elizabeth Barbour
Lilla Szakacs
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Date: 8/18/2020
To: Office of the City Clerk a Original Application
Fourth Floor, Noel C. Taylor Municipal Building
215 Church Avenue, S.W. ❑ Amended Application
Roanoke, VA 24011 NO'
Phone: (540) 853 -2541 Fax: (540) 853 -1145
All submittals must be typed and include all required documentation and a check for the filing fee.
Application is hereby submitted for street or alley vacation for the property located at:
Location and description of street or alley to be closed: Alley to be vacated between two residential properties on Arbutus Ave. .
namely 712 Arbutus Ave. Tax Map No. 4160303, owner Elizabeth Barbour and 708 Arbutus Ave. Tax map No. 4160302, owner Lilla Szakacs.
Proposed use of vacated street or alley: Open green space side -yards between existing homes.
Name of Applicant/Contact Person: Elizabeth C. Barbour, Esquire
Mailing Address: 712 Arbutus Ave.. Roanoke, VA 24014
Telephone: ( ) 540-597 -9741
Applicant(s) signature(s
Fax: ( ) E-mail: elizabeth.c.barbour@gmail.com
RECEIVED
AUG 2 7 2020
CITY OF ROANUKE
PLANNING BUILDING & DEVELOPMENT 5
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CITY OF ROANOKE - PDB
Attn Tina Carr and Cecelia McCoy
215 CHURCH AVE
ROOM 166
ROANOKE, VA 24011
The Roanoke Times
Roanoke, Virginia
Affidavit of Publication
RECEIVED
OCT 16 2020
CITY OF ROANOKE
PLANNING BUILDING & DEVELOPMENT
Account Number
6011439
FDate
October 06, 2020
Date Category Description Ad Size Total Cost
10/18/2020 Legal Notices PUBLIC HEARING NOTICE Any public hearings advertised he 1 x 173 L 1,647.76
Publisher of the
Roanoke Times
I, (the undersigned) an authorized representative of the
Roanoke Times, a daily newspaper published in Roanoke, in the
State of Virginia, do certify that the annexed notice PUBLIC
HEARING NOTICE An was published in said newspapers on the
following dates:
09/29, 10/06/2020
The First insertion being given ... 09/29/2020
Newspaper reference: 0001139740
Billing Representative
Sworn to and subscribed before me this Tuesday, October 6, 2020
NOta W am"Carsten
NOTARY PUBLIC
State of Virginia Commonwealth of Virginia
County of Hanover Notary Registration Number 329549
My Commission expik4q''mission Expires July 31 2021
THIS IS NOT A BILL. PLEASE PAY FROM INVOICE. THANK YOU
PUBLIC HEARING NOTICE
Any public hearings advertised herein
will be held in the City Council
Chamber, 4th floor, Room 450, Noel C.
Taylor Municipal Building, 215 Church
Avenue SW, Roanoke, Virginia. These
public hearings may be conducted by
electronic communication means due
to the COVID -19 pandemic disaster, as
permitted by Virginia Code Sections 2.2-
3708.2(A) and 15.2.1413, Amendment 28
to House Bill (HB)29 (2020 Session),
Ordinance No. 41810- 072020, and
Resolution No. 41704. 032720. All
persons shall be afforded an
opportunity to speak and state their
views concerning all aspects of these
matters.
Any applications will be digitally
available for review online or may be
obtained digitally by emailing
W"n'in_g@roanQkeva.gov.
If you are a person with a disability
who needs accommodations for any
public hearings advertised herein,
please contact the City Clerk's Office,
(540)853 -2541, by noon, Friday, October
9, 2020.
The City of Roanoke Planning
Commission will hold a public hearing
on October 12, 2020, at 1:30 p.m., or as
soon thereafter as the matters may be
heard, to consider the following
matters. All persons wishing to
address the Planning Commission must
sign -up with the Secretary to the
Planning Commission by emailing
0 anninga@roanokeva.Qov or by calling
(540)853 -1330 by noon, Friday, October
9, 2020. Persons who register to speak
will be provided with information to
present their testimony via electronic
communication means in the event the
public hearing is conducted using
electronic communication means.
Written comments of interested
persons will be received by the
Secretary to the Planning Commission
at planningCroanokeva.gov on or prior
to 1:00 p.m., Friday, October 9, 2020.
Application by Elizabeth Barbour and
Lilla Szakacs for alley vacation for
property located between 708 Arbutus
Avenue SE and 712 Arbutus Avenue SE,
bearing Official Tax Map Nos. 4160302
and 4160303, respectively, and adjacent
to 2 properties located at 0 Arbutus
Avenue SE, bearing Official Tax Map
Nos. 4160302R and 4160303R,
respectively.
Application by ABRE Holdings, Inc., to
rezone property at 3402 and 3410
Avenham Avenue SW, bearing Official
Tax Map Nos. 1090440 and 1090456,
respectively, and 562 Dillard Road SW,
bearing Official Tax Map No. 1090441,
from R -12, Residential Single - Family
District, to MXPUD, Mixed Use Planned
Unit Development District. The land
use categories permitted in MXPUD
District include residential;
accommodations and group living;
commercial; warehousing and
distribution; assembly and
entertainment; public, institutional,
and community; transportation; utility;
agricultural; and accessory; with a
maximum density as specified on the
Development Plan and no maximum
floor area ratio. The Comprehensive
Plan designates the property for
residential, single family. The
proposed land use is multi - family and
single - family residential.
Tina M. Carr, Secretary, City Planning
Commission
City Council will hold a public hearing
on the aforesaid matters on October
19, 2020, at 7:00 p.m., or as soon
thereafter as the matters may be
heard, in the City Council Chamber,
fourth floor, Room 450, Noel C. Taylor
Municipal Building, 215 Church Avenue
SW, Roanoke, Virginia. All persons
shall be afforded an opportunity to
speak and state their views concerning
all aspects of these matters.
Cecelia F. McCoy, CMC, City Clerk
The City of Roanoke Board of Zoning
Appeals will hold a public hearing on
October 14, 2020, at 1:00 p.m., or as
soon thereafter as the matters may be
heard, to consider the following
applications. All persons wishing to
address the Board of Zoning Appeals
must sign -up with the Secretary to the
Board of Zoning Appeals by emailing
planning@roanokeva.gov or by calling
(540)853 -1330 by noon, Monday,
October 12, 2020. Persons who register
to speak will be provided with
information to present their testimony
via electronic communication means in
the event the public hearing is
conducted using electronic
communication means. Written
comments of interested persons will be
received by the Secretary to the Board
Of Zoning Appeals at Ip a n n i ng
a@roanokevagov on or prior to 1:00
P.m., Monday, October 12, 2020.
Application by Member One Federal
Credit Union, c/o First Last, for
property located at 202 4th Street NE,
bearing Official Tax Map No. 3015008,
for a special exception pursuant to
Section 36.2 -315, Zoning, Code of the
City of Roanoke (1979), as amended, to
permit a drive- through facility.
Application in attempt to appeal a
Zoning Administrator's Determination
dated July 31, 2020, pertaining to the
zoning use classification for property
located at 802 Oakwood Drive SW,
bearing Official Tax Map No. 1260911,
by Drew Arney; Paul and Stephanie
Avery; Mark Bateman; Leone
Bomberger; Michelle Burnett; Sharon
Burnham; Constance Corey; Walt and
Meggan Derey; John Garland; Catherine
C. Greenberg; Karen Hahn; John
Harlow; Rachel Hicks; Malinda
Hinshaw; Bill and Ann Hopkins; David
Johnsen; JoAnn Lockett; Barry and
Rebecca Marsh; Carole Mayberry;
Kevin and Jessica Minnix; Meredith
Moore; Genevieve Morris; Ginger
Morris; Charles E. Richards, Jr.; Tom
and Meredith Roller; Lisa Sphar; Joel
Stover; Arthur Strickland; Robert and
Amber Swanson; Rebecca Thompson;
and Oak Hill Neighborhood Association.
Tina M. Carr, Secretary, City Board of
Zoning Appeals
(1139740)
PUBLIC HEARING NOTICE
PUBLIC HEARING NOTICE
Any public hearings advertised herein will be held in the City Council Chamber, 4`" floor, Room
450, Noel C. Taylor Municipal Building, 215 Church Avenue SW, Roanoke, Virginia. These
public hearings may be conducted by electronic communication means due to the COVID -19
pandemic disaster, as permitted by Virginia Code Sections 2.2- 3708.2(A) and 15.2 -1413,
Amendment 28 to House Bill (HB)29 (2020 Session), Ordinance No. 41810-072020, and
Resolution No. 41704- 032720. All persons shall be afforded an opportunity to speak and state
their views concerning all aspects of these matters.
Any applications xvill be digitally available for review online or may be obtained digitally by
einailing
If you are a person with a disability who needs accommodations for any public hearings
advertised herein, please contact the City Clerk's Office, (540)853 -2541, by noon, Friday.
October 9. 2020.
The Cite of Roanoke Planning Commission will hold a public hearing on October 12, 2020, at
1:30 p.m., or as soon thereafter as the matters may be heard, to consider the following matters.
All persons wishing to address the Planning Connnission most sigIl -up with the Secretary to the
Planning Commission by ernailing or by calling (540)853 -1330 by
noon, Friday, October 9, 2020. Persons who register to speak will be provided with information
to present their testimony via electronic communication means in the event the public hearing is
conducted using electronic communication means. Written comments of interested persons will
be received by the Secretary to the Planning Commission at on or
prior to 1:00 p.m., Friday, October 9, 2020.
Application by Elizabeth Barbour and Lilla Szakacs for alley vacation for property located
between 708 Arbutus Avenue SE and 712 Arbutus Av enue SE, bearing Official Tax Map Nos.
4160302 and 4160303, respectively, and adjacent to 2 properties located at 0 Arbutus Avenue
SE, bearing Official Tax Map Nos. 4160302R and 4160303R, respectively.
Application by ABRE Holdings, Inc.. to rezone property at 3402 and 3410 Avenham Avenue
SW, bearing Official Tax Map Nos. 1090440 and 1090456, respectively, and 562 Dillard Road
SW, bearing Official Tax Map No. 1090441, from R -12, Residential Single- Family District, to
MXPUD, Mixed Use Planned Unit Development District. The land use categories permitted in
MXPUD District include residential; accommodations and group living: commercial;
warehousing and distribution; assembly and entertainment; public, institutional, and community:
transportation, utility; agricultural: and accessory; with a maximum density as specified on the
Development Plan and no maximum floor area ratio. The Comprehensive Plan designates the
property for residential, single family. The proposed land use is multi- family and single- family
residential.
Tina M. Carr, Secretary, City Planning Commission
CECELIA F. NICCOY, CHIC
City Clerk
CITY OF ROANOKE
OFFICE OF THE CITY CLERK
215 Church Avenue, S. W., Room 456
Roanoke, Virginia 24011 -1536
Telephone: (540) 853 -2541
Fax: (540) 853 -1145
E -mail: clerk@ roanoke%a.go%
October 7, 2020
Elizabeth C. Barbour, Esquire
712 Arbutus Avenue, S. E.
Roanoke, Virginia 24014
Dear Ms. Barbour:
CECELIA T. wEBB, C •IC
Depute Cite Clerk
A public hearing has been advertised to be heard by the City Planning Commission
on Monday, October 12 at 1:30 p.m., and will be conducted by electronic
communication means due to the COVID -19 pandemic disaster. This public
hearing is in regard to a request by Lilla Szakacs and you for alley vacation for property
located between 708 Arbutus Avenue SE and 712 Arbutus Avenue, S. E., respectively,
and adjacent to two properties located at 0 Arbutus Avenue, S. E., respectively. (See
copy of the Public Hearing Notice attached.)
Pursuant to provision of Resolution No. 25523 adopted by the Council of the City of
Roanoke on Monday, April 6, 1981, a public hearing also has been scheduled to be
held on Monday, October 19 at 7:00 p.m. before the Roanoke City Council in the
Council Chamber, pending formal action by the City Planning Commission, which may
be viewed on the City's webpage, www.roanokeva.gov, under "Roanoke Planning
Commission News ", following its meeting on Monday, October 12.
If you have questions regarding the Planning Commission public hearing, please
contact Tina Carr, Secretary to the City Planning Commission at (540) 853 -1730.
Questions regarding the City Council public hearing may be directed to the City Clerk's
Office at (540) 853 -2541.
Sincerely,
Cecelia F. McCoy, CMC
City Clerk
Enclosure
c: Tina Carr, Secretary to the City Planning Commission
CECELIA F. hICCOY, CMC
Cite Clerk
CITY OF ROANOKE
OFFICE OF THE CITY CLERK
215 Church Avenue, S. `V., Room 456
Roanoke, Virginia 24011 -1536
Telephone: (540) 853 -2541
Fax: (540) 853 -1145
E -mail: clerk(a roanokeNa.goc
October 7, 2020
Lilla Szakacs
708 Arbutus Avenue, S. E.
Roanoke, Virginia 24014
Dear Ms. Szakacs:
CECELIA T. NFEBB, CHIC
Depute Cite Clerk
A public hearing has been advertised to be heard by the City Planning Commission
on Monday, October 12 at 1:30 p.m. and will be conducted by electronic
communication means due to the COVID -19 pandemic disaster. This public
hearing is in regard to a request by Elizabeth Barbour and you for alley vacation for
property located between 708 Arbutus Avenue SE and 712 Arbutus Avenue, S. E.,
respectively, and adjacent to two properties located at 0 Arbutus Avenue, S. E.,
respectively. (See copy of the Public Hearing Notice attached.)
Pursuant to provision of Resolution No. 25523 adopted by the Council of the City of
Roanoke on Monday, April 6, 1981, a public hearing also has been scheduled to be
held on Monday, October 19 at 7:00 p.m. before the Roanoke City Council in the
Council Chamber, pending formal action by the City Planning Commission, which may
be viewed on the City's webpage, www.roanokeva.gov, under "Roanoke Planning
Commission News ", following its meeting on Monday, October 12.
If you have questions regarding the Planning Commission public hearing, please
contact Tina Carr, Secretary to the City Planning Commission at (540) 853 -1730.
Questions regarding the City Council public hearing may be directed to the City Clerk's
Office at (540) 853 -2541.
Sincerely,
Cecelia F. McCoy, CMC
City Clerk
Enclosure
c: Tina Carr, Secretary to the City Planning Commission
CECELIA F. NICCON CHIC
Citx- Clerk
CITY OF ROANOKE
OFFICE OF THE CITY CLERK
215 Church Avenue, S. XV., Room 456
Roanoke, Virginia 24011 -1536
Telephone: (540) 853 -2541
Fax: (540) 853 -1145
E -mail: clerk (aroanokexa.aox
October 7, 2020
Dear Ladies and Gentlemen:
CECELIA T. %N EBB, CJIC
Deput% CitN Clerk
A public hearing has been advertised to be heard by the City Planning Commission on
Monday, October 12 at 1:30 p.m., and will be conducted by electronic communication
means due to the COVID -19 pandemic disaster. This public hearing is in regard to a
request by Lilla Szakacs and Elizabeth Barbour for alley vacation for property located
between 708 Arbutus Avenue SE and 712 Arbutus Avenue, S. E., respectively, and
adjacent to two properties located at 0 Arbutus Avenue, S. E., respectively. (See copy of
the Public Hearing Notice attached.)
Pursuant to provision of Resolution No. 25523 adopted by the Council of the City of
Roanoke on Monday, April 6, 1981, a public hearing also has been scheduled to be
held on Monday, October 19 at 7:00 p.m. before the Roanoke City Council in the
Council Chamber, pending formal action by the City Planning Commission, which may
be viewed on the City's webpage, foanoknva.gov_, under "Roanoke Planning
Commission News ", following its meeting on Monday, October 12.
This letter is provided for your information as an interested party and /or adjoining property
owner. If you have questions regarding the Planning Commission public hearing, please
contact Tina Carr, Secretary to the City Planning Commission at (540) 853 -1730.
Questions regarding the City Council public hearing may be directed to the City Clerk's
Office at (540) 853 -2541.
Sincerely,
Cecelia F. McCoy, CMC
City Clerk
Enclosure
c: Tina Carr, Secretary to the City Planning Commission
Adjoining Property Owners and Interested Parties
October 7, 2020
Page 2
PC: Appalachian Power Company
P. O. Box 16428
Columbus, Ohio 43216 -0428
Robert L. Wilson
701 Arbutus Avenue, S. E.
Roanoke, Virginia 24014
Barry D. Bratton
707 Arbutus Avenue, S. E.
Roanoke, Virginia 24014
Joseph P. Fernatt
711 Arbutus Avenue, S. E.
Roanoke, Virginia 24014
Kaitlin D. Classey
715 Arbutus Avenue, S. E.
Roanoke, Virginia 24014
Lahn and Sherry King
702 Arbutus Avenue, S. E.
Roanoke, Virginia 24014
Ashleigh M. Oliver
716 Arbutus Avenue, S. E.
Roanoke, Virginia 24014
C ECELIA F. NICCOY, C11C
Cite Clerk
CITY OF ROANOKE
OFFICE OF THE CITY CLERK
215 Church Avenue, S. W., Room 456
Roanoke, Virginia 24011 -1536
Telephone: (540) 853 -2511
Fax: (540) 853 -1145
E -mail: clerk(a roanoke%a.8ox
October 21, 2020
Benjamin T. Crew
Balzer & Associates
1208 Corporate Circle, S. W.
Roanoke, Virginia 24018
Dear Mr. Crew:
CECELI:k T. NN EBB, CMC
Depute Cite Clerk
I am enclosing copy of Ordinance No. 41900 - 101920 rezoning certain properties located at
3402 and 3410 Avenham Avenue, S. W., and 562 Dillard Road, S. W., from R -12,
Residential Single - Family District, to MXPUD, Mixed Use Planned Unit Development District,
subject to a certain condition proffered by the applicant.
The abovereferenced measure was adopted by the Council of the City of Roanoke at a
regular meeting held on Monday, October 19, 2020, and is in full force and effect upon its
passage.
Sincerely,
J7. yne-c -
Cecelia F. McCoy, CMC
City Clerk
Enclosure
PC: David W. Irby, 3422 Avenham Avenue, S. W., Roanoke, Virginia 24014
Manuel Callweng, 569 Dillard Road, S. W., Roanoke, Virginia 24014
Danny R. Martin, 557 Dillard Road, S. W., Roanoke, Virginia 24014
ABRE Holdings, Inc., 3922 Electric Road, Suite Al, Roanoke, Virginia 24018
John A. Hall, Jr., 5108 Upland Game Road. Roanoke, Virginia 24018
Ashley Coleman, 421 Willow Oak Circle, S. W., Roanoke, Virginia 24014
Village at Southwoods Homeowners Association, 4520 Old Cavespring Road,
Roanoke, Virginia 24018
Dirby Properties, LLC, 742 Windsor Avenue, S. W., Roanoke, Virginia 24014
The Honorable Brenda Hamilton, Circuit Court Clerk
Robert S. Cowell, Jr., City Manager
W. Brent Robertson, Assistant City Manager
Christopher Chittum, Director, Planning Building & Development
Ian D. Shaw, Zoning Administrator
Timothy Spencer, City Attorney
Laura Carini, Assistant City Attorney
Susan Lower, Director of Real Estate Evaluation
Luke Pugh, City Engineer
Tina Carr, Secretary, City Planning Commission
Katharine Gray, City Planner
/�o
IN THE COUNCIL OF THE CITY OF ROANOKE, VIRGINIA
The 19th day of October, 2020.
No. 41900 - 101920.
AN ORDINANCE to rezone certain properties located at 3402 and 3410
Avenham Avenue, S.W., and 562 Dillard Road, S.W., from R -12, Residential Single-
Family District, to MXPUD, Mixed Use Planned Unit Development District, subject to a
certain condition proffered by the applicant; and dispensing with the second reading of
this ordinance by title.
WHEREAS, Alexander Boone, on behalf of ABRE Holdings, Inc., has made
application to the Council of the City of Roanoke, Virginia ( "City Council "), to have the
property located at 3402 and 3410 Avenham Avenue, S.W., bearing Official Tax Map
Nos. 1090440 and 1090456, respectively, and 562 Dillard Road, S.W., bearing Official
Tax Map No. 1090441, rezoned from R -12, Residential Single - Family District, to
MXPUD, Mixed Use Planned Unit Development District, subject to a certain condition;
WHEREAS, the City Planning Commission, after giving proper notice to all
concerned as required by §36.2 -540, Code of the City of Roanoke (1979), as amended,
and after conducting a public hearing on the matter, has made its recommendation to City
Council;
WHEREAS, a public hearing was held by City Council on such application at its
meeting on October 19, 2020, after due and timely notice thereof as required by §36.2-
540, Code of the City of Roanoke (1979), as amended, at which hearing all parties in
interest and citizens were given an opportunity to be heard, both for and against the
proposed rezoning; and
WHEREAS, this Council, after considering the aforesaid application, the
recommendation made to City Council by the Planning Commission, the City's
Comprehensive Plan, and the matters presented at the public hearing, finds that the public
necessity, convenience, general welfare and good zoning practice, require the rezoning of
the subject property, and for those reasons, is of the opinion that the hereinafter described
property should be rezoned as herein provided.
THEREFORE, BE IT ORDAINED by the Council of the City of Roanoke that:
1. Section 36.2 -100, Code of the City of Roanoke (1979), as amended, and
the Official Zoning Map, City of Roanoke, Virginia, dated December 5, 2005, as
amended, be amended to reflect that Official Tax Map Nos. 1090440 and 1090456,
located at 3402 and 3410 Avenham Avenue, S.W., respectively, and Tax Map No.
1090441 located at 562 Dillard Road, S.W., be and are hereby REZONED from R -12,
Residential Single- Family District, to MXPUD, Mixed Use Planned Unit Development
District, subject to certain conditions proffered by the applicant, as set forth in the Zoning
Amendment, Amended Application No. 2, dated September 25, 2020.
2. Pursuant to the provisions of Section 12 of the City Charter, the second
reading of this ordinance by title is hereby dispensed with.
ATTEST:
City Clerk.
ABRE Holdings Avenham Avenue 10 2020.doe
a`
— � s
AGENDA REPORT
To: Honorable Mayor and Members of City Council
Meeting: October 19, 2020
Subject: Application by ABRE Holdings, Inc., to rezone property at 3402 and
3410 Avenham Avenue SW, bearing Official Tax Map Nos. 1090440
and 1090456, respectively, and 562 Dillard Road SW, bearing
Official Tax Map No. 1090441, from R -12, Residential Single - Family
District, to MXPUD, Mixed Use Planned Unit Development District.
Summary:
The Planning Commission held a public hearing on October 12, 2020. By a vote
of 6 -0 -1, with Commissioner K. Hale recusing himself, the Commission
recommends approval of the rezoning request, finding that the Amended
Application No. 1, as amended at the hearing and subsequently submitted as
Amended Application No. 2, is consistent with the general principles within the
City's Comprehensive Plan, South Roanoke Neighborhood Plan, and Zoning
Ordinance as the subject property will be developed and used in a manner
appropriate to the surrounding area.
Application Information:
Request:
Rezoning with Proffered Conditions
Applicant:
See owner listed below
Owner:
Alexander Boone, ABRE Holdings, Inc.
Agent:
Ben Crew, Balzer & Associates, Inc.
City Staff Person:
Katharine Gray, Land Use and Urban Design Planner
Address:
3402 and 3410 Avenham Avenue SW; and 562 Dillard Road
SW
Official Tax No:
1090440, 1090456, and 1090441
Site Area:
+/- 0.7383 acres
Relevant Plans:
South Roanoke Neighborhood Plan
Proposed Land Use:
Dwelling, townhouse or rowhouse
Dwelling, single - family detached
Accessory Apartment
Future Land Use: Residential
Filing Date: Original Application: August 31, 2020
Amended Application No. 1: September 16, 2020
Amended Application No. 2: October 13, 2020
Background:
The owner of the subject property desires to develop multiple dwelling units on
the currently vacant property in the form of townhouses, single - family detached
dwelling, and an accessory apartment. However, the zoning district only allows
single - family detached dwellings and accessory apartments.
The owner has proposed to rezone to MXPUD, Mixed -Use Planned Unit
Development District, which requires the adoption of a development plan. The
development plan includes details on the arrangement of buildings, driveways
and other elements as presented on the plan.
Proposed Use /Development:
The property consists of three residentially zoned lots at the juncture of
Franklin Road SW; Avenham Avenue SW; and Dillard Road SW. The front of the
property abuts Avenham Avenue, which overlooks the developed commercial
corridor along Franklin Road, while the remaining three sides are surrounded by
single - family residential development.
The owner has offered certainty in how the property will be developed through
the Planned Unit Development (PUD) plan that will serve as the development
standard for the project, if approved, along with other applicable standards
from the city's zoning ordinance.
Based on the PUD plan, a row of six townhouses will front along Avenham
Avenue SW. A detached single - family residential dwelling will sit behind those
units and front Dillard Road SW, with an accessory apartment behind it to the
southwest. The placement of the buildings on the property blends with the
surrounding residential properties with a 20 foot front yard setback on each
street and other side, and rear yard setbacks that match the setback
requirements in the surrounding R -1 2 zoning district. The height of the
buildings is also compatible with the surrounding residential properties with a
35' maximum building height. The uses to be allowed by right and by special
exception are listed on the development plan. Detailed buffering and screening
requirements will be addressed during the comprehensive development plan
review process.
2
Elevations included as part of the development plan show the townhouse units
to be 2 stories with gable and hip roof lines typical of the surrounding
residences. Front porches and stoops, along with multiple windows in a pattern
reflective of the surrounding neighborhood, address Avenham Avenue SW. The
plan states the elevations will be built in substantial conformance with the PUD
plan.
The PUD plan states that a freestanding monument sign, up to four feet wide by
three feet tall with accent lighting, will be allowed at the corner of Avenham and
Dillard. No building mounted signage is permitted.
Development Plan Offered:
The applicant has identified the development plan in the form of a proffer that
applies to the existing properties identified as Official Tax Numbers 1090440,
1090456, and 1090441 :
The property will be developed in substantial conformance with the
development plan prepared by Balzer and Associates, Inc. entitled
" Avenham Square" dated August 31, 2020 and last revised September 25,
2020, subject to any changes that may be required by the City of
Roanoke during comprehensive development plan review.
Considerations:
Compatibility with Surrounding Land Uses:
The property is located at a transition from the commercial section of Franklin
Road to the residential area of South Roanoke. The surrounding commercial
properties consist of a variety of commercial office, retail sales, and service
businesses and the residential properties consist of primarily single - family
residential properties:
• To the northwest are medical offices, restaurant, tattoo parlor, and
financial institution in the CG District along Franklin Road, with
residential dwellings in a MXPUD District development beyond.
• To the northeast are single - family detached dwellings in R -12 District and
a medical office in the MX District.
• To the southeast are single - family detached dwellings in R -12, Residential
Single - Family District.
• To the southwest are detached single family dwellings in R -12,
Residential Single - Family District with a car dealership in CG District
beyond.
The future land use plan from the South Roanoke Neighborhood Plan designates
this area for single - family residential use.
3
Applicability /Appropriateness of Proposed Zoning District:
The purposes of the MXPUD District are to encourage the orderly development
of mixed residential /commercial sites and to encourage innovative
development patterns that create a desirable environment, particularly for lots
which contain a number of constraints to conventional development. These
regulations are designed to achieve the following objectives:
1) Promote efficient use of land and infrastructure through high quality
urban design;
2) Promote a development pattern in harmony with existing development
and the objectives of the City's Comprehensive Plan;
3) Permit a compatible mix of commercial and residential uses;
4) Provide safe, efficient access and traffic circulation;
5) Create opportunities to use new technologies in managing the quality
and quantity of stormwater; and
6) Encourage the preservation of steep slopes, floodplains, historic
structures and areas, and unique, natural, or geological formations.
This particular PUD plan would allow a mixture of residential uses on the
subject property to be developed in a manner that respects the residential
neighborhood to the south and east while adding in an additional type of
housing unit not currently permitted in the R -12 zoning district that provides a
better transition to the intensive commercial development to the north and
west.
Availability of Other Property:
There are no other properties in the immediate vicinity that are zoned for
townhouses and would allow this type of development.
Consistency with Comprehensive Plan:
Both Vision 2001 -2020 and the South Roanoke Neighborhood Plan recognize that
it is important to the overall health of the community that the multiple types of
housing units are incorporated into each community in appropriate locations
within the city's urban fabric.
Policy /Action
NH P5. Housing choice. The City will
have a balanced, sustainable range of
housing choices in all price ranges
and design options that encourage
social and economic diversity
throughout the City.
Plan
Comprehensive
Plan', pg. 40
' Vision 2001 -2020. City of Roanoke. 2001
2 South Roanoke Neighborhood, City of Roanoke. 2008
Applicability to matter
The proposed development
would allow a housing type
that can provide additional
choice in the type of housing
units within the found within
the neighborhood.
Policy /Action
Plan I Applicability to matter
Community Design Policies:
South Roanoke
The proposed develop allows
Established neighborhoods should
Neighborhood
the established
retain their overall character and
Z, pg. 56.
neighborhoods to maintain
development patterns, while
their overall character while
incorporating new development that is
forming a more gradual
compatible with the neighborhood,
transition between the two
the design guidelines of Vision 2001 -
very different land use types.
2020, and efficiently uses limited land
resources.
Require new residential developments
The proposed development
to incorporate the traditional
incorporates curb, gutter,
neighborhood model and urban
sidewalk, and planting strips
amenities such as sidewalks and
along each street.
curbing, where applicable.
Established residential neighborhoods
South Roanoke
This proposed development
should retain their current character.
Neighborhood
allows the core of each district
Zoning should reinforce the
Z, pg. 60.
to maintain its current
maintenance of this character.
character while providing a
better transitions from the low
density residential dwellings
southeast of Avenham to the
commercial corridor to the
northwest.
A variety of housing options should be
The proposed development
available in South Roanoke.
offers a different housing type
in a manner that respects the
Infill development should be
residential properties on
aesthetically and functionally
multiple sides through the
compatible with adjoining
placement, scale, roof form,
development, and building design,
and detailing of the units
landscaping, and transitional uses.
proposed.
Comments on Application:
Planning Commission Work Session:
Several items were discussed at the Planning Commission work session. The
more technical items discussed were: listing of parcels by new addresses,
particular information needed on the application, the PUD plan applying to all
parcels requested to be zoned MXPUD, and a relisting of uses allowed to include
all uses currently shown on the PUD plan.
Also discussed were the importance to the surrounding residential properties
that: the proposed elevations are what is actually built, additional detailing of the
5
particularly blank wall facing Dillard Road, parking requirements proposed,
buffering and screening, and appropriate signage.
The applicant submitted Amended Application No.1 to address most of the
concerns noted above. However, the application did not address concerns
related to certainty of the building architecture, architectural detail on the
townhouse wall facing Dillard Avenue, and the size and number of signs.
The applicant has indicated that the application will be further amended at the
Planning Commission's public hearing to further address the above concerns.
Interdepartmental Comments:
General comments were provided from the Western Virginia Water Authority;
Fire; and Planning Building and Development Departments related to: water and
sewer design requirements; fire code, building and zoning subdivision
requirements; and the permitting process.
Public Comments:
Public comments were received after the staff report was written and were read
at the Planning Commission public hearing. The comments are attached as
Attachment B.
Public Hearing:
As noted above, public comments were received after development of the staff
report to the Planning Commission that were read to the Commission at the
public hearing. These comments generally related to:
• Traffic generated by the proposed development.
• Adequacy of parking provided in the proposed development.
• Compatibility of the two -story townhouses with the surrounding
residences.
• Runoff /drainage from the proposed development.
• Impact on views from adjacent property.
In addition, Ms. Barbara Duerk spoke at the hearing with similar comments to
those listed above.
The Commission discussed the comments and asked questions of staff. This
discussion confirmed that the City's Transportation Division reviewed the
proposal and determined that there is no traffic impact and that adequate
parking is available in the proposed garages and driveways on the property and
along Avenham Avenue. Commissioners commented that the applicant has
done a good job of developing a plan that is compatible with the surrounding
neighborhood and modifying that plan based on comments from the
commission.
R
Conclusions and Recommendations:
The principal consideration is whether the proposed rezoning is consistent with
the Vision 2001 -2020 and the South Roanoke Neighborhood Plan. The proposed
change allows for a combination of housing types to be built at the transition
from the intensive commercial development of Franklin Road to the residential
area to the south and east. Although not in keeping with the future land use
plan, the proposed development is in keeping with the general principles of
traditional neighborhood development in both plans and provides a better
transition between very different areas.
The townhouses, the new housing type to be allowed, are located closest to the
commercial area while the single - family residential dwelling and accessory
apartment, currently allowed in the R -12 District, are located adjacent to the
residential properties along Dillard Road. The PUD plan provides a specific site
layout, and building elevations that show that the development will be built in a
manner respectful to the surrounding residential area.
k wvz;t,, 9. A4uiar�
Karri B. Atwood, Chair
City Planning Commission
Enclosure: Attachment A, Zoning District Map
Attachment B, Comments Received
Distribution: Robert S. Cowell, Jr., City Manager
W. Brent Robertson, Assistant City Manager
Chris Chittum, Director of Planning Building & Development
Ian D. Shaw, Planning Commission Agent
Timothy Spencer, City Attorney
Laura M. Carini, Assistant City Attorney
Alexander Boone, ABRE Holdings, Inc.
Ben Crew, Balzer & Associates, LLC
7
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Attachment B
John Byrnes
3314 Somerset Street SW
I have read the materials you sent. Thanks again.
1
like the plan and don't object to it. My only issue is the provision for parking.
Each unit gets one spot and there does not appear to be extra space in the rear
for other resident parking. Assuming these units will be expensive, many
owners will be couples with two cars. I assume they envision street parking for
"extra" parking. As I am sure you know, the street in front of the proposed units
is not wide enough for two side parking. In addition, the space in front of the
units has become, in effect, a used car sales parking lot.
The result will be more parking up Dillard including in front of current single
family residences and more parking on Avenham on both sides of the project.
More units in the vicinity have become rentals and have already increased street
parking in the immediate area.
One solution would be to change the project to eliminate the single family
portion and make that into non - designated resident parking. In addition, some
parking restriction in front of the project to eliminate used car sales would
decrease the shabby appearance created by numerous car for sale signs.
Staff responded.
Thanks for your prompt reply. You're right, I didn't see the other space.
By used car lot, I mean people who don't live there, parking their cars for sale
there because they get high viewing. The number parked varies, but it was not
unusual to have 2 -3 parked at the same time, many without moving for days.
It's not by me so I haven't got too excited about it, but if I had an expensive
condo, I wouldn't like it.
Have you received any indication of what the units will sell for?
PJ
Barbara Duerk
2607 Rosalind Avenue SW
President of Neighbors in South Roanoke
am President of Neighbors in South Roanoke an inclusive, exclusive
neighborhood that is located in South Roanoke by the South County Line, East
to Mill Mountain and the Blue Ridge Parkway, West to the Roy Webber Highway
and North to Reserve Avenue.
Town Houses provide additional housing options in the neighborhood. Please
address with Alexander Boone at Boonehomes the following concerns:
Design compatibility with the neighborhoods. The design looks similar to other
Blazer developments. Dillard and Avenham in this "block" are one story family
homes. There are several options for townhomes in Roanoke that might be
built at this location. Brandon Oaks, Southwood, The Motley conversion on 2
lots on Crystal Spring and other conversions. SORO is for townhouses that are
compatible or enhance the community. Infill housing is not acceptable.
Questions are the structures being 2 story, the pitch of the roof, the useability
of a front porch or a deck in the back, light pollution, and issues of topography
are concerns.
Traffic and Parking. More people in South Roanoke are bicycling. Bicycle lanes
are on Franklin Road. The Sidewalk will be continued to the S County line which
will allow access to Tanglewood and Kroger grocery store. Provide Bicycle
acesss from Franklin Road through the dead end of Avenham.
Most of the units will have two cars. The developer should provide parking for
two vehicles. There is currently not enough room for Fed Ex and other delivery
trucks, and large vehicles to make a loop at the end of the dead end Avenham.
Using other people's garage is not practical.
Set back from the adjoining property owner might allow for the alley to make a
loop.
Avenham is used by Dillard residents for parking when there is SNOW and ICE,
and by Vistar for employees and patients. Local residents also use this area to
park cars for sale. CONNECTION is important for the Town House development
and neighbors in South Roanoke that use this corridor.
Ask the sidewalk to be expanded to the accepted dimensions for a multimodal
path for shared use by walkers and bicyclists. Avenham was stopped at Willow
Oak. (Note the 2 story home is not accessible by motor vehicle from Avenham
but has its access on Willow Oak. Bicycle access from Franklin Road should be
routed at Willow Oak with a connector to Avenham. Modify the end of the
street for easy turnaround.
3
Traffic Concerns on Avenham have been a concern. Measures to address speed
have been implemented with little benefit to residents. How are additional trips
in the Regional area going to be mitigated?
Other concerns Lighting, landscaping, water runoff concerns and a common
area for residents is needed. The closest park is FERN Park or the Village Green
next to Firestation #8.
The alley replicates the grid system used for South Roanoke Development.
Could the alley go "all the way through ?"
Dealing with singular plots of development do not take into consideration the
overall vision for a neighborhood. Traffic on Jefferson St. and Avenham,
Broadway and McClanahan have been registered before because of additional
traffic caused by the expansion of Carilion - Roanoke Memorial. A Franklin
Road Corridor Study has been requested to upgrade the economics of Roanoke
from a current Pawn Shop and Plasma Center.
Let's look at the who picture.
:]
Manuel Callweng
569 Dillard Road SW
Spoke by phone to leave comment:
Only concern with proposal is that it not increase his existing problem with
stormwater backing up in his basement during rainstorms.
5
Stephanie Schmitz
510 Dillard Rd SW
Two concerns leave me skeptical and unsupportive of a zoning change. My
apologies for wordiness and likely repetition of things you already know.
1) Traffic. The developer plans to put in 1 house and 6 townhomes, with an
additional "future accessory apartment" shown in the plan, but not described in
the written application materials (a total of 8 residences). Eight homes will
probably mean an increase of 16 cars. This may be an underestimate if the
developer retains the 3 bedroom homes as rentals as he intends. In a meeting
on site on Sept. 9, the developer indicated that 2nd cars would be parked in
driveways behind 1 st cars, which would be parked in garages. This seems
highly unlikely, given issues of ease of access, human behavior, and the fact
that the front doors of the townhomes would face the street ( Avenham Ave
extension). It seems much more likely that at least half the townhome
residents' cars will park on Avenham. Although application materials refer to
this portion of Avenham as having low traffic, the low traffic is linked to the fact
that that Avenham simply dead ends after two driveways. There is no room to
turn around. There is also no room to construct a cul -de -sac. There are
potential solutions linked to reconfiguring the build, but they would reduce the
number of units and do not appear to have been considered by the developer.
Will Avenham Square residents use their neighboring Avenham residents'
driveways to turn around? Will the City have to connect Avenham with Willow
Oak (or Franklin) to accommodate traffic? Will there be a need to destroy the
very attractive green space between Avenham and Franklin to create a
turnaround area? None of this seems acceptable.
The proposed 8 homes (almost a 50% increase for Dillard) will also presumably
mean substantially more traffic, including truck traffic for moving, deliveries,
etc. Trucks will probably have to back out of the proposed alley onto Dillard, or
out of the Avenham extension where it meets traffic coming off Franklin. This
will generate some accident risk.
Also, Dillard itself already has a surprising amount of traffic for a dead end road
(possibly because of its location directly across from the exit off Franklin). It
also has an unusually tight cul -de -sac. Even most cars make 3 -point turns;
larger trucks often overshoot and cause yard damage.
Overall, this particular location does not seem conducive to the likely level of
traffic, carrying both nuisance factors and risks.
2) The impact on the character of the neighborhood. The townhomes are
described as a "buffer between the existing mostly single -story Dillard homes
L
and the busy commercial corridor that is Franklin Road ". The implication is that
the new build would be an aesthetic improvement for existing residents, which
is not accurate. First, there is already a buffer: there is a beautiful parklike
greenspace between the corner of Dillard /Avenham and Franklin. Further, the
view across Franklin is not of commercial space, it is of a wooded hillside. Any
two -story construction will obliterate views of both green spaces for some
Dillard residents and will detract from the current visual experience. Second,
the plan showing eight residences appears very congested. Although the
townhomes as pictured are attractive, the overall build with its tight alley and
additional houses seems cramped. Third, the additional single residences
(especially the "accessory apartment ") are not in keeping with most of the area.
The developer indicated on September 9 that single homes would be about
1400 square feet. While a number of the houses on Dillard have single -story
facades and modest footprints, the average finished square footage on the road
is close to 1900. Also, even most of the smaller "single- story" homes on Dillard
have full basements with outdoor access, and potential finished square footage
is much higher.
As a related aside, it was confusing to hear from the developer at the
September 9 meeting that if the zoning change did not go through, there would
be a four -house build, with each house being about 1400sf. Even allowing for
extra costs to build single family homes, the contrast between the described
townhomes (over 2000sf, in the $300 -350K range if sold) and the single family
homes (regardless of zoning) is striking. It raises questions about why such
disparate homes would be constructed, or if the townhouse quality would
indeed be as described if the zoning change goes through. In conjunction with
the fact that all of the units are intended to be rentals, there is the impression
that the goal is primarily attentive to ease of renting. This could have obvious
impacts on compatibility with the neighborhood.
Thank you for your consideration of these concerns.
7
David Irby
3422 Avenham Ave SW
live at 3422 Avenham Ave SW - adjacent to the lot which Alexander Boone
plans to build on. I have several concerns about the plan.
1) With six units, the townhomes will likely bring in about twelve resident
vehicles. The plans have enough parking for 1 vehicle in the rear, but the other
six vehicles will be parking on Avenham. There is no place for these vehicles to
turn around. Usually people turn around in my or my neighbor's driveway -- this
is annoying for me and for my neighbor.
2) 1 often look out the kitchen window while doing dishes at the beautiful green
grass. Now I will be looking out the window at an ugly alley. I would prefer to
build something to obstruct the alley view and offer me privacy; however my
property ends at my driveway. I have spoken to Alexander about purchasing a
few feet of property adjacent to my lot as a buffer. I would also be open to him
building an esthetic privacy fence, so that I don't have to look at the alley and to
offer me privacy.
3) The new sidewalk on Franklin offers pedestrian access to many local
businesses. These Townhomes would increase the number of locals who would
use the sidewalks, however there is no nearby safe place to cross the street.
Addition of a crosswalk would improve safety for pedestrians in the area.
Thank you for your consideration
E3
Lynne P. Falkinburg
501 Dillard Rd SW
I'm reaching out to you as a resident of Dillard Rd SW, Roanoke,Va.
I have concerns about a project planned by ABRE Holdings,lnc. involving 3 lots
located at the corner of Avenham Ave. and Dillard Rd. purchased by them.
The first I heard about this was from a letter, dated 9/02/20, sent to my
address announcing a meeting at that location to get input about rezoning
from the present 3 single family homes to multipurpose that would allow 1
single family home plus 6 townhomes & an additional future accessory
apartment.
The meeting was scheduled for 9/09/20 at 6pm. As requested, I mailed my
regrets in not being able to attend and requested copies of the plans with
detailed information about the proposed project.
I received a prompt reply stating information would be sent "shortly" from
Lynne @aboonehomes.com. When I received nothing, I sent another email
stating I was still waiting to hear back from them. As of 10/08/201 still have not
heard from them or received any additional information.
When signs appeared outlining the property recently announcing a Planning
Commission Hearing Date Monday 10/12120 @ 1 :30pm I was greatly
surprised.The sign had the address location in the Noel C. Taylor Municipal
Building and then noted it might be held virtually. A date of 10/09/20 was
listed to register to speak or make comments with the name of Katherine Gray
@ 540-853-1502.
1 called the number this afternoon, but only got her voice rmail. I left my phone
number and a detailed message,as requested and pressed emergency. I'm
hoping for a return call for direction about submitting this letter in case the
meeting is virtual. I'm 79 years old and have little technical ability. I don't know
how to attend a virtual meeting.
I've been in touch with some of the neighbors and although they've expressed
their concerns similar to mine, they're working at the time of the meeting or
unable to attend for other reasons.
The following are some of the concerns I think should be addressed.
1. Most importantly is the additional traffic congestion that will occur coming in
from Franklin Rd. onto Avenham & Dillard which is already a problem.
2. 1 don't know how the trash pickup or large truck deliveries can be safely
accomplished in such tight quarters both front & back of the townhomes.
3. Most people own 2 cars these days. Therefore, instead of 6 cars for the 3
single homes zoned currently there would probably be 14. The turnoff from
Avenham is short & the alley behind the townhouses appear to be narrow. As
far as I can tell, there are only 1 car garages to accommodate the cars so there
would be cars parked in the small areas in front of the garages. I don't believe
there is sufficient room in front.
4. There are no areas in front or back for reasonable recreating.
5. Homeowners living up the hill from this area would be subjected to glare
from the additional outside lighting needed, unwelcome noise from people
when outside in the back, & an unavoidable unsightly view of the entire back of
the townhomes.
I'm sorry, but I don't think the proposed new plan requiring rezoning is a good
use of the 3 lots. I realize ABRE Holding Inc. is in business to make the most
profitable use of their investment possible. They have put forth a glowing
presentation of how the additional townhouses would be an asset to the
neighborhood.
I disagree and respectfully ask the Planning Commission to deny the rezoning
or at least reschedule to give time for more people in the neighborhood to be
informed about the pros and cons of the rezoning and its consequences. As
much as I would like to attend the meeting and speak, I don't think I have the
ability or knowledge to attend virtually.
With this in mind, I'm requesting this letter be read at the meeting in my place
and made part of the record.
Thank you for your consideration of this matter,
10
Leslie Evett
3308 Somerset St SW
am very concerned about the proposed rezoning of 3402 and 3410 Avenham
Ave SW and 562 Dillard Rd SW. This is a single family residential neighborhood
which I have lived in for the past 25 years. To see this lot developed into 6
townhouses and 1 single family home would not be in the spirit of the rest of
this community. It would decrease our property values and cause an increase of
cars parked. I hope this committee will vote this proposal down and let single
family homes be built on this vacant corner lot.
John Evett, MD
3308 Somerset St SW
am a resident of Roanoke and am strongly opposed to the proposed rezoning
at 3402 and 3410 Avenham Ave and 562 Dillard Rd., SW. This proposal
contradicts the city plan and would contribute negatively to population and
automotive density in this neighborhood. These properties are zoned as single
family housing lots and should remain as such to compliment the
neighborhood. I feel very strongly about this issue and cannot overstate my
opposition.
11
Ashby & Kimberly Coleman
3421 Willow Oak Circle
This letter serves as our opposition to the proposed rezoning of 3402 & 3410
Avenham Avenue and 562 Dillard Road, SW. Our property is adjacent to this
property, and the proposed use does not conform to the rest of the homes in
the vicinity of this project. The proposed project's parking lot /entrance road
will be right behind our house and will drive down the value of the surrounding
homes, I ask you to reject the proposal as the highest and best use of this
property is single family homes.
12
Amy Bridge
3296 Somerset Street SW
am against the rezoning which could include multi - family housing, which will
add traffic congestion to the area.
13
Sandy Troth, RN (retired)
AARP VA Volunteer Livability Ambassador
.Just saw this notice today.
My comment is that any and all new construction should include at least one
unit that is totally accessible, utilizing international building codes. As these
are townhomes, they are multi -story — stairs are not compatible with
accessibility unless there is an elevator or chair stair climber installed. Also,
every room should be constructed so that a wheelchair can turn around, and
kitchen and bath fixtures should be accessible as well.
Additionally, at least one unit should be administered by HUD, making it
accessible to low income families.
A less conventional, more creative approach to multi- housing in this area would
be well received: Le. co- housing approaches and Incorporation of ADU's.
Thank you for your consideration of this important aspect of all future building
plans. I apologize for the last minute comments.
Department of Planning, Building and Development
Room 170, Noel C. Taylor Municipal Building
215 Church Avenue, S.W.
Roanoke, Virginia 24011
Phone: (540) 853 -1730
Filing Date: Sep 25, 2020 Submittal Number: Amended Application No.2
❑ Rezoning, Not Otherwise Listed
❑ Rezoning, Conditional
❑
x Rezoning to Planned Unit Development
❑ Establishment of Comprehensive Sign Overlay District
mot,.. .�.as � ±�� : i_ i.•a�
Click Here to Print
❑ Amendment of Proffered Conditions
❑
x Amendment of Planned Unit Development Plan
❑ Amendment of Comprehensive Sign Overlay District
Address: 13402 Avenham Avenue, SW; 3410 Avenham Avenue, SW; 562 Dillard Road, SW
Official Tax No(s) : 1090440;1090441;1090456
Existing ❑ Without Conditions Ordinance
Zoning: R -12, Residential Single - Family ❑ With Conditions No(s). (If
❑ Planned Unit Development applicable):
Requested ❑ Without Conditions Proposed Multifamily (townhomes)
Zoning: MXPUD, Mixed Use Planned Unit Develop With Conditions Land Use:
❑x Planned Unit Development
g�
Name: ABRE Holdings, Inc.
Address: 39 2 Electric Road, SW, Suite 1A, Roanoke, VA 24018
_ -.__ A -_
N
F=
Name:
me as Property Owner
- Phone Number:
+1 (540) 278 -1365
` E -mail: ab @aboonehomes com
Phone Number: " ^
E -mail;
Name: Balzer & Associates /Benjamin T. Crew Phone Number: +1 (540) 772 -9580
Address: 1208 Corporate Circle, Roanoke, Virginia 24018 E -mail: FB&ew @Balzer.cc
AoNmaee Agvnri signature:
33 -4:tx
ABRE HOLDINGS, INC., APPLICANT,
AMENDED APPLICATION FOR
ZONING AMENDMENT TO MIXED PLANNED UNIT DEVELOPMENT ( "MXPUD ")
3402 Avenham Avenue, Official Tax Number 1090440 (Parcel 1)
562 Dillard Road, Official Tax Number 1090441 (Parcel 2)
3410 Avenham Avenue, Official Tax Number 1090456 (Parcel 3)
(together, the "Property ")
September 25, 2020
I. INTRODUCTION AND REQUST FOR REZONING TO MIXED PLANNED
UNIT DEVELOPMENT
Pursuant to Section 36.1 -690 of the Code of the City of Roanoke (1979), as amended,
ABRE Holdings, Inc., a Virginia corporation ( "ABRE "), respectfully submits the following
written narrative in support of its amended application for a Rezoning to Mixed Planned Unit
Development, as follows:
ABRE hereby requests that each of the three (3) lots comprising the Property be
rezoned from Residential R -12 to Mixed Planned Unit Development in substantial conformance
with the Development Plan Entitled, "Avenham Square" by Balzer Associates dated August 31,
2020, last revised September 25, 2020 (the "Development Plan "), filed simultaneously with
ABRE's Zoning Amendment Application, for the development of six (6) residential townhome
lots at 3402 and 3410 Avenham Avenue and one (1) detached single family residential lot at 562
Dillard Road. The six (6) new townhome lots comprising the Property will create a new
community to be known as Avenham Square.
II. NARRATIVE IN SUPPORT OF APPLICATION
The amendment of the existing zoning district is in concert with the City's
Comprehensive Plan (the "Comp Plan ") and proposes an exciting new housing option at the
gateway of the South Roanoke community adjacent to the busy Franklin Road commercial
corridor. Avenham Square offers an efficient, attractive, and compatible use for the Property for
the reasons more fully set forth in this Narrative.
A. DESCRIPTION OF PROPOSED USE AND DEVELOPMENT OF THE
PROPERTY
The City of Roanoke has a significant shortage of new housing. Specifically, the
City needs new and more affordable housing options. ABRE has a solution to this need. The
Property offers the perfect location to create a new community of townhomes in the South
Roanoke neighborhood as opposed to three (3) single family homes under the current zoning.
Under the proposed plan, South Roanoke will benefit from an increase of six (6) additional new
housing units. Avenham Square will offer the gateway of South Roanoke a streetseape with
classic architecture. The diverse architectural features of the building elevations will enhance the
entrance to South Roanoke. Brick and siding exteriors with welcoming front porches will blend
to create a unique and striking addition to the already well -known and loved architecture in
South Roanoke and the City of Roanoke in general.
B. JUSTIFICATION FOR THE CHANGE
The current City of Roanoke Comprehensive South Roanoke Neighborhood Plan
states that the City needs more diverse housing options and multi - family options. In its current
configuration, the Property does not offer the most efficient use for the real estate market as it
exists in 2020. While three (3) lots zoned for additional single - family housing certainly are
helpful to a Roanoke Valley real estate market currently starved for new and resale housing,
three (3) single family lots do not address the City's need to offer alternative housing options to
meet a more dynamic housing market and population. With the growth of the Virginia Tech
Carilion campus at Riverside and the expansion of Carilion Roanoke Memorial Medical Center,
among other vehicles for growth, the City of Roanoke needs additional new and different types
of housing.
The City has benefitted from the addition of a number of new apartment projects over the
past few years - both inside and outside of the City's core. But the City needs higher density
housing as well as more traditional single - family homes in the City of Roanoke and, especially,
South Roanoke. We seek to address the need for more single family and one floor living /age in
place housing options in our new community adjacent to Peakwood Drive. The Comprehensive
Plan further encourages low maintenance housing options such as townhomes and multi - family
units to allow older residents to remain in the neighborhood as they transition from single family
dwellings. The proposed plan does just that.
The City also needs townhomes that offer a new housing option to all facets of our
market, from the young professional, to move up person, couple or family, and, importantly, the
empty nester buyer who wants to remain in the City but not in their current larger single- family
home. Each one of these market segments needs a choice in housing, and the proposed use of
the Property will appeal to each aspect of the market. While our proposed townhomes currently
offer second floor bedrooms, we have the flexibility to include an elevator for those who do not
want to use stairways.
The City also needs more affordable housing options, as the skyrocketing cost of
development has made traditional single - family housing more and more expensive. The
proposed higher density use of the Property should offer an affordable housing option and help
the City enhance its housing offerings to new and existing residents.
The proposed Rezoning of the Property to Mixed Planned Unit Development
from R -12, Residential Single Family to Mixed Planned Unit Development is necessary to
change the type of housing that can be built in accordance with the Plan of Development to
permit the construction of six (6) townhome units, and one single family home, as more
particularly set forth on the Plan of Development, each of which use is supported by the City's
Comprehensive Plan.
C. EFFECT OF THE PROPOSED AMENDMENT ON THE SURROUNDING
NEIGHBORHOOD
ABRE respectfully submits that the request for rezoning contained in its
Application is beneficial for the Property and the adjoining neighborhood as it expands the
neighborhood's housing options for all demographics and enhances the architecture of the homes
in the immediate area. ABRF,'s proposed use is entirely compatible with the Comp Plan. The
townhomes "can accommodate a variety of households including families with children, empty
nesters and young professionals, ensuring the marketability and long -term success of the
neighborhood ", as desired for the City by the Comp Plan.
ABRE's proposed use of the Property will focus traffic to the front of the
townhomes on Avenham Avenue with street parking on a street. As only three (3) homes exist
past the Property, this portion of Avenham does not experience high traffic. The Development
Plan set forth as Exhibit A also shall provide for an alley behind the townhomes to focus the
residential traffic immediately behind the townhomes themselves and keep traffic generally away
from Dillard Road. This alley, as well as the townhomes themselves, shall serve as a buffer
between the existing mostly single -story homes on Dillard Road and the busy commercial
corridor that is Franklin Road. Building townhomes with front - loaded garage doors is an option
but ABRE wants the homes to offer a more historical and urban streetscape to serve as a gateway
to South Roanoke and a buffer between the residential areas and the commercial areas and to
avoid a streetscape of garage doors.
The Comp Plan further states that "housing to keep seniors in the community
should be considered in the future." With the ability to add elevators in the townhomes, seniors
will have the option to enjoy a multi -story townhome with easy accessibility to each floor.
Importantly, the Development Plan incorporates the use of the existing sidewalks
on Avenham Avenue. With the front doors of the townhomes facing Avenham Avenue, these
sidewalks will become an active walkway for South Roanoke residents and a welcoming front
yard for Avenham Square.
With two (2) stories, the proposed townhomes are in scale with the surrounding
community and within the height restriction of the current R -12 zoning classification.
The Storm Water Management for Avenham Square shall meet all requirements
of the City of Roanoke and will enhance the collection of storm water at this intersection of
Dillard Road and Avenham Avenue.
The Development Plan utilizes the efficient use and development of land by
developing a new community that will enhance the aesthetics of the Avenham/Dillard
neighborhood as well as a serve as an attractive buffer from the arterial commercial thoroughfare
that is Franklin Road.
D. AVAILABILITY OF OTHER SIMILARLY ZONED PROPERTIES IN
THE GENERAL AREA AND IN THE CITY
As discussed, there are limited opportunities for new housing in the City of
Roanoke. The opportunity to offer a new, no maintenance housing option is an important
opportunity for the City of Roanoke, South Roanoke, Carilion Clinic, Virginia Tech and Radford
University. At this time, ABRE is not aware of another property in the general area or in the
City of Roanoke that is available on which to build a streetscape townhome community with
architectural features that compliment and mirror some of the better architecture found in South
Roanoke. As a result, the proposed Avenham Square community has become even more
important to the City of Roanoke.
E. RELATIONSHIP OF THE PROPOSED AMENDMENT TO THE
CITY'S COMPRHENSIVE PLAN AND THE APPLICABLE
NEIGHBORHOOD PLAN
The Property is too important to increase City housing options to remain
vacant. With experience building in South Roanoke and across the Roanoke and New River
Valleys as well as the Richmond metro area, ABRE respectfully submits that its Development
Plan will enhance the already attractive Avenham/Dillard neighborhood and support the City's
Comprehensive Plan to create a new, no maintenance and multi- family housing option for the
City of Roanoke. These new townhomes will help retain, attract, and support residents of the
City of Roanoke and offer an existing new housing option that will build a new gateway to South
Roanoke.
For the reasons more particularly set forth in its Application, this Narrative and
the Development Plan, ABRE Holdings, Inc. respectfully requests that the City of Roanoke
adopt its Application for Rezoning to Planned Unit Development in accordance with the
provisions of the Zoning Ordinance of the City of Roanoke, Commonwealth of Virginia.
Respectfully submitted this 25th day of September 2020.
OWNER OF RECORD AND PETITIONER
ABRE HOLDIDiGsf. INC.
IN
VAlexander 1 dale
Its: Pres' icr
Date: Z -u
4
EXHIBIT A
Please See Attached Development Plan by Balzer Associates dated August 31, 2020, last revised
September 25, 2020
PigPOSED
P=n WE r-
11-2
BARER
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LU
EX-A
PROFFERED CONDITION:
The applicant hereby agrees to proffer the following conditions as they apply to the New `Parcel A' and
New 'Parcel B' as shown on the Ex -A Development Plan for the subject request
identified as existing Official Tax Numbers 1090456, 1090440, and a portion of 1090441.
1. The property will be developed in substantial conformance with the development plan prepared
by Balzer and Associates, Inc. entitled "Avenham Square" dated August 31, 2020 and last revised
September 25, 2020, subject to any changes that may be required by the City of Roanoke during
comprehensive development plan review.
EXHIBIT B
Property Description
PARCEL NO. 1:
TAX PARCEL #1090440
All of that certain lot known and designated as Lot 1 of Block 2 of the W. M. Dillard
Subdivision, located on the southwest side of Avenham Avenue, bounded on the
southwest by Lot 3 of the W. M. Dillard Subdivision, bounded on the southeast by
Lot 2 of Block 2 of the W. M. Dillard Subdivision, and located on the southwest
side of Dillard Road.
PARCEL NO. 2:
TAX PARCEL 1090456
All of that certain lot known and designated as Lot No. 3 of the W. M. Dillard
Subdivision, located on Avenham Avenue, and more particularly described as
follows according to a survey made by T. P. Parker, S.C.E., dated June 1, 1957:
BEGINNING at a point on the southwest side of Avenham Avenue, point "B ";
thence S. 28 degrees 16' 20" E. 197.13 feet to point "C "; thence across the back of
the lot, S. 61 degrees 08' W. 62.0 feet to a point; thence with the dividing line
between Lot 2 (the residence lot) and Lot 3, N. 29 degrees 17' W. 197.13 feet to a
point on the southwest side of Avenham Avenue, N. 61 Degrees 08' E. 65.46 feet
to point "B," the point of BEGINNING.
(PARCELS NO. 1 and 2 above described) BEING the same property conveyed to
the Grantor herein from Ann R. Vokonas (A/K/A Ann R. Horchler), TRUSTEE OF
THE HAZEL D. WILSON IRREVOCABLE TRUST AGREEMENT #2, DATED
DECEMBER 2, 1992 by deed dated October 15, 2019, and recorded in the Clerk's
Office of the Circuit Court for the City of Roanoke, Virginia, as Instrument
No. 190010509. Reference is also made to Deed of Correction dated December 2,
2019, recorded in the aforesaid Clerk's Office as Instrument No.
PARCEL NO. 3:
TAX PARCEL #1090441
Being Lot 2, Block 2, according to the Map of the subdivision of W. M. Dillard,
prepared by T. P. Parker, State Certified Engineer, which map is of record in the
Circuit Court Clerk's Office for the City of Roanoke, Virginia, in Map Book 1, page
4.
EXHIBIT C
Ownership
The Sole Shareholder of ABRE Holdings, Inc., a Virginia corporation, is:
John Alexander Boone.
EXHIBIT D
Please See Attached Architectural Renderings
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EXHIBIT D3
ZONING DISTRICT MAP
3402 and 3410 Avenham Avenue SW,90
562 Dillard Road SW
s
Official Tax Parcels: 1090440, 1090456,
and 1090441 (respectively)
®Area to be Rezoned
Zoning
AD: Air port Dev
- CG: CommerciaEGeneral
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- CLS: Com.oi.l -Large St.
CN: Commerasl- Neighborhood
s�O NrA` 1.
_ D: Downtown
Din % SF
-
1-1: Light Industrial
- F2: Heavy Industrial
`Ss
- N: Institutional
�p
- NPUD: Institutional Planned Unit Dev
r
- PUD: Industrial Planned Unit Dev
'
NIX: Mixed Use
QNOCPUD: Muted Use Planned Unit Dev
R -12: Res Single - Family
R -3: Res Singe- Family
O
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R -5: Res Single - Family
O
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R -7: Res Single - Family
RA: Res- Agria,ttural
RM- 1 : Res Mixed Dens ity
LI
M
RM -2: Res Mixed Density
- RMF: Res Multifamily
7)
- ROS: Recreation and Open Space
C?�
- UF: Urban Flex
-
- Conditional Zoning
0 100 200 Feet
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01
CITY OF ROANOKE - PDB
Attn Tina Carr and Cecelia McCoy
215 CHURCH AVE
ROOM 166
ROANOKE, VA 24011
The Roanoke Times
Roanoke, Virginia
Affidavit of Publication
RECEIVED
OCT 16 2020
CITY OF ROANOKE
PLANNING BUILDING R DEVELOPMENT
Account Number
6011439
i `Date
October 06, 2020
Date Category Description Ad Size Total Cost
10/18/2020 Legal Notices PUBLIC HEARING NOTICE Any public hearings advertised he 1 x 173 L 1.647.76
Publisher of the
Roanoke Times
I, (the undersigned) an authorized representative of the
Roanoke Times, a daily newspaper published in Roanoke, in the
State of Virginia, do certify that the annexed notice PUBLIC
HEARING NOTICE An was published in said newspapers on the
following dates:
09/29, 10/06/2020
The First insertion being given ... 09/29/2020
Newspaper reference: 0001139740
Billing Representative
Sworn to and subscribed before me this Tuesday, October 6, 2020
NotaWj ?u ACarsten
NOTARY PUBLIC
State of Virginia Commonwealth of Virginia
County of Hanover Notary Registration Number 329549
My Commission expi mission Expires July 31 2021
THIS IS NOT A BILL. PLEASE PAY FROM INVOICE. THANK YOU
PUBLIC HEARING NOTICE
Any public hearings advertised herein
will be held in the City Council
Chamber, 4th floor, Room 450, Noel C.
Taylor Municipal Building, 215 Church
Avenue SW, Roanoke, Virginia. These
publir hearings may be conducted by
(dectiunic communication means due
to the COVID -19 pandemic disaster, as
permitted by Virginia Code Sections 2.2-
3708.2(A) and 15.2 -1413, Amendment 28
to House Bill (HB)29 (2020 Session),
Ordinance No. 41810- 072020, and
Resolution No. 41704- 032720. All
persons shall be afforded an
opportunity to speak and state their
views concerning all aspects of these
matters.
Any applications will be digitally
available for review online or may be
obtained digitally by entailing
planning@roanokeva.gov.
If you are a person with a disability
who needs accommodations for any
public hearings advertised herein,
please contact the City Clerk's Office,
(540)853.2541, by noon, Friday, October
9, 2020.
The City of Roanoke Planning
Commission will hold a public hearing
on October 12, 2020, at 1:30 p.m., or as
soon thereafter as the matters may be
heard, to consider the following
matters. All persons wishing to
address the Planning Commission must
sign -up with the Secretary to the
Planning Commission by entailing
planningOa roanokevagov or by calling
(540)853 -1330 by noon, Friday, October
9, 2020. Persons who register to speak
will be provided with information to
present their testimony via electronic
communication means in the event the
public hearing is conducted using
electronic communication means.
Written comments of interested
persons will be received by the
Secretary to the Planning Commission
at planning @roanokeva.gov on or prior
to 1:00 p.m., Friday, October 9, 2020.
Application by Elizabeth Barbour and
Lilla Szakacs for alley vacation for
property located between 708 Arbutus
Avenue SE and 712 Arbutus Avenue SE,
bearing Official Tax Map Nos. 4160302
and 4160303, respectively, and adjacent
to 2 properties located at 0 Arbutus
Avenue SE, bearing Official Tax Map
Nos. 4160302R and 4160303R,
respectively.
Application by ABRE Holdings, Inc., to
rezone property at 3402 and 3410
Avenham Avenue SW, bearing Official
Tax Map Nos. 1090440 and 1090456,
respectively, and 562 Dillard Road SW,
bearing Official Tax Map No. 1090441,
from R -12, Residential Single - Family
District, to MXPUD, Mixed Use Planned
Unit Development District. The land
use categories permitted in MXPUD
District include residential;
accommodations and group living;
commercial; warehousing and
distribution; assembly and
entertainment; public, institutional,
and community; transportation; utility;
agricultural; and accessory; with a
maximum density as specified on the
Development Plan and no maximum
floor area ratio. The Comprehensive
Plan designates the property for
residential, single family. The
proposed land use is multi- family and
single - family residential.
Tina M. Carr, Secretary, City Planning
Commission
City Council will hold a public hearing
on the aforesaid matters on October
19, 2020, at 7:00 p.m., or as soon
thereafter as the matters may be
heard, in the City Council Chamber,
fourth floor, Room 450, Noel C. Taylor
Municipal Building, 215 Church Avenue
SW, Roanoke, Virginia. All persons
shall be afforded an opportunity to
speak and state their views concerning
all aspects of these matters.
Cecelia F. McCoy, CIVIC, City Clerk
The City of Roanoke Board of Zoning
Appeals will hold a public hearing on
October 14, 2020, at 1:00 p.m., or as
soon thereafter as the matters may be
heard, to consider the following
applications. All persons wishing to
address the Board of Zoning Appeals
must sign-up with the Secretary to the
Board of Zoning Appeals by emailing
planninge@roanokeva.gov or by calling
(540)853 -1330 by noon, Monday,
October 12, 2020. Persons who register
to speak will be provided with
information to present their testimony
via electronic communication means in
the event the public hearing is
conducted using electronic
communication means. Written
comments of interested persons will be
received by the Secretary to the Board
of Zoning Appeals at gl_a —9 i n g
t?a roanokevagov on or prior to 1:00
p.m., Monday, October 12, 2020.
Application by Member One Federal
Credit Union, c/o First Last, for
property located at 202 4th Street NE,
bearing Official Tax Map No. 3015008,
for a special exception pursuant to
Section 362 -315, Zoning, Code of the
City of Roanoke (1979), as amended, to
permit a drive - through facility.
Application in attempt to appeal a
Zoning Administrator's Determination
dated July 31, 2020, pertaining to the
zoning use classification for property
located at 802 Oakwood Drive SW,
bearing Official Tax Map No. 1260911,
by Drew Arney; Paul and Stephanie
Avery; Mark Bateman; Leone
Bomberger; Michelle Burnett; Sharon
Burnham; Constance Corey; Walt and
Meggan Derey; John Garland; Catherine
C. Greenberg; Karen Hahn; John
Harlow; Rachel Hicks; Malinda
Hinshaw; Bill and Ann Hopkins; David
Johnsen; JoAnn Lockett; Barry and
Rebecca Marsh; Carole Mayberry;
Kevin and Jessica Minnix; Meredith
Moore; Genevieve Morris; Ginger
Morris; Charles E. Richards, Jr.; Tom
and Meredith Roller; Lisa Sphar; Joel
Stover; Arthur Strickland; Robert and
Amber Swanson; Rebecca Thompson;
and Oak Hill Neighborhood Association,
Tina M. Carr, Secretary, City Board of
Zoning Appeals
(1139740)
PUBLIC HEARING NOTICE
PUBLIC HEARING NOTICE
Any public hearings advertised herein will be held in the City Council Chamber, 4`h floor, Room
450, Noel C. Taylor Municipal Building, 215 Church Avenue SW, Roanoke, Virginia. These
public hearings may be conducted by electronic communication means due to the COVID -19
pandemic disaster, as pennitted by Virginia Code Sections 2.2- 3708.2(A) and 15.2 -1413,
Amendment 28 to House Bill (HB)29 (2020 Session), Ordinance No. 41810- 072020, and
Resolution No. 41704 - 032720. All persons shall be afforded an opportunity to speak and state
their views concerning all aspects of these matters.
Any applications will be digitally available for review online or may be obtained digitally by
emailing
If you are a person with a disability who needs accommodations for any public hearings
advertised herein, please contact the City Clerk's Office, (540)853 -2541. by noon. Friday,
October 9, 2020.
The Cite of Roanoke Planning Commission will hold a public hearing on October 12, 2020, at
1:30 p.m., or as soon thereafter as the matters may be heard, to consider the following matters.
All persons wishing to address the Planning Commission must sign -up with the Secretary to the
Planning Commission by emailing or by calling (540)853 -1330 by
noon, Friday, October 9, 2020. Persons who register to speak will be provided with infonnation
to present their- testimony via electronic communication means in the event the public hearing is
conducted using electronic communication means. Written comments of interested persons will
be received by the Secretary to the Planning Commission at on or
prior to 1 :00 p.m.. Friday, October 9, 2020.
Application by Elizabeth Barbour and Lilla Szakacs for alley vacation for property located
between 708 Arbutus Avenue SE and 712 Arbutus Avenue SE, hearing Official Tax Map Nos.
4160302 and 4160303, respectively.. and adjacent to 2 properties located at 0 Arbutus Avenue
SE. bearing Official Tax Map Nos. 41603028 and 4160303R, respectively.
Application by ABBE Holdings. Inc.. to rezone property at 3402 and 3410 Avenham A%Crurc
SW'. bearing Official Tax Map Nos. 1090440 and 1090456. respectively. and 562 Dillard Road
SW, bearing Official Tax Map No. 1090441, from R -12. Residential Single - Family District, to
MXPUD. Mixed Use Planned Unit Development District. The land use categories permitted in
MXPU'D District include residential; accommodations and group living: commercial;
warehousing and distribution: assembly and entertainment: public, institutional, and community:
transportation. utility: agricultural, and accessory: with a maximum density as specified on the
Development Plan and no maximum floor area ratio. The Comprehensive Plan designates the
property for residential, single family. The proposed land use is multi - family and single - family
residential.
Tina M. Carr, Secretary, City Planning Commission
CECELIA F. NICCOY, CIVIC
Cite Clerk
CITY OF ROANOKE
OFFICE OF THE CITY CLERK
215 Church Avenue, S. W., Room 456
Roanoke, Virginia 24011 -1536
Telephone: (540) 853 -2541
Fax: (540) 853 -1145
E -mail: clerks roanokeca.goc
October 7, 2020
Benjamin T. Crew
Balzer & Associates
1208 Corporate Circle, S. W.
Roanoke, Virginia 24018
Dear Mr. Crew:
CECELIA T. WEBB, C11C
Depute City Clerk
A public hearing has been advertised to be heard by the City Planning Commission
on Monday, October 12 at 1:30 p.m., and will be conducted by electronic
communication means due to the COVID -19 pandemic disaster. This public
hearing is in regard to a request by ABRE Holdings, Inc., to rezone property at 3402 and
3410 Avenham Avenue, S. W., and 562 Dillard Road, S. W., from Residential Single -
Family District, to Mixed Use Planned Unit Development District. (See copy of the
Public Hearing Notice attached.)
Pursuant to provision of Resolution No. 25523 adopted by the Council of the City of
Roanoke on Monday, April 6, 1981, a public hearing also has been scheduled to be
held on Monday, October 19 at 7:00 p.m. before the Roanoke City Council in the
Council Chamber, pending formal action by the City Planning Commission, which may
be viewed on the City's webpage, www.roanokeva.gov, under "Roanoke Planning
Commission News ", following its meeting on Monday, October 12.
If you have questions regarding the Planning Commission public hearing, please
contact Tina Carr, Secretary to the City Planning Commission at (540) 853 -1730.
Questions regarding the City Council public hearing may be directed to the City Clerk's
Office at (540) 853 -2541.
Sincerely,
%J-- V
Cecelia F. McCoy, CMC
City Clerk
Enclosure
c: Tina Carr, Secretary to the City Planning Commission
CECELIA F. AICCOY, CHIC
Cite Clerk
CITY OF ROANOKE
OFFICE OF THE CITY CLERK
215 Church Avenue, S. W., Room 456
Roanoke, Virginia 24011 -1536
Telephone: (540) 853 -2541
Fax: (540) 853 -1145
E -mail: clerkCroanokeva.goc
October 7, 2020
J. Alexander Boone, President
ABRE Holdings, Inc.
3922 Electric Road, S. W.
Suite 1A
Roanoke, Virginia 24018
Dear Mr. Boone:
CECELIA T. NVEBB, CHIC
Depute Cite Clerk
A public hearing has been advertised to be heard by the City Planning Commission
on Monday, October 12 at 1:30 p.m., and will be conducted by electronic
communication means due to the COVID -19 pandemic disaster. This public
hearing is in regard to a request by ABRE Holdings, Inc., to rezone property at 3402
and 3410 Avenham Avenue, S. W., and 562 Dillard Road, S. W., from Residential
Single - Family District, to Mixed Use Planned Unit Development District. (See copy of
the Public Hearing Notice attached.)
Pursuant to provision of Resolution No. 25523 adopted by the Council of the City of
Roanoke on Monday, April 6, 1981, a public hearing also has been scheduled to be
held on Monday, October 19 at 7:00 p.m. before the Roanoke City Council in the
Council Chamber, pending formal action by the City Planning Commission, which may
be viewed on the City's webpage, www.roanokeva.gov, under "Roanoke Planning
Commission News ", following its meeting on Monday, October 12.
If you have questions regarding the Planning Commission public hearing, please
contact Tina Carr, Secretary to the City Planning Commission at (540) 853 -1730.
Questions regarding the City Council public hearing may be directed to the City Clerk's
Office at (540) 853 -2541.
Sincerely,
V:�-. �/Xo_ 1*ci�
Cecelia F. McCoy, CMC
City Clerk
Enclosure
c: Tina Carr, Secretary to the City Planning Commission
CECELIA F. NICCOY, CDIC
Cih Clerk
CITY OF ROANOKE
OFFICE OF THE CITY CLERK
215 Church Avenue, S. )V., Room 456
Roanoke, Virginia 24011 -1536
Telephone: (540) 853 -2541
Fax: (540) 853 -1145
E -mail: clerkCa roanokeva.gov
October 7, 2020
Dear Ladies and Gentlemen:
CECELIA T. 1N EBB, CHIC
DeputN Citv Clerk
A public hearing has been advertised to be heard by the City Planning Commission
on Monday, October 12 at 1:30 p.m., and will be conducted by electronic
communication means due to the COVID -19 pandemic disaster. This public
hearing is in regard to a request by ABRE Holdings, Inc., to rezone property at 3402
and 3410 Avenham Avenue, S. W., and 562 Dillard Road, S. W., from Residential
Single - Family District, to Mixed Use Planned Unit Development District. (See copy of
the Public Hearing Notice attached.)
Pursuant to provision of Resolution No. 25523 adopted by the Council of the City of
Roanoke on Monday, April 6, 1981, a public hearing also has been scheduled to be
held on Monday, October 19 at 7:00 p.m. before the Roanoke City Council in the
Council Chamber, pending formal action by the City Planning Commission, which may
be viewed on the City's webpage, www.roanokeva gov, under "Roanoke Planning
Commission News ", following its meeting on Monday, October 12.
This letter is provided for your information as an interested party and /or adjoining
property owner. If you have questions regarding the Planning Commission public
hearing, please contact Tina Carr, Secretary to the City Planning Commission at (540)
853 -1730. Questions regarding the City Council public hearing may be directed to the
City Clerk's Office at (540) 853 -2541.
Sincerely,
0t4d1;, 114, V& eat
Cecelia F. McCoy, CMC
City Clerk
Enclosure
c: Tina Carr, Secretary to the City Planning Commission
Adjoining Property Owners and Interested Parties
October 7, 2020
Page 2
PC: David W. Irby
3422 Avenham Avenue, S. W.
Roanoke, Virginia 24014
Manuel L. Callweng, Jr. and Ermelinda R. Callweng
569 Dillard Road, S. W.
Roanoke, Virginia 24014
Danny R. Martin
557 Dillard Road, S. W.
Roanoke, Virginia 24014
John A. Hall, Jr.
5108 Upland Game Road
Roanoke, Virginia 24018
Ashby W. Coleman and
Kimberly M. Coleman
3421 Willow Oak Circle, S. W.
Roanoke, Virginia 24014
Village at Southwoods Homeowners Association
4520 Old Cave Spring Road
Roanoke, Virginia 24018
Dirby Properties, LLC
742 Windsor Avenue, S. W.
Roanoke, Virginia 24014
Department of Planning, Building and Development
Room 170, Noel C. Taylor Municipal Building
215 Church Avenue, S.W.
Roanoke, Virginia 24011
Phone: (540) 853 -1730
Filing Date: September 16, 2020
❑ Rezoning, Not Otherwise Listed
Submittal Number: Amended Application No. 1
❑ Rezoning, Conditional
❑
x Rezoning to Planned Unit Development
❑ Establishment of Comprehensive Sign Overlay District
Click Here to Print
❑ Amendment of Proffered Conditions
❑x Amendment of Planned Unit Development Plan
❑ Amendment of Comprehensive Sign Overlay District
Address: 3402 Avenham Avenue, SW; 562 Dillard Road, SW; 3410 Avenham Avenue, SW
Official Tax No(s).: 1090440;1090441;1 090456
Existing ❑ Without Conditions Ordinance
Zoning: FR-1 Residential Single Family ❑ With Conditions No(s). (If
❑ Planned Unit Development applicable):
Requested ❑ Without Conditions Proposed Multi - Family &
Zoning: MXPUD, Mixed Planned Unit Development ❑X With Conditions Land Use: Single Family
❑
x Planned Unit Development Residential
Name: ABRE Holdings, Inc. Phone Number: +1 (540) 278 -1365
Address: 392 lectric Road, S)Y� Suite 1A, Roanoke, Virginia 24018 E -mail: ab @aboonehomes.com
�� T T,^ --
property
Name: Same as Owner Phone Number: 1.
E -mail: I
Name: Balzer &Associates /Benjamin T. Crew Phone Number: +1 (540) 772 -9580
Address: 1208 Corporate Circle, SW, Roanoke, Virginia 24018 E -mail: FBCrew@Balzer.cc
Authorised Agents Signature. -
IN RE:
ABRE HOLDINGS, INC., APPLICANT,
AMENDED APPLICATION FOR
ZONING AMENDMENT TO MIXED PLANNED UNIT DEVELOPMENT ( "MXPUD ")
3402 Avenham Avenue, Official Tax Number 1090440 (Parcel 1)
562 Dillard Road, Official Tax Number 1090441 (Parcel 2)
3410 Avenham Avenue, Official Tax Number 1090456 (Parcel 3)
(together, the "Property ")
September 18, 2020
I. INTRODUCTION AND REQUST FOR REZONING TO MIXED PLANNED
UNIT DEVELOPMENT
Pursuant to Section 36.1 -690 of the Code of the City of Roanoke (1979), as amended,
ABRE Holdings, Inc., a Virginia corporation ( "ABRE "), respectfully submits the following
written narrative in support of its amended application for a Rezoning to Mixed Planned Unit
Development, as follows:
ABRE hereby requests that each of the three (3) lots comprising the Property be
rezoned from Residential R -12 to Mixed Planned Unit Development in substantial conformance
with the Development Plan Entitled, "Avenham Square" by Balzer Associates dated September
18, 2020 (the "Development Plan"), filed simultaneously with ABRE's Zoning Amendment
Application, for the development of six (6) residential townhome lots at 3402 and 3410
Avenham Avenue and one (1) detached single family residential lot at 562 Dillard Road. The six
(6) new townhome lots comprising the Property will create a new community to be known as
Avenham Square.
II. NARRATIVE IN SUPPORT OF APPLICATION
The amendment of the existing zoning district is in concert with the City's
Comprehensive Plan (the "Comp Plan") and proposes an exciting new housing option at the
gateway of the South Roanoke community adjacent to the busy Franklin Road commercial
corridor. Avenham Square offers an efficient, attractive, and compatible use for the Property for
the reasons more fully set forth in this Narrative.
A. DESCRIPTION OF PROPOSED USE AND DEVELOPMENT OF THE
PROPERTY
The City of Roanoke has a significant shortage of new housing. Specifically, the
City needs new and more affordable housing options. ABRE has a solution to this need. The
Property offers the perfect location to create a new community of townhomes in the South
Roanoke neighborhood as opposed to three (3) single family homes under the current zoning.
Under the proposed plan, South Roanoke will benefit from an increase of six (6) additional new
housing units. Avenham Square will offer the gateway of South Roanoke a streetscape with
classic architecture. The diverse architectural features of the building elevations will enhance the
entrance to South Roanoke. Brick and siding exteriors with welcoming front porches will blend
to create a unique and striking addition to the already well -known and loved architecture in
South Roanoke and the City of Roanoke in general.
B. JUSTIFICATION FOR THE CHANGE
The current City of Roanoke Comprehensive South Roanoke Neighborhood Plan
states that the City needs more diverse housing options and multi - family options. In its current
configuration, the Property does not offer the most efficient use for the real estate market as it
exists in 2020. While three (3) lots zoned for additional single - family housing certainly are
helpful to a Roanoke Valley real estate market currently starved for new and resale housing,
three (3) single family lots do not address the City's need to offer alternative housing options to
meet a more dynamic housing market and population. With the growth of the Virginia Tech
Carilion campus at Riverside and the expansion of Carilion Roanoke Memorial Medical Center,
among other vehicles for growth, the City of Roanoke needs additional new and different types
of housing.
The City has benefitted from the addition of a number of new apartment projects over the
past few years - both inside and outside of the City's core. But the City needs higher density
housing as well as more traditional single - family homes in the City of Roanoke and, especially,
South Roanoke. We seek to address the need for more single family and one floor living/age in
place housing options in our new community adjacent to Peakwood Drive. The Comprehensive
Plan further encourages low maintenance housing options such as townhomes and multi - family
units to allow older residents to remain in the neighborhood as they transition from single family
dwellings. The proposed plan does just that.
The City also needs townhomes that offer a new housing option to all facets of our
market, from the young professional, to move up person, couple or family, and, importantly, the
empty nester buyer who wants to remain in the City but not in their current larger single - family
home. Each one of these market segments needs a choice in housing, and the proposed use of
the Property will appeal to each aspect of the market. While our proposed townhomes currently
offer second floor bedrooms, we have the flexibility to include an elevator for those who do not
want to use stairways.
The City also needs more affordable housing options, as the skyrocketing cost of
development has made traditional single - family housing more and more expensive. The
proposed higher density use of the Property should offer an affordable housing option and help
the City enhance its housing offerings to new and existing residents.
The proposed Rezoning of the Property to Mixed Planned Unit Development
from R -12, Residential Single Family to Mixed Planned Unit Development is necessary to
change the type of housing that can be built in accordance with the Plan of Development to
permit the construction of six (6) townhome units, and one single family home, as more
particularly set forth on the Plan of Development, each of which use is supported by the City's
Comprehensive Plan.
C. EFFECT OF THE PROPOSED AMENDMENT ON THE SURROUNDING
NEIGHBORHOOD
ABRE respectfully submits that the request for rezoning contained in its
Application is beneficial for the Property and the adjoining neighborhood as it expands the
neighborhood's housing options for all demographics and enhances the architecture of the homes
in the immediate area. ABRE's proposed use is entirely compatible with the Comp Plan. The
townhomes "can accommodate a variety of households including families with children, empty
nesters and young professionals, ensuring the marketability and long -term success of the
neighborhood ", as desired for the City by the Comp Plan.
ABRE's proposed use of the Property will focus traffic to the front of the
townhomes on Avenham Avenue with street parking on a street. As only three (3) homes exist
past the Property, this portion of Avenham does not experience high traffic. The Development
Plan set forth as Exhibit A also shall provide for an alley behind the townhomes to focus the
residential traffic immediately behind the townhomes themselves and keep traffic generally away
from Dillard Road. This alley, as well as the townhomes themselves, shall serve as a buffer
between the existing mostly single -story homes on Dillard Road and the busy commercial
corridor that is Franklin Road. Building townhomes with front - loaded garage doors is an option
but ABRE wants the homes to offer a more historical and urban streetscape to serve as a gateway
to South Roanoke and a buffer between the residential areas and the commercial areas and to
avoid a streetscape of garage doors.
The Comp Plan further states that "housing to keep seniors in the community
should be considered in the future." With the ability to add elevators in the townhomes, seniors
will have the option to enjoy a multi -story townhome with easy accessibility to each floor.
Importantly, the Development Plan incorporates the use of the existing sidewalks
on Avenham Avenue. With the front doors of the townhomes facing Avenham Avenue, these
sidewalks will become an active walkway for South Roanoke residents and a welcoming front
yard for Avenham Square.
With two (2) stories, the proposed townhomes are in scale with the surrounding
community and within the height restriction of the current R -12 zoning classification.
The Storm Water Management for Avenham Square shall meet all requirements
of the City of Roanoke and will enhance the collection of storm water at this intersection of
Dillard Road and Avenham Avenue.
The Development Plan utilizes the efficient use and development of land by
developing a new community that will enhance the aesthetics of the Avenham/Dillard
3
neighborhood as well as a serve as an attractive buffer from the arterial commercial thoroughfare
that is Franklin Road.
D. AVAILABILITY OF OTHER SIMILARLY ZONED PROPERTIES IN
THE GENERAL AREA AND IN THE CITY
As discussed, there are limited opportunities for new housing in the City of
Roanoke. The opportunity to offer a new, no maintenance housing option is an important
opportunity for the City of Roanoke, South Roanoke, Carilion Clinic, Virginia Tech and Radford
University. At this time, ABRE is not aware of another property in the general area or in the
City of Roanoke that is available on which to build a streetscape townhome community with
architectural features that compliment and mirror some of the better architecture found in South
Roanoke. As a result, the proposed Avenham Square community has become even more
important to the City of Roanoke.
E. RELATIONSHIP OF THE PROPOSED AMENDMENT TO THE
CITY'S COMPRHENSIVE PLAN AND THE APPLICABLE
NEIGHBORHOOD PLAN
The Property is too important to increase City housing options to remain
vacant. With experience building in South Roanoke and across the Roanoke and New River
Valleys as well as the Richmond metro area, ABRE respectfully submits that its Development
Plan will enhance the already attractive Avenham /Dillard neighborhood and support the City's
Comprehensive Plan to create a new, no maintenance and multi - family housing option for the
City of Roanoke. These new townhomes will help retain, attract, and support residents of the
City of Roanoke and offer an existing new housing option that will build a new gateway to South
Roanoke.
For the reasons more particularly set forth in its Application, this Narrative and
the Development Plan, ABRE Holdings, Inc. respectfully requests that the City of Roanoke
adopt its Application for Rezoning to Planned Unit Development in accordance with the
provisions of the Zoning Ordinance of the City of Roanoke, Commonwealth of Virginia.
Respectfully submitted this 18th day of September 2020.
OWNER OF RECORD AND PETITIONER
ABRE HO111exander INC.
By:
Bo e
Its: Pre ' e Q l�
Date:
4
EXHIBIT A
Please See Attached Development Plan by Balzer Associates dated August 31, 2020, last revised
September 18, 2020
5
WN
BARER
LLJ
z
z
z 0
W Ed 1
> jL
EX-,A
PROFFERED CONDITION:
The applicant hereby agrees to proffer the following conditions as they apply to the New `Parcel A' and
New `Parcel B' as shown on the Ex -A Development Plan for the subject request
identified as existing Official Tax Numbers 1090456, 1090440, and a portion of 1090441.
1. The property will be developed in substantial conformance with the development plan prepared
by Balzer and Associates, Inc. entitled "Avenham Square" dated August 31, 2020 and last revised
September 18, 2020, subject to any changes that may be required by the City of Roanoke during
comprehensive development plan review.
EXHIBIT B
Property Description
PARCEL NO. 1:
TAX PARCEL 41090440
All of that certain lot known and designated as Lot 1 of Block 2 of the W. M. Dillard
Subdivision, located on the southwest side of Avenham Avenue, bounded on the
southwest by Lot 3 of the W. M. Dillard Subdivision, bounded on the southeast by
Lot 2 of Block 2 of the W. M. Dillard Subdivision, and located on the southwest
side of Dillard Road.
PARCEL NO. 2:
TAX PARCEL 1090456
All of that certain lot known and designated as Lot No. 3 of the W. M. Dillard
Subdivision, located on Avenham Avenue, and more particularly described as
follows according to a survey made by T. P. Parker, S.C.E., dated June 1, 1957:
BEGINNING at a point on the southwest side of Avenham Avenue, point "B ";
thence S. 28 degrees 16' 20" E. 197.13 feet to point "C "; thence across the back of
the lot, S. 61 degrees 08' W. 62.0 feet to a point; thence with the dividing line
between Lot 2 (the residence lot) and Lot 3, N. 29 degrees 17' W. 197.13 feet to a
point on the southwest side of Avenham Avenue, N. 61 Degrees 08' E. 65.46 feet
to point "B," the point of BEGINNING.
(PARCELS NO. 1 and 2 above described) BEING the same property conveyed to
the Grantor herein from Ann R. Vokonas (A/K/A Ann R. Horchler), TRUSTEE OF
THE HAZEL D. WILSON IRREVOCABLE TRUST AGREEMENT #2, DATED
DECEMBER 2, 1992 by deed dated October 15, 2019, and recorded in the Clerk's
Office of the Circuit Court for the City of Roanoke, Virginia, as Instrument
No. 190010509. Reference is also made to Deed of Correction dated December 2,
2019, recorded in the aforesaid Clerk's Office as Instrument No. _
PARCEL NO. 3:
TAX PARCEL #1090441
Being Lot 2, Block 2, according to the Map of the subdivision of W. M. Dillard,
prepared by T. P. Parker, State Certified Engineer, which map is of record in the
Circuit Court Clerk's Office for the City of Roanoke, Virginia, in Map Book 1, page
4.
EXHIBIT C
Ownership
The Sole Shareholder of ABRE Holdings, Inc., a Virginia corporation, is:
John Alexander Boone.
EXHIBIT D
Please See Attached Architectural Renderings
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EXHIBIT R1
ZONING DISTRICT
MXPUD: Mixed Use
Planned Unit Dev
Ord #34406 - 080299
►3i Area to .
Zoning
AD: Airport Dev
— CG: Commercial - General
— CLS: Commercial -Large Site
CN: Commercial- Neighborhood
— D: Downtown
- 1 -1: Light Industrial
— 1 -2: Heavy Industrial
— IN: Institutional
INPUD: Institutional Planned Unit Dev
- IPUD: Industrial Planned Unit Dev
MX: Mixed Use
MXPUD: Mixed Use Planned Unit Dev
R -12: Res Single - Family
R -3: Res Single - Family
R -5: Res Single - Family
R -7: Res Single - Family
RA: Res - Agricultural
RM -1: Res Mixed Density
RM -2: Res Mixed Density
RMF: Res Multifamily
- ROS: Recreation and Open Space
— UF: Urban Flex
Conditional Zoning
N
0 100 200 Feet +E
S
1100302
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OPT
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Department of Planning, Building and Development
Room 170, Noel C. Taylor Municipal Building
215 Church Avenue, S.W.
Roanoke, Virginia 24011
Phone: (540) 853 -1730
Filing Date [— , Submittal Number: I
Click Here to Print I
R- I I -- et all tom_
❑ Rezoning, Not Otherwise Listed ❑ Amendment of Proffered Conditions
❑ Rezoning, Conditional ❑ Amendment of Planned Unit Development Plan
❑
x Rezoning to Planned Unit Development ❑ Amendment of Comprehensive Sign Overlay District
❑ Establishment of Comprehensive Sign Overlay District
Address: 0 Avenham Avenue, SW; 0 Avenham Avenue, SW; 0 Dillard Road, SW mT
Official Tax No(s). 1090440;1090441-11090456
Existing —
E] Without Conditions Ordinance
Zoning: R -12, Residential Single - Family ❑ With Conditions No(s). (If
El Planned Unit Development applicable):
Requested ❑ Without Conditions Proposed l
Zoning: MXPUD, Mixed Use Planned Unit Develop ❑x With Conditions Land Use:
a ❑x Planned Unit Development
Prqgjo Owiner Infowmatl
Name: Alexander Real Estate Group, Ltd. fka ABRE Holdings, Inc.
Ad ss: JP2,2 Electric Road, SW, Suite 1A, Roanoke, VA 24018
�� • llln_Aff 4—ifferent from owner):
Name: ISarne as Property Owner
Address:
Name: Balzer Associates /Ben Crew
Address: 11208 Corporate Circle, Roanoke, Virginia 24018
Phone Number +1 (540) 278-1365
E -mail: ab@aboonehomes.com
Phone Number:
E -mail:
Phone Number: F +1 (540) 772 -9580
a -, E -mail: BCrew @Balzer.cc
IN RE:
ABRE HOLDINGS, INC., APPLICANT,
APPLICATION FOR
ZONING AMENDMENT TO MIXED PLANNED UNIT DEVELOPMENT ( "MXPUD ")
0 Avenham Avenue, Official Tax Number 1090440
0 Avenham Avenue, Official Tax Number 1090441
0 Dillard Road, Official Tax Number 1090456
(together, the "Property ")
August 31, 2020
I. INTRODUCTION AND REQUST FOR REZONING TO MIXED PLANNED
UNIT DEVELOPMENT
Pursuant to Section 36.1 -690 of the Code of the City of Roanoke (1979), as amended,
ABRE Holdings, Inc., a Virginia corporation ( "ABRE "), respectfully submits the following
written narrative in support of its application for a Rezoning to Mixed Planned Unit
Development, as follows:
ABRE hereby requests that each of the three (3) lots comprising the Property be
rezoned from Residential R -12 to Mixed Planned Unit Development in substantial conformance
with the Development Plan Entitled, " Avenham Square" by Balzer Associates dated August 31,
2020 (the "Development Plan "), filed simultaneously with ABRE's Zoning Amendment
Application, for the development of six (6) residential townhome lots on the Avenham lots and
one (1) detached single family residential lot at 0 Dillard Road. The six (6) new townhome lots
comprising the Property will create a new community to be known as Avenham Square.
II. NARRATIVE IN SUPPORT OF APPLICATION
The amendment of the existing zoning district is in concert with the City's
Comprehensive Plan (the "Comp Plan ") and proposes an exciting new housing option at the
gateway of the South Roanoke community adjacent to the busy Franklin Road commercial
corridor. Avenham Square offers an efficient, attractive, and compatible use for the Property for
the reasons more fully set forth in this Narrative.
A. DESCRIPTION OF PROPOSED USE AND DEVELOPMENT OF THE
PROPERTY
The City of Roanoke has a significant shortage of new housing. Specifically, the
City needs new and more affordable housing options. ABRE has a solution to this need. The
Property offers the perfect location to create a new community of townhomes in the South
Roanoke neighborhood as opposed to three (3) single family homes under the current zoning.
Under the proposed plan, South Roanoke will benefit from an increase of six (6) additional new
housing units. Avenham Square will offer the gateway of South Roanoke a streetscape with
classic architecture. The diverse architectural features of the building elevations will enhance the
entrance to South Roanoke. Brick and siding exteriors with welcoming front porches will blend
to create a unique and striking addition to the already well -known and loved architecture in
South Roanoke and the City of Roanoke in general.
B. JUSTIFICATION FOR THE CHANGE
The current City of Roanoke Comprehensive South Roanoke Neighborhood Plan
states that the City needs more diverse housing options and multi - family options. In its current
configuration, the Property does not offer the most efficient use for the real estate market as it
exists in 2020. While three (3) lots zoned for additional single - family housing certainly are
helpful to a Roanoke Valley real estate market currently starved for new and resale housing,
three (3) single family lots do not address the City's need to offer alternative housing options to
meet a more dynamic housing market and population. With the growth of the Virginia Tech
Carilion campus at Riverside and the expansion of Carilion Roanoke Memorial Medical Center,
among other vehicles for growth, the City of Roanoke needs additional new and different types
of housing.
The City has benefitted from the addition of a number of new apartment projects over the
past few years - both inside and outside of the City's core. But the City needs higher density
housing as well as more traditional single- family homes in the City of Roanoke and, especially,
South Roanoke. We seek to address the need for more single family and one floor living /age in
place housing options in our new "MillView South Roanoke" community adjacent to Peakwood
Drive (this community formerly was known as Wilton of South Roanoke). The Comprehensive
Plan further encourages low maintenance housing options such as townhomes and multi - family
units to allow older residents to remain in the neighborhood as they transition from single family
dwellings. The proposed plan does just that.
The City also needs townhomes that offer a new housing option to all facets of our
market, from the young professional, to move up person, couple or family, and, importantly, the
empty nester buyer who wants to remain in the City but not in their current larger single- family
home. Each one of these market segments needs a choice in housing, and the proposed use of
the Property will appeal to each aspect of the market. While our proposed townhomes currently
offer second floor bedrooms, we have the flexibility to include an elevator for those who do not
want to use stairways.
The City also needs more affordable housing options, as the skyrocketing cost of
development has made traditional single - family housing more and more expensive. The
proposed higher density use of the Property should offer an affordable housing option and help
the City enhance its housing offerings to new and existing residents.
The proposed Rezoning of the Property to Mixed Planned Unit Development
from R -12, Residential Single Family to Mixed Planned Unit Development is necessary to
change the type of housing that can be built in accordance with the Plan of Development to
permit the construction of six (6) townhome units, and one single family home, as more
particularly set forth on the Plan of Development, each of which use is supported by the City's
Comprehensive Plan.
C. EFFECT OF THE PROPOSED AMENDMENT ON THE SURROUNDING
NEIGHBORHOOD
ABRE respectfully submits that the request for rezoning contained in its
Application is beneficial for the Property and the adjoining neighborhood as it expands the
neighborhood's housing options for all demographics and enhances the architecture of the homes
in the immediate area. ABRE's proposed use is entirely compatible with the Comp Plan. The
townhomes "can accommodate a variety of households including families with children, empty
nesters and young professionals, ensuring the marketability and long -term success of the
neighborhood ", as desired for the City by the Comp Plan.
ABRE's proposed use of the Property will focus traffic to the front of the
townhomes on Avenham Avenue with street parking on a street. As only three (3) homes exist
past the Property, this portion of Avenham does not experience high traffic. The Development
Plan set forth as Exhibit A also shall provide for an alley behind the townhomes to focus the
residential traffic immediately behind the townhomes themselves and keep traffic generally away
from Dillard Road. This alley, as well as the townhomes themselves, shall serve as a buffer
between the existing mostly single -story homes on Dillard Road and the busy commercial
corridor that is Franklin Road. Building townhomes with front - loaded garage doors is an option
but ABRE wants the homes to offer a more historical and urban streetscape to serve as a gateway
to South Roanoke and a buffer between the residential areas and the commercial areas and to
avoid a streetscape of garage doors.
The Comp Plan further states that "housing to keep seniors in the community
should be considered in the future." With the ability to add elevators in the townhomes, seniors
will have the option to enjoy a multi -story townhome with easy accessibility to each floor.
Importantly, the Development Plan incorporates the use of the existing sidewalks
on Avenham Avenue. With the front doors of the townhomes facing Avenham Avenue, these
sidewalks will become an active walkway for South Roanoke residents and a welcoming front
yard for Avenham Square.
With two (2) stories, the proposed townhomes are in scale with the surrounding
community and, in fact, not as high as permitted under the current R -12 zoning classification.
The Storm Water Management for Avenham Square shall meet all requirements
of the City of Roanoke and will enhance the collection of storm water at this intersection of
Dillard Road and Avenham Avenue.
The Development Plan utilizes the efficient use and development of land by
developing a new community that will enhance the aesthetics of the Avenham/Dillard
neighborhood as well as a serve as an attractive buffer from the arterial commercial thoroughfare
that is Franklin Road.
D. AVAILABILITY OF OTHER SIMILARLY ZONED PROPERTIES IN
THE GENERAL AREA AND IN THE CITY
As discussed, there are limited opportunities for new housing in the City of
Roanoke. The opportunity to offer a new, no maintenance housing option is an important
opportunity for the City of Roanoke, South Roanoke, Carilion Clinic, Virginia Tech and Radford
University. At this time, ABRE is not aware of another property in the general area or in the
City of Roanoke that is available on which to build a streetscape townhome community with
architectural features that compliment and mirror some of the better architecture found in South
Roanoke. As a result, the proposed Avenham Square community has become even more
important to the City of Roanoke.
E. RELATIONSHIP OF THE PROPOSED AMENDMENT TO THE
CITY'S COMPRHENSIVE PLAN AND THE APPLICABLE
NEIGHBORHOOD PLAN
The Property is too important to increase housing options in the City to
remain vacant. With experience building in South Roanoke and across the Roanoke and New
River Valleys as well as the Richmond metro area, ABRE respectfully submits that its
Development Plan will enhance the already attractive Avenham/Dillard neighborhood and
support the City's Comprehensive Plan to create a new, no maintenance and multi- family
housing option for the City of Roanoke. These new townhomes will help retain, attract, and
support residents of the City of Roanoke and offer an existing new housing option that will build
a new gateway to South Roanoke.
For the reasons more particularly set forth in its Application, this Narrative and
the Development Plan, ABRE Holdings, Inc. respectfully requests that the City of Roanoke
adopt its Application for Rezoning to Planned Unit Development in accordance with the
provisions of the Zoning Ordinance of the City of Roanoke, Commonwealth of Virginia.
Respectfully submitted this 31St day of August 2020.
OWNER OF RECORD AND PETITIONER
ABRE HC
Its:
Date:
4
EXHIBIT A
Please See Attached Development Plan by Balzer Associates dated August 31, 2020
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EXHIBIT B
Property Description
PARCEL NO. 1:
TAX PARCEL 41090440
All of that certain lot known and designated as Lot 1 of Block 2 of the W. M. Dillard
Subdivision, located on the southwest side of Avenham Avenue, bounded on the
southwest by Lot 3 of the W. M. Dillard Subdivision, bounded on the southeast by
Lot 2 of Block 2 of the W. M. Dillard Subdivision, and located on the southwest
side of Dillard Road.
PARCEL NO. 2:
TAX PARCEL 1090456
All of that certain lot known and designated as Lot No. 3 of the W. M. Dillard
Subdivision, located on Avenham Avenue, and more particularly described as
follows according to a survey made by T. P. Parker, S.C.E., dated June 1, 1957:
BEGINNING at a point on the southwest side of Avenham Avenue, point "B ";
thence S. 28 degrees 16' 20" E. 197.13 feet to point "C "; thence across the back of
the lot, S. 61 degrees 08' W. 62.0 feet to a point; thence with the dividing line
between Lot 2 (the residence lot) and Lot 3, N. 29 degrees 17'W. 197.13 feet to a
point on the southwest side of Avenham Avenue, N. 61 Degrees 08' E. 65.46 feet
to point `B," the point of BEGINNING.
(PARCELS NO. 1 and 2 above described) BEING the same property conveyed to
the Grantor herein from Ann R. Vokonas (A/K/A Ann R. Horchler), TRUSTEE OF
THE HAZEL D. WILSON IRREVOCABLE TRUST AGREEMENT #2, DATED
DECEMBER 2, 1992 by deed dated October 15, 2019, and recorded in the Clerk's
Office of the Circuit Court for the City of Roanoke, Virginia, as Instrument
No. 190010509. Reference is also made to Deed of Correction dated December 2,
2019, recorded in the aforesaid Clerk's Office as Instrument No.
PARCEL NO. 3:
TAX PARCEL #1090441
Being Lot 2, Block 2, according to the Map of the subdivision of W. M. Dillard,
prepared by T. P. Parker, State Certified Engineer, which map is of record in the
Circuit Court Clerk's Office for the City of Roanoke, Virginia, in Map Book 1, page
4.
EXHIBIT C
Ownership
The Sole Shareholder of ABRE Holdings, Inc., a Virginia corporation, is:
John Alexander Boone.
EXHIBIT D
Please See Attached Architectural Renderings
PROFFERED CONDITION:
The applicant hereby agrees to proffer the following conditions as they apply to the New 'Parcel A' as
shown on the Ex -A Development Plan for the subject request
identified as existing Official Tax Numbers 1090456, 1090440, and a portion of 1090441.
1. The property will be developed in substantial conformance with the development plan prepared
by Balzer and Associates, Inc. entitled "Avenham Square" dated August 31, 2020, subject to any
changes that may be required by the City of Roanoke during comprehensive development plan
review.
SECRETARY'S CERTIFICATE
ABRE HOLDINGS, INC.
The undersigned, being the duly elected, authorized and acting Secretary of ABBE
Holdings, Inc., a Virginia corporation (the "Company "), does hereby certify that John Alexander
Boone is the duly elected, authorized and acting President and Secretary of the Company and
that the President is authorized to file a Zoning Amendment Application in substantial
compliance with the Plan of Development by Balzer & Associates dated August 31, 2020.
IN WITNESS WHEREOF, I have signed and caused this Certificate to be delivered this
31" day of August 2020.
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ZONING DISTRICT MAP
Area to be Rezoned
Zoning
AD: Airport Dev
® CG: Commercial - General
- CLS: Commercial -Large Site
CN: Commercial- Neighborhood
- D: Downtown
- 1 -1: Light Industrial
- 1 -2: Heavy Industrial
IN: Institutional
Q INPUD: Institutional Planned Unit Dev
® IPUD: Industrial Planned Unit Dev
MX: Mixed Use
® MXPUD: Mixed Use Planned Unit Dev
R -12: Res Single - Family
R -3: Res Single - Family
R -5: Res Single - Family
R -7: Res Single - Family
RA: Res - Agricultural
RM -1: Res Mixed Density
RM -2: Res Mixed Density
RMF: Res Multifamily
ROS: Recreation and Open Space
- UF: Urban Flex
Conditional Zoning
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1
IN THE COUNCIL OF THE CITY OF ROANOKE, VIRGINIA
The 19th day of October, 2020.
No. 41901- 101920.
AN ORDINANCE amending the Code of the City of Roanoke (1979), as amended, by
adding Chapter 32.3, Commercial Property Assessed Clean Energy (C -PACE) Financing
Program; establishing an effective date; and dispensing with the second reading of this ordinance.
WHEREAS, pursuant to Section 15.2- 958.3, Code of Virginia (1950), as amended,
localities may adopt an ordinance "to provide loans for the initial acquisition and installation of
clean energy, resiliency, or stormwater management improvements" for existing properties and
new construction within the locality, and that private lending institutions may participate in such
program;
WHEREAS, the purpose of this program is to promote and encourage the renovation and
construction of commercial, non - profit, and certain multifamily buildings and structures with the
incorporation of renewable energy production and distribution facilities, energy usage efficiency
improvements, or water usage efficiency improvement through this program;
WHEREAS, the establishment of a program for financing clean energy programs pursuant
to Section 15.2 -958.3 of State Code supports and enhances the goals and objectives of the City's
sustainability programs through the renovation, retrofit, or rehabilitation of existing buildings with
qualifying clean energy improvements or the development and construction of new buildings that
include qualifying energy efficient features;
WHEREAS, pursuant to Section 15.2- 958.3(F) of State Code, City Council conducted a
properly advertised public hearing on October 19, 2020, at which public hearing all interested
persons were given the opportunity to express their positions regarding the adoption of this
program; and
WHEREAS, after consideration of all comments made at the public hearing, and all
information set forth in the City council Agenda Report dated October 19, 2020, City Council
finds that adoption of this program promotes the general health and welfare of the community.
NOW THEREFORE, BE IT ORDAINED by the Council of the City of Roanoke that:
1. The Code of the City of Roanoke (1979), as amended, is amended by adding a new
Chapter 32.3, Commercial Property Assessed Clean Energy (C -PACE) Financing Program; as
follows:
Chapter 32.3 — COMMERCIAL PROPERTY ASSESSED CLEAN ENERGY (C -PACE)
FINANCING PROGRAM
Sec. 32.3 -1. Purpose and Creation of C -PACE Financing Program
A. Pursuant to the C -PACE Act, any Virginia locality may enact an ordinance
authorizing a C -PACE program to provide C -PACE loans for the initial acquisition and installation
of eligible clean energy, resiliency, and /or stormwater management improvements with willing
owners of qualifying properties which may include renovations to existing properties or new
construction. Each C -PACE loan shall be secured by a voluntary special assessment lien on the
property that is the subject of the C -PACE loan. C -PACE loans shall be repaid in installment
payments which shall be due and payable in accordance with the C -PACE program guidelines
and financing documents.
B. After due consideration, the City Council hereby determines that the promotion and
development of a C -PACE program will enhance the renovation of existing buildings and foster
the construction of new buildings with energy and /or water efficiency, renewable energy,
resiliency and /or storm water management features, resulting in economic growth in the City and
the region. The adoption of an ordinance creating a City C -PACE program is in the public interest
and fulfills multiple public purposes.
C. Therefore, the purpose of this chapter is to create the "Roanoke Commercial Propert y
Assessed Clean Energy (C -PACE) Financing Program," in accordance with the C -PACE Act, which
shall operate in accordance with the provisions of this Ordinance and the C -PACE Act.
Sec. 32.3 -2. Definitions
1. "Amortization Schedule" means an amortization schedule of C -PACE Payments
necessary to ray the C -PACE Loan, which is attached to the C -PACE Certificate.
2. "Borrower" means (i) a person as defined in Section 1 -230 of State Code
(including g non- profit entity) that is an owner of a Property, which voluntarily obtains a C -PACE
Loan under the Program, resulting in a C -PACE Assessment being levied on the tax records of a
Property and a C -PACE Lien being recorded on a Property, or (ii) a successor in title to Borrower.
3. "Borrower Certification" means a notarized certificate from Borrower, certifying
that (i) Borrower is current on payments on loans secured by a mortgage or deed of trust lien on
the Property and on Real Estate Tax payments, (ii) that the Borrower is not insolvent or in
bankruptcy proceedings, and (iii) that the title of the Property is not in dispute, as evidenced by a
title report or title insurance commitment from a title insurance company acceptable to Program
Administrator and Capital Provider.
4. "C- PACE" means Commercial Property Assessed Clean Energy.
5. "C -PACE Act" means Virginia's clean energy financing law, codified at Section
15.2 -958.3 of State Code.
6. "C -PACE Agreement" means the C -PACE Assessment and Financing_ Agreement
executed by Borrower, Capital Provider, and the City, which establishes the terms, conditions,
responsibilities and obligations of each party in connection with the C -PACE Loan, a form of
which C -PACE Agreement is attached to this Ordinance.
7. "C -PACE Amendment" means an Amendment to Levy and Lien of C -PACE
Assessment, executed by Capital Provider without consent from Borrower, as permitted in the C-
PACE Documents which C -PACE Amendment shall be recorded in the Clerk's Office to evidence
each amendment to the C -PACE Loan and C -PACE Lien, a form of which C -PACE Amendment
is attached to the C -PACE Agreement.
8. "C -PACE Assessment" means a voluntary, special assessment in the C -PACE
Loan Amount, levied against a Property at a Borrower's request, to cover the debt service and any
fees of a C -PACE Loan.
9. "C -PACE Assignment" means an Assignment of Levy and Lien of C -PACE
Assessment executed by Capital Provider from time to time, which shall be recorded in the Clerk's
Office to evidence Capital Provider's assiunment of the C -PACE Loan and C -PACE Lien. a form
of which C -PACE Assignment is attached to the C -PACE Agreement.
10. "C -PACE Certificate" means a Certificate of Levy and Lien of C -PACE
Assessment, which shall (i) be executed by Borrower, Capital Provider, and the City, ii) include
an Amortization Schedule, (iii) include a Borrower Certification, and (iv) be recorded in the
Clerk's Office to evidence the C -PACE Loan and C -PACE Lien, a form of which C -PACE
Certificate is attached to the C -PACE Agreement.
11. "C -PACE Documents" means the C -PACE Agreement, C -PACE Note, C -PACE
Certificate, C -PACE Assignment (if any), C -PACE Amendment (if any), and such other
documents as determined by Capital Provider.
12. "C -PACE Expenses" means construction, development and consulting costs
directly related to a C -PACE Loan, including without limitation, the cost of labor, materials,
machinery, equipment, plans, specifications, due diligence studies, consulting services (e.g.,
engineering, energy, financial and /or legal expenses), Program fees, C -PACE Loan fees,
capitalized interest, interest reserves and /or C -PACE transaction underwriting and closing g osts.
13. "C -PACE Lien" means the voluntary, special assessment lien levied against the
Property as security for the C -PACE Loan, which (i) is pari passu (i.e., of equal priority) with the
City Real Estate Tax lien; (ii) as to the current C -PACE Payment that is due and any Delinquent
C -PACE Payments is senior to (a) all other special assessment liens, and (b) all previously
recorded senior liens, provided a Lender Consent is recorded for each such senior lien; (iii) shall
run with title to the Property and shall not be extinguished by a foreclosure; and (iv) is secured by
the C -PACE Certificate, as may be amended and assigned from time to time in accordance with
this Ordinance and the C -PACE Documents.
14. "C -PACE Loan" means a loan made under the Program by a Capital Provider to a
Borrower to finance Eligible Improvements to a Property in accordance with the C -PACE Act,
this Ordinance, the C -PACE Documents, and the Program Guidelines.
15. "C -PACE Loan Amount" means the aggregate amount of a C -PACE Loan,
inclusive of principal, interest, and any financed fees, costs, and /or expenses (including C -PACE
Expenses), as provided in the Loan Documents.
16. "C -PACE Note" means a promissory note executed by Borrower made payable to
Capital Provider in the original principal amount of the C -PACE Loan, including without
limitation, any and all modifications, restructurings, extensions, consolidations, amendments
and /or assignments thereof, a form of which C -PACE Note is attached to the C -PACE Agreement.
17. "C -PACE Payments" means the periodic, installment payments of the C -PACE
Loan, due and payable by Borrower to Capital Provider to repay the C -PACE Loan in such
amounts and at such times as described in the C -PACE Agreement, the C -PACE Certificate, the
Amortization Schedule, and the C -PACE Amendments (if any).
18. "Capital Provider" means (i) a third party capital provider that has been approved
by Program Administrator in accordance with the Program Guidelines to originate a C -PACE
Loan, or (ii) the current holder of a C -PACE Loan.
19. "City" means the City of Roanoke, Virginia, which includes the City treasurer,
assessor or other City officials that levy, assess, collect and /or enforce taxes (including Real Estate
Tax) for the City.
20. "City Code" means the Code of the City of Roanoke (1979), as amended to date
and as it may be hereafter amended.
21. "Clerk's Office" means the Clerk's Office of the Circuit Court of the City of
Roanoke, Virginia.
22. "Delinquent C -PACE Payment" means any C -PACE Payment that was not paid
by Borrower when due, which shall include without limitation, all accrued interest, late fees, and
penalties incurred pursuant to the C -PACE Documents.
23. "DMME" means the Virginia Department of Mines, Minerals and Energy.
24. "DMME Guidelines" means the Uniform Statewide Financial Underwriting
Guidelines for C -PACE Loans, issued on December 1, 2015, by the PACE Stakeholder Committee
organized by DMME.
25. "Eligible Improvement' means any improvement, renovation, addition,
construction, installation, modification of or to, a Property or a building located on a Property, if
designed to (i) facilitate renewable energy _ production and distribution, (ii) reduce energy
consumption, (iii) reduce water consumption, and /or (iv) facilitate resiliency and /or stormwater
management, which Eligible Improvements include without limitation, the types of Eligible
Improvements listed in Section 32.3 -3 below.
26. "Lender Consent' means a written Lender Consent and Subordination Agreement
executed by each mortgage or deed of trust lienholder with a lien on the Property that is the subject
of a C -PACE Loan, which allows the C -PACE Lien to have senior priority over the mortgage or
deed of trust liens.
27. "PACE" means Property Assessed Clean Energy.
28. "Program" means the City C -PACE financing_ program established to provide C-
PACE Loans to Borrowers in accordance with the C -PACE Act, this chapter, the C -PACE
Documents, and the Program Guidelines.
29. "Program Administrator" means (i) an independent third party (authorized by
written contract with the City), or (ii) a designated City official, which, in either (i) or (ii) above,
possesses the authority to administer the Program as provided by State Code, the C -PACE Act,
this chapter, and the Program Guidelines.
30. "Program Fees" means the fees authorized by the Act and charged to Borrowers
to cover the costs to design and administer the Program, including compensation of Program
Administrator and recovery of expenses incurred by the City.
31. "Program Guidelines" means a comprehensive document that establishes the
procedures, eligibility rules, responsibilities, disclosures, Program Fees, restrictions, underwriting
criteria, and other requirements promulgated, imposed and enforced by Program Administrator for
the governance of the Program, as amended from time to time.
32. "Program Manager" means the City Manager or such person designated in writing
by the City Manager to supervise the Program and act as liaison with Program Administrator.
33. "Project' means the construction or installation of Eligible Improvements on
Property.
34. "Property" means assessable real estate located in the Citv, with all buildines
located or to be located thereon, whether vacant or occupied, improved or unimproved and
regardless of whether such real estate is currently subject to taxation by the City, but excluding (i)
a residential dwelling with fewer than five (5) dwelling units, and (ii) a condominium nroiect as
defined in Section 55.1 -2000 of the State Code.
35. "Real Estate Tax" means the local tax on real estate which the City levies pursuant
to Title 58 1 Chapter 32 of State Code and Chapter 32 Code of the City of Roanoke (1979) as
amended.
36. "State Code" means the Code of Virginia (1950), as amended to date and as it may
hereafter be amended.
37. "Virginia" means the Commonwealth of Virginia.
Sec. 32.3 -3. Eligible Improvements under the C -PACE Program
A. The Program shall be available throughout the City, provided that the Borrower,
the Property and the Eligible Improvements all qualify for the Program. The following types of
Eligible Improvements may be financed with a C -PACE Loan:
(i) renewable energy production and distribution facilities (e.g., solar
photovoltaic solar thermal wind wave and /or tidal energy and the storage and /or distribution of
the energy produced thereby);
(ii) energy usage efficiency ystems e.g., high efficiency lighting and building
systems heating ventilation and air conditioning (HVAC) upgrades, air duct sealing high
efficiency hot water heating systems, building shell or envelope improvements, reflective roof,
cool roof or green roof systems and /or weather - stripping);
(iii) water usage efficiency improvements (e.g., recovery, purification, recycling
and other forms of water conservation);
(iv) construction, renovation or retrofitting of a Property directly related to the
accomplishment of any purpose listed in subsections (i), (ii) or (iii), above, whether such Eligible
Improvement was erected or installed in or on a building or on the ground, it being the he express
intention of the City to allow Eligible Improvements that constitute, or are part of, the construction
of a new structure or building to be financed with a C -PACE Loan; or,
(v) any other category of improvement approved by Program Manager or
Program Administrator as qualifying for financing under the C -PACE Act and the Program.
B. The proceeds of a C -PACE Loan may be used to pay C -PACE Expenses.
Sec. 32.3 -4. C -PACE Loan Requirements
A. C -PACE Loans shall be oriainated by Canital Providers. The Citv and /or its
respective governmental entities shall have no obligation to originate or ug aranty any C -PACE
Loans. Except for oversight duties set forth in this chapter, the role of the City shall be limited to
(i) levying and assessing the C -PACE Assessments and C -PACE Liens, and (ii) enforcing the
timely repayment of the C -PACE Loans in the same manner as delinquent Real Estate Taxes are
enforced, in accordance with the C -PACE Documents, any applicable City ordinances, and Title
58. 1, Chapters 32 and 39 of State Code, which enforcement action may include (without limitation)
conducting a tax foreclosure sale of the Property by public auction.
B. The minimum C -PACE Loan Amount that may be financed for each Project is
$30,000, and the maximum C -PACE Loan Amount that may be financed for each Project is
$20,000,000. There shall be no limit on the total value of all C -PACE Loans to be financed under
the Program.
C. The interest rate of a C -PACE Loan shall be determined by mutual agreement
between Borrower and Capital Provider as provided in the C -PACE Documents.
D. The term of a C -PACE Loan shall not the weighted average expected useful life of
the improvements or 30 years, whichever is less.
E. The C -PACE Loan Amount shall be fully amortized over the tenn of the C -PACE
Loan in accordance with the Amortization Schedule as agreed by Borrower and Capital Provider.
F. Program Administrator will develop a Program application process for the review
and approval of proposed Projects. Program applications will be processed on a first -come, first -
serve basis, and all applicants must meet the Program eligibility requirements in the C -PACE Act,
this chapter and the Program Guidelines.
G. All costs related to the financing, administration, collection, and /or enforcement of
the C -PACE Loan and C -PACE Lien shall be borne by Borrower.
'H. Each C -PACE Agreement shall be substantially in the fonn attached as an appendix
to this Ordinance (see Sec. 32.3- 8(D)). The C -PACE Agreement may be modified as necessary to
further the Program's purpose and to encourage Program participation, provided that (i) all
modifications are approved by Program Manager and City Attorney, and (ii) the modifications do
not conflict with the C -PACE Act, this chapter, other terms of the C -PACE Documents and /or the
Program Guidelines.
Sec. 32.3 -5. C -PACE Assessment, C -PACE Loan and C -PACE Lien
A. Each C -PACE Loan shall be secured by a C -PACE Lien, and the C -PACE Lien
shall be evidenced by the recordation of a C -PACE Certificate in the Clerk's Office. Program
Manager, on behalf of the City, is hereby authorized to execute the C -PACE Certificate prior to
recordation. Upon complete execution of the C -PACE Documents and funding of the C -PACE
Loan, Capital Provider shall record the C -PACE Certificate in the Clerk's Office.
B. The C -PACE Lien shall have equal priority with the City Real Estate Tax lien, and
the C -PACE Lien shall have priority over any previously recorded lien only if, in connection with
the C -PACE Loan closing, (i) a Lender Consent is recorded in the Clerk's Office, and (ii) Borrower
has executed the C -PACE Certificate (containing a Borrower Certification).
C. In connection with the C -PACE Loan closing, Capital Provider shall deliver a
recorded C -PACE Certificate to the City, and the City shall levy the C -PACE Assessment on the
tax records of the Property benefitting from the Eligible Improvements. The C -PACE Loan will
be repaid by Borrower through C -PACE Payments over a period of years, in such amounts and at
such times as set forth in the Amortization Schedule and the C -PACE Documents. Capital Provider
shall be responsible for servicing the C -PACE Loan (including billing illing and collection of C -PACE
Payments), subject to and in accordance with the provisions of the C -PACE Documents.
D The C -PACE Lien shall run with the land. The portion of the C -PACE Loan that
has not yet become due shall not be eliminated by foreclosure of a Real Estate Tax lien. Delinquent
C -PACE Payments shall be subject to all fees and collection methods permitted under the laws of
Virginia for the collection of delinquent Real Estate Taxes.
E Only the current C -PACE Payment and any Delinquent C -PACE Payments shall
constitute a first lien on the Property (having equal priority with the City_ Real Estate Taxes).
Delinquent C -PACE Payments shall (i ) accrue penalties and interest (including default interest) in
accordance with the C -PACE Agreement and (ii) be enforced in accordance with the C -PACE
Documents any applicable City ordinances including Chapter 32 of City Code, and Title 58.1,
Chapters 32 and 39 of State Code which enforcement action may include conducting a tax
foreclosure sale of the Property by public auction.
F C -PACE Payments and Delinquent C -PACE Payments shall be levied and enforced
by the City in the same manner as delinquent Real Estate Taxes are levied and enforced. The City
shall be entitled to (i) recover its costs and expenses including reasonable attorneys' fees and
costs in the same manner as in a suit to collect delinquent Real Estate Taxes, (ii) charge interest
and penalties for Delinquent C -PACE Payments in the same manner as delinquent Real Estate
Taxes and (iii) utilize any administrative remedies provided by Virginia law. All collection and
enforcement costs expenses interest and penalties incurred by Capital Provider and the City shall
(a) be added to the Delinquent C -PACE Payments being collected (b) become part of the aggregate
amount sued for and collected (c) be added to the C -PACE Loan Amount, and (d) be secured by
the C -PACE Lien The costs and expenses recovered by the City shall be in addition to any costs,
expenses interest or other amounts due and owing to Capital Provider. Pursuant to Section X58.1-
3965 1 of the State Code for purposes of enforcing a C -PACE Lien a C -PACE Lien which secures
a Delinquent C -PACE Payment shall be enforceable after the December 31st following the first
anniversary of a C -PACE Payment having become due.
G A transferee of a Property subject to a C -PACE Lien shall assume the obligation to
repay all remaining unpaid C -PACE Payments due on the C -PACE Loan (in accordance with the
Amortization Schedule) whether the transfer of ownership was voluntary or involuntary. Only the
current C -PACE Payment and any Delinquent C -PACE Payments, together with any costs of
collection shall be payable at the settlement of a C -PACE Property sale, unless otherwise agreed
by the parties.
H C -PACE Loans may be transferred assigned or sold by a Capital Provider to
another Capital Provider at any time during the C -PACE Loan term without consent from
Borrower, the City or any other party, provided that Capital Provider shall (i) record a C -PACE
Assignment in the Clerk's Office and (ii) deliver a copy of the recorded C -PACE Assignment to
Borrower, the City and Program Administrator. Recordation of the C -PACE Assignment shall
constitute an assumption by the new Capital Provider of the C -PACE rights and obligations
contained in the C -PACE Documents.
I After the recordation of the C -PACE Certificate, Capital Provider may amend the
C -PACE Loan and C -PACE Lien from time to time without consent from Borrower, the City or
any other party, as permitted in the C -PACE Documents• provided however, in each instance,
Capital Provider shall record a C -PACE Amendment in the Clerk's Office and deliver a copy of
the recorded C -PACE Amendment to Borrower, the City and Program Administrator.
Sec. 32.3 -6. Program Administrator; Program Guidelines
A The City may hire a Program Administrator, or delegate the Program administration
duties to Program Manager or Capital Provider. The City Manager is authorized to enter into any
contract on behalf of the City with reject to the administration of the Program, if necessary. The
Program will be designed to minimize the fees and costs that a Borrower must pay for a C -PACE
Loan all with the goal of promoting and facilitating participation in the Program.
B The principal Program administration duties may include (without limitation) the
following (i) creating and modifying the Program Guidelines as necessary' (ii) coordinating the
billing and collection process; (iii) processing C -PACE applications to determine eligibility for a
C -PACE Loan and related Eligible Improvements• (iv) ensuring compliance with the Program
requirements; (v) certifying_ that prospective C -PACE service providers and Capital Providers are
eligible to participate in the Program; and NO promoting the Program by performing Program
marketing and outreach.
C The Program will be self - financed through Program Fees. The initial Program Fee
will be $250 per C -PACE Project which may be amended from time to time by the City Manager
or the Program Administrator. The Program Guidelines will include the most current Program Fees
in effect The Program Fees shall be paid by Borrower in accordance with the C -PACE Documents
and the Program Guidelines The Amortization Schedule will include any on -going fees to be
included with each C -PACE Payment.
D Program Administrator (i) will endeavor to conduct a competitive, open- market
Program available to all pre- certified Capital Providers contractors engineers and consultants
who apply to provide services or funding for the Program, and (ii) shall not grant any capital
provider or service provider an exclusive right to provide services or funding for the Program.
E The Program Guidelines will be developed by Program Administrator and
approved by the City Manager and shall not conflict with the C -PACE Act, this chapter, or the C-
PACE Documents The Program Guidelines will include without limitation, the C -PACE Loan
notification requirements and closing process. The Program Guidelines may require Program
Administrator to provide a written report with summary information regarding the Program, the
portfolio performance of participating Capital Providers or other Program statistics. The Program
Guidelines shall become effective only after review by the City Attorney and written approval by
the City Manager. The Program Guidelines may incorporate the DMME Guidelines, however,
Program Administrator is expressly authorized in its reasonable discretion exercised jointly with
the City Manager, to modify the Program Guidelines from time to time in accordance with the
intent and purpose of the Program as approved by the City Manager.
F In accordance with the cooperative procurement provisions included in Section 2.2-
3404 of the Virginia Public Procurement Act the City may engage, to operate the City's Program,
a Program Administrator which has contracted to operate a C -PACE program for another Virginia
jurisdiction pursuant to a procurement process which allowed other Virginia jurisdictions to
cooperatively_ procure a Program Administrator thereunder. Alternatively, the City _may_
competitively procure a Program Administrator by issuing a Request for Proposal for a Program
Administrator. In either event the City may authorize other Virginia jurisdictions to cooperatively
procure the services of the City's Program Administrator. Program Administrator shall indemnify,
defend and hold the City harmless against any claim brought against the City or any liability
imposed on the City as a result of any action or omission to act by Program Administrator in a
jurisdiction to which its program administration agreement with the City was extended under such
joint and cooperative procurement.
Sec 32.3-7. Role of the City; Limitation of Liability
Borrowers and Capital Providers participate in the Program at their own risk. The City
makes no representation or warranty as to the validity, enforceability, priority, or any other
character of any C -PACE Loan C -PACE Lien or C -PACE Documents, and Borrowers and
Capital Providers agree to release and hold the City harmless from and against any and all
liabilities claims suits liens, judgments damages losses and expenses including without
limitation reasonable legal fees and costs arising in whole or in part from acts omissions breaches
or defaults of Borrowers or Capital Providers in relation to any C -PACE Loan C -PACE Lien, or
C -PACE Documents.
Sec. 32.3 -8. Additional Provisions
A Every Borrower, on behalf of itself and any affiliated entities (whether in existence
at the time of the C -PACE application or created thereafter) and any of its individual shareholders,
principals managers or other associated individuals shall (i) waive the right to bid, either directly
or indirectly, on the Property at any auction held in the course of foreclosure for delinquent real
estate taxes or for Delinquent C -PACE Payments and (b) waive the right to occupy, possess, or
use either directly or indirectly, any Property for a period of five (5) years after the date of the
foreclosure auction.
B The following Borrower waivers shall be included in every C -PACE Agreement
and shall be a burden that runs with the land intended to bind successors or assigns in title while
any C -PACE Loan remains outstanding:
(i) Borrower hereby waives all defenses affirmative or otherwise, to the
foreclosure action related to any collection suit brought for the nonpayment of any C -PACE Loan.
This waiver shall apply to any litigation action initiated under the laws of Virginia or any
administrative collection action afforded to the City treasurer or its duly appointed collection
agent;
(ii) Borrower hereby waives all defenses to the imposition of personal liability
for corporate officers as permitted under Section 58.1- 3965(F) of the State Code and the collection
thereof as stated in subparagraph (i) above.
C The provisions of this chapter are severable. If a court of competent jurisdiction
determines that a word phrase clause sentence paragraph subsection section or other provision
is invalid or that the application of any part of this chapter or provision to any person or
circumstance is invalid the remaining, provisions of this chapter shall not be affected and shall
remain in full force and effect.
D A draft Assessment and Financing Agreement (i.e. the contract specifying the terms
and conditions of the City's C -PACE Program loan agreements ) is adopted as an appendix to this
Ordinance ( "Draft Agreement ") The parties to any Assessment and Financing Agreement shall be
Borrower Capital Provider, and the City. Each Assessment and Financing Agreement shall be in
10
substantially the form established by the Draft Agreement with such additions deletions or
alterations as permitted by this chapter. At the Request of the Program Administrator, the Program
Manager is authorized to modify the Draft Agreement in their joint reasonable discretion, provided
that such modifications are approved by the City Attorney. The City Manager is authorized to enter
into Assessment and Financing Agreements on behalf of the City. The City Manager may not
execute any Assessment and Financing Agreement unless the underwriting requirements and the
conditions for the priority status of the C -PACE Lien are met.
E The Program Guidelines shall contain the following provisions:
(i) These Program Guidelines ( "Guidelines') have been prepared for the
purpose of providing a more detailed description of the requirements rules procedures, and fees
qpplicable to the City of Roanoke Commercial Property Assessed Clean Energy. (C -PACE)
Financing Program ( "Program" )These Guidelines are subject to Chapter 32.3, Code of the City
of Roanoke (1979) as amended ( "City Ordinance ") in all respects including, without limitation,
the provisions of the City Ordinance governing the amendment of these Guidelines. If there is a
conflict between these Guidelines and the City Ordinance the City Ordinance shall govern and
control.
(ii) THESE GUIDELINES ARE FOR REFERENCE ONLY AND DO NOT
CREATE ANY LEGAL RIGHTS IN FAVOR OF ANY BORROWER, CAPITAL PROVIDER,
CONTRACTOR OR ANY OTHER PERSON AND THESE GUIDELINES DO NOT IMPOSE
ANY LEGAL DUTY OR OBLIGATION ON THE CITY OF ROANOKE, VIRGINIA.
This Ordinance shall become effective upon passage.
Pursuant to Section 12 of the Charter of the City of Roanoke, the second reading of
this ordinance by title is hereby dispensed with.
11
ATTEST:
0 ".�' VkAT
City Clerk
CITY COUNCIL AGENDA REPORT
To: Honorable Mayor and Members of City Council
Meeting: October 19, 2020
Subject: Enabling C -PACE Ordinance
Background:
On November 4, 2019, City Council was briefed on Commercial Property Assessed
Clean Energy (C -PACE) financing. C -PACE is a flexible financing tool for new
construction or renovation projects that will provide up to 100% financing for energy
efficiency, clean energy, resilience or stormwater mitigation portions of a building
project.
Originally enabled in 2009, State Code provides for financing for clean energy
improvements via a special assessment that is linked to the property. This financing is
generally easy to obtain, and the loans are particularly favorable to non - profits, small
business, as well as large -scale developments.
The loans offer attractive interest rates, typically spread over a twenty year period, loan
payments are affordable and they are frequently offset by savings generated by lower
utility bills. The benefits for the owner include no out -of- pocket expense, increased net
operating income, and the debt is transferred to the building and not the owner's
balance sheet. Benefits to the community are increased economic development, tax
revenue, and improved environmental benefits.
Currently in Virginia, C -PACE has been enabled by Arlington, Fredericksburg,
Lynchburg, Fairfax County, Loudoun County, Town of Dumfries, Richmond and
Norfolk.
Considerations:
Owners of any real property may participate in this program, except owners of
residential dwellings with fewer than five dwelling units or condominium projects.
Commercial lenders provide the financing and borrowers (property owners) pay for all
fees and costs. The City does not finance or manage the loans and will never be
responsible to assume the loan under any circumstances.
The City's involvement in this program involves securing the loan and managing the
program. The City imposes a voluntary special assessment lien against the property for
the value of the loan. The lien runs with the land and all mortgage holders must agree
to be subordinate to the lien. If the loan is not paid back, the City can sell the property
(like a tax sale) to repay the loan. The City hires (or has a current city employee act as)
the "Program Administrator" to manage the program. Program fees will pay all salary
and costs of this position.
This program allows the property owner to borrow more money for their project than
would otherwise be available without this program. Thereby, the City is encouraging
clean energy projects and economic development!
Recommended Action:
Conduct the scheduled public hearing on Monday, October 19, 2020. Following the
hearing, adopt the C -PACE Ordinance and Financing Agreement. Allow city staff to
execute any and all activities to procure a program administrator and all other
necessary actions to implement the program in accordance with the Ordinance and the
C -PACE Statute (Virginia Code § 15.2-958.3).
-- - - - - -- - ------- - - - - --
Robert S. Cowell, jr.
City Manager
Distribution: Council Appointed Officers
Sherman M. Stovall, Deputy City Manager
C -PACE ASSESSMENT AND FINANCING AGREEMENT
THIS C -PACE ASSESSMENT AND FINANCING AGREEMENT (this
"Agreement ") is made as of [ , 20] ( "Effective Date ") between the City of
Roanoke, Virginia ( "City "), [CAPITAL PROVIDER NAME], a organized
under the laws of [Virginia] [IF FOREIGN ENTITY ADD: and authorized to do business in
Virginia] (together with its successors and /or assigns, "Capital Provider "), and [BORROWER
NAME], a organized under the laws of the Virginia [IF FOREIGN ENTITY
ADD: and authorized to do business in Virginia] (together with its successors and /or assigns,
"Borrower "). The City, Capital Provider and Borrower are referred to herein individually as a
"Party" and collectively as the "Parties." Capitalized terms used in this Agreement that are not
otherwise defined shall have the meanings set forth in Section 1.01 below.
RFCTTAT,C
A. Pursuant to the C -PACE Act and Ordinance, the City established the City C -PACE
program to facilitate financing for the initial acquisition and installation of Eligible Improvements
with willing owners of Eligible Property ( "Program "). The Program allows private financing for
Eligible Improvements by utilizing the local C -PACE assessment and collection mechanism to
provide security for the repayment of the C -PACE Loan in accordance with the C -PACE Act,
Ordinance, Program Guidelines and C -PACE Documents.
B. Borrower is the legal and beneficial fee simple title owner /[leasehold owner] of that
certain real property, together with all improvements thereon and appurtenances thereto (including
without limitation, the Improvements), located in the City and having an address of
, as more particularly described in Exhibit A attached hereto and
incorporated herein ("Proper " ).1
C. Borrower has applied to the Program to obtain a C -PACE Loan from Capital
Provider for the Improvements, which C -PACE Loan is secured by, among other things, the C-
PACE Lien.
D. In accordance with the Program's energy efficiency eligibility requirements,
Borrower has contracted to [renovate or retrofit the Property and /or construct a new building
and /or improvements on the Property to reduce energy and /or water consumption and /or install
renewable energy systems, resiliency and /or storm water management improvements on the
Property]. The C -PACE improvements to be constructed on the Property (1) are generally
described in Section 11 of the Loan Schedule and more particularly described in the Construction
Contract, (2) meet the requirements of the C -PACE Act and Ordinance, and (3) shall be
1 Note to Drafter: If Borrower has a leasehold interest in a long -term lease, this Agreement will need to be revised
to include the fee simple owner as a party and to incorporate certain other provisions related to the leasehold structure
as may be required by Capital Provider and the City. Additionally, if the transaction structure involves a PACE -
secured Power Purchase Agreement, this Agreement will need to be revised to include relevant provisions required
by Capital Provider and the City.
permanently affixed to the Property and installed in accordance with the Program Guidelines and
C -PACE Documents ( "Improvements").
E. Borrower (1) has completed the Program application requirements, including
without limitation, obtaining a Lender Consent from each Mortgage Lender, and (2) has agreed to
the recordation of the C -PACE Lien against the Property in the C -PACE Loan Amount.
F. Capital Provider has agreed to provide the C -PACE Loan for the Improvements on
the condition of Borrower's agreement to repay the C -PACE Loan and subject to the terms and
conditions contained in the C -PACE Documents, including without limitation, Borrower's
execution and delivery of the C -PACE Note to Capital Provider.
G. The City has agreed to levy, assess, and enforce the C -PACE Lien in the same
manner as the City levies, assesses, and enforces Real Estate Taxes on the Property, subject to the
terms and conditions contained in the C -PACE Documents.
H. Capital Provider shall handle the billing and collection for the C -PACE Loan, and
Borrower shall repay the C -PACE Loan to Capital Provider in accordance with the C -PACE
Documents. During the Term, Capital Provider will apply the C -PACE Payments to the
outstanding C -PACE Loan Amount as provided in the Amortization Schedule.
I. The Parties have determined that the most efficient and effective way to implement
the financing, acquisition, construction and installation of the Improvements and to further the
public purposes contained in the C -PACE Act and Ordinance is through this Agreement, pursuant
to the C -PACE Act and Ordinance and on the terms contained in the C -PACE Documents, with
(1) Capital Provider funding the C -PACE Loan; (2) Borrower acquiring, constructing, and
installing the Improvements and timely making the C -PACE Payments to fully repay the C -PACE
Loan to Capital Provider; and (3) the City levying, assessing and enforcing the C -PACE Lien.
J. Borrower, Capital Provider and the City desire to set forth their respective rights
and obligations relating to the C -PACE Loan in this Agreement.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing and the mutual covenants
contained herein, and for Ten Dollars cash in hand paid and other good and valuable consideration,
the receipt and sufficiency of which are hereby acknowledged, the Parties, intending to be legally
bound, hereby agree as follows:
2
ARTICLE I
INTERPRETATION
Section 1.01. Definitions. Unless otherwise defined herein, capitalized terms in this
Agreement shall have the same meanings as set forth in the Ordinance. 2
"Agreement" is defined in the Preamble, and all references to the Agreement shall
include all exhibits and schedules attached to the Agreement.
"Assignment and Assumption Agreement" is defined in Section 4.14 of this
Agreement.
"Budget" means the detailed budget of all costs necessary to purchase, install, and /or
construct the Improvements in accordance with the Plans.
"Business Day" means any day other than a Saturday, Sunday, federal holiday or state
holiday in Virginia on which Capital Provider and City are open for business.
"C -PACE Advance" means an advance of the C -PACE Loan proceeds made by Capital
Provider to Borrower during the Construction Period in accordance with the terms and
conditions of this Agreement.
"C -PACE Advance Schedule" means that certain schedule of C -PACE Advances,
which is attached hereto and incorporated herein as Schedule II.
"Capitalized Interest" means the interest that accrues on the C -PACE Loan (at the
Interest Rate) from the Closing Date to the Repayment Start Date, which shall be capitalized into
the C -PACE Loan amount, as reflected on the Amortization Schedule.
"Closing" means the closing of the transactions contemplated by this Agreement, which
shall take place on the Closing Date.
"Closing Conditions" is defined in Section 2.04 of this Agreement.
"Closing Date" means the Effective Date.
"Completion Certificate" means a certificate of completion executed by Borrower and
Contractor in form and substance satisfactory to Program Administrator and Capital Provider in
its reasonable discretion.
"Completion Date" means the date on which all of the following events have occurred:
(i) construction of the Improvements has been completed in accordance with the Plans, in a lien -
free condition, except for the Permitted Liens and any other liens that Borrower is appealing or
contesting by appropriate legal or other proceeding (which shall be promptly initiated and
2 Note to Dra ter.• Prior to finalizing Agreement, confirm that final Ordinance definitions match Agreement
definitions.
3
conducted by Borrower in good faith and with due diligence); (ii) Borrower has delivered a
fully- executed Final Lien Waiver and a fully- executed Completion Certificate to Capital
Provider; (iii) Borrower has delivered a temporary or final certificate of occupancy to Capital
Provider, if required for the Improvements; (iv) all required approvals, reports and information
required to be submitted to Capital Provider and /or the City have been submitted and approved,
and (v) all other requirements of the C -PACE Documents have been satisfied. The Completion
Date is estimated to occur on or before [ , 20_]. Notwithstanding anything to the
contrary contained in this Agreement, the Completion Date shall occur no later than [ ,
20_], unless otherwise approved by Capital Provider, in its reasonable discretion.
"Construction Contract" means that certain fully- executed construction contract dated
[ , 20] between Borrower and Contractor.
"Construction Period" means the period of time beginning on the Closing Date and
ending on the Completion Date.
"Contractor" means [name of general contractor], a general contractor that is licensed,
bonded and insured in Virginia, and has been qualified for the Program by the Program
Administrator and approved by Capital Provider. If Contractor is changed, Borrower shall obtain
(a) confirmation from the Program Administrator that the new Contractor has qualified for the
Program and (b) prior written consent from Capital Provider approving the replacement
contractor.
"Default Interest" means the annual interest that accrues on a Delinquent C -PACE
Payment (or portion thereof) at the Default Rate, if Borrower defaults under the C -PACE
Documents or an Event of Default occurs. Computations of Default Interest shall be based on a
year of 360 -days but shall be calculated for the actual number of days in the period for which
Default Interest is charged.
"Default Rate" means the lower of [ percent (_ %)] per annum or the highest
annual interest rate allowed by applicable law, in connection with a Delinquent C -PACE
Payment.
"Delinquency" is defined in Section 5.01 of this Agreement.
"Disbursement Conditions" is defined in Section 2.05 of this Agreement.
"Disbursement Memorandum" means that certain memorandum containing the Closing
disbursements and wiring instructions for the transactions contemplated by this Agreement,
which shall be executed by Borrower, Capital Provider, and the City at Closing, a form of which
is attached hereto and incorporated herein as Exhibit I.
"Effective Date" is defined in the Preamble.
"Eligible Property" means all assessable real estate located within the City, with all
buildings located or to be located thereon, whether vacant or occupied, whether improved or
unimproved, and regardless of whether such real estate is currently subject to taxation by the
City, other than (a) any condominium project as defined in §55.1 -2000 of the State Code, or (b)
0
any residential property containing four (4) or fewer dwelling units.
"Environmental Claim" means any investigation, notice, notice of violation, claim,
action, suit, proceeding, demand, abatement order or other order or legally binding directive, by
any Governmental Authority or any other Person, arising (a) pursuant to or in connection with
any actual or alleged violation of any Environmental Law; (b) in connection with any Hazardous
Material or any actual or alleged Hazardous Materials Activity; or (c) in connection with any
actual or alleged damage, injury, threat or harm to health and safety of any Person or to natural
resources or the environment.
"Environmental Laws" means any and all federal or state (or any subdivision of either
of them) statutes, ordinances, directives, orders, rules, regulations, judgments, governmental
authorizations, or any other requirements of Governmental Authorities relating to (a)
environmental matters, including those relating to any Hazardous Materials Activity; (b) the
generation, use, storage, transportation or disposal of Hazardous Materials; or (c) occupational
safety and health, industrial hygiene, land use or the protection of human, plant or animal health
or welfare, in any manner applicable to Borrower or the Property.
"Event of Default" has the meaning given such term in Section 5.01 of this Agreement.
"Exclusivity Covenants" means the covenants and undertakings of Borrower and its
affiliates, for the benefit of Capital Provider, whereby Borrower shall not (a) solicit, initiate or
encourage submission of proposals or offers from any third person, relating to any acquisition or
purchase of a subsequent C -PACE Loan on the Property, or (b) participate in any discussions or
negotiations regarding, or furnish any information or otherwise cooperate in any way with,
facilitate or encourage any effort or attempt by any person to purchase a subsequent C -PACE
Loan on the Property, so long as the C -PACE Loan obtained herein is outstanding.
"Failure to Complete Fee" is defined in Section 10 of the Loan Schedule.
"Final Conditions" is defined in Section 2.06 of this Agreement.
"Final Lien Waiver" means a final lien waiver and release approved by Capital Provider
in its reasonable discretion and executed by Contractor and Borrower, which shall be in a form
acceptable to Capital Provider.
"Governmental Authority" means any federal, state, municipal, county, national or
other government, governmental department, commission, board, bureau, court, agency,
instrumentality or political subdivision thereof or any entity, officer or examiner exercising
executive, legislative, judicial, regulatory or administrative functions of or pertaining to any
government or any court, in each case whether associated with a state of the United States, the
United States, or a foreign entity or government.
"Hazardous Materials" means any chemical, material or substance, exposure to which
is prohibited, limited or otherwise regulated pursuant to any Environmental Law.
"Hazardous Materials Activity" means any past, current, proposed or threatened
activity, event or occurrence involving any Hazardous Materials, including the use, manufacture,
possession, storage, holding, presence, existence, location, Release, threatened Release,
discharge, placement, generation, transportation, processing, construction, treatment, abatement,
removal, remediation, disposal, disposition or handling of any Hazardous Materials, and any
corrective action or response action with respect to any of the foregoing.
"Improvements" is defined in Recital D of this Agreement.
"Indemnified Party" is defined in Section 4.10 of this Agreement.
"Insolvency Event" means an event in which Borrower has (a) consented to the
appointment of a conservator or receiver or liquidator in any insolvency, bankruptcy,
readjustment of debt, marshalling of assets and liabilities or similar proceeding relating to
Borrower or relating to all or substantially all of Borrower's property; (b) failed to pay its debts
as they become due and such failure has not been cured within thirty (30) days after the event;
(c) admitted in writing its inability to pay its debts as they become due; (d) filed a petition to take
advantage of any applicable insolvency or reorganization statute; (e) made an assignment for the
benefit of its creditors; (f) has filed against it a petition for involuntary bankruptcy or some other
involuntary insolvency proceeding which is not dismissed within thirty (30) days; or (g)
voluntarily suspended payment of its obligations.
"Interest Rate" means the fixed annual interest rate accruing on the C -PACE Loan, as
determined by Capital Provider, which equals [ percent (_%)] per annum.
"Lien Waiver" means a lien waiver and release (other than a Final Lien Waiver)
approved by Capital Provider in its reasonable discretion and executed by Contractor and
Borrower, certifying to Capital Provider that all materials furnished and work performed under
the Construction Contract to date have been fully paid (except for any retainage allowed by the
Construction Contract and any outstanding change requests) and confirming that there will be no
mechanics' liens or claims therefor by Contractor or any subcontractors with respect to the
amounts covered in the Lien Waiver.
"Loan Schedule" means that certain C -PACE Loan Schedule attached hereto and
incorporated herein as Schedule I.
"Mortgage Lender" means each lender entitled to the benefits of a security interest in
the Property, whether evidenced by an existing security instrument recorded in the Clerk's Office
against the Property, or a security instrument to be recorded in connection with the Closing.
"Ordinance" means the "City of Roanoke Commercial Property Assessed Clean Energy
(C -PACE) Ordinance," adopted on [ , 20], in accordance with the C -PACE Act,
which establishes the Program.
"Party" and "Parties" are defined in the Preamble.
"Permitted Liens" means the permitted title exceptions or liens affecting Borrower, the
Property or Project that have been approved by Capital Provider, as set forth on Exhibit H
attached hereto and incorporated herein.
2
"Plans" is defined in Section 3.05 of this Agreement.
"Release" means any release, spill, emission, leaking, pumping, pouring, injection,
escaping, deposit, disposal, discharge, dispersal, dumping, leaching or migration of any
Hazardous Material into the indoor or outdoor environment (including the abandonment or
disposal of any barrels, containers or other closed receptacles containing any Hazardous
Material), including the movement of any Hazardous Material through the air, soil, surface water
or groundwater.
"Repayment Date" means the due date for each of Borrower's C -PACE Payments
during the Term, which is , as provided in the Amortization
Schedule.
"Repayment Start Date" means the first Repayment Date that occurs after the
Completion Date.
"Term" means a period of years, beginning on the Repayment Start Date
and ending on the date on which the C -PACE Loan and any other amounts owed pursuant to the
C -PACE Documents have been repaid in full in accordance with the C -PACE Documents.
Section 1.02. Recitals; Conventions. The recitals set forth at the beginning of this
Agreement ( "Recitals ") are true, complete and correct in all respects and are incorporated herein
as substantive provisions of this Agreement. Unless otherwise expressly provided in this
Agreement:
(a) references to Persons include their successors and permitted assigns, and whenever
the context may require, any pronoun shall include the corresponding masculine, feminine and
neuter, and singular or plural, forms;
(b) the terms "include," "includes" or "including" shall be deemed to be followed by
the phrase "without limitation;" and,
(c) references to the Recitals, Articles, Sections, Exhibits and Schedules mean the
recitals, articles, sections, exhibits and schedules referenced in or attached to this Agreement,
respectively.
ARTICLE II
C -PACE LOAN
Section 2.01. C -PACE Loan for Improvements; Material Terms. Capital Provider
will provide the C -PACE Loan to Borrower for the construction of the Improvements, and
Borrower hereby agrees to (a) use the proceeds of the C -PACE Loan solely to pay for the costs of
constructing the Improvements and the other C -PACE Expenses required to be paid in connection
therewith, and (b) cause the C -PACE Loan to be repaid on the terms and conditions contained in
the C -PACE Documents. The C -PACE Loan will be provided during the Term, unless the C -PACE
Loan is prepaid (if permitted) in accordance with this Agreement. During the Term, interest shall
accrue on the unpaid principal balance of the C -PACE Loan at the Interest Rate. The Interest Rate
7
is not necessarily the lowest rate charged by Capital Provider. The C -PACE Loan will be fully -
amortized over the Term as shown on the Amortization Schedule.
Section 2.02. Absolute Obligation; Evidence of Indebtedness. This Agreement is an
"evidence of indebtedness" for all purposes, it being the express intent of the Parties that this
Agreement, together with the C -PACE Note, contains all of the loan and repayment terms and
provisions imposing the C -PACE Lien against the Property for the benefit of Capital Provider.
The debt evidenced by the C -PACE Note is a commercial (and not a consumer) loan for the
specific purpose of financing the Improvements on the terms and conditions set forth in this
Agreement. Borrower hereby promises and agrees to repay the C -PACE Loan, as such amount
may be increased during the Term to include applicable interest, Default Interest, fees and /or C-
PACE Expenses, in accordance with the provisions of the C -PACE Act, Ordinance, C -PACE
Documents and other applicable law. Borrower hereby agrees that the C -PACE Loan and related
C -PACE Lien will not be subject to reduction, offset or credit of any kind for any reason, subject
to the payment of any fees and /or prepayment amounts due as set forth in the Loan Schedule.
Section 2.03. Security /Collateral for C -PACE Loan. To secure the C -PACE Loan,
Borrower hereby grants to Capital Provider the C -PACE Lien. Borrower and the City hereby
consent to the C -PACE Certificate being recorded against the Property for the benefit of Capital
Provider to evidence the C -PACE Lien, as security for the repayment of the C -PACE Loan.
Borrower and City acknowledge and agree to the imposition of the C -PACE Lien on the Property
as a priority lien (whose current and delinquent installments shall be equal in priority with Real
Estate Taxes and senior to any other City assessments, financings or fees levied on the Property)
to secure the C -PACE Loan, enforceable against the Property as provided in the C -PACE Act,
Ordinance and C -PACE Documents.3
Section 2.04. Funding; Conditions Precedent to Closing. On the Closing Date, Capital
Provider shall make an initial Advance of the C -PACE Loan in accordance with the Disbursement
Memorandum, subject to the Closing Conditions. The remaining, unadvanced portion of the C-
PACE Loan Amount will be advanced by Capital Provider (or its designee) for the benefit of
Borrower from time to time in accordance with this Agreement or a separate disbursement
agreement executed by Borrower and Capital Provider. In connection with Closing and prior to
Capital Provider funding the C -PACE Loan, the following conditions precedent to Closing shall
be fully satisfied, in Capital Provider's sole and absolute discretion, or waived in writing by Capital
Provider ( "Closing Conditions "):
(a) Borrower shall have provided to Capital Provider fully- executed originals of the C-
PACE Documents.
(b) Borrower shall have disclosed all financial liens and /or encumbrances on the
Property, and the title report for the Property shall have been updated prior to Closing, confirming
that no additional matters of record exist.
(c) The final, fully- executed Construction Contract shall have been approved by
Capital Provider.
3 Note to Drafter: Subject to confirmation of City Code provisions regarding tax and assessment waterfall.
(d) The current Plans and current Budget shall have been approved by Capital Provider.
(e) Borrower shall have provided to Capital Provider evidence satisfactory to Capital
Provider of current insurance policies on the Property as required by this Agreement.
(f) Borrower shall be current on all payments of (i) debt service for indebtedness
secured by a lien on the Property, and (ii) Real Estate Taxes and other assessments levied on the
Property, and Borrower shall have delivered the executed Borrower Certification to Capital
Provider and City. [INSERT ADDITIONAL ORDINANCE REQUIREMENTS OR OTHER
REQUIREMENTS.]
(g) Program Administrator and Capital Provider shall have received the fully- executed
C -PACE Certificate and confirmation that the C -PACE Certificate has been recorded in the Clerk's
Office.
(h) All Lender Consents shall have been approved by Capital Provider, and Capital
Provider shall have received copies of all fully- executed Lender Consents and confirmation that
all Lender Consents have been recorded in the Clerk's Office.
(i) Program Administrator has completed its review of the transaction contemplated
by this Agreement and has determined that the transaction meets the Program requirements and is
in compliance with the Program Guidelines, as evidenced by written notice from Program
Administrator to Capital Provider.
0) Borrower shall have submitted such additional documents as Capital Provider may
reasonably require, all in form and substance satisfactory to Capital Provider in its reasonable
discretion.
(k) [INSERT ADDITIONAL CLOSING CONDITIONS REQUIRED BY CAPITAL
PROVIDER].
Section 2.05. Conditions Precedent to Disbursements. Capital Provider's obligation to
make any C -PACE Advances (excluding the final C -PACE Advance, which is addressed in
Section 2.06 below) shall be subject to the complete satisfaction of the following conditions
precedent, in Capital Provider's sole and absolute discretion ( "Disbursement Conditions "):
(a) Borrower's continued satisfaction of all Closing Conditions (other than those that
correspond solely to an earlier date).
(b) The final Plans and the final Budget, in each case as then in effect, shall have been
approved by Capital Provider.
(c) Upon Capital Provider's request, Borrower shall have provided copies of all
existing permits received as of such date and not previously delivered to them.
(d) Borrower shall be in compliance in all material respects with the terms and
conditions of the C -PACE Documents, and no default or Event of Default shall have occurred and
be continuing in connection with the C -PACE Documents.
E
(e) No order or notice shall have been given by any Governmental Authority stopping
construction or stating that the work or construction is in violation of any law, ordinance, code or
regulation that could reasonably be expected to have a material adverse effect on the Project, unless
such order or notice has been rescinded or stayed, and a copy of such rescission or stay has been
delivered to and shall be satisfactory to Capital Provider in its sole discretion.
(f) All C -PACE Advances shall be made in accordance with this Agreement and the
C -PACE Advance Schedule, or as otherwise mutually agreed by the Parties.
(g) [INSERT ADDITIONAL DISBURSEMENT CONDITIONS REQUIRED BY
CAPITAL PROVIDER].
Section 2.06. Conditions Precedent to Final C -PACE Advance. Capital Provider's
obligation to make the final C -PACE Advance shall be subject to the satisfaction of the following
conditions precedent, in Capital Provider's sole and absolute discretion ( "Final Conditions "):
(a) Continued satisfaction of all Closing Conditions and all Disbursement Conditions
(in each case, other than those that correspond solely to an earlier date).
(b) Construction of the Improvements has been completed in accordance with the
Plans, in a good and workmanlike condition, lien -free except for the Permitted Liens and any other
liens that Borrower is appealing or contesting by appropriate legal or other proceeding (which shall
be promptly initiated and conducted by Borrower in good faith and with due diligence).
(c) Borrower has delivered a fully- executed Final Lien Waiver to Capital Provider and
a fully- executed Completion Certificate to Program Administrator and Capital Provider.
(d) Borrower has delivered a temporary or final certificate of occupancy (as applicable)
and all engineer's and architect's certifications (as applicable) to Capital Provider.
(e) All required approvals, reports and information required to be submitted to Capital
Provider and /or the City have been submitted and approved.
(f) All other requirements of the C -PACE Documents have been satisfied.
(g) [INSERT ADDITIONAL FINAL CONDITIONS REQUIRED BY CAPITAL
PROVIDER].
Section 2.07. Amount and Frequency of C -PACE Advances. This provision is
contained in Section 3 of the Loan Schedule.
Section 2.08. Repayment of C -PACE Loan.
(a) No C -PACE Payments shall be due from Borrower until the Repayment Start Date.
Borrower and Capital Provider shall execute a written acknowledgement of the Completion Date
(and any related dates) for purposes of updating the Amortization Schedule.
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(b) Beginning on the Repayment Start Date and continuing on each Repayment Date
during the Term, Borrower shall make the C -PACE Payments to Capital Provider, in accordance
with the Amortization Schedule. It is a material provision of the C -PACE Loan that Borrower
timely makes each C -PACE Payment on or before its respective Repayment Date.
(c) Borrower acknowledges and agrees that (i) the C -PACE Lien shall run with the title
to the Property and shall automatically bind all successor owners of the Property until the C -PACE
Loan is paid in full and the C -PACE Lien is released by Capital Provider in accordance with the
C -PACE Documents; and (ii) the C -PACE Loan may not be prepaid, in whole or in part, except
as provided in Section 4(d) of the Loan Schedule.
Section 2.09. Expenses of Capital Provider. Borrower shall pay all reasonable,
documented out -of- pocket costs associated with the C -PACE Loan, including without limitation,
any reasonable attorney's fees, third party reports, bank inspector fees, lien searches, filing fees,
recordation taxes, other taxes, insurance premiums, etc., whether or not Closing occurs, which fees
shall be capitalized into the C -PACE Loan at Closing as shown on the Amortization Schedule and
Disbursement Memorandum.
Section 2.10. Failure to Complete the Improvements. This provision is contained in
Section 10 of the Loan Schedule.
Section 2.11. Borrower's Failure to Repay C -PACE Loan. If Borrower fails to pay all
or part of the C -PACE Loan when due, the Parties hereby acknowledge and agree to the following:
(a) Borrower's failure to pay each C -PACE Payment on or before the respective
Repayment Date will (i) result in an Event of Default, causing penalties and interest to accrue in
favor of Capital Provider on the Delinquent C -PACE Payment and any other amounts due, (ii)
result in a late fee due and owing to Capital Provider in the amount of [ percent (_ %)] of the
Delinquent C -PACE Payment, without regard to the period of time that such C -PACE Payment
has been delinquent.
(b) A Delinquent C -PACE Payment (or portion thereof) will also accrue Default
Interest at the Default Rate from the date such C -PACE Payment was due until it is paid in full in
accordance with the C -PACE Documents. The Default Interest shall be added to the C -PACE Loan
balance and shall continue to accrue Default Interest thereafter unless and until all accrued and
unpaid Default Interest is paid in full. The late fee and Default Interest shall be due and owing to
Capital Provider, in addition to any other C -PACE Expenses due and owing to the City.
(c) C -PACE Payments shall continue to be levied as special assessments in accordance
with the existing Amortization Schedule, notwithstanding Borrower's failure to pay timely all or
part of any past C -PACE Payment. From time to time during the Term, Capital Provider may
provide an amended Amortization Schedule that (i) includes the then - current accrued and unpaid
interest, Default Interest, penalties, expenses and collection costs due to Capital Provider in
connection with the C -PACE Loan, and (ii) will be attached to a C -PACE Amendment. Capital
Provider will record the C -PACE Amendment in the Clerk's Office against the Property and will
provide a recorded copy of the C -PACE Amendment to Program Administrator, Borrower and the
City.
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ARTICLE III
BORROWER'S REPRESENTATIONS AND WARRANTIES
Borrower hereby represents and warrants to and for the benefit of Capital Provider and the
City that the statements contained in Section 1 of the Loan Schedule and the statements contained
in Article III of this Agreement are true, complete and correct as of the Effective Date and will be
true, complete and correct as of the Completion Date and during the Term:
Section 3.01. Organization and Authority. Borrower is a
[INSERT TYPE OFENTITYAND STATE], duly organized[, OR and]
validly existing [and in good standing ]in the state of its organization and with authority to do
business under the laws of Virginia. Borrower has all necessary power and authority to own[lease]
the Property, conduct its business and enter into the transactions contemplated by this Agreement.
Borrower has the right to enter into and perform this Agreement, and the execution, delivery and
performance of this Agreement, the C -PACE Documents and all other documents executed in
connection therewith have been duly authorized, executed and delivered and constitute the legal,
valid and binding obligations of Borrower, each enforceable in accordance with its respective
terms. Borrower shall maintain in full force and effect at all times its existence, rights, privileges,
and franchises and shall qualify and remain qualified in all jurisdictions where qualification is
required.
Section 3.02. Financial Statements. All financial statements delivered to Capital
Provider are true, complete and correct, have been prepared in accordance with generally accepted
accounting principles (or such alternate accounting method acceptable to Capital Provider)
consistently applied, fairly represent the financial condition of Borrower as of the date thereof, and
no material adverse change has occurred in the financial condition presented therein since such
date.
Section 3.03. No Litigation. There are no actions, suits or proceedings pending, or to the
knowledge of Borrower threatened, against or affecting Borrower or the Property, which could
have a material adverse effect on Borrower, its financial condition, the Property, Improvements,
Project, or Borrower's ability to satisfy its obligations under this Agreement.
Section 3.04. Title. Borrower has good, marketable and insurable fee simple /[leasehold]
title to the Property, and there are no liens or encumbrances on the Property other than the
Permitted Liens. Prior to the completion of the Project, Borrower shall preserve and retain title to
the Property. When completed, Borrower will be the sole [leasehold ]owner of the Property,
Improvements and all equipment related to the Project.
Section 3.05. Compliance With Laws. Borrower has complied with, and will continue
to comply with, all applicable statutes, regulations and ordinances in connection with the Property
and construction of the Improvements. All permits, consents, approvals and authorizations
required to be issued by any governmental body necessary for (a) the construction of the
Improvements in accordance with the plans and specifications submitted by Borrower and which
are incorporated into the Construction Contract ( "Plans "); (b) the construction, connection and
operation of all utilities necessary to service the Improvements; and (c) the construction and use
12
of all roadways, driveways, curb cuts and other vehicular or other access to and egress from the
Improvements, as shown on the Plans either (1) have been obtained, are valid, are in full force and
effect and have been complied with by Borrower in all respects; or (ii) will be obtained, will be
valid, will be in full force and effect prior to the initiation of construction, and Borrower will be in
compliance therewith in all respects prior to Capital Provider's disbursing any C -PACE Loan
proceeds. Construction of the Improvements in accordance with the Plans will comply with
applicable zoning, use, building or other applicable codes, laws, regulations and ordinances and
any restrictive covenants affecting the Property.
Section 3.06. Approval of Plans and Budgets. Each set of Plans, upon submission to
Capital Provider, shall represent a true and accurate reflection of the Project (at the time of
submission) and shall have been approved as required by all governmental bodies or agencies
having jurisdiction or will be approved prior to Borrower making its first disbursement request.
Upon submission to Program Administrator and Capital Provider, the Budget shall represent an
accurate, current estimate of all costs necessary to construct the Improvements in accordance with
the Plans. The construction costs for the Improvements (or any portion thereof) shall not exceed
the cost therefor contained in the Budget. Borrower is responsible for any costs in excess of the
Budget.
Section 3.07. No Conflicts; Compliance With Documents. Borrower's execution and
delivery of this Agreement and compliance with the provisions hereof, do not and will not, in any
material respect, conflict with or constitute on the part of Borrower a breach or default under any
agreements or instruments to which Borrower is a party or by which Borrower is bound. No default
or Event of Default has occurred hereunder, and no event has or shall have occurred and /or be
continuing, which with the passage of time or the giving of notice, or both, would constitute a
default or an Event of Default under the C -PACE Documents. No foreclosure action is currently
threatened or has been commenced with respect to the Property, and Borrower is not currently in
default on any mortgage loans secured by the Property.
Section 3.08. No Misrepresentation or Material Nondisclosure. The information
provided by Borrower to Program Administrator, Capital Provider and the City in the Program
application and the C -PACE Documents was true and correct as of the effective date of each
document and will remain true and correct during the Term. Borrower has not made and will not
make to Program Administrator, Capital Provider or the City, in the Program application, C -PACE
Documents or otherwise, any untrue statement of a material fact, and Borrower has not omitted
and will not omit to state a material fact, the omission of which makes any statement misleading.
All information provided by Borrower to Program Administrator and /or Capital Provider in
writing or in electronic format is true, complete and correct in all material respects.
Section 3.09. Insurance. Borrower has provided to Capital Provider satisfactory evidence
of current insurance on the Property, meeting Capital Provider's requirements set forth in
Section 12 of the Loan Schedule.
Section 3.10. Environmental Laws. Borrower does not and will not engage in operations
that involve the generation, manufacture, refining, transportation, treatment, storage or handling
of Hazardous Materials or hazardous wastes (as defined in any Environmental Laws), and the
Property has not been so used previously, except as previously disclosed in writing to Capital
13
Provider. There are no underground storage tanks located on the Property. There is no past or
present non - compliance with Environmental Laws in connection with the Property, which has not
been fully remediated in accordance with Environmental Laws. There is no environmental
remediation required (or anticipated to be required) with respect to the Property. Borrower does
not know of, and has not received, any written or oral notice or other communication from any
Person relating to (a) any Hazardous Materials or remediation thereof, (b) the possible liability of
any Person pursuant to any Environmental Law or other environmental conditions in connection
with the Property, or (c) any actual or potential administrative or judicial proceedings in connection
with the foregoing.
Section 3.11. Improvements. The Improvements are in compliance with the C -PACE
Act, Ordinance, Program Guidelines and C -PACE Documents.
Section 3.12. Damage, Destruction or Condemnation. These provisions are contained
in Sections 1(a) and 1(b) of the Loan Schedule.
Section 3.13. Lienholder Consent. Borrower has disclosed to Capital Provider the
identities of all Mortgage Lenders and has obtained and delivered to Capital Provider a Lender
Consent for each Mortgage Lender to be recorded in connection with Closing. No Lender Consent
has been withdrawn or revoked as of the Effective Date.
Section 3.14. Repayment of C -PACE Loan. Borrower shall repay the C -PACE Loan
and all other amounts due under the C -PACE Documents at the times and in the amounts required
by the Amortization Schedule and C -PACE Documents.
Section 3.15. Incorporation of Representations and Warranties. Each request by
Borrower for a C -PACE Advance shall constitute a covenant and certification by Borrower that
the representations and warranties contained herein are true, complete and correct as of the date of
each C -PACE Advance request.
Section 3.16. Commercial Purpose. Borrower shall use the proceeds of the C -PACE
Loan only for purposes specified in this Agreement. The primary purpose of the C -PACE Loan is
for a commercial and business purpose, and the proceeds of the C -PACE Loan will not be used for
personal, family or household purposes.
ARTICLE IV
ADDITIONAL COVENANTS AND AGREEMENTS
Borrower hereby makes to and for the benefit of Capital Provider and the City the
covenants and agreements contained in Section 1 of the Loan Schedule and the covenants and
agreements contained in Article IV of this Agreement as of the Effective Date and during the Term:
Section 4.01. Compliance With C -PACE Act. Borrower has read the C -PACE Act and
Ordinance, and Borrower covenants and agrees to comply in all respects with the provisions of the
C -PACE Act and Ordinance. Borrower acknowledges and agrees that the C -PACE Loan (and each
C -PACE Payment) shall be collected by Capital Provider in accordance with the C -PACE
Documents. The C -PACE Lien shall be enforced in the same manner as the Real Estate Taxes are
14
enforced by the City, including the collection of any penalties or fees and the exercise of any
remedies, all in accordance with the C -PACE Documents.
Section 4.02. Maintenance of Property. Borrower shall, at all times, maintain the
Property and, after construction, the Improvements, in good condition and repair. Borrower shall
pay when due all taxes and assessments (including the Real Estate Taxes and the C -PACE
Payments), water charges, sewer charges and all other charges levied on or against the Property,
and upon written request, submit to Capital Provider official receipts evidencing such payments.
Section 4.03. Construction Start and Completion. Borrower shall commence
construction of the Improvements and shall diligently proceed with construction of the
Improvements (in accordance with the approved Plans and Budget) in a good and workmanlike
manner in accordance with all applicable laws, ordinances, codes, rules and regulations.
Construction of the Improvements shall be completed on or prior to the Completion Date.
Section 4.04. Protection Against Liens. Borrower shall promptly pay and discharge all
claims for labor performed and materials and services furnished in connection with construction
of the Improvements and shall take all other steps necessary to prevent the assertion of mechanics'
or materialmen's claims or liens either against the Property or the Improvements.
Section 4.05. Construction Inspections; Reports. Capital Provider, the City and /or their
respective representatives shall have the right at all reasonable times to enter upon the Property
and inspect the construction of the Improvements. Borrower shall permit Capital Provider and the
City to examine all records and other documents relating to the Property and the Improvements
and to perform such examinations or energy audits as may be necessary to confirm compliance
with the C -PACE Act, Ordinance and /or C -PACE Documents.
Section 4.06. Periodic Reports /Certifications. During the Construction Period,
Borrower shall provide to Capital Provider and the City upon reasonable request (but not more
than once every six (6) months), a written statement, certified as true, correct and complete, setting
forth the status of the Improvements and all sources and uses of funds with respect to the
Improvements, a current actual Budget analysis and an updated schedule for the completion of the
Improvements, a current list of all directors and officers [members and managers] of Borrower and
such other information as Capital Provider and /or the City may require.
Section 4.07. Notice of Claims; Adverse Matters. Borrower shall promptly notify
Capital Provider and the City in writing of all pending or threatened litigation or other matters that
may materially adversely affect the Property, Improvements or Borrower's ability to meet its
obligations under the C -PACE Documents.
Section 4.08. Indemnification. Without limitation of any other obligation or liability of
Borrower or any right or remedy of Capital Provider or the City contained herein, Borrower agrees
to indemnify and hold harmless Program Administrator, Capital Provider and the City, as well as
their respective directors, officers, employees, agents, subsidiaries and affiliates (each, an
"Indemnified Party "), from and against all damages, losses, settlement payments, obligations,
liabilities, claims, suits, penalties, assessments, citations, directives, demands, judgments, actions
or causes of action, whether statutorily created or under the common law, including all costs and
15
expenses (including, without limitation, reasonable fees and disbursements of attorneys, engineers
and consultants) and all other liabilities whatsoever (including, without limitation, liabilities under
any applicable environmental laws, regulations or rules) which shall at any time or times be
incurred, suffered, sustained or required to be paid by any Indemnified Party (except any of the
foregoing which result from the gross negligence or willful misconduct of an Indemnified Party)
on account of or in relation to or in any way in connection with any of the arrangements or
transactions contemplated by, associated with or ancillary to this Agreement, the C -PACE
Documents, or any other documents executed or delivered in connection herewith or therewith, all
as the same may be amended from time to time, whether or not all or part of the transactions
contemplated by, associated with or ancillary to this Agreement, the C -PACE Documents, or any
other documents are ultimately consummated, resulting from any conduct, act or failure to act by
Borrower, its affiliates or related parties. In any investigation, proceeding or litigation, or the
preparation therefor, Program Administrator, Capital Provider and the City shall each select its
own counsel and, in addition to the foregoing indemnity, Borrower agrees to pay promptly the
reasonable fees and expenses of such counsel. In the event of the commencement of any such
proceeding or litigation, Borrower shall be entitled to participate in such proceeding or litigation
with counsel of its choice at its own expense; provided that such counsel shall be reasonably
satisfactory to Program Administrator, Capital Provider and the City. This Section 4.08 shall
survive the execution, delivery, performance and repayment of this Agreement and the C -PACE
Loan, and the extinguishment of the C -PACE Lien.
Section 4.09. Further Assurances. Upon request of Capital Provider and /or the City,
Borrower shall provide such additional information and execute such additional documents as
Capital Provider and /or the City deem necessary or appropriate (in their sole discretion) to carry
out the purposes of this Agreement, the Program, C -PACE Act, Ordinance and /or the C -PACE
Documents.
Section 4.10. Assignment of C -PACE Loan and C -PACE Lien.
(a) Capital Provider shall have the unrestricted right at any time and from time to time,
and without Borrower's or City's consent, to transfer and assign all of its rights and obligations
under the C -PACE Documents to one or more entities, persons, banks or financial institutions
capable of funding the C -PACE Loan. Each assignment by Capital Provider shall be evidenced by
a C -PACE Assignment, together with such other documentation required by Capital Provider and
the assignee, and Borrower shall execute such documents (if any) that Capital Provider or the
assignee deems necessary to effect a transfer. Upon the full execution and recordation of the C-
PACE Assignment, the assignee shall be a successor party to the C -PACE Documents and shall
have all of the rights and obligations of Capital Provider provided herein and therein, and Capital
Provider shall be released from its obligations, effective as of the date of the C -PACE Assignment.
(b) In furtherance of the foregoing, Capital Provider may furnish any information
concerning the Property, Borrower or Improvements in Capital Provider's possession from time
to time to prospective assignees, and Borrower hereby agrees to the release of such information.
(c) Capital Provider shall cause the C -PACE Assignment to be recorded in the Clerk's
Office and shall furnish a recorded copy of any C -PACE Assignment to Program Administrator,
Borrower and the City.
16
Section 4.11. Integrity of the Property as a Single Parcel. Borrower shall not, by act
or omission, impair the integrity of the Property as a single, separate, subdivided and zoned taxable
lot or otherwise remove or separate the Improvements from the Property, without the express
written consent of Capital Provider and the City, which consent may be withheld in Capital
Provider's or the City's sole and absolute discretion. If the Property consisted of multiple parcels
as of the Closing Date, Borrower shall not, by act or omission, cause any changes to such parcels,
including but not limited to consolidating the parcels, changing the parcel boundaries, and /or
modifying the tax parcel identification numbers, without the express written consent of Capital
Provider and the City, which consent may be withheld in Capital Provider's or the City's sole and
absolute discretion.
Section 4.12. Transfers; Binding on Future Owners. The sale, transfer, pledge or
hypothecation of the Property or any reorganization or modification of Borrower's ownership
structure shall be permitted only following the completion of the Project (as evidenced by the
Completion Certificate), and then only if such transfer is fully subject to the C -PACE Loan, C-
PACE Lien and C -PACE Documents. Any and all transfers of the Property shall be subject
automatically to the C -PACE Loan, C -PACE Lien and C -PACE Documents. All obligations under
the C -PACE Documents shall run with the land and shall bind all future owners and tenants, where
applicable, of the Property or any interest therein as if the same were expressly assumed by such
parties. Notwithstanding the foregoing, upon a transfer of fee simple title to or a possessory interest
in the Property or any portion thereof to a new owner, Borrower (and each person or entity who
may, from time to time, own fee simple title to or a possessory interest in all or part of the Property)
shall cause the new owner to execute an assignment and assumption of this Agreement,
substantially in the form attached hereto and incorporated herein as Exhibit G ( "Assignment and
Assumption Agreement ") and shall promptly deliver the fully- executed Assignment and
Assumption Agreement to Capital Provider. Capital Provider will record the Assignment and
Assumption Agreement in the Clerk's Office against the Property and thereafter promptly provide
a recorded copy of the Assignment and Assumption Agreement to Borrower, Program
Administrator and the City.
Section 4.13. Capital Provider's Right of First Refusal. Borrower shall comply with
and abide by the Exclusivity Covenants as of the Effective Date and during the Term. Borrower
agrees that if, during the Term, Borrower submits a Program application with respect to a new C-
PACE project on the Property, Borrower shall immediately notify Capital Provider and provide to
Capital Provider copies of all Program application materials and other information reasonably
requested by Capital Provider regarding such new C -PACE project. Capital Provider shall have a
period of thirty (30) days after receipt of Borrower's notice to elect to provide an additional C-
PACE Loan for each new C -PACE project. Capital Provider shall exercise this right by providing
written notice to Borrower of its election during such 30 -day period. If Capital Provider provides
notice of its intent to provide an additional C -PACE Loan for a new project, then the Exclusivity
Covenants shall apply with respect to each new C -PACE project. If Capital Provider does not
timely provide notice of its election to provide an additional C -PACE Loan for the new C -PACE
project, then Capital Provider shall be deemed to have waived its rights under this Section 4.13
with respect to such new C -PACE project only, but shall retain its rights hereunder for any
subsequent new projects during the Term.
17
Section 4.14 Borrower's Waiver of Certain Defenses; Confession of Judgment: By
executing this Agreement, Borrower acknowledges and agrees as follows:
(a) Borrower waives all defenses, affirmative or otherwise, to a foreclosure action
related to any collection suit brought for the nonpayment of any C -PACE Loan. This waiver shall
apply to any litigation action initiated under the laws of Virginia or any administrative collection
action afforded to the City treasurer or its duly appointed collection agent; and
(b) Borrower waives all defenses to the imposition of personal liability for corporate
officers as permitted under Section 58.1- 3965(F) of the State Code and the collection thereof as
stated in subparagraph (a) above.
ARTICLE V
DEFAULT AND REMEDIES
Section 5.01. Events of Default. The occurrence of any of the following events shall
constitute an "Event of Default" hereunder:
(a) failure by Borrower to make any C -PACE Payment or any other payment required
under the C -PACE Documents when due or beyond any applicable cure period, if any
("Delinquency");
(b) failure by Borrower to perform or observe any covenant, condition or agreement to
be performed or observed by Borrower under this Agreement (other than a Delinquency) or any
other C -PACE Documents, and such failure continues for thirty (30) days after written notice
thereof to Borrower from Capital Provider;
(c) Borrower is in default or there exists an Event of Default (as defined in any of the
C -PACE Documents) under any of the other C -PACE Documents or any other agreement to which
Borrower is a party;
(d) any written representation, warranty or disclosure made to Capital Provider or the
City by Borrower proves to be materially false or misleading as of the date when made, whether
or not such representation or disclosure appears in the C -PACE Documents;
(e) failure to pay Real Estate Taxes, other taxes or other assessments on the Property
when due and payable;
(f) failure to commence and diligently pursue construction of and completion of the
Project;
(g) there occurs any event which, in Capital Provider's reasonable discretion, has a
material adverse effect on: (i) the ability of Borrower to perform any of its obligations hereunder
or under any of the other C -PACE Documents; (ii) the business or financial condition of Borrower;
or (iii) the timely repayment of the C -PACE Loan;
(h) any encumbrance on any portion of the Property is created, which encumbrance
purports to have priority over the current and any delinquent C -PACE Loan installments secured
by the C -PACE Lien, with the exception of general Real Estate Tax liens;
(i) the existence of any liens with respect to the Property, including mechanics,'
materialmen's, repairmen's or other liens that have not been dismissed or bonded within thirty
(30) days;
0) there is a material deviation in the Improvements from the Plans without the prior
written consent of Program Administrator and Capital Provider, or the appearance of defective
workmanship or materials, in Capital Provider's sole discretion, which has not been cured for a
period exceeding thirty (30) days;
(k) Borrower shall institute or have instituted against it any proceeding or other action
under any existing or future law of any jurisdiction, domestic or foreign, relating to bankruptcy,
insolvency, reorganization, conservatorship, receivership, or relief of debtors, (i) seeking to
adjudicate Borrower bankrupt or insolvent; (ii) seeking liquidation, winding up, reorganization,
arrangement, adjustment, protection, relief, composition of Borrower or its debts or any similar
order; or (iii) seeking entry of an order for relief or appointment of a custodian, receiver, trustee,
conservator, liquidating agent, liquidator, or other official with similar powers, for Borrower or
for any substantial part of its property; and in the case of any such proceeding or other action
instituted against (but not by or with the consent of) such credit party, either (A) such proceeding
or action shall remain undismissed or unstayed for a period of sixty (60) days or more, or (B) any
action sought in such proceedings shall occur. Nothing in this Section 5.01 shall be deemed to be
a waiver of any right which Capital Provider or the City may have under Sections 506(a), 506(b),
I I I I (b) or any other provision of the United States Bankruptcy Code, as may be amended, to file
a claim or submit a ballot to accept or reject a proposed plan of reorganization in any relevant
bankruptcy proceeding for the full amount due to Capital Provider under the C -PACE Documents;
(1) Borrower commences any legal proceeding against Program Administrator, Capital
Provider or the City seeking to recover damages or other affirmative recovery against Program
Administrator, Capital Provider or the City, including any proceeding asserting claims based on
any theory of lender liability; or contests or in any way interferes, directly or indirectly, with (i)
any foreclosure action, other action or proceeding to exercise remedies hereunder; or (ii) any other
enforcement of Capital Provider's rights, powers, and remedies under any of the C -PACE
Documents;
(m) there is any fraud or material misrepresentation by Borrower made in or in
connection with the C -PACE Loan or C -PACE Documents;
(n) [INSERT ADDITIONAL EVENTS OF DEFAULT REQUIRED BY CAPITAL
PROVIDER].
(o) Borrower attempts to remove, sell, transfer, encumber, part with possession or
sublet the Property, Improvements or any part thereof without Capital Provider's prior written
consent.
19
Section 5.02. Capital Provider Remedies. Upon the occurrence of an Event of Default,
Capital Provider may (but shall not be obligated to), in addition to any other remedies which it
may have under the C -PACE Act, Ordinance, C -PACE Documents or applicable law, at its option
and without prior demand or notice, take any or all of the following actions:
(a) If a Delinquency occurs, Capital Provider will notify Program Administrator,
Borrower and the City in accordance with the notice requirements contained in this Agreement.
Capital Provider's written notice to the City will include a request for the City to begin enforcement
proceedings against Borrower for the Delinquent C -PACE Payment.
(b) Upon written request by Capital Provider, the City will enforce the C -PACE Lien
in the same manner as a real property tax lien may be enforced by a City in Virginia as set forth in
Title 58.1, Chapters 32 and 39 of the State Code. Capital Provider agrees to cooperate with the
City in its enforcement of the C -PACE Lien by providing all necessary documents and information
concerning the Delinquent C -PACE Payment as requested by the City. In a suit to collect
Delinquent C -PACE Payments, the City will be entitled to recover the Delinquent C -PACE
Payments, penalties, and interest due, and the costs and expenses of collection, including attorney's
fees, all as set forth in the C -PACE Documents.
(c) If any or all of the Property is sold at a tax sale for the failure to pay Real Estate
Taxes, the Property shall remain subject to the obligation to pay the C -PACE Loan in subsequent
years as provided in the C -PACE Act. A failure to repay the C -PACE Loan is similar to a failure
to pay Real Estate Taxes and could ultimately result in a tax foreclosure upon the Property if a
cure is not undertaken by Borrower or a Mortgage Lender (if any). There is no right of acceleration
with respect to the C -PACE Loan, however Capital Provider shall have all other rights and
remedies at law and in equity. All fees and expenses of the City in collecting the C -PACE Loan
shall be included and paid by Borrower.
(d) If an Event of Default occurs prior to Borrower's completion of the Project, then
Capital Provider may immediately terminate any pending disbursement of a C -PACE Advance
(and Capital Provider shall have no obligation to make any additional C -PACE Advances) and
apply all or any part of any undisbursed C -PACE Advance amounts to any amounts owing on the
C -PACE Loan and /or to any other obligations of Borrower under the C -PACE Documents.
(e) If an Event of Default occurs prior to Borrower's completion of the Improvements,
then Capital Provider may enter the Property and complete construction of the Project in
accordance with the Plans, with such changes therein as Capital Provider may from time to time
and in its reasonable discretion deem appropriate, all at the risk and expense of Borrower.
(f) If any proceedings are instituted by or against Borrower related to the C -PACE
Loan, Borrower shall pay any and all costs incurred by Capital Provider, including reasonable
attorneys' fees actually incurred. No remedy contained in this Agreement is intended to be
exclusive of any other remedy stated herein or of any other remedy otherwise available to Capital
Provider at law or in equity. Capital Provider's failure to exercise any remedy provided herein
shall not constitute a waiver of the right to exercise the same remedy at a later time or in connection
with a subsequent Event of Default.
01
(g) Capital Provider may exercise any and all remedies available under the C -PACE
Act, Ordinance and /or C -PACE Documents and may exercise any other rights and remedies
available to Capital Provider at law or in equity.
(h) All remedies of Capital Provider provided for herein are cumulative.
Section 5.03. C -PACE Enforceability. If (a) the C -PACE Act, Ordinance, any of the C-
PACE Documents and /or any material provisions thereof are found by a court of competent
jurisdiction to be illegal or otherwise unenforceable such that the C -PACE Loan and /or C -PACE
Lien are not enforceable or otherwise not collectible in the manner set forth in the C -PACE Act,
Ordinance or C -PACE Documents for any reason, or (b) an action is brought by any person to
have the C -PACE Act, Ordinance, C -PACE Documents and /or C -PACE Lien challenged, nullified
or overturned, and during the pendency of the action, the C -PACE Documents and /or C -PACE
Lien may not be enforceable or collectible as contemplated under the C -PACE Act, then Borrower
(i) shall continue to make the C -PACE Payments as required under the C -PACE Documents, and
(ii) shall execute any and all documentation necessary to perfect and enforce the C -PACE
Documents and the C -PACE Lien as may be required by Capital Provider or the City.
ARTICLE VI
MISCELLANEOUS
Section 6.01. No Waiver. No waiver of any default, Event of Default, or breach by
Borrower hereunder shall be implied from any failure by Capital Provider or the City to take action
on account of such default if such default persists or is repeated, and no express waiver shall affect
any default other than the default specified in the waiver. Waivers of any covenant, term or
condition contained herein shall not be construed as a waiver of any subsequent breach of the same
covenant, term or condition.
Section 6.02. Successors and Assigns; Third Party Beneficiary. This Agreement is
binding upon and made for the benefit of Borrower, Capital Provider, the City, and their respective
successors and /or permitted assigns, and no other person or persons shall have any right of action
hereunder. To the limited extent Program Administrator is accorded rights under this Agreement,
it shall be a third party beneficiary of this Agreement, entitled to enforce its rights hereunder.
Section 6.03. Notices. All notices or other communications hereunder shall be in writing,
addressed as set forth below (or at such other address as shall be specified by like notice), and
delivered by any of the following methods: (a) by hand, (b) by certified mail (return- receipt
requested, postage pre - paid), (c) by nationally - recognized, overnight commercial courier, or (d)
by e -mail (with delivery- receipt confirmation of transmission). Notices shall be deemed to have
been duly given as follows: (i) if delivered by hand, on the date of delivery; (ii) if delivered by
certified mail, on the date of delivery; (iii) if delivered by overnight courier, on the next Business
Day after the notice is deposited with the overnight courier; or (iv) if delivered by e -mail, on the
date sent (if sent during normal business hours of recipient), or on the next Business Day (if sent
after normal business hours of recipient), provided, however, that an email shall be deemed to have
been received when sending party receives a delivery- receipt confirmation of transmission,
regardless of normal business hours of recipient:
21
To Capital Provider:
To the City:
To Program Administrator:
To Borrower:
Attn: _
E -mail:
Attn: ,
E -mail:
Attn: ,
E -mail:
Attn: _
E -mail:
If notice is tendered under the terms of this Agreement and is refused by the intended recipient of
the notice, the notice shall nonetheless be considered to have been received and shall be effective
as provided in this Section 6.03. The giving of any notice required hereunder may be waived in
writing by the Party entitled to receive such notice. Failure or delay in delivering copies of any
notice to persons designated to receive copies shall in no way adversely affect the effectiveness
of such notice to the Parties. The addresses of any Party may be changed by notice to the other
Parties given in the same manner as provided above.
Section 6.04. Captions. The headings or captions in this Agreement are for convenience
only and shall not affect the meaning or interpretation of any provision of this Agreement.
Section 6.05. Amendments. No amendment, modification, termination or waiver of any
provisions of this Agreement shall be effective unless in writing and signed by all of the Parties.
Section 6.06. Governing Law. This Agreement shall be governed by and construed in
accordance with the laws of Virginia.
Section 6.07. WAIVER OF JURY TRIAL. BORROWER HEREBY IRREVOCABLY
WAIVES ITS RIGHTS TO TRIAL BY JURY IN ANY ACTION ARISING OUT OF OR
RELATING TO THE C -PACE LOAN, THIS AGREEMENT OR ANY C -PACE DOCUMENT,
OR THE TRANSACTIONS CONTEMPLATED HEREBY OR THEREBY.
22
Section 6.08. Jurisdiction. Borrower agrees that the execution of this Agreement and the
other C -PACE Documents, and the performance of its obligations hereunder and thereunder, shall
be deemed to have a Virginia situs, and Borrower agrees to submit to the personal jurisdiction of
the federal or state courts of Virginia with respect to any action that Capital Provider, the City, or
their respective successors or assigns, may commence hereunder or thereunder. Accordingly,
Borrower hereby specifically and irrevocably consents to the jurisdiction of the federal or state
courts of Virginia with respect to all matters concerning this Agreement or any of the other C-
PACE Documents, or the enforcement thereof. Any such action shall be brought in the
[city /county or federal district] in which the Property is located.
Section 6.09. No Waiver of Governmental Immunity. Nothing in this Agreement shall
be construed to waive, limit, or otherwise modify any governmental immunity that may be
available by law to the City, its officials, employees, contractors, or agents, or any other person
acting on behalf of the City and, in particular, governmental immunity afforded or available
pursuant to Virginia law.
Section 6.10. Survival. The C -PACE Documents and the provisions thereof shall survive
Closing and shall be enforceable against the Parties until the C -PACE Loan and all amounts due
and owing in connection with the C -PACE Loan have been paid in full, as evidenced by the
recordation of a termination of the C -PACE Certificate and any amendments and /or assignments
thereof, if any.
Section 6.11. Virginia FOIA. Borrower understands and agrees that all data created,
collected, received, stored, used, maintained or disseminated by the City in connection with the
Program, including that related to Borrower's use of the C -PACE Loan funds, may be subject to
the Virginia Freedom of Information Act (State Code § 2.2 -3700 et seq.).
Section 6.12. Power of Attorney. For the purposes of carrying out the provisions of this
Agreement, Borrower hereby irrevocably constitutes and appoints Capital Provider and any of its
officers, agents or designees, each with full power of substitution, as Borrower's true and lawful
attorneys -in -fact (which appointment is coupled with an interest, cannot be revoked prior to
payment in full of the C -PACE Loan and all sums secured by the C -PACE Lien and the C -PACE
Documents and shall not terminate upon the disability, termination or dissolution of Borrower), in
its name or otherwise, and at Borrower's expense, and authorizes any of them to perform any act
described in the C -PACE Documents and to take any and all actions necessary and incidental
thereto on behalf of Borrower and to execute such instruments or documents in its name or in the
name of Borrower necessary or incidental to the realization or Capital Provider's rights under the
C -PACE Documents. Borrower recognizes and agrees that the power of attorney granted pursuant
to this Section 6.12 is coupled with an interest and is not revocable until the termination of this
Agreement in accordance with its terms, at which time the power of attorney shall automatically
terminate. Borrower ratifies and confirms all actions taken by Capital Provider or its agents
pursuant to this power of attorney in accordance herewith.
Section 6.13. Schedules and Exhibits. The following schedules and exhibits are attached
hereto and incorporated herein as if fully set forth in this Agreement:
Schedule I - Loan Schedule
23
Schedule II - C -PACE Advance Schedule
Exhibit A - Property Description
Exhibit B
- Form of C -PACE Certificate
Exhibit C
- Form of C -PACE Amendment
Exhibit D
- Form of C -PACE Assignment
Exhibit E
- Form of Lender Consent
Exhibit F
- Form of C -PACE Note
Exhibit G
- Form of Assignment and Assumption Agreement
Exhibit H
- List of Permitted Liens
Exhibit I
- Form of Disbursement Memorandum
{THE REMAINDER OF THIS PAGE HAS BEENINTENTIONALLYLEFT BLANK.
SIGNATURES APPEAR ON THE FOLLOWING PAGES]
24
IN WITNESS WHEREOF, the City, Borrower and Capital Provider have duly executed
this Agreement by and through their respective duly authorized representatives as of the Effective
Date.
CITY:
COMMONWEALTH OF VIRGINIA
CITY /COUNTY OF
City of Roanoke, Virginia
By: _
Name:
Title:
The foregoing instrument was acknowledged before me this day of ,
20 , by , as
of the City of Roanoke, Virginia.
Witness my hand and official seal.
My commission expires:
Registration No.:
Notary Public
[City's Signature Page to C -PACE Assessment and Financing Agreement]
IN WITNESS WHEREOF, the City, Borrower and Capital Provider have duly executed
this Agreement by and through their respective duly authorized representatives as of the Effective
Date.
CAPITAL PROVIDER:
STATE OF
CITY /COUNTY OF
[CAPITAL PROVIDER]
By:_
Name:
Title:
The foregoing instrument was acknowledged before me this day of ,
20 , by
of the
Witness my hand and official seal.
My commission expires:
Registration No.:
as
Notary Public
[Capital Provider's Signature Page to C -PACE Assessment and Financing Agreement]
IN WITNESS WHEREOF, the City, Borrower and Capital Provider have duly executed
this Agreement by and through their respective duly authorized representatives as of the Effective
Date.
BORROWER:
STATE OF
CITY /COUNTY OF
[INSERT NAME OF BORROWER]
By:_
Name:
Title
The foregoing instrument was acknowledged before me this day of ,
20, by
of the
Witness my hand and official seal.
My commission expires:
Registration No.:
Pq R]
Notary Public
[Borrower's Signature Page to C -PACE Assessment and Financing Agreement]
SCHEDULE I
C -PACE LOAN SCHEDULE
[LOAN SCHEDULE MAYBE REVISED BY CAPITAL PROVIDER, IN CAPITAL
PROVIDER'S REASONABLE DISCRETION.]
Defined Terms: Unless otherwise specified, any capitalized terms used in this Loan
Schedule and not otherwise defined shall have the meanings set forth in the
Agreement.
1. Additional Borrower Representations, Warranties, Covenants and Agreements
(a) Condemnation. [NOTE: This paragraph may be subordinated to a Mortgage
Lender's lien, if any.]There is no pending or threatened proceeding for the total or partial
condemnation or taking of the Property. If the Project, Property or any part thereof are subject to
a total or partial condemnation or taking, then Capital Provider's obligation to make additional C-
PACE Advances shall immediately terminate unless, in Capital Provider's reasonable judgment,
the Property and Project can be replaced and restored in a manner which will enable the Project to
be functionally and economically utilized and occupied as originally intended. If there is a
subsequent condemnation or taking, Capital Provider will either apply the condemnation proceeds
to the restoration of the Project or repay the outstanding balance of the C -PACE Loan. If
restoration of the Project is approved by Capital Provider, Borrower shall immediately proceed
with the restoration and shall restore the Improvements in accordance with the Plans or other
similar plans approved by Capital Provider. If, in Capital Provider's judgment, the condemnation
proceeds are insufficient to complete the restoration, Borrower shall deposit with Capital Provider
such amounts as are necessary, in Capital Provider's reasonable judgment, to complete the
restoration. Disbursement of condemnation proceeds (plus any supplemental funds provided by
Borrower) shall, at Capital Provider's election (made by written notice to Borrower), be deposited
with Capital Provider and disbursed in Capital Provider's reasonable discretion.
(b) Damage or Destruction. [NOTE: This paragraph may be subordinated to a
Mortgage Lender's lien, if any.]The Property is not damaged by waste, vandalism, fire, hurricane,
earthquake or earth movement, windstorm, flood, tornado or other casualty adversely affecting the
value of the Property or the use for which the Property was intended, and the Property is in
substantially the same condition it was at the time the most recent appraisal was obtained.
Borrower shall promptly notify Capital Provider if the Property is damaged or destroyed by fire or
any other cause. Upon the occurrence of a casualty, Capital Provider will either apply the insurance
proceeds to the restoration of the Property or repay the outstanding balance of the C -PACE Loan.
Capital Provider shall not have any obligation to make additional C -PACE Advances upon the
occurrence of a casualty. If restoration of the Property is approved by Capital Provider, Borrower
shall immediately proceed with the restoration thereof and shall restore the Improvements in
accordance with the Plans or other similar plans approved by Capital Provider. If, in Capital
Provider's judgment, the proceeds of insurance are insufficient to complete the restoration,
Borrower shall deposit with Capital Provider such amounts as are necessary, in Capital Provider's
reasonable judgment, to complete the restoration. Disbursement of insurance proceeds (plus any
supplemental funds provided by Borrower) shall, at Capital Provider's election (made by written
notice to Borrower), be deposited with Capital Provider and disbursed in Capital Provider's
reasonable discretion.
(c) Fraud. No fraud, error, omission, misrepresentation, negligence or similar
occurrence with respect to the Property, Plans, Improvements, C -PACE Loan or C -PACE
Documents has taken place on the part of Borrower or any other person, including, without
limitation, to the best of Borrower's knowledge, any appraiser, title company, closing or settlement
agent, realtor, builder or developer or any other party involved in the Property, Plans,
Improvements, C -PACE Loan or C -PACE Documents that would impair in any way the rights of
Capital Provider or that would violate applicable laws, regulations, ordinances and /or any
restrictive covenants affecting the Property.
(d) Insolvency Event. No Insolvency Event has occurred or is continuing with respect
to Borrower. Borrower is not aware of any circumstances or conditions with respect to Borrower,
the Property, Improvements, C -PACE Loan, C -PACE Lien and /or C -PACE Documents which
could lead to an Insolvency Event.
(e) Legally Occupied. With respect to the portion of the Property legally occupied as
of the Effective Date, all inspections, licenses and certificates required to be made or issued with
respect to all occupied portions of the Property and, with respect to the use and occupancy of the
same, including but not limited to certificates of occupancy and fire underwriting certificates, have
been made or obtained from the appropriate authorities. With respect to the portion of the Property
to be lawfully occupied as of the Completion Date, all inspections, licenses and certificates
required to be made or issued with respect to the portions of the Property to be occupied, and with
respect to the use and occupancy of the same, including but not limited to certificates of occupancy
and fire underwriting certificates, will have been made and /or obtained from the appropriate
authorities.
(f) Liens. Borrower covenants that it will not further encumber the Property with any
mortgages, deeds of trust, or financing statements prior to the imposition of the C -PACE Lien and
the recordation of the C -PACE Certificate on the Property as a priority lien in accordance with the
C -PACE Act.
(g) [OPTIONAL, IF APPLICABLE] Maintenance of Environmental Attributes
and Environmental Incentives. Borrower shall obtain and maintain in force any and all
applicable account(s), registration(s), filing(s), certification(s) and any other documents which
may be necessary to properly maintain (i) any and all environmental benefits, air quality credits,
emissions reductions, offsets, and allowances, any renewable energy credits or similar credits, any
other tradable energy or environmental related commodity produced by or associated with the
Project, (collectively, "Environmental Attributes"); (ii) any and all financial incentives, from
whatever source, related to the construction, ownership, or operation of the Project, including, but
are not limited to, (A) federal, state, or local tax credits, (B) any other financial incentives in the
form of credits, reductions, or allowances that are applicable to a local, state, or federal income
taxation obligation, and (C) other grants, rebates, or subsidies, including utility incentive programs,
(collectively, the "Environmental Incentives"); (iii) any and all current or future Environmental
Attributes and Environmental Incentives or contracts for the sale of such Environmental Attributes
and Environmental Incentives, howsoever presently entitled or designated or created in the future,
produced or associated with the Project (collectively, "Collateral "). Upon request from Capital
Provider, Borrower shall promptly provide copies of such documents, or any other evidence which
Capital Provider may reasonably request, to Capital Provider.]
2. Amortization Schedule. The Amortization Schedule shall be attached to the C -PACE
Certificate and shall include the amount of Capitalized Interest.
3. C -PACE Advances. The construction and installation of the Improvements shall be
funded from time to time pursuant to the approved Budget and in accordance with the construction
schedule to be approved by Capital Provider. Provided that the Disbursement Conditions (or the
Final Conditions in the case of the final C -PACE Advance) have been fully satisfied, each C -PACE
Advance will be disbursed by Capital Provider to or at the direction of Borrower within ten (10) days
after Capital Provider receives a disbursement request in a form reasonably acceptable to Capital
Provider, together with documentation satisfactory to Capital Provider, in its sole discretion, to
support the amount and recipients of each C -PACE Advance.
(a) Each disbursement of a C -PACE Advance by Capital Provider shall either
reimburse Borrower for construction costs and Capitalized Interest already incurred by Borrower or
be disbursed directly to Contractor, subcontractors or other suppliers for construction costs incurred,
or to Capital Provider for Capitalized Interest, in accordance with the Budget and the C -PACE
Advance Schedule. Borrower may apply any savings or under - budget line item cost in the
approved Budget to increase the amount of any other line item in the approved Budget, subject in
each instance to Capital Provider's review and approval, which approval shall not be unreasonably
withheld.
(b) Each disbursement of a C -PACE Advance by Capital Provider shall be conditioned
upon Borrower's compliance with the provisions of the C -PACE Documents and shall be made
in accordance with the approved Plans, Budget, and C -PACE Advance Schedule, in each case as
then in effect; provided, however, that at all times the undisbursed portion of the C -PACE Loan
shall be sufficient, in Capital Provider's sole discretion, to complete the Improvements (including,
without limitation, all non - construction costs associated with the Improvements).
(c) Capital Provider shall have the right to make the final determination, in its sole
discretion, as to the amount of each C -PACE Advance. Capital Provider may, in its sole discretion,
determine the number and frequency of each C -PACE Advance, which will not exceed one
hundred (100 %) percent of the cost of the work then completed and in place or contemplated in
the Plans and Budget, less the standard retainage of [ percent (_%)] for all construction
costs, which retainage will be disbursed to Borrower in connection with the final C -PACE
Advance.
(d) The final C -PACE Advance will be made once all of the Final Conditions have
been satisfied, in Capital Provider's sole and absolute discretion.
(e) The aggregate amount of all C -PACE Advances shall not exceed the amount of the
C -PACE Loan, and Capital Provider shall have no obligation to make any C -PACE Advances
from and after the date on which the final C -PACE Advance was made.
(f) [INSERT ADDITIONAL DISBURSEMENT PROVISIONS AS REQUIRED
BY CAPITAL PROVIDER].
4. C -PACE Loan Provisions.
(a) C -PACE Loan Amount. The C -PACE Loan Amount equals
[ and _ /100 Dollars ($ . _)] in the aggregate. The C -PACE Loan (i)
includes principal, interest (including Capitalized Interest), fees (including Program Fees), and
transaction expenses (including expenses incurred by the City, Program Administrator and Capital
Provider, costs of appraisals, environmental reports, title reports, transfer and /or recording fees and
taxes), and (ii) shall be paid back with interest (at the Interest Rate) over the Term in accordance
with the C -PACE Documents. During the Term, the C -PACE Loan amount may be modified by
Capital Provider to reflect accrued interest, Default Interest, late fees, penalties, payments,
prepayments (if allowed) and other adjustments that are contemplated by the C -PACE
Documents. The C -PACE Loan shall be subject to other terms and conditions contained in the C-
PACE Documents, including without limitation, Capital Provider's financial requirements such
as maximum loan to value ratios. The C -PACE Loan shall be fully amortizing over the Term.
(b) Maximum Lien -to -Value ( "LTV "). The C -PACE Loan Amount shall not exceed
the lesser of [ percent (_%)] of the fair market value of the Property, or the actual cost
of the Project, including the costs of necessary equipment, materials, and labor, etc. The maximum
LTV for the Project is [ percent (_ %)].
(c) Minimum Debt Service Coverage Ratio ( "DSCR "). A minimum DSCR of
[ ] to 1.00 at stabilization. The LTV and DSCR shall be calculated by Capital Provider based
on Capital Provider's underwritten net cash flow and such other underwriting standards and
criteria as Capital Provider may determine in its sole discretion.
(d) Prepayment. The C -PACE Loan Amount may not be prepaid, in whole or in part
during the Term, without Borrower's payment of a prepayment premium based on the following
schedule: [INSERT PREPAYMENT TERMS /PREPAYMENT PREMIUM, IF ALLOWED].
(e) [INSERTADDITIONAL C-PA CE LOAN PROVISIONS.]
5. Program Administrator and Capital Provider Expenses. On the Closing Date,
Borrower shall reimburse Program Administrator and Capital Provider [$] for payment
of their attorneys' fees, title insurance premiums and expenses, recording costs, and other
expenses associated with the Closing of the transaction described in the Agreement. These
expenses shall be included in the C -PACE Loan Amount.
6. Capital Provider Requirements. The C -PACE Loan shall be subject to the following
additional Capital Provider requirements and conditions:
(a) [Borrower's execution of the Disbursement Agreement.
(b) Capital Provider's receipt of copies of (i) all current tenant leases as they are
executed, together with any amendments, modifications or assignments thereof, and (ii) all future
leases within thirty (30) days after execution, together with any amendments, modifications or
assignments thereof.]
(c) Any and all Borrower representations, warranties, agreements and covenants
contained in the Agreement shall expressly survive Closing.
(d) [INSERTADDITIONAL CAPITAL PROVIDER REQUIREMENTS.]
7. Capitalized Interest. The funded portion of Capitalized Interest equals $ ; the
actual amount of Capitalized Interest will depend on the timing and amounts of C -PACE
Advances.
8. City Expenses /Fees. On the Closing Date, Borrower shall pay [$ ] to the City to
reimburse the City for its expenses in connection with the C -PACE Loan, which amount is
included in the C -PACE Loan Amount and referenced in the Amortization Schedule.
9. [Disbursement Agreement: At Closing and during the Construction Period, Borrower
shall enter into and perform its obligations under the Disbursement Agreement. Capital Provider
shall have the additional rights and remedies contained in the Disbursement Agreement, including
the right to collect any costs in excess of the principal amount of the C -PACE Loan, plus any
additional interest accruing thereon as a result of a construction delay or otherwise.
Notwithstanding the foregoing or anything to the contrary contained in this Agreement, the
Disbursement Agreement and /or any other C -PACE Documents, Capital Provider shall have no
further obligation whatsoever to increase the C -PACE Loan Amount.]
10. Failure to Complete Fee. If Borrower fails to draw down the C -PACE Loan to complete
the Improvements in accordance with the provisions of the C -PACE Documents, Borrower hereby
freely and willingly agrees to forfeit its payment of the commitment fee (if any) to Capital Provider
and to pay an additional fee in the amount of [$ ] (collectively, "Failure to Complete
Fee "). Borrower hereby acknowledges and agrees that the purpose of the Failure to Complete Fee
is to make Capital Provider whole and to pay all costs incurred by Capital Provider in connection
with the C -PACE Loan, including without limitation, terminating the C -PACE Certificate.
11. Improvements. The C -PACE Loan proceeds shall be used for the purpose of constructing
the Improvements that are authorized to be funded under the C -PACE Act. The Improvements
shall (a) meet the City's energy efficiency requirements for eligibility in the Program, (b) be
affixed to the Property and installed in accordance with the Program requirements, and (c) meet
the requirements of the C -PACE Act, Ordinance, Program Guidelines, and C -PACE Documents.
(a) The Improvements are generally described as follows:
[INSERT LIST OF C -PACE IMPROVEMENTS]
(b) The Improvements are required to be constructed and put into service on or before
the Completion Date. Notwithstanding the foregoing, if the Improvements are not fully constructed
and put into service by the Completion Date, such delay shall not affect or alter the C -PACE Lien,
C -PACE Loan terms, Repayment Start Date, subsequent Repayment Dates, and /or the
Amortization Schedule.
12. Insurance Requirements. Borrower shall provide to the City and Capital Provider
satisfactory evidence of current insurance policies on the Property and such insurance shall be
maintained in force during the Term. Such policies must be issued in form and content reasonably
acceptable to Capital Provider. Required insurance includes property insurance and, where and
when applicable, builder's risk or inland marine insurance and flood insurance. Property insurance
shall be in an amount equal to the lesser of, as determined by Capital Provider in its reasonable
discretion: (a) the full replacement cost of the Property, or (ii) the full value of the buildings located
on the Property as determined by Capital Provider in its sole discretion. Borrower must obtain
flood insurance if the Property is or is deemed to be located in a Special Flood Hazard Area as
determined by the U.S. Flood Emergency Management Agency. Capital Provider's insurance
requirements are as follows:
(a) Each policy must provide for ten (10) days' prior notice to Capital Provider in the
event of cancellation or nonrenewal;
(b) each of the City and Capital Provider must be named as an additional insured
(mortgagee /loss payee) on all insurance policies required hereunder (and in the certificate holder
box list "[INSERT CAPITAL PROVIDER NAME], ISAOA, ATIMA ". Borrower hereby agrees
to, upon request by Capital Provider, provide Capital Provider with updated certificates of
insurance which endorse the required insurance policies and agrees to, upon request by Capital
Provider, add Capital Provider's assignees or successors in interest as loss payees and additional
insureds must be named as an additional insured (to the extent possible and as their interests may
appear);
(c) such insurance shall be maintained in force during the term of the C -PACE Loan.
All insurance policies must be issued in form and content reasonably acceptable to City and Capital
Provider;
(d) should Borrower fail to maintain required insurance, Capital Provider shall have
the right but not the obligation to obtain such required insurance in amounts and limits sufficient
to protect Capital Provider's interest, and Borrower shall be obligated to pay Capital Provider for
the cost of such insurance; and
(e) during the Construction Period, Borrower shall provide to Capital Provider
evidence of any additional insurance coverage required to be maintained by Capital Provider in its
reasonable discretion.
13. Notice and Conditions of Transfer of Property by Borrower. If Borrower's intended
transferee of the Property has not been pre- approved by Capital Provider, then Borrower shall
provide sufficient information regarding the proposed transferee to Capital Provider for Capital
Provider to comply with its regulatory requirements (including, without limitation, those regarding
"know your customer ") in writing, at least forty -five (45) Business Days prior to any transfer of
title or interest in the Property or any reconstitution of Borrower's ownership structure ( "Transfer
Notice Period "). During the Transfer Notice Period, any potential transferee of Borrower or
potential new owner of the Property (or any interest therein) must provide the information required
by Capital Provider, in form and substance satisfactory to Capital Provider in its sole discretion.
Similarly, in the event that there is any reconstitution of Borrower's ownership structure, the
reconstituted Borrower must provide the information required by Capital Provider, in form and
substance satisfactory to Capital Provider in its sole discretion.
The Roanoke Times
Roanoke, Virginia
Affidavit of Publication
SHERMAN M STOVALL, ASSISTANT CITY MGR
Atin W. Brent Robertson, Assistant City Manager
for Community Development
215 CHURCH AVENUE, S. W., SUITE 456
ROANOKE. VA 24011
Date Category Description
10n4,2C20 Any -V:rg rra RUA NOTICE OF PLRI IC HFA,�ING
Publisher of the
Roanoke Times
Account Number
6017304
Date
October 21, 2020
Ad Size Total Cost
3x700IN 2948 '12
I, (the undersigned) an authorized representative of the
Roanoke Times, a daily newspaper published in Roanoke, in the
State of Virginia, do certify that the annexed notice NOTICE OF
PUBLIC HEARING was published in said newspapers on the
following dates:
10/05,10112/2020
The First insertion being given ... 10/05/2020
Newspaper reference: 0001134587
Billing Representative
Sworn to and subscribed before me this Wednesday, October 21, 2020
Notary F4114.4n R Carsten
NOIARY PUBLIC
State of Virginia C,�mrnonwealth of Virginia
County of Hanover „t ;r„ Fs�,r }�tration Number 329549
My Commission expires ;o, ❑iss,:m Er.oires July 31 2021
THIS IS NOT A BILL. PLEASE PAY FROM INVOICE. THANK YOU
NOTICE OF PUBLIC HEARING
Notice is hereby given that the Council
of the City of Roanoke will hold a public
hearing on Monday, October 19, 2020,
at 7:00 p.m., or as soon thereafter as
the matter may be heard, at Council
Chamber, 4th Floor, Room 450, Noel C.
Taylor Municipal Building, 215 Church
Avenue, S.W., Roanoke, Virginia, to
receive public comment on the
adoption of a proposed ordinance to
add Chapter 32.3, COMMERCIAL
PROPERTY ASSESSED CLEAN ENERGY
(C -PACE) FINANCING PROGRAM to the
Code of the City of Roanoke (1979), as
amended. Pursuant to the C -PACE Act
(Section 15.2- 958.3, Code of Virginia),
any Virginia locality may enact an
ordinance authorizing a C -PACE
program to provide C -PACE loans for
the initial acquisition and installation
of eligible clean energy, resiliency,
and /or stormwater management
improvements with willing owners of
qualifying properties, which may
include renovations to existing
properties or new construction.
This public hearing may be conducted
by electronic communication means
due to the COViD -19 pandemic
disaster. All persons wishing to
address City Council must sign -up with
the City Clerk's Office by emailing
clerka@roanokeva.gov or calling (540)
853.2541 by 4:00 p.m., on October 19,
2020. Citizens who register will be
provided information to present their
testimony via electronic
communications means.
The full text of the proposed ordinance
will be available on and after October
5, 2020, from the Office of the City
Clerk, 4th Floor, Room 456, Noel C.
Taylor Municipal Building, 215 Church
Avenue, S.W., Roanoke, Virginia, 24011.
Should these offices be closed to the
public due to the COVID -19 pandemic
disaster, copies are available by
contacting the City Clerk, by telephone,
at (540) 853 -2541, or by email at
clerk@roanokeva.gov. For further
information on the matter, you may
contact the Office of the City Clerk at
(540) 853 -2541.
If you are a person with a disability
who needs accommodations for this
hearing, please contact the City Clerk's
Office at (540) 853.2541, before 12:00
noon on Thursday, October 15, 2020.
Given under my hand this 5th day of
October, 2020.
Cecelia F. McCoy, City Clerk
KAN
NOTICE OF PUBLIC HEARING
Notice is hereby given that the Council of the City of Roanoke will hold a public hearing on
Monday, October 19, 2020, at 7:00 p.m., or as soon thereafter as the matter may be heard, at
Council Chamber, 4th Floor, Room 450, Noel C. Taylor Municipal Building, 215 Church Avenue,
S.W., Roanoke, Virginia, to receive public comment on the adoption of a proposed ordinance to
add Chapter 32.3, COMMERCIAL PROPERTY ASSESSED CLEAN ENERGY (C -PACE)
FINANCING PROGRAM to the Code of the City of Roanoke (1979), as amended. Pursuant to
the C -PACE Act (Section 15.2- 958.3, Code of Virginia), any Virginia locality may enact an
ordinance authorizing a C -PACE program to provide GPACE loans for the initial acquisition and
installation of eligible clean energy, resiliency, and /or stormwater management improvements
with willing owners of qualifying properties, which may include renovations to existing properties
or new construction.
This public hearing may be conducted by electronic communication means due to the COVID -19
pandemic disaster. All persons wishing to address City Council must sign -up with the City Clerk's
Office by emailing clerk @roanokeva.gov or calling (540) 853 -2541 by 4:00 p.m., on October 19,
2020. Citizens who register will be provided information to present their testimony via electronic
communications means.
The full text of the proposed ordinance will be available on and after October 5, 2020, from the
Office of the City Clerk, 4th Floor, Room 456, Noel C. Taylor Municipal Building, 215 Church
Avenue, S.W., Roanoke, Virginia, 24011. Should these offices be closed to the public due to the
COVID -19 pandemic disaster, copies are available by contacting the City Clerk, by telephone, at
(540) 853 -2541, or by email at clerk @roanokeva.gov. For further information on the matter, you
may contact the Office of the City Clerk at (540) 853 -2541.
If you are a person with a disability who needs accommodations for this hearing, please contact
the City Clerk's Office at (540) 853 -2541, before 12:00 noon on Thursday, October 15, 2020.
Given under my hand this 5th day of October, 2020.
Cecelia F. McCoy, City Clerk
Note to Publisher:
Please publish twice as follows -. the advertisement should appear in the Virginia Section on
Monday, October 5, 2020, and again in the Virginia Section on Monday, October 12, 2020.
Please send the bill to:
Sherman M. Stovall, Deputy City Manager
215 Church Avenue, S.W., Room 364
Roanoke, Virginia, 24011
Please send the affidavit of publication to:
Cecelia F. McCoy, City Clerk
215 Church Avenue, S.W., Room 456
Roanoke, Virginia, 24011
CECELIA F. MCCOY, CMC
City Clerk
Vivian Sanchez -Jones
Council Member
Roanoke, Virginia
Dear Ms. Sanchez - Jones:
CITY OF ROANOKE
OFFICE OF THE CITY CLERK
215 Church Avenue, S. W., Suite 456
Roanoke, Virginia 24011 -1536
Telephone: (540) 853 -2541
Fax: (540) 853 -1 145
E-mail: clerk« roanokc%a.eo%
October 20, 2020
CECELIA T WEBB, CMC
Deputy City Clerk
I am attaching copy of Resolution No. 41902 - 101920 appointing you as a member of City
Council for the City of Roanoke in accordance with §4 of the City Charter and Virginia
Code §24.2 -228 for a term commencing upon qualification and expiring on December 31,
2022.
Enclosed you will find a Certificate of your appointment and an Oath or Affirmation of
Office which may be administered by the Judge of the Twenty -Third Judicial Circuit of the
City of Roanoke.
The abovereferenced measure was adopted by the Council of the City of Roanoke at a
regular meeting, which was held on Monday, October 19, 2020.
Enclosures
Sincerely,
*tel 14_�_
Cecelia F. McCoy, CMC
City Clerk
COMMONWEALTH OF VIRGINIA
To -wit:
CITY OF ROANOKE
I, Cecelia F. McCoy, City Clerk, and as such City Clerk of the City of Roanoke and
keeper of the records thereof, do hereby certify that at a regular meeting of Council which
was held on the nineteenth day of October 2020, VIVIAN SANCHEZ -JONES was
appointed as a member of City Council for the City of Roanoke in accordance with §4 of
the City Charter and Virginia Code §24.2 -228 for a term commencing upon qualification
and expiring on December 31, 2022.
Given under my hand and the Seal of the City of Roanoke this twenty -first day of
October 2020.
ot"� J� YWCOI&T
City Clerk
(�� rl'�7
IN THE COUNCIL OF THE CITY OF ROANOKE, VIRGINIA
The 19th day of October, 2020.
No. 41902 - 101920.
A RESOLUTION appointing Vivian Sanchez -Jones as a member of City Council for the City of
Roanoke in accordance with §4 of the City Charter and Virginia Code §24.2 -228 for a term commencing
upon qualification and expiring on December 31, 2022.
WHEREAS, Djuna L. Osborne resigned from City Council effective September 16, 2020;
WHEREAS, Ms. Osborne's term of office would have expired December 31, 2022;
WHEREAS, the Circuit Court of the City of Roanoke has determined that no special election is
required to fill Ms. Osborne's vacancy, and that Council is authorized to do so; and
WHEREAS, the remaining members of Council are desirous of appointing Vivian Sanchez -Jones
to fill the Council vacancy created by the resignation of Ms. Osborne for a term commencing upon
qualification and expiring December 31, 2022, in accordance with §4 of the City Charter and Virginia
Code §24.2 -228.
THEREFORE, BE IT RESOLVED by the Council of the City of Roanoke as follows:
1. The resignation of Djuna L. Osborne, as a member of the City Council effective
September 16, 2020, is hereby acknowledged.
2. Vivian Sanchez -Jones is hereby appointed as a member of the Council of the
City of Roanoke for a term commencing upon qualification and expiring December 31, 2022, in
accordance with §4 of the City Charter and Virginia Code §24.2 -228.
3. Pursuant to §59 of the City Charter, before entering upon the duties of a member of City
Council, Vivian Sanchez -Jones shall qualify for office by taking the oath prescribed by general law of
the Commonwealth, as soon as practicably possible.
ATTEST:
City Clerk.