Vallco Implementation - 09-24-24 The Rise Agreement and COAs TrackerThe Rise - Agreement & Condi on Tracker - Next 6 Months
24-Sep-24
Future Agreements (City prepares ini al dra )City Lead VPO Lead Required Prior to
Target Comple on
Date Timing Notes Status
Priority (High /
Medium / Low)
Open / Closed
/ Ongoing
Subdivision Improvement Agreement (COA 77)
(includes Street Improvement Agreement - COA
43)
Master Affordable Housing Agreement - covers
en re project (COA 5)
Form Regulatory Agreement - for individual
buildings (COA 5)
Below Market Rate Housing Mi ga on Program
Procedural Manual (COA 5)
Future Modifica on Framework
Offsite Design
Monthly skilled and trained workforce
Public Access Easement and Maintenance
Agreement
Opera ons and Maintenance Agreement - Storm
Water Facili es (COA 60)
Jenn / CAO Reed /
Laura
With Final Map approval 12/31/2024 Form of agreement to be finalized in
2024, so it is ready to be executed
with Final Map. Some exhibits
(offsites, bonding), etc. will be
completed closer to me of Final
Map.
VPO provided updated dra of SIA to City on 9/16 for
City review.
Open
Nicky / CAO Candice /
Reed
Recorded prior to the issuance of
the first building permit for
ver cal construc on.
12/31/2024 Agreement to be completed this
year.
VPO to provided updated MAHA dra for City review
on 9/16.
Mee ng scheduled for 9/24 to review MAHA dra and
process with CAO/outside counsel.
Open
Nicky / CAO Candice /
Reed
Recorded prior to the issuance of
the first building permit for
ver cal construc on.
12/31/2024 To be completed with Master
Affordable Housing Agreement
above.
Exhibit to Master Affordable Housing Agreement
above.
Open
Nicky / CAO Candice /
Reed
Prior to the issuance of the first
building permit for ver cal
construc on.
12/31/2024 Manual to be determined in tandem
with Master Affordable Housing
Agreement above.
VPO to provide City overview of previous discussions
with City on one manual for all unit types. VPO to set
up mee ng with City to review background and
approach.
Open
Craig / CAO
Laura /
Reed
N/A 12/31/2024 Framework to be completed this
year.
VPO to provide term sheet for City review.Open
- including Bus Stop Loca ons (COA
65), Street Trees (COA 68), Street Ligh ng
Installa on (COA 76), Loading & Waste
Management Entrances (COA 80), Frontage Road
Design (COA 81), Traffic Signaliza on (COA 82)
Jenn Steve /
Laura /
Reed
Various 12/31/2024 All offsite design to be reviewed and
agreed to in 2024
VPO and City to meet at 10am on 9/30 to review offsite
design for offsites on West side of Wolfe.
Open
Piu Steve Ongoing Ongoing Submit monthly.VPO to con nue to submit forms monthly to Piu via
email.
Last submission made on 07/29/24. Form for August
work to be submi ed by VPO by end of September.
Ongoing
Jenn / Rachelle
/ CAO
Reed /
Laura
Prior to Public Works permit
issuance of improvements (Phase
1B horizontal work)
2025 Agreement to be completed with
Phase 1B horizontal work permit
package that will include hardscape
and landscape improvements for
Phase 1.
Agreement is expected to be
nego ated in 2025, unless design
progression allows a sooner
nego a on.
Term sheet to be done in advance of agreement.
VPO to review previous dra proposal and determine if
can be updated.
Open
Jenn / CAO Steve /
Reed
Prior to Public Works sign off on
construc on of improvements
12/31/2024 Agreement required prior to final
inspec on of related facili es.
Discussions to occur once work is
permi ed (likely September 2024 as
plans were submi ed to City for
review in July)
City to provide dra Opera ons and Maintenace
Agreement to begin discussions.
No term sheet required.
Open
High
High
High
High
High
High
High
High
Medium
The Rise - Agreement & Condi on Tracker - Next 6 Months
24-Sep-24
Future Agreements (City prepares ini al dra )City Lead VPO Lead Required Prior to
Target Comple on
Date Timing Notes Status
Priority (High /
Medium / Low)
Open / Closed
/ Ongoing
Opera ons and Maintenance Agreement - Right of
Way (COA 60)
Reimbursement Agreement (for project
management costs)
Building Standards Code Implementa on
Agreement
Signage (COA 31) & Sign Program (COA 32)
Public Art (COA 23)
Work Schedule (COA 59)
Se lement Agreement Annual Report
CC&Rs Review (COA 10)
Private Road Maintenance Agreement (COA 11)
Final Subdivision Map (COA 78)
Landscape Maintenance Plan (COA 26)
Dedica on of Underground Water Rights (COA 71)
Fire Department and Emergency Response (COA 19)
Jenn / CAO Steve /
Reed
Prior to Public Works sign off on
construc on of improvements
12/31/2024 Open
Astrid / CAO Reed N/A 10/31/2024 City to confirm ming.City preparing amendment to Reimbursement
Agreement for VPO review.
Open
Sean / CAO Laura /
Steve /
Reed
Prior to submission of first
building permit for ver cal
construc on
12/31/2024 Agreement to be completed this
year.
VPO to respond to City's ini al term sheet.Open
Piu Laura /
Reed
Prior to issuance of sign permits 12/31/2024 Master Sign Program to be
completed this year.
Master Sign Program kickoff took place on 9/16. VPO to
submit program in November.
Open
Piu
Reed Within 365 days of Modifica on
#2 approval le er
2/14/2025 February 2025, pending further
discussions with City
VPO to provide City and Fire data needs list to complete
study.
City/County in discussions on alternate solu on to
response study. City to provide feedback. If alternate
solu on is not viable, par es to discuss extending from
February 2025.
Open
Piu Laura /
Reed
Final occupancy for the last
structure/improvements that
causes the cumula ve valua on
of the constructed por ons of the
project to reach $40M
3/1/2025 VPO prefers to have public art plans
approved by 1Q25
City to provide any previous public art examples and
process informa on.
Open
Jenn Steve /
Reed
Within 60 days of project
approval, and every 6 months
therefater
3/5/2024 Next report due by 3/5/2024 VPO submi ed last work schedule on 09/05/24.Ongoing
CAO Reed March 1 each year 3/1/2025 First annual report required by
March 1, 2025 per agreement.
VPO to provide first annual report by March 1, 2025 Ongoing
Piu / Jenn /
CAO
Laura /
Reed
Prior to 1) recorda on of CC&Rs
and 2) prior to issuance of first
building permit for ver cal
construc on.
2025 VPO will likely provide dra in late
2024.
VPO to submit CC&Rs to City A orney, Director of
Community Development, and Director of Public Works
for confirma on review that items listed in COA 10 are
included.
Open
Piu / CAO Steve / Reed Recorded prior to issuance of
building permit for ver cal
construc on of the phase in
which private roadways are
proposed.
2025 Agreement will likely be reviewed in
late 2024 with CC&Rs (COA 10)
above.
City does not have form agreement. VPO to review
City ’s standard maintenance form.
Open
Jenn / CAO Reed / Laura Recorded prior to issuance of
builder permits for ver cal
construc on
2025 VPO plans to submit in early 2025 VPO to submit Final Map for review Open
Piu / CAO Steve / Reed Prior to issuance of building
permits for each phase where
associated landscape
improvements are required
2025 First landscape permit submission
an cipated in 2025.
VPO to provide landscape maintenance plan with first
landscape permit submission.
Open
Jenn Reed N/A 2025 To be completed in early 2025 City to provide form of authoriza on.Open
Agreement required prior to final
inspec on of related facili es.
City to provide dra Opera ons and Maintenace
Agreement to begin discussions.
Medium
Medium
Medium
Medium
Medium
Medium
Low
Low
Low
Low
Low
Low
Low
Needs to also
be addressed in CC&Rs.
The Rise - Agreement & Condi on Tracker - Next 6 Months
24-Sep-24
Future Agreements (City prepares ini al dra )City Lead VPO Lead Required Prior to
Target Comple on
Date Timing Notes Status
Priority (High /
Medium / Low)
Open / Closed
/ Ongoing
Trash Management Plan (COA 34)
Se lement Agreement
Addi onal Floor Plan Details (COA 4)
Grading Outside of Dry Season (COA 16a)
California Water Service Company Clearance (COA 7
Ursula / CAO Steve / Reed Prior to issuance of building
permits for each phase/building.
TBD TBD City to confirm overall site waste management program
was approved with Modifica on #2 and this COA is just
a per building approval of each building's trash
management plan.
If so, remove from tracking.
Jenn Steve / Reed Prior to issuance of any building
permit that would require the
construc on of water facili es
TBD TBD VPO to determine horizontal work versus building
permit work requirements with CalWater.
Open
CAO Reed /
Laura
Impact fee payment 9/6/2024 Executed agreement has been recorded.Closed
Piu Reed 90 days from February 16, 2024
Modifca on #2 approval le er
Complete Addi onal Floor Plans were submi ed by VPO (Reed
Moulds) to City on 04/24/2024 via email. City (Piu
Ghosh) provided confirma on via email that this
condi on was sa sfied on 05/06/2024. Item closed.
Closed
Jenn Steve Ongoing, prior to ground
disturbance during winter months
at City sole discre on
9/30/2024 Approval prior to horizontal work
Phase 1A grading permit issuance
With issuance of the grading permit in September, City
provided permission for grading to proceed ou sde of
dry season. No further permission required.
Closed
Complete
Complete
Complete
*Note: Addi onal condi ons of approval (tree protec on plan, u lity structure plan, erosion control plan, geotechinal report, traffic control plans, etc.) are required for individual permits but are not tracked above. These items will be submi ed by VPO with applicable buildig