HomeMy WebLinkAboutExhibit 8U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
ASSUMPTION OF LOAN GUARANTEE ASSISTANCE LIABILITY AND PLEDGEE
AGREEMENT UNDER SECTION 108 OF THE HOUSING AND COMMUNITY
DEVELOPMENT ACT OF 1974, AS AMENDED, 42 U.S.C. 95308
Date of Agreement :
This Assumption of Loan Guarantee Assistance Liability and Pledge Agreement
("Agreement") is entered into by Miami -Dade County, Florida, as Borrower (the "Borrower"), the
City of Miami, Florida, as assumptor (the "Assumptor"), and the Secretary of Housing and Urban
Development ("Secretary"), as guarantor for the Guarantee made pursuant to section 108 ("Section
108") of title I of the Housing and Community Development Act of 1974, as amended (the "Act")
and 24 CFR Part 570, Subpart M, of the promissory note issued on June 14, 2000, and numbered
B-98-UC-12-0006, in the original Aggregate Principal Amount of $25.000,000, and any amended
note or note that may be issued in substitution for such note and having the same note number (the
"Note"). Such Aggregate Principal Amount was paid or credited to the account of the Borrower as
of June 14, 2000 (the "Public Offering Date"), and all amounts so paid or credited are collectively
referred to herein as the "Guaranteed Loan Funds." The Note includes the Fiscal Agency
Agreement and the Trust Agreement as defined in the Note. Terms used in this Agreement with
initial capital letters and not otherwise defined in the text hereof shall have the respective meanings
given thereto in the Note. The Fiscal Agency Agreement and the Trust Agreement are sometimes
collectively referred to herein as the "Fiscal Agency/Trust Agreements," and the Fiscal Agent and
the Trustee respectively are sometimes collectively referred to as the "Fiscal Agent/Trustee."
RECITALS
A. The Note. On the Public Offering Date, trust certificates backed by the Note and
similar notes issued by other Section 108 borrowers, denominated "Section 108 Government
Guaranteed Participation Certificates Series HUD 2000-A" (the "Certificates"), were purchased for
a purchase price of the full aggregate principal amounts thereof at interest rates determined by the
Secretary and the initial purchasers, which purchasers were underwriters selected by the Secretary
(the "Underwriters"). The Note is payable to the Trustee as Registered Holder on behalf of the
Beneficial Owners of the Certificates. The interest rate at which the trust certificate of a specified
maturity was sold to the Underwriters was the interest rate inserted on the Public Offering Date in
Schedule P&I of the Note for the Principal Amount of corresponding maturity. After the Public
Offering Date, the Borrower has agreed and the Assumptor hereby acknowledges that the Trustee
pursuant to the Trust Agreement will maintain the books and records of all payments on the Note
and all Principal Amounts and interest rates on such Principal Amounts. The Note and the
Secretary's Note Guarantee as held by the Trustee and the Secretary's Certificate Guarantees are
not amended and are not affected by this Agreement.
B. The Contract. Effective as of the Public Offering Date, the Borrower and the
Secretary entered into a Contract for Loan Guarantee Assistance (the "Contract") with respect to
the temporary deposit and the use of the Guaranteed Loan Funds for eligible activities, the terms of
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the Secretary's Guarantee, the security for the Secretary's Guarantee, the establishment of a Loan
Guarantee Repayment Account and any other matter covered by the Contract.
C. The Participation Agreement. Contemporaneously herewith, the Borrower and
the Assumptor have entered into a Participation Agreement with respect to the "Loan" as defined
therein, which is the same loan described in paragraph 15(b) of the Contract. Such loan was made
with Guaranteed Loan Funds to the "Obligor," is evidenced by the "Obligor Loan Agreement" and
the "Obligor Note," and is secured by the "Collateral", each as also described in paragraph 15 of
the Contract. Such loan shall be referred to herein as the "Obligor Loan." Pursuant to the
Participation Agreement, the Assumptor purchased eighty percent (80%) of the Borrower's interest
in the Obligor Loan and the Collateral therefore, and the Borrower retained a twenty percent (20%)
interest in the Obligor Loan and the Collateral therefore.
AGREEMENT
The Assumptor hereby agrees to assume eighty percent (80%) (the "Assumptor's Pro Rata
Share") of the Borrower's liability under the Contract for repayment of the principal and interest of.
the Note, the Borrower agrees to remain liable to repay twenty percent (20%) (the "Borrower's Pro
Rata Share") of the principal and interest on the Note, and the parties hereby agree to the more
specific understandings, undertakings, and amendments to the Contract set forth below. The
paragraph numbers in this Agreement correspond to the paragraph numbers in the Contract. This
Agreement amends and supersedes the corresponding provisions of the Contract, except as
otherwise provided in this Agreement.
1. Receipt, Deposit and Use of Guaranteed Loan Funds.
The Borrower has received and disbursed the entire proceeds of the Note to the Obligor for the
Obligor Loan and has submitted all reports to HUD as required under paragraph 1 of the Contract.
No funds remain in the Guaranteed Loan Funds or the Guaranteed Loan Funds Investment
Accounts, and these Accounts have been closed.
2. Payments Due on Note.
Using any available funds in the Loan Repayment Account under paragraph 6 of this Agreement,
the Borrower shall continue to pay to the Fiscal Agent/Trustee, as collection agent for the Note, all
amounts due pursuant to the terms of the Note. In accordance with the Note and the Fiscal
Agency/Trust Agreements, payment shall be made by 3:00 P.M. (Near York City time) on the
seventh Business Day (the "Note Payment Date") preceding the relevant Interest Due Date or
Principal Due Date (each as defined in the Note). If any Note Payment Date falls on a day that is
not a Business Day, then the required payment shall be made on the next Business Day. Payments
to the Fiscal Agent/Trustee may be made by check or wire transfer. In the event of a shortage in
funds available in the Loan Repayment Account when payment is due to the Fiscal Agent/Trustee
under the Contract, the Borrower and the Assumptor hereby agree to pay the Borrower's Pro Rata
Share and Assumptor's Pro Rata Share, respectively, of the shortage needed to make the payment.
In such event, the Borrower will promptly notify the Assumptor of the Assumptor's Pro Rata Share
of the payment due, and the Assumptor hereby agrees promptly to pay such amount to the
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Borrower by wire transfer to the Loan Repayment Account maintained by the Borrower under
paragraph 6 of the Contract and this Agreement.
3. Selection of New Fiscal Agent or Trustee.
The Secretary shall select a new Fiscal Agent or Trustee if the Fiscal Agent or Trustee resigns or is
removed by the Secretary. The Borrower and the Assumptor hereby consent in advance to any
such selection and to any changes in the Fiscal Agency/Trust Agreements agreed to by any Fiscal
Agent or Trustee and the Secretary, subject to paragraph 4(d) of this Agreement.
4. Payments Due Fiscal Agent or Trustee; Documents to the Secretary.
(a) The Borrower agrees to pay the Borrower's Pro Rata Share and the Assumptor
agrees to pay the Assumptor's Pro Rata Share of the cost of reimbursement and/or compensation of
the Trustee pursuant to the Trust Agreement, including Sections 3.11 and 7.01 thereof, to the
extent the Borrower is notified of any such costs after the date of this Agreement. If the Borrower
is so notified, the Borrower agrees to promptly notify the Assumptor of the Assumptor's Pro Rata
Share.
(b) The Assumptor shall submit to the Secretary, concurrently with execution and
delivery of this Agreement, an opinion acceptable to the Secretary from the Assumptor's counsel to
the effect that: (i) the governing body of the Assumptor has authorized by resolution or ordinance,
in accordance with applicable State and Local law, the execution of this Agreement; (ii) this
Agreement is a valid, binding, and enforceable obligation of the Borrower; (iii) the pledge of funds
pursuant to 24 CFR §570.705(b)(2) and paragraph 5(a) of this Agreement is valid and binding; and
(iv) there is no outstanding litigation that will affect the validity of this Agreement.
(c) The undertakings in paragraphs 3 and 4 of this Agreement are expressly subject to
the requirement that the Fiscal Agency/Trust Agreements shall in no event require payment of fees
or charges, reimbursement of expenses, or any indemnification by the Borrower or the Assumptor
from any source other than funds pledged pursuant to paragraphs 5 or 15 of this Agreement.
5. Security.
The Borrower and the Assurnptor hereby pledge as security for repayment of their respective pro
rata share of the Note and such other charges as may be authorized in the Contract or this
Agreement, in their respective pro rata shares hereunder, the following:
(a) All allocations or grants which have been made or for which the Borrower or the
Assumptor, as applicable, may become eligible under Section 106 of the Act.
(b) Program income, as defined at 24 CFR 570.500(a)(or any successor regulation),
directly generated from the use of the Guaranteed Loan Funds.
(c) Other security as described in paragraph 15, et seq., of the Contract or this
Agreement.
(d) All proceeds (including insurance and condemnation proceeds) from any of the
foregoing.
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(e) All funds or investments in the accounts established pursuant to paragraphs 1 and 6
of this Agreement.
6. Loan Repayment Account.
(a) All amounts pledged pursuant to paragraphs 5(b), 5(c), and 5(d) of this Agreement,
and all amounts required to be paid by the Borrower and the Assumptor under Section 2 hereof,
shall be deposited immediately upon receipt in a separate identifiable custodial account maintained
by the Borrower (the "Loan Repayment Account") with a financial institution whose deposits or
accounts are Federally insured. The Loan Repayment Account has been established and designated
the form document entitled "Letter Agreement for Section 108 Loan Guarantee Program Custodial
Account" (Attachment 1 to the Contract), and such account shall be continuously maintained for
deposit of all such pledged funds. Borrower shall make withdrawals from said account only for the
purpose of paying interest and principal due on the Note (including the purchase of Government
Obligations for defeasance in accordance with paragraph 10 hereof), for payment of any other
obligation of the Borrower and the Assumptor under this Agreement or the Fiscal Agency/Trust
Agreements, in their respective pro rata shares hereunder, or for the temporary investment of funds
pursuant to this paragraph, until final payment and discharge of the indebtedness evidenced by the
Note, unless otherwise expressly authorized by the Secretary in writing. Such temporary
investment of funds shall be required within three Business Days after the balance of deposited
funds exceeds the amount of the Federal deposit insurance on the Loan Repayment Account. At
that time, any balance of funds in the Loan Repayment Account exceeding such insurance
coverage shall be fully (100%) and continuously invested in Government obligations, as defined in
paragraph 10 hereof.
All temporary investments, whether or not required as above, shall be limited to
Government Obligations having maturities that are consistent with cash requirements for payment
of principal and interest as required under. the Note. In no event shall the maturities of such
investments exceed one year. All such investments shall be held in trust for the benefit of the
Secretary by the above financial institution in an account (the "Loan Repayment Investment
Account") that has been established and designated pursuant the form document entitled "Letter
Agreement for Section 108 Loan Guarantee Program Custodial Investment Account" (Attachment
2 to the Contract), which account shall be maintained for all Government Obligations purchased
with funds from the Loan Repayment Account. All proceeds and income derived from such
investments shall be returned to the Loan Repayment Account.
As of the date of this Agreement, the Borrower and the Assumptor shall be deemed to share
ownership of the Loan Repayment Account and the Loan Repayment Investment Account, in
accordance with their respective pro rata shares hereunder, although the Borrower shall continue to
maintain such accounts in accordance with this Agreement and with Borrower's obligations to
Assumptor under the Participation Agreement..
(b) Borrower shall by the fifteenth day of each month, provide the Secretary and the
Assumptor with a written statement showing the balance of funds in the Loan Repayment Account
and the deposits and withdrawals of all funds in such account during the preceding calendar month
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and a statement identifying the obligations and their assignments in the Loan Repayment
Investment Account.
(c) Upon the Secretary giving notice that the Borrower or the Assumptor, or bath of
them if applicable, is in Default under this Agreement or the Note, all right, title, and interest of the
Borrower or the Assumptor, or both of them, as applicable, in and to the Loan Repayment and
Loan Repayment Investment Accounts shall immediately vest in the Secretary for use in making
payment on the Note, purchase of Government obligations in accordance with paragraph 10, or
payment of any other obligation of the Borrower under this Agreement or the Fiscal Agency/Trust
Agreements.
7. Use of CDBG Funds for Repayment.
Any funds available to the Borrower or the Assumptor under Section 106 of the Act (including
program income derived therefrom) are authorized to be used by the Borrower or the Assumptor,
in accordance with their respective pro rata shares under this Agreement, for payments due on the
Note, Optional Redemption (as defined in the Note), payment of any other obligation of the
Borrower under this Agreement or the Fiscal Agency/Trust Agreements, or the purchase of
Government obligations in accordance with paragraph 10. Unless otherwise specifically provided
herein or unless otherwise expressly authorized by the Secretary in writing, the Borrower shall
substantially disburse funds available in the Loan Repayment or the Loan Repayment Investment
Accounts before funds from grants under Section 106 of the Act are withdrawn from the U.S.
Treasury for such purposes by either the Borrower or the Assumptor.
8. Secretary's Right to Restrict Use of CDBG Funds to Repayment.
Upon a determination by the Secretary that payments required by paragraph 2 and/or paragraph 4
of this Agreement are unlikely to be made as required in accordance with their respective pro rata
shares hereunder by either the Borrower or the Assumptor, or both, the Secretary may give the
Borrower and/or the Assumptor, as applicable, notice that the availability to the Borrower and/or
the Assumptor, as specified in such notice, of funds pledged under paragraph 5(a) of this
Agreement for purposes other than satisfaction of the pledge is being restricted. This restriction
shall be in an amount estimated by the Secretary to be sufficient to ensure that the payments
referred to in paragraph 2 and/or paragraph 4 hereof are made when due by the Borrower and/or
the Assumptor, as applicable. With respect to the Borrower and/or the Assumptor as applicable,
this restriction may be given effect by conditioning the restricted amounts to prohibit disbursement
for purposes other than satisfaction of the pledge at the time such restricted funds are approved as
grants, by Iimiting the restricted party's ability to draw down or expend the restricted funds for
other purposes, and by disapproving payment requests submitted with respect to such grants far
purposes other than satisfaction of the pledge.
9. Secretary's Right to Use Pledged Funds for Repayment.
The Secretary may use funds pledged under paragraph 5(a) of this Agreement or funds restricted
under grants pursuant to paragraph 8 of this Agreement to make any payment required of the
Borrower or the Assumptor under paragraph 2 and/or paragraph 4, if such payment has not been
timely made by the Borrower or the Assumptor, as applicable.
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10. Defeasance.
For purposes of this Agreement, the Note shall be deemed to have been paid (defeased) to the
extent that there shall have been deposited with the Trustee either moneys or Government
Obligations (defined below), which in the sole determination of the Secretary, mature and bear
interest at times and in amounts sufficient, together with any other moneys on deposit with the
Trustee for such purpose, to pay when due the principal and interest to become due on the Note.
The Aggregate Principal Amount of the Note or any unpaid Principal Amount may be so defeased,
in whole or in part, as of any Interest Due Date, or any other Business Day acceptable to HUD, the
Borrower, and the Assumptor. In accordance with the Note and the Trust Agreement, the Borrower
shall give timely notice and written. instructions to the Secretary and the Trustee concerning any
principal amounts proposed to be defeased, including any Optional Redemptions proposed, which
instructions shall be approved by the Secretary. If the unpaid Aggregate Principal Amount of the
Note guaranteed pursuant to this Contract shall be defeased and deemed to have been paid in full,
then the Borrower and the Assumptor shall be released from all agreements, covenants, and further
obligations under the Note.
"Government Obligation" means a direct obligation of, or any obligation for which the full
and timely payment of principal and interest is guaranteed by, the United States of America,
including but not limited to, United States Treasury Certificates of Indebtedness, Notes and Bonds
- State and Local Government Series or certificates of ownership of the principal of or interest on
direct obligations of, or obligations unconditionally guaranteed by, the United States of America,
which obligations are held in trust by a commercial bank which is a member of the Federal
Reserve System and has capital and surplus (exclusive of undivided profits) in excess of
$100,000,000.
11. Defaults.
(a) A Default under the Note and this Agreement shall occur upon the Borrower's
failure to:
(i) pay when due an installment of principal or interest on the Note; or (ii)
punctually and properly perform, observe, and comply with any covenant, agreement, or
condition of the Borrower contained in: (A) this Agreement, (B) any security agreement,
deed of trust, mortgage, assignment, Guarantee, or other Agreement securing payment of
indebtedness evidenced by the Note, or (C) any future amendments, modifications,
restatements, renewals, or extensions of any such documents.
(b) The Borrower and the Assumptor each waive notice of Default and opportunity for
hearing with respect to a Default under paragraph 11(a). [Note: I think the Assumptor needs
notice of Default since payment is not within Assumptor's controil.
(c) In addition to Defaults under paragraph 11(a), the Secretary may declare the Note
in Default if the Secretary makes a final decision in accordance with the provisions of section 111
of the Act and 24 CFR §570.913 (or any successor provisions), including requirements for
reasonable notice and opportunity for hearing, that either the Borrower or the Assumptor, or both
have failed to comply substantially with title I of the Act. Notwithstanding any other provision,
following the giving of such reasonable notice to either such party, or both, the Secretary may
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withhold the making of commitments to guarantee or the guarantee of any or all obligations not yet
guaranteed in accordance with outstanding commitments on behalf of the Borrower or the
Assumptor, or both, as applicable. In addition, in the event that notice of Default has been given to
the Borrower under this paragraph 11(c), the Secretary may, in the Secretary's sole discretion
pending the Secretary's final decision, direct the Borrower's financial institution to: refuse to honor
any instruments drawn upon, or withdrawals from, the Loan Repayment Account initiated by the
Borrower, and/or refuse to release obligations and assignments by the Borrower from the Loan
Repayment Investment Account.
(d) A Default by the Borrower under paragraph 11(a) shall be deemed a default by the
Assumptor only if Assumptor has failed to pay when due any amount owing under paragraph 2 or
4 of this Agreement or to punctually and properly perform, observe, and comply with any
covenant, agreement, or condition applicable to the Assumptor in this Agreement. In such event,
the Secretary shall be entitled to exercise remedial actions in accordance with the respective pro
rata shares of liability of Borrower and Assumptor hereunder against funds respectively pledged by
the Borrower and the Assumptor under this Agreement.
(e) A Default limited to the Assumptor or to the Borrower under this Agreement shall
entitle the Secretary to exercise remedial actions only against funds pledged by the Assumptor or
the Borrower, as applicable, under this Agreement.
12. Remedial Actions.
Upon a Default or declaration of Default under this Agreement, the Secretary may, in the
Secretary's sole discretion, take any or all of the following remedial actions:
(a) With any funds or security pledged under this Agreement, the Secretary may (i)
continue to make payments due on the Note, (ii) make an acceleration payment with respect to the
principal amount of the Note subject to Optional Redemption as provided in Section B of the Note,
(iii) purchase Government Obligations in accordance with paragraph 10 of this Agreement, (iv)
pay any interest due for late payment as provided in the Note, this Agreement, or the Fiscal
Agency/Trust Agreements, (v) pay any other obligation of the Borrower and/or the Assumptor, as
applicable, under this Agreement or the Fiscal Agency/Trust Agreements, and/or (vi) pay any
reasonable expenses incurred by the Secretary or the Fiscal Agent/Trustee as result of the Default.
(b) The Secretary may withhold the guarantee of any or all obligations not yet
guaranteed or grants not yet disbursed under outstanding guarantee commitments or grant
approvals for the Borrower and/or the Assumptor, under Section 108 and/or Section 106 of the
Act.
(c) The Secretary may direct the Borrower's financial institution to: refuse to honor any
instruments drawn upon, or withdrawals from, the Guaranteed Loan Funds Account or the Loan
Repayment Account by the Borrower, and/or refuse to release obligations and assignments by the
Borrower from the Guaranteed Loan Funds Investment Account or the Loan Repayment
Investment Account; and/or direct the Borrower and/or the Borrower's financial institution to
transfer remaining balances from the Guaranteed Loan Funds Account to the Loan Repayment
Account.
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(d) With respect to amounts subject to Optional Redemption, the Secretary may
accelerate the Note.
(e) The Secretary may exercise any other appropriate remedies or sanctions available
by law or regulation applicable to the assistance provided under this Agreement, or may institute
any other action available under law to recover Guaranteed Loan Funds or to reimburse the
Secretary for any payment under the Secretary's Guarantee or any reasonable expenses incurred
by the Secretary as a result of the Default.
(9 All notices and submissions provided for hereunder shall be in writing (including
by telex, telecopier or any other form of telecommunication) and mailed or sent or delivered, as to
each party hereto, at its address set forth below or at such other address as shall be designated by
such party in a written notice to the other party hereto. All such notices and other communications
shall be effective when received as follows: (i) if sent by hand delivery, upon delivery; (ii) if sent
by mail, upon the earlier of the date of receipt or five Business Days after deposit in the mail,
postage prepaid; (iii) if sent by telex, upon receipt by the sender of an answer back; and (iv) if sent
by telecopier, upon receipt.
The Secretary:
U.S. Dept. of Housing and Urban Development
Attention: Paul Webster Director Financial Management Division
451 7th Street, SW, Room 7180
Washington, D.C. 20410
Borrower:
Miami -Dade County
111 NW lst Street, 29'h Floor
Miami, Florida 33128
Attention: County Manager
With Copies to:
Miami -Dade County
Office of Community and Economic Development
Attention: Director
140 W. Flagler
Miami, Florida 33130
Assumptor:
City of Miami
With Copies to:
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13. Limited Liability.
Notwithstanding any other provision of this Agreement, the Fiscal Agency/Trust Agreements or
the Note, any recovery against the Borrower or Assumptor for any liability for amounts due
pursuant to this Agreement under the Note, the Fiscal Agency/Trust Agreements and this
Agreement shall be Limited to the sources of security pledged in paragraphs C., 5, or any Special
conditions of this Agreement. Neither the general credit nor the taxing power of the Borrower, the
Assumptor or of the State in which the Borrower and the Assumptor are located, is pledged for any
payment due under the Note, the Agreement, or the Fiscal Agency/Trust Agreements.
14. Incorporated Grant Agreement.
The Agreement and the Note are hereby incorporated in and made a part of the Grant Agreement
authorized by the Secretary on December 31, 1998, under the Funding Approval for grant number
B-98-UC-12-0006 to the Borrower. In carrying out activities with the Guaranteed Loan Funds
hereunder, the Borrower and the Assumptor agrees to comply with the Act and 24 CPR Part 570,
as provided in Subpart M thereof.
15. Special Conditions and Modifications:
(a) RESERVED
(b) Guaranteed Loan Funds were used by the Borrower to make a loan to Parrot Jungle
& Gardens, Inc. (the "Obligor"), which loan was evidenced by a promissory note (the "Obligor
Note") and a loan agreement (the "Obligor Loan Agreement"), which Obligor Note and Obligor
Loan Agreement were in a form acceptable to the Secretary. The amounts of principal and/or
interest payable under the Obligor Note during the twelve month period beginning July 1 of each
year and ending on June 30 of the next succeeding year are equal to or greater than the amounts of
principal and/or interest payable under the Notes for the corresponding period.
1. In order to secure the payment and performance of the secured obligations
of the Obligor to the Borrower, the Borrower obtained the following collateral (collectively, the
"Collateral"):
(i) A lien on the Obligor's leasehold interest hi the property described in
Attachment 3 hereof (the "Property"), established through an appropriate and
properly recorded leasehold mortgage (the "Obligor Leasehold Mortgage").
Obligor's leasehold interests that are the subject of that leasehold mortgage are
those interests identified in a Lease Agreement entered into between the Obligor
and the City of Miami, Florida. The Obligor Leasehold Mortgage contained such
provisions as the Secretary deemed necessary.
(ii) Any and all rights, titles, and interests of the Obligor in and to any
leases covering the Property. Such rights, titles, and interests of the Obligor are the
subject of a collateral assignment of leases and rents (the "Collateral Assignment of
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Leases and Rents"). The Collateral Assignment of Leases and Rents is in a form,
acceptable to the Secretary.
(iii) Any and all rights, titles, and interests of the Obligor in and to any
licenses, permits, and other agreements covering the Property. Such rights, titles,
and interests are the subject of a collateral assignment of interest in licenses,
permits, and other agreements (the "Collateral Assignment of Interest in Licenses,
Permits, and Agreements"). The Collateral Assignment of Interest in Licenses,
Permits, and Agreements is in a form acceptable to the Secretary.
2. The Borrower selected a financial institution acceptable to the Secretary
(the "Custodian") to act as custodian for the documents specified in 3 below (hereinafter referred to
as the "Security Documents"). The Borrower and the Custodian entered into a written agreement
containing such provisions as the Secretary deemed necessary. A fully executed copy of such
agreement, with original signatures, was forwarded to the Secretary contemporaneously with the
delivery of documents pursuant to (2) below.
3. Not later than five business days after the initial disbursement of the
Guaranteed Loan Funds to the Obligor, the Borrower delivered to the Custodian the following:
(i) The original Obligor Note, endorsed in blank and without recourse.
(ii) The original Obligor Loan Agreement and an assignment thereof to
the Secretary, which assignment was in a form acceptable to the Secretary.
(iii) The original recorded Obligor Leasehold Mortgage signed by the
Obligor and an assignment thereof to the Secretary, in a recordable form but
unrecorded, which assignment was in a form acceptable to the Secretary.
(iv) The original recorded Collateral Assignment of Leases and Rents
and an assignment thereof to the Secretary, in a recordable form but unrecorded,
which assignment was in a form acceptable to the Secretary.
(v) The original Collateral Assignment of Interest in Licenses, Permits,
and Agreements and an assignment thereof to the Secretary, which assignment was
in a form acceptable to the Secretary.
(vi) An opinion of the Borrower's counsel, addressed to the Secretary
and on its letterhead, that (as of the date of such opinion):
(a) the Obligor is a corporation duly organized; validly
existing, and in good standing under the laws of the State of Florida;
(b) the Obligor Note has been duly executed and delivered by a
party authorized by the Obligor to take such action and is a valid
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and binding obligation of the Obligor, enforceable in accordance
with its terms, except as limited by bankruptcy and similar laws
affecting creditors generally; and
(c) the security instruments specified in (B) through (E) above
are valid and legally binding obligations, enforceable in accordance with
their respective terms.
(vii) A mortgagee title policy, issued by a company and in a form
acceptable to the Secretary, naming the Borrower as the insured party. The policy
either included in the definition of the "insured" each successor in ownership of
the indebtedness secured by the Obligor Leasehold Mortgage or was accompanied
by an endorsement of the policy to the Secretary.
(viii) A certified survey with a legal description conforming to the title
policy and the Obligor Leasehold Mortgage.
(ix) An appraisal of the Obligor's Leasehold interest in the Property
specifying an estimate of fair market value of not less than $31,250,000. The
appraisal was completed by an appraiser who was certified by the state and has a
professional designation (such as "SRA" or "MAP"), and the appraisal conformed
to the standards of the Financial Institutions Reform, Recovery and Enforcement
Act of 1989 ("FIRREA") when issued.
4. Concurrently with the execution of this Agreement, Borrower and
Assumptor executed a Participation Agreement pursuant to which Assumptor assumed eighty
percent (80%) of Borrower's interest in the Obligor Loan and the Collateral therefore.
(c) Paragraph 12 is amended by adding at the end thereof the following language:
"(f) The Secretary may complete the endorsement of the Obligor Note and record
the assignments referred to in paragraph 15(b)(iii) and thereby effectuate the transfer of
the documents referenced and underlying indebtedness from the Borrower to the
Secretary or the Secretary's assignee.
The Assumptor hereby grants irrevocable consent to any such action by the Secretary.
"(g) The Secretary may exercise or enforce any and all other rights or remedies
(including any and all rights and remedies available to a secured party under the Uniform
Commercial Code) available by law or agreement (including any of the Security
Documents, as defined in paragraph 15(b)) against the Collateral, against the Borrower,
against the Obligor, or against any other person or property. The Assumptor hereby
grants irrevocable consent to any such action by the Secretary."
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(d) The Borrower agrees that it shall promptly notify the Secretary and the Assumptor
in writing upon the occurrence of any event which constitutes a default (an "Event of Default")
under (and as defined in) any of the Security Documents, as defined in paragraph 15(b).
Notification of an Event of Default shall be delivered to the Secretary, at 451 Seventh Street,
SW, Washington, DC 20410, Attention: Director, Financial Management Division, Office of the
Assistant Secretary for Community Planning and Development. Upon the occurrence of an Event
of Default, the Secretary may (without prior notice or hearing, which Borrower hereby expressly
waives), in addition to (and not in lieu of) exercising any and all remedies that may be available
under the Security Documents, declare the Notes in Default and exercise any and all remedies
available under paragraph 12, subject to the provisions of paragraph 11 (e). This paragraph 15(d)
shall not affect the right of the Secretary to declare the Notes in Default pursuant to paragraph 11
and to exercise in connection therewith any and all remedies available under paragraph 12.
(e) As of the effective date of this Agreement, the Secretary shall treat the Borrower's
Pro Rata Share and the Assumptor's Pro Rata Share, respectively, of the outstanding principal
balance due on the Note as the amounts, respectively, of the Borrower's and the Assumptor's
unpaid obligations under the Note for purposes of 24 CFR 570.705(a)(2)(i).
IN WITNESS WHEREOF, the undersigned, as authorized officials on behalf of
the Borrower, the Assumptor or the Secretary, have executed this Agreement, which shall
be effective and shall be dated as of the date of execution by the Secretary, after
execution on behalf of the Borrower and the Assumptor.
MIAMI-DADE COUNTY FLORIDA
BORROWER
BY:
(Name)
(Title)
(Signature)
(Date)
CITY OF MIAMI FLORIDA
AS SUMPTOR
BY:
(Name)
(Title)
(Signature)
ors:Document 81518
(Date)
SECRETARY OF HOUSING AND
URBAN DEVELOPMENT
BY:
(Name)
(Title)
(Signature)
(Date)
ors:Document 81518