HomeMy WebLinkAboutCRA-R-05-0001 CRA Settlement AgreementSUBMITTED INTO THE
PUBLIC RECORD FOR
SETTLEMENT AGREEMI M05_OODb1.ON - L7 -d5,
THIS SETTLEMENT AGREEMENT (the "Agreement") is made as of the
27th day of January, 2005, by and between SAWYER'S WALK, LTD., a Florida •
limited partnership ("Sawyer's Walk"); POINCIANA VILLAGE OF MIAMI,
LTD., a Florida limited partnership ("Poinciana"); SOUTHEAST
OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY, a
public agency and body corporate created pursuant to Section 163.356, Florida
Statutes (the "CRA"); and the CITY OF MIAMI, a municipal corporation of the
State of Florida (the "City"):
RECITALS:
A. In the 1980's the Southeast OvertownlPark West Project area was
designated as a community redevelopment area (the "CRA Redevelopment
Area") by Miami -Dade County, a political subdivision of the State of Florida
(the "County"). A redevelopment plan was approved by the Commissioners of
the City of Miami and the Commissioners of Miami -Dade County with certain
redevelopment authority granted by the County to the City for project
implementation. The City invited interested parties to submit proposals for the
development of residential and commercial structures on properties in the
vicinity of the Overtown Transit Station in a portion of the CRA Redevelopment
Area.
B. In response to requests for proposals issued by the City, Indian
River Investments of Miami, Inc., a Florida corporation ("Indian River"), acting
in the capacity of general partner on behalf of Poinciana, was selected as the
"developer" with respect to the development of that certain real property
described on Exhibit "A" attached hereto and made a part hereof (the
"Poinciana Village Project"). Indian River, as general partner on behalf of
Poinciana and the City entered into that Southeast Overtown/Park West Lease
and Development Agreement dated June 15, 1988 (the "Original Lease"), as
amended by Amendment No. 1 dated February 17, 1989 ("Amendment No. 1"),
as amended by Amendment No. 2 dated July 13, 1989 ("Amendment No. 2"), as
amended by Amendment No. 3 dated January 11, 1990 ("Amendment No. 3").
C. In1990, the City issued a request for proposals for the
development of Blocks 45, 55, and 56 in the CRA Redevelopment Area, which
real property is more particularly described on Exhibit "B" attached hereto and
made a part hereof (the "Sawyer's Walk Project"). Sawyer's Walk's proposal
dated January 18, 1991, was the sole response to the request for proposals
issued by the City with respect to the Sawyer's Walk Project and, by City of
Miami Resolution No. 91-509 (the "Sawyer's Walk Resolution"), the City
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selected Sawyer's Walk as the developer of the Sawyer's Walk Project, subject
to complying with the terms and conditions of the Sawyer's Walk Resolution.
D. On or about January of 1996, the City transferred authority to
implement projects within the CRA Redevelopment Area to the CRA. The City
conveyed all of its right, title and interest in the Poinciana Village Project and
the Sawyer's Walk Project, together with other lands, to the CRA by Warranty
Deed dated January 9, 1996, and recorded January 17, 1996, in Official Records
Book 17064, at Page 152 of the Public Records of Miami -Dade County, Florida
(the "CRA Warranty Deed"). The City assigned to the CRA all of the City's
right, title and interest with respect to all leases pertaining to the real property
conveyed by the CRA Warranty Deed, including the lease with respect to the
Poinciana Village Project, by virtue of the Assignment of Leases dated January
9, 1996, and recorded January 17, 1996 in Official Records Book 17064, at Page
208 of the Public Records of Miami -Dade County, Florida.
E. The CRA and Poinciana executed an Amendment dated as of
September 23, 1998, and recorded October 14, 1998, in Official Records Book
18312, at Page 444 of the Public Records of Miami -Dade County, Florida (the
"Poinciana Amendment"), amending certain terms and provisions of the lease
with respect to the Poinciana Village Project (the Original Lease, as amended
by Amendment No. 1, Amendment No. 2, Amendment No. 3, and the Poinciana
Amendment, are collectively referred to as the "Poinciana Lease").
F. Poinciana has developed Phase I of the Poinciana Village Project,
as defined in the Poinciana Lease, consisting of 64 residential condominium
units in two buildings of four stories each. The Poinciana Lease provides that
Poinciana is to develop 91 condominium units or rental apartments in a single
low-rise building and/or a single building of ten to twelve floors as a hotel,
extended stay facility, or any combination thereof, containing approximately
125 guest rooms as Phase II, as defined in the Poinciana Lease, which is more
particularly described on Exhibit "C" attached hereto ("Phase II of the
Poinciana Village Project").
G. Disputes have arisen between the CRA and Poinciana with respect
to the development of Phase II of the Poinciana Village Project and the
obligation of the CRA to add Phase II to the Poinciana Lease as contemplated
under the Poinciana Lease. As a result of these disputes, the CRA filed a
complaint for ejectment and quiet title with respect to Phase II of the Poinciana
Village Project styled Southeast Overtown/Park West Community Development
Agency vs. Poinciana Village of Miami, Ltd., Case No. 02-06846 CA 9 pending
in the Circuit Court in and for Miami -Dade County, Florida and Poinciana has
filed counterclaims against the CRA and the City in connection with the
Poinciana Village Project (collectively the "Poinciana Litigation").
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H. Disputes have arisen between the CRA and Sawyer's Walk with
respect to the obligation of the CRA to enter into a lease with Sawyer's Walk
with respect to the Sawyer's Walk Project. The CRA claims that the
requirements of the Sawyer's Walk Resolution have not been satisfied.
Sawyer's Walk claims that the requirements of the Sawyer's Walk Resolution
have been satisfied and that the CRA had agreed to add the Sawyer's Walk
Project to the Poinciana Lease. As a result of these disputes, the City and the
CRA filed a declaratory judgment action styled The City of Miami vs. Sawyer's
Walk, Ltd., Case No. 00-28860 CA 9 in the Circuit Court in and for Miami -Dade
County, Florida and Sawyer's Walk has filed counterclaims against the CRA
and the City in connection with the Sawyer's Walk Project (collectively the
"Sawyer's Walk Litigation").
I. The City, the CRA, Poinciana and Sawyer's Walk desire to settle
the Poinciana Litigation and the Sawyer's Walk Litigation, including without
limitation the counterclaims filed in connection therewith, as hereinafter
provided.
NOW THEREFORE, for and in consideration of the $10.00 and other
good and valuable consideration and of the covenants and agreements hereafter
set forth, the parties agree as follows:
1. RECITALS. The Recitals to this Agreement are true and correct
and are incorporated herein by reference and made a part hereof. This
Agreement shall be effective as of the date of execution hereof by all parties
hereto (the "Effective Date").
2. NATURE OF THIS AGREEMENT.
2.1. Nature of Agreement. This Agreement constitutes the
entire agreement of the parties regarding the settlement of the Poinciana
Litigation, the settlement of the Sawyer's Walk Litigation and the agreement to
enter into an amended and restated Poinciana Lease upon the terms and
conditions set forth herein. This Agreement shall not constitute a lease of any
portion of the Poinciana Village Project and/or the Sawyer's Walk Project
(collectively the "Project") and shall not impose any encumbrance on the Project
nor entitle Poinciana and/or Sawyer's Walk to file a lis pendens in connection
with this Agreement or any alleged breach or default hereunder. The term of
this Agreement shall commence on the Effective Date and terminate upon the
Lease Delivery Date, as hereinafter defined, unless sooner terminated in
accordance with the terms hereof (except with respect to any obligations hereof
which expressly survive such termination).
2.2. Settlement Purposes. The language in this Agreement and
all communications and all information exchanged in connection with the
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negotiation of this Agreement, written, oral, electronic or otherwise, by and
between Sawyer's Walk or Poinciana or anyone representing or acting in
concert or on behalf of either of them, on the one hand, and the CRA or the City
or anyone representing or acting in concert or on behalf of any of them, on the
other, (1) for all purposes in the lawsuits referred to in Recitals G and H or any
related litigation, other than litigation to enforce this Agreement, will be
treated as offers to compromise or relevant conduct or statements made in
negotiations concerning a compromise, as provided in Section 90.408, Florida
Statutes, and (2) regardless of Section 90.408, will not be used in any way by
any of the parties to this Agreement in such lawsuits or in connection with any
dispute involving the properties at issue in the lawsuits, unless otherwise
agreed in writing, and all rights, claims and legal positions of the parties shall
continue to exist to the same extent as if this Agreement had never been
executed. This Section 2.2 shall survive the termination of this Agreement.
2.3. Amended and Restated Lease. Attached hereto as Exhibit
"D" is the form of amended and restated Poinciana Lease (the "Restated
Poinciana Lease") which (i) the parties have fully negotiated and approved, (ii)
has been approved by the Board of Directors of the CRA (the "CRA Board") at a
CRA Board meeting, (iii) has been approved by the City of Miami Commission
at a regularly scheduled meeting, and (iv) which the CRA and Sawyer's Walk
intend to execute and deliver to each other, subject to the satisfaction or waiver
of the Poinciana/Sawyer's Walk Conditions Precedent, as hereinafter defined,
and the satisfaction or waiver of the CRA/City Conditions Precedent, as
hereinafter defined, and compliance with the other terms and provisions of this
Agreeme nt.
2.4. Settlement of Litigation.
2.4.1. Delivery of Settlement Documents. Subject to the
satisfaction or waiver of all of the Poinciana/Sawyer's Walk Conditions
Precedent and subject to the satisfaction or waiver of all of the CRA/City
Conditions Precedent, on or prior to the Lease Delivery Date, the parties to this
Agreement shall:
2.4.1.1. Execute a Stipulation of Settlement and
Dismissal with Prejudice of the Poinciana Litigation in the form of Exhibit "E"
attached hereto (the "Poinciana Stipulation").
2.4.1.2. Execute a Stipulation of Settlement and
Dismissal with Prejudice of the Sawyer's Walk Litigation in the form of Exhibit
"F" attached hereto (the "Sawyer's Walk Stipulation").
2.4.1.3. Obtain a court order approving the
settlement in the Poinciana Litigation after a court hearing regarding the
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terms of this settlement in substantially the form of Exhibit "G" attached
hereto (the "Poinciana Order") or obtain such other court order dismissing the
Poinciana Litigation with prejudice as the parties may approve.
2.4.1.4. Obtain a court order approving the
Settlement in the Sawyer's Walk Litigation after a court hearing regarding the
terms of this settlement in substantially the form of Exhibit "H" attached
hereto (the "Sawyer's Walk Order") or obtain such other court order dismissing
the Sawyer's Walk Litigation with prejudice as the parties may approve.
2.4.1.5. Execute a mutual release with respect to
the Poinciana Litigation in the form of Exhibit "I" attached hereto (the
"Poinciana Mutual Release").
2.4.1.6. Execute a mutual release with respect to
the Sawyer's Walk Litigation in the form of Exhibit "J" attached hereto (the
"Sawyer's Walk Mutual Release").
2.4.2. Abatement of Litigation. From the date of this
Agreement until the earlier to occur of the termination of this Agreement or the
Lease Delivery Date, the City, the CRA, Poinciana and Sawyer's Walk covenant
and agree to fully abate taking any and all action in connection with the
Poinciana Litigation and the Sawyer's Walk Litigation, except to the extent
required by applicable law to keep the Poinciana Litigation and the Sawyer's
Walk Litigation from being dismissed for lack of prosecution during the
abatement period.
2.5. Termination of this Agreement.
2.5.1. Termination by Poinciana and Sawyer's Walk. In the
event Poinciana and Sawyer's Walk elect to terminate this Agreement as a
result of (i) their Inspections, as hereinafter defined, pursuant to Section 3.7;
(ii) as a result of any title defect(s) under Section 4.2 or 4.3; (iii) as a result of
their failure to obtain approval of the County pursuant to Section 6.5; (iv) as a
result of their failure to obtain approval of the County pursuant to Section 7.2;
(v) as a result of a Challenge, as hereinafter defined, pursuant to Section 11.1;
or (vi) as a result of the failure to satisfy any of the Poinciana/Sawyer's Walk
Conditions Precedent pursuant to Section 19, then in such event, the City and
the CRA may elect within sixty (60) days after receipt of notice of termination
from Poinciana Village and Sawyer's Walk to settle the Poinciana Litigation
and the Sawyer's Walk Litigation by making settlement payments in the total
amount of Six Million Five Hundred Thousand and 00/100 Dollars
($6,500,000.00) (the "Settlement Payment") to be paid as follows: (i) an initial
payment of Four Million, Four Hundred Thousand and 00/100 Dollars
($4,400,000.00) to be made no later than sixty (60) days after receipt of notice of
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termination from Poinciana Village and Sawyer's Walk (the "Initial Settlement
Payment") and (ii) four (4) annual payments of Five Hundred Twenty-five
Thousand and 00/100 Dollars ($525,000.00), which payments shall commence
one (1) year from the Initial Settlement Payment. In the event the City and the
CRA elect to make the Settlement Payment, the Settlement Payment shall be
due and payable within sixty (60) days of the making of the election by the City
and the CRA, and such Settlement Payment shall be made in exchange for the
Poinciana Stipulation, the Sawyer's Walk Stipulation, the Poinciana Order, the
Sawyer's Walk Order, the Poinciana Mutual Release and the Sawyer's Walk
Mutual Release, except all of the foregoing documents shall be amended to
reflect that the Settlement Payment will be made in lieu of executing the
Restated Poinciana Lease. In the event that the City and the CRA do not elect
to make the Settlement Payment within the sixty (60) day period, this
Agreement shall terminate and be of no further force and effect except with
respect to those obligations which expressly survive termination.
2.5.2. Termination by CRA and City. In the event the City
and the CRA elect to terminate this Agreement (i) as a result of the failure to
satisfy the City Attorney that the Proposed TIF Use will be in compliance with
all applicable laws, as provided in Section 8.6 of this Agreement; (ii) as a result
of the failure to obtain approval of the County pursuant to Section 6.5; (iii) as a
result of the failure to obtain approval of the County pursuant to Section 7.2;
(iv) as a result of a Challenge, as hereinafter defined, pursuant to Section 11.1;
(v) as a result of the failure to satisfy any of the CRA/City Conditions Precedent
pursuant to Section 20; (vi) as a result of the failure of the Lease Delivery Date
in accordance with Section 21; or (vii) as a result of a default in accordance with
Section 27, the City and the CRA may elect within sixty (60) days after making
the election to terminate this Agreement, to make the Settlement Payment. In
the event the City and the CRA elect to make the Settlement Payment, the
Settlement Payment shall be due and payable within sixty (60) days of the
making of the election by the City and the CRA and such Settlement Payment
shall be made in exchange for the Poinciana Stipulation, the Sawyer's Walk
Stipulation, the Poinciana Order, the Sawyer's Walk Order, the Poinciana
Mutual Release and the Sawyer's Walk Mutual Release, except all of the
foregoing documents shall be amended to reflect that the Settlement Payment
will be made in lieu of executing the Restated Poinciana Lease. In the event
that the City and the CRA do not elect to make the Settlement Payment within
the sixty (60) day period, this Agreement shall terminate and be of no further
force and effect except with respect to those obligations which expressly survive
termination. If the CRA and the City do not proceed in accordance with this
Section 2.5, Poinciana, Sawyer's Walk, the CRA and the City shall not be
deemed to have waived any of their rights, claims or defenses associated with
the Poinciana Litigation and/or the Sawyer's Walk Litigation.
3. INSPECTION PERIOD.
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3.1. Inspections. Poinciana and Sawyer's Walk shall have until
5 p.m. on the one hundred and twentieth (120th) day after the Effective Date
(the "Inspection Period") to perform, at Poinciana's and Sawyer's Walk's sole
cost and expense, such investigations and inspections of the Phase II of the
Poinciana Village Project and the Sawyer's Walk Project, (Phase II of the
Poinciana Village Project and the Sawyer's Walk Project are collectively the
"Real Property"), the physical condition thereof, matters of zoning, title, survey
and all other matters with respect to the Real Property, including, without
limitation, environmental matters (collectively the "Inspections") to determine
whether the Real Property is acceptable to Poinciana and Sawyer's Walk in
their sole discretion. Prior to performing any on -site Inspections, Poinciana and
Sawyer's Walk shall provide at least three (3) business days' prior written
notice to the Executive Director of the CRA (the "Executive Director") at 49
N.W. 5th Street, Suite 100, Miami, Florida 33128, Phone: 305-679-6800;
Facsimile: 305-679-6835 (or such other CRA representatives as designated by
the Executive Director), which written notice shall provide reasonable detail
regarding the type and scope of Inspection(s) to be performed and the scheduled
date and time for such Inspection(s) and provide the Executive Director the
opportunity to have a representative from the CRA present at any such
Inspection(s).
3.2. Restoration. Following any such Inspections, Poinciana and
Sawyer's Walk shall promptly restore the Real Property to the condition
existing immediately prior to such Inspections. Poinciana and Sawyer's Walk
shall promptly forward copies of any of the reports prepared in connection with
any of their Inspections directly to the Executive Director. The Inspections
shall be conducted in accordance with all applicable laws and by licensed and
insured professionals, and Poinciana and Sawyer's Walk shall cause its
inspectors to obtain, at Poinciana's and Sawyer's Walk's sole cost and expense,
any and all licenses and permits required to conduct the Inspections, as
applicable.
3.3. Environmental Audit. Should Poinciana and Sawyer's Walk
conduct a Phase I environmental audit ("Phase I Report") and such audit
reflects a recommendation for further environmental audits (a "Phase II
Report"), the CRA and the City acknowledge that Poinciana and Sawyer's Walk
shall be authorized, at Poinciana's and Sawyer's Walk's sole cost and expense,
to obtain the Phase II Report during the Inspection Period.
3.4. Disclosure. Poinciana and Sawyer's Walk agree that in the
event the need arises to notify, under applicable laws, any federal, state or local
public agencies of any conditions at the Real Property as a result of the
Inspections performed by Poinciana and Sawyer's Walk, their agents,
employees, contractors and/or representatives, Poinciana and Sawyer's Walk
shall notify the Executive Director, and such disclosure shall be made directly
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by the CRA, if deemed necessary thereby, and not Poinciana and Sawyer's
Walk, to any such public agencies.
3.5. Indemnification. Poinciana and Sawyer's Walk shall
assume all risks associated with the Inspections and agree to indemnify and
hold harmless the CRA and the City of, from and against any and all costs,
losses, claims, damages, liabilities, expenses and other obligations (including,
without limitation reasonable attorney's fees and court costs) arising from, out
of or in connection with or otherwise relating to the Inspections, including,
without limitation, the entry by any one or more of Poinciana's and/or Sawyer's
Walk's agents, employees, contractors and other representatives in or upon the
Real Property for the purpose of the Inspections. The foregoing shall not apply
to any diminution in the value of the land or costs or expenses which might
arise due to the uncovering of the existence of adverse conditions (e.g.,
environmental conditions), provided, however, the foregoing is not intended to
relieve Poinciana and Sawyer's Walk from liability if Poinciana and Sawyer's
Walk, their agents, employees, contractors or other representatives cause such
condition to exist. The foregoing indemnification obligations of Poinciana and
Sawyer's Walk shall survive the expiration or termination of this Agreement.
3.6. Insurance. Poinciana and Sawyer's Walk shall, prior to
entering the Real Property and performing any Inspections, provide to the CRA
evidence of insurance by Poinciana, Sawyer's Walk, and their contractors, as
applicable, as specified on Exhibit "K" attached hereto, insuring against any
liability by any one or more of Poinciana, Sawyer's Walk, their agents,
employees, contractors or other representatives arising from, out of or in
connection with or otherwise relating to the entry by any one or more of
Poinciana, Sawyer's Walk, their agents, employees, contractors or other
representatives in or upon the Real Property for the purpose of the Inspections.
Poinciana and Sawyer's Walk shall provide the CRA with a certificate of
insurance evidencing such insurance coverage, naming CRA and the City as
additional insureds thereon and which insurance coverage shall be kept in force
until the expiration or early termination of this Agreement.
3.7. Acceptance of Real Property. If for any reason whatsoever
Poinciana and Sawyer's Walk, in their sole discretion, determine during the
Inspection Period that they do not wish to proceed with the transaction
contemplated by this Agreement as a result of the physical condition of the Real
Property, Poinciana and Sawyer's Walk shall have the absolute right to
terminate this Agreement by giving written notice of such termination to the
CRA and the City in the manner hereinafter provided to give notices prior to
the expiration of the Inspection Period. Upon the CRA's and the City's receipt
of such notice prior to the end of the Inspection Period, this Agreement shall be
deemed terminated and of no further force and effect and the parties shall be
released and relieved from any liability or obligations hereunder, except for
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those obligations which expressly survive the termination, unless the City and
the CRA elect to proceed in accordance with Section 2.5 of this Agreement. If
Poinciana and Sawyer's Walk do not terminate this Agreement prior to the
expiration of the Inspection Period, then it shall be presumed conclusively that
Poinciana and Sawyer's Walk have had adequate opportunity to review and
inspect all portions of the Real Property, including, without limitation, the
environmental condition of the Real Property and, based upon its Inspections,
Poinciana and Sawyer's Walk have determined that the condition of all portions
of the Real Property are satisfactory to Poinciana and Sawyer's Walk and,
subject to satisfaction of the Poinciana/Sawyer's Walk's Conditions Precedent,
Poinciana and Sawyer's Walk shall accept every portion of the Real Property in
its "AS IS, WHERE IS, WITH ALL FAULTS" condition, without requiring any
action, expense or other thing or matter on the part of the CRA or the City to be
paid or performed.
3.8. No Lien. Poinciana and Sawyer's Walk shall use reasonable
efforts not to create or permit to be created any mechanic's liens upon the Real
Property, or any part thereof, as a result of the Inspections. If any lien shall at
any time be filed against the Real Property, or any party thereof in connection
with the Inspections, Poinciana and Sawyer's Walk shall cause same to be
discharged or transferred to bond in accordance with applicable laws within
thirty (30) days of recording.
3.9. CRA/City Deliveries. Prior to the date of this Agreement,
the CRA and the City have provided to Poinciana and Sawyer's Walk for
inspection and review copies of all surveys, tests, studies and reports which the
CRA and the City have been able to locate with respect to the Real Property
(collectively the "CRA/City Deliveries"). Any reliance upon the CRA/City
Deliveries is at the sole risk of Poinciana and Sawyer's Walk and the CRA and
the City make no representations or warranties, express or implied, with
respect to the accuracy or completeness of the CRA/City Deliveries, and any
reliance upon same is at the sole risk of Poinciana and Sawyer's Walk.
3.10. Deposit. Simultaneously with the execution of this
Agreement, Poinciana and Sawyer's Walk shall deposit with Holland & Knight
LLP (the "Escrow Agent") an initial deposit in the amount of One Hundred
Fifty Thousand and No/100 Dollars (S150,000.00) (the "First Deposit"). If
Poinciana and Sawyer's Walk elect to terminate this Agreement prior to the
end of the Inspection Period by giving written notice of termination to the CRA,
the City and Escrow Agent, Escrow Agent shall return the First Deposit to
Poinciana and Sawyer's Walk. In the event Poinciana and Sawyer's Walk do
not elect to terminate this Agreement prior to the expiration of the Inspection
Period, then on or before the last day of the Inspection Period, Sawyer's Walk
and Poinciana shall deposit with Escrow Agent an additional deposit in the
amount of One Hundred Fifty Thousand and no/100 Dollars ($150,000.00) (the
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"Second Deposit") and Poinciana and Sawyer's Walk shall deliver to Escrow
Agent, the City and the CRA evidence substantiating that Sawyer's Walk and
Poinciana have expended (versus contracted to expend) Five Hundred
Thousand and no/100 Dollars ($500,000.00) in connection with the Project (the
"Initial Expenditure"). If Poinciana and Sawyer's Walk do not terminate this
Agreement at the end of the Inspection Period, the failure of Poinciana and
Sawyer's Walk to make the Second Deposit and provide detailed evidence
substantiating the Initial Expenditure shall constitute a default under this
Agreement, entitling the CRA and the City to proceed in accordance with
Section 27 of this Agreement. Upon submission of the MUSP Application to the
City, Poinciana and Sawyer's Walk shall deposit with Escrow Agent an
additional deposit in the amount of One Hundred Fifty Thousand and no/100
Dollars ($150,000.00) (the "Third Deposit") and shall deliver to Escrow Agent,
the City and the CRA evidence substantiating that Poinciana and Sawyer's
Walk has expended (versus contracted to expend) One Million and no/100
Dollars ($1,000,000.00), in the aggregate, in connection with the Project (the
"Expenditure"). The failure of Poinciana and Sawyer's Walk to make the Third
Deposit and provide detailed evidence substantiating the Expenditure shall
constitute a default under this Agreement, entitling the CRA and the City to
Proceed in accordance with Section 27 of this Agreement. Within ten (10) days
of the date Poinciana and Sawyer's Walk receive notice that the MUSP
Application has been approved, Poinciana and Sawyer's Walk shall deposit with
Escrow Agent an additional deposit in the amount of One Hundred Fifty
Thousand and no/100 Dollars ($150,000.00) (the "Fourth Deposit"). (The First
Deposit, Second Deposit, Third Deposit and Fourth Deposit are collectively
referred to as the "Deposit"). The failure of Poinciana and Sawyer's Walk to
make the Fourth Deposit shall constitute a default under this Agreement,
entitling the CRA and the City to proceed in accordance with Section 27 of this
Agreement. At the election of Poinciana and Sawyer's Walk, Poinciana and
Sawyer's Walk may provide an irrevocable, unconditional letter of credit issued
by a financial institution acceptable to the CRA and the City, with an
expiration date no earlier than June 1, 2006, which shall be in form and
substance reasonably acceptable to the CRA and the City (the "LC") in the
required amounts in lieu of making the Deposit in cash. To the extent the
Deposit is in the form of cash, Escrow Agent shall hold the Deposit in an
interest bearing account. Escrow Agent shall deliver the Deposit, or the LC, as
appropriate, together with the interest accrued thereon, if any, to the CRA and
the City upon the occurrence of a default by Poinciana and/or Sawyer's Walk
under the terms of this Agreement. Escrow Agent shall return the Deposit, or
the LC, as appropriate, together with the interest accrued thereon, if any, to
Poinciana and Sawyer's Walk if they terminate this Agreement in accordance
with its terms or in the event the CRA and Sawyer's Walk execute the Restated
Poinciana Lease.
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3.11. Disclaimer of Representations by Poinciana and Sawyer's
Walk. Poinciana and Sawyer's Walk hereby expressly acknowledge and agree
that in connection with this Agreement or otherwise:
3.11.1. The CRA and the City make and have made no
warranty or representation whatsoever as to the condition or suitability of any
portion of the Real Property for the Development Plan, as hereinafter defined.
3.11.2. The CRA and the City make and have made no
warranty, express or implied, with regard to the accuracy or completeness of
any information furnished to Poinciana and Sawyer's Walk, and the CRA and
the City shall not be bound by any statement of any broker, employee, agent or
other representative of the CRA or the City.
3.11.3. The CRA and the City have made no
representations, warranties or promises to Poinciana and Sawyer's Walk not
explicitly set forth in this Agreement.
3.11.4. The CRA and the City have made no
representations or warranties, express or implied, with regard to the
neighborhood, that the CRA Redevelopment Area will be developed, or as to the
precise type or quality of improvements that will be constructed within the CRA
Redevelopment Area or the timing thereof.
3.11.5. The CRA and the City make and have made no
representation or warranty, express or implied, concerning any portion of the
Real Property, their condition or other things or matters directly or indirectly
relating thereto or hereto, including, without limitation, no warranty as to
merchantability or fitness for any particular purpose or relating to the absence
of latent or other defects.
4. TITLE AND SURVEY.
4.1. Poinciana and Sawyer's Walk shall obtain a title insurance
commitment (the "Commitment") and a survey (the "Survey") of the Real
Property. The Commitment and the Survey shall show the CRA to be vested in
fee simple title to the Real Property, subject to each of the following (the
"Permitted Exceptions"):
4.1.1. Ad valorem real estate tax for the year 2005 and
subsequent years.
4.1.2. All applicable laws, ordinances and governmental
regulations, including, but not limited to, all applicable building, zoning, land
use, environmental ordinances and regulations.
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4.1.3. Restrictions, reservations, easements, covenants,
agreements, limitations and other matters appearing of record, none of which
shall interfere with the Development Plan, as hereinafter defined.
4.1.4. Any matters arising by, through, or under Poinciana
and/or Sawyer's Walk.
4.1.5. The restrictions, coupled with a reverter, contained
in that deed from the County to the City recorded May 24, 1988, in Official
Records Book 13689, at Page 3728, of the Public Records of Miami -Dade
County, Florida.
4.1.6. The restrictions, coupled with a reverter, contained
in that deed from the County to the City recorded in Official Records Book
13689, at Page 3731, of the Public Records of Miami -Dade County, Florida.
4.1.7. The terms and conditions of the County Litigation
and the County Settlement, as hereinafter defined.
4.2. Poinciana and Sawyer's Walk shall have thirty (30) days
after Poinciana and Sawyer's Walk obtain the Commitment and the Survey to
examine same, but in no event later than the end of the Inspection Period.
Poinciana and Sawyer's Walk shall promptly provide the CRA and the City a
copy of the Commitment and the Survey upon Poinciana and Sawyer's Walk's
receipt of same. If the Commitment and Survey reflect defects in the title to
the Real Property (i.e., matters which render title unmarketable in accordance
with the standards of the Florida Bar which are not Permitted Exceptions,
Poinciana and Sawyer's Walk shall, no later than the expiration of the
Inspection Period, notify the CRA and the City in writing of the defect(s). If
Poinciana and Sawyer's Walk fail to give the CRA and the City written notice of
the defect(s) prior to the end of the Inspection Period, the defect(s) shown in the
Commitment and the Survey shall be deemed to be waived as title objections
and same shall be deemed to constitute Permitted Exceptions for all purposes
under this Agreement. If Poinciana and Sawyer's Walk have given CRA and
the City written notice of defect(s) rendering title other than as required by this
Agreement prior to the end of the Inspection Period, the CRA shall elect within
ten (10) days after receipt of written notice of the title defect(s) whether the
CRA will elect to attempt to cure the title defect(s). If the CRA elects to
attempt to cure the title defect(s), the CRA shall have sixty (60) days from
receipt of the written notice of defect(s) to use reasonable efforts to cure same
(the "Cure Period"). The CRA shall discharge any lien(s) or judgment(s) against
the Real Property in a liquidated amount provided that the CRA shall not be
required to expend more than Fifty Thousand and No/100 Dollars ($50,000.00)
in connection therewith to cure any title defect(s). In the event the CRA elects
not to cure any of the title defects, or, if the CRA elects to attempt to cure the
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title defects and the CRA is not able to cure the defect(s) prior to the end of the
Cure Period, Poinciana and Sawyer's Walk shall have the option, to be
exercised within ten days after the end of the Cure Period, of either (i) waiving
the defect(s), in which event the defect(s) shall be deemed to constitute a
Permitted Exception under this Agreement, or (ii) canceling this Agreement,
whereupon the parties shall be released from any further obligations under this
Agreement, except for those obligations that expressly survive the termination
of this Agreement, unless the City and the CRA elect to proceed in accordance
with Section 2.5 of this Agreement. If the CRA and the City do not proceed in
accordance with Section 2.5, Poinciana, Sawyer's Walk, the CRA and the City
shall not be deemed to have waived any of their rights, claims, or defenses
associated with the Poinciana Litigation and/or the Sawyer's Walk Litigation.
4.3. In the event of any new title defect(s) arising from and after
the effective date of the Commitment and prior to the delivery of the Restated
Lease, the CRA shall use reasonable efforts to cure such title defect(s) prior to
the Lease Delivery Date. The CRA shall discharge any lien(s) or judgment(s)
against the Real Property in a liquidated amount, provided that the CRA shall
not be required to expend more than Fifty Thousand and No/100 Dollars
(S50,000.00) in connection therewith. The CRA shall not be required to bring
any lawsuit(s) to cure any title defect(s) or expend any funds to cure any title
defect(s) not in a liquidated amount. In the event that the CRA is unable to
cure the title defect(s) prior to the Lease Delivery Date, Sawyer's Walk and
Poinciana shall have the option on the Lease Delivery Date of either (i) waiving
the title defect(s) and accepting title "as is" whereupon the title defect(s) will be
deemed to constitute a Permitted Exception under this Agreement or (ii)
canceling this Agreement, whereupon the parties shall be released from all
further obligations under this Agreement, except for those obligations that
expressly survive the termination of this Agreement, unless the City and the
CRA elect to proceed in accordance with Section 2.5 of this Agreement. If the
CRA and the City do not proceed in accordance with Section 2.5, Poinciana,
Sawyer's Walk, the CRA and the City shall not be deemed to have waived any
of their rights, claims, or defenses associated with the Poinciana Litigation
and/or the Sawyer's Walk Litigation.
5. MUSP APPROVAL.
5.1. MUSP Approval. From and after the Effective Date,
Poinciana and Sawyer's Walk shall use good faith reasonable efforts to obtain
the approval of the Major Use Special Permit by the applicable governmental
authorities for the Development Plan which shall be final and not subject to
appeal (such approval shall be referred to herein as the "MUSP Approval").
Poinciana and Sawyer's Walk shall promptly and diligently undertake, at their
sole cost and expense, the necessary effort to prepare all required plans,
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documents, covenants and supporting materials to apply for the MUSP for the
Development Plan which has been approved by the CRA pursuant to Section
12.3.
5.2. Approval by CRA. Poinciana and Sawyer's Walk shall
obtain the prior written approval of the Executive Director for the application
for the MUSP, which shall include all applications for zoning changes or
variances and/or amendments to the Comprehensive Plan currently in effect for
the City of Miami (collectively the "the MUSP Application") prior to submitting
the MUSP Application to any governmental and/or quasi governmental agency.
The MUSP Application must be consistent with the Development Plan which
has been approved by the CRA pursuant to Section 12.3. Poinciana and
Sawyer's Walk shall provide the Executive Director with at least three (3)
copies of the proposed MUSP Application for review. The Executive Director
shall have ten (10) business days from the receipt of the MUSP Application to
approve or reject same. The failure of the Executive Director to respond to
Poinciana and Sawyer's Walk within the ten (10) business day period shall be
deemed approval of the MUSP Application. If the CRA does not approve the
MUSP Application, the Executive Director shall provide Poinciana and
Sawyer's Walk with notice stating the reasons for such rejection. Poinciana
and Sawyer's Walk shall revise the MUSP Application to address the comments
raised by the CRA. Poinciana, Sawyer's Walk and the CRA shall continue this
process until the Executive Director has approved the MUSP Application. The
CRA, Poinciana and Sawyer's Walk agree to use good faith, reasonable efforts
to agree upon the necessary modifications, if any, to the MUSP Application,
provided the application is consistent with the Development Plan which has
been approved by the CRA pursuant to Section 12.3. If the Executive Director
has rejected the MUSP Application three (3) times, Poinciana and Sawyer's
Walk may elect to submit any dispute regarding the approval of the MUSP
Application to the CRA Board for resolution.
5.3. Filing MUSP Application. Poinciana and Sawyer's Walk
covenant and agree to utilize their best efforts to obtain the CRA's approval of
the MUSP Application pursuant to Section 5.2 and then file the MUSP
Application with the City of Miami within ninety (90) days from the end of the
Inspection Period. The Executive Director, in his sole discretion, may extend
the time for filing the MUSP Application with the City for a period of up to
sixty (60) days.
5.4. Joinder in Application. The CRA as the owner of the Real
Property shall join in any MUSP Application provided the MUSP Application is
consistent with the Development Plan as provided in Section 5.2.
5.5. City Impact Fees. Sawyer's Walk may apply for an
exemption from impact fees in accordance with Section 13-2 of the City of
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Miami Municipal Code. In the event it is determined by the City, in its
governmental capacity, that Poinciana and Sawyer's Walk qualify for the
exemption set forth therein, the City hereby agrees to exempt any impact fees
associated with the Project, as provided in the City of Miami Municipal Code.
5.6. Preparation of MUSP Application. Poinciana and Sawyer's
Walk shall be responsible to pay all costs and expenses associated with the
preparation of the MUSP Application, including, without limitation, all
architecture fees, engineering fees and traffic consulting fees and pay all costs
and expenses incurred in connection with processing the MUSP Application.
Poinciana and Sawyer's Walk shall have no right to recover any of these costs
and expenses from the City and/or the CRA for any reason whatsoever.
5.7. Amendment to MUSP Application. In the event Poinciana
and Sawyer's Walk desire to modify the MUSP Application once it has been
filed with the City of Miami as a result of proposed changes to the Development
Plan requested by Poinciana and Sawyer's Walk or as a result of changes
Poinciana and Sawyer's Walk desire to make to address any comments from
any governmental entities, Poinciana and Sawyer's Walk shall submit three (3)
copies of the proposed revisions to the MUSP Application to the Executive
Director for his review and approval. The Executive Director shall have ten
(10) business days from the receipt of the requested modifications, and all
backup information required to analyze the proposed modifications, to approve
or reject same. The failure of the Executive Director to respond within the ten
(10) business day period shall be deemed an approval of the proposed MUSP
Application amendment. If the CRA does not approve the proposed amendment
to the MUSP Application such notice shall state the reason for such rejection.
Poinciana and Sawyer's Walk shall revise the amendment to the MUSP
Application to address the comments raised by the CRA and the process shall
continue until the Executive Director has approved the amendment to the
MUSP Application. The parties agree to use reasonable, good faith effort to
agree upon necessary modifications to the MUSP Application which result from
any governmental or quasi -governmental process, provided in no event shall
the Executive Director be required to consent to any changes which deviate
materially from the Development Plan. If the Executive Director has rejected
the amendment to the MUSP Application three (3) times, Poinciana and
Sawyer's Walk may elect to submit the dispute regarding the amendment to the
MUSP Application to the CRA Board for resolution.
5.8. Governmental Function of the City. Notwithstanding the
agreement of the City to assist Poinciana and Sawyer's Walk with respect to
the MUSP Application, as hereinafter provided, Poinciana and Sawyer's Walk
acknowledge and agree that the City's agreement to provide assistance with
respect to processing the application for the MUSP Approval shall in no way
imply that the City will approve the applications, nor shall same obligate the
15
City to expend any monies or to take any actions with regard thereto. Sawyer's
Walk and Poinciana acknowledge that the City shall undertake actions in
connection with the MUSP Application in accordance with the established
requirements of state and municipal law in the exercise of the City's
jurisdiction under its police power. Nothing in this Agreement is intended to
limit or restrict the power and responsibilities of the City against such
application by virtue of being a party to this Agreement. The parties further
acknowledge and agree that these proceedings with respect to the MUSP
Application shall be conducted openly, fully and fairly in full accordance with
all applicable laws, with both procedural and substantive due process to be
accorded the applicant and any member of the public. Nothing contained in
this Agreement shall entitle Poinciana and/or Sawyer's Walk to compel the City
to take any action in connection with the MUSP Application.
5.9. Covenant Not to Sue. Poinciana and Sawyer's Walk
covenant and agree not to sue the City for any action taken, or inaction by the
City, in its governmental capacity in the exercise of the City's jurisdiction under
its police power, and should either Poinciana or Sawyer's Walk institute any
legal proceedings against the City in connection with the application for MUSP
Approval, same shall constitute a default under this Agreement in which event
the City and CRA may pursue their remedies pursuant to Section 27 of this
Agreement.
6. COUNTY LITIGATION.
6.1. Reverter. Poinciana and Sawyer's Walk acknowledge that
the portion of the Real Property which is more particularly described on Exhibit
"L" attached hereto and made a part hereof (the "Reverter Property") is subject
to a right of reverter in favor of the Miami -Dade County (the "County").
Pursuant to the terms of the Settlement Agreement reached between the
County and the City, Case No. 01-13810 CA 08, in the Eleventh Judicial Circuit
in and for Miami -Dade County, Florida (the "County Litigation"), the Reverter
Property is to be developed on or before August 1, 2007, or title to the Reverter
Property will automatically revert to the County in accordance with the terms
of the Settlement Agreement attached hereto as Exhibit "M" (the "County
Settlement").
6.2. Deed in Escrow. Poinciana and Sawyer's Walk acknowledge
that pursuant to the terms of the County Settlement, the CRA has delivered or
will deliver to the County a quitclaim deed conveying the Reverter Property to
the County and should the terms and provisions of the County Settlement not
be complied with title to the Reverter Property shall be conveyed to the County.
6.3. Acknowledgement of Risk. Poinciana and Sawyer's Walk
acknowledge and agree that Sawyer's Walk shall bear all risk of compliance
16
with the terms of the County Settlement and Sawyer's Walk will bear all risk
should the terms of the County Settlement not be complied with, and Poinciana
and Sawyer's Walk waive any claims against the CRA and the City in
connection therewith.
6.4. County Approval. Poinciana and Sawyer's Walk
acknowledge that the terms and provisions of the County Settlement require
that any proposed developer of the Reverter Property be approved by the Board
of County Commissioners of the County. The City and the CRA covenant and
agree to promptly request that the County approve Sawyer's Walk as the
developer of the Project pursuant to the terms of the County Settlement within
ten (10) days after the end of the Inspection Period. Poinciana and Sawyer's
Walk covenant and agree to assist the City and the CRA in connection with
such request and Poinciana and Sawyer's Walk covenant and agree to provide
to the County any information that the County may reasonably request in
connection therewith.
6.5. Failure to Obtain County Approval. In the event that all
necessary approvals required from the County as required by the terms of the
County Settlement have not been obtained from the County within sixty (60)
days after the end of the Inspection Period, any party to this Agreement may
elect to terminate this Agreement at any time thereafter and prior to the time
approval from the County has been obtained pursuant to the terms of the
County Settlement by written notice to the other parties in which event this
Agreement shall terminate and the parties shall be released from all further
obligations under this Agreement except for the obligations which expressly
survive termination, unless the City and the CRA elect to proceed in accordance
with Section 2.5 of this Agreement. If the CRA and the City do not proceed in
accordance with Section 2.5, Poinciana, Sawyer's Walk, the CRA and the City
shall not be deemed to have waived any of their rights, claims, or defenses
associated with the Poinciana Litigation and/or the Sawyer's Walk Litigation.
6.6. Amendment to County Settlement. The City and the CRA
acknowledge that Poinciana and Sawyer's Walk intend to request that the
County amend the terms and provisions of the County Settlement to require
the County to give the construction lender for the Reverter Property notice of
default and cure rights in the event Sawyer's Walk does not comply with the
requirements of the County Settlement. At the request of Poinciana and
Sawyer's Walk, the City and the CRA shall request the County agree to a
modification of the terms of the County Settlement to provide notice of default
and reasonable cure rights to the construction lender for the Reverter Property.
Poinciana and Sawyer's Walk covenant and agree to assist the City and the
CRA in connection with such request and Poinciana and Sawyer's Walk
covenant and agree to provide to the County any information that the County
may request in connection therewith. Poinciana and Sawyer's Walk
17
acknowledge that they bear the entire risk as to whether the County will agree
to amend the terms and provisions of the County Settlement and further
acknowledge and agree that they will comply with the time frame for the
development of the Reverter Property.
7. APPROVAL UNDER INTERLOCAL AGREEMENT.
7.1. Approval of Poinciana and Sawyer's Walk . Poinciana and
Sawyer's Walk acknowledge that the terms of the Interlocal Agreement
between the County and the City (the "Interlocal Agreement") require that the
Board of County Commissioners of the County approve the selection of the
developer for the Sawyer's Walk Project. The City and the CRA covenant and
agree to promptly seek to obtain the approval required of the Board of County
Commissioners under the terms of the Interlocal Agreement within ten (10)
days after the end of the Inspection Period. Poinciana and Sawyer's Walk
covenant and agree to cooperate with the City and the CRA in obtaining the
required approval. Poinciana and Sawyer's Walk covenant and agree to provide
the County any information that the County may request in connection
therewith.
7.2. Failure to Obtain County Approval. In the event that the
City and the CRA have not obtained all necessary approvals required from the
County pursuant to the terms of the Interlocal Agreement within sixty (60)
days after the end of the Inspection Period, any party to this Agreement may
elect to terminate this Agreement at any time thereafter and prior to the time
Poinciana and Sawyer's Walk are approved by the County pursuant to the
terms of the Interlocal Agreement by written notice to the other party, in which
event this Agreement shall terminate and the parties shall be released from all
further obligations under this Agreement except for the obligations which
expressly survive termination, unless the City and the CRA elect to proceed in
accordance with Section 2.5 of this Agreement. If the CRA and the City do not
proceed in accordance with Section 2.5, Poinciana, Sawyer's Walk, the CRA and
the City shall not be deemed to have waived any of their rights, claims, or
defenses associated with the Poinciana Litigation and/or the Sawyer's Walk
Litigation.
8. TAX INCREMENT FUNDS.
8.1. Incremental Increase in Tax Increment Funds. Subject to
Sections 8.2, 8.3, and 8.5 below, the CRA covenants and agrees to make
available to Sawyer's Walk one hundred percent (100%) of the incremental
increases in tax increment funds actually received by the CRA from the County
and the City, generated by the increase above the assessed value for the Real
Property and any improvements constructed thereon over and above the
assessed value for the Real Property set forth in the Miami -Dade County ad
18
valorem property tax rolls for the year 2005 ("Incremental TIF") for qualifying
uses under applicable laws for use of tax increment funds until September 30,
2013. The CRA covenants and agrees to make the Incremental TIF available to
Sawyer's Walk within sixty (60) days of the CRA's actual receipt of the
Incremental TIF from the County and the City to be utilized by Sawyer's Walk
for qualifying uses permitted under applicable law for use of tax increment
funds with respect to the Project, and at the election of Sawyer's Walk, within
the Overtown project area, identified on Exhibit "N" attached hereto (the
"Overtown Project Area"). Sawyer's Walk acknowledges that the County and
the City withhold from the tax increment funds an administrative fee and funds
for the Children's Trust.
8.2. Use of Incremental TIF. Sawyer's Walk acknowledges and
agrees that the Incremental TIF may only be utilized in accordance with
qualifying uses under applicable law for use of tax increment funds and that
Sawyer's Walk shall not be entitled to, and the CRA will not disburse any of the
Incremental TIF to Sawyer's Walk unless and until Sawyer's Walk has been
able to establish to the CRA and, to the extent required by law or the Interlocal
Agreement, the County, that the use of said funds for the use proposed by
Sawyer's Walk is permissible under applicable law. Sawyer's Walk shall
submit to the CRA and, to the extent required by law or the Interlocal
Agreement, the County, any and all documentation that the CRA and/or the
County may request to establish that the proposed use of the Incremental TIF
qualifies for such use under applicable law. Sawyer's Walk further
acknowledges that all Incremental TIF shall be used solely in connection with
the development of the Project or within the Overtown Project Area.
8.3. Failure to Qualify. To the extent that Sawyer's Walk is not
able to establish to the CRA, and to the extent required under applicable laws
or the Interlocal Agreement, the County, that its proposed expenditures of the
Incremental TIF qualifies for use of the Incremental TIF under applicable laws
with respect to some or all of the Incremental TIF, the CRA agrees to make
such portions of the Incremental TIF funds which Sawyer's Walk is unable to
utilize under applicable law governing the use of tax increment funds available
for use by any governmental agency which can legally use the Incremental TIF
funds in connection with the Project, which entity is identified to the CRA by
Sawyer's Walk and which entity requests the funds from the CRA. If Sawyer's
Walk is unable to identify such an entity which wants to utilize the Incremental
TIF in connection with the Project, the CRA shall be entitled to utilize that
portion of the Incremental TIF for which Sawyer's Walk is unable to qualify for
use in connection with the Project for improvements within the Overtown
Project Area and the CRA shall not be required to make such funds available to
Sawyer's Walk.
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8.4. Extension of the CRA. Sawyer's Walk acknowledges that it
will have no right to receive any Incremental TIF after the expiration of the
CRA which is to incur by September 30, 2013. In the event that the duration of
the CRA is extended, Sawyer's Walk acknowledges that notwithstanding the
extension of the term of the CRA, the CRA is not obligated to pay to Sawyer's
Walk any Incremental TIF generated from and after September 30, 2013. In
the event the term of the CRA is extended beyond September 30, 2013,
Sawyer's Walk shall have the right to request that the CRA pay to Sawyer's
Walk all or a portion of the Incremental TIF generated by the Project after
September 30, 2013, which request shall be treated like that of any other
property owner within the CRA Redevelopment Area. The Executive Director
shall present such request to the CRA Board for consideration with the
recommendation that the Executive Director deems appropriate under the
circumstances. The CRA Board shall not be obligated to approve the request or
be under any obligation to Sawyer's Walk as a result of the payment of the
Incremental TIF to Poinciana and Sawyer's Walk prior to September 30, 2013.
8.5. Subordination of Incremental TIF. Sawyer's Walk
acknowledges and agrees that the obligation of the CRA to make the payments
to Sawyer's Walk contemplated by Section 8.1 of the Agreement are junior and
subordinate to the obligations of the CRA to pay debt service with respect to the
$11,500,000.00 City of Miami, Florida, Community Redevelopment Revenue
Bonds, Series 1990, the obligations of the CRA with respect to the Grand
Central Project, and the obligations of the CRA to pay debt service on any
bonds issued in the future by the CRA or the City on the CRA's behalf. The
CRA covenants and agrees that the debt service coverage ratio on any new
bonds issued in the future by the CRA or the City on the CRA's behalf, which
are secured by tax increment funds based upon the estimated tax increment
funds shall not exceed One Hundred Twenty -Five Percent (125%). Under no
circumstances shall the CRA be obligated to make payments to Sawyer's Walk
from its general revenues or any other sources if tax increment revenues are
unavailable after the CRA makes all required payments under any obligations
which are senior to the Incremental TIF.
8.6. Proposed Use of Incremental TIF. Within thirty (30) days of
the Effective Date, Poinciana and Sawyer's Walk shall deliver to the CRA and
the City a detailed explanation of their proposed use of the Incremental TIF
(the "Proposed TIF Use") together with an opinion letter (the "Attorney Opinion
Letter") from an attorney licensed to practice in the State of Florida stating
that the Proposed TIF Use is a permissible expenditure under all applicable
laws governing the use of the tax increment funds. The CRA and the City shall
have One Hundred (100) days from the Effective Date of this Agreement (the
"TIF Period") to analyze the Proposed TIF Use, to consult with the County
regarding the Proposed TIF Use, and to obtain a letter from the Office of the
County Attorney (the "County Letter") indicating whether the Proposed TIF
20
Use is a permissible expenditure under all applicable laws governing the use of
the Incremental TIF. If the City Attorney is not satisfied that the Proposed TIF
Use is a permissible expenditure under all applicable laws, irrespective of the
content of the County Letter, if the CRA and the City are able to obtain the
County Letter, the CRA and the City shall give Poinciana and Sawyer's Walk
written notice that the City Attorney does not agree that the Proposed TIF Use
is a permissible expenditure under applicable laws prior to the expiration of the
TIF Period, in which event Sawyer's Walk shall have no right to use all or any
portion of the Incremental TIF. In such event, the sole remedy to Poinciana
and Sawyer's Walk shall be to terminate this Agreement on or before the
expiration of the Inspection Period. If Poinciana and Sawyer's Walk do not
terminate this Agreement during the Inspection Period, the CRA shall be under
no obligation to make the Incremental TIF available to Sawyer's Walk as
contemplated by this Section 8, unless there is a change in the law or Poinciana
and Sawyer's Walk propose an alternative Proposed TIF Use and such change
or alternative Proposed TIF Use is acceptable to the City Attorney and the City
Attorney renders an opinion to the CRA that the Proposed TIF Use is a
permissible expenditure under applicable laws.
8.7. In the event the City Attorney concludes that the Proposed
TIF Use is not a permissible expenditure under the applicable laws, so that the
Incremental TIF shall not be made available to Sawyer's Walk, Poinciana,
Sawyer's Walk, the City and the CRA agree to utilize their good faith efforts to
identify other sources of funds that may be available to fund or finance the
garage structures to be developed as part of the Project, with no guaranty that
any other funding sources will be identified or committed to the Project by the
City and the CRA.
8.8. Change in Use of Incremental TIF. Sawyer's Walk shall not
be permitted to change the Proposed TIF Use without the consent of the
Executive Director and the City Attorney, which consent shall not be granted
unless the City Attorney is satisfied that the new use proposed for the
Incremental TIF is a permissible expenditure under applicable laws governing
the use of tax increment funds.
8.9. Indemnification. Sawyer's Walk covenants and agrees to
indemnify, defend and hold the CRA harmless from any loss or damage that the
CRA may sustain, including attorney fees and costs, as a result of the actual
use of the Incremental TIF differing from the Proposed TIF Use, as such use
may be modified in accordance with Section 8.7 of the Agreement.
9. OMBUDSMAN. The parties recognize complexities associated
with the establishment of the Development Plan. It is also acknowledged that
the MUSP Approval and the other governmental approvals required in
connection with the Development Plan, as well as submission and approval of
21
building plans for the purpose of obtaining building permits for the
Development Plan, involves many departments and governmental agencies. In
order to assist in expediting the process, the City shall designate an employee
who is knowledgeable about the approvals process within the City to serve as
an ombudsman (the "Ombudsman") for the purpose of assisting in the
expediting of the processing of all applications filed with the City by Sawyer's
Walk with respect to the Development Plan. The City will establish a
reasonable level of authority in the Ombudsman so that this person has the
ability to serve in the role of expediter, with the ability to communicate with
the necessary departments and officials, and with Sawyer's Walk's
representatives in an attempt to expedite the approval process.
10. SALE OF FEE SIMPLE INTEREST.
10.1. Receipt of Proposal. Sawyer's Walk has made a proposal to
the CRA to purchase the fee simple interest of the CRA in the Real Property,
subject to the terms of the Restated Poinciana Lease. The CRA covenants and
agrees, after the Effective Date of this Agreement, to solicit proposals to acquire
the fee simple interest of the CRA in the Real Property, subject to the terms of
the Restated Poinciana Lease (the "Fee Simple Interest"). Subject to the
requirements of applicable laws, the CRA covenants and agrees to solicit
proposals to acquire the Fee Simple Interest within thirty (30) days after the
Effective Date of this Agreement. The CRA will utilize its good faith efforts to
complete the process of analyzing the proposals received with respect to the Fee
Simple Interest, or reject all proposals, within ninety (90) days after the
Effective Date of this Agreement.
10.2. No Commitment to Sawyer's Walk. Sawyer's Walk and
Poinciana acknowledge that the CRA has made no commitment whatsoever to
Sawyer's Walk and Poinciana with respect to the sale of the Fee Simple
Interest beyond agreeing to solicit proposals and no commitment to Sawyer's
Walk or Poinciana should be inferred by the inclusion of this Section 10 in this
Agreement.
10.3. Rejection of Proposals. Poinciana and Sawyer's Walk
acknowledge and agree that CRA has the right to reject all proposals with
respect to the sale of the Fee Simple Interest and the selection of a proposal, if
any, is subject to the approval of the CRA Board.
10.4. Award Contingent on Execution of Restated Poinciana
Lease. Notwithstanding any decision by the CRA Board to accept a proposal to
acquire the Fee Simple Interest, such transaction shall not occur until the
execution of the Restated Poinciana Lease and if the Restated Poinciana Lease
is not executed for any reason whatsoever, the CRA shall not be obligated to
complete the transaction contemplated by the proposal. All proposals shall be
22
required to be expressly subject to the execution of the Restated Poinciana
Lease.
10.5. Payments under the Restated Poinciana Lease. It is
specifically acknowledged that any conveyance of the Fee Simple Interest shall
occur after the payment of rent due upon execution of the Restated Poinciana
Lease and the CRA shall retain all right with respect to such payment, and the
CRA shall retain all rights with respect to the Subsidized Units, as hereinafter
defined, which Subsidized Units are to be conveyed to the CRA pursuant to the
Restated Poinciana Lease.
10.6. Covenant. Any conveyance of the Fee Simple Interest by
the CRA shall be expressly subject to that certain covenant in the form of
Exhibit "0" attached hereto and made a part hereof (the "Covenant").
10.7. Governmental Function of CRA. Poinciana and Sawyer's
Walk acknowledge that the CRA shall undertake actions in connection with the
Fee Simple Interest in accordance with the established requirements of state
law. Nothing in this Agreement is intended to limit or restrict the power and
the responsibility of the CRA against such application by virtue of being a party
to this Agreement. The parties further acknowledge that the proceedings with
respect to the Fee Simple Interest shall be conducted openly, fairly and in full
accordance with all applicable laws. Nothing contained in this Agreement shall
entitle Poinciana and/or Sawyer's Walk to compel the CRA to take any action
with respect to Fee Simple Interest.
11. CHALLENGES.
11.1. Challenge. In the event that any person or entity files a
challenge (the "Challenge") with respect to (i) this Settlement Agreement; (ii)
the Restated Poinciana Lease; (iii) the proposed execution of the Restated
Poinciana Lease between the CRA and Sawyer's Walk; (iv) the solicitation of
proposals regarding the Fee Simple Interest; (v) the selection of a proposal
regarding the Fee Simple Interest; (vi) the Proposed TIF Use; or any of the
foregoing, either judicially or administratively prior to the Lease Delivery Date,
and such Challenge is not dismissed within sixty (60) days of filing, or if more
than one Challenge is filed, all Challenges are not dismissed within One
Hundred Twenty (120) days from the filing of the first Challenge, any of the
parties to this Agreement shall have the right to terminate this Agreement by
written notice to the other parties to this Agreement, in which event this
Agreement shall be of no further force and effect and the parties shall be
released from any further obligations under this Agreement, except for the
obligations that expressly survive the termination of this Agreement, unless the
City and the CRA elect to proceed in accordance with Section 2.5 of this
Agreement. In the event of a termination of this Agreement, if the City and the
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CRA elect not to proceed in accordance with Section 2.5, Poinciana, Sawyer's
Walk, the CRA and the City shall not be deemed to have waived any of their
rights, claims or defenses associated with the Poinciana Litigation or the
Sawyer's Walk Litigation.
11.2. No Liability. Poinciana and Sawyer's Walk acknowledge
and agree that the CRA and the City shall have no liability whatsoever to
Poinciana and Sawyer's Walk in connection with any Challenge and Poinciana
and Sawyer's Walk hereby forever waive and release the CRA and the City
from any liability whatsoever, now or hereafter arising in connection with any
Challenge and covenant and agree not to initiate any legal proceedings against
the City and/or the CRA in connection with any Challenges.
11.3. Waiver of Claim. Poinciana and Sawyer's Walk waive any
and all claims which they now have or may hereafter have against the CRA
and/or the City as a result of any Challenge, and Poinciana and Sawyer's Walk
acknowledge and agree to assume the risk of any Challenge to the extent that
they do not elect to terminate this Agreement as provided in Section 11.1 above.
Under no circumstances shall Poinciana or Sawyer's Walk be entitled to any
recovery with respect to any claims or any cause of action against the City or
the CRA resulting from any Challenge, all such claims being expressly waived
by Poinciana and Sawyer's Walk.
12. DEVELOPMENT PLAN.
12.1. Preliminary Development Plans. Sawyer's Walk intends to
construct approximately one thousand fifty (1,050) residential units on the Real
Property (collectively, the "Residential Units") consisting of apartments,
townhouses, lofts, live/work units (i.e., commercial units which are bundled
with a residential unit) {the "Live/Work Units"), which Residential Units will be
constructed in mid -rise structures and high-rise structures and approximately
seventy-five thousand (75,000) square feet of retail and office space
substantially in accordance with the preliminary plans attached hereto as
Exhibit "P" {the "Preliminary Development Plans"). Sawyer's Walk intends
that the Residential Units will be primarily for sale with the possibility of some
rental units with the sales prices initially intended to be within the One
Hundred Thirty Thousand and No/100 Dollars ($130,000.00) to Three Hundred
Thousand and No/100 Dollars ($300,000.00) price range, excluding Live/Work
Units. Sawyer's Walk contemplates completing the Project within five (5) years
from the Effective Date.
12.2. Detailed Development Plan. Within one hundred and
twenty (120) days from the Effective Date, Sawyer's Walk shall submit to the
Executive Director for review and approval a detailed plan for the entire Project
which shall be substantially consistent with the Preliminary Development
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Plans (the "Detailed Development Plans") which shall include, without
limitation, the following: (i) site plan for the entire Project; (ii) a block by block
breakdown of the Project, including, without limitation, the number, type, style
and size of the units to be constructed in each block; (iii) a phasing plan for the
Project; (iv) a project schedule for the overall Project; (v) a project schedule with
respect to each phase of the Project; (vi) a break down of the Affordable Units,
as hereinafter defined, and Subsidized Units, as hereinafter defined, to be
included in each phase of the Project, which shall include a breakdown of the
square footage and unit mix of the Affordable Units and Subsidized Units. The
Detailed Development Plans shall reflect that Phase I, as defined in Section
13.1, includes all of the Reverter Property.
12.3. Approval by CRA. All aspects of the Detailed Development
Plans, including, without limitation, the unit mix, the Project design, the
phasing plan and the proposed project schedule, shall be subject to the approval
of the Executive Director, which approval shall not be unreasonably withheld
provided that the Detailed Development Plans are consistent with the
Preliminary Development Plans, consistent with the proposed amended
redevelopment plan for the CRA Redevelopment Area currently being finalized
for the CRA (the "CRA Development Requirements") and comply with the
requirements regarding the Affordable Units and Subsidized Units. The
parties agree to use reasonable, good faith efforts to agree on the necessary
modifications to the Detailed Development Plans to satisfy the requirements of
the Executive Director. Sawyer's Walk shall provide to the Executive Director
such additional backup information as the Executive Director may reasonably
request to enable the Executive Director to analyze all aspects of the Project,
including but not limited to, the phasing plan, the project schedule for the
entire Project, the project schedule for each phase of the Project, and the
affordable housing component of the Project. The Executive Director shall have
fifteen (15) days after receipt of the Detailed Development Plans to approve
same. In the event of disapproval, the Executive Director shall specify the
specific reasons for such disapproval. In the event of disapproval, Sawyer's
Walk shall modify the Detailed Development Plans, as appropriate, to address
the comments and concerns of the Executive Director and to insure that the
Detailed Development Plans comply with the CRA Development Requirements.
Any resubmission shall be subject to approval by the Executive Director in
accordance with the procedure outlined above for the original submission until
same is approved by the Executive Director. The Executive Director and
Sawyer's Walk shall in good faith attempt to resolve any disputes regarding the
Detailed Development Plans. If the Executive Director has rejected the
Detailed Development Plans three (3) times, Poinciana and Sawyer's Walk may
elect to submit any dispute regarding the approval of the Detailed Development
Plans to the CRA Board for resolution. The Detailed Development Plans, as
approved by the Executive Director, shall mean the "Development Plan".
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12.4. Failure to Respond. In the event the Executive Director
fails to approve or disapprove the Detailed Development Plans within fifteen
(15) days of receipt, such failure to respond shall automatically extend the time
frame for submission of the MUSP Application to the City and the outside date
in Section 19.2 and 20.2 one day for each day of delay until the Executive
Director approves or disapproves the Detailed Development Plans.
12.5. Development Requirements. Sawyer's Walk will be
required to develop the Project substantially in accordance with the
Development Plan. Any variations to the Development Plan shall require the
approval of the Executive Director, which approval shall not be unreasonably
withheld or delayed, provided the same are in accordance with the spirit and
intent of the Development Plan and in accordance with the CRA Development
Requirements. The Development Plan shall be incorporated into the Restated
Poinciana Lease.
12.6. Development Time Frame.
12.6.1. Project Schedule. Sawyer's Walk shall be
required to develop the Project in accordance with the project schedule which is
incorporated into the Development Plan (the "Project Schedule") subject to
extension as a result of Unavoidable Delays, as defined in the Restated
Poinciana Lease.
12.6.2. County Settlement. Sawyer's Walk shall be
required to develop the Reverter Property as part of Phase I of the Project prior
to commencing development on any other portions of the Project.
13. DEVELOPMENT AND FINANCIAL APPROVALS.
13.1. Phase I. Sawyer's Walk and the CRA contemplate that the
first phase of the Project, to be identified by Sawyer's Walk in the Detailed
Development Plans, shall contain approximately four hundred (400) units
("Phase I"). Prior to the Lease Delivery Date, Sawyer's Walk shall submit to
the Executive Director for review and approval, which shall not be
unreasonably withheld, the following:
13.1.1. Budget. A detailed budget reflecting all hard
and soft costs anticipated to be incurred by Sawyer's Walk in connection with
the development of Phase I (the "Phase I Budget").
13.1.2. Plans and Specifications. The proposed plans
and specifications for all units comprising Phase I which shall be completed in
accordance with the Development Plan and MUSP Approval and which shall be
of sufficient detail to apply for a building permit with respect to all units
comprising Phase I (the "Phase I Plans and Specifications").
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13.1.3. Project Team. The names, together with
background information, with respect to all proposed members of the
development team for Phase I (the "Development Team"), including without
limitation, the architect, the structural engineer, the civil engineer, and the
general contractor for Phase I. The Executive Director may withhold approval
with respect to (i) an individual who has committed a material breach or any
material contract with the City and/or the CRA; (ii) has been convicted of any
criminal felony within the immediate preceding ten (10) years; (iii) has a
widespread reputation, as evidenced by newspaper articles or other media
reports of mainstream press which are not subsequently retracted, for
corruption or unlawful business dealings; or (iv) is on any terrorist list.
13.1.4. Construction Contract. The Construction
Contract for Phase I (the "Construction Contract"), together with the "schedule
of values" for Phase I, which shall include the obligation of the general
contractor to comply with the minority participation requirements set forth in
Section 15.2.1 of this Agreement.
13.1.5. Construction Schedule. A detailed schedule for
development and construction of Phase I (the "Phase I Construction Schedule").
13.1.6. Payment and Performance Bonds. The
Payment and Performance Bonds in the amount equal to one hundred percent
(100%) of the hard construction costs for Phase I which shall name the CRA as
a dual obligee. The forms of Payment and Performance Bonds shall be issued
by a surety having a credit rating of "A" or higher with a financial strength of X
or higher (the "Payment and Performance Bonds") and shall be approved by the
Executive Director and the City Attorney.
13.1.7. Minority Participation. Evidence of compliance
with the minority participation goals under Section 15.2.1, 15.2.2 and 15.2.4
with respect to architectural services, construction services and marketing
staff.
13.1.8. Loan Commitment. Sawyer's Walk shall have
provided the Executive Director with a loan commitment from a financial
institution evidencing that Sawyer's Walk has obtained a construction loan
commitment for the development of Phase I (the "Loan Commitment") which
shall be in form and substance acceptable to the Executive Director.
13.1.9. Equity. Sawyer's Walk shall have provided the
Executive Director with evidence reasonably satisfactory to the Executive
Director that Sawyer's Walk has sufficient equity available to meet the equity
requirement of the Loan Commitment.
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14. AFFORDABLE HOUSING.
14.1. Affordable Housing Requirement. Sawyer's Walk shall sell
not less than twenty percent (20%) of the Residential Units comprising the
Project (the "Affordable Units") to: (a) qualified buyers whose gross income is
between 80.01% and 120% of the Miami -Dade County mean income at a
purchase price which will enable the purchaser to have a housing debt ratio of
not greater than thirty-five percent (35%) and a gross income to total debt ratio
of less than forty-five percent (45%) and to a purchaser who has a total net
worth not to exceed Fifty Thousand and no/100 Dollars ($50,000.00) as set forth
in Section 14.9; or (b) to purchasers whose gross income is between 80.01% and
120% of the Miami -Dade County mean income and who qualify for SHIP Funds,
as hereinafter defined, HOME Funds, as hereinafter defined, Surtax Funds, as
hereinafter defined, and/or any similar federal, state or county programs
available for affordable housing, pursuant to the applicable criteria for
whatever loan program is used to finance the acquisition of the unit
(collectively the "Affordable Housing Requirement"). None of the Live/Work
Units shall be Affordable Units; however, the Live/Work Units shall be included
in the total number of Residential Units which is utilized to calculate the
number of Affordable Units that Sawyer's Walk is required to provide. By way
of example, if the Project includes 1050 Residential Units, including 150
Live/Work Units, Sawyer's Walk shall be required to provide 210 Affordable
Units notwithstanding the fact that none of the Live/Work Units shall be
designed as Affordable Units. The Affordable Units which are sold to satisfy
the Affordable Housing Requirement shall be reasonably distributed in each
block comprising a portion of the Project and shall be identified in the Detailed
Development Plans submitted to the CRA for approval and shall be comprised
of a mix virtually identical to the unit mix (based upon the number of
bedrooms, type of units and square footage of the smallest of the market rate
units of that unit type provided that the market rate units comprise not less
than 50% of the unit type of that size) of the respective Residential Units,
excluding the Live/Work Units, which are to be sold at market rates in each
block of the Project and which shall in all other respects be completed with the
same fit and finish as the other units in such block of the Project which are to
be sold at market rates. Sawyer's Walk shall be required to satisfy the
Affordable Housing Requirement notwithstanding the unavailability of
governmental subsidies. Sawyer's Walk acknowledges and agrees that
Sawyer's Walk is required to satisfy the Affordable Housing Requirement
irrespective of Sawyer's Walk's ability to obtain Miami -Dade County surtax
funds ("Surtax Funds"), Community Development Department funds ("HOME
Funds") and/or State Housing Incentive Program ("SHIP Funds"). Sawyer's
Walk further acknowledges that the City and the CRA have made no
representations to Sawyer's Walk regarding the availability of housing subsidy
funds including Surtax Funds, HOME Funds, SHIP Funds or other sources of
funds and Sawyer's Walk assumes the risk as to whether housing subsidies will
28
be available for the Project. Units sold to Overtown Residents, as hereinafter
defined, shall be deemed to comply with the Affordable Housing Requirement.
14.2. Subsidized Units. Sawyer's Walk shall construct fifty (50)
units as part of the Project, comprising a portion of the Affordable Units
included in the Affordable Housing Requirement, comprised of a mix of units
virtually identical to the unit mix (based upon the number of bedrooms, type of
unit, and square footage of the smallest of the market rate units of that unit
type provided that the market rate units comprise not less than 50% of the unit
type of that size) of the respective Residential Units, excluding the Live/Work
Units, which are to be sold at market rates in each block of the Project, which
Subsidized Units are to be conveyed to the CRA, or its designee, upon
completion of construction of the prospective phase of the Project and which
units are to be resold by the CRA, or its designee, to qualified purchasers whose
gross income is not greater than eighty percent (80%) of the Miami -Dade
County median income (the "Subsidized Units") or (b) a purchase price which
qualifies for use of SHIP Funds, HOME Funds, Surtax Funds, and/or any
similar federal, state or County programs available for affordable housing,
pursuant to the applicable criteria for whichever loan program is utilized to
finance the acquisition of the unit. The Subsidized Units conveyed by Sawyer's
\\Talk to the CRA, or its designee, shall be deemed to comprise a portion of the
Affordable Units and shall in all respects be identical to the Affordable Units
and shall in all respects be completed with the same fit and finish as the other
Residential Units in such block of the Project which are to be sold at market
rates.
14.3. Implementation. Sawyer's Walk agrees to (i) engage an
affordable housing consultant, which consultant shall be subject to the approval
of the Executive Director, which approval shall not be unreasonably withheld or
delayed, to assist Sawyer's Walk in implementing a program to comply with the
Affordable Housing Requirement; and (ii) retain a full-time recruiter and loan
processor to identify and qualify potential purchasers of the Affordable Units to
be sold by Sawyer's Walk and Subsidized Units to be sold by the CRA, or its
designee, and implement the program developed by Sawyer's Walk to satisfy
the Affordable Housing Requirement until Sawyer's Walk's obligations
regarding the Affordable Housing Requirements have been satisfied.
14.4. Housing Subsidies. The CRA covenants and agrees to
utilize its good faith efforts to obtain Surtax Funds, HOME Funds, SHIP Funds
and other housing assistance with respect to the Subsidized Units.
14.5. Assistance Program. The CRA agrees to work with the
Collins Center, the Knight Foundation and other not -for -profit organizations to
develop a program to make the Subsidized Units viable.
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14.6. Affordable Units. Sawyer's Walk shall first offer the
Affordable Units to residents of the area of the City of Miami which is more
particularly described in Exhibit "Q", attached hereto and incorporated herein
(the "Overtown Area"), and then to other residents of the City prior to making
the Affordable Units available to other residents of Miami -Dade County.
14.7. Overtown Residents. The CRA, or its designee, shall first
offer the Subsidized Units to existing residents of the Overtown Area and then
to former Overtown Residents, before offering the Subsidized Units to other
residents of the City of Miami.
14.8. Intentionally Deleted.
14.9. Reporting Requirements and Compliance.
14.9.1. Affordable Housing Reports. From and after
the issuance of the first certificate of occupancy for any Residential Unit
comprising a portion of the Project until the satisfaction of the Affordable
Housing Requirement, Sawyer's Walk shall be required to submit to the
Executive Director on an annual basis, phase by phase reports evidencing
compliance with the Affordable Housing Requirement (the "Affordable Housing
Reports"). The Affordable Housing Reports shall consist of a certification to the
CRA from the financial institution that performed the underwriting with
respect to the Affordable Unit which shall include the following:
(A) Purchaser of an Affordable Unit not utilizing SHIP Funds,
HOME Funds or Surtax Funds:
i. certification that the income for the purchaser for the
previous six (6) months is less than the maximum
income threshold.
ii. the total net worth of the purchaser does not exceed Fifty
Thousand and no/100 Dollars ($50,000.00) inclusive of all
gifts.
iii. there are no financial guarantees or other independent
support for the loan.
iv. the purchaser is not the beneficiary of any trust.
v. that the purchase price will enable the purchaser to have
a housing debt ratio of not greater than thirty-five
percent (35%) and a gross income to total debt ratio of
less than forty-five percent (45%).
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(B) Purchaser's utilizing SHIP Funds, HOME Funds and/or
Surtax Funds
i. certification that the income for the purchaser for the
previous six (6) months is less than the maximum
income threshold.
ii. that the purchaser has satisfied the criteria for SHIP
Funds, HOME Funds, Surtax Funds and/or similar
federal, state or county programs available for affordable
housing, as applicable, with respect to the financing of
the acquisition of the unit.
14.9.2. Disputes. To the extent of any disputes
between Sawyer's Walk and the Executive Director with respect to whether the
purchasers of the units meet the applicable requirements of Sections 14.1, 14.2
and this Section 14.9, the dispute will be submitted to arbitration for
resolution, which resolution shall be binding on the parties.
14.10. Penalties for Non -Compliance. To the extent that Sawyer's
Walk fails to comply with the Affordable Housing Requirement on a phase by
phase basis as determined in accordance with Section 14.9 above, then in such
event, Sawyer's Walk shall pay to the CRA, as a penalty for non-compliance
with the Affordable Housing Requirement with respect to each comparable unit
required to bring Sawyer's Walk into compliance, one hundred twenty-five
percent (125%) of the difference between the average sales price that Sawyer's
Walk is currently offering the applicable unit for sale to the general public of
the type unit(s) in question, less the maximum purchase price that a purchaser
earning one hundred percent (100%) of the Miami -Dade County mean income
would be able to pay for such a unit at a purchase price which will enable the
purchaser to have a housing debt ratio of not greater than thirty-five percent
(35%) and a gross income to total debt ratio of less than forty-five percent (45%)
and to a purchaser with a total net worth not to exceed Fifty Thousand and
no/100 Dollars ($50,000.00) as set forth in Section 14.9 (e.g., the average sale
price for a two bedroom unit less the maximum price that a purchaser whose
gross income is one hundred percent (100%) of the Miami -Dade County mean
income would be able to pay for a two bedroom unit at a purchase price which
will enable the purchaser to have a housing debt ratio of not greater than
thirty-five percent (35%) and a gross income to total debt ratio of less than
forty-five percent (45%) and to a purchaser with a total net worth not to exceed
Fifty Thousand and no/100 Dollars ($50,000.00) as set forth in Section 14.9
multiplied by one hundred twenty-five percent (125%)), but in no event less
than Twenty Thousand and No/00 Dollars ($20,000.00) per unit. The penalty
with respect to any phase of the Project shall be due and payable one hundred
31
eighty (180) days after the issuance of a temporary certificate of occupancy for
the last Residential Unit included in the applicable phase.
14.11. Deed Restrictions. All of the Affordable Units, other than
the Subsidized Units, shall be conveyed subject to a deed restriction which will
restrict the ability to sell the units except to a purchaser who meets the
Affordable Housing Requirements of Section 14.1 and 14.9, as applicable, for a
period of ten (10) years from the date of closing of each respective unit (the
"Deed Restriction"). Any violation of the Deed Restriction shall require the
purchaser to pay to the CRA, or its designee, Twenty Thousand and No/100
Dollars ($20,000.00) as a result of the violation of the Deed Restriction. The
CRA agrees to impose the same Deed Restriction, which will restrict the ability
to sell the Subsidized Units except to a purchaser who meets the Affordable
Housing Requirements of Sections 14.2 and 14.9, as applicable, for a period of
ten (10) years from the date of closing of each respective unit. The Deed
Restriction shall provide that any violation of the restriction shall require the
purchaser to pay to the CRA, or its designee, Twenty Thousand and No/100
Dollars ($20,000.00) as a result of the violation of the Deed Restriction.
14.12. Overtown Residents. Sawyer's Walk shall utilize its best
efforts to sell twenty percent (20%) of the units comprising the Project to
residents of the Overtown Area or former residents of the Overtown Area or
their family members (collectively "Overtown Residents") at market rates.
Sawyer's Walk shall utilize real estate professionals as well as community
based organizations such as churches and community development corporations
(collectively "CBO") located within or concentrated on serving the Overtown
Area to identify Overtown Residents. Any Overtown Residents, as certified by
a CBO, or who are otherwise established to the reasonable satisfaction of the
Executive Director to be Overtown Residents based upon school records, birth
records, tax records or other documentation, who purchase a unit shall be
counted as complying with the Affordable Housing Requirement
notwithstanding that the criteria for Affordable Housing has not been complied
with. The provisions of Section 14.11 shall not apply to the sale of any units to
Overtown Residents.
14.13. Prosperity Based Initiative. In connection with the sales
and marketing of the Units, Sawyer's Walk covenants and agrees to utilize its
best efforts to work with African American realtors to reach out and market the
Project to African Americans to relocate to the Overtown community. This
effort shall include the sale of Affordable Units as well as market rate units to
African Americans.
15. MINORITY AND WOMEN'S PARTICIPATION AND EQUAL
EMPLOYMENT OPPORTUNITY.
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15.1. Minority and Women Participation and Equal Opportunity.
Sawyer's Walk agrees that it will:
(i) Take definitive action in the recruitment, advertising and to
attract and retain minority and female contractors and
subcontractors;
(ii) Provide a reasonable opportunity in the recruitment,
advertising and hiring of professionals, contractors and
subcontractors residing within the CRA Redevelopment
Area and within the City of Miami;
(iii) Take reasonable definitive action in retaining employees
regardless of race, color, place of birth, religion, national
origin, sex, age, marital status, veterans and disability
status;
(iv) Maintain equitable principles in the recruitment,
advertising, hiring, upgrading, transfer, layoff, termination,
compensation and all other terms, conditions and privileges
of employment;
(v) Monitor and review all personnel practices to guarantee
that equal opportunities are being provided to all employees
regardless of race, color, place of birth, religion, national
origin, sex, age, marital status, veterans and disability
status;
(vi) Post in conspicuous places, availability to employees and
applicants for employment, notices in a form to be provided
to the Executive Director, setting forth the non-
discrimination clauses of this Section 15.1; and
(vii) In all solicitations and advertisements for employment
placed by or on behalf of Sawyer's Walk, state that all
applicants will receive consideration for employment
without regard to race, creed, color or national origin.
15.2. Participation Requirements.
15.2.1. Construction. Sawyer's Walk agrees to comply
with the following minority and female participation requirements (the
"Minority Participation Requirements") with respect to construction:
28% Black participation
8% Female participation
15% Hispanic participation
15.2.2. Design. Sawyer's Walk agrees to comply with
the following minority and female participation requirements with respect to
design:
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10% Black participation
5% Female participation
10% Hispanic participation
15.2.3. Property Management. Sawyer's Walk agrees
to comply with the following minority and female participation requirements
with respect to property management:
28% Black participation
8% Female participation
15% Hispanic participation
15.2.4. Sales and Marketing. Sawyer's Walk agrees to
comply with the following minority participation requirement with respect to
its sales and marketing staff:
20% Black participation
15.3. Report Requirements. The Restated Poinciana Lease shall
require that Sawyer's Walk provide on an annual basis such documentation as
the Executive Director may reasonable request to evidence compliance with the
Minority Participation Requirements with respect to each of the categories
described in Section 15.2 during the preceding year (the "Minority Participation
Reports") on a phase by phase basis. To the extent of any disputes between
Sawyer's Walk and the Executive Director with respect to the compliance with
the Minority Participation Requirements, the dispute shall be submitted to
arbitration for resolution, which resolution shall be binding upon the parties.
15.4. Penalties for Non -Compliance. To the extent that Sawyer's
Walk fails to comply with the Minority Participation Requirements on a phase
by phase basis in each of the categories described in Section 15.2, Sawyer's
Walk shall pay to the CRA as a penalty Five Thousand and No/100 Dollars
($5,000.00) for each percentage point below the requirements set forth in
Section 15.2.1, 15.2.2, 15.2.3, and 15.2.4 in each respective category Sawyer's
Walk fails to meet the applicable Minority Participation Requirement (the
"Non -Compliance Funds"). The Non -Compliance Funds shall be calculated by
the Executive Director and shall be due within thirty (30) days from the date of
Sawyer's Walk's receipt of written statement from the Executive Director
stating the amount of Non -Compliance Funds due. To the extent of any dispute
between the Executive Director and Sawyer's Walk with respect to compliance
with the Minority Participation Requirements, the dispute shall be submitted
to arbitration for resolution, which resolution shall be binding upon the parties.
The CRA covenants and agrees to utilize any Non -Compliance Funds paid to
CRA pursuant to this Section for a job training program for residents of the
CRA Redevelopment Area.
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15.5. Impossibility to Perform. Sawyer's Walk acknowledges that
the Minority Participation Requirements are mandatory requirements and not
an obligation to utilize best efforts. In the event that Sawyer's Walk, in good
faith, believes that it is impossible to satisfy some or all of the Minority
Participation Requirements for any phase as a result of there not being a
sufficient number of minority and female job candidates available to comply
with the Minority Participation Requirements, Sawyer's Walk may request that
the City Manager reduce the applicable Minority Participation Requirements,
in the applicable category, for that respective phase provided that Sawyer's
Walk is able to provide to the City Manager irrefutable evidence that there was
not a sufficient number of minority and/or female job candidates available to
comply with the applicable Minority Participation Requirements. The decision
of the City Manager shall be binding on Sawyer's Walk and the CRA with
respect to the phase in question.
16. FIRST SOURCE HIRING AGREEMENT. Simultaneously with
the execution of the Restated Poinciana Lease, Sawyer's Walk and the CRA
shall execute a First Source Hiring Agreement in the form of Exhibit "R"
attached hereto (the "First Source Hiring Agreement").
17. EMPLOYMENT TRAINING PROGRAM.
17.1. Construction. Sawyer's Walk, in coordination with the
South Florida Work Force or such similar entity involved in job creation and
training, shall participate in an existing program or establish a "Skills Training
and Employment Program" at or near the Project which shall provide for
training of construction personnel for residents in the CRA Redevelopment
Area and in the City. Sawyer's Walk shall submit the detailed plan for the
Skills Training and Employment Program to the Executive Director for his
review and approval within sixty (60) days from the Effective Date. The
Executive Director shall not unreasonably withhold his consent to the plan for
the Skills Training and Employment Program proposed by Sawyer's Walk
provided that the plan contemplates a training program for advancement of
skills for construction personnel at the Project which shall include, without
limitation, a curriculum for safety, fundamental skills for untrained workers,
advanced skills for trained workers, additional skills for certificates in alternate
trades and management of construction operations. Sawyer's Walk shall be
required to comply with the terms and provisions of the Skills Training and
Employment Program as approved by the Executive Director.
17.2. Property Management. Sawyer's Walk, in coordination with
the South Florida Work Force or such similar entity involved in job creation
and training, shall participate in an existing program or establish a "Property
Management Training and Employment Program" at or near the Project which
shall provide for training of property management personnel for residents in
35
the CRA Redevelopment Area and in the City. Sawyer's Walk shall submit the
detailed plan for the Property Management Training and Employment Program
to the Executive Director for his review and approval within sixty (60) days
from the Effective Date. The Executive Director shall not unreasonably
withhold his consent to the plan for the Property Management Training and
Employment Program proposed by Sawyer's Walk provided that the plan
contemplates a program for participants within the program to advance to more
sophisticated positions within the property management field during the course
of completion and operation of the Project. Sawyer's Walk shall be required to
comply with the terms and provisions of the Property Management Training
and Employment Program as approved by the Executive Director.
17.3. Professionals. Sawyer's Walk shall utilize its best efforts to
employ African American and other minorities to provide professional services
to Sawyer's Walk in connection with the Project, including, without limitation,
lawyers and accountants. Sawyer's Walk shall utilize its best efforts to cause
existing professionals employed by Sawyer's Walk to joint venture with African
Americans and other minorities to expand minority participation in the Project
in connection with the provision of professional services.
18. SALES TRAILER AND MARKETING ACTIVITIES.
18.1. Sales Trailer. The CRA and Sawyer's Walk will enter into a
revocable license agreement (the "Trailer License") which will permit Sawyer's
Walk to maintain a sales trailer and signs on a portion of the Real Property to
be agreed upon between Sawyer's Walk and the Executive Director. The
Trailer License shall be in the form of Exhibit "S" attached hereto and made a
part hereof and shall be cancelable by the CRA at any time upon thirty (30) day
prior written notice to Sawyer's Walk. The Trailer License shall be executed by
Sawyer's Walk and the Executive Director on behalf of the CRA at such time as
Sawyer's Walk has submitted the MUSP Application to the City for approval.
18.2. Marketing. From and after the date that Sawyer's Walk
has submitted the MUSP Application to the City for approval, Sawyer's Walk
may, at its sole cost and expense, (i) place signage on the Real Property at such
locations as the Executive Director may approve; and (ii) engage in marketing
activities for the Project, provided that all such signage and marketing
activities shall comply with all applicable building and zoning codes and
provided the Executive Director has approved all marketing material, which
approval shall not be unreasonably withheld. In the event that this Agreement
is terminated prior to the Lease Delivery Date, Sawyer's Walk shall promptly
remove all signage from the Real Property.
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19. POINCIANA/SAWYER'S WALK CONDITIONS PRECEDENT.
19.1. The obligations of Poinciana and Sawyer's Walk, under the
terms and provisions of this Agreement, are subject to the satisfaction or waiver
by Poinciana and Sawyer's Walk of the following conditions precedent (the
"Poinciana/Sawyer's Walk Conditions Precedent"):
19.1.1. Sawyer's Walk shall have obtained all
approvals required from the County pursuant to the terms of the County
Settlement.
19.1.2. Sawyer's Walk shall have obtained all
approvals required by the County under the terms of the Interlocal Agreement.
19.1.3. Sawyer's Walk shall have obtained the MUSP
Approval which shall be final and not subject to appeal.
19.2. In the event all of the Poinciana/Sawyer's Walk Conditions
Precedent have not been satisfied or waived by Poinciana and Sawyer's Walk
on or before the date specified in Section 19.1 above or, if no date is specified, on
or before March 15, 2006, then Poinciana and Sawyer's Walk may terminate
this Agreement by providing written notice to the CRA and the City on or
before March 15, 2006, in which event Escrow Agent shall return the Deposit to
Poinciana and Sawyer's Walk and this Agreement shall terminate and the
parties shall have no further obligations under the Agreement except for the
obligations which expressly survive the termination of this Agreement unless
the City and the CRA elect to proceed in accordance with Section 2.5 of this
Agreement. In the event of a termination of this Agreement, if the City and the
CRA do not elect to proceed in accordance with Section 2.5, Poinciana, Sawyer's
Walk, the CRA and the City shall not be deemed to have waived any of their
rights, claims or defenses associated with the Poinciana Litigation or the
Sawyer's Walk Litigation.
20. CRA/CITY CONDITIONS PRECEDENT.
20.1. The obligations of the CRA and the City to enter into the
Restated Poinciana Lease and contemplate the transaction contemplated by
this Agreement are subject to the satisfaction or waiver of the following
conditions precedent (the "CRA/City Conditions Precedent"):
20.1.1. The County shall
Walk under the terms of the County Settlement.
20.1.2. The County shall
Walk under the terms of the Interlocal Agreement.
have approved Sawyer's
have approved Sawyer's
37
20.1.3. The Executive Director shall have approved
the Phase I Budget.
20.1.4. The Executive
the Skill Training and Employment Program.
20.1.5. The Executive Director
Director shall have approved
shall have approved
the Property Management Training and Employment Program.
20.1.6. The Executive
the Phase I Plans and Specifications.
20.1.7. The Executive
the Project Team.
Director shall have approved
Director shall have approved
20.1.8. The Executive Director shall have approved
the Construction Contract.
20.1.9. The Executive
the Phase I Construction Schedule.
20.1.10. The Executive
the Payment and Performance Bonds.
Director shall have approved
Director shall have approved
20.1.11. The Executive Director shall have confirmed
compliance with the minority participation goals with respect to construction
for Phase I pursuant to Section 15.2.1.
20.1.12. The Executive Director shall have confirmed
compliance with minority participation goals with respect to architectural
services for Phase I pursuant to Section 15.2.2.
20.1.13. The Executive Director shall have approved
the Loan Commitment.
20.1.14. The Executive Director shall have confirmed
that Sawyer's Walk has sufficient equity to meet the requirements under the
Loan Commitment for the construction of Phase I.
20.1.15. MUSP Approval has been obtained and be final
and not subject to appeal.
20.1.16. The Executive Director shall have approved
the Detailed Development Plans.
38
20.1.17. The Lender under the Loan Commitment is
prepared to close the construction loan with respect to Phase I in accordance
with terms of the Commitment Letter.
20.1.18. The Executive Director shall have confirmed
that partners comprising Sawyer's Walk are the New Sawyer's Walk Partners,
as hereinafter defined.
20.2. In the event the CRA/City Conditions Precedent are not
satisfied or waived by the CRA and the City on or before April 15, 2006, then
the CRA and the City may either (i) terminate this Agreement in which event
Escrow Agent shall return the Deposit to Poinciana and Sawyer's Walk and the
parties shall be released from all further obligations under this Agreement
except for the obligations under this Agreement which expressly survive the
termination of this Agreement or (ii) proceed in accordance with Section 2.5 of
this Agreement. In the event of a termination of this Agreement if the City and
the CRA do not elect to proceed in accordance with Section 2.5, Poinciana,
Sawyer's Walk, the CRA and the City shall not be deemed to have waived any
of their rights, claims or defenses associated with the Poinciana Litigation or
the Sawyer's Walk Litigation.
21. LEASE DELIVERY DATE.
21.1. Closing. The closing of the transaction contemplated by this
Agreement (the "Lease Delivery Date") will occur on or before April 30, 2006,
time being of the essence, provided all the CRA/City Conditions Precedent to
closing have been either satisfied or waived by the CRA and the City. On the
Lease Delivery Date, the following shall occur:
21.1.1. The CRA, the City, Poinciana and Sawyer's
Walk shall execute and deliver the Poinciana Stipulation, the Sawyer's Walk
Stipulation, the Poinciana Order, the Sawyer's Walk Order, the Poinciana
Mutual Release and the Sawyer's Walk Mutual Release.
21.1.2. Poinciana will assign to Sawyer's Walk all of
its right, title and interest in the Poinciana Lease.
21.1.3. The CRA and Sawyer's Walk will execute the
Restated Poinciana Lease.
21.1.4. The CRA and Sawyer's Walk will execute the
First Source Hiring Agreement.
21.2. If the Lease Delivery Date does not occur on or before April
30, 2006, then in such event, the CRA and the City may elect either to (i)
terminate this Agreement in which event the parties shall have no further
39
obligations under this Agreement except the obligations which expressly
survive the termination of this Agreement or (ii) proceed in accordance with
Section 2.5 of this Agreement. In the event of a termination of this Agreement
if the City and the CRA do not elect to proceed in accordance with Section 2.5,
Poinciana, Sawyer's Walk, the CRA and the City shall not be deemed to have
waived any of their rights, claims or defenses associated with the Poinciana
Litigation or the Sawyer's Walk Litigation.
22. ASSIGNMENT OF POINCIANA LEASE. On or before the Lease
Delivery Date, Poinciana shall assign to Sawyer's Walk all of its right, title and
interest under the Poinciana Lease with respect to Phase II and the Sawyer's
Walk Project, which assignment shall be in the form of Exhibit "T" attached
hereto and made a part hereof.
23. ORGANIZATIONAL DOCUMENTS.
23.1. Poinciana. As of the Effective Date, the documents attached
as Exhibit "U" hereto constitute all the existing organizational documents with
respect to Poinciana and all amendments thereto, including, without limitation,
all organizational documents with respect to its general partner, Indian River.
Attached hereto as Exhibit "V" is a list identifying all individuals and entities
having a partnership interest in Poinciana.
23.2. Sawyer's Walk. As of the Effective Date, the documents
attached as Exhibit "W" attached hereto constitute all the existing
organizational documents with respect to Sawyer's Walk and all amendments
thereto, including, without limitation, all organizational documents with
respect to its general partner, Indian River. Attached hereto as Exhibit "X" is a
list identifying all individuals and entities having a partnership interest in
Sawyer's Walk (the '`Existing Sawyer's Walk Partners"). The CRA hereby
approves the transfer of the partnership interest in Sawyer's Walk to the New
Sawyer's Walk Partners, as defined in Section 24. In addition, the New
Sawyer's Walk Partners will be entering into an amended and restated
partnership agreement for Sawyer's Walk in the form of Exhibit "Y' attached
hereto and made a part hereof.
24. ASSIGNMENT OF PARTNERSHIP INTEREST. The CRA
acknowledges that prior to the Lease Delivery Date the Existing Sawyer's Walk
Partners will be assigning ninety five percent (95%) of their partnership
interest in Sawyer's Walk to the persons and entities identified on Exhibit "Z"
attached hereto and made a part hereof (the "New Sawyer's Walk Partners")
with Indian River Investment Communities, Inc. retaining a five percent (5%)
interest. The CRA hereby approves the transfer of the partnership interest in
Sawyer's Walk to the New Sawyer's Walk Partners. No other transfer of the
40
partnership interest in Sawyer's Walk shall be permitted without the approval
of the CRA and the City.
25. REPRESENTATIONS OF CRA AND CITY OF MIAMI.
25.1. The CRA makes the following representations:
25.1.1. The CRA is duly organized and validly existing
under the laws of the State of Florida and has full power and capacity to own
its properties and to carry on its business as presently conducted by the CRA.
25.1.2. The CRA's execution, delivery and performance of
this Agreement have been duly authorized by all necessary legal actions and
does not and shall not conflict with or constitute a default under any indenture,
agreement or instrument to which the CRA is a party or by which the CRA or
CRA's property may be bound or affected, except for such approvals required by
this Agreement.
25.1.3. This Agreement constitutes the valid and binding
obligation of the CRA, enforceable against the CRA, and its successors and
assigns, in accordance with their respective terms, subject to bankruptcy,
insolvency and other similar laws affecting the rights of creditors generally.
25.2. The City makes the following representations:
25.2.1. The City is duly organized Municipal corporation,
validly existing under the laws of the State of Florida and has full power and
capacity to own its properties and to carry on its business as presently
conducted by the City.
25.2.2. The City's execution, delivery and performance of
this Agreement have been duly authorized by all necessary legal actions and
does not and shall not conflict with or constitute a default under any indenture,
agreement or instrument to which the City is a party or by which the City or
City's property may be bound or affected, except for such approvals required by
this Agreement.
25.2.3. This Agreement constitutes the valid and
binding obligation of the City, enforceable against the City, and its successors
and assigns, in accordance with their respective terms, subject to bankruptcy,
insolvency and other similar laws affecting the rights of creditors generally.
26. SAWYER'S WALK AND POINCIANA'S REPRESENTATIONS.
Sawyer's Walk and Poinciana make the following representations to the CRA
and the City as follows:
41
26.1. Sawyer's Walk and Poinciana are limited partnerships duly
organized and validly existing under the laws of the State of Florida, and have
full power and capacity to own their properties, to carry on their business as
presently conducted, and to enter into the transactions contemplated by this
Agreement.
26.2. Sawyer's Walk's and Poinciana's execution, delivery and
performance of this Agreement have been duly authorized by all necessary
partnership actions and does not and shall not conflict with or constitute a
default under any indenture, agreement or instrument to which such entities
are a party or by which they may be bound or affected.
26.3. This Agreement constitutes the valid and binding obligation
of Sawyer's Walk and Poinciana, enforceable against Sawyer's Walk and
Poinciana and their successors and assigns, in accordance with their respective
terms, subject to bankruptcy, insolvency and other similar laws affecting the
rights of creditors generally.
27. DEFAULT.
27.1. In the event of a default by Sawyer's Walk and Poinciana
under this Agreement which is not cured within ten (10) days of written notice
from the City and the CRA, or if there is any material misrepresentation by
Sawyer's Walk and Poinciana contained in this Agreement, without any default
of the CRA and/or the City, the CRA and the City shall, as their sole and
exclusive remedy, be entitled to retain the Deposit, as liquidated damages and
terminate this Agreement in which event the parties shall be released from all
further obligations under this Agreement except for the obligations that
expressly survive the termination unless the CRA and the City elect to proceed
in accordance with Section 2.5 of this Agreement. In the event of a termination
of this Agreement if the City and the CRA do not proceed in accordance with
Section 2.5, Poinciana, Sawyer's Walk, the CRA and the City shall not be
deemed to have waived any of their rights, claims or defenses associated with
the Poinciana Litigation or the Sawyer's Walk Litigation.
27.2. In the event of a default by the CRA and/or the City under
this Agreement which is not cured within thirty (30) days of written notice from
Poinciana and Sawyer's Walk, without any default on the part of Sawyer's
Walk and/or Poinciana, Poinciana and Sawyer's Walk, as their sole and
exclusive remedy, shall be entitled to (i) terminate this Agreement in which
event Escrow Agent shall return the Deposit to Poinciana and Sawyer's Walk
and the parties shall be released from all further obligations under this
Agreement except for the obligations that expressly survive the termination
unless the CRA and the City elect to proceed in accordance with Section 2.5 of
this Agreement; or (ii) pursue the remedy of specific performance. Poinciana
42
and Sawyer's Walk waive any other remedies they may have against the City
and the CRA at law or in equity as a result of a breach of this Agreement. In
the event of a termination of this Agreement, in which event the parties shall
be released from all further obligations under this Agreement except for the
obligations that expressly survive the termination unless the CRA and the City
elect to proceed in accordance with Section 2.5 of this Agreement. In the event
of termination, if the CRA and the City do not proceed in accordance with
Section 2.5 of this Agreement, Poinciana, Sawyer's Walk, the CRA and the City
shall not be deemed to have waived any of their rights, claims or defenses
associated with the Poinciana Litigation or the Sawyer's Walk Litigation.
28. BROKERS. The parties each represent and warrant to the other
that there are no real estate broker(s), salesman (salesmen) or finder(s)
involved in this transaction. If a claim for commissions in connection with this
transaction is made by any broker, salesman or finder claiming to have dealt
through or on behalf of one of the parties hereto ("Indemnitor"), Indemnitor
shall indemnify, defend and hold harmless the other party hereunder
("Indemnitee"), and Indemnitee's officers, directors, agents and representatives,
from and against all liabilities, damages, claims, costs, fees and expenses
whatsoever (including reasonable attorney's fees and court costs at trial and all
appellate levels) with respect to said claim for commissions. Notwithstanding
anything to the contrary contained in this Agreement, the provisions of this
Paragraph shall survive the delivery of the Restated Lease and any termination
of this Agreement.
29. ASSIGNABILITY. Neither Sawyer's Walk or Poinciana shall be
entitled to assign its rights hereunder nor to admit any new partners, investors
or other beneficial owners, except as herein provided, without the prior written
consent of the CRA and the City, and such consent shall not be unreasonably
withheld or delayed.
30. NOTICES. Any notices required or permitted to be given under
this Agreement shall be in writing and shall be deemed to have been given if
delivered by hand, sent by recognized overnight courier (such as Federal
Express) or mailed by certified or registered mail, return receipt requested, in a
postage prepaid envelope, and addressed as follows:
POINCIANA VILLAGE OF MIAMI, LTD.
Ted Weitzel, Poinciana Village
269 NW 7th Street
Miami, Florida 33136
With a copy to:
William Walker, Jr., Esq.
White & Case, LLP
43
200 S. Biscayne Boulevard
4900 First Union Fin. Center
Miami, FL 33131-2352
With a copy to:
CROSSWINDS AT POINCIANA, LLC
Attention: Tirso San Jose
600 Corporate Drive, Suite 102
Ft. Lauderdale, Florida 33334
With a copy to:
I. Barry Blaxberg, Esq.
Blaxberg, Grayson, Kukoff & Segal, P.A.
25 SE Second Avenue, Suite 730
Miami, Florida 33131
SAWYER'S WALK, LTD
Ted Weitzel, Poinciana Village
269 NW 7th Street
Miami, Florida 33136
With a copy to:
William Walker, Jr., Esq.
White & Case, LLP
200 S. Biscayne Boulevard
4900 First Union Fin. Center
Miami, FL 33131-2352
With a copy to:
CROSSWINDS AT POINCIANA, LLC
Attention: Tirso San Jose
600 Corporate Drive, Suite 102
Ft. Lauderdale, Florida 33334
With a copy to:
I. Barry Blaxberg, Esq.
Blaxberg, Grayson, Kukoff & Segal, P.A.
25 SE Second Avenue, Suite 730
Miami, Florida 33131
SOUTHEAST OVERTOWN / PARK WEST
COMMUNITY REDEVELOPMENT AGENCY
Attention: Frank Rollason, Executive Director
49 N.W. 5th Street
44
Suite 100
Miami, FL 33128
With a copy to:
Jorge L. Fernandez, City Attorney
City of Miami
444 SW 2nd Avenue, Suite 945
Miami, Florida 33130
William R. Bloom, Esq.
Holland & Knight, LLP
Suite 3000
701 Brickell Avenue
Miami, FL 33131
James H. Villacorta, Esq.
49 N. W. 5th Street
Suite 100
Miami, FL 33128
CITY OF MIAMI
Attention: Joe Arriola,
Chief Administrator/City Manager — City of Miami
3500 Pan American Drive
Miami, Florida 33133-5595
With a copy to:
Jorge L. Fernandez, City Attorney
City of Miami
444 SW 2nd Avenue, Suite 945
Miami, Florida 33130
With a copy to:
Rafael O. Diaz, Assistant City Attorney
City of Miami
444 SW 2nd Avenue, Suite 945
Miami, Florida 33130
Notices personally delivered or sent by overnight courier shall be deemed
given on the date of delivery and notices mailed in accordance with the
foregoing shall be deemed given upon receipt or the date delivery is refused.
31. ADMINISTRATIVE EXPENSES. Sawyer's Walk covenants and
agrees to reimburse the CRA, on a quarterly basis, for all out of pocket costs
45
and expenses incurred by the CRA from and after the execution of this
Agreement through the completion of construction of the Project and the sale of
the Affordable Units, in connection with overseeing and monitoring the
activities of Sawyer's Walk, pursuant to the terms of this Agreement, and the
documents executed in connection herewith, which costs and expenses shall not
exceed Seventy Five Thousand and No/100 Dollars ($75,000.00) per year. The
CRA shall submit to Sawyer's Walk, evidence of such out of pocket expenses not
more often than quarterly. Sawyer's Walk shall reimburse the CRA for such
expenses within thirty (30) days of receipt of such documentation, subject to the
annual reimbursement limitation of Seventy Five Thousand and No/100 Dollars
($75,000.00) per year. If there is a dispute between Sawyer's Walk and the
Executive Director regarding any such expenses, the dispute shall be submitted
to the City Manager for resolution. The decision of the City Manager shall be
binding on the parties. Any payment not made by Sawyer's Walk within thirty
(30) days of when due shall bear interest at eighteen percent (18%) per annum
until paid.
32. MISCELLANEOUS.
32.1. This Agreement shall be construed and governed in
accordance with the laws of the State of Florida. All of the parties to this
Agreement have participated fully in the negotiation and preparation hereof,
and, accordingly, this Agreement shall not be more strictly construed against
any one of the parties hereto.
32.2. In the event any term or provision of this Agreement is
determined by appropriate judicial authority to be illegal or otherwise invalid,
such provision shall be given its nearest legal meaning or be construed as
deleted as such authority determines, and the remainder of this Agreement
shall be construed to be in full force and effect.
32.3. In the event of any litigation between the parties under this
Agreement, the prevailing party shall be entitled to reasonable attorney's fees
and court costs at all trial and appellate levels.
32.4. In construing this Agreement, the singular shall be held to
include the plural, the plural shall be held to include the singular, the use of
any gender shall be held to include every other and all genders, and captions
and Paragraph headings shall be disregarded.
32.5. All of the exhibits attached to this Agreement are
incorporated in, and made a part of, this Agreement.
32.6. Time shall be of the essence for each and every provision of
this Agreement.
46
32.7. This Agreement may not be recorded in the Public Records
of Miami -Dade County.
33. ESCROW AGENT.
33.1. Escrow Account. All deposits received by Escrow Agent
shall be deposited in such accounts Escrow Agent may select, with any interest
on same to accrue on behalf of Sawyer's Walk, provided however, that if
Sawyer's Walk defaults and such deposits are paid to the CRA and the City,
interest on same, if any, shall be paid to the CRA and the City.
33.2. Duties of Escrow Agent. Escrow Agent undertakes to
perform only such duties as are expressly set forth in this Agreement and no
implied duties or obligations shall be read into this Agreement against Escrow
Agent. Escrow Agent is also the law firm representing the CRA and the City.
In the event of a dispute between the parties, the parties consent to Escrow
Agent continuing to represent the CRA and the City, notwithstanding the fact
that it also shall have the duties provided for in this Agreement.
33.3. Reliance of Escrow Agent on Documents. Escrow Agent
may act in reliance upon any writing or instrument or signature which it, in
good faith, believes to be genuine; may assume the validity and accuracy of any
statement or assertion contained in such a writing or instrument; and may
assume that any person purporting to give any writing, notice, advice, or
instructions in connection with the provisions of this Agreement has been duly
authorized to do so. Escrow Agent shall not be liable in any manner for the
sufficiency or correctness as to form, manner and execution, or validity of any
instrument deposited in escrow, nor as to the identity, authority, or right of any
person executing the same; and its duties under this Agreement shall be
limited to those provided in this Agreement.
33.4. Indemnification of Escrow Agent. Unless Escrow Agent
discharges any of its duties under this Agreement in a grossly negligent
manner or is guilty of willful misconduct with regard to its duties under this
Agreement, the parties shall indemnify Escrow Agent and hold it harmless
from any and all claims, liabilities, losses, actions, suits or proceedings at law
or in equity, or other expenses, fees or charges of any character or nature,
which they may incur or with which they may be threatened by reason of its
acting as Escrow Agent under this Agreement; and in such connection the
parties shall indemnify Escrow Agent against any and all expenses including
reasonable attorneys' fees and the cost of defending any action, suit or
proceedings or resisting any claim in such capacity. The Escrow Agent shall be
vested with a lien on all property deposited under this Agreement for
indemnification, for reasonable attorneys' fees and court costs, for any suit,
interpleader or otherwise, or any other expense, fees or charges of any
47
character or nature, which may be incurred by Escrow Agent in its capacity as
Escrow Agent by reason of disputes arising between the parties to this
Agreement as to the correct interpretation of this Agreement and instructions
given to Escrow Agent under this Agreement, or otherwise, with the right of
Escrow Agent, in its sole discretion, regardless of any instructions, to hold the
property deposited in escrow until and unless said additional expenses, fees and
charges shall be fully paid.
33.5. Interpleader Action in the Event of Dispute. If the parties
shall be in disagreement about the interpretation of this Agreement, or about
their respective rights and obligations, or the propriety of any action
contemplated by Escrow Agent, Escrow Agent may, but shall not be required to,
file an action in interpleader to resolve the disagreement. Escrow Agent shall
be indemnified for all costs and reasonable attorneys' fees in its capacity as
escrow agent in connection with any such interpleader action and shall be fully
protected in suspending all or part of its activities under this Agreement until a
final judgment in the interpleader action is received.
33.6. Consultation with Counsel. Escrow Agent may consult with
counsel of its own choice and shall have full and complete authorization and
protection in accordance with the opinion of such counsel. Escrow Agent shall
otherwise not be liable for any mistakes of fact or errors of judgment, or for any
act or omissions of any kind unless caused by its gross negligence or willful
misconduct.
33.7. Resignation of Escrow Agent. Escrow Agent may resign
upon thirty (30) days' written notice to the CRA and Sawyer's Walk. If a
successor escrow agent is not appointed jointly by Poinciana, Sawyer's Walk,
the City and the CRA within the thirty (30) day period, Escrow Agent may
petition a court of competent jurisdiction to name a successor and upon such
appointment the Escrow Agent shall deliver the Deposit to the successor escrow
agent and be relieved of all further liabilities and obligations as Escrow Agent
hereunder.
34. ENTIRE AGREEMENT. This Agreement constitutes the entire
agreement and understanding between the parties with respect to the subject
matter hereof and there are no other agreements, representations or warranties
other than as set forth herein. This Agreement may not be changed, altered or
modified except by an instrument in writing signed by the party against whom
enforcement of such change would be sought. This Agreement shall be binding
upon the parties hereto and their respective successors and permitted assigns.
48
[SIGNATURE PAGES TO FOLLOW]
49
IN WITNESS hereof the parties have executed this Agreement as of the
date first above written.
CITY OF MIAMI, a Municipal
Corporation of the State of Florida
By:
Joe Arriola, Chief Administrator/City Manager
Date Executed:
ATTEST:
Priscilla A. Thompson, City Clerk
Approved for legal sufficiency
By:
SOUTHEAST OVERTOWN / PARK WEST
COMMUNITY REDEVELOPMENT AGENCY
By:
Frank K. Rollason
Title: Executive Director
ATTEST:
Priscilla A. Thompson,
Clerk of the Board
Approved for legal sufficiency
50
By:
William R. Bloom, Esq.
Holland & Knight LLP,
Special Counsel to CRA
SAWYER'S WALK, LTD., a Florida limited partnership
BY: INDI_AN RIVER INVESTMENT COMMUNITIES, INC., a
Flora corporation, its general partner
By
Nmd H. Weitzel
Title: resident )D
Date Executed: f i
WITNESSES:A Ij 1D ALL p p ri i
Print Name
srink_ aj-
t Name(JA6S \J u-sco-e7rr
POINCIANA VILLAGE OF MIAMI, LTD.,
a Florida limited partnership
BY: INDI RIVER INVESTMENTS OF MIAMI, INC., a
Florii . corporation, its general p. tner
B
Name: d eitzel
Title: President
Date Executed: / ��i7
APPROVED AS TO INSURANCE REQUIREMENTS:
, Risk Management Administrator
Schedule of Exhibits
A. Poinciana Village Legal Description
B. Sawyer's Walk Legal Description
C. Phase II of Poinciana Village Legal Description
D. Restated Poinciana Lease
E. Poinciana Stipulation
F. Sawyer's Walk Stipulation
G. Poinciana Order
H. Sawyer's Walk Order
I. Poinciana Mutual Release
J. Sawyer's Walk Mutual Release
K. Insurance Requirements
L. Reverter Land Legal Description
M. County Settlement Agreement
N. Overtown Project Area
O. Covenant
P. Preliminary Development Plans
Q. Overtown Area
R. First Source Hiring Agreement
S. Trailer License
T. Poinciana Lease Assignment
U. Poinciana Partnership Documents
V. Poinciana Partners
W. Sawyer's Walk Partnership Documents
X. Sawyer's Walk Partners
Y. New Sawyer's Walk Partners
Z. Amended and Restated Partnership Agreement for Sawyer's Walk
52
t .".vttilt'
. -f'tti �3E 'I,YI h'.«Ser-cau. F:i i *c.—�.,.W�. hE_tb �_ea=k�r6.•�a:= '�: ''gad n>4� -{s., _.. _.-�-�+qt
LEGAL DESCRIPTION
POINCIANA VILLAGE PHASE 1
Being a tract or parcel of land containing 1.91852 acres (63,571
Sq. Ft. r out of lots 1 thru 4, lots 11 & 12 and lots 16 thru 70,
block 46 N of "A.L. ltzowlt•,n Subdivision" according to the plat
thereof recorded in plat book B, page 41 of the public records of
D=de County, Florida. Also being a part of lots 1 thru 8 to
include a portion of a 20 foot right of way according to the plat
of George C. Bolles S.Ibdivision thereof recorded in plat book 1,
page 16 of the public records of Dade Co.inty, Florida & being more
particularly described by metes and bounds as follows:
BEGINNING at a point of intersection of the North Right of Way line
of NW 7th Street and the East Right of way line of t;W 3rd Avenue,
said point being 10.00 feet Easterly from tha Southwest corner of
lot 11 of said A.L."Knowlton Subdivision"; thence Northerly along
said East Right of Way of NW 3rd Avenue, a distance of 117.17 feet
to a corner; thence Easterly leaving said East Right of Way of NR
3rd Avenue and parallel with said North Right of Way of :VW 7th
Street, a distance of 130.33 feet to a corner; thence Northerly
perpendicular to said Right of Way of NW 7th Street, a distance of
13.03 feet to a corner; thence Easterly parallel with said Right of
Way of NW 7th Street, a distance of 190.83 feet to a corner; thence
Northerly parallel wit- the Right of way of Ni 2nd Avenue, a
distance of 77.00 feet to a corner; thence Easterly perpendicular
to .said NW 2n, A eau., a distance of 19.0:) feet to a co_ner; then_.
Northerly parallel with said Right of Way of NW 2nd Avenue a
distance of 80.27 feet to a corner, the same being in tha.So):h
Right of Way line of NW 8th Street; thence Easterly ':.long, said
South Right of Way line of NW.8th Street, a distance Of 1 37.49 feet
to d corner, the same being at a point of intersection of said
South Right of Way line of NW 8th Street & the West Right of Say
line of said NW 2-3 Avenue, thence Southerly along said wt.st Right
of Way lips of NW 2nd Avenue, a distance of 287.43 feet to a
corner, the same being at a point of ic.tersection cf said West
Right of•Way line of N.4 2n-9 Avenue and said No_th Right of Way line
of WW 7th Street; thence Westerly along said North Right of Way
line of N4 7th Street, a distance of 477.65 feet to the POINT OF
BEGINNING of the tract herein described coctaini,n3 within these
Metes and Bounds 1 .91 852 acces (83,571 S. Ft,) of lard.
EMI B IT •"/\'
EXHIBIT "B"
SAWYER'S WALK PROJECT
LEGAL DESCRIPTION
Lots 1 through 12, inclusive, Block 45, NORTH CITY OF MIAMI, according to the Plat thereof, as recorded
in Plat Book "B", page 41 of the Public Records of Miami -Dade County, Florida.
Lots 1 through 20, inclusive, Block 55, NORTH CITY OF MIAMI, according to the Plat thereof, as recorded
in Plat Book "B", page 41 of the Public Records of Miami -Dade County, Florida.
Lots 1 through 12, inclusive, Block 56, NORTH CITY OF MIAMI, according to the Plat thereof, as recorded
in Plat Book "B", page 41 of the Public Records of Miami -Dade County, Florida.
EXHIBIT "C"
L!CM. DESCR!Pr10r!
POINCIANA VILLhCt Pt( SE It
Bain; a tract or parcel of land c-oncaining 1.21353 acres
5),713 Sq. rt.) out of lots 4 thru 12 and lore 16 and
17,block 46 N of "A.L. Xnovlton Subdivision " according to
the plat thereof recorded In plat book 3, page 41 of tho
publlo recorde of Dada co3nty, Florida. Also being a part
of lots 6 and 7 to include, a portion ct i 20 foot :tight of
Way according to the plat of dsorge c. Bolles Sub.lvtoicn
thereof recorded in plat Look 1, page, 16 of the, public
records of Dale Coanty, Ploride & b-tng core particularly
described by metes and bounds as folicVe:
tat;dlNNINC et a point of intersection of the net F11ght of
Way Lilts on NW 3r! Avenue and the So,ith Right of Rey line
of NN 4th •Street, said point being 10.03 fest testerly and
12.50 f4at Southerly fr.on the 1r'orthwert corner of tot 10
of (la1d "A.L. Xnovl ton Sutdivtelot'; thenco Easterly
along said south Right of Way line of. Kg dth Street , A
distance oC 340.17 feat to a corners thence Southerly
leaving said South Right of key line of :ir drh Street and
parallel with the West Right of Way lint of 4w 20 Avenue,
a distance of e0.27 fest to s corner; thence Westerly
perpendicular to said Right of Way of NW 2nd ?,venue, a
diatenoe of 19.00 fast to a corn 1 thence Southerly
parallel with said Right of Way of NW 2nd Xvenue, a
aietance of 77.00 feet to a corner; tat...ce Westerly
pera,11s1 with the Right of Ray o: t;N 7th Streets a
dietanct of 130.e3 feet to a corner; trance Southerly
perpendicular to aaid Right of ray of Nx l .h Street, a
dicta:ece of 13.00 feet to acorner; thence Westerly
parallel with slid Right of fray of N): 7th Street, a
distance of 130.33 faet to a corner, the eats being in the
Vast Right of Nay lino of Ku 3rd Av•r .* thence Northerly
along avid taut Right of Key of $W 3:1 Avenue, a distance,
of 170.28 feet tv the, PD/NIT er Df,GSK:t2NG of the tract
her.in dascrlted containing within that* rates & bouhds
1.21353 &Crag (53,733 Sq. Ft.) of lard.
EXHIBIT D
AMENDED AND RESTATED SOUTHEAST OVERTOWN/PARK WEST
LEASE AND DEVELOPMENT AGREEMENT
THIS LEASE (hereinafter referred to as the "Lease"), made this
day of , 200_, by and between SAWYER'S WALK,
LTD., a Florida limited partnership (hereinafter referred to as "Developer"),
and the SOUTHEAST OVERTOWN/PARK WEST COMMUNITY
REDEVELOPMENT AGENCY, a public agency and body corporate created
pursuant to Section 163.356, Florida Statutes (hereinafter referred to as "the
CRA").
RECITALS
A. The Southeast Overtown/Park West Project area was designated
as community redevelopment area (the "CRA Redevelopment Area") by
Miami -Dade County, a political subdivision of the State of Florida (the
"County"). A redevelopment plan was approved by the Commissioners of the
City of Miami, a municipal corporation (the "City") and the Commissioners of
the County with certain redevelopment authority granted by the County to
the City for project implementation. The City invited interested parties to
submit proposals for the development of residential and commercial
structures on properties in the vicinity of the Overtown Transit Station in a
portion of the CRA Redevelopment Area.
B. In response to requests for proposals issued by the City, Indian
River Investments of Miami, Inc., a Florida corporation ("Indian River"),
acting in the capacity of general partner on behalf of Poinciana Village of
Miami, Ltd. ("Poinciana"), was selected as the "developer" with respect to the
development of that certain real property described on Exhibit "A" attached
hereto and made a part hereof (the "Poinciana Village Project"). Indian
Subject to conforming to the terms of the Settlement Agreement within 30
days of the Effective Date of the Settlement Agreement.
River, as general partner on behalf of Poinciana, and the City entered into
that certain Southeast Overtown/Park West Lease and Development
Agreement dated June 15, 1988 (the "Original Lease"), as amended by
Amendment No. 1 dated February 17, 1989 ("Amendment No. 1"), as
amended by Amendment No. 2 dated July 13, 1989 ("Amendment No. 2"), and
as amended by Amendment No. 3 dated January 11, 1990 ("Amendment No.
C. In 1990, the City issued a request for proposals for the
development of Blocks 45, 55, and 56 in the CRA Redevelopment Area which
real property is more particularly described on Exhibit "B" attached hereto
and made a part hereof (the "Sawyer's Walk Project"). Developer submitted a
proposal dated January 18, 1991, and, by City of Miami Resolution No. 91-
509 (the "Sawyer's Walk Resolution"), the City selected Developer as the
developer of the Sawyer's Walk Project, subject to complying with the terms
and conditions of the Sawyer's Walk Resolution.
D. On or about January of 1996, the City transferred authority to
implement projects within the CRA Redevelopment Area to the CRA. The
City conveyed all of its right, title and interest in the Poinciana Village
Project and the Sawyer's Walk Project, together with other lands, to the CRA
by Warranty Deed dated January 9, 1996, and recorded January 17, 1996, in
Official Records Book 17064, at Page 152 of the Public Records of Miami -
Dade County, Florida (the "CRA Warranty Deed"). The City assigned to the
CRA all of the City's right, title and interest with respect to all leases
pertaining to the real property conveyed by the CRA Warranty Deed,
including the Original Lease, by virtue of the Assignment of Leases dated
January 9, 1996, and recorded January 17, 1996 in Official Records Book
17064, at Page 208 of the Public Records of Miami -Dade County, Florida.
2
E. The CRA and Poinciana executed an Amendment dated as of
September 23, 1998, and recorded October 14, 1998, in Official Records Book
18312, at Page 444 of the Public Records of Miami -Dade County, Florida (the
"Poinciana Amendment"), amending certain terms and provisions of the
Original Lease with respect to the Poinciana Village Project (the Original
Lease, as amended by Amendment No. 1, Amendment No. 2, Amendment No.
3, and the Poinciana Amendment, are collectively referred to as the
"Poinciana Lease").
F. Poinciana has developed Phase I of the Poinciana Village
Project, as defined in the Poinciana Lease, consisting of sixty-four (64)
residential condominium units in two (2) buildings of four (4) stories each.
The Poinciana Lease provides that Poinciana is to develop ninety-one (91)
condominium units or rental apartments in a single low-rise building and/or
a single building of ten (10) to twelve (12) floors as a hotel, extended stay
facility, or any combination thereof, containing approximately one hundred
twenty-five (125) guest rooms as Phase II, as defined in the Poinciana Lease,
which is to be developed on that certain real property more particularly
described on Exhibit "C" attached hereto ("Phase II").
G. Disputes have arisen between the CRA and Poinciana with
respect to the development of Phase II and the obligation of the CRA to add
Phase II to the Poinciana Lease as contemplated under the Poinciana Lease.
As a result of these disputes, the CRA filed a complaint for ejectment and
quiet title with respect to Phase II styled Southeast Overtown/Park West
Community Development Agency vs. Poinciana Village of Miami, Ltd., Case
No. 02-06846 CA 9 pending in the Circuit Court in and for Miami -Dade
County, Florida and Poinciana has filed counterclaims against the CRA and
the City in connection with the Poinciana Village Project (collectively the
"Poinciana Litigation").
3
H. Disputes have arisen between the CRA and Developer with
respect to the obligation of the CRA to enter into a lease with Developer with
respect to the Sawyer's Walk Project. The CRA claims that the requirements
of the Sawyer's Walk Resolution have not been satisfied. Developer claims
that the requirements of the Sawyer's Walk Resolution have been satisfied
and that the CRA had agreed to add the Sawyer's Walk Project to the
Poinciana Lease. As a result of these disputes, the City and the CRA filed a
declaratory judgment action styled The City of Miami vs. Sawyer's Walk,
Ltd., Case No. 00-28860 CA 9 in the Circuit Court in and for Miami -Dade
County, Florida and Developer has filed counterclaims against the CRA and
the City in connection with the Sawyer's Walk Project (collectively the
"Sawyer's Walk Litigation").
I. The City, the CRA, Poinciana and Developer have agreed to
settle the Poinciana Litigation and the Sawyer's Walk Litigation, including
without limitation the counterclaims filed in connection therewith, and enter
into this Lease.
J. Poinciana has assigned all of its right, title and interest under
the Poinciana Lease with respect to Phase II and all of its right, title and
interest in the Sawyer's Walk Project to the Developer.
K. Developer and the CRA desire to modify and amend the terms
and provisions of the Poinciana Lease and incorporate the Sawyer's Walk
Project into the Poinciana Lease, as hereinafter provided, in accordance with
the terms of the settlement of the Poinciana Litigation and the Sawyer's
Walk Litigation which settlement was approved by Court Order dated
entered in the Poinciana Litigation and by Court Order
dated entered in the Sawyer's Walk Litigation (the
"Settlement Agreement").
4
NOW THEREFORE, for and in consideration of the foregoing and
other good and valuable consideration, the receipt and sufficiency of which is
hereby acknowledged, the terms and provisions of the Poinciana Lease are
hereby amended and restated in their entirety with respect to Phase II and
amended to include the Sawyer's Walk Project and to read as follows:
ARTICLE I
EXHIBITS AND DEFINITIONS
Section 1.1 Exhibits. Attached hereto and forming a part of this
Lease are the following Exhibits:
Exhibit "A" — Legal Description of Poinciana Project
Exhibit "B" — Legal Description of Sawyer's Walk Project
Exhibit "C" — Legal Description of Phase II of Poinciana Project
Exhibit "D" — Legal Description of Land
Exhibit "E" — Permitted Exceptions
Exhibit "F" — Schedule of Annual Basic Rental
Exhibit "G" — Development Plan
Exhibit "H"" — Revert Parcel Legal Description
Exhibit "I" — County Settlement
Exhibit "J" — Affordable Units
Exhibit "K" — Overtown Area
Exhibit "L" — First Source Hiring Agreement
Exhibit "M" — STE Program
Exhibit "N" — PMTE Program
Exhibit "0" — Overtown Project Area
Section 1.2 Defined Terms. As used herein, the term:
"Acceptable Developer Agreement" has the meaning ascribed to it in
Section 9.1(c)(iv).
5
"Acceptable Developer" means an entity possessing the experience,
qualifications, good reputation, financial resources and adequate personnel
necessary for the proper performance of all of Developer's obligations under
this Lease in a manner consistent with the quality, reputation and economic
viability of the Project, including (without limitation) the obligation of
Annual Base Rental theretofore payable by Developer under this Lease.
"Acceptable Purchaser" has the meaning ascribed to it in
Section 8.3(d).
"Additional Rental" means any and all payments required of Developer
to the CRA by the terms of this Lease other than Rental.
"Affordable Housing Reports" has the meaning ascribed to it in
Section 4.8
"Affordable Housing Requirement" has the meaning ascribed to it in
Section 4.1.
"Affordable Units" has the meaning ascribed to it in Section 4.1.
"Annual Basic Rental" has the meaning ascribed to it in Section 2.8(a).
"Block(s)" means those City Blocks which are comprise the Land which
are identified on the Development Plan.
"CBO" has the meaning ascribed to it in Section 4.11
"Certificate of Completion" has the meaning ascribed to it in
Section 3.10.
"Challenge" has the meaning ascribed to it in Section 22.13
"City" means the City of Miami.
"City Attorney" means the City Attorney for the City of Miami, acting
as general counsel to the CRA.
"Clean Up" has the meaning ascribed to it in Section 20.1.(g).
"Condominium Documents" has the meaning ascribed to it in
Section 7.2.
6
"Condominium Owner" means any person, firm, corporation or other
legal entity using or occupying or entitled to use or occupy the Developer
Improvements upon purchasing a residential unit.
"Construction Budget" shall have the meaning ascribed to it in
Section 3.6.2.
"Construction Contract" has the meaning ascribed to it in
Section 3.6.3.
"Construction Plans" has the meaning ascribed to it in Section 3.6.1.
"Construction Schedule" has the meaning ascribed to it in
Section 3.6.4.
"Costs" has the meaning ascribed to it in Section 20.1(d).
"County Litigation" has the meaning ascribed to it in Section 3.16.1.
"County Settlement" has the meaning ascribed to it in Section 3.16.1
"County" has the meaning ascribed to it in Recital A.
"County" means Miami -Dade County, a political subdivision of the
State of Florida.
"CRA Board" shall mean the Board of Directors of the CRA.
"CRA Redevelopment Area" has the meaning
Recital A.
"CRA" means the Southeast
Redevelopment Agency.
"Default Rate" has the
Section 2.5.
"Developer Improvements" means all improvements constructed on the
Land by Developer pursuant to the Development Plan.
"Developer Utility Easement" has the meaning ascribed to it in the
Section 2.6(b).
"Developer" has the meaning Sawyer's Walk, Ltd., a Florida limited
partnership, and, except as otherwise expressly limited elsewhere in this
meaning
OvertownlPark
ascribed to
it
in
West Community
ascribed to it in subparagraph (b) of
7
Lease, all references to the Developer shall include the successors and
assigns of the Developer.
"Development Plan" has the meaning ascribed to it in Section 3.1.
"Effective Date" means the date this Lease is last executed by
Developer and the CRA.
"Environment" has the meaning ascribed to it in Section 20.1(c).
"Environmental Complaint" has the meaning ascribed to it in
Section 20.5.
"Environmental Laws" has the meaning ascribed to it in
Section 20.1(b).
"Equity Requirement" shall have the meaning ascribed to it in
Section 3.6.7.
"Event of Default" has the meaning ascribed to it in Section 11.1.
"Event of the CRA's Default" has the meaning ascribed to it in
Section 11.3(a).
"Executive Director" means the Executive Director of the CRA.
"Financing Sublease" has the meaning ascribed to it in the definition of
"Sale-Subleaseback Transaction."
"First Source Hiring Agreement" has the meaning ascribed to it in
Section 6.1.
"Hazardous Materials" has the meaning ascribed to it in Section 20.1.
"HOME Funds" has the meaning ascribed to it in Section 4.1.
"Incremental TIF" has the meaning ascribed to it in Section 10.1.
"Indemnified Matters" has the meaning ascribed to it in Section 21.1.
"Inspections" has the meaning ascribed to it in Section 2.11.1.
"Insurance Trustee" has the meaning ascribed to it in Section
13.8(a)(ii).
"Land" means those parcels of real property described on Exhibit "D"
attached hereto and made a part hereof.
8
"Lease" means this Lease which amends and restates, in its entirety,
the Poinciana Lease, and as may be modified from time to time.
"Leased Property" all of the Land leased to Developer pursuant to this
Lease, and all rights and interests appurtenant thereto.
"Leasehold Mortgage" has the meaning ascribed to it in Section 9.1(b).
"Lender Landlord" means a lender, and any successor, assignee,
transferred or designee of such lender, to which, in connection with the
providing of financing to the Developer under this Lease, Developer's
leasehold interest in this Lease has been conveyed and which has thereafter
entered into a Financing Sublease with Developer.
"Lender/Investor" has the meaning ascribed to it Section 9.1(b).
"Lender" shall have the meaning ascribed to it in Section 9.1(b).
"Live/Work Units" means a commercial unit which is sold bundled with
a residential unit.
"Loan Commitment" shall have the meaning ascribed to it in
Section 3.6.7.
"Minority Participation Reports" has the meaning ascribed to it in
Section 5.3.
"Minority Participation Reports" has the meaning ascribed to it in
Section 5.3.
"Minority Participation Requirements" has the meaning ascribed to it
in Section 5.2.
"MUSP" has the meaning ascribed to it in Article 17 of
Ordinance 11000, as amended, of the Zoning Ordinance of the City of Miami,
Florida.
"Non -Compliance Funds" has the meaning ascribed to it in Section 5.4.
"Non -Compliance Fee" has the meaning ascribed to it in Section 3.11.
"Overtown Area" has the meaning ascribed to it in Section 4.5.
"Overtown Project Area" has the meaning ascribed to it in Section 10.1.
"Overtown Residents" has the meaning ascribed to it in Section 4.11.
9
"Owner" has the meaning ascribed to it in Section 8.1(b).
"Payment and Performance Bonds" shall have the meaning ascribed to
it in Section 3.6.5.
"Permitted Exceptions" means those existing title matters which
Developer has accepted as exceptions to the title to all or any portion of the
Leased Property which are described on Exhibit "E" attached hereto.
"Phase" means a portion of the Project to be developed at the same
time by the Developer as identified on the Development Plan.
"Phase I" means the first Phase of the Project as identified on the
Development Plan.
"Phase Project Schedule" has the meaning ascribed to it in Section 3.1.
"Project Schedule" has the meaning ascribed to it in Section 3.1.
"Project" means the improvements to be constructed by Developer
consisting of approximately one thousand fifty (1,050) residential units on the
Real Property (collectively, the "Residential Units"), consisting of apartments,
townhouses, lofts, live/work units (i.e., commercial units which are bundled
with a residential unit) (the "Live/Work Units"), which residential units will
be constructed in mid -rise structures and high-rise structures (individually,
"Residential Unit" and collectively the "Residential Units") and
approximately seventy-five thousand (75,000) square feet of retail and office
space which will be developed in accordance with the Development Plan.
"PTME Program" has the meaning ascribed to it in Section 6.3.
"Public Charges" has the meaning ascribed to it in Section 2.9.
"Reconstruction Work" has the meaning ascribed to it in
Section 13.8(b).
"Related Parties" has the meaning ascribed to it in Section 20.2.
"Release" has the meaning ascribed to it in Section 20.1(e).
"Rent Commencement Date" has the meaning ascribed to it in
Section 2.8.
10
"Rental Year" means a calendar year consisting of twelve (12)
consecutive calendar months beginning on January 1st and ending on
December 31st of each year of this Lease. The first Rental Year during the
term of this Lease shall commence on the Lease Commencement Date and
end on December 31st of the same calendar year. Any portion of the term
remaining after the end of the last full Rental Year constitutes the final
Rental Year, and Rental shall be apportioned therefor.
"Rental" has the meaning ascribed to it in Section 2.8(a).
"Restrictive Covenants" has the meaning ascribed to it in Section 2.5.
"Reverter Property" has the meaning ascribed to it in Section 3.16.1.
"Sale-Subleaseback Transaction" means Developer's sale to a
Lender/Landlord of all or a substantial portion of Developer's interest in this
Lease, and the subsequent execution of a sublease ("Financing Sublease")
between Lender/Landlord and Developer.
"Section," "subsection," "paragraph," "subparagraph," "clause," or
"subclause" followed by a number or letter means the section, subsection,
paragraph, subparagraph, clause or subclause of this Lease so designated.
"Settlement Payment" means the amounts paid by Developer to
Poinciana and the former past partners of Developer to resolve the Poinciana
Village Litigation and the Sawyer's Walk Litigation pursuant to that
Agreement to Form Limited Partnership dated April 21, 2003, as amended,
which amount shall not exceed Six Million Five Hundred Thousand and
No/100 Dollars ($6,500,000.00), which was to be paid as follows: (i) an initial
payment of Four Million, Four Hundred Thousand and 00/100 Dollars
($4,400,000.00) upon the execution of this Lease (the "Initial Settlement
Payment") and (ii) four (4) annual payments of Five Hundred Twenty-five
Thousand and 00/100 Dollars ($525,000.00), which payments shall commence
one (1) year from the Initial Settlement Payment.
"SHIP Funds" has the meaning ascribed to it in Section 4.1.
"STE Program" has the meaning ascribed to it in Section 6.2.
11
"Sublease" means any lease, sublease, license or other agreement by
which Developer or any person or other entity claiming under Developer
(including, without limitation, a subtenant or sublicensee) demises, leases,
subleases, licenses or sublicenses to or permits the use or occupancy by
another person or entity of any part of the Leased Property and Developer
Improvements.
"Subsidized Units" has the meaning ascribed to it in Section 4.2.
"Subsidized Units Restriction" has the meaning ascribed to it in
Section 4.2.
"Subtenant" means any person, firm, corporation or other legal entity
using or occupying or entitled to use or occupy any part of the Leased
Property or the Developer Improvements under a Sublease.
"Surtax Funds" has the meaning ascribed to it in Section 4.1.
"Term" has the meaning ascribed to it in Section 2.3.
"Termination Date" has the meaning ascribed to it in Section 2.3.
"Threat of Release" has the meaning ascribed to it in Section 20.1(f).
"Transfer" has the meaning ascribed to it in Section 8.1(a).
"Unavoidable Delay" has the meaning ascribed to it in Section 11.4.
"WASA" has the meaning ascribed to it in Section 3.13.
ARTICLE II
GENERAL TERMS OF LEASE OF LEASED PROPERTY
Section 2.1 Lease of Leased Property to Developer. Subject to the
conditions set forth in this Lease, to the payment of Rental provided herein,
and the performance of the parties hereto of the duties and obligations on the
part of each to be performed hereunder:
Section 2.2 Premises. The CRA demises and leases to Developer, and
Developer takes and hires from the CRA, all of the Leased Property, subject
to the Permitted Exceptions and the restrictions, conditions, covenants and
12
easements hereinafter mentioned, reserved or granted, for the construction of
Developer Improvements.
Section 2.3 Term. To have and to hold the Leased Property for a term
of years (the "Term") commencing on the Effective Date of this Lease and
termination on July 14, 2087 (the "Termination Date"), unless sooner
terminated as herein provided.
Section 2.4 Possession of Leased Property. The CRA shall deliver
possession of the Leased Property to Developer, and Developer shall take
immediate possession thereof upon the Effective Date of this Lease.
Section 2.5 Restrictive Covenants. The restrictive covenants
contained in this Section 2.5 (the "Restrictive Covenants") are intended and
designed to bind the Developer and the CRA, and their respective successors
and assigns, and bind upon and run with the Leased Property throughout the
entire term of this Lease, including any new lease executed pursuant to the
provisions of Section 9.1(c)(ix). The Developer and the CRA recognize,
however, that the development and operation of the Leased Property and the
Developer Improvements in a manner which is in the best interests of both
parties may from time to time require the confirmation, clarification,
amplification, or elaboration of this Lease in order to deal adequately with
circumstances which may not now be foreseen or anticipated by the parties.
The parties reserve unto themselves the right to enter into such interpretive,
implementing or confirmatory agreements from time to time as they may
deem necessary or desirable for any such purpose without obtaining the
consent or approval of any person or entity not a party to this Lease except as
may be expressly otherwise provided in this Lease or by law:
(a) Use Prohibitions of the Leased Property. The Leased
Property shall not be used for the following:
(i) Any unlawful or illegal business, use or purpose, or
for any business, use or purpose which is immoral or disreputable (including,
without limitation, "adult entertainment establishments") or extra-
13
hazardous, or in such manner as to constitute a nuisance of any kind (public
or private), or for any purpose or in any way in violation of the certificates of
occupancy, the MUSP or other similar approvals of applicable governmental
authorities, or the Development Plan, as same may be amended from time to
time, pursuant to the terms of this Lease.
(b) No Discrimination. No covenant, lease, agreement,
conveyance or other instrument shall be affected or executed by Developer, or
any of its successors or assigns, whereby the Leased Property or any portion
thereof is restricted by Developer, or any successor in interest, upon the basis
of race, color, religion, sex, national origin or handicap in the sale, lease, use
or occupancy thereof. Developer will comply with all applicable state and
local laws, in effect from time to time, prohibiting discrimination or
segregation by reason of race, color, religion, sex, national origin or handicap
in the sale, lease or occupancy of the Leased Property.
(c) Permitted Uses for Leased Property. The only uses
permitted on the Leased Property are residential, supporting commercial and
general commercial to be developed on the Leased Property pursuant to the
terms of the Development Plan, as same may be amended from time to time,
and which are consistent with the governmental approvals and the MUSP.
(d) Enforceability. It is intended and agreed hereby that the
restrictive covenants contained in this Section 2.5 shall be binding upon the
CRA and the Developer, their successors and assigns, and shall constitute
covenants running with the land for the Term of this Lease, and shall be for
the benefit and in favor of, and enforceable by the CRA.
Section 2.6 Easements. The following easements presently exist or
are hereby granted:
(a) Existing Easements. There are no existing easements on
the Leased Property except for those which have previously been accepted by
the Developer as Permitted Exceptions.
14
(b) Easements Granted to Developer. The CRA grants unto
Developer, its successors and assigns the non-exclusive right and easement
(the "Developer Utility Easement") to install, maintain, repair and replace
utility facilities such as water, gas, electric, and telephone lines and storm
and sanitary sewers underground within portions of the Leased Property, in
such locations which are consistent with the Development Plan and which
locations are approved by the Executive Director from time to time, which
approval shall not be unreasonably withheld; and
(c) Limitations on Easement Rights. The rights and
easements granted or reserved in Section 2.6(b) shall be limited as follows,
however, no provision stated herein shall add to or detract from any existing
easement presently encumbering the Leased Property, as identified on the
Permitted Exceptions, by any other governmental entity or service district:
(i) The Developer or other party having the benefit of
any such easements (1) shall carry on any construction, maintenance or
repair activity with diligence and dispatch and shall use its diligent efforts to
complete the same in the shortest time possible under the circumstances, and
(2) shall not carry on any construction, maintenance or repair activity in the
easement area in such manner as to unreasonably interfere with the use and
enjoyment of the servient tenement, and will carry on such activities in such
a manner as not to unreasonably interfere with business or businesses then
being conducted in the Developer Improvements or on the Leased Property by
Developer or its Subtenants or Condominium Owners.
(ii) Except in the event of emergency, the party having
the benefit of such easement shall not carry on any construction,
replacement, maintenance or repair activity at any time in such easement
area until notifying the Executive Director of its intention to do so.
(iii) Promptly upon the completion of any such
construction, repair or maintenance activity, the Developer or other party
having the benefit of such easement shall, at its expense, restore the surface
15
of the easement area as nearly as possible to its former condition and
appearance.
(d) Duration of Easements. Unless a shorter term is
provided, each of the rights and easements granted or reserved in Section
2.6(b) shall be for the Term of this Lease.
(e) Confirmatory Instruments. Each party covenants and
agrees that from time to time at the request of the other party, it shall
execute and deliver such additional documents or instruments confirming the
rights and easements granted and reserved in this Section 2.6 or more
precisely fixing their location as such requesting party shall deem to be
necessary or desirable.
Section 2.7 Title to Leased Property. The CRA represents, covenants
and warrants that it has good and marketable fee simple title to the Leased
Property and all of the improvements thereon, which title is free and clear
from all covenants, easements, liens, clouds of title or other exceptions except
for the Permitted Exceptions. Developer acknowledges that as of the
Effective Date of this Lease the condition of title to the Leased Property is
acceptable to Developer and Developer waives any right to object to same.
Section 2.8 Rental. The Rental Commencement Date shall be the
Effective Date of this Lease (the "Rent Commencement Date").
Simultaneously with the execution of this Lease, Developer shall pay to the
CRA as Rental, the amount defined in Section 2.8(a) below.
(a) Rentals Payable. Developer covenants and agrees to pay
the CRA during the Term, as rental ("Rental") for the Leased Property an
"Annual Basic Rental" as set forth in Exhibit "F" attached hereto, and to
construct and convey to the CRA to Subsidized Units. Developer shall receive
a credit against the Rental equal to the Settlement Payment actually made
by Developer.
(b) Payment of Rental. Annual Basic Rental shall commence
on the Rent Commencement Date. Simultaneously with the execution of this
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Lease, Developer shall pay to the CRA Four Million Four Hundred Thousand
and No/100 Dollars ($4,400,000.00) representing the Annual Basic Rental for
the first Lease Year Developer shall receive a credit against such payment in
the amount of the Initial Settlement Payment. Thereafter, Annual Basic
Rental shall be paid annually in advance commencing on the second day of
January in the year succeeding the end of the first Rental Year and shall be
paid to the CRA at 49 N.W. Fifth Street, Suite 100, Miami, Florida 33128, or
at such other place as the Executive Director shall designate from time to
time in a notice given pursuant to the provisions of Section 22.5 in the
amount specified on Exhibit F. Any Rental payment not made within ten
(10) days of when due shall be subject to a late fee in the amount of five
percent (5%) of the applicable payment (the "Late Fee"). In addition, any
payment not made within ten (10) days of when due shall automatically
accrue interest at a rate equal to five percent (5%) above that rate charged by
the Citibank, N.A. of New York, generally referred to as its prime rate
("Default Rate") from the date that payment was due until paid. Annual
Basic Rental applicable for the balance of the calendar year from the Rent
Commencement Date until the end of the first year shall be due within ten
(10) days of the Effective Date.
(c) Sales and Use Tax. In addition to the Annual Basic
Rental, Developer shall pay all sales and/or use taxes due with respect to any
Rental paid pursuant to this Lease.
(d) Rental shall include the obligation of the Developer to
develop the Subsidized Units and convey same to the CRA, or its designee,
free and clear of all liens and encumbrances other than the Permitted
Exceptions, the Condominium Documents, and any easements created by
Developer in connection with the construction of the Project and the
Subsidized Unit Restriction, upon completion of construction of each Phase of
the Project, within thirty (30) days of the issuance of a temporary certificate
17
of occupancy for each such Subsidized Unit until Developer has conveyed to
the CRA, or its designee all of the Subsidized Units.
Section 2.9 Covenants for Payment of Public Charges by Developer.
Developer, in addition to the Rental, covenants and agrees to pay and
discharge, before any fine, penalty, interest or cost may be added to amounts
which have become delinquent, all applicable real and personal property
taxes, all applicable ad valorem real property taxes, all special assessments,
all taxes on rentals payable hereunder and under subleases, public
assessments and other public charges, including, but not limited to, electric,
water and sewer rents, rates and charges (all such taxes, public assessments
and other public charges being hereinafter referred to as "Public Charges")
levied, assessed or imposed by any public authority against the Leased
Property, including fee simple title to the Land, all Developer Improvements
and any other improvements on the Leased Property in the same manner and
to the same extent as if the same, together with all improvements thereon,
were owned in fee simple by Developer; provided, that Developer's obligation
to pay and discharge Public Charges levied, assessed or imposed against or
with respect to the Leased Property shall not commence until the Rent
Commencement Date. Notwithstanding the provisions of this Section 2.9,
Developer shall have the right to contest the amount or validity, in whole or
in part, of any Public Charges by appropriate proceedings. The CRA agrees
to consent to and/or formally join in any such proceedings to the extent it may
be allowed by law, if such consent and/or joiner be required by law for the
prosecution thereof. Developer shall pay all charges for metered water, sewer
service charges and other fees or charges lawfully imposed by any public
authority upon or in connection with the Leased Property prior to becoming
delinquent.
Developer, upon written request, shall, within thirty (30) days of
such request, furnish or cause to be furnished to the Executive Director,
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official receipts of the appropriate taxing authority, or other proof satisfactory
to the Executive Director evidencing the payment of all Public Charges.
Section 2.10 Approvals and Consents. Wherever in this Lease the
approval or consent of any party is required, it is understood and agreed that
such approval or consent will not be unreasonably withheld or delayed,
except if expressly provided to the contrary.
Section 2.11 Condition of Leased Property.
2.11.1 Inspection. The Developer has inspected the physical
condition, matters of zoning, title, survey and all other matters with respect
to the Leased Property, including, without limitation, environmental matters
(collectively the "Inspections") and has determined that the Leased Property
is acceptable to Developer.
2.11.2 Acceptance of Leased Property. The Developer hereby
acknowledges that it has had adequate opportunity to review and inspect all
portions of the Leased Property, including, without limitation, the
environmental condition of the Leased Property and, based upon its
Inspections, the Developer has determined that the condition of all portions
of the Leased Property are satisfactory to Developer and Developer accepts
every portion of the Leased Property in its "AS IS, WHERE IS, WITH ALL
FAULTS" condition.
2.11.3 Disclaimer of Representations by CRA. The Developer
hereby expressly acknowledges and agrees that in connection with the
execution of this Lease:
(a) The CRA has made no warranty or representation
whatsoever as to the condition or suitability of any portion of the Leased
Property for development in accordance with the provisions of the
Development Plan.
(b) The CRA has made no warranty, express or implied, with
regard to the accuracy of any information furnished to the Developer, and the
19
CRA shall not be bound by any statement of any broker, employee, agent or
other representative of the CRA.
(c) The CRA has made no representations, warranties or
promises to the Developer not explicitly set forth in this Lease.
(d) The CRA has made no representations or warranties,
express or implied, with regard to the neighborhood, that the CRA
Redevelopment Area will be developed, or as to the precise type or quality of
improvements that will be constructed within the CRA Redevelopment Area
or the timing thereof.
(e) The CRA has made no representation or warranty,
express or implied, concerning any portion of the Leased Property, their
condition or other things or matters directly or indirectly relating thereto or
hereto, including, without limitation, no warranty as to merchantability or
fitness for any particular purpose or relating to the absence of latent or other
defects.
ARTICLE III
CONSTRUCTION OF IMPROVEMENTS
Section 3.1 Development Plan. Developer intends to construct
approximately one thousand fifty (1,050) residential units on the Leased
Property, consisting of apartments, townhouses, lofts, and Live/Work Units,
which units will be constructed in mid -rise and high-rise structures
(individually "Residential Unit" and collectively the "Residential Units") and
approximately seventy-five thousand (75,000) square feet of retail and office
space, in accordance with the detailed development plan for the Project which
has been prepared by Developer and approved by the CRA, a copy of which is
attached hereto as Exhibit "G" (the "Development Plan"). The Development
Plan includes (1) the site plan for the entire Project; (2) the Block by Block
breakdown of the Project, including without limitation, the number, type,
style and size of units to be constructed in each Block; (3) the Phasing Plan
for the Project, including the number, type, style and size of units to be
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included in each Phase; (4) the Project schedule for the overall Project (the
"Project Schedule"); (5) the Project schedule with respect to each Phase (the
"Phase Project Schedule"); (6) a break down of the Affordable Units, as
hereinafter defined, and Subsidized Units, as hereinafter defined, to be
included in each phase of the Project, which shall include a breakdown of the
square footage and unit mix of the Affordable Units and Subsidized Units.
Section 3.2 Conformity of Plans. Any and all construction plans and
all work by Developer with respect to the Leased Property and the
construction of the Developer Improvements shall be in strict conformity with
the Development Plan, the terms and provisions of this Lease, all applicable
governmental approvals, the MUSP, the Miami Charter and Code, applicable
building codes, and all other applicable state, county and local laws and
regulations.
Section 3.3 Amendment to Development Plan. Any and all
amendments to the Development Plan shall be submitted to the Executive
Director for review and approval. The Developer shall provide to the
Executive Director such additional backup information as the Executive
Director may reasonably request to enable the Executive Director to analyze
and approve the amendment to the Development Plan. The Executive
Director shall have fifteen (15) days from the receipt of the proposed
amendment to the Development Plan to review and approve or disapprove
same. The failure of the Executive Director to respond within the fifteen (15)
day period shall be deemed denial. The Executive Director may approve all
proposed amendments to the Development Plan which are less than five
percent (5%) provided same do not change the overall character of the Project
(i.e. an increase or decrease in the number of units by up to five percent (5%)
or an increase or decrease in the square footage of the Project by up to five
percent (5%) which changes do not substantially change the character or site
plan for the Project). Any changes in excess of five percent (5%) shall be
submitted to the CRA Board for approval, in which event CRA shall have
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ninety (90) days from the receipt of the proposed amendment to the
Development Plan to take CRA Board action. The failure of the CRA Board
to take action within ninety (90) days shall be deemed denial of the requested
change to the Development Plan.
Section 3.4 Project Schedule. Developer shall construct the
Development Improvements in accordance with the terms of the Project
Schedule, as extended as a result of Unavoidable Delays.
Section 3.5 Extensions of Project Schedule. Any and all amendments
to the Project Schedule, including those occurring as a result of Unavoidable
Delays, shall be submitted to the Executive Director for review and approval.
The Developer shall provide to the Executive Director such additional back-
up information as the Executive Director may reasonably require to enable
the Executive Director to analyze the request for an extension to the Project
Schedule. Any proposed extension to the Project Schedule, other than as a
result of Unavoidable Delays, shall be submitted to the CRA Board for
approval, which approval may be granted or denied in the sole discretion of
the CRA Board.
Section 3.6 Requirements to be Satisfied Prior to the Development of
each Phase. Prior to Developer commencing construction of the Developer
Improvements with respect to each Phase of the Project, Developer shall
comply with each of the following requirements with respect to such Phase:
3.6.1 Construction Plans. For purposes of this Lease, with
respect to each Phase, the "Construction Plans" shall consist of final working
drawings and specifications, including without limitation, the following
information:
a. Final site plan for the Phase;
b. Floor by floor layouts of each building included in
the Phase;
c. Exterior elevations of each building included in the
Phase; and
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d. Final landscape plan for the Phase.
With respect to each Phase, Developer shall submit to the
Executive Director three (3) sets of the Construction Plans for review and
approval. The Executive Director shall have fifteen (15) days from receipt of
the Construction Plans to notify Developer of its approval or disapproval,
setting forth in detail its reasons for any disapproval. The Executive
Director's right to disapprove the Construction Plans submitted shall be
limited to matters depicted on the Construction Plans which: (i) do not
conform to the Development Plan, as same may be amended; (ii) do not
conform to previously approved Construction Plans; or (iii) are in violation of
this Lease or of governmental ordinances, codes, plans or regulations. If no
response from the Executive Director is delivered to the Developer within
fifteen (15) days after the submission of such Construction Plans, or any
resubmission thereof as hereinafter provided, the Construction Plans shall be
deemed approved, except that no violations of applicable laws, ordinances,
codes, regulations of this Lease shall be deemed waived thereby. In the event
of disapproval, Developer shall promptly resubmit the Construction Plans to
the Executive Director, altered to address and/or satisfy the grounds for
disapproval. Any resubmission shall be subject to the review and approval by
the Executive Director in accordance with the procedures outlined herein for
the original submission until same have been approved by the Executive
Director. The Executive Director and the Developer shall in good faith
attempt to resolve any disputes regarding the Construction Plans. No
approval by the Executive Director of any Construction Plans, pursuant to
this Section, shall relieve the Developer of any obligation it may have
pursuant to applicable law to file such Construction Plans with any
department of the City or any other governmental authority having
jurisdiction or to obtain a building or other permit or approval required by
applicable law. The Developer acknowledges that the approval given by the
Executive Director, pursuant to this Section, shall not constitute an opinion
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or agreement by the CRA that the Construction Plans are structurally
sufficient or in compliance with any laws, codes, or other applicable
regulations and no such approval shall impose any liability on or waive any
rights of the CRA. The Developer agrees that it shall provide to the CRA
copies of all plans and specifications used in the construction of the Developer
Improvements upon completion of each Phase of the Project. Developer
agrees to use its diligent efforts to obtain the consent of the Leasehold
Mortgagee for the vesting in the CRA of all rights, title and interest in the
Construction Plans if this Lease is terminated by reason of an Event of
Default.
3.6.2 Phase Construction Budget. Developer shall submit to
the Executive Director for its review and approval, a detailed budget
reflecting all hard and soft costs anticipated to be incurred by Developer in
connection with the development of the respective Phase (the "Construction
Budget"). The Developer shall provide to the Executive Director such
additional backup information as the Executive Director may reasonably
request to enable the Executive Director to analyze the Construction Budget.
The Executive Director shall have fifteen (15) days after receipt of the
Construction Budget to approve same, which approval shall not be
unreasonably withheld. If no response from the Executive Director is
delivered to the Developer within fifteen (15) days after submission of the
Construction Budget, same shall be deemed approved. In the event of
disapproval, the Executive Director shall specify the specific reasons for such
disapproval. In the event of disapproval, the Developer shall resubmit the
Construction Budget to the Executive Director, amended to address and/or
satisfy the grounds for disapproval specified by the Executive Director. Any
resubmission shall be subject to agreement and approval by the Executive
Director in accordance with the procedure outlined above for the original
submission until same is approved by the Executive Director. The Executive
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Director and Developer shall in good faith attempt to resolve any disputes
regarding the Construction Budget.
3.6.3 Construction Contract. Developer shall submit to the
Executive Director for its review and approval the construction contract for
the respective Phase (the "Construction Contract"), which shall include the
schedule of values for the Phase and the obligation of the general contractor
to comply with the minority participation requirements set forth in Section
5.2.1 of this Lease. The Developer shall provide to the Executive Director
such additional backup information as the Executive Director may
reasonably request to enable the Executive Director to analyze and approve
the Construction Contract. The Executive Director shall have fifteen (15)
days after receipt of the Construction Contract to approve same, which
approval shall not be unreasonably withheld. The Executive Director shall
approve any Construction Contract that is substantially similar in form to
the Construction Contract for Phase I, which has been approved by the
Executive Director. If no response from the Executive Director is delivered to
the Developer within fifteen (15) days after submission of the Construction
Contract, same shall be deemed approved. In the event of disapproval, the
Executive Director shall specify the specific reasons for such disapproval. In
the event of disapproval, the Developer shall resubmit the Construction
Contract to the Executive Director, revised to address and/or satisfy the
grounds for disapproval specified by the Executive Director. Any
resubmission shall be subject to agreement and approval by the Executive
Director in accordance with the procedure outlined above for the original
submission until same is approved by the Executive Director. The Executive
Director and Developer shall in good faith attempt to resolve any disputes
regarding the Construction Contract.
3.6.4 Construction Schedule. Developer shall submit to the
Executive Director for its review and approval the specific schedule for
development of each Phase (the "Construction Schedule"). The Developer
25
shall provide to the Executive Director such additional backup information as
the Executive Director may reasonably request to enable the Executive
Director to analyze the Construction Schedule. The Executive Director shall
have fifteen (15) days after receipt of the Construction Schedule to approve
same, which approval shall not be unreasonably withheld. If no response
from the Executive Director is delivered to the Developer within fifteen (15)
days after submission of the Construction Schedule, same shall be deemed
approved. The Executive Director's right to disapprove the Construction
Schedule shall be limited to matters which do not conform with the Project
Schedule. In the event of disapproval, the Executive Director shall specify
the specific reasons for such disapproval. In the event of disapproval, the
Developer shall resubmit the Construction Schedule to the Executive
Director, altered to address and/or satisfy the grounds for disapproval
specified by the Executive Director. Any resubmission shall be subject to
agreement and approval by the Executive Director in accordance with the
procedure outlined above for the original submission until same is approved
by the Executive Director. The Executive Director and Developer shall in
good faith attempt to resolve any disputes regarding the Construction
Schedule.
3.6.5 Payment and Performance Bond. Developer shall submit
to the Executive Director and the City Attorney payment and performance
bonds in an amount equal to one hundred percent (100%) of the hard
construction costs for the respective Phase which shall name the CRA as a
dual obligee (the "Payment and Performance Bonds"). The form of the
Payment and Performance Bonds shall be subject to the review and approval
of the Executive Director and the City Attorney. The Developer shall provide
to the Executive Director and the City Attorney such additional backup
information as the Executive Director and the City Attorney may reasonably
request to enable the Executive Director and the City Attorney to analyze the
Payment and Performance Bonds. The Executive Director and the City
26
Attorney shall have fifteen (15) days after receipt of the Payment and
Performance Bonds to approve same, which approval shall not be
unreasonably withheld. The Executive Director and the City Attorney shall
approve the Payment and Performance Bonds, provided that same are issued
by a surety having a credit rating of "A" or higher with a financial strength of
"X" or higher utilizing the same bond form approved for Phase I. If no
response from the Executive Director and the City Attorney is delivered to
the Developer within fifteen (15) days after submission of the Payment and
Performance Bonds, same shall be deemed approved. In the event of
disapproval, the Developer shall resubmit the Payment and Performance
Bond to the Executive Director and the City Attorney, altered to address
and/or satisfy the grounds for disapproval specified by the Executive Director
and the City Attorney. Any resubmission shall be subject to approval by the
Executive Director and the City Attorney in accordance with the procedure
outlined above for the original submission until approved by the Executive
Director and the City Attorney. The Executive Director, the City Attorney
and Developer shall in good faith attempt to resolve any disputes regarding
the Payment and Performance Bond.
3.6.6 Minority Participation. Developer shall submit evidence
to the Executive Director evidence of compliance with the Minority
Participation Requirements of Section 5.2.1, 5.2.2, 5.2.3 and 5.2.4 with
respect to the Phase. The Developer shall provide to the Executive Director
such additional backup information as the Executive Director may
reasonably request to enable the Executive Director to confirm compliance
with the Minority Participation Requirements. The Executive Director shall
have fifteen (15) days after receipt of the minority participation
documentation to approve same, which approval shall not be unreasonably
withheld. If no response from the Executive Director is delivered to the
Developer within fifteen (15) days after submission of the minority
participation documentation, same shall be deemed approved. The Executive
27
Director shall approve the minority participation documentation if it
evidences compliance with requirements of Section 5.2.1, 5.2., 5.2.3 and
5.2.4. In the event of disapproval, the Executive Director shall specify the
specific reasons for such disapproval. In the event of disapproval, the
Developer shall resubmit the minority participation documentation to the
Executive Director, revised to address and/or satisfy the grounds for
disapproval specified by the Executive Director. Any resubmission shall be
subject to approval by the Executive Director in accordance with the
procedure outlined above for the original submission until same is approved
by the Executive Director. The Executive Director and Developer shall in
good faith attempt to resolve any disputes regarding compliance with the
Minority Participation Requirements. Notwithstanding the Executive
Director's approval of the minority participation documentation, the
Developer shall be required to comply with the Minority Participation
Requirements set forth in Section 5.2.1 and 5.2.2.
3.6.7 Loan Commitment. Developer shall have provided to the
Executive Director a loan commitment prepared by an institution evidencing
that Developer has obtained a construction loan commitment for the
development of the respective Phase (the "Loan Commitment"), which shall
be in form and substance acceptable to the Executive Director and evidence
reasonably satisfactory to the Executive Director that Developer has
sufficient equity available to meet the equity requirements of the Loan
Commitment (the "Equity Requirement"). The Developer shall provide to the
Executive Director such additional backup information as the Executive
Director may reasonably request to enable the Executive Director to analyze
and approve the Loan Commitment and the Equity Requirement
documentation. The Executive Director shall have fifteen (15) days after
receipt of the Loan Commitment and Equity Requirement documentation to
approve same, which approval shall not be unreasonably withheld. The
Executive Director shall approve the Loan Commitment and Equity
28
Requirement documentation if it is substantially equivalent to the
documentation submitted and approved by Executive Director with respect to
Phase I. If the Executive Director does not respond to the Developer within
fifteen (15) days after Developer's submission of the Loan Commitment and
Equity Requirement documentation, same shall be deemed approved. In the
event of disapproval, the Executive Director shall specify the specific reasons
for such disapproval. In the event of disapproval, Developer shall resubmit
the Loan Commitment and Equity Requirement documentation to the
Executive Director, altered to address and/or satisfy the grounds for
disapproval specified by the Executive Director. Any resubmission shall be
subject to approval by the Executive Director in accordance with the
procedure outlined above for the original submission until same is approved
by the Executive Director. The Executive Director and Developer shall in
good faith attempt to resolve any disputes regarding the Loan Commitment
and Equity Requirement documentation.
Section 3.7 Phase I. The CRA acknowledges and agrees that the CRA
has approved the Construction Contract, the Budget, the Loan Commitment,
the Equity Requirement, the Construction Contract, minority participation
documentation, the Construction Schedule, and the Payment and
Performance Bonds with respect to Phase I.
Section 3.8 Progress of Construction. Developer shall not commence
construction of the Developer Improvements for any Phase until all of the
requirements of Section 3.6 are satisfied for such Phase. Upon the
satisfaction of all the requirements set forth in Section 3.6, the Developer
shall promptly commence construction of such Phase. Until completion of
construction of the respective Phase, Developer shall keep the Executive
Director apprised of the progress of Developer with respect to such
development and construction. During such period, the work of Developer
shall be made available for inspection by representatives of the Executive
29
Director. Developer shall provide suitable work space and utilities for the
representative of the CRA, at Developer's sole cost and expense.
Section 3.9 Soil Conditions. Developer, by executing this Lease,
represents that it has visited the Land, is familiar with local conditions under
which the construction operation is to be performed, will perform all tests,
borings and subsoil engineering generally required at the site under sound
and prudent engineering practices and will correlate the results of its tests,
borings and subsoil engineering and other available studies and its
observations with the requirements of the construction operation of the
Project. The CRA has made no warranty or representation regarding subsoil
conditions. Developer shall not be entitled to any adjustment of Rental or
any applicable requirements contained in the Project Schedule in the event of
any abnormal subsoil conditions unless the subsoil conditions are so unusual
they could not have been reasonably anticipated.
Section 3.10 Certificate of Final Completion. Promptly after the
completion of each Phase of the Developer Improvements in accordance with
the terms of this Lease and the issuance of certificates of occupancy for all
units included in the respective Phase and the issuance of a certificate of
completion for all commercial space included in the respective Phase by the
City, the Executive Director will furnish Developer with an appropriate
instrument certifying the completion of the Developer Improvements in such
Phase (the "Certificate of Final Completion"). With respect to each Phase,
the Certificate of Final Completion shall be in such form as will enable it to
be recorded in the Public Records of Miami -Dade County, Florida. If the
Executive Director shall refuse or fail to provide Developer with the
Certificate of Final Completion in accordance herewith, the Executive
Director shall, within fifteen (15) days after written request by Developer,
provide Developer with a written statement specifying in adequate detail any
deficiencies in the Developer Improvements for the respective Phase in
accordance with the provisions of this Lease, and what measures and actions,
30
in the opinion of the Executive Director, are necessary for the Developer to
take or perform in order to obtain such certification.
Section 3.11 Penalties for Non -Compliance with Project Schedule. In
the event that the Developer is not able to complete a Phase within six (6)
months of the scheduled completion date for such Phase in accordance with
the Construction Schedule, as extended for Unavoidable Delays, as evidenced
by the issuance of the Certificate of Final Completion (the "Completion
Date"), Developer shall pay to the CRA a non-compliance fee of $10,000.00
per month (the "Non -Compliance Fee") for each month after the Completion
Date until the Completion Date is achieved. For purposes of this Section, a
Phase shall be deemed complete when temporary certificates of occupancy
have been issued for all of the residential units included in the respective
Phase and certificates of completion have been issued for all commercial
space included in the respective Phase and the issuance of a Certificate of
Final Completion. The Non -Compliance Fee shall be paid monthly on the
first day of each and every month until the Completion Date is achieved. The
Non -Compliance Fee shall be prorated for partial months. The Non -
Compliance Fee shall apply on a Phase by Phase basis.
Section 3.12 Maintenance of Leased Property. The Developer, without
cost or expense to the CRA, at all times during the term of this Lease,
(including any new lease executed pursuant to the provisions of Sections 9.1.)
shall maintain and keep or cause to be maintained and kept in good order,
repair and appearance all of the property and improvements located in the
Leased Property.
Section 3.13 Connection of Building to Utilities. Developer, at its sole
cost and expense, will install or cause to be installed all necessary
connections between the Developer Improvements on the Leased Property
and the water, sanitary and storm drain mains and mechanical and electrical
conduits, whether or not owned by the City and/or the Miami Dade Water
and Sewer Authority ("WASA"). Developer shall pay for the additional cost,
31
if any, of locating and installing new facilities for sewer, water, electrical, and
other utilities as needed to service the Leased Property and the Developer
Improvements. Developer acknowledges that the CRA will not be responsible
to install or cause to be installed up to the property line of the Leased
Property any utility lines for the Project.
Section 3.14 Permits and Approvals.
Developer shall secure and pay
for any and all permits and approvals necessary for proper construction and
completion of the Developer Improvements and Developer shall secure any
and all permits and approvals required to be secured in connection with the
performance of any and all of the work or operations contemplated to be done
or performed under any of the provisions of this Lease, and shall pay any and
all fees and charges due in connection with the issuance of any such permits
and approvals, unless waived by the City.
Developer shall secure and pay for any and all permits and
approvals necessary for proper construction and completion of the Developer
Improvements, including without limitation, the permits and approvals
required pursuant to Section 380.06, Florida Statutes and/or Chapter 33A of
the Dade County Code, if any. Specifically, Developer shall secure any and
all permits and approvals, required to perform any and all of the work or
operations contemplated to be done or performed under any of the provisions
of this Lease, and shall pay any and all fees and charges in connection with
the issuance of any such permits and approvals, unless waived by the City.
Section 3.15 Compliance with Laws. Developer will comply in every
respect with any and all federal, state, county and municipal laws,
ordinances, rules, regulations, orders and notices now or hereafter in force or
issued which may be applicable to any and all of the work or operations to be
done, performed or carried on by Developer under the provisions of this
Lease. Nothing herein shall limit the right of Developer to contest the
validity or enforceability or any statute, law, ordinance, rule, regulations,
order to notice with which Developer may be required to comply hereunder.
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Section 3.16 County Reverter Litigation.
3.16.1 Reverter. Developer acknowledges that the portion of the
Land which is more particularly described on Exhibit "H" attached hereto
and made a part hereof (the "Reverter Property") is subject to a right of
reverter in favor of the County. Pursuant to the terms of the Settlement
Agreement reached between the County and the City, Case No. 01-13810 CA
08, in the Eleventh Judicial Circuit in and for Miami -Dade County, Florida
(the "County Litigation"), the Reverter Property is to be developed on or
before August 1, 2007, or title to the Reverter Property will automatically
revert to the County in accordance with the terms of the Settlement
Agreement attached hereto as Exhibit "I" (the "County Settlement").
3.16.2 Deed in Escrow. Developer acknowledges that pursuant
to the terms of the County Settlement, the CRA has delivered or will deliver
to the County a quitclaim deed conveying the Reverter Property to the
County and should the terms and provisions of the County Settlement not be
complied with title to the Reverter Property shall be conveyed to the County.
3.16.3 Acknowledgement of Risk. Developer acknowledges and
agrees that Developer shall bear all risk of compliance with the terms of the
County Settlement and Developer will bear all risk should the terms of the
County Settlement not be complied with, and Developer waive any claims
against the CRA and the City in connection therewith.
3.16.4 Priority to Reverter Property. Developer covenants and
agrees to develop the Revert Property, as part of Phase I.
ARTICLE IV
AFFORDABLE HOUSING
Section 4.1 Affordable Housing Requirement. Developer shall sell not
less than twenty percent (20%) of the Residential Units comprising the
Project (the "Affordable Units") to: (a) qualified buyers whose gross income is
between 80.01% and 120% of the Miami -Dade County mean income at a
purchase price which will enable the purchaser to have a housing debt ratio
33
of not greater than thirty-five percent (35%) and a gross income to total debt
ratio of less than forty-five percent (45%) and to a purchaser who has a total
net worth not to exceed Fifty Thousand and no/100 Dollars ($50,000.00) as
set forth in Section 4.8; or (b) to purchasers whose gross income is between
80.01% and 120% of the Miami -Dade County mean income and who qualify
for SHIP Funds, as hereinafter defined, HOME Funds, as hereinafter defined
and/or Surtax Funds, as hereinafter defined, pursuant to the applicable
criteria for whatever loan program is used to finance the acquisition of the
unit (collectively the "Affordable Housing Requirement"). None of the
Live/Work Units shall be Affordable Units; however, the Live/Work Units
shall be included in the total number of Residential Units which is utilized to
calculate the number of Affordable Units that Developer is required to
provide. By way of example, if the Project includes 1050 Residential Units,
including 150 Live/Work Units, Developer shall be required to provide 210
Affordable Units notwithstanding the fact that none of the Live/Work Units
shall be designed as Affordable Units. The Affordable Units which are sold to
satisfy the Affordable Housing Requirement shall be reasonably distributed
in each block comprising a portion of the Project, as identified on the
Development Plans, and shall be comprised of a mix -virtually identical to the
unit mix (based upon the number of bedrooms, type of units and square
footage) of the respective Residential Units, excluding the Live/Work Units,
which are to be sold at market rates in each block of the Project and which
shall in all other respects be completed with the same fit and finish as the
other units in such block of the Project which are to be sold at market rates.
Developer shall be required to satisfy the Affordable Housing Requirement
notwithstanding the unavailability of governmental subsidies. Developer
acknowledges and agrees that Developer is required to satisfy the Affordable
Housing Requirement irrespective of Developer's ability to obtain Miami -
Dade County surtax funds ("Surtax Funds"), Community Development
Department funds ("HOME Funds") and/or State Housing Incentive Program
34
("SHIP Funds"). Developer further acknowledges that the City and the CRA
have made no representations to Developer regarding the availability of
housing subsidy funds including Surtax Funds, HOME Funds, SHIP Funds
or other sources of funds and Developer assumes the risk as to whether
housing subsidies will be available for the Project. Units sold to Overtown
Residents, as hereinafter defined, shall be deemed to comply with the
Affordable Housing Requirement.
Section 4.2 Subsidized Units. Developer shall construct as part of the
Project fifty (50) units, comprising a portion of the Affordable Units,
comprised of a mix of units virtually identical to the unit mix (based upon the
number of bedrooms, type of unit, and square footage) of the respective
Residential Units, excluding the Live/Work Units, which are to be sold at
market rates in each block of the Project, which Subsidized Units are to be
conveyed to the CRA, or its designee, upon completion of construction of the
prospective phase of the Project and which units are to be resold by the CRA,
or its designee, to qualified purchasers whose gross income is not greater
than eighty percent (80%) of the Miami -Dade County or (b) a purchase price
which qualifies for use of SHIP Funds, HOME Funds, Surtax Funds and/or
any similar federal, state or County programs available for affordable
housing, pursuant to the applicable criteria for whichever loan program is
utilized to finance the acquisition of the unit (collectively the "Subsidized
Unit Restriction"). The Subsidized Units conveyed by Developer to the CRA,
or its designee, shall be deemed to comprise a portion of the Affordable Units
and shall in all respects be identical to the Affordable Units and shall in all
respects be completed with the same fit and finish as the other Residential
Units in such block of the Project which are to be sold at market rates.
Section 4.3 Implementation. Developer shall (i) engage in an
affordable housing consultant, which consultant shall be subject to the
approval of the Executive Director which approval shall not be unreasonably
withheld or delayed, to assist Developer in implementing a program to
35
comply with the Affordable Housing Requirement; and (ii) retain a recruiter
and loan processor to identify and qualify potential purchasers of the
Affordable Units to be sold by Developer and Subsidized Units to be sold by
the CRA, or its designee, and implement the program developed by Developer
to satisfy the Affordable Housing Requirement until Developer's obligations
regarding the Affordable Housing Requirements have been satisfied.
Section 4.4 Housing Subsidies. CRA covenants and agrees to utilize
its good faith efforts to obtain Surtax Funds, HOME Funds, SHIP Funds and
other housing assistance with respect to the Subsidized Units.
Section 4.5 Assistance Program. The CRA agrees to work with the
Collins Center, the Knight Foundation and other not -for -profit organizations
to develop a program to make the Subsidized Units viable.
Section 4.6 Affordable Units. Developer shall first offer the
Affordable Units to residents of the area of the City of Miami which is more
particularly described in Exhibit "K", attached hereto and incorporated
herein (the "Overtown Area"), and then to other residents of the City prior to
making the Affordable Units available to other residents of Miami -Dade
County.
Section 4.7 Existing Overtown Residents. The CRA, or its designee,
shall first offer the Subsidized Units to existing residents of the Overtown
Area and then to former Overtown Residents, before offering the Subsidized
Units to other residents of the City of Miami.
Section 4.8 Reporting Requirements and Compliance.
4.8.1 Affordable Housing Reports. From and after the issuance
of the first temporary certificate of occupancy for any Residential Unit
comprising a portion of the Project until the satisfaction of the Affordable
Housing Requirement, Developer shall be required to submit to the Executive
Director on an annual basis, Phase by Phase reports evidencing compliance
with the Affordable Housing Requirement (the "Affordable Housing
Reports"). The Affordable Housing Reports shall consist of a certification to
36
the CRA from the financial institution that performed the underwriting with
respect to the Affordable Unit or the Subsidized Unit which shall include the
following:
a. Purchaser of an Affordable Unit or Subsidized Unit
not utilizing SHIP Funds, HOME Funds or Surtax
Funds:
(i) certification that the income for the
purchaser for the previous six (6) months is
less than the maximum income threshold.
(ii) the total net worth of the purchaser does not
exceed Fifty Thousand and no/100 Dollars
($50,000.00) inclusive of all gifts.
(iii) there are no financial guarantees or other
independent support for the loan.
(iv) the purchaser is not the beneficiary of any
trust.
(v) that the purchase price will enable the
purchaser to have a housing debt ratio of not
greater than thirty-five percent (35%) and a
gross income to total debt ratio of less than
forty-five percent (45%).
b. Purchaser utilizing SHIP Funds, HOME Funds
and/or Surtax Funds:
(i) certification that the income for the
purchaser for the previous six (6) months is
less than the maximum income threshold.
(ii) that the purchaser has satisfied the criteria
for SHIP Funds, HOME Funds and/or
Surtax Funds, as applicable, with respect to
the financing of the acquisition of the unit.
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4.8.2 Disputes. To the extent of any disputes between
Developer and the Executive Director with respect to whether the purchasers
of the units meet the applicable requirements of Sections 4.1, 4.2 and this
Section 4.9, the dispute will be submitted to arbitration for resolution, which
resolution shall be binding on the parties.
Section 4.9 Penalties for Non -Compliance. To the extent that
Developer fails to comply with the Affordable Housing Requirement on a
Phase by Phase basis as determined in accordance with this Section 4 above,
then in such event, Developer shall pay to the CRA, as a penalty for non-
compliance, with the Affordable Housing Requirement with respect to each
comparable unit required to bring Developer into compliance one hundred
twenty-five percent (125%) of the difference between the average sales price
that the Developer is currently offering the applicable unit for sale to the
general public of the type unit(s) in question, less the maximum purchase
price that a purchaser earning one hundred percent (100%) of the Miami -
Dade County mean income would be able to pay for such a unit at a purchase
price which will enable the purchaser to have a housing debt ratio of not
greater than thirty-five percent (35%) and a gross income to total debt ratio of
less than forty-five percent (45%) as set forth in Section 4.9 (e.g. the average
sale price for a two bedroom unit less the maximum price that a purchaser
whose gross income is one hundred percent (100%) of the Miami -Dade County
mean income would be able to pay for a two bedroom unit at a purchase price
which will enable the purchaser to have a housing debt ratio of not greater
than thirty-five percent (35%) and a gross income to total debt ratio of less
than forty-five percent (45%) as set forth in Section 4.9 multiplied by one
hundred twenty-five percent (125%)), but in no event less than Twenty
Thousand and No/00 Dollars ($20,000.00) per unit. The penalty with respect
to any Phase of the Project shall be due and payable one hundred eighty (180)
days after the issuance of a temporary certificate of occupancy for the last
Residential Unit included in the applicable Phase.
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Section 4.10 Deed Restrictions. All of the Affordable Units, other than
the Subsidized Units, shall be conveyed subject to a deed restriction which
will restrict the ability to sell or lease the units except to a purchaser who
meets the Affordable Housing Requirements of Section 4.1, 4.2 and 4.9, as
applicable, for a period of ten (10) years from the date of the closing of each
respective Unit (the "Deed Restriction") . Any violation of the Deed
Restriction shall require the purchaser to pay to the CRA, or its designee,
Twenty Thousand and No/100 Dollars ($20,000.00) as a result of the violation
of the Deed Restriction. The CRA agrees to impose the same Deed
Restriction, which will restrict the ability to sell the Subsidized Units except
to a Purchaser who meets the Affordable Housing Requirements of Sections
4.2 and 4.9, as applicable. The form of the Deed Restriction shall be subject
to the approval of the Executive Director.
Section 4.11 Overtown Residents. Developer shall utilize its best
efforts to sell twenty percent (20%) of the units comprising the Project to
residents of the Overtown Area or former residents of the Overtown Area or
their family members (collectively "Overtown Residents") at market rates.
Developer shall utilize real estate professional as well as community based
organizations such as churches and community development corporations
(collectively "CBO") located within or concentrated on serving the Overtown
Area to identify Overtown Residents. Any Overtown Residents, as certified
by a CBO, or who are otherwise established to the reasonable satisfaction of
the Executive Director to be Overtown Residents based upon school records,
birth records, tax records or other documentation, who purchase a unit shall
be counted as complying with the Affordable Housing Requirement
notwithstanding that the criteria for Affordable Housing has not been
complied with. The provisions of Section 4.11 shall not apply to the sale of a
unit to Overtown Residents.
Section 4.12 Prosperity Based Initiative. In connection with the sales
and marketing of the Units, Developer covenants and agrees to utilize its
39
best efforts to work with African American realtors to reach out and market
the Project to African Americans to relocate to the Overtown community.
This effort shall include the sale of Affordable Units as well as market rate
units to African Americans.
ARTICLE V
MINORITY AND WOMEN'S PARTICIPATION AND EQUAL
EMPLOYMENT OPPORTUNITY
Section 5.1 Minority and Women Participation and Equal
Opportunity. Developer agrees that it will:
(i) Take definitive action in the recruitment, advertising and
to attract and retain minority and female contractors and
subcontractors;
(ii) Provide a reasonable opportunity in the recruitment,
advertising and hiring of professionals, contractors and
subcontractors residing within the CRA Redevelopment
Area and within the City of Miami;
(iii) Take reasonable definitive action in retaining employees
regardless of race, color, place of birth, religion, national
origin, sex, age, marital status, veterans and disability
status;
(iv) Maintain equitable principles in the recruitment,
advertising, hiring, upgrading, transfer, layoff,
termination, compensation and all other terms, conditions
and privileges of employment;
(v) Monitor and review all personnel practices to guarantee
that equal opportunities are being provided to all
employees regardless of race, color, place of birth, religion,
national origin, sex, age, marital status, veterans and
disability status;
40
(vi) Post in conspicuous places, availability to employees and
applicants for employment, notices in a form to be
provided to the Executive Director, setting forth the non-
discrimination clauses of this Section 5.1; and
(vii) In all solicitations and advertisements for employment
placed by or on behalf of Developer, state that all
applicants will receive consideration for employment
without regard to race, creed, color or national origin.
Section 5.2 Participation Requirements. Developer agrees to comply
with the following minority and female participation requirements (the
"Minority Participation Requirements"):
5.2.1 Construction. Developer agrees to utilize its best efforts
to comply with the following minority and female participation requirements
with respect to construction:
28% Black participation
8% Female participation
15% Hispanic participation
5.2.2 Design. Developer agrees to comply with the following
minority and female participation requirements with respect to design:
10% Black participation
5% Female participation
10% Hispanic participation
5.2.3 Property Management. Developer agrees to comply with
the following minority and female participation requirements with respect to
property management:
28% Black participation
8% Female participation
15% Hispanic participation
41
5.2.4 Sales and Marketing. Developer agrees to comply with
the following minority participation requirement with respect to its sales and
marketing staff:
20% Black participation
Section 5.3 Report Requirements. Developer shall provide, on an
annual basis, such documentation as the Executive Director may reasonable
request to evidence compliance with the Minority Participation Requirements
with respect to each of the categories described in Section 5.2 during the
preceding year (the "Minority Participation Reports") on a phase by phase
basis. To the extent of any disputes between Developer and the Executive
Director with respect to the compliance with the Minority Participation
Requirements, the dispute shall be submitted to arbitration for resolution,
which resolution shall be binding upon the parties.
Section 5.4 Penalties for Non -Compliance. To the extent that
Developer fails to comply with the Minority Participation Requirements on a
phase by phase basis in each of the categories described in Sections 5.2,
Developer shall pay to the CRA as a penalty Five Thousand and No/100
Dollars ($5,000.00) for each percentage point below the requirements set
forth in Section 5.2.1, 5.2.2, 5.2.3 and 5.2.4, in each respective category
Developer fails to meet the applicable Minority Participation Requirement
(the "Non -Compliance Funds"). The Non -Compliance Funds shall be
calculated by the Executive Director and shall be due within thirty (30) days
from the date of the Developer's receipt of written statement from the
Executive Director stating the amount of Non -Compliance Funds due. To the
extent of any dispute between the Executive Director and Developer with
respect to compliance with the Minority Participation Requirements, the
dispute shall be submitted to arbitration for resolution, which resolution
shall be binding upon the parties. The CRA covenants and agrees to utilize
any Non -Compliance Funds paid to CRA pursuant to this Section for a job
training program for residents of the CRA Redevelopment Area.
42
Determination of compliance with the Minority Participation Requirements
shall be determined on a Project -wide basis and not on a per Phase basis.
Section 5.5 Impossibility to Perform. Developer acknowledges that
the Minority Participation Requirements are mandatory requirements and
not an obligation to utilize best efforts. In the event that Developer, in good
faith, believes that it is impossible to satisfy some or all of the Minority
Participation Requirements for any phase as a result of there not being a
sufficient number of minority and female job candidates available to comply
with the Minority Participation Requirements, Developer may request that
the City Manager reduce the applicable Minority Participation
Requirements, in the applicable category, for that respective phase provided
that Developer is able to provide to the City Manager irrefutable evidence
that there was not a sufficient number of minority and/or female job
candidates available to comply with the applicable Minority Participation
Requirements. The decision of the City Manager shall be binding on
Developer and the CRA with respect to the phase in question.
Section 5.6 Professionals. Developer shall utilize its best efforts to
employ African American and other minorities to provide professional
services to Developer in connection with the Project, including, without
limitation, lawyers and accountants. Developer shall utilize its best efforts to
cause existing professionals employed by Developer to joint venture with
African Americans and other minorities to expand minority participation in
the Project in connection with the provision of professional services.
ARTICLE VI
FIRST SOURCE HIRING AGREEMENT AND
EMPLOYMENT TRAINING PROGRAM
Section 6.1 FIRST SOURCE HIRING AGREEMENT. Simultaneously
with the execution of this Lease, Developer and the CRA shall enter into a
first source hiring agreement for the Project in the form of Exhibit "L"
43
attached hereto and made a part hereof (the "First Source Hiring
Agreement"). The terms and provisions of the First Source Hiring Agreement
are incorporated herein by reference and made a part hereof. The failure of
Developer to comply with the terms and provisions of the First Source Hiring
Agreement within the applicable grace period provided herein shall
constitute an Event of Default under this Lease.
Section 6.2 Construction. The Developer, in conjunction with the
South Florida Work Force or such similar entity involved in job creation and
training, shall participate in an existing program or shall establish a "Skills
Training and Employment Program" at or near the Project which shall
provide for training of construction personnel for residents in the CRA
Redevelopment Area and in the City, which is more particularly described on
Exhibit "M" attached hereto and incorporated herein by reference (the "STE
Program"). The Developer shall comply with the terms and provisions of the
STE Program and the failure to so comply shall constitute an Event of
Default under this Lease, if not cured within the applicable grace period.
Section 6.3 Property Management. The Developer, in conjunction
with the South Florida Work Force or such similar entity involved in job
creation and training, shall participate in an existing program or shall
establish a "Property Management Training and Employment Program" at or
near the Project which shall provide for training of property management
personnel for residents in the CRA Redevelopment Area and in the City
which is more particularly described on Exhibit "N" attached hereto and
incorporated herein by reference (the "PMTE" Program"). The Developer
shall comply with the terms and provisions of the PMTE Program and the
failure to so comply shall constitute an Event of Default under this Lease if
not cured within the applicable grace period.
Section 6.4 Professionals. Developer shall utilize its best efforts to
employ African American and other minorities to provide professional
services to Developer in connection with the Project, including, without
44
limitation, lawyers and accountants. Developer shall utilize its best efforts to
cause existing professionals employed by Developer to joint venture with
African Americans and other minorities to expand minority participation in
the Project in connection with the provision of professional services.
ARTICLE VII
LAND USES
Section 7.1 Land Uses. Developer and the CRA agree, for themselves
and their successors and assigns, to devote the Leased Property, to the uses
specified in this Lease and to be bound by and comply with all of the
provisions and conditions of this Lease, including, without limitation, the
requirement that the Developer Improvement be developed substantially in
accordance with the Development Plan during the Term of this Lease.
Section 7.2 Character and Operation of Improvements. The parties
recognize and acknowledge that the manner in which the Developer
Improvements on the Leased Property are developed, used and operated are
matters of critical concern to the CRA by reason of the economic development
of the CRA Redevelopment Area. Developer shall prepare condominium
documents (the "Condominium Documents") establishing such reasonable
rules and regulations governing the occupancy of Subtenants and
Condominiums Owners of their premises as the Developer shall deem
necessary or desirable in order to assure the level of quality and character of
operation of the Developer Improvements required herein, and the Developer
will use all reasonable efforts to enforce such rules and regulations. The
Condominium Documents shall be subject to the approval of the Executive
Director and the rules and regulations included in the Condominium
Documents shall be in accordance with the provisions set forth in Chapter
718, Florida Statutes governing condominiums and shall not conflict with
this Lease or CRA's interest. The Executive Director shall also review and
45
approve the standard form contract to be utilized to sell any units to
Condominium Owners.
ARTICLE VIII
ANTI -SPECULATION: ASSIGNMENT
Section 8.1 Definitions. As used herein, the term,
(a) "Transfer" means:
(i) any total or partial sale, assignment or conveyance
(other than by a Leasehold Mortgage or Financing Sublease) or any trust or
power, or any transfer in any other mode or form of or with respect to this
Lease or of the leasehold estate in the Leased Property or any part thereof or
any interest therein, or any contract or Lease to do any of the same.
(ii) any transfer of the stock of the General Partner of
Developer or of any Owners other than an Owner whose shares are publicly
traded; or
(iii) any merger, consolidation or sale or lease of all or
substantially all of the assets of Developer or of any Owner, other than an
owner whose shares are publicly traded; or
(iv) any Sublease of over fifty (50) percent of the
Leaseable Area of a Phase to a single Subtenant or Subtenants who are
related in their ownership, except for a Financing Sublease.
(b) "Owner" means:
(i) any person, firm, corporation or other entity which
owns, directly or indirectly, legally or beneficially, ten percent (10%) or more
of the stock of the General Partner of Developer (excluding any shareholder
of an Owner whose shares are publicly traded) or other form of ownership
interest of the Developer; and
(ii) any person, firm, corporation or other entity which
owns, directly or indirectly, legally or beneficially, more than ten percent
(10%) of the stock of the General Partner of Developer or other form of
46
ownership interest of any entity described in clause (i) of this clause (ii), but
shall not include any shareholder of an Owner whose shares are publicly
traded.
(c) "Owner whose shares are publicly traded" means an
Owner:
(i) who has filed an effective registration statement
with the Securities & Exchange Commission (or its successor) with respect to
the shares of any class of its voting stock or of all classes of any other form of
ownership interest which includes voting rights; and
(ii) whose voting stock and other form of ownership
interest described in clause (i) is listed for trading purposes on a securities
exchange subject to the regulatory jurisdiction of the Securities & Exchange
Commission (or its successor) or is publicly traded over the counter.
Section 8.2 Purposes of Restrictions on Transfer. This Lease is
granted to Developer solely for the purpose of development of the Leased
Property and its subsequent use in accordance with the terms hereof, and not
for speculation in landholding. Developer recognizes that, in view of:
(a) The importance of the development of the Leased
Property to the general welfare of the community;
(b) The terms and conditions and public aids that have been
made available by the CRA for the purpose of making such development
possible; and
(c) The fact that a transfer of controlling membership
interests of the Developer, or any other act or transaction involving or
resulting in a significant change in the ownership or distribution of such
interests or with respect to the identity of the parties in control of Developer
or the degree thereof, is for practical purposes, a transfer or disposition of the
interest in the Leased Property then owned by Developer; the qualifications
and identity of Developer and any Owner are of particular concern to the
community and the CRA. Developer further recognizes that it is because of
47
such qualifications and identity that the CRA is entering into this Lease with
Developer, and, in so doing, is further willing to accept and rely on the
obligations of Developer for the faithful performance of all undertaking and
covenants by it to be performed.
Section 8.3 Transfers. Developer, on behalf of itself and any and all
Owners, represents and warrants that neither Developer nor any Owner has
made, created or suffered any Transfers. Except as permitted pursuant to
subparagraphs (a) through (i) hereof, no Transfer may be made, suffered or
created by Developer or any Owner. The following Transfers shall be
permitted hereunder:
(a) Any Transfer by Leasehold Mortgage to a Lender/Investor
or to an agent, designee or nominee of a Lender/Investor or pursuant to a
Financing Sublease, pursuant to Article IX.
(b) Any transfer directly resulting from the foreclosure of a
Leasehold Mortgage or the granting of a deed in lieu of foreclosure of a
Leasehold Mortgage or any Transfer made by the purchaser at foreclosure of
a Leasehold Mortgage or by the grantee of a deed in lieu of foreclosure of a
Leasehold Mortgage, provided that such purchaser or grantee is a
Lender/Investor or and agent, designee or nominee of a Lender/Investor, and
that such purchaser or grantee within ninety (90) days after taking
possession of the Project, shall have entered into and Acceptable Developer's
Agreement as described in Section 9(c)(iv) of this Lease.
(c) Any Transfer directly resulting from a conveyance to a
Lender/Landlord of the Developer's interest provided that such Transferee,
within thirty (30) days after taking possession of the Project, shall have
entered into an Acceptable Developer's Agreement as described in Section
9(c)(iv) of this Lease.
(d) From and after the date that the entire Project has been
completed as evidenced by the issuance of certificates of occupancy for all
units comprising the Project, any Transfer to (i) an Acceptable Developer
48
consented to by the Executive Director and the CRA Board or (ii) a purchaser
having a good reputation and financial resources in the sole opinion of the
Executive Director and the CRA Board to own the Project (an "Acceptable
Purchaser") that shall have entered into an Acceptable Developer Agreement
with an Acceptable Developer.
(e) Any Transfer to a limited liability company, joint venture,
general or limited partnership, joint stock association or Massachusetts
business trust, of a substantial interest in which is held by Developer and
other interests in which are held by a Lender/Investor or by such other
persons, firms, corporations, or other entities as to which the Executive
Director shall have given his approval in his sole discretion, provided that,
within thirty (30) days after gaining possession of the Project, the Transferee
shall have entered into an Acceptable Developer's Lease as described in
Section 9.1(c)(iv) of this Lease.
(f) Any Transfer by a limited partner, which is consented to
by the Executive Director, which consent shall not be unreasonably withheld.
(g) Any Transfer resulting from the death or dissolution of an
Owner provided that same does not result in the dissolution or termination of
Developer or any General Partner of Developer.
(h) Any Transfer by an Owner who is a limited partner of
Developer into a charitable trust, a blind trust or for estate planning
purposes for the immediate family.
(i) Any Transfer pursuant to Section 718.301, Florida
Statutes, from Developer to a condominium association which has as its
membership, or a portion thereof, owners of the Developer Improvements.
Any consent to a Transfer shall not waive any of the CRA's
rights to consent to a subsequent Transfer. Any Transfer made in violation of
the terms hereof shall be null and void and of no force and effect.
Notwithstanding anything contained herein to the contrary, any
transfer of the Leased Property or any portion thereof, shall be deemed null
49
and void, unless said transfer of the Leased Property or any portion thereof
occurs subsequent to the completion of the entire Project as evidenced by the
issuance of certificates of occupancy for all of the units comprising the
Project.
Section 8.4 Notice of Transfer: Information as to Partners and
Shareholders.
(a) With respect to any Transfer which must be approved by
the CRA, Developer shall give or cause to be given to the CRA written notice
(including all information necessary for the CRA to make an evaluation of the
proposed Acceptable Developer according to the requirements of this Lease)
or any Transfer of which Developer or its officers shall have knowledge, not
less than thirty (30) days prior to any such proposed Transfer and the CRA
shall within fifteen (15) days of its receipt of such information, advise
Developer if it shall consent to same. If the CRA shall not consent to a
Transfer, the Executive Director shall state the reasons for such disapproval
in his notice to Developer withholding his consent. If the CRA is not required
to consent to a Transfer pursuant to the terms hereof, Developer shall notify
the CRA in writing of such a Transfer within fifteen (15) days after the date
of such Transfer and provide the CRA with specific details related thereto.
(b) Developer shall, from time to time throughout the term of
this Lease, as the CRA shall reasonably request, furnish the CRA with a
complete statement, subscribed and sworn to by the President or Vice -
President and the Secretary or Assistant Secretary of the General Partner of
Developer, setting forth the full names and address of holders of ownership
interests in Developer, or any general partners or partners of Developer or
the amount of stock of any partner of Developer and the extent of its
holdings, and in the event any other parties have a beneficial interest in such
interests, their full names and addresses and the extent of such interest as
determined or indicated by the records of Developer. Notwithstanding the
foregoing, the information required by this subparagraph (b) shall not be
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required to be furnished with respect to the shareholders of any owner or
partner whose shares are publicly traded.
Section 8.5 Effectuation of Certain Permitted Transfers. No Transfer
of the nature described in Section 8.3(d) through (h) shall be effective unless
and until the entity to which such Transfer is made, by instrument in writing
satisfactory to the Executive Director and in a form recordable among the
public records, shall, for itself and its successors and assigns, and
particularly for the benefit of the CRA, expressly assume all of the obligations
of Developer under this Lease and agree to be subject to all conditions and
restrictions to which Developer is subject; provided, however, that any
Lender, Leasehold Mortgagee, Lender/Landlord transferee shall not be
required to assume any personal liability under this Lease with respect to
any matter arising prior to or subsequent to the period of such transferee's
actual ownership of the leasehold estate created by this Lease (it being
understood, nevertheless, that the absence of any such liability for such
matters shall not impair, impede or prejudice any other right or remedy
available to the CRA for default by Developer); and provided further, that the
fact that any such transferee of, or any other successor in interest whatsoever
to, the leasehold estate in the Leased Property or the Developer
Improvements, or any part thereof, shall whatever the reason, not assume
such obligations or so agree, shall not (unless and only to the extent
otherwise expressly provided in this Lease or agreed to in writing by the
CRA) relieve or except such transferee or successor of or from such
obligations, conditions or restrictions, or deprive or limit the CRA of or with
respect to any rights, remedies or controls with respect to the leasehold estate
in the Leased Property or the construction of the Developer Improvements.
Section 8.6 Transfer of CRA Interest.
8.6.1 Conveyance of Title. Developer acknowledges that the
CRA at its sole and absolute discretion may transfer and convey its interest
in the Land, subject to the terms and provisions of this Lease, in whole or in
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part at any time to any person or entity which has the ability, as determined
by the CRA Board, to fulfill the duties and obligations of the CRA under the
terms of this Lease and which Purchaser shall expressly agree to assume the
obligations of the CRA under this Lease.
8.6.2 Termination of CRA. Developer acknowledges that the
CRA will terminate and cease to exist on September 30, 2013, unless the
term of the CRA is extended by the County. Upon the termination of the
CRA, it is understood that the CRA will transfer all of its right, title and
interest in the Land and this Lease to the City. Upon such transfer, all
references in this Lease to approval by the Executive Director shall signify
the approval by the City Manager and all references in this Lease to approval
of the CRA Board shall be deemed to be references to approval by the City
Commission.
Section 8.7 Subletting. Developer shall promptly provide to the CRA
a copy of all Subleases for the Project. Developer shall incorporate in all
Subleases provisions concerning rental and expenses that are compatible
with this Lease. After the Developer Improvements have been completed on
the portion of the Leased Property which the Developer desires to Sublease,
Developer shall have the right, to enter into Subleases of any part of the
Leased Property or Developer Improvements with such Subtenants approved
by the CRA and upon such commercially reasonable terms and conditions as
Developer shall approve, in its sole discretion. Notwithstanding anything
contained herein to the contrary, the Developer shall not enter into any
Sublease with any Subtenant which does not deal with Developer at arm's
length without first obtaining Executive Director's approval, which approval
of the Executive Director may be withheld, in its sole discretion. If Developer
shall contemplate making any Sublease with respect to which the Executive
Director's approval is required pursuant to the foregoing sentence, Developer
shall submit to the Executive Director a copy of such proposed Sublease
together with any information concerning the identity of the Subtenant as
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the Executive Director may reasonably request. Within thirty (30) days after
submission of such proposed Sublease and requested information, the
Executive Director shall notify Developer whether the proposed sublease is
approved. In the event the Executive Director shall fail to so respond within
thirty (30) days after submission of such Sublease and information, the same
shall be conclusively deemed to have been approved by the Executive
Director. No sublease shall be permitted with respect to a Phase which has
not been completely developed as evidenced by certificates of occupancy for
all units comprising the Phase.
ARTICLE IX
MORTGAGE FINANCING: RIGHTS OF MORTGAGEE
Section 9.1 Leasehold Mortgage.
(a) Notwithstanding the provisions set forth in Article VIII
hereof regarding any transfer or assignment of this Lease, but subject to the
provisions of this Article IX, provided that an Event of Default has not
occurred and is not continuing, Developer shall have the right at any time
and from time to time to encumber the leasehold estate created by this Lease
and any improvements by Mortgage, Sale-Subleaseback transaction, deed of
trust or other security instrument, including, without limitation, an
assignment of the rents, issues and profits from the Project to secure
repayment of a loan or loans (and associated obligations) made to Developer
by a Lender/Investor (as defined below) for the sole purpose of securing the
financing of the construction of any Developer Improvements made pursuant
to the terms of this Lease or for the long-term financing or refinancing of any
such Developer Improvements. In no event may the amount of such
financing or refinancing exceed the Developer Costs. Developer shall submit
all documents pertaining to new mortgage loans or encumbrances on the
leasehold estate to CRA for its approval. The CRA shall review and approve
same within thirty (30) days of receipt if the terms are substantially
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consistent with customary loan documents. The CRA however, may not
approve the loan if the terms materially conflict or modify this Lease.
Developer shall deliver to CRA promptly after execution by Developer a true
and verified copy of any Leasehold Mortgage (as defined below), or any
Financing Sublease and any amendment, modification or extension thereof,
together with the name and address of the owner and holder thereof.
Developer may not encumber the leasehold estate created by this Lease as
security for any indebtedness of Developer with respect to any other property
now or hereafter owned by Developer.
(b) For purposes of this Article IX, "Lender/Investor" shall
mean any national bank organized under the laws of the United States or
any commercial bank, or any savings and loan association, savings bank,
trust company or insurance company organized under the laws of the United
States or any state of the United States, or any pension, retirement or
welfare trust or fund supervised by a government authority of any state or
the United States or any such trust or fund administered by an entity which
is supervised by a governmental authority; "Leasehold Mortgage" shall mean
a mortgage, deed of trust or assignment of the rents, issues and profits from
the Project, which constitutes a lien on the leasehold estate created by this
Lease and on the interest of Developer in any Developer Improvements
during the term of this Lease; and "Lender" shall mean a Lender/Investor
who is the owner and holder of a Leasehold Mortgage, provided, however,
that the CRA shall have no duty or obligation to determine independently the
relative priorities of any Leasehold Mortgages, but shall be entitled to rely
absolutely upon a preliminary title report current as of the time of any
determination of the priorities of such Leasehold Mortgage and prepared by a
generally -recognized title insurance company doing business in Miami -Dade
County, Florida.
(c) During the continuance of any Leasehold Mortgage until
such time as the lien of any Leasehold Mortgage has been extinguished, and
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if a true and verified copy of such Leasehold Mortgage shall have been
delivered to the Executive Director together with a written notice of the name
and address of the owner and holder thereof as provided in Section 9.1(a)
above which has previously been approved by the CRA:
(i) The CRA shall not agree to any mutual termination
nor accept any surrender of this Lease (except upon the expiration of the full
term of this Lease) nor shall the CRA consent to any material amendment or
modification of this Lease or waive any rights or consents it may be entitled
to pursuant to the terms hereof, without the prior written consent of Lender.
(ii) Notwithstanding any default by Developer in the
performance or observance of any covenant, condition or Lease of this Lease
on the part of Developer to be performed or observed, the CRA shall have no
right to terminate this Lease even though an Event of Default under this
Lease shall have occurred and be continuing, unless and until the Executive
Director shall have given Lender written notice of such Event of Default or to
acquire Developer's leasehold estate created hereby or to commence
foreclosure or other appropriate proceedings in the nature thereof, all as set
forth in, and within the time specified by this Article IX.
(iii) Subject to the provisions of subparagraph (iv)
immediately below, Lender shall have the right, but not the obligation, at any
time prior to termination of this Lease to pay all of the Annual Rental or any
Additional Rental due hereunder, to provide any insurance, to pay any taxes,
to pay any Public Charges and make any other payments, to make any
repairs and improvements, to continue to construct and complete the
Developer Improvements, and do any other act or thing required of Developer
hereunder, and to do any act or thing which may be necessary and proper to
be done in the performance and observance of the covenants, conditions and
agreements hereof to prevent the termination of this Lease. All payments so
made and all things so done and performed by Lender shall be as effective to
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prevent a termination of this Lease as the same would have been if made
done and performed by Developer instead of by Lender.
(iv) Should any Event of Default under this Lease
occur, Lender shall have ninety (90) days after receipt of notice from the
Executive Director setting forth the nature of such Event of Default, to
remedy same and, if the Event of Default is such that possession of the
Project may be reasonably necessary to remedy the Event of Default, Lender
shall, within such ninety (90) day period, commence and diligently prosecute
a foreclosure action or such other proceeding as may be necessary to enable
Lender to obtain such possession, provided that (a) Lender shall have fully
cured any Event of Default in the payment of any monetary obligations of
Developer under this Lease within such ninety (90) days and shall continue
to pay currently such monetary obligations as and when the same are due; (b)
Lender shall within six (6) months of the date that it takes possession of the
Leased Property enter into an Lease on terms and conditions reasonably
acceptable to the CRA with an Acceptable Developer for the continued
operation of the Project (hereinafter called "Acceptable Developer's
Agreement"); and (c) Lender shall have acquired Developer's leasehold estate
created hereby or commenced foreclosure or other appropriate proceedings in
the nature thereof within such ninety (90) day or period or prior thereto, and
shall be diligently and continuously prosecuting any such foreclosure
proceedings to completion. All rights of the CRA to terminate this Lease as
the result of the occurrence of any such Event of Default shall be subject to
and conditioned upon the Executive Director having first given Lender
written notice of such Event of Default and Lender having failed to remedy
such default or acquire Developer's leasehold estate created hereby or
commence foreclosure or other appropriate proceedings in the nature thereof
as set forth in and within the time period specified by this subparagraph (iv).
(v) An Event of Default under this Lease which in the
nature thereof cannot be remedied by Lender shall be deemed to be remedied
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if (a) within ninety (90) days after receiving written notice from the Executive
Director setting forth the nature of such Event of Default, Lender shall have
acquired Developer's leasehold estate created hereby or commenced
foreclosure or other appropriate proceedings in the nature thereof; (b) Lender
shall diligently and continuously prosecute any such proceedings to
completion; (c) Lender shall have fully cured any Event of Default in the
payment of any monetary obligations of Developer under this Lease which do
not require possession of the Project within such ninety (90) day period and
shall thereafter continue to faithfully perform all such monetary obligations
which do not require possession of the Project; and (d) within six (6) months
after Lender shall have gained possession of the Project. Lender shall have
entered into an Acceptable Developer's Agreement. Upon the taking of
possession of the Project by Lender, Lender shall perform all of the
obligations of the Developer hereunder as and when the same are due. Any
Lender or any assignee or successor in interest to a Lender that has taken
possession of the Leased Property must assume all of Developer's obligations
hereunder, including, but not limited to, the construction obligation.
(vi) If the Lender is prohibited by any process or
injunction issued by any court or by reason of any action by any court having
jurisdiction of any bankruptcy, debtor rehabilitation or insolvency
proceedings involving Developer from commencing or prosecuting foreclosure
or other appropriate proceedings in the nature thereof, the times specified in
subparagraphs (iv) and (v) above for commencing or prosecuting such
foreclosure or other proceedings shall be extended for the period of such
prohibition, provided that Lender shall have fully cured any default in the
payment of any monetary obligations of Developer under this Lease and shall
continue to pay currently such monetary obligations as and when the same
fall due, and provided that Lender shall diligently attempt to remove any
such prohibition.
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(vii) The Executive Director shall mail to Lender a
duplicate copy by certified mail of any an all notices which the CRA may
from time to time give to or serve upon Developer pursuant to the provisions
of this Lease, and no notice by the Executive Director to Developer hereunder
shall be deemed to have been given unless and until a copy thereof has been
mailed to any Lender which has delivered pursuant to Section 22.5 who has
given notice to CRA pursuant to this Article IX.
(viii) Foreclosure of a Leasehold Mortgage or any sale
thereunder, whether by judicial proceedings or by virtue of any power of sale
contained in the Leasehold Mortgage, or any conveyance of the leasehold
estate created hereby from Developer to Lender by virtue or in lieu of the
foreclosure or other appropriate proceedings in the nature thereof, shall not
require the consent of the CRA or constitute a breach of any provision of or a
default under this Lease. Upon such foreclosure, sale or conveyance, the
CRA shall recognize Lender, or any other foreclosure sale purchaser, as
tenant hereunder except that all obligations on Developer herein contained
shall be binding on the Lender only from and after the date that it shall take
title to the Developer's leasehold estate unless otherwise provided in this
Article IX; provided, that Lender or any such foreclosure sale purchaser must
enter into an Acceptable Developer's Lease, within sixty (60) days of the date
of such foreclosure, sale or conveyance, and further, provided, that in the
event there are two (2) or more Leasehold Mortgages or foreclosure sale
purchasers (whether the same or different Leasehold Mortgages), the CRA
shall have no duty or obligation whatsoever to determine the relative
priorities of such Leasehold Mortgages or the rights of the different holders
thereof and/or foreclosure sale purchasers, in the event Lender subsequently
assigns or transfers its interest under this Lease after acquiring the same by
foreclosure or by an acceptance of a deed in lieu of foreclosure or
subsequently assigns or transfers its interest under any such new lease, and
in connection with any such assignment or transfer Lender takes back a
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mortgage or deed of trust encumbering such leasehold interest to secure a
portion of the purchase price given Leasehold Mortgage as contemplated
under this Section 9.1. Lender shall be entitled to receive the benefit of this
Article IX and any other provisions of this Lease intended for the benefit of
the holder of a Leasehold Mortgage. Any person or entity to whom this Lease
or any such new lease is assigned must either enter into or assume Lender's
obligations under an Acceptable Developer's Agreement.
(ix) Should the CRA terminate this Lease by reason of
any default by Developer hereunder, the Executive Director shall give notice
thereof to all Leasehold Mortgagees and the Executive Director shall, upon
written request by Lender to the Executive Director received within thirty
(30) days after such termination, execute and deliver a new lease of the
Project to Lender for the remainder of the term of this Lease with the same
covenants, conditions and agreements (except for any requirements which
have been satisfied by Developer prior to termination) as are contained
herein, provided, however, that the CRA's execution and delivery of such new
lease of the Project shall be made without representation or warranty of any
kind or nature whatsoever, either express or implied, including without
limitation, any representation or warranty regarding title to the Project or
any Developer Improvements or the priority of such new lease (except as to
actions taken by the CRA during the period commencing on the date of
termination of this Lease and terminating on the date of such new Lease).
The CRA's delivery of any Developer Improvements owned by Developer to
Lender pursuant to such new lease shall be made without representation or
warranties of any kind or nature whatsoever, either express or implied, and
Lender shall take any Developer Improvements "as -is" in their then current
condition. Upon execution and delivery of such new lease, Lender at its sole
cost and expense shall be responsible for taking such action as shall be
necessary to cancel and discharge this Lease and to remove Developer named
herein and any other occupant from the Project. The CRA's obligation to
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enter into such new lease of the Leased Property with the Lender shall be
conditioned upon Lender having remedied and cured all monetary defaults
hereunder and having remedied and cured or has commenced and is
diligently completing the cure of all non -monetary defaults of Developer
susceptible to cure by any party other than by Developer. If the CRA receives
written requests in accordance with the provisions of this Section 9.1(c)(ix)
from more than one Leasehold Mortgagee, the CRA shall only be required to
deliver the new lease to the Leasehold Mortgagee who is, among those
Leasehold Mortgagees requesting a new lease, the holder of the most junior
Leasehold Mortgage, provided that such Leasehold Mortgagee shall, not later
than the execution of such new lease, either (a) pay in full the sums secured
by any or all Leasehold Mortgages which are prior in lien to the Leasehold
Mortgage held by such Leasehold Mortgagee, or (b) agree to reinstate the
liens of any or all Leasehold Mortgages which are prior in lien to the
Leasehold Mortgage held by such Leasehold Mortgagee with the same
relative priority as existed prior to the termination of this Lease. If any
Leasehold Mortgage having the right to a new lease pursuant to this Section
9.1(c)(ix) shall elect to enter into a new lease but shall fail to do so or shall
fail to take the action required above, the CRA shall so notify all other
Leasehold Mortgagees (if any) and shall afford such other Leasehold
Mortgagee a period of sixty (60) days from such notice within to elect to
obtain a new lease in accordance with the provisions of this Section. Except
for any liens reinstated pursuant to this Section, any new lease entered into
pursuant to this Section shall be prior to any mortgage or other lien, charge
or encumbrance on the fee of the Leased Property or the improvements and
shall have the same relative priority in time as this Lease and shall have the
benefit of all of the right, title, powers and privileges of Developer hereunder
in and to the Leased Property and the Developer Improvements. At
Developer's request, the CRA will enter into an agreement with any
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Leasehold Mortgage granting to the Leasehold Mortgagee the rights set forth
in this Article.
(x) The CRA and Developer shall cooperate in
including in this Lease, by suitable amendment, from time to time, any
provision which may be requested by any proposed Lender, or may otherwise
be reasonably necessary, to implement the provisions of this Article IX;
provided, however, that any such amendment shall not in any way affect the
term hereby demised nor affect adversely in any material respect any rights
of the CRA under this Lease.
(x) All rights and benefits afforded to a Leasehold
Mortgagee hereunder shall also be afforded to a party providing financing to
Developer pursuant to a Financing Sublease, which Financing Sublease has
been approved by the CRA in the same manner that a Leasehold Mortgage is
approved pursuant to this Article IX.
Section 9.2 No Waiver of Developer's Obligations or CRA's Rights.
Nothing contained herein or in any Leasehold Mortgage shall be deemed or
construed to relieve Developer from the full and faithful observance and
performance of its covenants, conditions and agreements contained herein, or
from any liability for the non -observance or non-performance thereof, or to
require or provide for the subordination to the lien of such Leasehold
Mortgage of any estate, right, title or interest of the CRA in or to the Project
or this Lease.
ARTICLE X
TAX INCREMENT FUNDS
[THIS ARTICLE MAY BE REMOVED FROM THE LEASE IN THE
EVENT THE CITY ATTORNEY DETERMINES THE PROPOSED USE
OF INCREMENTAL TIF IS NOT IN ACCORDANCE WITH
APPLICABLE LAW]
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Section 10.1 Incremental Increase In Tax Increment Funds. Subject to
Sections 10.2, 10.3 and 10.5 below, the CRA covenants and agrees to make
available to Developer one hundred percent (100%) of the incremental
increases in tax increment funds actually received by the CRA form the
County and the City generated by the increase above the assessed value for
the Leased Property and the Developer Improvements constructed thereon
over and above the assessed value for the Land set forth in the Miami -Dade
County ad valorem tax rolls for the year 2005 ("Incremental TIF") for
qualifying uses under applicable laws for use of tax increment funds until
September 30, 2013. The CRA covenants and agrees to make the
Incremental TIF available to Developer within sixty (60) days of the CRA's
actual receipt of the Incremental TIF from the County and the City to be
utilized by Developer for qualifying uses permitted under applicable law for
use of tax increment funds with respect to the Project, and at the election of
Developer, within the Overtown project area, identified on Exhibit "0"
attached hereto (the "Overtown Project Area"). Developer acknowledges that
the County and the City withhold from the tax increment funds an
administrative fee and funds for the Children's Trust.
Section 10.2 Use of Incremental TIF. The Developer acknowledges
and agrees that the Incremental TIF may only be utilized in accordance with
qualifying uses under applicable law governing the use of tax increment
funds and that Developer shall not be entitled to, and the CRA shall not
disburse any of the Incremental TIF to the Developer unless and until the
Developer has established to the CRA and, to the extent required by law or
the Interlocal Agreement, the County that the use of the Incremental TIF
proposed by the Developer is permissible. The Developer shall submit to the
CRA and, to the extent required by law or the Interlocal Agreement, the
County, any and all documentation that the CRA and/or the County may
request to establish that the proposed use of the Incremental TIF qualifies for
such use under applicable laws governing the use of tax increment funds.
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Developer further acknowledges that all Incremental TIF shall be used solely
in connection with the development of the Project or within the Overtown
Project Area.
Section 10.3 Failure to Qualify. To the extent that Developer is not
able to establish to the CRA, and to the extent required under applicable law
or the Interlocal Agreement, the County that its proposed expenditures of the
Incremental TIF qualifies for use of tax increment funds under applicable
laws with respect to some or all of the Incremental TIF, the CRA agrees to
make such portions of the Incremental TIF funds which Developer is unable
to utilize under applicable laws governing the use of tax increment funds
available for use by any governmental agency which can legally use the
Incremental TIF funds in connection with the Project, which entity is
identified to the CRA by Developer and which entity requests the funds from
the CRA. If Developer is unable to identify such an entity which wants to
utilize the Incremental TIF in connection with the Project, the CRA shall be
entitled to utilize that portion of the Incremental TIF for which Developer is
unable to qualify for use in connection with the Project for improvements
within the Overtown Project Area and the CRA shall not be required to make
such funds available to Developer. Under no circumstances shall the CRA be
obligated to use the Incremental TIF to build a parking garage on the Leased
Property.
Section 10.4 Extension of the CRA. The Developer acknowledges that
it will have no right to receive any Incremental TIF after the expiration of the
CRA which is to occur on September 30, 2013. In the event that the duration
of the CRA is extended, the Developer acknowledges that notwithstanding
the extension of the term of the CRA, the CRA is not obligated to pay to the
Developer any Incremental TIF generated from and after September 30,
2013. In the event the term of the CRA is extended beyond September 30,
2013, the Developer shall have the right to request that the CRA pay to the
Developer all or a portion of the Incremental TIF generated by the Project
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after September 30, 2013, which request shall be treated like that of any
other property owner within the CRA Redevelopment Area. The Executive
Director shall present such request to the CRA Board for consideration with
the recommendation that the Executive Director deems appropriate under
the circumstances. The CRA Board shall not be obligated to approve the
request or be under any obligation to Developer as a result of the payment of
the Incremental TIF to Developer prior to September 30, 2013.
Section 10.5 Subordination of Incremental TIF. Developer
acknowledges and agrees that the obligation of the CRA to make payments to
Developer contemplated by this Section 10 are junior and subordinate to the
obligations of the CRA to pay debt service with respect to the $11,500,000.00
City of Miami, Florida Community Redevelopment Revenue Bonds, Series
1990, the obligations of the CRA in connection with the Grand Central
Project and the obligations of the CRA to pay debt service on any bonds
issued in the future by the CRA or the City on the CRA's behalf, which are
secured by tax increment funds based upon the estimated tax increment
funds shall not exceed One Hundred Twenty -Five Percent (125%). Under no
circumstances shall the CRA be obligated to make payments to Developer
from its general revenues or any other sources if tax increment revenues are
unavailable after the CRA makes all required payments under any
obligations which are senior to the Incremental TIF.
Section 10.6 Change in Use of Incremental TIF. Developer shall not
be permitted to change the use of the Incremental TIF without the consent of
the Executive Director and the City Attorney, which consent shall not be
granted unless the City Attorney is satisfied that the new use proposed for
the Incremental TIF is a permissible expenditure under applicable laws
governing the use of tax increment funds.
Section 10.7 Indemnification. Developer covenants and agrees to
indemnify, defend and hold the CRA harmless from any loss or damage that
the CRA may sustain, including attorney fees and costs, as a result of the
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actual use of the Incremental TIF differing from the proposed use of the
Incremental TIF, which was approved by the City Attorney.
ARTICLE XI
REMEDIES
Section 11.1 Events of Default. The occurrence of any of the following
events are hereby defined as an "Event of Default":
(a) Failure - Payment of Money. Failure of Developer to pay
any Rental, Additional Rental or Public Charges or any other payments of
money as herein provided or required, when due and the continuance of such
failure for a period of thirty (30) days after notice thereof in writing.
In the event that any payment or installment of Rental is not
paid to the CRA on the date the same becomes due and payable, Developer
covenants and agrees to pay to the CRA interest on the amount thereof from
the date such payment or installment became due and payable to the date of
payment thereof, at the Default Rate. All other payments of money required
to be paid to the CRA by the Developer under this Lease, including interest,
late fees, penalties and contributions, shall be treated as Additional Rent.
(b) Failure - Performance of Other Covenants, Etc. Failure of
Developer to perform any of the other covenants, conditions and agreements
which are to be performed by Developer in this Lease, including completing
the Developer Improvements within the time frame prescribed in the Project
Schedule, and the continuance of such failure for a period of sixty (60) days
after notice thereof in writing from the Executive Director to Developer
(which notice shall specify the respects in which the CRA contends that
Developer has failed to perform any such covenants, conditions and
agreements), or such longer period of time as is reasonably required (not to
exceed one hundred twenty (120) days) if the default, by its nature, cannot be
cured within the sixty (60) day period provided Developer shall have
commenced the curative action within the sixty (60) day period and
thereafter shall have continued diligently to prosecute all actions necessary
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to cure such default, until completion but in no event beyond one hundred
twenty (120) days after notice thereof from the CRA.
(c) Bankruptcy, etc.
(i) Borrower files a voluntary petition in bankruptcy
or is adjudicated as bankrupt or insolvent or files any petition or answer
seeking any reorganization, arrangement, composition, readjustment,
liquidation, dissolution or similar relief under the present or any future
federal, state, or other statute or law; or
(ii) If Developer admits its inability to pay its debts, or
if a receiver, trustee or other court appointee is appointed for all or a
substantial part of Developer's property and such appointment is not
discharged within thirty (30) days; or
(iii) If the leasehold interest of Developer is levied upon
or attached by process of law and such levy or attachment is not discharged
or released within thirty (30) days; or
(iv) If Developer makes an assignment for the benefit of
creditors or takes the benefit of any insolvency act, or if any proceedings are
filed by or against Developer to declare Developer insolvent or unable to meet
its debts and such proceedings filed against Developer are not discharged
within thirty (30) days; or
(v) If a receiver or similar type of appointment or court
appointee or nominee of any name or character is made for Developer or its
property and such appointment is not discharged within thirty (30) days; or
(vi) If Developer shall abandon the Leased Property
during the term of this Lease; or
(vii) If Developer shall assign this Lease or sublet any
portion of the Leased Property, except as permitted herein.
Section 11.2 Remedies for an Event of Default. Upon the occurrence of
an Event of Default, the CRA, at any time thereafter, may, upon written
notice to Developer, and to any Leasehold Mortgagee who has provided notice
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to the CRA pursuant to Section 9.1(c) stating that this Lease is terminated
upon the date specified in such notice from the CRA to the Developer, as fully
and completely as if the date specified in such notice were the date herein
originally fixed for the expiration of the term of this Lease, and on the date so
specified, Developer shall then quit and surrender the Leased Property to the
CRA. Upon such termination of this Lease, as provided in this Section 11.2,
all rights and interest of Developer in and to the Leased Property, and every
part thereof, shall cease and terminate and the CRA may, in addition to any
other rights and remedies it may have, retain all sums paid to it by Developer
under this Lease. In addition, the CRA may pursue all remedies available at
law or in equity as a result of Developer's breach of the terms and provisions
of this Lease.
Section 11.3 Events of Default - CRA.
(a) Events of CRA Default. The following event is hereby
defined as an "Event of CRA Default": The failure of the CRA to perform any
of the covenants, conditions and agreements of this Lease which are to be
performed by the CRA and the continuance of such failure for a period of
thirty (30) days after written notice thereof from Developer to the CRA
(which notice shall specify the respects in which Developer contends that the
CRA has failed to perform any of such covenants, conditions and agreements)
and unless such Event of CRA Default, by its nature, cannot be cured within
the thirty (30) day period, such additional time as may reasonably be
required to cure same (not to exceed one hundred fifty (150) days), provided
the CRA commences the curative action within such thirty (30) day period
and shall continue diligently to prosecute all actions necessary to cure such
Event of CRA Default until completion but in no event beyond one hundred
fifty (150) days after receipt of notice of default from Developer.
(b) Remedies for an Event of CRA Default. If an Event of
CRA Default shall occur, Developer to the fullest extent permitted by law,
shall have the right to pursue any or all of the following remedies:
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(i) the right and option to terminate this Lease and all
of its obligations hereunder by giving written notice of such election to the
CRA whereupon this Lease shall terminate as of the date of such notice; or
(ii) the right to a writ of mandamus, injunction or
other similar equitable relief, available to it under Florida law against the
CRA (including any or all of the members of its governing body, and its
officers, agents or representatives); provided, however, that in no event shall
any member of such governing body or any of its officers, agents or
representatives be personally liable for any of the CRA's obligations to
Developer hereunder;
(c) Under no circumstances shall the CRA be liable for
damages as a result of the occurrence of an Event of CRA Default.
Section 11.4 Unavoidable Delay. For the purpose of any of the
provisions of this Lease, the term "Unavoidable Delay" shall mean a delay in
the performance of such obligation which has a reasonably demonstrable
effect on the Project due to area wide strikes, area wide lockouts, acts of God,
inability to obtain labor or materials due to governmental restrictions, enemy
action, civil commotion, fire, unavoidable casualty, hurricanes, earthquakes
or other natural catastrophes, and governmental or court imposed
moratorium or injunction which materially effects Developer's construction of
the Developer Improvements and other similar causes beyond the reasonable
control of the party (specifically excluding said parties solvency or financial
condition and typical ordinary delays in obtaining permits and other
approvals from governmental authorities). In the event of the occurrence of
any such Unavoidable Delay, the time or times for the performance of the
covenants, provisions and agreements of this Lease, shall be extended for the
period of delay actually caused by the Unavoidable Delay; provided, however,
that the party seeking the benefit of the provisions of this Section shall,
within ten (10) days after such party shall have become aware of such
Unavoidable Delay, give written notice to the other party, stating the event
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purportedly constituting the Unavoidable Delay and as soon as reasonably
possible thereafter provide written notice to the other party of the additional
period of time required for any performance as a result of the Unavoidable
Delay. The failure to provide such notice shall constitute the waiver of the
right of that party to claim that an Unavoidable Delay has occurred. Any
dispute between the Developer and the CRA as to whether an Unavoidable
Delay has occurred and/or the duration of the delay caused by the
Unavoidable Delay shall be decided by arbitration pursuant to Article XXIII
of this Lease at the request of either party.
Section 11.5 Obligations, Rights and Remedies Cumulative. The
rights and remedies of the parties to this Lease, whether provided by law or
by this Lease, shall be cumulative, and the exercise by either party of any one
or more of such remedies shall not preclude the exercise by it, at the same or
different times, of any other such remedies for the same default or breach or
of any of its remedies for any other default or breach by the other party. No
waiver made by either party with respect to performance, or manner or time
thereof, of any obligations of the other party or any condition to its own
obligation under this Lease shall be considered a waiver of any rights of the
party making the waiver with respect to the particular obligations of the
other party or condition to its own obligation beyond those expressly waived
and to the extent thereof, or a waiver in any respect in regard to any other
rights of the party making the waiver or in regard to any obligation of the
other party.
ARTICLE XII
PROTECTION AGAINST MECHANICS'
LIENS AND OTHER CLAIMS, INDEMNIFICATION
Section 12.1 Mechanics Liens and Payments of Obligations.
12.1.1 Developer to Discharge Contractors Liens. If any such
mechanics liens shall at any time be filed against the Leased Property,
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Developer shall cause same to be satisfied of record or transferred to bond
within thirty (30) days of recording. Upon Developer's failure to discharge
such lien(s), the CRA, in addition to any other right or remedy that it may
have, may take such action as may be reasonably necessary to protect its
interest and Developer shall pay any amount paid by the CRA in connection
with such action, and all reasonable legal and other costs and expenses
incurred by the CRA in connection therewith (including reasonable counsel
fees, court costs and other necessary disbursements). Any such amounts paid
by the CRA and the amount of any such expenses or costs incurred by the
CRA, if not paid by Developer to the CRA within thirty (30) days after the
date Developer receives written notice from the CRA of the amount thereof
and demand for payment of the same, shall, together with interest thereon at
the Default Rate from the date of the receipt by Developer of the aforesaid
written notice and demand to the date of payment thereof by Developer, be
treated as Additional Rental, and shall be payable by Developer to the CRA
within ten (10) days of the receipt of written demand for payment by the
CRA.
12.1.2 Payment of Materialmen and Suppliers. Developer shall
make, or cause to be made, prompt payment of all money due and legally
owing to all persons doing any work or to subcontractors in connection with
the development, construction, equipment, repair or reconstruction of any of
the Developer Improvements required by this Lease to be constructed by
Developer on the Leased Property. Nothing in this subparagraph (b) shall
limit the right of Developer to contest, in good faith, by legal proceedings or
otherwise, whether any amount claimed or alleged to be due and owing to
any such person is legally due and owing and to withhold payment of such
amounts pending resolution of such dispute.
Section 12.2 Indemnity. Notwithstanding any insurance policy or
policies the Developer is required to obtain or currently has in place,
Developer shall indemnify and save harmless the CRA from and against any
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and all actions, claims or demands, suits at law, in equity or before
administrative tribunals, due to the negligence of Developer, its agents,
servants, employees or contractors arising out of the use or occupancy of the
Leased Property by such persons. Developer shall defend any and all such
actions, claims, demands or suits on behalf of the CRA at Developer's sole
cost and expense.
Section 12.3 CRA Interest in Land. Nothing in this Lease shall be
deemed or construed in any way as constituting the consent of the CRA,
express or implied, by inference or otherwise to any person for the
performance of any labor or the furnishing of any materials nor as giving
Developer right, power, or authority to contract for or permit the rendering of
any services or the furnishing of any materials that would give rise to a
mechanic's or other liens against the Land. The CRA's interest in the Land
shall not be subject to liens for improvements made by Developer, and
Developer shall have no power or authority to create any lien against the
present estate, reversion or other estate of the CRA in the Land as a result of
Developer Improvements made by Developer. All materialmen, contractors,
artisans, mechanics and laborers and other persons contracting with
Developer with respect to the Leased Premises or any part thereof, are
hereby charged with notice that such liens are expressly prohibited and that
they must look solely to the Developer to secure payment for any work done
or material furnished for improvements to the Leased Premises ordered by
Developer.
ARTICLE XIII
INSURANCE
Section 13.1 Insurance Coverage. Beginning on the date of this Lease
and during the term of this Lease, for so long as portions of the Leased
Property are subject to this Lease, Developer, at its sole cost and expense,
shall maintain or cause to be maintained:
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(a) Property Insurance. Insurance on the Developer
Improvements against All Risks of physical loss or damage, including the
expense of the removal of debris of such property as a result of damage by an
insured peril. Coverage shall be written on as broad an "All Risk" form as is
commercially available. The insurance shall be written on a full replacement
cost basis. A deductible or self -insured loss amount of up to $50,000.00 shall
be permitted. If the policy or policies of insurance contain a co-insurance
requirement, the policy or policies shall contain an agreed amount
endorsement. The term "Developer Improvements", as used in this
paragraph, shall be deemed to include all personal property furnished or
installed on the Leased Property and owned by the Developer, and the
insurance herein provided shall cover the same.
During the construction period, property insurance may be
provided on a Completed Value Builder's Risk form. The CRA and Developer
shall be listed as named insured on such Builder's Risk Policy. The Builder's
Risk Policy shall include the following endorsements: (i) All Risk form;
(ii) Non -Reporting form — completed value; (iii) Specific Coverage (project
location and description); (iv) loss or damage to building material and
property of every kind and description, including insured's property to be
used in, or incidental to construction; (v) Business Interruption; (vi) Boiler
and Machinery; (vii) Transit; (viii) Foundation coverage; (ix) Scaffolding and
Forms coverage; (x) Plans, Blueprints and Specifications coverage;
(xi) Collapse; (xii) Flood, including inundation, rain, seepage and water
damage; (xiii) Earthquake; (xiv) Subsidence; (xv) Windstorm, including
hurricane; (xvi) freezing and temperature extremes or changes coverages;
(xvii) Ordinance or Building Laws; (xviii) Theft or Burglary; (xix) coverage for
loss arising out of Faulty Work or Faulty Materials; (xx) coverage for loss
arising out of Design Error or Omission; (xxi) Testing; (xxii) Debris Removal;
(xxiii) Soft (additional financing) Cost Coverage; (xxiv) Replacement Cost
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Valuation; (xxv) coinsurance requirements waived; and (xxvi) maintenance of
insurance coverage through warranty period.
The adequacy of the Insurance coverage may be reviewed and
modified periodically by the Executive Director at his discretion. Any review
by the Executive Director shall not constitute an approval or acceptance of
the amount of insurance coverage. In the event the Executive Director deems
the insurance coverage to be inadequate, the Executive director shall inform
Developer of the necessary coverages and Developer shall obtain such
coverage within thirty (30) days of such request. In the event of a loss and
the insurance reimbursements are inadequate to rebuild and restore the
damaged Developer Improvements to substantially their previous condition
before an insurable loss occurred, and the cause of the deficiency in insurance
proceeds is the failure of the Developer to adequately insure the Developer
Improvements as required by this Lease, Developer must nevertheless
rebuild and restore such Developer Improvements pursuant to the terms
hereof and must pay the entire cost of same notwithstanding the fact that
such insurance proceeds are inadequate.
(b) Automobile Liability Insurance. Automobile liability
insurance and equivalent policy forms covering all owned, non -owned, and
hired vehicles used in connection with any work arising out of this Lease.
Such insurance shall afford protection to at least a combined single limit for
bodily injury and property damage liability of $1,000,000 per occurrence.
Any review by the Executive Director shall not constitute an approval or
acceptance of the amount of insurance coverage. The CRA shall be included
as an additional named insured. The automobile liability insurance shall
include an endorsement including employees as included insured and a
waiver of subrogation endorsement.
(c) Liability Insurance. Comprehensive General Liability,
including contractual liability, products and completed operations, or an
equivalent policy form providing liability insurance against claims for
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personal injury or death or property damage, occurring on or about the
Leased Property, the Developer Improvements, or any elevator, escalator, or
hoist thereon. Such insurance shall afford protection to at least a combined
single limit for bodily injury and property damage liability of $1,000,000.00
per occurrence, with General aggregate limit of $2,000,000.00;
Products/Completed Operations aggregate limit of $2,000,000.00, and
Personal and Advertising Injury Limits of $1,000,000.00. The General
Liability policy shall include the following endorsements: (i) City of Miami
included as an additional insured; (ii) Products/Completed Operations
coverage shall be kept in force for a period of not less than three years from
the date of which the work was performed; (iii) employees included as
insured; (iv) Independent Contractors coverage; (v) Contractual Liability;
(vi) Waiver of Subrogation; (vii) Premises/Operations; (viii) Care, Custody
and Control Exclusion removed; (ix) Explosion, Collapse and Underground
Hazard; (x) Incidental Medical Malpractice; (xi) Loading and Unloading; and
(xii) Mobile Equipment (Contractors' equipment) whether owned, leased,
borrowed or rented by the Contractor or employees of the Contractor). Any
review by the Executive Director shall not constitute an approval or
acceptance of the amount of insurance coverage.
It is the CRA's intent that any liability insurance provided
pursuant to this Section shall be deemed primary insurance coverage in the
event of any loss arising from the premises and operations covered by this
Lease.
(d) Worker's Compensation. Worker's Compensation
insurance with limits of liability in compliance with Florida law. For work
that is subcontracted, the Developer shall require the subcontractor to
provide Worker's Compensation insurance for all of the subcontractor's
employees. The Worker's Compensation Insurance shall include waivers of
subrogation endorsements.
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(e) Employer's Liability. Employer's liability insurance in
the amount of $1,000,000.00 for bodily injury caused by an accident, each
accident; $1,000,000.00 for bodily injury caused by disease, each employee;
and $1,000,000.00 for bodily injury caused by disease, policy limit. The
Employer's Liability insurance policy shall include a waiver of subrogation
endorsement.
(f) Owner's Contractors' Protective Liability. Owner's
Contractors' Protective Liability Insurance in the amount of $1,000,000.00
per occurrence and $1,000,000.00 in the aggregate with the CRA as a named
insured.
(g) Pollution Liability. Pollution liability insurance in the
amount of $1,000,000.00, each pollution incident, with an aggregate loss limit
of $1,000,000.00; an aggregate expense limit of $1,000,000.00; an On -Site
First Party Clean -Up limit of $1,000,000.00; a While in Transit limit of
$1,000,000.00; and an Unnamed Disposal Sites Limit of $1,000,000.00. The
CRA shall be named as a named insured.
(h) Umbrella Policy. Umbrella policy with bodily injury and
property damage liability combined, single limit coverage of $1,000,000.00;
each occurrence of $1,000,000.00; aggregate coverage $1,000,000.00; and
Product/Completed Operations aggregate limit of $2,000,000.00. The
Umbrella Policy shall provide excess coverage over the Commercial General
Liability, the Business Automobile Liability and the Employer's Liability.
(i) Copies. Developer shall furnish Certificates of Insurance
with the CRA named as additional insured for the coverages specified
hereunder which shall clearly indicate that Developer has obtained insurance
in the type, amount and classification's herein required. Copies of all
policies of insurance and renewals thereof shall be furnished to the CRA by
the Developer prior to the effective date thereof. Copies of new or renewal
policies replacing any policies expiring during the term of this Lease shall be
delivered to the CRA at least thirty (30) days prior to the date of expiration of
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any policy, together with proof satisfactory to the CRA that all premiums
have been paid.
Section 13.2 Responsible Companies - Blanket Insurance Permitted.
All insurance provided for in this Article XIV shall be affected under valid
and enforceable policies issued by insurers of recognized responsibility, which
are licensed to do business in the State of Florida. All such companies must
be rated at least "A" as to management, and at least "Class X" as to financial
strength in the latest edition of Best's Insurance Guide, published by Alfred
M. Best Co., Inc. The insurance required by this Article may be part of
another policy or policies of the Developer in which other properties and
locations are also covered so long as the amount of insurance available to pay
losses at this location is at least the minimum required by this Section, and it
cannot be reduced in any manner by losses occurring at other properties or
locations.
Section 13.3 Named Insureds - Notice to CRA of Cancellation. All
policies of insurance described herein shall name Developer and the CRA as
insureds as their respective interests may appear. The policies shall also
name as insured, if required by either party or required pursuant to the
terms of any Leasehold Mortgage or Financing Sublease, any Leasehold
Mortgagee as the interest of any such Leasehold Mortgagee may appear.
Notwithstanding any such inclusion, the parties hereto agree that any losses
under such policy shall be payable, and all insurance proceeds recovered
thereunder shall be applied and disbursed in accordance with the provisions
of this Lease. All insurance policies shall provide that no material change,
cancellation or termination shall be effective until at least thirty (30) days
after receipt of written notice thereof has been received by the CRA.
Section 13.4 CRA May Procure Insurance if Developer Fails to Do So.
In the event Developer at any time refuses, neglects or fails to secure and
maintain in full force and effect any or all of the insurance required pursuant
to this Lease, the CRA, at its opinion, may procure or renew such insurance,
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and all amounts of money paid therefore by the CRA shall be treated as
Additional Rental payable by Developer to the CRA together with interest
thereon at the Default Rate from the date the same were paid by the CRA to
the date of payment thereof by Developer. The CRA shall notify Developer in
writing of the date, purposes and amounts of any such payments made by it,
which shall be payable by Developer to the CRA within ten (10) days of such
notification.
Section 13.5 Insurance Does Not Waive Developer's Obligations. No
acceptance or approval of any insurance agreement or agreements by the
CRA or the Executive Director shall relieve or release or be construed to
relieve or release Developer from any liability, duty or obligation assumed by,
or imposed upon it by the provisions of this Lease.
Section 13.6 Loss or Damage Not to Terminate Rental or This Lease.
Any loss or damage by fire or other casualty, of or to any of the Developer
Improvements on the Leased Property at any time, shall not operate to
terminate this Lease or to relieve or discharge Developer from the payment of
Rental, or from the payment of any money to be treated as Additional Rent in
respect thereto, pursuant to this Lease, as the same may become due and
payable, as provided in this Lease.
Section 13.7 Proof of Loss. Whenever any Developer Improvements, or
any part thereof, constructed on the Leased Property (including any personal
property furnished or installed in the Developer Improvements) shall have
been damaged or destroyed, Developer shall promptly make proof of loss in
accordance with the terms of the insurance policies and shall proceed
promptly to collect or cause to be collected, all valid claims which may have
arisen against insurers or others based upon any such damage or destruction.
Developer shall promptly give the CRA written notice of such damage or
destruction.
Section 13.8 Property Insurance Proceeds.
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(a) Authorized Payment. Except as otherwise provided in
Subsection (c) of this Section 13.8, all sums payable for loss and damage
arising out of the casualties covered by the property insurance policies shall
be payable:
(i) Directly to Developer, if the total recovery is equal
to or less than the then fair market value of Developer's property interest
except that if Developer is then in default under this Lease, such proceeds
shall be paid over to the CRA who shall apply the proceeds first to the
rebuilding, replacing and repairing of the Leased Property and then to the
curing of such default. Any remaining proceeds shall be paid over to
Developer;
(ii) To the Insurance Trustee, if the total recovery is in
excess of the amount described in (i) above to be held by such Insurance
Trustee pending establishment of reconstruction, repair or replacement costs
and shall be disbursed to Developer pursuant to the provisions of
subparagraph (b) of this Section 13.8. If at the time such proceeds become
payable, there is a Leasehold Mortgage on the Leased Property, the
Leasehold Mortgagee shall serve as the Insurance Trustee, but if there's no
Leasehold Mortgagee at that time, or if the Leasehold Mortgagee refuses to
serve as Insurance Trustee, the Insurance Trustee shall be such commercial
bank or trust company as shall be designated by Developer and approved by
the Executive Director, which approval shall not be unreasonably withheld or
delayed.
(b) Disposition of Insurance Proceeds for Reconstruction. All
amounts received upon such policies shall be used, to the extent required, the
reconstruction, repair or replacement of the Developer Improvements and the
personal property of Developer contained therein, so that the Developer
Improvements or such personal property shall be restored to a condition
comparable to the condition prior to the loss or damage (hereinafter referred
to as "Reconstruction Work"). From the insurance proceeds received by the
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Insurance Trustee, there shall be disbursed to Developer such amounts as
are required for the Reconstruction Work. Developer shall submit invoices or
proof of payment to the Trustee for payment or reimbursement in accordance
with an agreed schedule of values approved in advance by the Executive
Director.
Any amount remaining in the hands of the Insurance Trustee
after the completion of the Reconstruction Work shall be paid to Developer.
(c) Lenders and Lender/Landlords May Have Benefit of
Insurance Fund for Reconstruction. In the event Developer, pursuant to any
Leasehold Mortgage or Financing Sublease, shall at any time authorize the
Lenders or Lender Landlords on its behalf or in his stead to enter upon the
Leased Property and undertake or prosecute the reconstruction or repair of
any building on the Leased Property damaged or destroyed by fire, or other
insured -against hazard or peril and to have and receive for Developer or
Leasehold Mortgagee use for such purpose such insurance proceeds, then in
that case said insurance proceeds shall be equally available to such
Leasehold Mortgagee as to Developer as provided in Section 13.8(b), and it
shall in like manner and to like extent at the request of any such Leasehold
Mortgagee, be applied to the reconstruction or repair of any such building so
damaged or destroyed.
Section 13.9 Covenant for Commencement and Completion of
Reconstruction. Subject to the provisions of Section 13.1(b) and Section
13.10, Developer covenants and agrees to commence the Reconstruction Work
as soon as practicable but in any event within ninety (90) days after the
insurance proceeds for the destroyed or damaged improvements or personalty
have been received, and to fully complete such Reconstruction Work as
expeditiously as possible consistent with the nature of the damage, but in any
event within twenty-four (24) months from the start thereof; provided, that if
it is not practicable to commence such Reconstruction Work within such
ninety (90) day period, or to complete such Reconstruction Work within such
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twenty four (24) month period, then such Reconstruction Work may be
commenced and completed within a longer period, provided that such period
shall be approved in writing by the Executive Director after written request
from Developer. As used in the preceding sentence, the term "available net
insurance proceeds" means the sum actually paid by the insurer or insurers
in respect of the claim in question, less all costs and expenses incurred by
Developer or the Insurance Trustee in the collection, holding and
disbursement of same, including (without limitation) reasonable attorney's
fees.
Section 13.10 Developer's Rights In the Event of Uninsured
Major Casualty. In the event any part of the Developer Improvements or the
Leased Property is damaged or destroyed by reason of any casualty which is
not required to be insured against pursuant to Section 13.1 and is not in fact
insured against, then at Developer's option, in lieu of rebuilding, replacing or
repairing the portion of the Developer Improvements or the Leased Property
so damaged or destroyed, Developer may give notice to the CRA, within
thirty (30) days after the occurrence of such damage or destruction, of
Developer's election to terminate this Lease as to the portion of the Developer
Improvements or the Leased Property so damaged or destroyed of Developer's
intention to terminate this Lease, or portion thereof, on any business day
specified in such notice which occurs not less than forty-five (45) or more than
sixty (60) days after such damages or destruction provided that such notice
shall be accompanied by a certificate from Developer, signed by the
appropriate officer or general partner, stating that in the reasonable
judgment of Developer, the Developer Improvements, or portion thereof, and
the Leased Property, or portion thereof, are economically unsuitable for
Developer's continued use and occupancy by reason of such uninsured
damage or destruction. This Lease shall thereupon terminate as to such
portion of the Leased Property on such termination date except that
Developer shall, at its expense, promptly demolish any buildings or other
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improvements situated on the portion of the Leased Property as to which this
Lease shall have been terminated and shall clear and grade such portion of
the Leased Property prior to the effectiveness of such termination. The CRA
and Developer shall, at the request of either, execute such instruments or
documents as may be reasonably necessary or desirable in order to amend
this Lease to delete such portion of the Leased Property from the description
of the property demised hereby.
ARTICLE XIV
CONDEMNATION
Section 14.1 Entire Leased Property Taken by Condemnation. In the
event that the whole of the Leased Property and Developer Improvements (or
such portion thereof as shall, in the good faith opinion of the Developer,
render it economically unfeasible to effect restoration thereof) shall be taken
for any public use or purpose by the exercise of the power of eminent domain,
or shall be conveyed by the CRA and Developer and individual owners of
Developer Improvements or portions thereof acting jointly to avoid
proceedings of such taking, the Rental and money to be treated as Additional
Rental pursuant to this Lease and the Public Charges shall be prorated and
paid by the Developer to the date of such taking or conveyance, and this
Lease shall terminate and become null and void as of the date of such taking
or conveyance. The award or awards of damages allowed to the CRA or
Developer or individual owners of Developer Improvements or portions
thereof shall be paid as follows:
First: There shall be paid all expenses, if any, including
reasonable attorney's fees incurred by the CRA and Developer and
individual owners of Developer Improvements or portions thereof in
such condemnation suit or conveyance;
Second: CRA and Developer and individual owners of Developer
Improvements or portions thereof shall be paid portions of the balance
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of said award or awards which are allocable to and represented by the
value of their respective interest in the Leased Property as found by
the court or jury in its condemnation award or if no such separate
awards are obtained such balance shall be paid to Developer and the
CRA in the same proportion as the then Fair Market Value of each
party's respective interest or estate in the Leased Property and the
Developer Improvements bears to the total Fair Market Value of the
interests and estates of both parties in the Leased Property and
Developer Improvements within thirty (30) days of the time of the
taking.
Section 14.2 Partial Taking of Leased Property by Condemnation.
(a) In the event that less than all of the Leased Property or
Developer Improvements shall be taken for any public use or purpose by the
exercise of the power of eminent domain, or shall be conveyed by the CRA
and Developer and individual owners of Developer Improvements or portions
thereof acting jointly to avoid proceedings of such taking, and Developer shall
be of the good faith opinion that it is economically feasible to effect
restoration thereof then this Lease and all the covenants conditions and
provisions hereunder shall be and remain in full force and effect as to all of
the Leased Property not so taken or conveyed (except as provided in
subsection (b) of this Section 14.2 and in Section 14.3). Developer shall to the
extent condemnation proceeds are made available to it pursuant to the terms
hereof, remodel repair and restore the Developer Improvements so that they
will be comparable to the Developer Improvements prior to the condemnation
taking into consideration the fact of the condemnation; provided, however,
that in so doing Developer shall not be required to expend more than the
amount of any such award actually received by Developer less all costs and
expenses (including reasonable attorney's fees) incurred in the collection of
same.
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(b) The award or awards of damages allowed to CRA and
Developer and individual owners of Developer Improvements or portions
thereof shall be paid to and received by the parties as follows:
First: There shall be paid all expenses, if any, including
any reasonable attorney's fees incurred by CRA and Developer
and individual owners of Developer Improvements or portions
thereof in such condemnation suit or conveyance;
Second: There shall be paid to the CRA the value of the
portion of the Land so taken which land shall be valued as if
unimproved and unencumbered;
Third: There shall be paid to the Developer the amount
required to complete the remodeling and repairs to the
Developer Improvements pursuant to (a) above;
Fourth: CRA, Developer and individual owners of
Developer Improvements or portions thereof shall be paid
portions of the balance of said award or awards if any which are
allocable to and represented by the value of their respective
interest in the Leased Property as found by the court or jury in
its condemnation award, or if no such separate awards are
obtained, such balance shall be paid to Developer and the CRA
and individual owners of Developer Improvements or portions
thereof in the same proportion as the then Fair Market Value of
each party's respective interest or estate in the Leased Property
and the Developer Improvements bears to the total Fair Market
Value of the interests and estates of both parties in the Leased
Property and Developer Improvements.
Section 14.3 Adjustment of Rent Upon Partial Taking. In the event a
part of the Leased Property and the Developer Improvements thereon, if any,
shall be taken for any public use or purpose by the exercise of the power of
eminent domain, or shall be conveyed by CRA and Developer and individual
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owners of Developer Improvements or portions thereof acting jointly to avoid
proceedings of such taking then Rental and money to be treated as Additional
Rental pursuant to this Lease and the Public Charges in respect of such part
of the Leased Property shall be paid by Developer to the date of such taking
or conveyance and after such date the Rent for the remainder of the Leased
Property shall be reduced by such an amount as may be agreed upon in
writing by the parties hereto based upon the square footage of the Land so
taken.
Section 14.4 Taking for Temporary Use or of Leasehold Estate. If, by
the exercise of the power of eminent domain or under threat thereof the
whole or any part of the Leased Property or the Developer Improvements
shall be taken for temporary use or the whole or any part of the leasehold
estate created by this Lease shall be taken all awards or other payments
shall be paid to Developer and individual owners of Developer Improvements
or portions thereof alone except that:
(a) if any portion of any such award or payment on account of
a taking for temporary use is made by reason of any damage to or destruction
of any portion of the Developer Improvements, such portion shall be applied
to pay the cost of restoration; and
(b) if any portion of an award or payment on account of a
taking for temporary use relates to a period beyond the date of expiration of
the term of this Lease, such portion shall be paid to the CRA; and
(c) all payments of Annual Basic Rental, Public Charges and
Additional Rent by the Developer shall continue as if no condemnation had
taken place.
ARTICLE XV
RIGHTS OF OCCUPANCY AND ACCESS,
MAINTENANCE, OWNERSHIP OF DEVELOPER IMPROVEMENTS
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Section 15.1 Quiet Enjoyment. The CRA represents and warrants that
Developer, upon paying the Rental pursuant to this Lease and observing and
keeping the covenants and agreements of this Lease on its part to be kept
and performed, shall lawfully and quietly hold occupy and enjoy the Leased
Property without hindrance or molestation by the CRA during the term of
this Lease or by any person or persons claiming under the CRA.
Section 15.2 Waste. Developer shall not permit, commit or suffer
waste or impairment of the Leased Property or the Developer Improvements
thereon, or any part thereof.
Section 15.3 Maintenance and Operation of Developer Improvements.
Developer shall at all times keep the Developer Improvements constructed on
the Leased Property and all furnishings located therein in good and safe
condition and repair as other first class projects in similar usage are kept
(reasonable wear and tear expected), and in the occupancy, maintenance and
operation of such Developer Improvements, and of the Leased Property, shall
comply with all laws, ordinances, codes and regulations applicable thereto.
Section 15.4 Ownership of Developer Improvements During Lease.
Prior to the expiration or termination of this Lease, title to the Developer
Improvements shall not vest in the CRA by reason of its ownership of fee
simple title to the Leased Property, but title to such Developer Improvements
shall remain in Developer and any individual owners of the Developer
Improvements or portion thereof. Upon the expiration or termination of this
Lease, title to the Developer Improvements shall automatically vest in the
CRA, free and clear of all claims arising by, through or under Developer.
Section 15.5 CRA and Developer to Join in Certain Actions. Within
ten (10) business days after receipt of written request from Developer, the
CRA shall:
(a) Join Developer, when required by law, in any and all
applications for permits, licenses, or other authorizations required by any
governmental or public authority which has jurisdiction in connection with
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any work as may be reasonably necessary or appropriate for the construction
of the Developer Improvements to be constructed by Developer on the Leased
Property; and
(b) Join Developer in any grants of, or grant such easements
or rights with respect to vehicular access, electric, telephone, gas, water,
sewer, steam and such other public utilities and facilities as may be
reasonably necessary or appropriate for the construction, operation or use of
the Leased Property or any Developer Improvements to be erected by
Developer thereon. Developer shall pay all fees and charges for all such
applications and grants.
ARTICLE XVI
ADMINISTRATIVE EXPENSES
Developer covenants and agrees to reimburse the CRA, on a quarterly
basis, for all out of pocket costs and expenses incurred by the CRA from and
after the execution of this Lease through the completion of construction of the
Project and the sale of the Affordable Units, in connection with overseeing
and monitoring the activities of Developer, pursuant to the terms of this
Lease, and the documents executed in connection herewith, which costs and
expenses shall not exceed Seventy Five Thousand and No/100 Dollars
($75,000.00) per year. The CRA shall submit to Developer, evidence of such
out of pocket expenses not more often than quarterly. Developer shall
reimburse the CRA for such expenses within thirty (30) days of receipt of
such documentation, subject to the annual reimbursement limitation of
Seventy Five Thousand and No/100 Dollars ($75,000.00) per year. If there is
a dispute between Developer and the Executive Director regarding any such
expenses, the dispute shall be submitted to the City Manager for resolution.
The decision of the City Manager shall be binding on the parties. Any
payment not made by Developer within thirty (30) days of when due shall
bear interest at eighteen percent (18%) per annum until paid.
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ARTICLE XVII
DEVELOPER NOT TO ENCUMBER CRA'S INTEREST
Developer shall have no right or power to, and shall not in any way
encumber the title of the CRA in and to the Land, or the title of the CRA's
remainder or residual interest in the Developer Improvements. The fee
simple estate of the CRA in the Land and the remainder or residual interest
of the CRA in the Developer Improvements shall not be in any way subject to
any claim by way of lien or otherwise, whether claimed by operation of law or
by virtue or any express or implied lease or contract or other instrument
made by Developer and any claim to the lien or otherwise upon the Land or
in the Developer Improvements arising from any act or omission of Developer
shall accrue only against Developer's interest in the Developer
Improvements.
ARTICLE XVIII
LIMITATION OF LIABILITY
Section 18.1 Limitation of Liability of Developer.
a. General Limitation on Liability. It is expressly
understood and agreed by and between the parties, anything herein to the
contrary notwithstanding, that each and all of the representations,
covenants, undertakings and agreements herein made on the part of
Developer are made and intended not as personal representations, covenants,
undertakings and agreements by the members, officers, agents and investors
of Developer or any officers, agents, shareholders, directors, members,
partners, investors or any other person of any of Developer's constituent
entities or for the purpose or with the intention of binding any of the
foregoing personally; but are made and intended for the purpose of binding
Developer and the leasehold estate created by this Lease.
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b. Limited Carve -Out. Notwithstanding the
foregoing, in the event of: (i) an actual and intentional fraud committed by
any of Developer's partners or officers in any written documents prepared by
Developer submitted to the CRA or (ii) any misappropriation of insurance
proceeds or condemnation awards by Developer (should same be paid directly
to Developer), any such partners or officers committing the fraud or causing
such misappropriation shall have personal liability to the extent of any actual
damages sustained to the CRA proximately caused by such fraud or
misappropriation, and the property and assets of such partner or officer
committing the fraud or causing the misappropriation shall be subject to levy
of execution or enforcement procedure for the satisfaction of the CRA's
remedies hereunder, but only to the extent that the CRA is unable to look to
the Developer Improvements for recovery of such damages.
Section 18.2 Limitation of Liability of CRA. It is expressly understood
and agreed by and between the parties, anything herein to the contrary
notwithstanding, that each and all of the representations, covenants,
undertakings and agreements herein made on the part of the CRA while in
form purporting to be the representations, covenants, undertakings and
agreements of the CRA are nevertheless, each and every one of them, made
and intended not as personal representations, covenants, undertakings and
agreements by the CRA, or any board member, employee, official,
representative, attorney or agent of the CRA or for the purpose of binding the
CRA's fee simple interest in the Land only. NOTWITHSTANDING
ANYTHING TO THE CONTRARY IN THIS LEASE, NEITHER THE CRA
NOR ANY BOARD MEMBER, EMPLOYEE, OFFICIAL,
REPRESENTATIVE, ATTORNEY OR AGENT OF THE CRA SHALL BE
PERSONALLY LIABLE, DIRECTLY OR INDIRECTLY, UNDER OR IN
CONNECTION WITH THIS LEASE, OR ANY DOCUMENT, INSTRUMENT
OR CERTIFICATE SECURING OR OTHERWISE EXECUTED IN
CONNECTION WITH THIS LEASE, OR ANY AMENDMENTS OR
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MODIFICATIONS TO ANY OF THE FOREGOING MADE AT ANY TIME
OR TIMES, HERETOFORE OR HEREAFTER, OR IN RESPECT OF ANY
MATTER, CONDITION, INJURY OR LOSS RELATED TO THIS LEASE OR
THE LAND AND ONLY THE CRA'S INTEREST IN THE LAND (OR
PROCEEDS THEREOF) SHALL BE AVAILABLE TO SATISFY ANY
CLAIMS AGAINST THE CRA; AND DEVELOPER AND EACH OF ITS
SUCCESSORS AND ASSIGNEES WAIVES AND DOES HEREBY WAIVE
ANY SUCH PERSONAL LIABILITY. As used in this Lease, the term "CRA"
means only the current owner or owners of the fee title to the Land. Each
successor is obligated to perform the obligations of the CRA under this Lease
only during the time such successor owns such interest or title. Any
successor who transfers its title or interest is relieved of all liability with
respect to the obligations of the CRA under this Lease to be performed on or
after the date of transfer. However, each successor shall deliver to its
transferee all funds previously paid by Developer if such funds have not yet
been applied under the terms of this Lease.
ARTICLE XIX
SURRENDER AND HOLDING OVER
Section 19.1 Surrender at End of Term. Upon the expiration or sooner
termination of this Lease, Developer shall peaceably and quietly leave,
surrender and deliver to the CRA, in their "as is" condition, the entire Leased
Property, together with the following items: (i) the Developer Improvements;
and (ii) all alterations, changes, additions and other improvements made
upon the Leased Property.
Section 19.2 Rights Upon Holding Over. At the expiration of the
Term, or any earlier termination of this Lease, Developer shall yield up
immediate possession of the Leased Property and the Developer
Improvements to the CRA but in the event that Developer fails to do so,
Developer shall pay to the CRA for the whole time such possession is
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withheld beyond the date of expiration or termination of this Lease a sum per
day equal to two hundred percent (200%) times 1/365th of the aggregate of the
Rent paid or payable to the CRA for the immediately preceding calendar
year.
Section 19.3 No Waiver. The provision of this Article shall not be held
to be a waiver by the CRA of any right of entry or reentry as set forth in this
Lease, nor shall the receipt of a sum, or any other act in apparent affirmance
of the tenancy, operate as a waiver of the right to terminate this Lease for
any breach of Developer under this Lease (subject to any applicable notice
and/or cure periods).
Section 19.4 Survival. The provisions of this Article shall survive the
expiration or earlier termination of this Lease.
ARTICLE XX
ENVIRONMENTAL LIABILITY
Section 20.1 Definition of Terms. For purposes of this Article XX, the
following terms shall have the meanings attributed to them in this Section:
a. "Hazardous Materials" means (1) petroleum and its
constituents; (ii) radon gas, asbestos in any form which is or could become
friable, urea formaldehyde, foam insulation, transformers or their shipment
which contain dielectric fluid containing levels of polychlorinated biphenyls
in excess of federal, state or local safety guidelines, whichever are more
stringent; (iii) any substance, gas, material or chemical which is or may
hereafter be defined as or included in the definition of "hazardous
substances," "hazardous materials," "hazardous wastes," "pollutants or
contaminants," "solid wastes" or words of similar import under any
Environmental Law; and (iv) any other chemical, material, gas or substance,
the exposure to or release of which is regulated by any governmental
authority.
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b. "Environmental Laws" means all applicable
requirements relating to the protection of human health or the Environment,
including, without limitation, requirements relating to reporting, licensing,
permitting, investigation and remediation of any Release or Threat of Release
of Hazardous Materials, into the Environment, or relating to the
manufacture, processing, distribution, use, treatment, storage, disposal,
transport or handling of Hazardous Materials or pertaining to the protection
of the health and safety of employees or the public, as such requirements are
contained in all applicable federal, state and local environmental, public
health, and safety laws, regulations, orders, permits, licenses, approvals,
ordinances and directives, now or hereafter in effect, including, but not
limited to, all applicable requirements of the Clean Air Act (42 U.S.C. §7401
et seq.); the Clean Water Act; the Resource Conservation, and Recovery Act,
as amended by the hazardous and Solid Waste Amendments of 1984 (42
U.S.C. §6901 et seq.); the Safe Drinking Water Act; the Comprehensive
Environmental Response, Compensation and Liability Act, as amended by
the Superfund Amendments and Reauthorization Act of 1986 (42 U.S.C.
§9061 et seq.); the Hazardous Materials Transportation Act (49 U.S.C. §1801
et seq.); the Occupational Health and Safety Act; the Toxic Substances
Control Act; the Federal Water Pollution Prevention and Removal Act, as
amended (33 U.S.C. §1251 et seq.); the Florida Pollutant Discharge
Prevention and Removal Act (Florida Statutes, Chapter 376); the Water
Resources Drinking Water Act; Florida Environmental Reorganization Act of
1975 (Florida Statutes, Chapter 403).
c. "Environment" means soil, surface waters,
groundwaters, land, stream sediments, surface or subsurface strata and
ambient air.
d. "Costs" means all costs incurred in connection with
correcting any violations of any Environmental Laws.
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e. "Release" means any releasing, seeping, spilling,
leaking, pumping, pouring, emitting, emptying, discharging, injecting,
escaping, leaching, disposing, or dumping into the Environment.
f. "Threat of Release" means a substantial likelihood
(as determined by an environmental consultant selected by Developer and
reasonably acceptable to the CRA) of a Release which requires action to
prevent or mitigate damage to the Environment which may result from such
Release.
g. "Clean Up" means any remediation and/or disposal
of Hazardous Materials at or from the Leased Property which is ordered by
any federal, state, or local environmental regulatory agency, if necessary, to
avoid injury to persons or property.
Section 20.2 Environmental Obligations of Developer. Developer
hereby covenants and agrees that during the Term it shall not: (a) cause or
permit any Hazardous Materials to be generated, produced, brought, used,
stored, treated, discharged, released, spilled or disposed of upon, in, under or
about the Leased Property by Developer or any of Developer's tenants, or by
any subsidiaries, assignees or invitees thereof, or by any of the employees,
agents, contractors or subcontractors of any of the foregoing (all the foregoing
collectively, "Related Parties"), which is, in any case, in violation of the
Environmental Laws, or (b) otherwise cause or permit the violation of any
Environmental Law in connection with the Leased Property. Upon
termination of expiration of the Lease, Developer shall, at is sole cost and
expense, cause all Hazardous Materials, including their storage devices,
placed in or about the Leased Property by Developer or its Related Parties, or
at their direction to be removed from the Leased Property and transported for
use, storage or disposal in accordance and compliance with all applicable
Environmental Laws.
Section 20.3 Developer's Liability for Contamination During Lease
Term. Developer shall undertake at Developer's sole cost and expense, any
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necessary action, including any remediation and/or disposal reasonably
required, as determined by Developer in good faith, as a result of a Release of
a Hazardous Material occurring on or from the Leased Property in connection
with any activity or acts of Developer or any of its Related Parties, during the
Term.
Section 20.4 Indemnity. Developer shall defend, indemnify, and hold
harmless the CRA and its agents, officials, and employees, to the fullest
extent permitted by law, from and against all expenses of remediation,
disposal or other similar type of clean up or action necessary for compliance
with the Environmental Laws, and any and all claims, causes of action, or
demands, in law or in equity, including, but not limited to, all lien claims,
administrative claims, claims for injunctive relief, claims of property damage,
natural resources damages, environmental response and clean up costs, fines,
penalties, and expenses (including, without limitation, counsel fees,
consultant fees and expert fees, costs and expenses incurred in investigation
and defending against the assertion of such liabilities), which may be
sustained, suffered or incurred by the CRA, its agents, officials or employees
in connection with failure by Developer or its Related Parties to fully comply
with the provisions of this Article. The parties acknowledge and agree that
the indemnification provided above in this Section is conditioned upon the
failure of Developer to fully comply with the provisions of this Article and
that such indemnification does not cover any costs of clean-up required by the
presence of any Hazardous Materials on the Leased Property resulting solely
from the acts or negligence of any third party or parties other than Developer
or the Related Parties.
Section 20.5 Notices. If Developer or the CRA receives any written
notice of a Release, Threat of Release or environmental condition at the
Leased Property or a written notice with regard to air emissions, water
discharges, noise emissions, recycling, or any violation of any Environmental
Law (any such notice, an "Environmental Complaint") independently or by
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notice form any governmental authority, or with respect to any litigation
regarding environmental conditions at or about the Leased Property, then
such party shall give prompt written notice of the same to the other party
detailing all relevant facts and circumstances.
Section 20.6 CRA's Remedies. Promptly after becoming aware of any
violation of any Environmental Law at the Leased Property, Developer shall
commence to remediate in accordance with its obligations hereunder and
thereafter diligently pursue the completion thereof in a reasonable time (and
in any event in accordance with Environmental Laws). If Developer fails to
do so, the CRA may give written notice of such failure to Developer, and if
such failure continues for five (5) days after Developer receives such notice,
the CRA shall have the right, but not the obligation, to enter onto the Leased
Property and to take such action as it reasonably deems necessary or
advisable to clean-up, remove, resolve or minimize the impact of or otherwise
deal with any Hazardous Materials, Release, Threat of Release or
Environmental Complaint upon its obtaining knowledge of such matters
independently or by receipt of any notice from any person or governmental
authority, and all of the reasonable costs and expenses of the CRA in
connection therewith shall be deemed to be additional Rent due from the
Developer to the CRA hereunder.
ARTICLE XXI
INDEMNIFICATION AND RELEASE OF CRA
Section 21.1 General Indemnification of CRA Without Limitation of
Any Other Indemnity Given Hereunder. Developer shall indemnify, defend
and save harmless the CRA and the CRA's successors, permitted assigns,
officials, employees and agents (the "CRA Indemnified Parties") from and
against any and all claims, actions, proceedings, damages, losses, liabilities,
costs and expenses (including, without limitation, reasonable attorneys' fees
and costs) by or on behalf of any person, arising out of, resulting from, or in
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any way connected to: (i) any development, construction or other work in or
about Developer Improvements and/or Leased Property; (ii) a hazardous
condition of or present on the Developer Improvements and/or Leased
Property; (iii) any breach or default on the part of Developer in the
performance of any of Developer's obligations pursuant to the terms of this
Lease; (iv) any act or negligence of Developer or any of its officers, employees,
agents, servants, representatives, contractors, invitees, or licensees; or (v)
any accident, injury, or damage caused to any person occurring during the
Term in or on the Leased Property; provided, however, that the CRA shall
not be indemnified, defended or held harmless from any of the foregoing to
the extent cause by the CRA's intentional acts or gross or wanton negligence
upon the Leased Property (collectively, the "Indemnified Matters").
Section 21.2 Defense. In case any action or proceeding is brought
against the CRA by reason of any of the Indemnified Matters, Developer,
upon sixty (60) days' written notice from the CRA, shall, at is expense, resist
or defend the action or proceeding by counsel reasonably satisfactory to the
CRA.
Section 21.3 CRA's Participation. If Developer is required to defend
any action or proceeding pursuant to this Article to which action or
proceeding the CRA is made a party, the CRA shall also be entitled to appear,
defend, or otherwise take part in the matter involved, at its election, and at
the sole expense of the CRA by counsel located within Miami -Dade County,
Florida of its own choosing, provided that: (i) such action by the CRA shall
not limit or make void any liability of any insurer of the CRA or Developer
with respect to the claim or matter in question; and (ii) the CRA shall not,
without Developer's prior written consent, settle any such action or
proceeding or interfere with Developer's defense or prosecution of such action
or proceeding.
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Section 21.4 No Limitation. The foregoing agreements of indemnity
are in addition to and not by way of limitation of any other covenants in this
Lease to indemnify the CRA.
Section 21.5 Challenges to Lease. Developer acknowledges and agrees
that: (i) the CRA shall have no liability whatsoever to Developer in
connection with any such challenge, and Developer hereby forever waives and
releases the CRA from any such liability, now or hereafter arising; and (ii)
Developer shall, at its expense, undertake the defense of (but not indemnify
the CRA against) any action brought against the CRA seeking to set aside or
invalidate this Lease. The CRA may participate in any such defense, but
neither party shall settle or compromise any such action without the prior
written consent of the other party.
Section 21.6 Survival. The provisions of this Article shall survive the
expiration or sooner termination of this Lease.
ARTICLE XXII
MISCELLANEOUS PROVISIONS
Section 22.1 No Partnership or Joint Venture. It is mutually
understood and agreed that nothing contained in this Lease is intended or
shall be construed in any manner or under any circumstances whatsoever as
creating or establishing the relationship of co-partners, or creating or
establishing the relationship of a joint venture between the CRA and
Developer, or as constituting Developer as the agent or representative of the
CRA for any purpose or in any manner whatsoever.
Section 22.2 Recording, Documentary Stamps. This Lease shall be
recorded amount the Public Records of Miami -Dade County, State of Florida
and either party may cause any modification or addition to this Lease or any
ancillary document relevant to this transaction to be so recorded and the cost
of any such recordation, cost of any State of Florida documentary stamps
which legally must be attached to any or all of said papers and the cost of the
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applicable Miami -Dade County and State transfer tax, if applicable, shall be
paid in full by the Developer.
Section 22.3 Florida and Local Laws Prevail. This Lease shall be
governed by the laws of the State of Florida. This Lease is subject to and
shall be interpreted to effectuate its compliance with the Charter of the City
of Miami and the Miami -Dade County Charter and Code. Any conflicts
between this Lease and the aforementioned Codes and Charters shall be
resolved in favor of the latter. If any term covenant or condition of this Lease
or the application thereof to any person or circumstances shall to any extent,
be illegal, invalid, or unenforceable because of present or future laws or any
rule or regulations of any governmental body or entity or becomes
unenforceable because of judicial construction, the remaining terms,
covenants and conditions of this Lease, or application of such term, covenant
or condition to persons or circumstances other than those as to which it is
held invalid or unenforceable, shall not be affected thereby and each term,
covenant, or condition of this Lease shall be valid and be enforced to the
fullest extent permitted by law.
Section 22.4 Conflicts of Interest; CRA Representatives Not
Individually Liable. No member, official, representative, or employee of the
CRA or the Executive Director shall have any personal interest, direct or
indirect, in this Lease, nor shall any such member, official, representative or
employee, participate in any decision relating to this Lease which affects his
or her personal interest or the interest of any corporation, partnership or
association in which he or she is, directly or indirectly, interested. No
member, official, representative or employee of the CRA or the Executive
Director shall be personally liable to Developer or any successor in interest in
the event of any default or breach by the CRA or the Executive Director or for
any amount which may become due to Developer or successor or on any
obligations under the terms of the Lease.
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Section 22.5 Notice. A notice of communication under this Lease by
either the CRA or the Executive Director, on the one hand, to Developer, or,
on the other , by Developer to the CRA or the Executive Director shall be
sufficiently given or delivered if dispatched by registered or certified mail,
postage prepaid, return receipt requested, overnight express mail, or by a
courier service which obtains receipts for delivery; and
(a) Developer. In the case of a notice or communication to
Developer if addressed as follows:
Sawyer's Walk, Ltd.
c/o Tirso San Jose
Crosswinds at Poinciana, LLC
600 Corporate Drive, Suite 102
Ft. Lauderdale, Florida 33334
With a copy to:
I. Barry Blaxberg, Esq.
Blaxberg, Grayson, Kukoff & Segal, P.A.
25 S.E. Second Avenue, Suite 730
Miami, Florida 33131
(b) CRA. In the case of a notice or communication to the CRA
or the Executive Director, if addressed as follows:
SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY REDEVELOPMENT AGENCY
Attention: Executive Director
49 N.W. 5th Street
Suite 100
Miami, Florida 33128
With a copy to:
Jorge L. Fernandez, Esq., City Attorney
City of Miami
444 SW 2nd Avenue, Suite 945
Miami, Florida 33130
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William R. Bloom, Esq.
Holland & Knight LLP
701 Brickell Avenue
Suite 3000
Miami, Florida 33131
James H. Villacorta, Esq.
49 N.W. 5th Street
Suite 100
Miami, Florida 33128
or is such notice is addressed in such other way in respect to any of the
foregoing parties as that party may, from time to time, designate in writing,
dispatched as provided in this Section 22.5. Notices personally delivered or
sent by overnight courier shall be deemed given on the date of delivery and
notices mailed in accordance with the foregoing shall be deemed given upon
receipt or the date delivery is refused.
Section 22.6 Estoppel Certificates. The CRA and Developer shall at
any time and from time to time, within thirty (30) days after written request
by the other, execute, acknowledge and deliver to the party which has
requested the same or to any prospective Leasehold Mortgagee, assignee or
Subtenant designated by Developer a certificate stating that (i) the Lease is
in full force and effect and has not been modified, supplemented or amended
in any way, or, if there have been modifications, the Lease is in full force and
effect as modified, identifying such modification Lease, and if the Lease is not
in force and effect, the certificate shall so state: (ii) the Lease as modified
represents the entire agreement between the parties as to this leasing, or, if
it does not, the certificate shall so state; (iii) the dates on which the term of
this Lease commenced and will terminate; (iv) all conditions under the Lease
to be performed by the CRA or Developer, as the case may be, have been
satisfied and, as of the date of such certificate, there are not existing defenses
or offsets which the CRA or Developer, as the case may be, has knowledge
against the enforcement of the Lease by the other party, or, if such conditions
have not been satisfied or if there are any defenses or offsets, the certificate
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shall so state; and (v) the rental due and payable for the year in which such
certificate is delivered has been paid in full, or, if it has not been paid, the
certificate shall so state. The party to whom any such certificate shall be
issued may rely on the matters therein set forth and thereafter the party
issuing the same shall be estopped from denying the veracity or accuracy of
the same. Any certificate required to be made by the CRA pursuant to this
paragraph may be made on its behalf by the Executive Director.
Section 22.7 Titles of Articles and Sections. Any titles of the several
parts, Articles and Sections of this Lease are inserted for convenience of
reference only and shall be disregarded in construing or interpreting any of
its provisions.
Section 22.8 Counterparts. This Lease may be executed in
counterparts, each of which shall be deemed an original, and such
counterparts shall constitute one and the same instrument. This Lease shall
become effective only upon execution and delivery of this Lease by the parties
hereto and execution and delivery of all Exhibits referred to in Section 1.1.
Section 22.9 Nondisturbance and Attornment. The CRA covenants
and agrees with Developer for the benefit of any and all Subtenants or
Condominium Owners occupying any part of the Leased Property or the
Developer Improvements from time to time, that in the event of a
termination of this Lease prior to the Lease Termination Date, the possession
of each such Subtenant or Condominium Owner shall not be disturbed so
long as such Subtenant shall not be in default under its Sublease or provided
such Subtenant or Condominium Owner shall attorn to the CRA. This
nondisturbance agreement shall be self -operative and no further agreement
between the CRA and any such Subtenant or Condominium Owner shall be
necessary to effect the same, however, the CRA agrees from time to time,
promptly upon request of Developer of any Subtenant or Condominium
Owner, it will enter into agreements with the Developer and any such
Subtenant or Condominium Owner confirming such nondisturbance
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agreement. Any such confirmatory agreement may be made on behalf of the
CRA by the Executive Director. In the event of a termination of this Lease,
each Subtenant or Condominium Owner shall attorn to the CRA. Developer
covenants that each Sublease to which it shall be a party shall contain a
clause expressly providing that the Subtenant or Condominium Owner
thereunder shall attorn to the CRA in the event of a termination of this Lease
prior to the Lease Termination Date, but the absence of such a clause from
any Sublease or shall not relieve the Subtenant or Condominium Owner from
the provisions of this Section 22.9.
Section 22.10 Successors and Assigns Except to the extent limited
elsewhere in this Lease, all of the covenants conditions and obligations
contained in this Lease shall be binding upon and inure to the benefit of the
respective successors and assigns of the CRA and the Developer.
Section 22.11 Entire Agreement. This instrument and its
attachments constitute the sole and only agreement of the parties hereto and
correctly sets forth the right, duties, and obligations of each to the other as of
its date. Any prior agreements, promises, negotiations, or representations
not expressly set forth in this Lease are of no force or effect.
Section 22.12 Amendments. No Amendments to this Lease shall be
binding on either party unless in writing and signed by both parties.
Section 22.13 Challenge. In the event that any person or entity files a
challenge (the "Challenge") with respect to this Lease, either judicially or
administratively after the Effective Date of this Lease, Developer, shall, at its
sole cost and expense, be obligated to defend the Challenge, with counsel
acceptable to the Executive Director. Developer acknowledges and agrees
that the CRA shall have no liability whatsoever to Developer in connection
with any Challenge and Developer hereby forever waives and releases the
CRA and the City from any liability whatsoever, now or hereafter arising in
connection with any Challenge.
101
Section 22.14 Waiver of Claim. Developer waives any and all claims
which they now have or may hereafter have against the CRA and/or the City
as a result of any Challenge, and Developer acknowledges and agrees to
assume the risk of any Challenge. Under no circumstances shall Developer
be entitled to any recovery with respect to any claims or any cause of action
against the City or the CRA resulting from any Challenge, all such claims
being expressly waived by Developer.
Section 22.15 Waiver of Jury Trial. THE PARTIES HEREBY
KNOWINGLY, IRREVOCABLY, VOLUNTARILY AND INTENTIONALLY
WAIVE ANY RIGHT EITHER MAY HAVE TO A TRIAL BY JURY IN
RESPECT OF ANY ACTION, PROCEEDING OR COUNTERCLAIM BASED
ON, ARISING OUT OF, UNDER OR IN CONNECTION WITH THIS LEASE
OR ANY AMENDMENT OR MODIFICATION OF THIS LEASE, OR ANY
OTHER AGREEMENT EXECUTED BY AND BETWEEN THE PARTIES IN
CONNECTION WITH THIS LEASE, OR ANY COURSE OF CONDUCT,
COURSE OF DEALING, STATEMENTS (WHETHER VERBAL OR
WRITTEN) OR ACTION OF ANY PARTY HERETO. THIS WAIVER OF
JURY TRIAL PROVISION IS A MATERIAL INDUCEMENT FOR THE CRA
AND THE DEVELOPER TO ENTER INTO THE SUBJECT
TRANSACTION.
Section 22.16 Conflict of Interest. Developer agrees to comply with
the conflict of interest provisions of the Miami City Code, Miami -Dade
County Code and the State of Florida Statutes. No member, official, or
employee of the CRA shall have any personal interest, direct or indirect, in
this Lease, nor shall any member, official, or employee participate in any
decision relating to this Lease which affects his or her personal interests or
the interests of any other person in which he or she is, directly or indirectly,
interested. No member, official, or employee of the CRA shall be personally
liable to Developer, its successors and assigns, or any claiming by, through or
under Developer or any successor in interest to the Leased Property, in the
102
event of any default or breach by the CRA or for any amount which may
become due to Developer, its successors and assigns, or any successor in
interest to the Leased Property, or on any obligation under the terms of this
Lease.
Section 22.17 Covenants to Run with the Leasehold Estate. All
covenants, agreements, conditions and undertakings in this Lease shall
extend and inure to the benefit of and be binding upon the successors and
assigns of each of the parties and be construed as covenants running with the
Leasehold Estate and the Developer Improvements. Subject to all provisions
respecting the rights of assignment or subleasing, this Lease shall be binding
upon and inure to the benefit of the respective successors and assigns of the
parties. Wherever in this Lease reference is made to any of the parties, it
shall (unless expressly provided to the contrary in such reference) be held to
include and apply to, wherever applicable, also the successors and assigns of
each party.
Section 22.18 Brokerage. Each party represents and warrants to the
other that it has not dealt with any broker or finder in connection with the
transactions contemplated and each party agrees to indemnify, defend and
hold the other harmless of and from any and all manner of claims, including,
but not limited to, reasonable attorneys' fees and expenses, incurred by the
other party and arising out of any claim by any broker or finder if it is
ultimately determined that the indemnifying party has breached the
foregoing representation and warranty.
Section 22.19 Attorneys' Fees and Expenses. In the event of any
litigation between the parties, all expenses, including reasonable attorneys'
fees and court costs at both the trial and appellate levels, incurred by the
prevailing party, shall be paid by the non -prevailing party. The term
"attorneys' fees," as used in this Lease, shall be deemed to include, without
limitation, any paraprofessional fees, investigative fees, administrative costs
103
and other charges billed by the attorney to the prevailing party (including
any fees and costs associated with collecting such amounts).
ARTICLE XXIII
ARBITRATION
Section 23.1 Panel. A panel of arbitrators ("Arbitration Panel") shall
be established when required by this Lease.
(a) The appointments to the panel shall be made in the
following manner:
(i) The CRA shall name one member;
(ii) Developer shall name one member; and
(iii) The aforesaid members shall promptly name a
third member.
(b) Every member of the Arbitration Panel must be either an
attorney in good standing licensed to practice law in the State of Florida for
at least fifteen (15) years; a retired State of Florida or U.S. District Court
Judge; a CPA with at least fifteen (15) years experience; a developer with like
kind experience as the Developer; a MAI certified appraiser licensed in the
State of Florida; or any other person stipulated to by Developer and the CRA.
(c) If either party shall fail to designate a member within
fifteen (15) days after a written request so to do by the other party, then such
other party may request the Chief Judge of Circuit Court of the Eleventh
Judicial Circuit in and for Miami -Dade County, Florida to designate a
member, who when so designated shall act in the same manner as if he had
been the member designated by the party so failing to designate an
arbitrator. If the two members are unable to agree upon a third member
within ten (10) days from the last date of designation, such third member
shall be designated by the Chief Judge of Circuit Court of the Eleventh
Judicial Circuit in and for Miami -Dade County, Florida, upon the request of
either of the two members.
104
Section 23.2 Actions, Hearings and Decisions. All actions, hearings
and decisions of the Arbitration Panel shall be conducted, based upon and in
accordance with the Commercial Arbitration Rules of the American
Arbitration Association. In all controversies, disputes or claims with respect
to the evaluation of real estate referred to Arbitration under the provisions of
this Lease, the Arbitration shall be conducted in accordance with the Real
Estate Valuation Rules of the American Arbitration Association, if applicable.
In determining any matter before them, the Arbitration Panel shall apply the
terms of this Lease, and shall not have the power to vary, modify or reform
any terms or provisions of the Lease in any respect. The Arbitration Panel
shall afford a hearing to the CRA and to the Developer and the right to
submit evidence with the privilege of cross-examination on the question at
issue. All arbitration hearings shall be held at a place designated by the
Arbitration Panel in Miami -Dade County, Florida.
A hearing shall be commenced within sixty (60) days following
the selection of the last of the three arbitrators. A court reporter shall make
a transcript of the hearing. The parties and the Arbitration Panel shall use
their best efforts to conclude the hearing with ten days. The parties shall be
entitled to such pre-trial discovery as they may agree, or as determined by
the Arbitration Panel. The Arbitration Panel shall have the right to question
witnesses at the hearing, but not to call witnesses. The Arbitration Panel
may grant continuances for good cause or with the agreement of both parties.
The Arbitration Panel may render a decision at the close of the hearing, or
may request briefs on any or all issues. Any and all such briefs, including
reply briefs, shall be filed with the terms and on the schedule set by the
Arbitration Panel, but in any event no later than forty-five (45) days
following the commencement of the hearing. The Arbitration Panel shall
render a determination within sixty (60) days from the conclusion of the
hearing. If no determination is rendered within such time, unless the parties
agree otherwise, a new Arbitration Panel shall be selected as described
105
above, but the new Arbitration Panel shall render a determination solely
upon review of the record of the hearing without a further hearing.
The Arbitration Panel selected hereunder shall agree to observe
the Code of Ethics for Arbitrators in Commercial Disputes promulgated by
the American Arbitration Association and the American Bar Association, or
any successor code. The decision of a majority with respect to any matter
referred to it under this Lease shall be final, binding and conclusive on the
CRA and Developer and enforceable in any court of competent jurisdiction.
Together with the determination, the Arbitration Panel shall provide a
written explanation of the basis for the determination. Each party shall pay
the fees and expenses of the member of the Arbitration Panel designated by
such party, such party's counsel and witness fees, and one-half (1/2) of all
expenses of the third member of the Arbitration Panel.
106
IN WITNESS WHEREOF, Developer and the CRA have executed this
Lease of the day and year first above written.
[NEED CORRECT SIGNATURE BLOCK]
DEVELOPER:
Signed in the presence of: SAWYERS WALK, LTD.
Print Name: By:
Title:
Print Name:
CRA:
SOUTHEAST OVERTOWN / PARK
WEST COMMUNITY
REDEVELOPMENT AGENCY, an
agency of the State of Florida
Print Name: By: Frank Rollason
Title: Executive Director
Print Name:
ATTEST:
Priscilla A. Thompson
Clerk of the Board
APPROVED AS TO LEGAL APPROVED AS TO INSURANCE
SUFFICIENCY: REQUIREMENTS:
Holland & Knight LLP, as Insurance Manager
special counsel
107
STATE OF FLORIDA )
)SS
COUNTY OF MIAMI-DADE )
Sworn to (or affirmed) and subscribed before me this day of
, 200_, by , as
for Sawyers Walk, Ltd., who is personally known to
me or has produced as Identification.
(SEAL)
Notary Public -State of
Commission Number:
STATE OF FLORIDA
)SS
COUNTY OF MIAMI-DADE )
Sworn to (or affirmed) and subscribed before me this day of
, 200_, by Frank Rollason, as Executive Director for Southeast
Overtown/Park West Community Redevelopment Agency, who is personally
known to me or has produced as Identification.
(SEAL)
Notary Public -State of
Commission Number:
# 1564562_v21
108
EXHIBIT F
Schedule of Rental
Upon Execution $ 4,400,000.00*
First Anniversary 525,000.00*
Second Anniversary 525,000.00*
Third Anniversary 525,000.00*
Fourth Anniversary 525,000.00*
Every Year Thereafter 1.00
* Subject to set-off based upon Settlement Payments.
# 2574460_v1
EXHIBIT E
Poinciana Stipulation
SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY DEVELOPMENT AGENCY,
an agency of the State of Florida
Plaintiff/Counter-Defendant,
v.
IN THE CIRCUIT COURT OF THE
11TH JUDICIAL CIRCUIT IN AND
FOR MIAMI-DADE COUNTY,
FLORIDA
GENERAL JURISDICTION DIVISION
POINCIANA VILLAGE OF MIAMI, LTD.,
a Florida limited partnership through its
General partner, INDIAN RIVER INVESTMENTS
OF MIAMI, INC., a Florida corporation,
Defendant/Counter-Plaintiff/
Third -Party Plaintiff
v.
CITY OF MIAMI, a Florida municipal
corporation
Third -Party Defendant.
CASE NO. 02-06846 CA 09
consolidated with
CASE NO. 00-28860 CA 09
/
STIPULATION OF SETTLEMENT AND
FOR DISMISSAL WITH PREJUDICE
Pursuant to Rule 1.420 of the Florida Rules of Civil Procedure, the parties
hereby stipulate to the dismissal with prejudice of this action, with the Court
reserving jurisdiction to enforce the terms of the parties' Settlement Agreement
dated
HOLLAND & KNIGHT LLP
701 Brickell Avenue
Suite 3000
Miami, FL 33131
Ph: (305) 374-8500
By:
Sanford L. Bohrer (FBN 160643)
Attorneys for Plaintiff/Counter-Defendant
Southeast Overtown/Park West
Community Redevelopment Agency and
Third -Party Defendant, the City of Miami
# 1726895_v1
CASE NO.: 02-06846 CA 09
WHITE & CASE LLP
200 S. Biscayne Blvd.
Suite 4900
Miami, FL 33131
Ph: (305) 371-2700
By:
Charles C. Kline (FBN 137737)
Attorneys for Defendant/
Counter -Plaintiff/ Third- Party
Plaintiff Poinciana Village of
Miami, Ltd. and Indian River
Investments of Miami, Inc.
2
EXHIBIT F
Sawyer's Walk Stipulation
CITY OF MIAMI, a Florida municipal
corporation, and SOUTHEAST
OVERTOWN/PARK WEST COMMUNITY
DEVELOPMENT AGENCY, an agency
of the State of Florida,
P1 aintiffs/Counter-Defendants,
v.
IN THE CIRCUIT COURT OF THE
11TH JUDICIAL CIRCUIT IN AND
FOR MIAMI-DADE COUNTY,
FLORIDA
GENERAL JURISDICTION DIVISION
CASE NO. 00-28860 CA 09
consolidated with
CASE NO. 00-06846 CA 09
SAWYER'S WALK, LTD., a Florida
limited partnership through its general
partner, INDIAN RIVER INVESTMENTS
COMMUNITIES, INC., a Florida corporation,
Defendants/Counter-Plaintiffs.
/
STIPULATION OF SETTLEMENT AND
FOR DISMISSAL WITH PREJUDICE
Pursuant to Rule 1.420 of the Florida Rules of Civil Procedure, the parties
hereby stipulate to the dismissal with prejudice of this action, with the Court
reserving jurisdiction to enforce the terms of the parties' Settlement Agreement
dated
HOLLAND & KNIGHT LLP
701 Brickell Avenue, Suite 3000
Miami, FL 33131
Ph: (305) 374-8500
WHITE & CASE LLP
200 S. Biscayne Blvd, Suite 4900
Miami, FL 33131
Ph: (305) 371-2700
By: By:
Sanford L. Bohrer (FBN 160643) Charles C. Kline (FBN 137737)
Attorneys for Plaintiffs/Counter-Defendants Attorneys for Defendants/
City of Miami and Southeast Counter -Plaintiffs Sawyer's
Overtown/Park West Community Walk, Ltd. and Indian River
Redevelopment Agency Investment Communities, Inc.
EXHIBIT G
Poinciana Order
SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY DEVELOPMENT AGENCY,
an agency of the State of Florida
Plaintiff/Counter-Defendant,
v.
IN THE CIRCUIT COURT OF THE
11TH JUDICIAL CIRCUIT IN AND
FOR MIAMI-DADE COUNTY,
FLORIDA
GENERAL JURISDICTION DIVISION
POINCIANA VILLAGE OF MIAMI, LTD.,
a Florida limited partnership through its
General partner, INDIAN RIVER INVESTMENTS
OF MIAMI, INC., a Florida corporation,
Defendant/Counter-Plaintiff/
Third -Party Plaintiff
v.
CITY OF MIAMI, a Florida municipal
corporation
Third -Party Defendant.
CASE NO. 02-06846 CA 09
consolidated with
CASE NO. 00-28860 CA 09
/
FINAL JUDGMENT
In accordance with the parties' Stipulation For Dismissal, this action is
dismissed with prejudice, each party to bear its own costs, including attorneys fees.
The Court reserves jurisdiction to enforce the parties' Settlement Agreement.
ORDERED in Miami, Florida this day of , 200
Copies to:
Sanford L. Bohrer
Charles C. Kline
Circuit Court Judge
# 1800254_v1
EXHIBIT H
Sawyer's Walk Order
CITY OF MIAMI, a Florida municipal
Corporate, and SOUTHEAST
OVERTOWN/PARK WEST COMMUNITY
DEVELOPMENT AGENCY, an agency
of the State of Florida,
Plaintiffs/Counter-Defendants,
v.
SAWYER'S WALK, LTD., a Florida
limited partnership through its general
partner, INDIAN RIVER INVESTMENTS
COMMUNITIES, INC., a Florida corporation,
IN THE CIRCUIT COURT OF THE
11TH JUDICIAL CIRCUIT IN AND FOR
MIAMI-DADE COUNTY, FLORIDA
GENERAL JURISDICTION DIVISION
CASE NO. 00-28860 CA 09
consolidated with
CASE NO. 00-06846 CA 09
Defendants/Counter-Plaintiffs.
/
FINAL JUDGMENT
In accordance with the parties' Stipulation For Dismissal, this action is dismissed with
prejudice, each party to bear its own costs, including attorneys fees.
The Court reserves jurisdiction to enforce the parties' Settlement Agreement.
ORDERED in Miami, Florida this
Copies to:
Sanford L. Bohrer
Charles C. Kline
# 2574428_v1
day of , 200.
Circuit Court Judge
EXHIBIT I
POINCIANA/SAWYER'S WALK RELEASE
KNOW ALL MEN BY THESE PRESENTS that SAWYER'S WALK, LTD., a
Florida limited partnership ("Sawyer's Walk") and POINCIANA VILLAGE OF
MIAMI, LTD., a Florida limited partnership ("Poinciana") [INSERT NAMES OF
PARTNERS OF EACH] (Sawyer's Walk and Poinciana, and their respective
partners, are collectively referred to as the "first party") and CITY OF MIAMI, a
Florida municipal corporation (the "City") and SOUTHEAST OVERTOWN/PARK
WEST COMMUNITY REDEVELOPMENT AGENCY, an agency of the State of
Florida (the "CRA') (the City and the CRA are collectively referred to as the "second
party"), for and in consideration of Ten and 00/100 Dollars ($10.00), and other good
and valuable consideration, received from or on behalf of the, as more particularly
described in the Settlement Agreement dated as of ,
2005 by and between Poinciana, Sawyer's Walk, the CRA and the City (the
`Settlement Agreement"), the receipt and adequacy of which is hereby
acknowledged, remises, releases, acquits, satisfies, and forever discharges the said
second party and their officers, directors, commissioners, agents and employees, of
and from all, and all manner of action and actions, cause and causes of action, suits,
debts, dues, sums of money, accounts, agreements, promises, damages, judgments,
executions, claims and demands whatsoever, in law or in equity, which said first
party ever had, now has, or which said first party hereafter can, shall or may have,
against said second party, for, upon or by reason of any matter, cause or thing
whatsoever, from the beginning of the world to the date of these presents relating to
or arising out of, directly or indirectly: (i) that in response to a request for proposals
(the "RFP") issued by the City with respect to that certain real property located in
Miami -Dade County, Florida more particularly described on Exhibit "A" attached
hereto and made a part hereof (the "Poinciana Village Project"); (ii) the response to
the RFP submitted by Indian River Investments of Miami, Inc., a Florida
corporation ("Indian River"), acting in the capacity of general partner on behalf of
Poinciana; (iii) the selection of Poinciana as a successful proposer to the RFP by the
City for the Poinciana Village Project; (iv) the approval by the City Commission of
Poinciana as the successful proposer with respect to the RFP and Poinciana Village
Project; (v) the Southeast Overtown/Park West Lease and Development Agreement
dated June 15, 1988, as amended by Amendment No. 1 dated February 17, 1989, as
amended by Amendment No. 2, dated July 13, 1989, as amended by Amendment
No. 3, dated January 11, 1990, as amended by an Amendment dated September 23,
1998; and as assigned from the City to the CRA by that certain Assignment of
Leases dated January 9, 1996 (collectively the "Poinciana Lease"); (vii) RFP issued
by the City with respect to that certain real property located in Miami -Dade
County, Florida, more particularly described on Exhibit "B", attached hereto and
made a part hereof (the "Sawyer's Walk Project"); (viii) the sole response to the RFP
Page 1 of 4
submitted by Sawyer's Walk with respect to the Sawyer's Walk Project; (ix) the City
of Miami Resolution No. 91-509 selecting Sawyer's Walk as the developer of the
Sawyer's Walk Project; (x) matters raised and the matters that could have been
raised in the action styled Southeast Overtown/Park West Community
Redevelopment Agency v. Poinciana Village of Miami, Ltd., Case No. 02-06846 CA
9, pending in the Circuit Court of the 11th Judicial Circuit in and for Miami -Dade
County, Florida; and (xii) matters raised and the matters that could have been
raised in the action styled The City of Miami vs. Sawyer's Walk, Ltd., Case No. 00-
28860 CA 9, pending in the 11th Judicial Circuit in and for Miami -Dade County,
Florida.
This Release shall not release the second party from its obligations under the
Settlement Agreement, which obligations are not subject to this Release.
The Release shall not release the CRA from its obligations under (i) the
Amended and Restated Southeast Overtown/Park West Lease and Development
Agreement dated by and between the CRA and Sawyer's Walk;
(ii) the First Source Hiring Agreement dated by and between the CRA
and Sawyer's Walk; (iii) Trailer License Agreement dated by and
between CRA and Sawyer's Walk; and (iv) the Covenant Running with the Land
dated by and between the CRA and Sawyer's Walk, which
obligations are not subject to this Release.
First party hereby represents and warrants that they are fully competent and
able to understand the terms of this Release, that first party is not relying upon any
statements or representations (whether express or implied) of the second party,
their employees and attorneys regarding this Release and that first party is
entering into this Release under their own free will believing that this Release to be
in their best interest.
The terms of this release are contractual and not a mere recital.
This Release shall be governed by and construed in accordance with the laws
of the State of Florida.
First party understands that the second party admits no liability of any sort
by reason of the matters raised and the matters that could have been raised in the
action styled Southeast Overtown/Park West Community Redevelopment Agency v.
Poinciana Village of Miami, Ltd., Case No. 02-06846 CA 9, pending in the Circuit
Court of the llth Judicial Circuit in and for Miami -Dade County, Florida and in the
action styled The City of Miami vs. Sawyer's Walk, Ltd., Case No. 00-28860 CA 9,
pending in the llth Judicial Circuit in and for Miami -Dade County, Florida and that
said settlement in compromise is made to terminate further controversy respecting
all claims that the first party has heretofore asserted or that the first party, or their
representatives, might or could have asserted in connection therewith.
Page 2 of 4
IN WITNESS WHEREOF, we have hereunto set out hand and seal this
day of , 2005.
WITNESSES: SAWYER'S WALK LTD.
a Florida limited partnership
Print Name:
By:
Name:
Print Name: Title:
Print Name:
Print Name:
Print Name:
Print Name:
Print Name:
Print Name:
Print Name:
Print Name:
Partners of Sawyer's Walk, Ltd.
By:
Name:
By:
Name:
By:
Name:
POINCIANA VILLAGE OF MIAMI, LTD.,
a Florida limited partnership
By:
Name:
Page 3 of 4
Print Name:
Print Name:
Print Name:
Print Name:
Print Name:
Print Name:
Partners of Poinciana Village of Miami,
Ltd.
By:
Name:
By:
Name:
By:
Name:
Page 4 of 4
# 1928482_v2
EXHIBIT "A"
LEGAL DESCRIPTION
Page 5 of 4
EXHIBIT J
CITY/CRA RELEASE
KNOW ALL MEN BY THESE PRESENTS that CITY OF MIAMI, a Florida
municipal corporation (the "City") and SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY REDEVELOPMENT AGENCY, an agency of the State of Florida
(the "CRA') (the City and the CRA are collectively referred to as the "first party"),
for and in consideration of Ten and 00/100 Dollars ($10.00), and other good and
valuable consideration, received from or on behalf of the SAWYER'S WALK, LTD.,
a Florida limited partnership ("Sawyer's Walk") and POINCIANA VILLAGE OF
MIAMI, LTD., a Florida limited partnership ("Poinciana") [INSERT NAMES OF
PARTNERS OF EACH] (Sawyer's Walk and Poinciana, and their respective
partners, are collectively referred to as the "second party"), as more particularly
described in the Settlement Agreement dated as of , 2005
by and between Poinciana, Sawyer's Walk, the CRA and the City (the `Settlement
Agreement"), the receipt and adequacy of which is hereby acknowledged, remises,
releases, acquits, satisfies, and forever discharges the said second party and their
officers, directors, commissioners, agents and employees, of and from all, and all
manner of action and actions, cause and causes of action, suits, debts, dues, sums of
money, accounts, agreements, promises, damages, judgments, executions, claims
and demands whatsoever, in law or in equity, which said first party ever had, now
has, or which said first party hereafter can, shall or may have, against said second
party, for, upon or by reason of any matter, cause or thing whatsoever, from the
beginning of the world to the date of these presents relating to or arising out of,
directly or indirectly: (i) that in response to a request for proposals (the "RFP")
issued by the City with respect to that certain real property located in Miami -Dade
County, Florida more particularly described on Exhibit "A" attached hereto and
made a part hereof (the "Poinciana Village Project"); (ii) the response to the RFP
submitted by Indian River Investments of Miami, Inc., a Florida corporation
("Indian River"), acting in the capacity of general partner on behalf of Poinciana;
(iii) the selection of Poinciana as a successful proposer to the RFP by the City for the
Poinciana Village Project; (iv) the approval by the City Commission of Poinciana as
the successful proposer with respect to the RFP and Poinciana Village Project; (v)
the Southeast OvertownfPark West Lease and Development Agreement dated June
15, 1988, as amended by Amendment No. 1 dated February 17, 1989, as amended
by Amendment No. 2, dated July 13, 1989, as amended by Amendment No. 3, dated
January 11, 1990, as amended by an Amendment dated September 23, 1998; and as
assigned from the City to the CRA by that certain Assignment of Leases dated
January 9, 1996 (collectively the "Poinciana Lease"); (vii) RFP issued by the City
with respect to that certain real property located in Miami -Dade County, Florida,
more particularly described on Exhibit "B", attached hereto and made a part hereof
(the "Sawyer's Walk Project"); (viii) the sole response to the RFP submitted by
Page 1 of 4
Sawyer's Walk with respect to the Sawyer's Walk Project; (ix) the City of Miami
Resolution No. 91-509 selecting Sawyer's Walk as the developer of the Sawyer's
Walk Project; (x) matters raised and the matters that could have been raised in the
action styled Southeast Overtown/Park West Community Redevelopment Agency v.
Poinciana Village of Miami, Ltd., Case No. 02-06846 CA 9, pending in the Circuit
Court of the llth Judicial Circuit in and for Miami -Dade County, Florida; and (xii)
matters raised and the matters that could have been raised in the action styled The
City of Miami vs. Sawyer's Walk, Ltd., Case No. 00-28860 CA 9, pending in the llth
Judicial Circuit in and for Miami -Dade County, Florida.
This Release shall not release the second party from its obligations under the
Settlement Agreement, which obligations are not subject to this Release.
The Release shall not release Sawyer's Walk from its obligations under (i) the
Amended and Restated Southeast Overtown/Park West Lease and Development
Agreement dated by and between the CRA and Sawyer's Walk;
(ii) the First Source Hiring Agreement dated by and between the
CRA and Sawyer's Walk; (iii) Trailer License Agreement dated by
and between CRA and Sawyer's Walk; and (iv) the Covenant Running with the
Land dated by and between the CRA and Sawyer's Walk, which
obligations are not subject to this Release.
First party hereby represents and warrants that they are fully competent and
able to understand the terms of this Release, that first party is not relying upon any
statements or representations (whether express or implied) of the second party,
their employees and attorneys regarding this Release and that first party is
entering into this Release under their own free will believing that this Release to be
in their best interest.
The terms of this release are contractual and not a mere recital.
This Release shall be governed by and construed in accordance with the laws
of the State of Florida.
First party understands that the second party admits no liability of any sort
by reason of the matters raised and the matters that could have been raised in the
action styled Southeast Overtown/Park West Community Redevelopment Agency v.
Poinciana Village of Miami, Ltd., Case No. 02-06846 CA 9, pending in the Circuit
Court of the llth Judicial Circuit in and for Miami -Dade County, Florida and in the
action styled The City of Miami vs. Sawyer's Walk, Ltd., Case No. 00-28860 CA 9,
pending in the 11th Judicial Circuit in and for Miami -Dade County, Florida and that
said settlement in compromise is made to terminate further controversy respecting
all claims that the first party has heretofore asserted or that the first party, or their
representatives, might or could have asserted in connection therewith.
Page 2 of 4
IN WITNESS WHEREOF, we have hereunto set out hand and seal this
day of , 2005.
WITNESSES: CITY:
CITY OF MIAMI, a Municipal
Print Name: corporation of the State of Florida
By:
Print Name:
ATTESTATION: APPROVED FOR LEGAL
SUFFICIENCY:
City Clerk City Attorney
Priscilla A. Thompson
WITNESSES: CRA:
Print Name:
Print Name:
ATTESTATION:
Priscilla A. Thompson,
Clerk of the Board
SOUTHEAST OVERTOWN/
PARK WEST COMMUNITY
REDEVELOPMENT AGENCY
OF THE CITY OF MIAMI
By:
Frank K. Rollason
Executive Director
APPROVED FOR LEGAL
SUFFICIENCY
William R. Bloom
Special Counsel to the CRA
Page 3 of 4
# 1922764_v3
EXHIBIT "A"
LEGAL DESCRIPTION
Page 4 of 4
EXHIBIT K
1 Commercial General Liability insurance on a commercial general
liability coverage form with "broad form" coverage, or its equivalent,
including contractual liability, products and completed operations,
personal injury, and premises coverage against those sums that the
insured becomes legally obligated to pay as damages in connection with
any and all claims, demands or actions, bodily injury, death or property
damage occurring in the Property, the limits of which shall not be less
than One Million Dollars ($1,000,000) per occurrence combined single
limit for bodily injury and property damage.
2. Pollution/Environmental Impairment Liability insurance coverage to be
provided by Poinciana's and Sawyer's Walk's contractors performing the
Inspections on a claims basis (provided that such policy period must be
for a minimum of six (6) years from and after the date of the Inspections)
with limits of One Million Dollars ($1,000,000) per occurrence, providing
coverage for the damage caused by spillage of any fuel, petroleum,
products or any other "hazardous substances," "hazardous materials" or
"toxic substances" (as defined in any and all state, local, or federal laws,
rules, regulations and orders pertaining to environmental, public health
or welfare matters), whether those substances are solid, liquid or
gaseous. Said policy of insurance shall also provide coverage for the cost
52
of cleanup of the affected area and for the removal, transportation and
safe disposal of any contaminated area.
3. Automobile Liability insurance covering all owned, non -owned, and hired
vehicles used in conjunction with Inspections of the Property. The policy
or policies of insurance shall contain such limits as may be reasonably
requested by the City from time to time but not less than One Million
Dollars ($1,000,000). Worker's Compensation insurance in the amounts
and types required by Chapter 440, Florida Statutes.
4. The limits set forth in paragraphs (1), (2), (3) and (4) above shall be
issued by an Insurance Company maintaining an "A" rating and
Financial Strength of "7".
53
EXHIBIT L
Reverter Legal Description
LOTS 1 THROUGH 12, INCLUSIVE, BLOCK 45, NORTH CITY OF MIAMI, ACCORDING
TO THE PLAT THEREOF, AS RECORDED IN PLAT BOOK "B", PAGE 41 OF THE
PUBLIC RECORDS OF MIAMI-DADE COUNTY, FLORIDA.
AND
LOTS 1 THROUGH 12, INCLUSIVE, BLOCK 56, NORTH CITY OF MIAMI, ACCORDING
TO THE PLAT THEREOF, AS RECORDED IN PLAT BOOK "B", PAGE 41 OF THE
PUBLIC RECORDS OF MIAMI-DADE COUNTY, FLORIDA.
# 2574167_v1
T '-N EXHL IT M
County Settlement Agreement
MIAMI-DADE COUNTY, a
political subdivision of the State
of Florida,
Plaintiff,
vs.
IN THE CIRCUIT COURT OF THE 11TH
JUDICIAL CIRCUIT OF FLORIDA IN AND
MIAMI-DADE COUNTY
GENERAL JURISDICTION DIVISION
CASE NO. 01-13810 (CA-08)
CITY OF MIAMI, Florida, a Florida
Municipal corporation, and
SOUTHEAST OVERTOWN/PARK
WEST COMMUNITY REDEVELOPMENT
AGENCY, an agency of the State of
Florida,
Defendants.
SETTLEMENT AGREEMENT
Florida Bar No.180724
Plaintiff, MIAMI-DADE COUNTY, a political subdivision of the State of Florida,
and the Defendants, CITY OF MIAMI, Florida, a Florida municipal corporation, and
SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT
AGENCY, an agency of the State of Florida, Defendants, agree to the following terms in
EXHIBIT A
OFFICE OF COUNTY ATTORNEY. MIAMI-DADE COUNTY. FLORIDA
TELEPHONE 13051 375-5151
Miami -Dade County vs.City of Miami
Case No. 01-13810
Page No. 2
full and complete settlement of the above -designated quiet title suit:
1. The CITY OF MIAMI and SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY REDEVELOPMENT AGENCY will execute quit claim deeds to MIAMI-
DADE COUNTY in the forms attached hereto as Exhibits 1 and 2 of this Settlement
Agreement and made a part hereof for those certain lots of Block 36 of P.W. White's
Resubdivision, Plat Book 'B' at Page 34 and for Lots 1 through 12 of Blocks 45N and 56N
of A. L. Knowlton's Map of Miami, Plat Book `B' at Page 41 (the "Property"). Said
property being the subject of this quiet title suit and more particularly described on Exhibits
A to the quit claim deeds attached as Exhibits 1 and 2 to this Agreement.
2. The quit claim deeds will be held by Miami -Dade County General Services
Administration (GSA) in escrow for a period of four (4) years, said period to begin August
1, 2003 and end not later than August 1, 2007.
3. Unless the CITY OF MIAMI and/or SOUTHEAST OVERTOWN PARK
WEST COMMUNITY REDEVELOPMENT AGENCY shall have or caused to have
commenced construction of development on all of the Property by August 1, 2007, then
GSA shall file the escrowed quit claim deeds in the public records of Miami -Dade County,
Florida and the fee simple title to the Property shall be deemed legally quieted in MIAMI-
DADE COUNTY without further order of the Court. Alternatively, should the CITY OF
MIAMI and SOUTHEAST OVERTOWN/PARK WEST COMMUNITY
REDEVELOPMENT AGENCY have commenced or caused to have commenced
OFFICE OF COUNTY ATTORNEY. MIAMI-DADE COUNTY. FLORIDA
TELEPHONE (305) 375 5151
Miami -Dade County vs.City of Miami
Case No. 01-13810
Page No. 3
construction of development on all of the Property, the quit claim deeds will be deemed
null and void and of no further legal force or effect and the deeds shall be stricken through
and returned to the office of the city attorney together with a copy of this settlement
agreement. In such event MIAMI-DADE COUNTY shall provide the city a document, in
a recordable form, that provides that the terms of the reverter provisions have been
satisfied and the reversionary interest of MIAMI-DADE COUNTY is extinguished without
further order of the Court.
4. The phrase "commenced construction of development" shall mean that all
required construction and development permits have been issued on a complete set or sets
of plans for a specific project or projects of one or more constructed floors of residential,
conunercial, retail, office or mixed us4 on all of the Property, and that actual physical
construction work is taking place on a continuing basis on all of the Property.
5. In the event that any development on the Property requires payment for the
Property, solely as a result of the sale of the fee simple interest in the Property, to the CITY
OF MIAMI and/or SOUTHEAST OVERTOWN/PARK WEST COMMUNITY
REDEVELOPMENT AGENCY from the chosen developer(s), then the CITY OF MIAMI
and/or SOUTHEAST OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT
AGENCY shall, prior to entering into any development agreement(s) for the Property,
submit said proposed agreement(s) to the Board of County Commissioners for its approval
prior to entering into said agreement. Upon delivery of the proposed development
OFFICE OF COUNTY ATTORNEY. MIAMI-DADE COUNT; FLORIDA
TELEPHONE (305) 375-515I
Miami -Dade County vs.City of Miami
Case No. 01-13810
Page No. 4
agreement(s) to the County Manager, the time period identified in paragraph 3 herein shall
be tolled only up to the time the Board of County Commissioners shall approve the sale
under the proposed development agreement(s).
7. Resolutions of the Board of County Commissioners of Miami -Dade County,
the Commission of the City of Miami and the SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY REDEVELOPMENT AGENCY approving this settlement are attached
hereto and incorporated herein by reference.
DATED this day of July, 2003.
ROBERT A. GINSBURG
Miami -Dade County Attorney
Stephen P. Clark Center
Suite 2810,
111 N.W. First Street
Miami, Florida 33128-1993
Bv:
Thomas Goldstein
Assistant County Attorney
Attorney for Plaintiff
CITY OF MIAMI ATTORNEY'S OFFICE
444 S.W. 2nd Avenue, Suite 945
Miami, Florida 33130
B
Charles C. Mays
OFFICE OF COUNTY ATTORNEY. MIAMI-DADE COUNTY. FLORIDA
TELEPHONE (3031 3 73-3131
Miami -Dade County vs. FEC
Case No. 99-00100
Page No. 5
Assistant City Attorney
City of Miami, Florida
THOMPSON COBURN LLP
One Firstar Plaza
Suite 3100
St. Louis, MO 63101
By.
ary : • : corsi, Esquire
Attorn or Southeast Overtown/
Park West Community Redevelopment
Agency
This Settlement Agreement has been approved
on July'22, 2203, by Resolution No. R-879-03
of the Board of County Commissioners of
Miami -Dade County, Florida. A certified copy
of said resolution is attached hereto Exhibit 3.
This Settlement Agreement has been approved
on , 2003, by Isolution No.
of the City of Miami, Miami Dade County,
Florida..A certified copy of said resolution is
attached hereto as Exhibit 4.
This Settlement Agreement has been approved
on 2003, by Resolution No.
of Southeast Overtown Park/West Community
Redevelopment Agency, and agency of the
State of Florida, in Miami, Miami -Dade County,
Florida. A certified copy of said resolution
Is attached hereto as Exhibit 5.
OFFICE OF COUNTY ATTORNEY. MIAMI-DADE COUNTY. FLORIDA
TELEPHONE (303) 373-3151
' 7
41,
4 • "Te'v tt •
24-
t-
- • , •
• •-• N• • 11 L. 'NI Ar.
•,1.;j"7":"111k
- "FOLKLIKE VILLAGE (BLOCKS F & G) HIGHLIGHT
AFRICAN AND CARIBBEAN IMMIGRANT
HISTORICAL TIES TO NEIGHBORHOOD
- BOUTIQUE HOTEL ACTIVITIES NW 2ND & NW 8TH
BY PLACING RESTAURANT ON CORNERS
- COMMERCIAL CENTERED ADJACENT TO
LYRIC AND 8TH CORRIDOR
- CLOSURE OF NW 10TH ALLOWS FOR DEVELOPABLE
PARCEL ON BLOCK 25
- PARK INCLUDES INTERPRATIVE WALK FOCUSING ON
THE HISTORY OF OVERTOWN NEIGHBORHOOD
H
H
H
EXHIBIT 0
THIS INSTRUMENT PREPARED BY:
William R. Bloom, Esq.
Holland & Knight LLP
701 Brickell Avenue
Miami, Florida 33131
Space Above This Line For Recording Data
COVENANT RUNNING WITH THE LAND AGREEMENT
THIS COVENANT, made this day of , 2005, by and
between (hereinafter
referred to as "Developer"), and the SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY REDEVELOPMENT AGENCY, an agency of the State of
Florida (hereinafter referred to as "the CRA").
RECITALS
A. The CRA solicited proposals pursuant to that certain request for
proposal, dated , 200 (the "RFP"), for the sale of
that certain real property which is more particularly described in Exhibit "A",
attached hereto and incorporated herein by this reference (the "Property"),
which Property is to be sold subject to the terms of that certain Amended and
Restated Southeast Overtown/Park West Lease and Development Agreement
(the "Lease") dated as of , 200_ by and between the CRA and
Sawyer's Walk, Ltd., a Florida limited partnership.
Subject to conforming to the terms of the Settlement Agreement within 30
days of the Effective Date of the Settlement Agreement.
(the "Lease") dated as of , 200_ by and between the CRA and
Sawyer's Walk, Ltd., a Florida limited partnership.
B. The RFP provides that the Property is to be conveyed by the
CRA subject to the terms and conditions of the Lease and this Covenant.
C. The Developer was selected by the CRA as the successful
respondent to the RFP.
D. Simultaneously with the execution of this Covenant, the CRA is
conveying fee simple title to the Property to Developer and Developer has
accepted the conveyance of the Property from the CRA, subject to the Lease
and subject to the covenants, obligations and requirements as more
particularly set forth in this Covenant, which the CRA and the Developer
agree shall constitute covenants running with the land as hereinafter
provided.
NOW THEREFORE, in consideration of the foregoing and other good
and valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, the CRA and the Developer hereby agree as follows:
ARTICLE I
RECITALS
Section 1.1 Recitals. The Recitals to this Covenant are true and
correct and are hereby incorporated by reference and made a part hereof.
2
ARTICLE II
EXHIBITS AND DEFINITIONS
Section 2.1 Exhibits. Attached hereto and forming a part of this
Covenant are the following Exhibits:
Exhibit "A" — Legal Description for Property
Exhibit "B" — Development Plan
Exhibit "C" — Overtown Area
Exhibit "D" — First Source Hiring Agreement
Exhibit "E" — STE Program
Exhibit "F" — PMTE Program
Exhibit "G" — Overtown Project Area
Exhibit "H" — Reverter Property
Exhibit "I" — Subsidized Units
Section 2.2 Defined Terms. As used herein, the term:
"Affordable Housing Reports" has the meaning ascribed to
it in Section 8.9.
"Affordable Housing Requirement" has the meaning
ascribed to it in Section 8.1.
"Affordable Units" has the meaning ascribed to it in
Section 8.1.
"Block(s)" means those City Blocks which are comprise
the Land which are identified on the Development Plan.
"CBO" has the meaning ascribed to it in Section 8.12.
"Certificate of Final Completion" has the meaning
ascribed to it in Section 6.4.
"City" means the City of Miami.
"Completion" shall have the meaning ascribed to it in
Section 6.5.
3
in Section 6.5.
it in Section 6.1.2.
Section 6.1.3.
Section 6.1.1.
Section 6.1.4.
"Completion Date" shall have the meaning ascribed to it
"Construction Budget" shall have the meaning ascribed to
"Construction Contract" has the meaning ascribed to it in
"Construction Plans" has the meaning ascribed to it in
"Construction Schedule" has the meaning ascribed to it in
"County" means Miami -Dade County, a political
subdivision of the State of Florida.
"CRA" means the Southeast Overtown/Park West
Community Redevelopment Agency.
"CRA Board" shall mean the Board of Directors of the
CRA.
"CRA Default" shall have the meaning ascribed to it in
Section 12.3.
"Developer" has the meaning
, and, except as otherwise expressly limited elsewhere in
this Covenant, all references to the Developer shall include the successors
and assigns of the Developer.
"Developer Default" shall have the meaning ascribed to it
in Section 12.1.
"Developer Improvements" shall have the meaning
ascribed to it in Section 4.1.
"Development Plan" has the meaning ascribed to it in
Section 4.1.
"Effective Date" means the date this Covenant is last
executed by Developer and the CRA.
4
"Executive Director" means the Executive Director of the
CRA.
"First Source Hiring Agreement" shall have the meaning
ascribed to it in Section 9.1.
"Incremental TIF" has the meaning ascribed to it in
Section 11.1.
"Interlocal Agreement" shall mean the agreement
between the County and the City required by the Board of County
Commissioners of the County approving the selection of the developer for the
Project.
"Loan Commitment" shall have the meaning ascribed to it
in Section 6.1.6.
"Minority Participation Reports" has the meaning
ascribed to it in Section 7.3.
"Minority Participation Requirements" has the meaning
ascribed to it in Section 7.2.1.
"MUSP" has the meaning ascribed to it in Article 17 of
Ordinance 11000, as amended, of the Zoning Ordinance of the City of Miami,
Florida.
in Section 7.4.
Section 6.5.
Section 8.6.
Section 11.1.
Section 8.12.
"Non -Compliance Funds" has the meaning ascribed to it
"Non -Compliance Fee" has the meaning ascribed to it in
"Overtown Area" has the meaning ascribed to it in
"Overtown Project Area" has the meaning ascribed to it in
"Overtown Residents" has the meaning ascribed to it in
5
"Phase" means a portion of the Project to be developed at
the same time by the Developer as identified on the Development Plan.
"Phase I" means the first Phase of the Project as
identified on the Development Plan, which shall contain four hundred (400)
units.
"Phase Project Schedule" shall have the meaning ascribed
to it in Section 4.1.
"Project Schedule" has the meaning ascribed to it in
Section 4.1.
"Project" means the improvements to be constructed by
Developer consisting of approximately one thousand fifty (1,050) Residential
Units and approximately seventy five thousand (75,000) square feet of retail
and office space, with a variety of housing products which will be developed
in accordance with the Development Plan.
"PMTE Program" has the meaning ascribed to it in
Section 10.2.
"Residential Units" shall consist of apartments,
townhouses, lofts, live/work units (i.e., commercial units which are bundled
with a residential unit) (the "Live/Work Units"), which will be constructed in
mid -rise structures and high-rise structures on the Property.
"Reverter Property" shall mean the property which is
more particularly described on Exhibit "H" attached hereto and made a part
hereof, which is subject to a right of reverter in favor of the Miami -Dade
County.
Section 8.1.
Section 10.1.
Section 8.2.
"SHIP Funds" has the meaning ascribed to it in
"STE Program" has the meaning ascribed to it in
"Subsidized Units" has the meaning ascribed to it in
6
"Surtax Funds" has the meaning ascribed to it in
Section 8.1.
"Unavoidable Delay" has the meaning ascribed to it in
Section 14.1.
ARTICLE III
RESTRICTIVE COVENANTS
Section 3.1 Use Prohibitions of the Property. The Property shall not
be used for any unlawful or illegal business, use or purpose, or for any
business, use or purpose which is immoral or disreputable (including, without
limitation, "adult entertainment establishments") or extra -hazardous, or in
such manner as to constitute a nuisance of any kind (public or private), or for
any purpose or in any way in violation of the certificates of occupancy, the
MUSP or other similar approvals of applicable governmental authorities or
the Development Plan, as same may be amended from time to time, pursuant
to the terms of this Covenant.
Section 3.2 No Discrimination. No covenant, lease, agreement,
conveyance or other instrument shall be affected or executed by Developer, or
any of its successors or assigns, whereby the Property or any portion thereof
is restricted by Developer, or any successor in interest, upon the basis of race,
color, religion, sex, national origin or handicap in the sale, lease, use or
occupancy thereof. Developer will comply with all applicable state and local
laws, in effect from time to time, prohibiting discrimination or segregation by
reason of race, color, religion, sex, national origin or handicap in the sale,
lease or occupancy of the Property.
7
ARTICLE IV
DEVELOPMENT RESTRICTIONS
Section 4.1 Development Plan. Development of the Property (the
"Developer Improvements") shall be limited to the construction
approximately one fifty thousand (1,050) Residential Units on the Property,
consisting of townhomes, lofts, Live/Work Units, which Residential Units will
be constructed in mid -rise structures and high-rise structures and
approximately seventy five thousand (75,000) square feet of retail and office
space, in accordance with the detailed development plan for the Project which
is attached hereto as Exhibit "B" and made a part hereof (the "Development
Plan"). The Development Plan includes (i) the site plan for the entire Project;
(ii) the Block by Block breakdown of the Project, including without limitation,
the number, type, style and size of units to be constructed in each Block; (iii)
the Phasing Plan for the Project, including the number, type, style and size of
units to be included in each Phase; (iv) the Project schedule for the overall
Project (the "Project Schedule"); (v) the Project schedule with respect to each
Phase (the "Phase Project Schedule"); and (vi) the breakdown of the
Affordable Units and the Subsidized Units to be included in each Phase of the
Project, which includes a breakdown of the square footage and unit mix of the
Affordable Units and the Subsidized Units. Developer shall be required to
develop the Reverter Property as part of Phase I of the Project prior to
commencing development on any other portions of the Project.
Section 4.2 Conformity of Plans. Any and all construction plans and
all work by Developer with respect to the Property and the construction of the
Developer Improvements shall be in strict conformity with the Development
Plan, all applicable governmental approvals, the MUSP, the Miami Charter
and Code, applicable building codes, and all other applicable state, county
and local laws and regulations.
Section 4.3 Amendment to Development Plan. Any and all
amendments to the Development Plan shall be submitted to the Executive
8
Director for review and approval. The Developer shall provide to the
Executive Director such additional backup information as the Executive
Director may reasonably request to enable the Executive Director to analyze
and approve the amendment to the Development Plan. The Executive
Director shall have fifteen (15) days from the receipt of the proposed
amendment to the Development Plan to review and approve same. The
failure of the Executive Director to respond within the fifteen (15) day period
shall be deemed denial. The Executive Director may approve all proposed
amendments to the Development Plan which are less than five percent (5%)
provided same do not change the overall character of the Project (i.e. an
increase or decrease in the number of units by up to five percent (5%) or an
increase or decrease in the square footage of the Project by up to five percent
(5%) which changes do not substantially change the character or site plan for
the Project). Any changes in excess of five percent (5%) shall be submitted to
the CRA Board for approval, in which event CRA shall have ninety (90) days
from the receipt of the proposed amendment to the Development Plan to take
CRA Board action. The failure of the CRA Board to take action within ninety
(90) days shall be deemed denial of the requested change to the Development
Plan.
ARTICLE V
PROJECT SCHEDULE
Section 5.1 Project Schedule. Developer shall develop the Project in
accordance with the Project Schedule, subject to extension as a result of
Unavoidable Delays.
Section 5.2 Extensions of Project Schedule. Any and all amendments
to the Project Schedule, other than those occurring as a result of Unavoidable
Delays, shall be submitted to the Executive Director for review and approval.
The Developer shall provide to the Executive Director such additional back-
up information as the Executive Director may reasonably require to enable
the Executive Director to analyze the request for an extension to the Project
9
Schedule, other than as a result of Unavoidable Delays. Any proposed
extension to the Project Schedule shall be submitted to the CRA Board for
approval, which approval may be granted or denied in the sole discretion of
the CRA Board.
ARTICLE VI
CONDITIONS FOR DEVELOPMENT OF PHASE
Section 6.1 Requirements to be Satisfied Prior to the Development of
each Phase. Prior to commencing construction of the Developer
Improvements with respect to each Phase of the Project, Developer shall
comply with each of the following requirements with respect to such Phase:
6.1.1 Construction Plans. For purposes of this Covenant,
with respect to each Phase, the "Construction Plans" shall consist of final
working drawings and specifications, including without limitation, the
following information:
a. Final site plan for the Phase;
b. Floor by floor layouts of each building included in
the Phase;
c. Exterior elevations of each building included in the
Phase; and
d. Final landscape plans for the Phase.
With respect to each Phase, Developer shall submit to the
Executive Director three (3) sets of the Construction Plans for review and
approval. The Executive Director shall have fifteen (15) days from receipt of
the Construction Plans to notify Developer of its approval or disapproval,
setting forth in detail its reasons for any disapproval. The Executive
Director's right to disapprove the Construction Plans submitted shall be
limited to matters depicted on the Construction Plans which: (i) do not
conform to the Development Plan, as same may be amended; (ii) do not
conform to previously approved Construction Plans; or (iii) are in violation of
this Covenant or of governmental ordinances, codes, plans or regulations. If
10
no response from the Executive Director is delivered to the Developer within
fifteen (15) days after the submission of such Construction Plans, or any
resubmission thereof as hereinafter provided, the Construction Plans shall be
deemed approved, except that no violations of applicable laws, ordinances,
codes, regulations of this Covenant shall be deemed waived thereby. In the
event of disapproval, Developer shall promptly resubmit the Construction
Plans to the Executive Director, altered to address and/or satisfy the grounds
for disapproval. Any resubmission shall be subject to the review and
approval by the Executive Director in accordance with the procedures
outlined herein for the original submission until same have been approved by
the Executive Director. The Executive Director and the Developer shall in
good faith attempt to resolve any disputes regarding the Construction Plans.
No approval by the Executive Director of any Construction Plans, pursuant to
this Section, shall relieve the Developer of any obligation it may have
pursuant to applicable law to file such Construction Plans with any
department of the City or any other governmental authority having
jurisdiction or to obtain a building or other permit or approval required by
applicable law. The Developer acknowledges that the approval given by the
Executive Director, pursuant to this Section, shall not constitute an opinion
or agreement by the CRA that the Construction Plans are structurally
sufficient or in compliance with any laws, codes, or other applicable
regulations and no such approval shall impose any liability on or waive any
rights of the CRA. The Developer agrees that it shall provide to the CRA
copies of all plans and specifications used in the construction of the Developer
Improvements upon completion of each Phase of the Project.
6.1.2 Phase Construction Budget. Developer shall submit to
the Executive Director for its review and approval, a detailed budget
reflecting all hard and soft costs anticipated to be incurred by Developer in
connection with the development of the respective Phase (the "Construction
Budget"). The Developer shall provide to the Executive Director such
11
additional backup information as the Executive Director may reasonably
request to enable the Executive Director to analyze the Construction
Budget. The Executive Director shall have fifteen (15) days after receipt of
the Construction Budget to approve same, which approval shall not be
unreasonably withheld. If no response from the Executive Director is
delivered to the Developer within fifteen (15) days after submission of the
Construction Budget, same shall be deemed approved. In the event of
disapproval, the Executive Director shall specify the specific reasons for
such disapproval. In the event of disapproval, the Developer shall
resubmit the Construction Budget to the Executive Director, amended to
address and/or satisfy the grounds for disapproval specified by the
Executive Director. Any resubmission shall be subject to agreement and
approval by the Executive Director in accordance with the procedure
outlined above for the original submission until same is approved by the
Executive Director. The Executive Director and Developer shall in good
faith attempt to resolve any disputes regarding the Construction Budget.
6.1.3 Construction Contract. Developer shall submit to the
Executive Director for its review and approval the construction contract for
the respective Phase (the "Construction Contract"), which shall include the
schedule of values for the Phase. The Developer shall provide to the
Executive Director such additional backup information as the Executive
Director may reasonably request to enable the Executive Director to
analyze and approve the Construction Contract. The Executive Director
shall have fifteen (15) days after receipt of the Construction Contract to
approve same, which approval shall not be unreasonably withheld. The
Executive Director shall approve any Construction Contract that is
substantially similar in form to the Construction Contract for Phase I,
which has been approved by the Executive Director. If no response from
the Executive Director is delivered to the Developer within fifteen (15) days
after submission of the Construction Contract, same shall be deemed
12
approved. In the event of disapproval, the Executive Director shall specify
the specific reasons for such disapproval. In the event of disapproval, the
Developer shall resubmit the Construction Contract to the Executive
Director revised to address and/or satisfy the grounds for disapproval
specified by the Executive Director. Any resubmission shall be subject to
agreement and approval by the Executive Director in accordance with the
procedure outlined above for the original submission until same is
approved by the Executive Director. The Executive Director and Developer
shall in good faith attempt to resolve any disputes regarding the
Construction Contract.
6.1.4 Construction Schedule. Developer shall submit to the
Executive Director for its review and approval the specific schedule for
development of such Phase (the "Construction Schedule"). The Developer
shall provide to the Executive Director such additional backup information
as the Executive Director may reasonably request to enable the Executive
Director to analyze the Construction Schedule. The Executive Director
shall have fifteen (15) days after receipt of the Construction Schedule to
approve same, which approval shall not be unreasonably withheld. If no
response from the Executive Director is delivered to the Developer within
fifteen (15) days after submission of the Construction Schedule, same shall
be deemed approved. The Executive Director's right to disapprove the
Construction Schedule shall be limited to matters which do not conform
with the Project Schedule. In the event of disapproval, the Executive
Director shall specify the specific reasons for such disapproval. In the
event of disapproval, the Developer shall resubmit the Construction
Schedule to the Executive Director, altered to address and/or satisfy the
grounds for disapproval specified by the Executive Director. Any
resubmission shall be subject to agreement and approval by the Executive
Director in accordance with the procedure outlined above for the original
submission until same is approved by the Executive Director. The
13
Executive Director and Developer shall in good faith attempt to resolve any
disputes regarding the Construction Schedule.
6.1.5 Minority Participation. Developer shall submit evidence
to the Executive Director evidence of compliance with the Minority
Participation Requirements of Sections 7.2.1, 7.2.2, 7.2.3 and 7.2.4 with
respect to the Phase. The Developer shall provide to the Executive Director
such additional backup information as the Executive Director may
reasonably request to enable the Executive Director to confirm compliance
with the Minority Participation Requirements. The Executive Director shall
have fifteen (15) days after receipt of the minority participation
documentation to approve same, which approval shall not be unreasonably
withheld. If no response from the Executive Director is delivered to the
Developer within fifteen (15) days after submission of the minority
participation documentation, same shall be deemed approved. The Executive
Director shall approve the minority participation documentation if it
evidences compliance with requirements of Sections 7.2.1, 7.2.2, 7.2.3 and
7.2.4. In the event of disapproval, the Executive Director shall specify the
specific reasons for such disapproval. In the event of disapproval, the
Developer shall resubmit the minority participation documentation to the
Executive Director, revised to address and/or satisfy the grounds for
disapproval specified by the Executive Director. Any resubmission shall be
subject to approval by the Executive Director in accordance with the
procedure outlined above for the original submission until same is approved
by the Executive Director. The Executive Director and Developer shall in
good faith attempt to resolve any disputes regarding compliance with the
Minority Participation Requirements. Notwithstanding the Executive
Director's approval of the minority participation documentation, the
Developer shall be required to comply with the Minority Participation
Requirements set forth in Sections 7.2.1, 7.2.2, 7.2.3 and 7.2.4.
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6.1.6 Loan Commitment. Developer shall have provided to the
Executive Director a loan commitment prepared by an institution evidencing
that Developer has obtained a construction loan commitment for the
development of the respective Phase (the "Loan Commitment"), which shall
be in form and substance acceptable to the Executive Director and evidence
reasonably satisfactory to the Executive Director that Developer has
sufficient equity available to meet the equity requirements of the Loan
Commitment (the "Equity Requirement"). The Developer shall provide to the
Executive Director such additional backup information as the Executive
Director may reasonably request to enable the Executive Director to analyze
and approve the Loan Commitment and the Equity Requirement
documentation. The Executive Director shall have fifteen (15) days after
receipt of the Loan Commitment and Equity Requirement documentation to
approve same, which approval shall not be unreasonably withheld. The
Executive Director shall approve the Loan Commitment and Equity
Requirement documentation if it is substantially equivalent to the
documentation submitted and approved by Executive Director with respect to
Phase I. If the Executive Director does not respond to the Developer within
fifteen (15) days after Developer's submission of the Loan Commitment and
Equity Requirement documentation, same shall be deemed approved. In the
event of disapproval, the Executive Director shall specify the specific reasons
for such disapproval. In the event of disapproval, Developer shall resubmit
the Loan Commitment and Equity Requirement documentation to the
Executive Director, altered to address and/or satisfy the grounds for
disapproval specified by the Executive Director. Any resubmission shall be
subject to approval by the Executive Director in accordance with the
procedure outlined above for the original submission until same is approved
by the Executive Director. The Executive Director and Developer shall in
good faith attempt to resolve any disputes regarding the Loan Commitment
and Equity Requirement documentation.
15
Section 6.2 Phase I. The CRA acknowledges and agrees that the CRA
has approved the Construction Contract, the Budget, the Loan Commitment,
the Equity Requirement, the Construction Contract, Minority Participation
documentation and the Construction Schedule with respect to Phase I.
Section 6.3 Progress of Construction. Developer shall not commence
construction of the Developer Improvements for any Phase until all of the
requirements of Section 6.1 are satisfied for such Phase. Upon the
satisfaction of all the requirements set forth in Section 6.1, the Developer
shall promptly commence construction of such Phase. Until completion of
construction of the respective Phase, Developer shall keep the Executive
Director apprised of the progress of Developer with respect to such
development and construction. During such period, the work of Developer
shall be made available for inspection by representatives of the Executive
Director. Developer shall provide suitable work space and utilities for the
representative of the CRA, at Developer's sole cost and expense.
Section 6.4 Certificate of Final Completion. Promptly after the
completion of each Phase of the Developer Improvements in accordance with
the terms of this Covenant and the issuance of certificates of occupancy for all
units included in the respective Phase and the issuance of a certificate of
completion for all commercial space included in the respective Phase by the
City, the Executive Director will furnish Developer with an appropriate
instrument certifying the completion of the Developer Improvements in such
Phase (the "Certificate of Final Completion"). With respect to each Phase,
the Certificate of Final Completion shall be in such form as will enable it to
be recorded in the Public Records of Miami -Dade County, Florida. If the
Executive Director shall refuse or fail to provide Developer with the
Certificate of Final Completion in accordance herewith, the Executive
Director shall, within fifteen (15) days after written request by Developer,
provide Developer with a written statement specifying in adequate detail any
deficiencies in the Developer Improvements for the respective Phase in
16
accordance with the provisions of this Covenant, and what measures and
actions, in the opinion of the Executive Director, are necessary for the
Developer to take or perform in order to obtain such certification.
Section 6.5 Penalties for Non -Compliance with Project Schedule. In
the event that the Developer is not able to complete a Phase within six (6)
months of the scheduled completion date for such Phase in accordance with
the Construction Schedule, as extended for Unavoidable Delays, as evidenced
by the issuance of the Certificate of Final Completion (the "Completion
Date"), Developer shall pay to the CRA a non-compliance fee of $10,000.00
per month (the "Non -Compliance Fee") for each month after the Completion
Date until the Completion Date is achieved. For purposes of this Section, a
Phase shall be deemed complete ("Completion") when temporary certificates
of occupancy have been issued for all of the Residential Units included in the
respective Phase and certificates of completion have been issued for all
commercial space included in the respective Phase and the issuance of a
Certificate of Final Completion. The Non -Compliance Fee shall be paid
monthly on the first day of each and every month until the Completion is
achieved. The Non -Compliance Fee shall be prorated for partial months.
The Non -Compliance Fee shall apply on a Phase by Phase basis.
Section 6.6 Termination of Restriction. Upon Completion of
construction of all Phases of the Project in accordance with the approved
Development Plan, as evidenced by the issuance of Certificates of Final
Completion for each Phase, the provisions of this Article VI shall be of no
further force and effect.
ARTICLE VII
MINORITY PARTICIPATION
Section 7.1 Minority and Women Participation and Equal
Opportunity. The Developer agrees that, during the course of construction of
the Developer Improvements, Developer will:
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7.1.1 Take definitive action in the recruitment, advertising
and to attract and retain minority and female contractors and
subcontractors;
7.1.2 Provide a reasonable opportunity in the recruitment,
advertising and hiring of contractors and subcontractors residing within
the CRA Redevelopment Area and within the City of Miami;
7.1.3 Take reasonable definitive action in retaining
employees regardless of race, color, place of birth, religion, national origin,
sex, age, marital status, veterans and disability status;
7.1.4 Maintain equitable principles in the recruitment,
advertising, hiring, upgrading, transfer, layoff, termination, compensation
and all other terms, conditions and privileges of employment;
7.1.5 Monitor and review all personnel practices to guarantee
that equal opportunities are being provided to all employees regardless of
race, color, place of birth, religion, national origin, sex, age, marital status,
veterans and disability status;
7.1.6 Post in conspicuous places, availability to employees
that applicants for employment, notices in a form to be provided to the
Executive Director, setting forth this non-discrimination clause; and
7.1.7 In all solicitations and advertisements for employment
placed by or on behalf of Developer, state that all applicants will receive
consideration for employment without regard to race, creed, color or
national origin.
Section 7.2 Participation Requirements.
7.2.1 Construction. Developer agrees to comply with the
following minority and female participation requirements (the "Minority
Participation Requirements") with respect to construction:
28% Black participation
8% Female participation
15% Hispanic participation
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7.2.2 Design. Developer agrees to comply with the following
minority and female participation requirements with respect to design:
10% Black participation
5% Female participation
10% Hispanic participation
7.2.3 Property Management. Developer agrees to comply
with the following minority and female participation requirements with
respect to property management:
28% Black participation
8% Female participation
15% Hispanic participation
7.2.4 Sales and Marketing. Developer agrees to comply with
the following minority participation requirement with respect to its sales
and marketing staff:
20% Black participation
Section 7.3 Report Requirements. The Developer shall provide on an
annual basis such documentation as the Executive Director may reasonable
request to evidence compliance with the Minority Participation Requirements
with respect to construction, design and property management during the
preceding year (the "Minority Participation Reports"). To the extent of any
disputes between Developer and the Executive Director with respect to the
compliance with the Minority Participation Requirements, the dispute shall
be submitted to arbitration for resolution, which resolution shall be binding
upon the parties.
Section 7.4 Penalties for Non -Compliance. To the extent that
Developer fails to comply with the Minority Participation Requirements on a
phase by phase basis in each category described in Section 7.2, Developer
shall pay to the CRA as a penalty Five Thousand and No/100 Dollars
($5,000.00) for each percentage point below the requirement set forth in
Sections 7.2.1, 7.2.2, 7.2.3 and 7.2.4, in each respective category Developer
19
fails to meet the applicable Minority Participation Requirement (the "Non -
Compliance Funds"). The Non -Compliance Funds shall be calculated by the
Executive Director and shall be due within thirty (30) days from the date of
Developer's receipt of written statement from the Executive Director stating
the amount of Non -Compliance Funds due. To the extent of any dispute
between the Executive Director and Developer with respect to compliance
with the Minority Participation Requirements, the dispute shall be submitted
to arbitration for resolution, which resolution shall be binding upon the
parties. The CRA covenants and agrees to utilize any Non -Compliance
Funds paid to CRA pursuant to this Section for a job training program for
residents of the CRA Redevelopment Area.
Section 7.5 Report Requirements. Developer shall submit to the
Executive Director, on an annual basis, such documentation as the Executive
Director may reasonably request to evidence of compliance with the Minority
Participation Requirements with respect to each of the categories described
in Section 7.2 during the preceding year (the "Minority Participation
Reports") on a Phase by Phase basis. The Developer shall provide to the
Executive Director such additional backup information as the Executive
Director may reasonably request to enable the Executive Director to confirm
compliance with the Minority Participation Requirements. To the extent of
any disputes between the Developer and the Executive Director with respect
to the compliance with the Minority Participation Requirements, the dispute
shall be submitted to arbitration for resolution, which resolution shall be
binding on the parties.
Section 7.6 Termination. The Minority Participation Requirements of
Sections 7.2.1 and 7.2.2 shall terminate upon Completion of all Phases of the
Project.
Section 7.7 Impossibility to Perform. Developer acknowledges that
the Minority Participation Requirements are mandatory requirements and
not an obligation to utilize best efforts. In the event that Developer, in good
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faith, believes that it is impossible to satisfy some or all of the Minority
Participation Requirements for any given year as a result of there not being a
sufficient number of minority and female job candidates available to comply
with the Minority Participation Requirements for that year, Developer may
request that the City Manager reduce the applicable Minority Participation
Requirements, in the applicable category, for that year provided that
Developer is able to provide to the City Manager irrefutable evidence that
there was not a sufficient number of minority and/or female job candidates
available during the respective year to comply with the applicable Minority
Participation Requirements. The decision of the City Manager shall be
binding on Developer and the CRA with respect to the year in question.
Section 7.8 Professionals. Developer shall utilize its best efforts to
employ African American and other minorities to provide professional
services to Developer in connection with the Project, including, without
limitation, lawyers and accountants. Developer shall utilize its best efforts to
cause existing professionals employed by Developer to joint venture with
African Americans and other minorities to expand minority participation in
the Project in connection with the provision of professional services.
ARTICLE VIII
AFFORDABLE HOUSING
Section 8.1 Affordable Housing Requirement. Developer shall
sell not less than twenty percent (20%) of the Residential Units comprising
the Project (the "Affordable Units") to: (a) qualified buyers whose gross
income is between 80.01% and 120% of the Miami -Dade County mean income
at a purchase price which will enable the purchaser to have a housing debt
ratio of not greater than thirty five percent (35%) and a gross income to total
debt ratio of less than forty five percent (45%) and to a purchaser who has a
total net worth not to exceed Fifty Thousand and no/100 Dollars ($50,000.00)
as set forth in Section 8.9; or (b) to purchasers whose gross income is between
21
80.01% and 120% of the Miami -Dade County mean income and who qualify
for SHIP Funds, as hereinafter defined, HOME Funds, as hereinafter
defined, Surtax Funds, as hereinafter defined, and/or any similar federal,
state or county programs available for affordable housing, pursuant to the
applicable criteria for whatever loan program is used to finance the
acquisition of the unit (collectively the "Affordable Housing Requirement").
None of the Live/Work Units shall be Affordable Units; however, the
Live/Work Units shall be included in the total number of Residential Units,
which is utilized to calculate the number of Affordable Units that Developer
is required to provide. By way of example, if the Project includes 1,050
Residential Units, including 150 Live/Work Units, Developer shall be
required to provide 210 Affordable Units notwithstanding the fact that none
of the Live/Work Units shall be designed as Affordable Units. The Affordable
Units which are sold to satisfy the Affordable Housing Requirement shall be
reasonably distributed in each block comprising a portion of the Project and
shall be identified in the Development Plans submitted to the CRA for
approval and shall be comprised of a mix virtually identical to the unit mix
(based upon the number of bedrooms, type of units and square footage) of the
respective Residential Units, excluding the Live/Work Units, which are to be
sold at market rates in each Nock of the Project and which shall in all other
respects be completed with the same fit and finish as the other units in such
block of the Project which are to be sold at market rates. Developer shall be
required to satisfy the Affordable Housing Requirement notwithstanding the
unavailability of governmental subsidies. Developer acknowledges and
agrees that Developer is required to satisfy the Affordable Housing
Requirement irrespective of Developer's ability to obtain Miami -Dade County
surtax funds ("Surtax Funds"), Community Development Department funds
("HOME Funds") and/or State Housing Incentive Program ("SHIP Funds").
Developer further acknowledges that the City and the CRA have made no
representations to Developer regarding the availability of housing subsidy
22
funds including Surtax Funds, HOME Funds, SHIP Funds or other sources of
funds and Developer assumes the risk as to whether housing subsidies will
be available for the Project. Residential Units sold to Overtown Residents, as
hereinafter defined, shall be deemed to comply with the Affordable Housing
Requirement.
Section 8.2 Subsidized Units. Developer shall construct fifty
(50) units as part of the Project, comprising a portion of the Affordable Units,
comprised of a mix of units virtually identical to the unit mix (based upon the
number of bedrooms, type of unit, and square footage) of the respective
Residential Units, excluding the Live/Work Units, which are to be sold at
market rates in each block of the Project, which Subsidized Units are to be
conveyed to the CRA, or its designee, upon completion of construction of the
prospective phase of the Project and which units are to be resold by the CRA,
or its designee, to qualified purchasers whose gross income is not greater
than eighty percent (80%) of the Miami -Dade County median income (the
"Subsidized Units") or (b) a purchase price which qualifies for use of SHIP
Funds, HOME Funds, Surtax Funds, and/or any similar federal, state or
County programs available for affordable housing, pursuant to the applicable
criteria for whichever loan program is utilized to finance the acquisition of
the unit. The Subsidized Units conveyed by Developer to the CRA, or its
designee, shall be deemed to comprise a portion of the Affordable Units and
shall in all respects be identical to the Affordable Units and shall in all
respects be completed with the same fit and finish as the other Residential
Units in such block of the Project which are to be sold at market rates.
Section 8.3 Implementation. Developer agrees to (i) engage an
affordable housing consultant, which consultant shall be subject to the
approval of the Executive Director, which approval shall not be unreasonably
withheld or delayed, to assist Developer in implementing a program to
comply with the Affordable Housing Requirement; and (ii) retain a full-time
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recruiter and loan processor to identify and qualify potential purchasers of
the Affordable Units to be sold by Developer and Subsidized Units to be sold
by the CRA, or its designee, and implement the program developed by
Developer to satisfy the Affordable Housing Requirement until Developer's
obligations regarding the Affordable Housing Requirements have been
satisfied
Section 8.4 Housing Subsidies. The CRA covenant and agree
to utilize its good faith efforts to obtaining Surtax Funds, HOME Funds,
SHIP Funds and other housing assistance with respect to the Subsidized
Units.
Section 8.5 Assistance Program. The CRA agrees to work with
the Collins Center, the Knight Foundation and other not -for -profit
organizations to develop a program to make the Subsidized Units viable.
Section 8.6 Affordable Units. Developer shall first offer the
Affordable Units to residents of the area of the City of Miami which is more
particularly described in Exhibit "C", attached hereto and incorporated
herein (the "Overtown Area"), and then to other residents of the City prior to
making the Affordable Units available to other residents of Miami -Dade
County.
Section 8.7 Overtown Residents. The CRA, or its designee,
shall first offer the Subsidized Units to existing residents of the Overtown
Area and then to former Overtown Residents, before offering the Subsidized
Units to other residents of the City of Miami.
Section 8.8 Reporting Requirements and Compliance.
8.8.1 Reporting Requirements. From and after the issuance
of the first certificate of occupancy for any residential unit comprising a
portion of the Project until the satisfaction of the Affordable Housing
Requirement, Developer shall be required to submit to the Executive
24
Director on an annual basis, Phase by Phase reports evidencing compliance
with the Affordable Housing Requirement (the "Affordable Housing
Reports"). The Affordable Housing Reports shall consist of a certification to
the CRA from the financial institution that performed the underwriting
with respect to the Affordable Unit which shall include the following:
(A) Purchaser of an Affordable Unit or Subsidized Unit
not utilizing SHIP Funds, HOME Funds or Surtax Funds:
(i) certification that the income for the
purchaser for the previous six (6) months is
less than the maximum income threshold.
(ii) the total net worth of the purchaser does not
exceed Fifty Thousand and no/100 Dollars
($50,000.00) inclusive of all gifts.
(iii) there are no financial guarantees or other
independent support for the loan.
(iv) the purchaser is not the beneficiary of any
trust.
(v) that the purchase price will enable the
purchaser to have a housing debt ratio of not
greater than thirty five percent (35%) and a
gross income to total debt ratio of less than
forty five percent (45%).
(B) Purchaser's utilizing SHIP Funds, HOME Funds
and/or Surtax Funds:
(i) certification that the income for the
purchaser for the previous six (6) months is
less than the maximum income threshold.
(ii) that the purchaser has satisfied the criteria
for SHIP Funds, HOME Funds, Surtax
Funds and/or similar federal, state or county
programs available for affordable housing, as
25
applicable, with respect to the financing of
the acquisition of the unit.
8.8.2 Disputes. To the extent of any disputes between
Developer and the Executive Director with respect to whether the
purchasers of the units meet the applicable requirements of Sections 8.1,
8.2 and this Section 8.8, the dispute will be submitted to arbitration for
resolution, which resolution shall be binding on the parties.
Section 8.9 Penalties for Non -Compliance. To the extent that
Developer fails to comply with the Affordable Housing Requirement on a
phase by phase basis as determined in accordance with Section 8.8 above,
then in such event, Developer shall pay to the CRA, as a penalty for non-
compliance with the Affordable Housing Requirement with respect to each
comparable unit required to bring Developer into compliance, one hundred
twenty-five percent (125%) of the difference between the average sales price
that Developer is currently offering the applicable unit for sale to the general
public of the type unit(s) in question, less the maximum purchase price that a
purchaser earning one hundred percent (100%) of the Miami -Dade County
mean income would be able to pay for such a unit at a purchase price which
will enable the purchaser to have a housing debt ratio of not greater than
thirty-five percent (35%) and a gross income to total debt ratio of less than
forty-five percent (45%) and to a purchaser with a total net worth not to
exceed Fifty Thousand and no/100 Dollars ($50,000.00) as set forth in Section
8.8 (e.g., the average sale price for a two bedroom unit less the maximum
price that a purchaser whose gross income is one hundred percent (100%) of
the Miami -Dade County mean income would be able to pay for a two bedroom
unit at a purchase price which will enable the purchaser to have a housing
debt ratio of not greater than thirty-five percent (35%) and a gross income to
total debt ratio of less than forty-five percent (45%) and to a purchaser with a
total net worth not to exceed Fifty Thousand and no/100 Dollars ($50,000.00)
as set forth in Section 8.8 multiplied by one hundred twenty-five percent
26
(125%)), but in no event less than Twenty Thousand and No/00 Dollars
($20,000.00) per unit. The penalty with respect to any phase of the Project
shall be due and payable one hundred eighty (180) days after the issuance of
a temporary certificate of occupancy for the last Residential Unit included in
the applicable phase.
Section 8.10 Deed Restrictions. All of the Affordable Units, other than
the Subsidized Units, shall be conveyed subject to a deed restriction which
will restrict the ability to sell the units except to a purchaser who meets the
Affordable Housing Requirements of Section 8.1 and 8.9, as applicable, for a
period of ten (10) years from the date of closing of each respective unit (the
"Deed Restriction"). Any violation of the Deed Restriction shall require the
purchaser to pay to the CRA, or its designee, Twenty Thousand and No/100
Dollars ($20,000.00) as a result of the violation of the Deed Restriction. The
CRA agrees to impose the same Deed Restriction, which will restrict the
ability to sell the Subsidized Units except to a purchaser who meets the
Affordable Housing Requirements of Sections 8.2 and 8.8, as applicable, for a
period of ten (10) years from the date of closing of each respective unit. The
Deed Restriction shall provide that any violation of the restriction shall
require the purchaser to pay to the CRA, or its designee, Twenty Thousand
and No/100 Dollars ($20,000.00) as a result of the violation of the Deed
Restriction.
Section 8.11 Overtown Residents. Developer shall utilize its best
efforts to sell twenty percent (20%) of the Residential Units comprising the
Project to residents of the Overtown Area or former residents of the Overtown
Area or their family members (collectively "Overtown Residents") at market
rates. Developer shall utilize real estate professionals as well as community
based organizations such as churches and community development
corporations (collectively "CBO") located within or concentrated on serving
the Overtown Area to identify Overtown Residents. Any Overtown
Residents, as certified by a CBO, or who are otherwise established to the
27
reasonable satisfaction of the Executive Director to be Overtown Residents
based upon school records, birth records, tax records or other documentation,
who purchase a unit shall be counted as complying with the Affordable
Housing Requirement notwithstanding that the criteria for Affordable
Housing has not been complied with. The provisions of Section 8.10 shall not
apply to the sale of any units to Overtown Residents.
Section 8.12 Prosperity Based Initiative. In connection with the sales
and marketing of the Units, Developer covenants and agrees to utilize its
best efforts to work with African American realtors to reach out and market
the Project to African Americans to relocate to the Overtown community.
This effort shall include the sale of Affordable Units as well as market rate
units to African Americans.
ARTICLE IX
FIRST SOURCE HIRING AGREEMENT
Section 9.1 FIRST SOURCE HIRING AGREEMENT. Developer and
the CRA have entered into a first source hiring agreement for the Property
which is attached hereto as Exhibit "D" and incorporated herein by reference
(the "First Source Hiring Agreement"). Developer covenants and agrees to
comply with the requirements of the First Source Hiring Agreement.
ARTICLE X
EMPLOYMENT TRAINING PROGRAM
Section 10.1 Construction. Developer, in coordination with the South
Florida Work Force or such similar entity involved in job creation and
training, shall participate in an existing program or establish a Skills
Training and Employment Program which is described on Exhibit "E"
attached hereto and made a part hereof (the "STE Program"). The
obligations of the Developer with respect to the STE Program shall terminate
upon completion of construction of the Project in accordance with the
28
Development Plan and the issuance of Final Certificates of Completion with
respect to all Phases of the Project.
Section 10.2 Property Management. Developer, in coordination with
the South Florida Work Force or such similar entity involved in job creation
and training, shall participate in an existing program or establish a Property
Management Training and Employment Program which is described on
Exhibit "F" attached hereto and made a part hereof (the "PMTE Program").
The obligations of the Developer with respect to the PMTE Program shall
terminate two (2) years after the completion of construction of the Project in
accordance with the Development Plan and the issuance of Final Certificates
of Completion with respect to all Phases of the Project.
ARTICLE XI
TAX INCREMENT FUNDS
[THIS ARTICLE MAY BE REMOVED FROM THE COVENANT IN
THE EVENT THE CITY ATTORNEY DETERMINES THE PROPOSED
USE OF INCREMENTAL TIF IS NOT IN ACCORDANCE WITH
APPLICABLE LAW]
Section 11.1 Incremental Increase in Tax Increment Funds. Subject to
Sections 11.2, 11.3, and 11.5 below, the CRA covenants and agrees to make
available to Developer one hundred percent (100%) of the incremental
increases in tax increment funds actually received by the CRA from the
County and the City, generated by the increase above the assessed value for
the Property and any improvements constructed thereon over and above the
assessed value for the Property set forth in the Miami -Dade County ad
valorem property tax rolls for the year 2005 ("Incremental TIF") for
qualifying uses under applicable laws for use of tax increment funds until
September 30, 2013. The CRA covenants and agrees to make the
Incremental TIF available to Developer within sixty (60) days of the CRA's
actual receipt of the Incremental TIF from the County and the City to be
utilized by Developer for qualifying uses permitted under applicable law for
29
use of tax increment funds with respect to the Project, and at the election of
Developer, within the Overtown Project Area. Developer acknowledges that
the County and the City withhold from the tax increment funds an
administrative fee and funds for the Children's Trust.
Section 11.2 Use of Incremental TIF. Developer acknowledges and
agrees that the Incremental TIF may only be utilized in accordance with
qualifying uses under applicable law for use of tax increment funds and that
Developer shall not be entitled to, and the CRA will not disburse any of the
Incremental TIF to Developer unless and until Developer has been able to
establish to the CRA and, to the extent required by law or the Interlocal
Agreement, the County, that the use of said funds for the use proposed by
Developer is permissible under applicable law. Developer shall submit to the
CRA and, to the extent required by law or the Interlocal Agreement, the
County, any and all documentation that the CRA and/or the County may
request to establish that the proposed use of the Incremental TIF qualifies for
such use under applicable law. Developer further acknowledges that all
Incremental TIF shall be used solely in connection with the development of
the Project or within the Overtown Project Area.
Section 11.3 Failure to Qualify. To the extent that Developer is not
able to establish to the CRA, and to the extent required under applicable laws
or the Interlocal Agreement, the County, that its proposed expenditures of
the Incremental TIF qualifies for use of the Incremental TIF under applicable
laws with respect to some or all of the Incremental TIF, the CRA agrees to
make such portions of the Incremental TIF funds which Developer is unable
to utilize under applicable law governing the use of tax increment funds
available for use by any governmental agency which can legally use the
Incremental TIF funds in connection with the Project, which entity is
identified to the CRA by Developer and which entity requests the funds from
the CRA. If Developer is unable to identify such an entity which wants to
utilize the Incremental TIF in connection with the Project, the CRA shall be
30
entitled to utilize that portion of the Incremental TIF for which Developer is
unable to qualify for use in connection with the Project for improvements
within the Overtown Project Area and the CRA shall not be required to make
such funds available to Developer.
Section 11.4 Extension of the CRA. Developer acknowledges that it
will have no right to receive any Incremental TIF after the expiration of the
CRA which is to incur by September 30, 2013. In the event that the duration
of the CRA is extended, Developer acknowledges that notwithstanding the
extension of the term of the CRA, the CRA is not obligated to pay to
Developer any Incremental TIF generated from and after September 30,
2013. In the event the term of the CRA is extended beyond September 30,
2013, Developer shall have the right to request that the CRA pay to
Developer all or a portion of the Incremental TIF generated by the Project
after September 30, 2013, which request shall be treated like that of any
other property owner within the CRA Redevelopment Area. The Executive
Director shall present such request to the CRA Board for consideration with
the recommendation that the Executive Director deems appropriate under
the circumstances. The CRA Board shall not be obligated to approve the
request or be under any obligation to Developer as a result of the payment of
the Incremental TIF to Developer prior to September 30, 2013.
Section 11.5 Subordination of Incremental TIF. Developer
acknowledges and agrees that the obligation of the CRA to make the
payments to Developer contemplated by Section 11.1 are junior and
subordinate to the obligations of the CRA to pay debt service with respect to
the $11,500,000.00 City of Miami, Florida, Community Redevelopment
Revenue Bonds, Series 1990, the obligations of the CRA with respect to the
Grand Central Project, and the obligations of the CRA to pay debt service on
any bonds issued in the future by the CRA or the City on the CRA's behalf.
The CRA covenants and agrees that the debt service coverage ratio on any
new bonds issued in the future by the CRA or the City on the CRA's behalf,
31
which are secured by tax increment funds based upon the estimated tax
increment funds shall not exceed One Hundred Twenty -Five Percent (125%).
Under no circumstances shall the CRA be obligated to make payments to
Developer from its general revenues or any other sources if tax increment
revenues are unavailable after the CRA makes all required payments under
any obligations which are senior to the Incremental TIF.
Section 11.6 Change in Use of Incremental TIF. Developer shall not
be permitted to change the use of the Incremental TIF without the consent of
the Executive Director and the City Attorney, which consent shall not be
granted unless the City Attorney is satisfied that the new use proposed for
the Incremental TIF is a permissible expenditure under applicable laws
governing the use of tax increment funds.
Section 11.7 Indemnification. Developer covenants and agrees to
indemnify, defend and hold the CRA harmless from any loss or damage that
the CRA may sustain, including attorney fees and costs, as a result of the
actual use of the Incremental TIF differing from the proposed use of the
Incremental TIF.
ARTICLE XII
VIOLATION OF COVENANT
Section 12.1 Violation by Developer. Developer shall be in default
under this Covenant (a "Developer Default") in the event that the Developer
fails to comply with any of the covenants, conditions and agreements which
are the obligation of the Developer under this Agreement, and the
continuance of such failure for a period of thirty (30) days after notice thereof,
in writing, from the CRA to the Developer (which notice shall specify the
respects in which the CRA contends that Developer has failed to perform any
such covenants, conditions and agreements), or such longer time as is
reasonably required (not to exceed one hundred twenty (120) days) if the
default, by its nature, cannot be cured within the thirty (30) day period,
provided Developer shall have commenced the curative action within the
32
thirty (30) day period and thereafter shall have continued diligently to
prosecute all actions necessary to cure such default until completion, but in
no event beyond one hundred twenty (120) days after notice thereof from the
CRA.
Section 12.2 Remedies for Developer Default. Upon the occurrence of a
breach of a Developer Default, the CRA may pursue all remedies available at
law or in equity as a result of such Developer Default, including without
limitation, specific performance, without waiving any action for damages
resulting from Developer's breach of this Covenant.
Section 12.3 Violation by CRA. The CRA shall be in default under this
Covenant (a "CRA Default") in the event that the CRA fails to perform any of
the covenants, conditions and agreements of this Covenant which are to be
performed by the CRA and the continuance of such failure for a period of
thirty (30) days after written notice from the Developer to the CRA (which
notice shall specify the respects in which Developer contends that the CRA
has failed to perform any of such covenants, conditions and agreements) or
such longer time as is reasonably required (not to exceed one hundred fifty
(150) days) if the Default, by its nature, cannot be cured within thirty (30)
days period, provided the CRA shall have commenced the curative action
within the thirty (30) day period and thereafter shall have continued
diligently to prosecute all actions necessary to cure such default until
completion, but in no event beyond one hundred fifty (150) days notice
thereof from the Developer.
Section 12.4 Remedies for CRA Default. Upon the occurrence of a CRA
Default, the Developer may pursue all remedies available at law or in equity
as a result of such CRA Default, including, without limitation, specific
performance, without waiving any action for damages resulting from the
CRA's breach of this Covenant.
ARTICLE XIII
ARBITRATION
33
Section 13.1 Panel. A panel of arbitrators ("Arbitration Panel") shall
be established when required by this Covenant.
(a) The appointments to the panel shall be made in the
following manner:
(i) The CRA shall name one member;
(ii) Developer shall name one member; and
(iii) The aforesaid members shall promptly name a
third member.
(b) Every member of the Arbitration Panel must be either an
attorney in good standing licensed to practice law in the State of Florida for
at least fifteen (15) years; a retired State of Florida or U.S. District Court
Judge; a CPA with at least fifteen (15) years experience; a developer with like
kind experience as the Developer; a MAI certified appraiser licensed in the
State of Florida; or any other person stipulated to by Developer and the CRA.
(c) If either party shall fail to designate a member within
fifteen (15) days after a written request so to do by the other party, then such
other party may request the Chief Judge of Circuit Court of the Eleventh
Judicial Circuit in and for Miami -Dade County, Florida to designate a
member, who when so designated shall act in the same manner as if he had
been the member designated by the party so failing to designate an
arbitrator. If the two members are unable to agree upon a third member
within ten (10) days from the last date of designation, such third member
shall be designated by the Chief Judge of Circuit Court of the Eleventh
Judicial Circuit in and for Miami -Dade County, Florida, upon the request of
either of the two members.
ARTICLE XIV
UNAVOIDABLE DELAY
Section 14.1 Unavoidable Delay. For the purpose of any of the
provisions of this Covenant, the term "Unavoidable Delay" shall mean a delay
in the performance of such obligation which has a reasonably demonstrable
34
effect on the Project due to area wide strikes, area wide lockouts, acts of God,
inability to obtain labor or materials due to governmental restrictions, enemy
action, civil commotion, fire, unavoidable casualty, hurricanes, unusual
weather conditions, earthquakes or other natural catastrophes, and
governmental or court imposed moratorium or injunction which materially
effects Developer's construction of the Developer Improvements and other
similar causes beyond the reasonable control of the party (specifically
excluding said parties solvency or financial condition and typical ordinary
delays in obtaining permits and other approvals from governmental
authorities). In the event of the occurrence of any such Unavoidable Delay,
the time or times for the performance of the covenants, provisions and
agreements of this Covenant, shall be extended for the period of delay
actually caused by the Unavoidable Delay; provided, however, that the party
seeking the benefit of the provisions of this Section shall, within ten (10)
days after such party shall have become aware of such Unavoidable Delay,
give written notice to the other party, stating the event purportedly
constituting the Unavoidable Delay and as soon as reasonably possible
thereafter provide written notice to the other party of the additional period of
time required for any performance as a result of the Unavoidable Delay. The
failure to provide such notice shall constitute the waiver of the right of that
party to claim that an Unavoidable Delay has occurred. Any dispute between
the Developer and the CRA as to whether an Unavoidable Delay has occurred
and/or the duration of the delay caused by the Unavoidable Delay shall be
decided by arbitration pursuant to Article XIV of this Covenant at the
request of either party.
ARTICLE XV
MISCELLANEOUS PROVISIONS
Section 15.1 Notice. Any notice required or permitted to be given
under this Covenant shall be delivered either by hand, by registered or
certified mail, postage prepaid, return receipt requested, or delivered by a
35
nationally recognized overnight delivery service and addressed as described
below; notices shall be deemed effective only upon receipt or refusal of
delivery.
If to the Developer:
c/o
With a copy to:
, Esq.
If to the CRA and Executive Director:
SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY REDEVELOPMENT AGENCY
Attention: Executive Director
49 N.W. 5th Street
Suite 100
Miami, Florida 33128
With a copy to:
Jorge L. Fernandez, City Attorney
City of Miami
444 SW 2nd Avenue, Suite 945
Miami, Florida 33130
William R. Bloom, Esq.
Holland & Knight LLP
701 Brickell Avenue
Suite 3000
Miami, Florida 33131
James H. Villacorta, Esq.
49 N.W. 5th Street
Suite 100
36
Miami, Florida 33128
Section 15.2 Estoppel Certificates. The CRA and Developer shall at
any time and from time to time, within thirty (30) days after written request
by the other, execute, acknowledge and deliver a certificate to the party
which has requested the same or to any prospective Mortgagee, assignee or
subtenant designated by Developer. The certificate shall state (i) that the
Covenant is in full force and effect and has not been modified, supplemented
or amended in any way, or, if there have been modifications, that this
Covenant is in full force and effect as modified, identifying such modification
Covenant, and if this Covenant is not in force and effect, the certificate shall
so state; (ii) that this Covenant, as modified, represents the entire Covenant
between the parties as to the covenants running with the Property, or, if it
does not, the certificate shall so state; (iii) the dates on which the term of this
Covenant commenced and will terminate; (iv) that all conditions under this
Covenant to be performed by the CRA or Developer, as the case may be, have
been satisfied and, as of the date of such certificate, there are no existing
defenses or offsets which the CRA or Developer, as the case may be, has
knowledge against the other party preventing enforcement of this Covenant
by such other party, or, if any conditions contained in this Covenant and
required to be performed by a party have not been satisfied or if there are any
defenses or offsets, the certificate shall so state. The party to whom any such
certificate shall be issued may rely on the matters therein set forth and
thereafter the party issuing the same shall be estopped from denying the
veracity or accuracy of the same. Any certificate required to be made by the
CRA pursuant to this paragraph may be made on its behalf by the Executive
Director.
Section 15.3 Waiver of Jury Trial. THE PARTIES HEREBY
KNOWINGLY, IRREVOCABLY, VOLUNTARILY AND INTENTIONALLY
WAIVE ANY RIGHT EITHER MAY HAVE TO A TRIAL BY JURY IN
RESPECT OF ANY ACTION, PROCEEDING OR COUNTERCLAIM BASED
37
ON, ARISING OUT OF, UNDER OR IN CONNECTION WITH THIS
COVENANT OR ANY AMENDMENT OR MODIFICATION OF THIS
COVENANT, OR ANY OTHER COVENANT EXECUTED BY AND
BETWEEN THE PARTIES IN CONNECTION WITH THIS COVENANT, OR
ANY COURSE OF CONDUCT, COURSE OF DEALING, STATEMENTS
(WHETHER VERBAL OR WRITTEN) OR ACTION OF ANY PARTY
HERETO. THIS WAIVER OF JURY TRIAL PROVISION IS A MATERIAL
INDUCEMENT FOR THE CRA AND THE DEVELOPER TO ENTER INTO
THE SUBJECT TRANSACTION.
Section 15.4 Covenants to Run with the Land. All covenants,
agreements, conditions and undertakings contained herein shall extend and
inure to the benefit of and be binding upon the parties hereto and their
respective successors and assigns and shall be construed as covenants
running with the Property. Wherever in this Covenant reference is made to
any of the parties, it shall (unless expressly provided to the contrary in such
reference) be held to include and apply to, wherever applicable, also the
successors and assigns of each party.
Section 15.5 Attorneys' Fees and Expenses. In the event of any
litigation between the parties, all expenses, including reasonable attorneys'
fees and court costs at both the trial and appellate levels, incurred by the
prevailing party, shall be paid by the non -prevailing party. The term
"attorneys' fees," as used in this Covenant, shall be deemed to include,
without limitation, any paraprofessional fees, investigative fees,
administrative costs and other charges billed by the attorney to the
prevailing party (including any fees and costs associated with collecting such
amounts).
Section 15.6 Administrative Expenses. Developer covenants and
agrees to reimburse the CRA, on a quarterly basis, for all out of pocket costs
and expenses incurred by the CRA from and after the execution of this
Covenant through the completion of construction of the Project and the sale
38
of the Affordable Units, in connection with overseeing and monitoring the
activities of Developer, pursuant to the terms of this Covenant, and the
documents executed in connection herewith, which costs and expenses shall
not exceed Seventy Five Thousand and No/100 Dollars ($75,000.00) per year.
The CRA shall submit to Developer, evidence of such out of pocket expenses
not more often than quarterly. Developer shall reimburse the CRA for such
expenses within thirty (30) days of receipt of such documentation, subject to
the annual reimbursement limitation of Seventy Five Thousand and No/100
Dollars ($75,000.00) per year. If there is a dispute between Developer and
the Execution Director regarding any such expenses, the dispute shall be
submitted to the City Manager for resolution. The decision of the City
Manager shall be binding on the parties. Any payment not made by
Developer within thirty (30) days of when due shall bear interest at eighteen
percent (18%) per annum until paid.
Section 15.7 Severability. If any of the provisions of this Covenant or
the application thereof to any person or situation shall, to any extent, be held
invalid or unenforceable, the remainder of this Covenant and the application
of such provision to persons or situation other than those as to which it shall
have been held invalid or unenforceable, shall not be affected thereby and
shall continue valid and be in force to the fullest extent permitted by law.
Section 15.8 Caption. The Covenant headings and captions contained
in this Covenant are for convenience and reference only and in no way define,
limit or describe the scope of intent of this Covenant.
Section 15.9 Construction. All pronouns and any variations thereof
shall be deemed to refer to the masculine, feminine, or neuter, singular or
plural, as the identity of the party or parties may require.
Section 15.10 Governing Law. The validity of this Covenant and
all of its terms or provisions, as well as rights and duties of the parties
hereunder shall be interpreted and construed in accordance with the laws of
the State of Florida. Venue shall be in Miami -Dade County, Florida.
39
Section 15.11 Termination of the CRA. Upon the termination of
the CRA, all rights and obligations of the CRA under this Covenant shall
automatically transfer to the City and upon such transfer all references in
this Covenant to the CRA shall be deemed references to the City and all
references to the Executive Director shall be deemed references to the City
Manager.
Section 15.12 Cooperation. The parties to this Covenant hereby
covenant and agree to utilize their good faith efforts to cooperate with each
other to carry out the spirit and intent of this Covenant.
Section 15.13 Amendments. This Covenant may not be amended,
modified, altered or changed in any respect except by further agreement in
writing duly executed by all parties hereunder and their respective
mortgagees. No amendment, modification, alteration or change to this
Covenant shall be binding upon any holder of any mortgage unless approved
in writing by such mortgagee. Such approval shall not be delayed, charged
for or unreasonably withheld.
[SIGNATURE PAGES TO FOLLOW]
40
IN WITNESS WHEREOF, Developer and the CRA have executed this
Covenant as of the day and year first above written.
Signed in the presence of:
DEVELOPER:
By:
Print Name: Its:
By:
Print Name: Title:
CRA:
SOUTHEAST OVERTOWN / PARK
WEST COMMUNITY
REDEVELOPMENT AGENCY, an
agency of the State of Florida
By:
Print Name: Frank Rollason
Title: Executive Director
Print Name:
ATTEST:
Priscilla A. Thompson
Clerk of the Board
41
APPROVED AS TO LEGAL APPROVED AS TO INSURANCE
SUFFICIENCY: REQUIREMENTS:
Holland & Knight LLP, as Insurance Manager
special counsel
STATE OF FLORIDA )
)SS
COUNTY OF MIAMI-DADE )
Sworn to (or affirmed) and subscribed before me this day of
200, by the of
, the of
a on behalf of the
and the , who is personally
known to me or has produced as Identification.
(SEAL)
Notary Public -State of
Commission Number:
STATE OF FLORIDA
)
)SS
COUNTY OF MIAMI-DADE )
Sworn to (or affirmed) and subscribed before me this day of
, 200, by Frank Rollason, as Executive Director for
Southeast Overtown/Park West Community Redevelopment Agency, who is
personally known to me or has produced as
Identification.
(SEAL)
Notary Public -State of
Commission Number:
# 1700723_v9
42
BUILDING B
Stacked. 2 Level Lie 1 Wock
• 6 stury residential above
A RQ UI TEC TONICA
550 Brickell Avenue, Suite 200
Miami, Florida 33131
305.372.1812 TEL
305.372.1175 FAX
www.arqintl.com
THE DESIGNS INDICATED IN THESE DRAWINGS ARE PROPERTY OF
AROUITECTONICA INTERNATIONAL ALL COPYRIGHTS RESERVED 2004
c 2004 ARQUITECTONICA INTERNATIONAL. Inc.
4 story bulldn at socked, 2levil Wee /work
BUILDING A
BOLDING B
CRQSWU\DS
COMMUNITIES
11.29.04
OVERTOWN MASTERPLAN
1/27/2005
Overtown Masterplan - Capacity Study
Tower
Midrise
Live/Work
Subtotal
15/17 Levels
6 Levels
2 Levels
Commercial
Area
Required
Provided Parking
Block
(GSF)
(GSF)
(GSF)
(GSF)
Unit Count
(GSF)
Parking
Street 1 Garage Levels
Block 46
2 Level Live/Work
-
-
71,600
28
71,600
35
-
6 Levels (above)
-
107,400
84
107,400
105
-
subtotal
-
107,400
71,600
-
112
179,000
140
-
140
3
Block 45
2 Level Live/Work
-
105,600
40
105,600
50
-
237
6 Level Midrise (above)
-
158,400
126
158,400
158
-
Stacked 2 Level Live/Work
-
42,000
20
42,000
25
8
Commercial
2,250
2,250
subtotal
-
158,400
147,600
2,250
186
308,250
233
8
237
4
BIoCk 55 i
2 Level Live/Work
-
252,000
96
252,000
120
-
6 Level Midrise (above)
234,000
192
234,000
240
-
15 Level Tower (above)
315,000
270
315,000
338
-
Commercial
-
5,400
5,400
5
-
subtotal
315,000
234,000
252,000
5,400
558
806,400
703
-
687
7
Block 56
2 Level Live/Work
-
108,000
42
108,000
53
-
237
4
6 Level Midrise (above)
-
162,000
132
162,000
165
-
Stacked 2 Level Live/Work
-
42,000
20
42,000
25
8
Commercial
2,250
2,250
subtotal
-
162,000
150,000
2,250
194
314,250
243
8
237
4
TOTAL
315,000
661,800
621,200
9,900
1,050
1,318
16
1,301
18
Block
Resid. FAR
Allowable
Avail. Lot
Area (GSF)
Resid. Area
Allowable
Resid. Area
Provided
Coml Area
Provided
Available
Acres
Units
Provided
Density
(du/ac)
Average Unit Size
GSF
NSF
46
4.3
77,000
331,100
179,000
-
1.53
112
73
1,598
45
2.0
122,500
245,000
306,000
2,250
2.07
186
90
1,645
55
4.0
215,250
861,000
801,000
5,400
3.44
558
162
1,435
56
2.0
122,500
245,000
312,000
2,250
2.07
194
94
1,608
TOTAL
537,250
1,682,100
1,598,000
9,900
9,11
1,050
115
1,522
15 Tower 55
1.2
GSF/FL Units/Floor Unit Size Pub Unit Size GSF
21,000
17 1,235.29 1,029, 41
2 Level LW+6 Midrise 45 26,400 21 1,257.14 1,047.62
2 Level LW+6 Midrise 56 27,000 21 1,285.71 1,071.43
2 Level LW+6 Midrise 55 39,000 32 1,218.75 1,015.63
2 Level LW 45
2 Level LW 56
21,000
21,000
10 2,100.00 1,750.00
10 2,100.00 1,750.00
EXHIBIT Q
Overtown Area
NET Bound/Wand
Canniuntly DevelbOrneld
Tweet Area SoUndary
,.
Mertrarill Lino
ard Stedare
%Luce KaArirrs Departmeifft
ar400,
EXHIBIT R
FIRST SOURCE HIRING AGREEMENT
COMMUNITY BENEFITS PROGRAM
This Agreement is made this day of , 200_, by
and between the SOUTHEAST OVERTOWN/PARK WEST COMMUNITY
REDEVELOPMENT AGENCY, a public agency and body corporate created
pursuant to Section 163.356, Florida Statutes (the "CRA") and SAWYER'S WALK,
LTD., a Florida limited partnership ("Developer").
RECITALS
A. Developer and the CRA have entered into that Amended and Restated
Southeast Overtown/Park West Lease and Development Agreement dated
("Lease"), for the development of a mixed use project containing
approximately one thousand fifty (1,050) residential units (collectively, the
"Residential Units") on the property, more particularly described in Exhibit "A",
attached hereto (the "Property") consisting of apartments, townhouses, lofts,
live/work units (i.e., commercial units which are bundled with a residential unit)
(the "Live/Work Units"), which Residential Units will be constructed in mid -rise
structures and high-rise structures and approximately seventy-five thousand
(75,000) square feet of retail and office space, which is more particularly described
on Exhibit "B" attached hereto (the "Project").
B. To supplement the local community involvement in the Project,
Developer has agreed to comply with Section 18-110 of the City of Miami Code to
foster participation in the construction and operation of the Project by Low Income
Individual residents of the City of Miami and Miami -Dade County, including, but
not limited to those who are participants of South Florida Workforce training and
Subject to conforming to the terms of the Settlement Agreement within 30 days of the
Effective Date of the Settlement Agreement.
employment programs and other residents of the City of Miami and Miami -Dade
County.
NOW THEREFORE, in consideration of ten dollars ($10.00) and other good
and valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, the parties hereby agree as follows:
SECTION 1. DEFINITIONS
As used in this Agreement, the following capitalized terms shall have the
following meanings. All definitions include both the singular and plural form.
Capitalized terms not specifically defined herein are as defined in the Lease.
"Agency" shall mean the South Florida Work Force, a state and federally
funded 501 C3 organization or an organization equally acceptable to the Executive
Director. In the event the Agency ceases to exist, upon request of CRA or the
Developer, the Developer shall create or select a similar entity capable of handling
the responsibilities designated to the Agency hereunder, acceptable to the Executive
Director.
"Agreement" shall mean this First Source Hiring Agreement in its entirety.
"CRA" shall mean the Southeast Overtown/Park West Community
Redevelopment Agency, as represented by the Executive Director of the Southeast
Overtown/Park West Community Redevelopment Agency.
"Construction Contract" shall mean a contract in excess of Two Hundred
Thousand and No/100 Dollars ($200,000.00) related to the construction of any
portion of the Project. "Construction Contract" shall not include any contracts
related to renovations to the Project after completion of the Project.
"Construction Contractor" shall mean a contractor who enters into a contract
with the Developer related to the construction of the Project, or any part thereof, of
at least Two Hundred Thousand and No/100 Dollars ($200,000.00).
"Developer" shall mean the Sawyer's Walk, Ltd., a Florida limited
partnership.
"Full Time Employee" shall mean an individual employed for a minimum of
thirty-five (35) hours per standard five day work week.
"Low -Income Individual" shall mean an individual whose household income
is no greater than 80% if the median income for Miami -Dade County based on the
local Census data or is unemployed.
"Overtown Area" shall mean that area as depicted in Exhibit "C" attached
hereto and made a part hereof.
"Residents" shall comply with the definition as adopted or as determined by
the Agency, and may include prior residency with accompanying proof, satisfactory
to the Agency, of residency within specific targeted areas as of January 1, 2006 or
since.
"Site" shall mean the real property more particularly described on
Exhibit "A" attached hereto and made a part hereof.
"Subcontractor" shall mean any subcontractor entering into a contract
relating to the construction of the Project, or any part thereof, of at least Two
Hundred Thousand and No/100 Dollars ($200,000.00).
SECTION 2. FIRST SOURCE HIRING PROGRAM
A. Construction
1. The purpose of this Section of the Agreement is to develop reliable
resources for the prescreening of resumes and operation of training
programs that will facilitate the skills and the employment of Low -
Income Individuals that reside in the City of Miami and Miami Dade
County for the construction of the Project. This Section aims to
accomplish this stated goal by (i) establishing a mechanism whereby
Low -Income Individuals can receive job training in the skills requested
by employers involved in constructing the proposed improvements to
be constructed by the Developer, and (ii) establishing a system for
prompt reliable pre-screening and referral of applicants by employers
as jobs become available.
The Developer shall require each Construction Contractor for the
Project, or any portion thereof, and each Subcontractor retained by a
Construction Contractor or Subcontractor with total contract amount
in excess of Two Hundred Thousand and No/100 Dollars ($200,000.00)
for work related to the Project, or any portion thereof, to provide
employment opportunities generated by the Project to qualified Low
Income Individuals residing within the City of Miami and Miami -Dade
County, including, but not limited to, those who are participants in the
Agency's training and employment programs, subject to the
Construction Contractor's obligation to fill vacancies generated by the
Project with Construction Contractor's employees from other jobs. It is
understood that jobs may be offered on the basis of qualifications,
however, should qualifications be equal, such employment
opportunities shall be offered by Construction Contractor(s) and
Subcontractor(s) in the following order of priority: (a) to residents of
the Overtown Area, (b) other City of Miami residents, and (c) to
residents of Miami -Dade County.
2. Provisions Benefiting Residents.
a) Two (2) months prior to the anticipated commencement of
construction of Phase I of the Project, unless otherwise approved
by the Executive Director, the Developer, in coordination with
the Agency, shall establish a Skills Training Center ("Skills
Training Center") during construction to provide for on -site or
off -site, as approved by the Executive Director, training for a
minimum of fifteen percent (15%) of the entire construction
workforce, whether union or non -union, of the entire
construction associated with the Project, excluding any
renovations after final certificates of occupancy have been issued
for all units comprising the Project. The requirement for
participation in the program will be included all the
Construction Contracts with respect to any Phase of the Project
and participation in the program by all Subcontractors. The
purpose of the Skills Training Center program will be to teach
the Low -Income Individuals marketable construction skills. The
Developer will operate or cause to be operated the Skills
Training Center, which will provide for the advancement of
skills for the construction personnel at the Project. It will teach
a tight curriculum of safety fundamental skills for untrained
people, advanced skills for trained personnel, additional skills
for certificates in alternate trades, and management of
construction operations.
b) The Developer and the Construction Contractor shall notify the
Agency in a timely manner, as necessary and appropriate, to
develop customized training programs, which enable Low -
Income Individuals to qualify for and secure entry level and
apprenticeship construction positions, whether union or non-
union. The Developer may provide rent-free space within the
Site, or elsewhere, for the local offices of the Agency. In the
event the Agency does not perform in a timely manner, the
Developer or Construction Contractor shall notify the Agency,
with a copy to the CRA, of such deficiency. If the Agency does
not implement steps to cure such deficiency within fifteen (15)
days of such notice, the Developer shall immediately identify or
establish a new Agency acceptable to the Executive Director to
fill the role of the Agency.
c) The Developer and each Construction Contractor will notify the
Agency in a timely manner of entry-level and apprenticeship
positions, whether union or non -union job openings, resulting
from the Construction Contract requirements that will not be
filled through the Skills Training Center including the number
of positions needed and the minimum qualifications required for
each position.
d) The Developer and each Construction Contractor will utilize the
Agency as the "first source" in identifying candidates for its
Skills Training Center and except for those positions filled
through the Skills Training Center, will declare the Agency the
"first source" to identify candidates for those entry-level,
apprenticeship positions, whether union or non -union positions.
e) The Developer and each Construction Contractor shall give
preference and first consideration on the basis of qualifications,
however, should qualifications be equal among candidates, the
Developer and each Construction Contractor, to the extent
permitted by law and any existent labor agreements, such
employment opportunities shall be offered by Developer and
each Construction Contractor in the following order of priority:
(a) to residents of the Overtown Area, (b) other City of Miami
residents, and (c) to residents of Miami -Dade County.
f) The Developer and each Construction Contractor shall advertise
or cause to be advertised through the Agency, in local minority
media and City TV, the City of Miami community television
channel, and hold job fairs seeking to attract Low Income
Individuals residing in the City of Miami and Miami -Dade
County to seek training and employment at the Project.
g) The Developer and each Construction Contractor shall offer jobs
to all those that successfully complete Skills Training Center,
which training was developed for the purpose of developing
skills for construction jobs at the Project. As long as these
persons remain employed, their positions will continue to be
counted toward this threshold regardless of any change in their
status as a Low Income Individual. Annual thresholds shall be
pro -rated monthly as required. Priority among equally qualified
persons will be given to those residing within the City of Miami.
In the event there is not a sufficient number of qualified Low
Income Individuals that reside within the City of Miami, then
the balance of the percentage can be met utilizing Low Income
Individuals that reside within Miami -Dade County.
h) In the event that the Agency is unable to identify qualified
persons to fill these positions identified by the Contractor within
a reasonable time frame acceptable to the Developer or
Construction Contractor, any unfilled targeted positions may be
filled by any qualified person, irrespective of their residence.
i) To the extent portions of the Project constitute union jobs, the
Developer and each Construction Contractor shall use good faith
to register a resident apprentice training program with the local
unions for Construction Contracts or subcontracts totaling Two
Hundred Thousand and No/100 Dollars ($200,000.00) or more in
order to involve trained City of Miami residents and Low Income
Individuals as apprentices and ultimately as journeypersons for
the benefit of the Project.
j) The CRA acknowledges that all employees of the Project will be
required to have the necessary employment skills, as well as
meeting the requirements of the Project insurance policy,
including, without limitation, requirements for a drug free
workplace. In addition, the CRA acknowledges that various
employment opportunities may require union membership, and
may require security clearances consistent with the Project's
security policies and procedures. For purposes of this
Agreement, to the extent the Agency provides the above
services, the Developer may rely on the information provided by
the Agency for verification purposes.
k) To the extent that the procedures set forth in this section are in
conflict with the procedures implemented by the Developer or
Construction Contractor in order to comply with the applicable
federal, state and local laws, the Construction Contractor may
substitute other procedures, acceptable to the Executive
Director, in order to accomplish the purpose and intent of this
Agreement.
1) Agreed upon Mechanics. Exhibit "D", attached hereto and
made a part hereto sets forth the agreed upon mechanics of the
programs applicable during construction.
B. Property Management
1. This purpose of this Section is to develop reliable resources for the
prescreening of resumes and operation of training programs that will
facilitate the skill and the employment of Low Income Individuals that
reside in the City of Miami and Miami -Dade County, for the property
management phase of the Project. This Section aims to accomplish
that goal by (i) establishing a mechanism whereby Low Income
Individuals can receive job training in property management activities
and (ii) establishing a system for prompt, reliable, pre-screening and
referral of applicants to employers as jobs become available.
2. Developer and each condominium association controlled by Developer
with respect to each Phase of the Project, as well as each contractor
retained by Developer or by any condominium association controlled by
Developer with a total contract amount of in excess of Twenty
Thousand and No/100 Dollars ($20,000.00) for providing property
management services such as security, landscaping and property
maintenance, shall be required to provide employment opportunities
generated by the Project to qualified Low -Income Individuals residing
within the City of Miami and Miami -Dade County, including, but not
limited to, those who are participants in the Agency's training and the
employment programs.
It is understood that jobs may be offered on the basis of qualifications,
however, should qualificiations be equal, such employment
opportunities shall be offered by the Developer in the following order of
priority: (a) to residents of the Overtown Area; (b) other City of Miami
residents; and (c) to residents of Miami -Dade County.
2. Provisions Benefiting Residents.
a) Two months prior to the anticipated issuance of the first
temporary certificate of occupancy for the first unit in the first
Phase of the Project, unless otherwise approved by the
Executive Director, the Developer will set up a Property
Management Skills Training Center (the "PM Skill Training
Center") to provide training for a minimum of fifteen percent
(15%) of the entire workforce to be involved in property
management activities associated with the Project. The purpose
of the PM Skill Training Center will be to teach Low Income
Individuals, marketable property management skills. The
Developer will operate or cause to be operated the PM Skill
Training Center, which will provide for the advancement of
skills for property management personnel at the Project.
b) The Developer may notify the Agency to assist in developing and
maintaining customized training programs, and will notify the
Agency in a timely manner, as necessary and appropriate, to
assist in developing customized training programs, which enable
Low Income Individuals to qualify for and secure the operations
jobs, as well as to improve the skills and capabilities of
employees for self improvement and career advancement.
c) The Developer will maintain an up-to-date job opening database.
The Developer may notify the Agency electronically in a timely
manner of applicable job openings containing the approximate
number and type of jobs that will need to be filled, the basic
qualifications necessary, and contact information for obtaining
further information and information for applying for jobs.
d) The Developer shall give preference and first consideration to
the highest qualified candidates. Among equally qualified
candidates, to the extent permitted by law and any existent
labor agreements, preference shall be given to candidates the
Agency refers.
e) The Developer shall advertise or cause to be advertised through
the Agency in local minority media and City TV, the City of
Miami community television channel, and hold, directly or
through the Agency, job fairs seeking to attract Low Income
Individuals residing in the City of Miami to seek employment at
the Project;
0 A minimum threshold of twenty-five percent (25%) of all initial
Full Time Employee Job Openings or one hundred percent
(100%) of those candidates who have successfully completed the
PM Skill Training Center shall be filled by Low -Income
Individuals. As long as these same persons remain employed,
their positions will continue to be counted toward this threshold,
irrespective of their status as a Low -Income Individual. Priority
will be given among equally qualified candidates to those
residing within the City of Miami. In the event there is not a
sufficient number of qualified Low Income Individuals that
reside within the City of Miami, then the balance of the
threshold can be met utilizing Low Income Individuals that
reside within Miami -Dade County. This shall apply to the
initial job openings and shall continue so long as the Developer
is in control of the various Phases of the Project or on the tenth
anniversary of the issuance of the first temporary certificate of
occupancy, whichever comes later.
g) The Developer shall provide or cause to be provided to the CRA
monthly reports defining the progress and employment status of
those candidates who are hired.
h) If Developer anticipates difficulty meeting the percentage
threshold requirements referenced above, Developer shall, meet
and confer with the Executive Director to determine mutually
agreeable additional steps which can be taken to meet the
percentage threshold requirement.
i) Exhibit "E" attached hereto and made a part hereof sets forth
the agreed upon mechanics of the program regarding property
management.
C. Default and Remedy. The Developer's failure to meet the
percentage threshold requirements of Section 2(A) and 2(B) shall not
be a breach or default under this Agreement or the Lease, however, if
the Executive Director determines, in its reasonable discretion, that
the Developer, a Construction Contractor or a condominium
association controlled by the Developer has not, in any given calendar
year period, used reasonable efforts to meet the percentage threshold
requirements, then the CRA may assess a penalty of Ten Thousand
and No/100 Dollars ($10,000.00) for each percentage point or fraction
thereof below the threshold requirements for each such applicable
period with respect to Sections 2(A) and 2(B). This penalty shall be the
only liability that Developer shall have regarding the percentage
threshold requirements of Sections 2(A) and 2(B). Money paid by the
Developer to the CRA shall be used for job training of Low -Income
Individuals residing in the Overtown area. In the event that the
Developer disputes the determination of the Executive Director,
Developer may submit the dispute to arbitration in accordance with
the provisions of Article XXIII of the Lease, which provisions are
incorporated herein by reference and made a part hereof except all
references therein to the Lease shall be deemed references to this
Agreement.
SECTION 3. MONITORING AND ENFORCEMENT
A. Monthly Reports: Construction. The Developer, will provide, or cause
to be provided, regular monthly electronic reports regarding the disposition of
all individuals trained in the Skills Training Center including the position
applied for and whether such individual was hired or not. If the individual
was not hired, then the Developer's report should further provide a brief
explanation of why any such candidate was not hired or considered qualified.
Copies shall be provided by the Developer to the Executive Director.
B. Monthly Reports: Property Management. During Operations,
Developer will provide, or cause to be provided, the CRA with monthly
reports regarding date and number of initial position requests, date required
for candidate to commence work, the disposition of all individuals trained in
the PM Skill Training Center referrals, including the position applied for and
whether such individual was hired or not. If the individual was not hired,
then the report should further provide a brief explanation of why any such
candidate was not hired or considered qualified.
C. Quarterly Reports Analysis. The Developer shall prepare, or cause to be
prepared, detailed quarterly reports on the implementation of all sections of
this Agreement during construction of the Project and as long as the
Developer has control of the Project or through the tenth anniversary of the
issuance of the first temporary certificate of occupancy with respect to the
Project, whichever comes later, including those sections where a Construction
Contractor or condominium association controlled by the Developer is the
party hiring the individuals. These reports shall provide, at a minimum, a
listing of the individuals, ethnicity, residency, classification applied for,
employer's name, date of hire, status of employment (i.e., still employed or
date terminated), total hours worked for the reporting period, gross monthly
earnings, recruitment source and percentage of Low Income Individuals
when they were initially hired for any component of the Project, which status
shall continue to be applicable to any thresholds that are set, no matter of
changes in employee status as a Low Income Individual. These reports
should further provide a comprehensive summary of the above, including, but
not limited to, the following:
• total number of positions hired to -date
• total number of positions held by Low Income Individuals residing in the
Overtown Area at date of hire
• total number of positions held by Low Income Individuals residing in the
City of Miami (including the Overtown Area) at date of hire
• total number of positions held by Low Income Individuals residing in
Miami -Dade County at date of hire
• total new hires this reporting period
• total new hires from prior reporting period
• total new hires to -date
• total number of individuals referred from each respective recruiting
source
• total number of individuals hired and not hired from each respective
recruiting source.
These reports shall be provided to the CRA, consistent with any security
provisions of the Project. If the report indicates that the percentage
threshold requirement is not being met, the Developer will include as part of
the report a discussion of the reasons why that is the case. In compiling this
report, Developer shall be entitled to rely on information provided by the
Construction Contractor(s) without responsibility to perform independent
investigation. Further, in the event the Agency prepares the report on behalf
of the Developer, the Developer shall be entitled to rely on information
provided by the Agency.
D. Enforcement by the CRA. The Executive Director shall determine the
necessity of investigating complaints relating to implementation of this
Agreement. The Developer shall cooperate fully and promptly with any such
investigation, and shall make available at no cost, to the Executive Director
requested records and information the Executive Director reasonably deems
relevant to monitoring the implementation of this Agreement, consistent with
security procedures and policies. If the Executive Director determines that
the provisions of this Agreement are not being followed, he will determine the
necessity of engaging and will proceed to engage in a good -faith effort to hear
respective issues and to negotiate a resolution. During the process of such
investigation, the investigation and its findings will be held in the most strict
and confidential manner, reporting findings only to the Executive Director
and the Developer. If negotiations do not arrive at a resolution within a
reasonable period of time, the Executive Director may pursue any available
legal remedies, including but not limited to any or all of the following
practices:
1. A legal action to enforce this Agreement and/or any term or covenant
thereof. The court shall award reasonable attorneys fees and costs to
the prevailing party in an action enforcing or interpreting the
requirement of this Agreement.
2. A declaration of ineligibility for future CRA and City of Miami
contracts and/or redevelopment agreements with the CRA and/or the
City of Miami until penalties and restitution have been paid in full.
Nothing in this Section 4 shall derogate or limit the rights of the CRA
to enforce this Agreement through pursuit of any available legal or
equitable remedies.
E. CRA shall provide Developer with written notice of finding prior to action and
will provide Developer with 60 days to cure.
SECTION 4. IMPLEMENTATION OF FIRST SOURCE HIRING PROGRAM
A. Inclusion of this Agreement in Contracts.
1. Construction Contracts and Business Users Agreements. The
Developer shall not execute any contract related to construction of the
Site, or portion thereof, unless this Agreement is included as a
material term of the contract.
2. Developer Assurance Regarding Preexisting Contracts.
Developer warrants and represents that as of a date of mutual
execution of this Agreement, it has executed no Construction
Contract(s) or agreement that would violate any provision of this
Agreement had it been executed after the date of mutual execution of
this Agreement.
SECTION 5. NOTICES
Correspondence. All correspondence shall be in writing and shall be
addressed to the affected parties at the addresses set forth below. A party may
change its address by giving notice in compliance with this Section 5 the addresses
of the parties are:
(a) Developer. In the case of a notice or communication to Developer if
addressed as follows:
Sawyer's Walk, Ltd.
c/o Tirso San Miguel
Crosswinds at Poinciana, LLC
600 Corporate Drive, Suite 102
Ft. Lauderdale, Florida 33334
With a copy to:
I. Barry Blaxberg, Esq.
Blaxberg, Grayson, Kukoff & Segal, P.A.
25 S.E. Second Avenue, Suite 730
Miami, Florida 33131
(b) CRA. In the case of a notice or communication to the CRA or the
Executive Director, if addressed as follows:
SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY REDEVELOPMENT AGENCY
Attention: Executive Director
49 N.W. 5th Street
Suite 100
Miami, Florida 33128
With a copy to:
Jorge L. Fernandez, Esq.
City Attorney
City of Miami
444 SW 2nd Avenue, Suite 945
Miami, Florida 33130
William R. Bloom, Esq.
Holland & Knight LLP
701 Brickell Avenue
Suite 3000
Miami, Florida 33131
James H. Villacorta, Esq.
49 N.W. 5th Street
Suite 100
Miami, Florida 33128
SECTION 6. GENERAL PROVISIONS
A. Severability Clause. If any term, provision, covenant, or condition of this
Agreement is held by a court of competent jurisdiction to be invalid, void, or
unenforceable, the remainder of the provisions shall continue in full force and
effect.
B. Binding on Successors. This Agreement shall be binding upon and inure
to the benefit of the heirs, administrators, executors, successors in interest,
and assigns of each of the parties hereto. Any reference in this Agreement to
a specifically named party shall be deemed to apply to any successor in
interest, heir, administrator, executor, or assign of such party.
C. Intended Beneficiaries. The CRA is an intended third -party beneficiary of
contracts and other agreements, which incorporate this Agreement, with
regard to the terms of this Agreement. The CRA shall therefore have the
right to enforce the provisions of this Agreement against all parties
incorporating this Agreement into contracts or other agreements.
D. Term. Section 5 Monitoring and Enforcement, of this Agreement shall
become effective on the date of mutual execution of this Agreement, and shall
remain in effect for as long as the Developer remain in control of the Project
or for ten years from the issuance of the first temporary certificate of
occupancy for any portion of the Project, whichever comes later.
E. Material Terms. The provisions of this Agreement are material terms of
the Lease for the Project. The provisions of this Agreement are material
terms of any contract in which it is included.
F Waiver. The waiver of any provision or term of this Agreement shall not be
deemed as a waiver of any other provision or term of this Agreement. The
mere passage of time, or failure to act upon a breach, shall not be deemed as
a waiver of any provision or terms of this Agreement.
G. Estoppel. Both parties agree to provide the other within 15 days of request
an estoppel letter acknowledging that the other party is not in default of this
Agreement.
H. Construction. Each of the parties has been represented by counsel in the
negotiation and drafting of this Agreement. Accordingly, this Agreement
shall not be strictly construed against any party, and the rule of construction
that any ambiguities be resolved against the drafting party shall not apply to
this Agreement.
I. Entire Agreement. This Agreement contains the entire agreement between
the parties and supersedes any prior agreements, whether written or oral.
This Agreement sets forth the general framework for a First Source Hiring
Policy and may be supplemented by additional memoranda approved by the
Developer and the Executive Director detailing the procedures and deadlines
for carrying out this policy.
J. Amendments. This Agreement may not be altered, amended or modified,
except by an instrument in writing signed by the Developer and Executive
Director.
K. Authority of Signatories. The individuals executing this Agreement
represent and warrant that they have the authority to sign on behalf of the
respective parties.
L. Waiver of Jury Trial. The parties hereby knowingly, irrevocable,
voluntarily and intentionally waive any right either may have to a trial by
jury in respect of any action, proceeding or counterclaim based on this
Agreement, or arising out of, under or in connection with this Agreement or
any amendment or modification of this Agreement, or any course of conduct,
course of dealing, statements (whether verbal or written) or actions of any
party hereto. This waiver of jury trial provision is a material inducement of
the CRA and Developer entering into the subject transaction.
IN WITNESS WHEREOF, the CRA and the Developer executed this
Agreement the day and year first above written:
DEVELOPER:
Signed in the presence of: SAWYERS WALK, LTD.
Print Name: By:
Title:
Print Name:
CRA:
SOUTHEAST OVERTOWN / PARK WEST
COMMUNITY REDEVELOPMENT AGENCY,
an agency of the State of Florida
Print Name: By: Frank Rollason
Title: Executive Director
Print Name:
ATTEST:
Priscilla A. Thompson
Clerk of the Board
APPROVED AS TO LEGAL APPROVED AS TO INSURANCE
SUFFICIENCY: REQUIREMENTS:
Holland & Knight LLP, as Insurance Manager
special counsel
EXHIBIT A
PROPERTY
EXHIBIT B
PROJECT
EXHIBIT C
OVERTOWN AREA
EXHIBIT "D"
AGREED UPON MECHANICS
CONSTRUCTION
As long as the Developer adheres to the following procedures, he will be in
compliance with the Agreement:
1. Include the terms and provisions of this Agreement in any
Construction Contract for on -site work in excess of $200,000.
2. Assure that a minimum of 15% of all construction positions,
notwithstanding the Construction Contract amount, whether union or
non -union jobs, in construction are made available to Low Income
Individuals as defined by this Agreement.
3. Consult with the Agency in scheduling employment needs,
requirements, schedule, training required, duration of training, job
fairs, and advertising in local City media, and solicit candidates for
openings from the Agency.
4. Provide such information required by the Agency in a timely manner
as required by the Agency in order to provide the requisite training
and identification of Low Income Individuals for training and
employment as contemplated by this Agreement.
5. Establish procedures that will facilitate ease of electronic file, data,
and report transfer.
6. Establish procedures wherein Construction Contractors are to solicit
unions to provide job training to candidates, with respect to any union
jobs.
7. Two months prior to the commencement of construction of Phase I of
the Project, the Developer will provide an on -site, or off -site as
approved by the Executive Director, Skills Training Center training
for a minimum of 15% of the entire construction workforce during
construction to improve the skills of employees and to aid them in
career growth. Developer and Construction Contractor shall offer jobs
to all individuals that successfully complete Skills Training, which
training was developed for the purpose of developing skills for the
construction jobs of the Project.
8. The Developer and the Construction Contractor will notify the Agency
in a timely manner of all positions resulting from the Construction
Contract requirements that will not be filled through the Developer's
Skills Training Center.
9. Job openings will be granted on the basis of qualifications. Among
equally qualified candidates, priority employment opportunities shall
be offered in the following order of priority: (a) to residents of the
Overtown Area, (b) other City of Miami residents, and (c) to residents
of Miami -Dade County.
10. Developer may work with the Agency, security personnel and any
other available agency acceptable to the Executive Director to help the
Developer obtain requirements and records necessary for security
clearances.
11. Resolve any problems or lack of success in meeting these procedures
with the Executive Director in a timely manner.
12. Provide monthly and quarterly reports as provided for in the
Agreement, consistent with other required personnel reporting data, to
the CRA, outlining the performance of the program.
13. The Developer shall not execute any contract related to construction
unless the Agreement is included as a material term of the contract.
EXHIBIT "E"
AGREED UPON MECHANICS
PROPERTY MANAGEMENT
As long as the Developer adheres to the following procedures, he will be in
compliance with the Agreement:
1. Include the terms and provisions of this Agreement in any contract for
property management services for the Site in excess of $20,000.00.
2. Assure that a minimum of 15% of all property management positions
are made available to Low Income Individuals as defined by this
Agreement.
3. Consult with the Agency in scheduling employment needs,
requirements, schedule, training required, duration of training, job
fairs, and advertising in local city media, and solicit candidates for
openings from the Agency.
4. Provide such information required by the Agency in a timely manner
as required by the Agency in order to provide the requisite training
and identification of Low Income Individuals for training and
employment as contemplated by this Agreement.
5. Establish procedures that will facilitate ease of electronic file, data,
and report transfer.
6. Two months prior to the issuance of a temporary certificate of
occupancy for the first unit in Phase I of the Property, the Developer
will provide an on -site, or off -site as approved by the Executive
Director, PM Skills Training Center training for a minimum of 15% of
the entire property management workforce to improve the skills of
employees and to aid them in career growth. Developer and
condominium associations controlled by the Developer shall offer jobs
to all individuals that successfully complete PM Skills Training, which
training was developed for the purpose of developing skills for the
property management jobs of the Project.
7. The Developer and any condominium associations controlled by the
Developer will notify the Agency in a timely manner of all property
management positions that will not be filled through the PM Skills
Training Center.
8. Job openings will be granted on the basis of qualifications. Among
equally qualified candidates, priority employment opportunities shall
be offered in the following order of priority: (a) to residents of the
Overtown Area, (b) other City of Miami residents, and (c) to residents
of Miami -Dade County.
9. Developer may work with the Agency, security personnel and any
other available agency acceptable to the Executive Director to help the
Developer obtain requirements and records necessary for security
clearances.
10. Resolve any problems or lack of success in meeting these procedures
with the Executive Director in a timely manner.
11. Provide monthly and quarterly reports as provided for in the
Agreement, consistent with other required personnel reporting data, to
the CRA, outlining the performance of the program.
12. The Developer and any condominium association controlled by
Developer shall not execute any contract related to property
management unless the Agreement is included as a material term of
the contract.
# 1894673_v4
EXHIBIT S
REVOCABLE LICENSE
This Agreement is entered into this day of , 2005, (the "Effective
Date") by and between the SOUTHEAST OVERTOWN/PARK WEST COMMUNITY
REDEVELOPMENT AGENCY, a public agency and body corporate created pursuant to Section
163.356, Florida Statutes ("Licensor") and SAWYER'S WALK, LTD., a Florida limited
partnership ("Licensee").
RECITALS:
A. Licensor, Licensee City of Miami, a municipal corporation of the State of Florida,
and Poinciana Village of Miami entered into a Settlement Agreement dated as of January 27,
2005, in which Licensor agreed to enter into a revocable license agreement with Licensee to
maintain sales trailer and signs on a portion of the property described on Exhibit "A" (the
"Property") to engage in marketing activities for the Sawyer's Walk Project (the "Project") to be
developed by Licensee.
B. Licensor has agreed to allow Licensee to utilize a portion of the Property on a
temporary non-exclusive basis to conduct Licensee's sales and marketing activities, subject to
the terms and conditions hereinafter set forth.
NOW, THEREFORE, in consideration of the mutual covenants and promises herein
contained, Licensor and the Licensee agree as follows:
TERMS:
1. RECITALS: The recitals are true and correct and are hereby incorporated into and made
a part of this Agreement.
2. TERM: This Agreement shall terminate days from the date hereof unless the
Licensor and Licensee agree in writing, to extend the telni of this Agreement (the "Term").
Subject to conforming to the terms of the Settlement Agreement within 30 days of the
Effective Date of the Settlement Agreement.
Notwithstanding the foregoing, Licensor may terminate this Agreement, in its sole discretion, at
any time by giving Licensee thirty (30) days prior written notice of its desire to terminate this
Agreement. Upon receipt of such notice to terminate, Licensee shall within thirty (30) days
vacate the Property and restore the Property to the condition that existed as of the date of this
Agreement.
3. GRANT OF LICENSE: Licensor hereby grants to Licensee a non-exclusive, revocable
license for the sole purpose of maintaining a sales trailer and marketing signage, which have
been approved by the Executive Director of the CRA on the Property to engage in marketing and
sales activities related to the Project. The license granted hereunder is revocable at will by
Licensor, subject to Section 2 hereof.
4. PAYMENT: As consideration for the grant of this non-exclusive revocable license,
Licensee shall pay to Licensor a use fee equal to and No/100 Dollars
.00) per month, beginning on the Effective Date of this Agreement and continuing
through until the final month of the Term. Payment shall be made by bank draft, cashier's check,
or company check payable to Licensor only. No in -kind payments or trade agreements will be
accepted as payment. Payments not received within five (5) days from the due date shall accrue
interest at the rate of one percent (1.0%) per month.
5. RESTORATION OF PROPERTY: Upon the earlier of (i) the termination of this
Agreement or (ii) such time that Licensee permanently vacates the Property, Licensee agrees to
promptly remove the trailer, all signage and all other materials from the Property and shall
restore the Property to substantially the same condition as existed as of the date hereof. All costs
and expenses incurred by Licensee in connection with the restoration of the Property shall be
paid for by Licensee.
Page 2of13
6. AWARD OF AGREEMENT: Licensee represents and warrants to Licensor that it has
not employed or retained any person or company employed by Licensor to solicit or secure this
Agreement and that it has not offered to pay, paid, or agreed to pay any person any fee,
commission, percentage, brokerage fee, or gift of any kind contingent upon or in connection
with, the award of this Agreement.
7. PUBLIC RECORDS: Licensee understands that the public shall have access, at all
reasonable times, to all documents and information pertaining to Licensor's contracts, subject to
the provisions of Chapter 119, Florida Statutes, and agrees to allow access by the Licensor and
the public to all documents subject to disclosure under applicable law. Licensee's failure or
refusal to comply with the provisions of this Section shall result in the immediate cancellation of
this Agreement by the Licensor.
8. COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS: Licensee
understands that agreements between private entities and public agencies are subject to certain
laws and regulations, including laws pertaining to public records, conflict of interest, record
keeping, etc. Licensor and Licensee hereby agree to comply with and observe all applicable
federal, state and local laws, rules, regulations, codes and ordinances, as they may be amended
from time to time. Licensee is aware of the conflict of interest laws of the City of Miami
(Chapter 2, Article V, Sections 2-611 - 2-650 of the Code of the City of Miami, Florida), Miami -
Dade County Florida (Chapter 2, Article I, Section 2-11.1 of the Code of Miami -Dade County,
Florida) and the State of Florida (Chapter 112, Part III, Sections 112.311-112.326, Florida
Statutes) and agrees that it shall fully comply in all respects with the terms of said laws.
9. INDEMNIFICATION: Licensee hereby agrees to indemnify, defend, and hold
harmless Licensor and its officials, employees and agents (collectively referred to as
Page 3 of 13
"Indemnitees") from and against any and all claims, liabilities, losses, damages, and causes of
action, of whatever nature, arising out of the Licensee's performance under this Agreement,
including all acts or omissions to act on the part of the Licensee or any of its contractors,
subcontractors, employees, agents, or any person acting for or on its behalf; and notwithstanding
whether such claim shall be made by an employee or member of Licensee, an employee of the
Licensor, or by any third party, or whether the claim relates to injury to persons (including death)
or damage to property or whether it is alleged that the Indemnitees were jointly negligent.
Licensee shall, at its own cost and expense, pay and satisfy all costs, expenses, interest,
attorneys' fees, and damages, entered in any action and save harmless the Licensor from all
costs, attorneys' fees, expenses, and liabilities incurred in the defense or investigation of any
such claim or potential claim. This provision shall survive the termination of this Agreement.
10. DEFAULT: Licensor shall have the opportunity to revoke the license and terminate
this Agreement upon any default, without any notice of such default and without providing
Licensee any opportunity to cure such default.
11. RESOLUTION OF DISPUTES: Licensee understands and agrees that all disputes
between Licensee and the Licensor based upon an alleged violation of the terms of this
Agreement by the Licensor shall be submitted to the City Manager of the City of Miami for
his/her resolution, prior to Licensee being entitled to seek judicial relief in connection therewith.
Licensee shall not be entitled to seek judicial relief unless: (i) it has first received the City
Manager's written decision, approved by the City Commission if the amount of compensation
hereunder exceeds $4,500; or (ii) a period of sixty (60) days has expired, after submitting to the
City Manager a detailed statement of the dispute, accompanied by all supporting documentation
(90) days if the City Manger's decision is subject to City Commission approval); or (iii) the
Page 4 of 13
Licensor has waived compliance with the procedure set forth in this section by written
instrument, signed by the City Manager and the Executive Director of the CRA.
12. LICENSER'S TERMINATION RIGHTS:
A. The license granted hereunder is revocable at will by Licensor. Additionally, the
Licensor shall have the right to terminate this Agreement without cause at any time by giving
written notice to Licensee thirty (30) calendar days prior to the Effective Date of such
termination. Upon termination, the Licensee shall pay to Licensor any amounts due and payable
hereunder. In no event shall the Licensor be liable to Licensee for any consequential or
incidental damages with respect to this Agreement.
B. The Licensor shall have the right to terminate this Agreement, upon the
occurrence of an event of default hereunder, in accordance with the provisions of Section 12
hereof. In such event, Licensee shall pay to Licensor any amounts due and payable hereunder.
In no event shall the Licensor be liable to Licensee for any consequential or incidental damages.
13. LICENSEE'S TERMINATION RIGHTS: The Licensee shall have the right to
terminate this Agreement upon thirty (30) calendar days notice to Licensor. Upon termination,
Licensee shall pay to Licensor all amounts due and payable hereunder. In no event shall the
Licensor be liable to Licensee for any consequential or incidental damages.
14. INSURANCE: Licensee shall provide, pay for, and maintain in force at all times during the
term of this license, the insurance coverages set forth herein. The required insurance policies shall
be issued by companies authorized to do business under the laws of the State of Florida, with the
following qualifications as to management and financial strength: all companies shall be rated "A"
as to management, and no less than class "X" as to financial strength, in accordance with the latest
edition of Best's Key Rating Guide, or hold a valid Florida Certificate of Authority and be a
Page 5 of 13
member of the Florida Insurance Guarantee Fund. Licensee shall specifically name Licensor as an
additional insured under each of the required insurance policies. All policies shall be endorsed to
provide Licensor with at least thirty (30) days notice of cancellation or restriction. If any of the
insurance coverages will expire while this license is in effect, copies of renewal policies shall be
furnished at least thirty (30) days prior to the date of their expiration. Licensee shall furnish to
Licensor's Administrator of Risk Management Certificates of Insurance and/or endorsements
evidencing the insurance coverages specified herein prior to beginning performance under this
Agreement. Required insurance shall include:
A. Commercial General Liability Insurance. A Commercial General Liability
Insurance Policy shall be provided with policy limits of not less than a Combined Single Limit
for Bodily Injury and Property Damage, of One Million Dollars ($1,000,000.00) per occurrence
and Two Million Dollars ($2,000,000.00) aggregate. Coverage must be afforded on a form no
more restrictive than the latest edition of the Commercial General Liability Policy, without
restrictive endorsements, as filed by the Insurance Services Office and must include: a) Personal
and Advertising Injury; b) Premises and Operations; c) Independent Contractors; d) Products
and/or Completed Operations for contracts; e) Broad Form Contractual Coverage applicable to
this specific Agreement, including any hold harmless and/or indemnification agreement.
Personal and Advertising Injury coverage shall have a minimum limit of One Million Dollars
($1,000,000.00).
B. Business Automobile Liability. A Business Automobile Liability Policy with
minimum limits of One Million Dollars ($500,000.00) per occurrence, Combined Single Limit
for Bodily Injury Liability and Property Damage Liability. Coverage must be afforded on a form
no more restrictive than the latest edition of the Business Automobile Liability policy, without
Page6of13
restrictive endorsements, as filed by the Insurance Services Office, and must include: a) Owned
Vehicles and b) Hired and Non -Owned Vehicles. Automobile coverage may be waived by the if
the Licensor provides written confirmation that no automobiles will be used in connection with
this agreement
C. Workers' Compensation Insurance. Worker's Compensation in such form and
amounts as required by Florida law. Coverage shall include Employers Liability Insurance with
minimum limits for Bodily Injury by Accident of not less than Five Hundred Thousand Dollars
($500,000.00) each accident; Bodily Injury by Disease of not less than Five Hundred Thousand
Dollars ($500,000.00) each employee; and, Five Hundred Thousand Dollars ($500,000.00)
Policy Limit.
If, in the reasonable judgment of the Licensor, prevailing conditions warrant the
provision by Licensee of additional insurance coverage, Licensor reserves the right to require
additional insurance coverage from the coverage provided and shall afford written notice of such
change in requirements thirty (30) days prior to the date on which the requirements shall take
effect. Should the Licensee fail or refuse to satisfy the changed insurance requirement within
thirty (30) days following the Licensor's written notice, Licensee shall be in default of the terms
of this Agreement.
15. NONDISCRIMINATION: Licensee represents and warrants to the Licensor that
Licensee does not and will not engage in discriminatory practices and that there shall be no
discrimination in connection with Licensee's performance under this Agreement on account of
race, color, sex, religion, age, handicap, marital status or national origin. Licensee further
covenants that no otherwise qualified individual shall, solely by reason of his/her race, color, sex,
Page7of13
religion, age, handicap, marital status or national origin, be excluded from participation in, be
denied services, or be subject to discrimination under any provision of this Agreement.
16. MINORITY AND WOMEN BUSINESS AFFAIRS AND PROCUREMENT
PROGRAM: The City of Miami has established a Minority and Women Business Affairs and
Procurement Program (the "M/WBE Program") designed to increase the volume of procurement
and contracts with Black, Hispanic, and Women -owned businesses. The M/WBE Program is
found in Ordinance No. 10062, a copy of which has been delivered to, and receipt of which is
hereby acknowledged by Licensee. Licensee understands and agrees that the Licensor shall have
the right to terminate and cancel this Agreement, and to eliminate Licensee from consideration
and participation in future contracts if Licensee, in the preparation and/or submission of the
Proposal, submitted false or misleading information as to its status as a Black, Hispanic and/or
Women owned business and/or the quality and/or type of minority or women owned business
participation.
17. ASSIGNMENT: This Agreement shall not be assigned or transferred by Licensee, in
whole or in part. A sale or other transfer of a majority of the Licensee's stock or partnership
shares (as applicable) is an assignment for the purposes of this Section.
18. NOTICES: All notices or other communications required under this Agreement shall
be in writing and shall be given by hand -delivery or by registered or certified U.S. Mail, return
receipt requested, addressed to the other party at the address indicated herein or to such other
address as a party may designate by notice given as herein provided. Notice shall be deemed
given on the day on which personally delivered; or, if by mail, on the fifth day after being posted
or the date of actual receipt, whichever is earlier.
TO LICENSEE: TO LICENSOR:
Page8of13
SOUTHEAST OVERTOWN/PARKWEST
COMMUNITY REDEVELOPMENT AGENCY
Attn: Executive Director
49 N.W. 5th St., Ste. 100
Miami, FL 33128
With a copy to:
Jorge L. Fernandez, Esq.
City Attorney — City of Miami
444 S.W. 2° Ave., Ste. 945
Miami, FL 33130
19. MISCELLANEOUS PROVISIONS:
A.
SAWYER'S WALK, LTD.
c/o Tirso San Miguel
Crosswinds at Poinciana, LLC
600 Corporate Dr., Ste. 102
Ft. Lauderdale, FL 33334
With a copy to:
I. Barry Blaxberg, Esq.
Blaxberg, Grayson, Kutoff &
Segal, P.A.
25 S.E. Second Ave., Ste. 730
Miami, FL 33131
This Agreement shall be governed and construed under the laws of the State of
Florida. Any action involving the enforcement or interpretation of any rights hereunder shall be
submitted to the jurisdiction of the state courts of the Eleventh Judicial Circuit in and for Miami -
Dade County, Florida. By entering into this Agreement, Licensee and the Licensor hereby
expressly waive any right either party may have to a trial by jury of any civil litigation between
them related to, or arising out of, this Agreement.
B. Title and paragraph headings are for convenient reference and are not a part of
this Agreement.
C. No waiver or breach of any provision of this Agreement shall constitute a waiver
of any subsequent breach of the same or any other provision hereof, and no waiver shall be
effective unless made in writing.
D. Should any provision or term contained in this Agreement be determined by a
court of competent jurisdiction to be invalid, illegal or otherwise unenforceable, such provision
or term shall be deemed modified to the extent necessary in order to be valid, legal or otherwise
enforceable, or if not modifiable, then same shall be deemed severable, and in either event, the
Page9of13
remaining terms and provisions of this Agreement shall remain unmodified and in full force and
effect.
E. The parties acknowledge that they have sought and received whatever competent
advice and counsel as was necessary for them to form a full and complete understanding of all
rights and obligations herein and that the preparation of this Agreement has been their joint
effort. The language agreed to expresses their mutual intent and the resulting document shall
not, solely as a matter of judicial construction, be construed more severely against one of the
parties than the other, it being agreed that the agents of both parties have equally participated in
the preparation of this Agreement.
F. This Agreement constitutes the sole and entire agreement between the parties
hereto. No modification or amendment hereto shall be valid unless in writing and executed by
properly authorized representatives of the parties hereto.
G. No amendment or modification of this Agreement shall be valid unless in writing
and duly executed by Licensor and Licensee, and all approvals have been obtained to the extent
required by Applicable Law.
20. THIRD PARTY BENEFICIARIES: Neither Licensee nor the Licensor intend to
directly or substantially benefit a third party by this Agreement. Therefore, the parties agree that
there are no third party beneficiaries to this Agreement and that no third party shall be entitled to
assert a claim against either of them based upon this Agreement. The parties expressly
acknowledge that it is not their intent to create any rights or obligations in any third person or
entity under this Agreement.
21. SUCCESSORS AND ASSIGNS: This Agreement shall be binding upon the parties
hereto, their heirs, executors, legal representatives, or successors.
Page l0 of 13
22. INDEPENDENT CONTRACTOR: Licensee is providing its services as an
independent contractor, and not as an agent or employee of the Licensor. Accordingly,
Licensee's employees shall not attain, nor be entitled to, any rights or benefits under the Civil
Service or Pension Ordinances of the City of Miami, nor any rights generally afforded classified
or unclassified employees. Licensee further understands that Florida Workers' Compensation
benefits available to employees of the Licensor are not available to Licensee, and agrees to
provide workers' compensation insurance for any employee or agent of Licensee rendering
services to the Licensor under this Agreement.
23. CERTIFICATION: By signing this Agreement Licensee certifies that Licensee has
familiarized itself with section 18-102 of the Code of the City of Miami, Florida and that neither
Provider nor any of its principal owners or personnel have been convicted of an offense that
would be cause for debarment under section 18-102 of the Code of the City of Miami, Florida or
debarred or suspended by any federal, state or other governmental entity.
24. ENTIRE AGREEMENT: This instrument and its attachments constitute the sole and
only agreement of the parties relating to the subject matter hereof and correctly set forth the
rights, duties, and obligations of each to the other as of its date. Any prior agreements, promises,
negotiations, or representations not expressly set forth in this Agreement are of no force or
effect.
25. COUNTERPARTS: This Agreement may be executed in two or more counterparts,
each of which shall constitute an original but all of which, when taken together, shall constitute
one and the same agreement.
Page 11 of 13
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be
executed by their respective, duly authorized, officials, as of the day and year first above written.
Witnesses:
By:
Print Name:
By:
Print Name:
Witnesses:
By:
Print Name:
By:
Print Name:
LICENSEE:
SAWYER'S WALK LTD, a Florida
limited partnership
By: Indian River Investment Communities,
Inc., a Florida corporation, its general
partner
B y:
Name: Ted H. Weitzel
Title: President
LICENSOR:
SOUTHEAST OVERTOWN/PARK
WEST COMMUNITY
REDEVELOPMENT AGENCY, a public
agency and body corporate created pursuant
to Section 163.356 Florida Statutes
By:
Name: Frank K. Rollason
Title: Executive Director
Page 12of13
# 2523872_v2
EXHIBIT "A"
DESCRIPTION OF PROPERTY
Page 13 of 13
EXHIBIT T
Prepared by:
William R. Bloom, Esq.
Holland & Knight LLP
701 Brickell Avenue, Suite 3000
Miami, Florida 33131
ASSIGNMENT OF LEASE AND DEVELOPMENT AGREEMENT
THIS ASSIGNMENT is made and entered into this day of
, 200 , by and between POINCIANA VILLAGE OF
MIAMI, LTD., a Florida limited partnership (hereafter the "Assignor"), and
SAWYER'S WALK, LTD., a Florida limited partnership (hereafter the "Assignee").
RECITALS
A. Assignor is the lessee under that certain Southeast Overtown/Park
West Lease and Development Agreement dated June 15, 1988, as amended (the
"Lease").
B. Assignor desires to assign and transfer to Assignee all of its right, title
and interest as lessee under the Lease in and to the property commonly known as
Poinciana Village Phase II and more particularly described in Exhibit "A", attached
hereto ("Phase II").
NOW, THEREFORE, in consideration of the sum of Ten Dollars ($10.00) and
other good and valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, Assignor and Assignee hereby agree as follows:
1. Recitals to this Agreement are true and correct and are hereby
incorporated by reference and made a part hereof.
2. Assignor does hereby assign, transfer, sell, convey and set over unto
assignee all of Assignor's right, title and interest as lessee under the Lease in and to
Phase II.
3. Assignee hereby accepts the assignment of Assignor's right, title and
interest as lessee under the Lease in and to Phase II and assumes the obligations
under the Lease arising from and after the date hereof with respect to Phase II.
4. Assignor hereby agrees to indemnify, defend and hold Assignee
harmless from and against any and all losses, damages, claims and demands with
respect to Phase II arising prior to the date hereof, and Assignor agrees to pay all
costs and expenses (including reasonable attorneys' fees and court costs through all
appellate levels and post judgment proceedings) incurred by Assignee in enforcing
this indemnity provision.
5. Assignee hereby agrees to indemnify, defend and hold Assignor
harmless from and against any and all losses, damages, claims and demands with
respect to Phase II arising from and after the date hereof, and Assignee agrees to
pay all costs and expenses (including reasonable attorneys' fees and court costs
through all appellate levels and post judgment proceedings) incurred by Assignor in
enforcing this indemnity provision.
IN WITNESS THEREOF, the undersigned executed this Assignment on the
day and year first above written.
Witnessed by: ASSIGNOR:
Print Name
Print Name
POINCIANA VILLAGE OF MIAMI,
LTD.,
a Florida limited partnership
BY: INDIAN RIVER INVESTMENTS
OF MIAMI, INC., a Florida corporation,
its general partner
By:
Name: Ted H. Weitzel
Title: President
Date Executed:
Witnessed by: ASSIGNEE:
Print Name:
SAWYER'S WALK, LTD., a Florida
limited partnership
BY: INDIAN RIVER INVESTMENT
COMMUNITIES, INC., a Florida
Print Name: corporation, its general partner
By:
Name: Ted H. Weitzel
Title: President
Date Executed:
2
STATE OF FLORIDA )
)
COUNTY OF )
The foregoing instrument was acknowledged before me this day of
, 200, by Ted H. Weitzel, as President of INDIAN
RIVER INVESTMENTS OF MIAMI, INC., a Florida corporation, its general
partner of POINCIANA VILLAGE OF MIAMI, LTD., a Florida limited partnership,
on behalf of the corporation and the partnership, who is personally known to me, or
has produced as identification.
Notary Public
Type, Print or Stamp Name
My Commission Expires:
STATE OF FLORIDA )
)
COUNTY OF )
The foregoing instrument was acknowledged before me this day of
, 200 , by Ted H. Weitzel, as President of INDIAN
RIVER INVESTMENT COMMUNITIES, INC., a Florida corporation, the general
partner SAWYER'S WALK, LTD., a Florida limited partnership, on behalf of the
corporation and the partnership, who is personally known to me, or has produced
as identification.
# 2574318_v1
3
Notary Public
Type, Print or Stamp Name
My Commission Expires:
EXHIBIT A
Phase II
4
EXHIBIT U
FILED
CERTIFIC°,TE OF LIMITED PARTNI5F1TP 3 17'H 86
POINCIANA VILLAGE OF MIAMI, SIXEIAR O ;TATE
TALLAHASSE L. F LORIOA
I NAME: The name of this Limited Partnership shall be:
POINCIANA VILLAGE OF MIAMI, LTD.
II. .CHARACTER OF BUSINESS: The business of the Limited Partner-
ship shall consist of the investment in and ownership, operation
and maintenance of improved and unimproved real estate, securities,
mortgages and other tangible and intangible personal property
and such other property as may from time to time be transferred
to the Limited Partnership in accordance with the terms and
provisions of this Certificate. Said authority shall include,
but not he limited to, the acquisition, sale, transfer,
exchange, mortyaq.Lng, leasing, pledging and other disposition
of all property, real or personal; acquired by the Limited
Partnership.
III. PRINCIPAL PLACE OF BUSINESS: The location of the principal
place of business oL the Limited Partnership shall be 1023
N.W. 3rd Avenue, Miami, Florida 33136, or such otL.._, _cation
as tha General Partner may designate, but the business of
the Limited Partnership or any part thereof, maybe conducted
elsewhere.
IV. NAMES AND PLACES OF RESIDENCE OF MEMBERS OF LIMITED
PARTNERSHIP:
(1) CENERA.L PARTNER:
INDIAN RIVER INVESTMENTS OF MIAMI, INC.
1023 N W. 3rd Avenue
Miami, FL 33136
(2) LIMITED PARTNER:
SAWYER DEVELOPMENT CORP.
160 N. W. 7th Street
Miami, P1. 33136
V. TERM OF PARTNERSHIP: The original term of the Limited
Partnership shall be from January 15, 1986 through December
31, 1989, and thereafter from year to year, unless at least
nine (9) calen..ar months before December 31 of any year, the
General or any one of the Limited Partners shall have de-
livered to the principal office of the Limited Partnership
a written notice that he or she desires the Limited Partnership
to terminate at the close of business on December 31 of such
year, in which event the Limited Partnership shall terminate
at the time so designated.
VI. CONTRIBUTION OF LIMITED PARTNERS: The contribution of the
Limited Partner is
as follows:
SAWYER DEVELOPMENT CORP. $150,000.00
VII. ADDITIONAL CONTRIBUTIONS: In the event the General Partner
under the authority vested in it by paragraph XIII of this
Certificate, shall decide to issue addditional Partnership
Interests, the Limited Partner shall have the right to purchase
said additional Partnership Interests before they are sold to
a new Limited Partner.
VIII. RETURN OF CONTRIBUTIONS: Limited Partners' contributions
shall be returned upon termination of the Limited Partnership
or upon twelve (12) months written notice to all members of
the Limited Partnership. Provided, however; that in no
event shall any Limited Partner be entitled to demand and
receive property other than cash in return for his contri-
bution.
IX. SHARE OF PROFITS BY LIMITED PARTNERS:
(1)
The Limited Partners shall receive ten percent (10%)
/per-annum
interest on the amount of funds the Limited Partners
have Invested in the Limited Partnership from time
to time, calculated on a daily basis and paid monthly,
quarterly or annually by the tenth of the following
month.
For the purpose of this paragraph, funds in-
vested in the business shall mean funds actually
employed in the real estate operations of the Limited
Partnership or deposited in the Limited Partnership's
checking account and shall not include funds
-2-
invested in mortgages or held in savings accounts, certifi-
cates of deposit or other accounts or investment media having
a fixed or predetermined rate of return.
(2? The Limited Partners shall also receive actual interest earned
on mortgages, savings accounts, certificates of deposit and
other accounts or investment media having a fixed or .pre-
determined rate of return. This interest will be paid
directly to the Limited Partner by the institution or to
the General Partner which will then pay the Limited Partner
(3) The Limited Partner is to receive 10% of the profits earned
by the Limited Partnership over and above the ten percent (10%)
interest paid to the Limited Partner . For the purpose of
this paragraph, the term profits shall mean the net difference
between cash income and cash or accrued expenditures.
X. SHARE OF PROFITS BY GENERAL PARTNER:
The General Partner is to receive ninety percent (90%)
of the profits of the Limited Partnership. For the purpose
of this paragraph, the term profits shall mean the net
difference between cash income and cash or accrued expen-
ditures.
XI. DISTRIBUTION OF PROFITS AND LOSSES: The profits and losses
of the Limited Partnership shall be distributed annually.
XII. RIGHT TO SELL OR ASSIGN: The Limited Partners shall have
/sell oA
the right to assign their interest in the Limited Partner-
ship.
XIII. ADDITIONAL LIMITED PARTNERS: Except as otherwise set forth
in paragraph XVI of this Certificate, additional Limited
Partners or substituted Limited Partners shall be admitted
to the Limited Partnership only upon written consent of the
General Partner.
?:Iv. PRIORITY BETWEEN LIMITED PARTNERS: There shall be no
priority as to the distribution of income or the return of
capital between the Limited Partners.
:;V. DEATH OF A LIMITED PARTNER: If a Limited Partner shall die,
or become physically or mentally incompetent, said Limited
Partner's Personal Representative, Guardian, Executor or
Administrator shall have all the rights of such Limited
-3-
XVI .
XVII .
Partner, and the share of such Limited Partner in the assets
of the Limited Partnership shall, until the termination of the
Limited Partnership, be subject to the terms, provisions and
conditions of this Certificate as if such Limited Partner had
not died or become incompetent.
RESPONSIBLE FOR OBLIGATIONS: The General Partner shall be
responsible for the obligations of the Limited Partnership to
the extent that a General Partner is now liable under the Laws
of the State of Florida, but no Limited Partner shall at any
time be liable for the debts and losses of the Limited Part-
nership in excess of the amounts contributed or then due to be
contributed by him to the capital of the Limited Partnership.
TERMINATION OF PARTNERSHIP: Upon termination of the Limited
Partnership, the General Partner shall distribute the assets•
of the Limited Partnership in accordance with the laws of the
:State of Florida in existence on the date of a termination
of the Limited Partnership.
XVIII. CERTICATE BINDING ON PARTIES: This Certificate shall be
binding upon the parties hereto, their heirs, successors,
assigns and legal personal representatives.
Witnesses:
Indian River Investments of _ami,
Inc.
l Ted H. eitzel, President
'Horace C. Davis, Vice President
Randall J. Weitzel, Vic President
and Secretary
-4-
STATE OF FLORIDA
COUNTY OF Dade
I HEREBY CERTIFY that on this day, before me, an
officer duly authorized in the State and County aforesaid
to take acknowledgements, personally appeared TED H. WEITZEL
as President of Indian River Investments of Miami, Inc., a
Florida corporation, to me known to be the person described
in and who executed the foregoing instrument and he acknow-
ledged and swore before me that he executed the same.
WITNESS my hand and official seal in the County and
State last aforesaid this 0/2g day of ,Tan{,{(fY, 1986.
(SEAL)
g1OTAR4 DUBtIC STATE OE rtOR1DA
MY COMMISSION EXPIRES OCT; 11986
Er THPU CFNERAL INSURANCE UND
STATE OF FLORIDA
COUNTY OF Dade
lZliY cZ-,
Notary Puic, ' l
My Commission Expires:
I HEREBY CERTIFY that on this day, before me, an
officer duly authorized in the State and County aforesaid
to take acknowledgements, personally appeared HORACE C. DAVIS,
as Vice President of Indian River Investments of Miami, Inc.,
a Florida corporation, to me known to be the person described
in and who exectued the foregoing instrument and he acknow-
ledged and swore before me that he executed the same.
WITNESS my hand and official ,a,eal in the County and
State last aforesaid this ;2C day of aticLa/'y , 1986.
Notary P licF, Stat�.f Florida
(SEAL)
My Commission Expires
gOTAR9 tiOBLIC STTTE or €1O121DD
MY COMMISSION EXPIRES
BONDED THRU GENERAL INSURANCE i a986
CE UND
STATE OF FLORIDA
COUNTY OF DADE
I HEREBY CERTIFY that on this day, before me, an
officer duly authorized in the State and County aforesaid to
take acknowledgements, personally appeared RANDALL J. WEITZEL,
as Vice President and Secretary of Indian River Investments of
Miami, inc., a Florida corporation, to me known to be the
person described in and who executed the foregoing instrument
and he swore before me that he executed the same.
WITNESS my hand and official seal in the County and
State aforesaid this day of ,T(DfcLa E_D , 1936.
N�TAR4 Tmnc STATE OK rtoRiD`A
MY COMMISSION EXPIRES 0(1, 11986
BONDED THRU GENERAL INSURANCE UND I
(SEAL)
My Commission Expires
Witnesses: Sawyer Deve opJRen"t Cbrp.
C1 CMG !"LL y 4'71.
Y,) tom--"411iam B SAWYER
`l, t,,v, �� r.QL - C,UG:.L "_ President
STATE OF FLORIDA
COUNTY OF Dade
I HEREBY CERTIFY that this day, before me, an officer
duly authorized in the State and County aforesaid to take
acknowledgements, personally appeared WILLIAM B. SAWYER, as
President of Sawyer Development Corp., a Florida corporation,
to me known to be the person described in and who executed
the foregoing instrument and he acknowledged and swore before
me that he executed the same.
WITNESS my hand ajld official d/al in the County and
i1
State last aforesaid this ol.q day of o11i,Laj,- , 1986.
(SEAL)
Notary Pt b1i State
,
My Commission Expires:
MY COMMISSION EXPIRES OCT, 129881
BONDED IHRU GENERAL INSURANCE UND
-6-
2004 LIMITED PARTNERSHIP ANNUAL REPORT (AR)
DUE BY MAY 1, 2004
DOCUMENT # A22022
1. Ermty Name
VILLAGE OF MIAMI, LTD.
:=,
..
-I-POINCIANA ji
Ponc-:at Place of 6usness Moilmg A3d(eSs
269 NW 7TH ST. 269 NW 7TH ST.
MIAMI FL 33136 MIAMI FL 33136
III
2. P,ncpal FIaC601 Bosness
3. I , I,,„u.7-,_-,IIII
��� N. W. , UT 5t>_t�.t
II
IIHIIHH�
1111
ILI�
IlftIllh1I.
,te Apt a etc
"°f` Jul ' `:`-
ii40L
MOORE CR2E003 (11 03)
C,ly d Stale
., , :.I,1,.
4. FEI Nun,oar
Applle0 For
Miami, El .
59-2806166
Not Applicable
Counrry
-'33136
C u
USA
8.75 Add onal
5. CenatCale of Status Desired 0 Fee Required
6. Name and Address of Current Registered Agent
7. Name and Address et New Registered Agent
rJ_!ne
WEITZEL, TED H
269 NW 7TH STREET
Straer Address (P 0 Sax Number Is Nor Acceptable)
201 N. W 7th Strut, #401
MIAMI FL 33136
N(iami
,
FL
i'p Cooe
33136
8. The abo,e named army .,Omits
ma em,gaL:ons of reglstevec
tnla statement for the purpOS, of on , -in) Ig s t<g,SlertU Utuce or Icgtstcl 20 agent of min III the Stale o) Florlaa I am lamtl,ar win. and accept
agent _
Ted H. Weitzel 4-19-04
SIuNATURE
DATE
v'
9. Cacl;al CCnula,flon; $150,000.00
as Snows 3n racara
10. A noun) of Capital ContrlbutIons
RI FLORIDA to date
11. MAKE CHECK PAYABLE TO FL. DEPT_OF STATE
SEE REVERSE SIDE FOR FEE INFORMATION
A GENERAL PARTNER THAT IS A BUSINESS ENTITY MUST BE REGISTERED AND ACTIVE WITH THIS OFFICE.
NOTE: General Partners MAY NOT be changed on the farm; an amendment muss be filed to change a general partner.
12. GENERAL PARTNER INFORM TION
13- ADDRESS CHANGES ONLY
06C0 .1EN1 r I
5554
M 16669
INDIAN RIVER INVESTMENTS OF MIAMI, INC.
mEETADDRESS
201 N. W. 7th Street, #401
STF.211,2107tESS 269 NW 7TH ST,
-._I o-n? (MIAMI FL 33136
CBI-ST-ae
Miami, Fl. 33136
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.na,ca(e0 on LOIS repon I$'Dye4no
,ne recel,er Jr 1l05laa arnpowe
///
SIGNATURE:
jon supplied wan Ems ',ling does not qualify for the eaemouon stated In 35diO4 119 57(3)(1). Ronda Statutes I (inner Certify that fne ,nrorrnauon
accurate and Ina, my s,gnalure ,nail nave Ina ,an>< Icgal atlecl as ,I ma0e under Gain. ma! I am a General Panne( o! me I,mied parmersnlp or
ea to exe le InIs repot aS ,equo5o o). Cnaptr; 62u rwl„ie 5talules
pp 305-377-2509
1+ d }� Weitzel 4-1J—OQ
i
SGN� Ud� L`_, wra Pt., r
THE .0 TYPED OR PHINTE� SIG GE 'Rm. HTNEH
POINCIANA VILLAGE OF MIAMI, LTD.
269 N.W. 7TH STREET
MIAMI. FLORIDA 33736
(305( 35E1.8030
„` er 1 Florida Department of State
Five Hundred Twenty Six & 25/100
WACHOVIA BANK, N.A.
.:cn H;T 307003032
,4IAh11 FLUB, A 3166
Poinciana Village of Miami, Ltd.
ir?22022
3631
63-631670
p,t�Fpril 19, 2004
1 $ 526.25
Dollars 8 -
5'
onnnn1P,I>.B• t!ri 7nnRn��LcL��N•
FILED
085 JULI I 1 AM 11 39
CT' TE
FLORIDA
ARTICLES OF INCORPORATION
OF
INDIAN RIVER INVESTMENTS OF MIAMI, INC.
The undersigned subscriber to these Articles of Incor-
poration, being a natural person competent to contract, does
hereby form a corporation under the laws of the State of Florida.
ARTICLE I
The name of this corporation is: INDIAN RIVER INVESTMENTS OF
MIAMI, INC.
ARTICLE II
The nature of the business of this corporation is any and
all lawful business which a corporation is permitted to conduct
in the State of Florida.
ARTICLE III
The capital stock of this corporation shall be 500 shares of
$1.00 par value common stock. Said stock shall be issued
pursuant to a plan under Section 1244 of the Internal Revenue
Code of 1954 as amended by the Small Business Tax Revision Act of
1958.
All of said stock shall be payable in cash, or property
other than stock or securities in lieu of cash, at a just
valuation to be determined by the stockholders of this
corporation.
ARTICLE IV
The amount of capital with which this corporation will begin
business is Five Hundred Dollars ($500.00).
ARTICLE V
This corporation shall exist perpetually.
ARTICLE VI
This initial registered agent and registered office of this
corporation in the State of Florida is: RANDALL J. WEITZEL, 1023
Northwest Third Avenue, Miami, FL 33136. The stockholders may
from time to time move the principal office to any other address
in Florida.
ARTICLE VII
The Board of Directors of this corporation shall consist of
the stockholders of the corporation.
ARTICLE VIII
The names and addresses of the officers are:
NAME ADDRESS OFFICE
TED H. WEITZEL 672 Park Ave. President
Titusville, FL 32796
RANDALL J. WEITZEL 1023 NW Third Ave. Sec./Vice-Pres.
Miami, FL 33136
HORACE C. Davis 310 S.W. 68 Blvd. Vice -President
Pembroke Pines
Florida 33023
ARTICLE IX
The names and post office addresses of the subscribers to
the Certificates of Incorporation are as follows:
NAME ADDRESS
TED H. WEITZEL 672 Park Avenue
Titusville, FL 32796
ARTICLE X
These Articles of Incorporation may be amended in the manner
provided by law. Every amendment shall be approved at a
stockholder's meeting by a majority of the stock entitled to vote
thereon, unless all of the stockholders sign a written statement
manifesting their intention that a certain amendment of these
Articles of Incorporation be made.
ARTICLE XI
Every stockholder, upon the sale for cash of any new stock
of this corporation of the same kind, class or series as that
which he already holds, shall have the right to purchase his
prorate share thereof (as nearly as may be done without issuance
-2-
of fractional shares) at the price at which it is offered to
others.
ARTICLE XII
At each election for directors every stockholder entitled to
vote at such election shall have the right to cumulate his votes
by giving one candidate as many votes as the number of his
shares, or by distributing such votes on the same principal among
any number of candidates.
IN WITNESS WHEREOF, the undersigned, being the original
subscriber to the capital stock hereinabove named, for the
purpose of forming a corporation to do business in the State of
Florida, under•the laws of Florida, does make and file these
Articles of Incorporation, hereby declaring and certifying that
the facts herein stated are true, and hereunto sets his hand and
seal this 6th day of June, 1985.
TED H. Q iZE
STATE OF FLORIDA
COUNTY OF BREVARD
BEFORE ME, the undersigned authority, an officer duly
authorized to administer oaths and take_ acknowledgements,
personally appeared TED H. WEITZEL, to me well known to be the
persons who executed the foregoing Articles of Incorporation, and
acknowledged before me that they executed the same freely and
voluntarily for the purposes therein expressed.
1985.
WITNESS my hand and official seal this 6th day of June,
Notary Public, State of Florida
at Large
My Commission Expires:
-3-
2004 FOR PROFIT CORPORATION
ANNUAL REPORT (AR)
DOCUMENT # M16669
1. 6nl,ty Name
INDIAN RIVER INVESTMENTS OF MIAMI, INC.
t . ,.
�% - 0.
I �_.,
S �'
Pon:,pat P,aca 31 9usiness MO...i,o-.aa1us,
269 NW 7TH ST 269 NW 7TH ST
MIAMI FL 33101 MIAMI FL 33101
US US
201 NW, 7th StreetIIII°
1
I
I1111ICIU
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UIII
1111
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ft
S_.te 301 a etc
Sae, Apt d ,pr
tt401
MOORE CR2E034 (1 03)
G;; 5 Su-aa
C.,y d Stoic
A. FEI Numcet
Applied For
Miami,
Fl .
59-2559262
Not Apphcanle
.
Counuy.
Zip
33136
Couu rl,
U S A
38.75 Addmonal
s. Camticara or Srarus Des0e0 ❑ Fee Requited
6. Name and Address of Current Registered Agent
7. Name and Address of New Registered Agent
Name
WEITZEL, TED H
201 NW 17TH STREET a401
]beet Address tP O Box Numbers Not Acceptable)
MIAMI FL 33136
l.dy FL
',p Codc
8. 'r 4 abo)c named ent.ly suomns m,s itatenlent for d,e purpose 31 cnangmg as teg,s,eled Jmce or registered agent or coal. In the Slate of Flown I am familiar with, dna accept
Ina outgo -;ens of r e9,sterea agent _
SIGNATURE
ii,.z 11rw. .1.:..s-1 vo,.a rom .0., Ai,. . euw.....z N01e 0s , ..a ,,,0.,.0<,ra0,:,..,,r, ,,-tins; DAr5
FILE NOW!!! FEE IS;150.00
After May 1, 2004 Fee will be $550.00
Make Check Payable to Florida Department of State
9. Election Campaign Financing $5.00 May Be
Trust Fund Comrtbueon. ❑ Added to Fees
10. OFFICERS AND DIRECTORS
I1. ADDITIONS/CHANGES TO OFFICERS AND DIRECTORS IN 1 I
RILE
.o;mE
STREEI.DSSISS
c1.1-.1 _a
PO L7 Orme
WEITZEL, TED H
201 NW 7TH STREET, A401
MIAMI FL 33136
t4«
Ia^t.0
sisal *DRESS
CIn-i1 ZIP
❑ Change ❑ Addition
ll1,E
writ
510EE1.;.rort173
E:T1-ST-]P
SVD ❑ Delete
DAVIS, C. HORACE
13234 NW 13TH STREET
PEMBROKE PINES FL 33028
[At
nu.+E
ilReel *DRESS
2I'l SI-ZIP
❑ Charge ❑ Addition
Mill
7.4111E
111RE1T ..DDREES
S 7 - SI.,r
❑ Delete
n1ei
I WdE
3116ET ADDRESS
UR-ST-ZIP
❑ Change ❑ Adod,eo
'ME❑
hAM1IE
:TREST.1DFE._
CJY-i;._r
Dame
�TE,
(LAME
STREET ADDRESS
DI', SI - JP
❑ Change ❑ Addmon
I.17i
FAa1t
7TF1T .i0K55
0,Tr - ST. _,7
0 Delete
•
RILE
:LIME
STREET ADDRESS
CD IY • i1-LP
❑ Cnalige ❑.AOd1110n
IDLE
(
i`U71
1TREc1 V;Dti1
2110 • .1 •U:
0 Delete
Hill
111516E
sn1EET ADDRESS
CITY -Sr TIP
❑ Change ❑ Addidal
T
12. 1 Perecy candy mat me inmlm Audit supplied with Ins Nog noes not quality or ;Ile -.anlphon sta ed In Section 119.0713)10. Flonda Statutes. I tonner cen,ly that the mtormauon
4-1o13atco on mIS Icport Or 5117v91emenl0l re4Jn 15 true a00 a1Gu, 3`e and 'no i1 vynarur snail nave ant same legal cllecl as d made under oam. that I am an otlrCer or O,reclOf
cl :ne 0erporatt.: Or me recelser or I1Uiree empOwercd IJ r•nCulc Iny ,eVu ii' u,cy,, ad uy 0napte; 007 Flonda Stawles and Inal my name appears In Block 10 or Block 11 ,1
00on903 0I On an aIlacnnentlw4n an adatess wen all om,e c1 1ieinput'. se
SIGNATURE: Ted H. Weitzel 4-19-04 305-377-2509
,p1 :nAw L A110r OR PHIM IE0 Y Of F,CER OR OWES' 104 Jar wv •T..,
�p,CnAlitOpE
POINCIANA VILLAGE OF MIAMI, LTD.
269 N.W. 7TH STREET
MIAMI FLORIDA 33136
;3051 358-6030
ram' f1` Florida Department of State
One Hundred Fifty & 00/100
WACHOVIA BANK, N.A.
i011 A 1 66100ia32
S1EiMl. FL1R10A 3316p
Indian River Invesments of Miami, Inc.
#M16669
000003.631.11' t:0670064321:269230564645211'
Datc April 19,2004
3634
13
63-343/ 670
$ 150.00
Dollars a = -
A
1 �
it a
EXHIBIT V
POINCIANA VILLAGE OF MIAMI, LTD., PARTNERS
General Partner: Indian River Investments of Miami, Inc.
Shareholders: Ted H. Weitzel 1/3
Horace C. Davis 1/3
Randall J. Weitzel 1/3
Limited Partner: Sawyer Development Corp. 100%
54
EXHIBIT W
011791
LIMITED PARTNERSHIP AGREEMENT
Agreement of Limited Partnership made this L1T day of
January, 1991, by and among Indian River Investment Communities,
Inc., a Florida Corporation, whose address is 269 Northwest 7th
Street, Miami, Florida 33136 herein referred to as the
General Partner, and to William Sawyer and Bernice Sawyer whose
address is 201 Northwest 7th Street, Unit 404, Miami, Florida
33136 and Bernice S. Watson whose address is 5400 Murdock Court,
Virginia Beach, Virginia 23464, herein referred to as the Limited
Partners. All references herein to all "Partners" shall refer to
all of the General Partners and all of the Limited Partners.
ARTICLE I
Formation
1.01 Organization. The parties form a Limited Partner-
ship under the laws of the State of Florida, herein called the
Partnership.
1.02 Statutory Requirement. The parties to this
Agreement shall immediately execute a Certificate of Limited
Partnership, and cause the certificate to be filed in the
appropriate office. During the term of this Partnership, the
parties shall execute and cause to be filed amended certificates
evidencing the formation and operation of this Limited Partnership
whenever required under the laws of the State of Florida and of any
other states where the Partnership shall determine to do business.
The General Partner is authorized and empowered by all the Limited
Partners to prepare, file, and publish either the original or any
amended or modified Certificates of Limited Partnership as may be
necessary or desirable and each Limited Partner specifically
designates and appoints the General Partner, as his, her or its
attorneys -in -fact for the exclusive purposes of signing and
attesting to the original or amended Certificates of Limited
Partnership. The creation of the foregoing power of attorney is
coupled with an interest and shall be irrevocable.
1.03 Purposes of Partnership. The purposes of the
Partnership shall be as follows:
(1) To engage generally in the real estate
business, including investment in and ownership, operation and
maintenance of improved and unimproved real estate and mortgages
and other tangible and intangible personal property; to improve or
develop real estate; to construct, alter, or repair buildings or
structures on real estate; to acquire, sell, transfer, exchange,
lease, mortgage, pledge and other disposition of all property and
to make contracts concerning real estate.
(2) To enter Partnership Agreements in the capacity
of a General Partner or a Limited Partner. To become a member of
a joint venture, or to participate in some other form of
syndication for investment in real estate.
ARTICLE II
Name and Place of Business
2.01 Name of Limited Partnership. The name of the
Limited Partnership shall be Sawyer's Walk, Ltd. The business of
the Partnership shall be conducted under this name and under any
variations of this name that may be necessary to comply with the
laws of other states within which the Partnership may do business
or make investments.
2.02 Fictitious Name Certificates. The General Partner
shall promptly execute and duly file with the proper offices in
each state in which the Partnership may conduct the activities
authorized in this Agreement, one or more certificates as required
by the fictitious names law or similar statute in effect as to each
state in which the activities are conducted.
2.03 Location of Principal Place of Business. The
principal place of business shall be located at 269 Northwest 7th
Street, , Miami, Florida, or at such other place or places
as the General Partner may designate. The General Partner may
designate a new place of business by delivering a written notice
to all the Limited Partners.
2.04 Names and Addresses or Places of Residence of
Partners. The names and addresses of the General and Limited
Partners of this Partnership are set forth in Exhibit A attached
hereto and by this reference made a part of this Agreement. There
are no other General Partners of this Partnership and no other
person or entity has any right to take part in the active
management of the business affairs of the Partnership. There are
no other Limited Partners to the Partnership other than those
listed in the attached Exhibit A.
ARTICLE III
Term of Partnership
The Partnership shall commence on the date that a
Certificate of Limited Partnership is duly filed as required by
law, and shall continue in existence until January 31, 2001, unless
sooner terminated, liquidated, or dissolved by law or as
hereinafter provided.
2
ARTICLE IV
Contributions of Capital
4.01 Initial Capitalization. Each of the Partners shall
contribute to the capital of the Partnership in cash, in property
or in services, in the amount and having the agreed value as set
out opposite his, her or its name as listed in the attached Exhibit
A.
4.02 Future Contributions. Each Partner, General or
Limited, may make additional contributions to the capital of the
Partnership in cash, in property, or in services, in such amounts
as may from time to time be agreed upon in advance by all of the
Partners. The Partners, General or Limited, shall not be required
to make any additional capital contributions and in no event shall
a Limited Partner be personally liable for any losses, obligations,
or debts of the Partnership in excess of his, her or its respective
capital contribution.
4.03 Initial Limited Partners. Notwithstanding any other
provision herein, William Sawyer, Bernice Sawyer, and Bernice S.
Watson (herein collectively referred to as the "Initial Limited
Partners") must approve in writing any and all changes whatsoever
in the percentage investment of the General Partners from the
Percentage of Partnership Units set forth in Paragraph 5.02 below,
throughout the duration of the Partnership. To the extent that the
terms and conditions of this Paragraph 4.03 conflict with or are
contrary to any other provisions in this Agreement, the terms and
conditions of this Paragraph 4.03 shall supercede and prevail.
ARTICLE V
Division of Profits, Losses and Cash Flow
5.01 Definition of Net Profits and Net Losses. The term
"net profits and net losses" shall mean the net profits and net
losses of the Partnership as determined for federal income tax
purposes by the independent certified public accountant servicing
the partnership account.
5.02 Division of Net Profits and Net Losses. All net
profits and net losses of the Partnership shall be divided and
borne among the Partners in the following proportions set forth
opposite their respective name:
3
General Partner Percentage of Partnership
Units
Indian River Investment 2%
Communities, Inc.
Limited Partners Percentage of Partnership
Units
William Sawyer
Bernice Sawyer
Bernice S. Watson
Indian River Investment
Communities, Inc. and William Sawyer
2%
2%
2%
92%
However, the liability of the Limited Partners for the
losses of the Partnership shall in no event exceed the amount of
their respective contributions to the capital of the Partnership.
5.03 Division of Cash Flow. The cash flow of the
Partnership shall be the net profits and net losses of the
Partnership as defined in Paragraph 5.01 above, plus depreciation
and other noncash charges deducted in determining the profits and
losses, minus principal payments on all mortgages, and any other
cash expenditures that have not been deducted in determining the
net profits and net losses of the Partnership, and minus any amount
reasonably -determined by the General Partner as being required to
maintain sufficient working capital and a reasonable reserve for
repairs, replacement, or other reasonable contingencies. The cash
flow, as so determined, may be distributed by the General Partner
to all the Partners in equal proportions per Partnership Unit, in
the sole discretion of the General Partner. There shall be no
obligation to return to the General Partner, or to the Limited
Partners, or to any one of them, any part of the respective capital
contributions for so long as the Partnership continues to exist.
No General Partner or Limited Partner shall be entitled to any
priority or preference over any other Partner as to the
distribution of the cash flow of the Partnership.
ARTICLE VI
Ownership of Partnership Property
All real or personal property acquired by the Partnership
shall be owned by the Partners as tenants in partnership. An
individual Partner's rights in Partnership property is not
assignable, except in connection with the assignment of the rights
4
of all the Partners in the same property. Each Partner hereby
expressly waives the right to require partition of any Partnership
Property.
ARTICLE VII
Fiscal Matters
7.01 Partnership Accounting Year. The Partnership's
books and records and all required income tax returns shall be kept
or made on the calendar -year basis. The General Partner shall
determine whether the cash or accrual method of accounting is to
be used in keeping the Partnership records.
7.02 Books and Records. The General Partner shall keep
at the principal place of business and make available to all
Partners, at any time during normal business hours, just and true
books of account and all other Partnership records. The copying
by a Partner or by his, her or its designated agent of any part of
all of the records, at the personal expense of that Partner is
specifically authorized. Within ninety (90) days after the close
of each calendar year of the Partnership, the General Partner shall
furnish to all Partners a year -ending balance sheet for the
Partnership and a full and detailed financial report on the
business operations of the Partnership for and during the entire
preceding year. In addition, within ninety (90) days after the
close of each calendar year of the Partnership, the General Partner
shall furnish to all Partners any additional information necessary
to complete their federal and state income tax returns, including
statements of the net distributable income or loss to each Partner
from the operation of the Partnership. The cost of all of the
above duties and services to be performed by the General Partner
shall be deemed an expense of the Partnership.
7.03 Partnership Bank Account. The General Partner shall
receive all money of the Partnership and shall deposit it in one
or more Partnership bank accounts. All expenditures by the General
Partner on Partnership interests shall be made by checks drawn
against the Partnership bank accounts. Withdrawals from the
Partnership bank accounts shall be made on such signature or
signatures as the General Partner shall authorize.
ARTICLE VIII
Management of Partnership Affairs
8.01 Control and Management. The General Partner shall
have sole and exclusive control of the Partnership. Subject to any
limitations set forth in this Agreement, the General Partner shall
have the power and authority to take any action from time to time
5
as they may deem to necessary, appropriate, or convenient in
connection with the management and conduct of the business and
affairs of the Partnership, including without limitation the power
to:
(1) Acquire or dispose of real property (including
any interest therein) for cash, securities, other property, or any
combination thereof upon such terms and conditions as the General
Partner may, from time to time, determine (including, instances
where the property is encumbered, on either an assumption or a
"subject to" basis);
(2) Acquire, own, hold, improve, manage, and lease
any property, either alone or in conjunction with others through
partnerships, limited partnerships, joint ventures or other
business associations or entities;
(3) Finance the Partnership's activities either
with the seller of the property or by borrowing money from third
parties, all on any terms and conditions the General Partner deems
appropriate. In instances where money is borrowed for Partnership
purposes, the General Partner shall be, and hereby is, authorized
to pledge, mortgage, encumber, and grant a security interest in
Partnership properties for the repayment of the loans;
(4) Employ, retain, or otherwise secure or enter
into other contracts with personnel or firms to assist in the
acquisition, developing, improving, managing, and general operation
of the Partnership properties, including, but not limited to, real
estate brokers or agents, supervisory, development, and building
management agents, attorneys, accountants, and engineers, all on
any terms and for any consideration the General Partner deems
advisable; and
(5) Take
under applicable law and
to the acquisition,
management, leasing, and
property.
any and all other action that is permitted
that is customary or reasonably related
ownership, development, improvement,
disposition of real, personal, or mixed
8.02 Responsibility of General Partner. The General
Partner shall exercise ordinary business judgment in managing the
affairs of the Partnership. Unless fraud, deceit, or a wrongful
taking is involved, the General Partner shall not be liable or
obligated to the Limited Partners for any mistake of fact or
judgment made by the General Partner in operating the business of
the Partnership, which results in any loss to the Partnership or
its Partners. The General Partner does not, in any way, guarantee
the return of the Limited Partners' capital or a profit from the
operations of the Partnership. Neither shall the General Partner
be responsible to any Limited Partners because of a loss of his,
her or its investment or a loss in operations, unless the loss was
6
caused by fraud, deceit, or a wrongful taking by the General
Partner. The General Partner shall devote such attention and
business capacity to the affairs of the Partnership as may be
reasonably necessary. In this connection, the parties hereby
acknowledge that any General Partner may be the Manager or General
Partner of other partnerships and may continue to manage other
partnerships, and may continue to engage in other distinct or
related businesses, including the investment in or ownership or
development of property, whether or not competitive with the
business of the Partnership.
8.03 Nominees. All Partners recognize that sometimes
there are practical difficulties in doing business as a Limited
Partnership, occasioned by outsiders seeking to satisfy themselves
relative to the capacity of the General Partner to act for and on
behalf of the Partnership, or for other reasons. Therefore, the
Limited Partners hereby specifically authorize the General Partner
to acquire all real and personal property, arrange all financing,
enter contracts, and complete all other arrangements needed to
effectuate the purpose of this Partnership, either in their own
name or in the name of a nominee, without having to disclose the
existence of this Partnership. If the General_Partner decides to
transact the Partnership business in their own name or in the name
of a nominee, they shall place a written declaration of trust in
the Partnership books and records that acknowledges the nominee's
capacity in which it acts and the name of the true or equitable
owner, being the Partnership.
8.04 Removal of General Partner. Any General Partner may
be removed by the affirmative vote of ninety-five percent (95%) in
interest, not in number, of all of the Partners. Written notice
of the General Partner's removal shall be served on the General
Partner by certified mail. The notice shall set forth the day on
which removal is to be effective. This date shall not be less than
thirty (30) days after the service of the notice on the General
Partner. Within thirty (30) days after an affirmative vote to
remove a General Partner, the Partners shall elect a new General
Partner. A new General Partner shall be elected on the vote of the
holders of two-thirds (2/3) of the Partnership Units, in interest,
not in number, then outstanding, at a special meeting called for
that purpose. If a new General partner is not elected within this
period, the Partnership business shall be terminated and wound up
in accordance with Paragraph 12.03 of this Agreement. The removal
of a General Partner shall cause his, her or its interest in the
Partnership to be converted to a Limited Partnership interest, but
shall not alter or change his, her or its rights or
responsibilities pursuant to Paragraphs 11.02 and 11.03 of this
Agreement.
8.05 Compensation of General Partners. The General
Partner will receive no compensation for acting as General Partner.
The General Partner shall be entitled to reimbursement for any
7
expenses paid by him, her or it arising out of the business of the
Partnership and to reasonable and customary compensation for
services as a real estate broker or agent rendered by a General
Partner other than in his, her or its capacity as manager of the
Partnership business.
8.06 Restrictions on Limited Partners. The Limited
Partners shall not have either the obligation or the right to take
part, directly or indirectly, in the active management of the
business of the Partnership. No Limited Partner is authorized to
do or perform any act, thing, or deed in the name of or for or on
behalf of either the General Partner or the Partnership. Limited
Partners are not authorized to and shall note, directly or
indirectly, have a voice in or take part in the business affairs
or business operations of the Partnership. No Limited Partner
shall receive any compensation for being a Partner. Limited
Partners are not authorized, and shall not be permitted, to do any_
act, deed, or thing that will cause the Limited Partner to be
classified as a General Partner of the Partnership.
ARTICLE IX
Liabilities
9.01 Liability of Partners. The liability of the General
Partner arising from carrying on the business affairs or operations
of the Partnership or for the debts of the Partnership is
unrestricted. The liability of the Limited Partners with regard
to the Partnership in all respects is restricted and limited to the
amount of the actual capital contributions (and loans, if any) that
each Limited Partner makes or agrees to make to the Partnership.
The Limited Partners cannot be assessed an additional capital
contribution to the Partnership above that which each Limited
Partner agrees to make to the Partnership. If additional capital
contributions to the Partnership are required and are made by a
General Partner, it shall not entitle the General Partner to a
greater share of the Partnership Units, or of the profits or cash
distributions of the Partnership than otherwise is provided for by
this Agreement.
9.02 Loans to the Partnership. Nothing is this Agreement
shall prevent or prohibit a General or Limited Partner loaning
money to the Partnership on a promissory note or similar evidence
of indebtedness for a reasonable rate of interest. Any Partner
loaning money to the Partnership shall have the same rights and
risks regarding the loan as would any person or entity making the
loan who was not a Partner of the Partnership.
8
ARTICLE X
Prohibited Transactions
During the time of the organization or continuance of
this Partnership, neither the General nor Limited Partners shall
do any one of the following:
(1) Use the name of the Partnership (or any
substantially similar name) or any trademark
or trade name adopted by the Partnership,
except in the ordinary course of the
Partnership business;
(2) Disclose to any nonpartner any of the
Partnership business practices, trade secrets,
or any other information not generally known
to the business community;
(3) Do any other act or deed with the intention of
harming the business operations of the
Partnership;
(4) Do any act contrary to this Partnership
Agreement, except with the prior expressed
approval of all Partners;
(5) Do any act that would make it impossible to
carry on the intended or ordinary business of
the Partnership;
(6) Confess a judgment against the Partnership;
(7) Abandon or wrongfully transfer or dispose of
Partnership Property, real or personal;
(8) Admit another person or entity as a General -or
Limited Partner, except with the prior
expressed approval of all of the Initial
Limited Partners.
Further, the General Partner shall not use, directly or
indirectly, the assets of this Partnership for any purpose other
than carrying on the business of this Partnership, for the full and
exclusive benefit of all its Partners.
9
ARTICLE XI
Restrictions on Transfers
11.01 Prohibition Against Transfer. Except as set forth
in this Agreement, no Limited Partner shall sell, assign, transfer,
encumber, or otherwise dispose of any interest in the Partnership
without the written consent of the General Partner.
11.02 Permitted Sales. (1) In the event a Limited
Partner receives a bona fide offer for the purchase of all or a
part of his, her or its interest in the Partnership, the Limited
Partner shall either refuse the offer or give the General Partner
written notice setting out full details of the offer. The notice,
among other things, shall specify the name of the offeror, the
percentage of interest in the Partnership covered by the offer, the
terms of payment, whether for cash or credit, and, if on credit,
the time and interest rate, as well as any and all other
consideration being received or paid in connection with the
proposed transaction, and any and all other terms, conditions, and
details of the offer.
(2) Upon receipt of the notice with respect to an offer,
the General Partner shall have the exclusive right and option,
exercisable at any time during a period of thirty (30) days from
the date of the notice, to purchase the interest in the Partnership
covered by the offer in question at the same price and on the same
terms and conditions of the offer as set out in the notice. If the
General Partner decides to exercise the option, he, she or it shall
give written notice to that effect to the Limited Partner desiring
to sell. The sale and purchase shall be consummated within thirty
(30) days after the date of the written notice. If the General
Partner does not elect to exercise his, her or its option or waives
his, her or its rights in writing, the selling Limited Partner
shall be so notified in writing. Subject to any prohibitions or
restrictions on transfer imposed by the General Partner for
purposes of compliance with applicable securities law, the Limited
Partner shall then be free to sell the interest in the Partnership
covered by the offer. The sale must be consummated within ninety
(90) days thereafter, or the interest shall once again become
subject to the restrictions of this Article. The sale, if
permitted, shall be made strictly on the terms and conditions and
to the person described in the required notice.
(3) Any assignment made to anyone not already a Partner
shall be effective only to give the assignee the right to receive
the share of profits to which the assignor would otherwise be
entitled. The assignor shall not be relieved from liability under
any agreement to make additional contributions to capital or from
liability under the provisions of this Agreement. The assignee
shall not have the right to become a substituted Limited Partner.
10
Neither the General Partner nor the Partnership shall be required
to determine the tax consequences to a Limited Partner, or the
assignee, arising from the assignment of a Limited Partnership
interest. The Partnership shall continue with the same basis and
capital account for the assignee as was attributable to the owner
who assigned the Limited Partnership interest. The Partnership
interest of the General Partner cannot be voluntarily assigned or
transferred except if it occurs by operation of law.
11.03 Death of Limited Partner. (1) Upon the death of
a Limited Partner, at the Effective Date (defined in Paragraph
11.03 (3) below) the deceased Limited Partner's heirs or legatees
will have the option of having the Limited Partnership interest
pass on to said Limited Partner's heirs or legatees, in which
event, the beneficiaries will then be entitled to the rights of an
assignee as is provided in Paragraph 11.02 (3) of this Agreement;
or
(2) In the event that the Limited Partner's heirs or
legatees choose not to have the Limited Partnership interest pass
on to them, then each General Partner shall have an obligation to
purchase from the Estate of the deceased Limited Partner, and the
Estate of the deceased Limited Partner shall then have an
obligation to sell to the General Partner (and if more than one
General Partner then to each General Partner, on a pro rata basis)
the interest of the deceased Limited Partner in the Partnership at
the price and on the terms and conditions set forth in this
Paragraph 11.03. The purchase price for the deceased Limited
Partner's proportionate interest in the Partnership shall be the
deceased Limited Partner's proportionate interest in the fair
market value of the Partnership Property, as determined as
hereinafter provided, together with the assumption of all liability
for any outstanding indebtedness, liabilities, liens, and
obligations relating to the Partnership or the Partnership
Property. Within sixty (60) days after the Effective Date the
General Partner shall name an appraiser and, within sixty (60) days
after the Effective Date the executor or other legal representative
of the estate of the deceased Limited Partner shall name_ an
appraiser. If either party fails to name an appraiser within the
specified time, the other party may select the second appraiser.
The two appraisers so selected shall proceed promptly to determine
the fair market value of the Partnership Property, taking into
consideration any outstanding indebtedness, liabilities, liens, and
obligations relating to the Partnership Property. The
determination of the fair market value of the Partnership Property
by the two appraisers shall be final and binding on all parties.
If the two appraisers are unable to agree on the fair market value
of the Partnership Property, the two appraisers shall select a
third appraiser whose determination as to fair market value shall
be final and binding on all parties. The appraisers shall deliver
a written report of their appraisal or the appraisal of the third
appraiser, as the case may be, to the General Partner and to the
11
executor or other legal representative of the Estate of the
deceased Limited Partner. Each party shall pay the fee and
expenses of the respective appraiser selected by that party. If
a third appraiser is appointed, the fee and expenses of the third
appraiser shall be borne one-half (1/2) by the General Partner and
one-half (1/2) by the Estate of the deceased Limited Partner.
During the period between the date of death and the date the
purchase price is paid to the Estate of the deceased Limited
Partner, the General Partner shall contribute the deceased Limited
Partner's share of any contribution required to be made to the
Partnership under the provisions of this Agreement; provided,
however, that the amount of any payment made by the General Partner
during the period between the date of the deceased Limited
Partner's death and the date of the appraisers' report shall be
deducted from the amount of the purchase price to be paid to the
Estate of the deceased Limited Partner. The purchase price shall
be evidenced by a negotiable promissory note in the principal
amount equal to the purchase price of the deceased Limited
Partner's interest at the rate as computed herein, providing for
interest at the rate of six percent (6%) per annum, payable in
three (3) equal annual installments, and containing acceleration
and other customary clauses. The note shall bear.interest from the
date of death of the Limited Partner with the first principal and
accrued interest payment being due and payable one (1) year after
the Effective Date. The General Partner shall have the right to
prepay any and all installments of the note at any time with no
premium or penalty. Upon delivery of the note and the assumption
by the General Partner of all liability of the deceased Limited
Partner for any outstanding indebtedness, liabilities, liens, and
obligations relating to the Partnership, the Estate of the deceased
Limited Partner shall have no further interest in the Partnership
or in its business or assets, and the executor or other legal
representative of the Estate of the deceased Limited Partner shall
execute and deliver any deeds, conveyances and other instruments
that may be reasonably necessary to evidence and render fully
effective the transfer of the interest of the deceased Limited
Partner in the Partnership and its business and assets. The
interest of the deceased Limited Partners shall be acquired by_the
General Partner who shall become Limited Partners to the extent of
the interest.
(3) The deceased Limited Partner's heirs or legatees
shall provide written notice to the General Partner, within thirty
(30) days after the Effective Date as to which option under
Paragraph 11.03 (1) or 11.03 (2) they select for the disposition
of the deceased Limited Partner's interest. Absent written notice
as required herein, the General Partner shall have the right to
select the method of disposition of the deceased Limited Partner's
interest as set forth in Paragraph 11.03 (1) or 11.03 (2) of this
Agreement. The Effective Date for purposes of this Agreement shall
be the later of January 17, 1995 or the date of death of a Limited
Partner.
12
ARTICLE XII
Termination of the Partnership
12.01 Termination Upon withdrawal, Bankruptcy,
Insolvency, Dissolution, Death, or Incapacity of General Partner.
The General Partner, effective as of the last day of any calendar
year of the Partnership, may voluntarily withdraw from the
Partnership as General Partner. A withdrawal shall have the effect
of terminating the Partnership as of the close of business on that
last day. The bankruptcy, insolvency, dissolution, death,
incapacity, or resignation of one General Partner (if there shall
at the time of such event then be more than one General Partner)
shall not have the effect of terminating the Partnership and the
other General Partner shall continue to serve as the General_
Partner. Upon bankruptcy, insolvency, dissolution, death,
incapacity, or resignation of both of the General Partner(s), the
holders of two-thirds (2/3) of the Limited Partnership Units, in
interest, not in number, then outstanding, at a special meeting
called for that purpose, may elect to continue the Partnership
business and name a new General Partner, in which event the
Partnership Units owned by the former General Partner(s) are to be
purchased by the new General Partner with the purchase price to be
computed as set forth herein. The purchase price for the General
Partner's interest in the Partnership shall be the General
Partner's proportionate interest in the fair market value of the
Partnership Property, determined hereinafter provided, together
with the assumption of all liability for any outstanding
indebtedness, liabilities, liens, and obligations relating to the
Partnership or the Partnership Property. Within ten (10) days
after the election of a new General Partner, the Limited Partners
shall name an appraiser and the former General Partner and/or his,
her or its legal representative shall name an appraiser. If either
party fails to name an appraiser within the specified time, the
other party may select the second appraiser. The two appraisers
so selected shall proceed promptly to determine the fair market_
value of the Partnership Property, taking into consideration any
outstanding indebtedness, liabilities, liens and obligations
relating to the Partnership Property. The determination of the
fair market value of the Partnership Property by the two appraisers
selected shall be final and binding on all parties. If the two
appraisers are unable to agree on the fair market value of the
Partnership Property, the two appraisers shall select a -third
appraiser whose determination as to fair market value shall be
final and binding on all parties. The appraisers shall deliver a
written report of their appraisal or the appraisal of the third
appraiser, as the case may be, to the Limited Partners and the
former General Partner and/or his, her or its legal representative.
Each party shall pay the fee and expenses of the respective
appraiser selected by that party. If a third appraiser is
13
appointed, the fee and expenses of the third appraiser shall be
borne one-half (1/2) by the Limited Partners and one-half (1/2) by
the former General Partner and/ or his, her or its legal
representative. During the period between the date of election of
the new General Partner and the date that the purchase price is
paid by the new General Partner to the former General Partner
and/or his, her or its legal representative, any contributions
required to be made on behalf of the former General Partner shall
be made to the Partnership under the provisions of this Agreement;
provided, however, that the amount of any payment so made between
the date of election of the new General Partner and the date of the
appraiser's report shall be deducted from the amount of the
purchase price to be paid to the former General Partner and/or his,
her or its legal representative. The purchase price shall be
evidenced by a negotiable promissory note in the principal amount
equal to the purchase price as computed herein, providing for
interest at the rate of six percent (6%) per annum, payable in
three (3) equal annual installments, and containing acceleration
and other customary clauses. The note shall bear interest from the
date of election of the new General Partner with the first
principal and accrued interest payment being due and payable six
(6) months after the date of election. The new General Partner
shall have the right to prepay any and all installments of the note
at any time with no premium or penalty. Upon delivery of the note
and assumption by the new General Partner of all liability of the
former General Partner for any outstanding indebtedness,
liabilities, liens and obligations relating to the Partnership,
the former General Partner and/or his, her or its legal
representative shall have no further interest in the partnership
or in its business or assets, and the former General Partner and/or
his, her or -its legal representative shall execute and deliver any
deeds, conveyances, and other •instruments that may be reasonably
necessary to evidence and render fully effective the transfer of
the interest of the former General Partner in the Partnership and
its business and assets. The interest of the former General
Partner shall be acquired by the new General Partner who shall
become General Partner to the extent of the interest.
12.02 Voluntary Termination -- Effect of Death or
Incapacity of Limited Partner. The Partnership may be terminated
upon any date specified in a notice of termination, signed by the
General Partners and the holders of two-thirds (2/3) of the Limited
Partnership Units, in interest, not in number. The death' or
incapacity of a Limited Partner shall have no effect on the life
of the Partnership, which shall continue.
12.03 Effect of a Termination on the Partnership. Upon
the termination of the Partnership, regardless of how it is
terminated, the affairs of the Partnership shall be wound up by the
General Partner. If for any reason there is no General Partner,
or if they refuse to serve, or are incapable of serving, the
holders of a majority of the Limited Partnership Units, in
14
interest, not in number, may appoint or designate a Trustee -in -
Liquidation who shall serve to wind up the affairs of the
Partnership. The Trustee -in -Liquidation need not be a commercial
corporate trustee, need not be bonded, and may be a Limited
Partner. Whoever serves to wind up the affairs of the Partnership,
the following procedure shall be followed:
Upon termination, the assets of the Partnership shall be
applied first to payment of the outstanding Partnership
liabilities. An appropriate reserve may be maintained in an amount
determined by the General Partner or Trustee -in -Liquidation for any
contingent liability until the contingent liability is satisfied.
The balance of the reserve, if any, shall be distributed, together
with any other sum remaining after payment of the outstanding
Partnership liabilities, to the Partners in the following order of
priority:
(1) To the Limited Partners in respect of their
share of profits.
(2) To the Limited Partners in respect of their
capital accounts.
(3)
To the General Partner in respect of
compensation, then profits, then capital.
Nothing contained in this Agreement shall defeat the
right of either a Limited or a General Partner to require and to
have a court -supervised winding -up, liquidation, and dissolution
of the Partnership. No Partner shall be entitled to demand a
distribution be made in Partnership Property. However, the General
Partner may make or direct property distributions to be made, using
the property's fair market value as of the time of distribution as
the basis for making the distribution.
ARTICLE XIII
Miscellaneous Provisions
13.01 Amendment. This Agreement may be amended or
modified by the Partners from time to time, but only by a written
instrument executed by the General Partner, by all of the Initial
Limited Partners, and by the holders of two-thirds (2/3) of the
Limited Partnership Units, in interest, not in number.
13.02 Notices. Except as may be otherwise specifically
provided in this Agreement, all notices required or permitted under
this Agreement shall be in writing and shall be deemed to be
delivered when deposited in the United States mail, postage
prepaid, registered or certified mail, return receipt requested,
or by hand delivery, or overnight express delivery, addressed to
15
the parties at the respective addresses set forth in Exhibit A or
at such other addresses as may have been previously specified by
written notice delivered in accordance with this Paragraph.
13.03 Meetings. Meetings of the Partners shall be held
not less than fifteen (15) days nor more than thirty (30) days
after receipt of written notice from the General Partner. The
General Partner shall give notice of a meeting of the Partners at
any time on their own choosing or within five (5) days after they
shall receive written demand for a meeting from the holders of two-
thirds (2/3) of the Limited Partnership Units, in interest, not in
number.
13.04 Applicable Law. This Agreement shall be construed
under and in accordance with the laws of the State of Florida and
all obligations of the parties created under this Agreement are
performable in Dade County, Florida.
13.05 Other Instruments. The parties covenant and agree
that they will execute such other and further instruments and
documents as are or may become necessary or convenient to
effectuate and carry out the Partnership created by this Agreement.
13.06 Headings. The headings used in this Agreement are
used for administrative purposes only and do not constitute
substantive matters to be considered in construing the terms of
this Agreement.
13.07 Parties Bound. This Agreement shall be binding
on and inure to the benefit of the parties and their respective
heirs, executors, administrators, legal representatives,
successors, and assigns where permitted by this Agreement.
13.08 Legal Construction. If any one or more of the
provisions contained in this Partnership Agreement for any reason
are held to be invalid, illegal, or unenforceable in any respect,
the invalidity, illegality, or unenforceability shall not effect
any other provision of this Agreement. This Partnership Agreement
shall be construed as if the invalid, illegal, or unenforceable
provision had never been contained herein.
13.09 Enforcement. In the event any party shall incur
legal expenses to enforce or interpret any provision of this
Agreement, the prevailing party shall be entitled to recover such
legal expenses including without limitation, reasonable attorneys'
fees, costs and necessary disbursements, at the trial and appellate
levels, in addition to any other relief to which such party shall
be entitled.
13.10 Counterparts. This Agreement may be executed in
any number of counterparts and each counterpart shall for purposes
be deemed to be an original.
16
IN WITNESS WHEREOF, each party has executed this
Agreement or a counterpart of it as of the date first above
written.
General Partner
Indian River Investment
Communities, Inc. a Florida
Co oration.
Ted H. Weitzel P
Limited Partners:
WilliamSawyer
BerniceSawye
Bernice S. Watson
17
THN 722 91
IN WITNESS WHEREOF, each party has executed this
Agreement or a counterpart of it as of this date first above
written.
General Partner
Indian River Investment
Communities, Inc. a Florida
Corporation.
By;
President
Limited Partners;
William Sawyer
Bernice Sawyer
Bernice S. Watson
17
AFFIDAVIT OF CAPITAL CONTRIBUTIONS
The undersigned, who is the only General Partner of
Sawyer's Walk, Ltd., declare that the capital contributions of all
the Limited Partners in the Partnership are as follows:
1.• The Limited Partners have made capital contributions
in the following amounts:
Name of Limited Partner Amount of Contribution/
% of Partnership Units
William Sawyer
201 NW 7 Street
.Unit 404
Miami, FL 33136
Bernice Sawyer
201 NW 7 Street
Unit 404
Miami, FL 33136
Bernice S. Watson
5400 Murdock Court
Virginia Beach, VA
23464
Indian River Investment
Communities, Inc. and
William Sawyer
$33,333.33 (2%)
$33,333.33 (2%)
$33,333.33 (2%)
Development and Start -
Up Services (92%)
2. It is anticipated that the Limited Partners listed
above will make no future capital contributions to the Limited
Partnership.
January 17, 1991
State of Florida )
County of Dade )
Miami, Florida
Indian River Investment
Commu ities, Inc., a Florida
Cor.• ation, as General Partner
ei tze
, Pre ident
The foregoing instrument was acknowledged before me this
, as President of
Indian River Investment Couununities, Inc., as General Partner of
Sawyer's Walk, Ltd., a Florida Limite Partnership.
17day of January , 1991 by Ted H. Weitzel
My Commission Expires:
.;Notary Public
Notary Public, State of Florida
My Commission Expires Ocl, 6, 1992
AFFIDAVIT OF CAPITAL CONTRIBUTIONS
The undersigned, who is the only General Partner of Sawyer's Walk, Ltd., declare
that the capital contributions of all the Limited Partners in the Partnership are as follows:
1. The Limited Partners have made capital contributions in the following
amounts:
Name of Limited Partner Amount of Contribution/ % of
Partnership Units
William Sawyer
201 NW 7th Street
Unit 404
Miami, Fl. 33136
Bernice Sawyer
201 NW 7th Street
Unit 404
Miami, Fl. 33136
Bernice S. Watson
5400 Murdock Court
Virginia Beach, VA
23464
Indian River Investment
Communities, Inc. and
William Sawyer
$ 5,000 (2%)
$ 5,000 (2%)
$ 5,000 (2%)
Development and
Start-up Services (92%)
1-0
2. It is anticipated that the Limited Partners listed above will make no future
capital contributions to the Limited Partnership.
•
March 24, 1997 Miami, Florida
Indian River Investment
Communities, Inc., a Florida
Corporation, as General Partner
Bv:
ed H. Weitzel, 'residet
and Registered Agent
State of Florida )
County of Dade )
The foregoing instrument was acknowledged before me this 24 day of March,
1997 by Ted H. Weitzel, as President of Indian River Investment Communities, Inc., as
General Partner of Sawyer's Walk, Ltd., a Florida Limited Partnership.
My Commission Expires:
Notary Public
104;-
HORACE C. DAVIS
MY COMMISSION / CC 492839
EXPIRES: October 29, 1999
Banded Thu Wry Pubic UndenMnen
STATE OF FLORIDA
COUNTY OF DADE
BEFORE ME, the undersigned authority, personally appeared TED H. WEITZEL,
to me known to be the person described in and who acknowledged before me that he
consented to the appointment as Registered Resident Agent of Sawyer's Walk, Ltd to
accept service of process within the State.
MY COMMISSION E
�' 3' v HORACE C. DAVIS
MY COMMISSION M CC 492639
EXPIRES: October 29, 1999
, ' Boded Thru Notary Pubic UndemRkKs
a
NOTARY PUBLIC
2004 LIMITED PARTNERSHIP ANNUAL REPORT
Due By May 1, 2004
DOCUMENT #A97000000734
SAWYERS WALK, LTD.
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269 NORTHWEST 7TH STREET 269 NORTHWEST 7TH STREET
MIAMI, FL 33136 MIAMI, FL 33136
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WEITZEL, TED H
INDIAN RIVER INVESTMENT COMMUNITIES, INC.
269 NORTHWEST 7TH STREET
MIAMI, FL 33136
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4401
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SIGNATURE Ted H. Weitzel 4-19-04
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IQ of al COnlnOuKels
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A GENERAL PARTNER THAT IS A BUSINESS ENTITY MUST BE REGISTERED AND ACTIVE WITH THIS OFFICE
NOTE General Partners MAY NOT be changed on 8M form; An Amondfflont albs* E. 111W Co change a general partner.
12. GENERAL PARTNER INFORMATION
13. ADDRESS GRANGES ONLY
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P97000014392
INDIAN RIVER INVESTMENT COMMUNITIES. INC.
269 NORTHWEST 7TH STREET
MIAMI. FL 33136
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Ted H. Weitzel 44—L9-04 5 377 2509
POINCIANA VILLAGE OF MIAMI, LTD.
269 N.W. 7TM STREET
MIAMI. FLORIDA 33136
(305) 358.8030
Pay [o [lie
order of
Florida Department of State
One H.lndred Ninety Three & 75;00
WACHOVIA BANK, N.A.
ACH R/T 067006432
MIAMI, FLORIDA 33166
d Sawyer's Walk, Ltd.
For#A97000000734
3646
63-643/ 670
Date May 12, 2004
1 $193.75
Dollars 8
00000364610 406 70064321: 26923056461,S 211a
CERTMF:GATE OP` 1NCORPORAT=ON
Olr
IND ZAN RIVER =N'VESTMENT
COMMLJNJETTM t . =NC
We, the undersigned, hereby make, subscribe and acknowledge
this Certificate of Incorporation for the purpose of becoming a
corporation under the laws of the State of Florida.
1. The name of the corporation shall be:
INDIAN RIVER INVESTMENT COMMUNITIES, INC.
. and its existence shall be perpetual.
2. The general nature of the business to be transacted shall
be real estate development and to transact any lawful business for
which corporations may be incorporated under the laws of the State
of Florida and to have all otfieowers provided by the laws of the
State of Florida.
3. The capital stock of the corporation shall consist of 100
shares of $1.00 Dollar par value.
4. The principal office of the corporation shall be:
269 N. W. 7th Street, Miami, Florida, 33136
5. The number of the directors shall be at least one (1) and
the name and post office address of the first Board of Directors
and Officers are:
NAME
Ted H. Weitzel
Horace C. Ddvis
Randall J. Weitzel
John C. Harrison, Jr.
OFFICE
Director
Director.
Director
Director
,POST OFFICE ADDRESS
269 N. W. 7th Street
Miami, Florida 33136
Same
Same
Same
cn Lp
7-3 rn
rn
6. The Corporation designates Ted H. Weitzel 269 N.W. 7th Street,
Miami Florida 33136, as its Resident Agent, to accept service of process within
this State.
IN WITNESS WHEREOF, the undersigned hereby subscribed to this
Certificate of Incorporation at Miami, Dade County, Florida, this 19th day of
December, 1990.
I
Ted H. Weitzel
CERTIFICATE DESIGNATING PLACE OF BUSINESS OR DOMICILE
FOR SERVICE OF PROCESS WITHIN THIS STATE, NAMING AGENT
UPON WHOM PROCESS MAY BE SERVED
In pursuance of Chapter 48.091, Florida Statues, the following is submitted,
in compliance with said Act.
First that INDIAN RIVER INVESTMENTS COMMUNITIES, INC.,
desiring to organize under the laws of the State of Florida with its principal offices
---as indicated in the Certificate of Incorporation at 269 N.W. 7th Street, County of
Dade, State of Florida, has named Ted H. Weitzel located at 269 N.W. 7th Street,
Miami, Florida, 33136, as Registered Resident Agent to accept Service of Process
within this State.
Having been named to accept Service of Process for the above stated
corporation at the place designated in this Certificate, I hereby accept to act in this
capacity and agree to comply with the provisions of said Act relative to keeping
open said office.
Ted H. Weitzel
STATE OF FLORIDA
COUNTY OF DADE
BEFORE ME, the undersigned authority, personally appeared TED H
WEITZEL, sole subscriber, to me known to be the person described in and who
executed the foregoing Certificate of Incorporation, who acknowledged before me
that he subscribed thereto and did so for the purpose and uses therein mentioned
and that TED H. WEITZEL consented to the appointment as Registered Resident
Agent of the corporation to accept. service of process within the State.
MY COMMISSION EXPIRES:
tiM.:f HORACE C. DAVIS
sin .= MY COMMISSION/ CC 492639
�•�°�.-;; EXPIRES:October29,1999
?Kral`°c•` Boded Thni Notary Public Undenv tte1
NOTARY PUBLIC
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2004 FOR PROFIT CORPORATION
ANNUAL REPORT (AR)
DOCUMENT # P97000014392
1. Emit; N31ne
INDIAN RIVER INVESTMENT COMMUNITIES, INC.
5 i
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PrmC.^.a: Pta.e or Bustness Nadeau -,03ress
269 NW 7TH STREET 269 NW 7TH STREET
MIAMI FL 33136 MIAMI FL 33136
2. P,.-_•p3,Pi0000Business
3.
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MOORE CR2E034 {1103)
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City s State
Miami, Fl.
4. FEI Nrlm0er
65-0735596
Apples For
Not Applicable
Cdunuy
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USA
5. Certificate of Status Desued ❑ $8.75 Additional
Fee Required
O. Name and Address of Current Registered Agent
I 7. Name and Address of New Registered Agent
WEITZEL, TED H
Ple,n-a
201 NW 7TH STREET
401
Slreat Address iP O. Boa Number Is Not Acceptable)
MIAMI FL 33136
_111 FL
Zip Code
8. T',= Sine nomad cnt,ly S4d(10 INS 4lalen1c0110r Inc P.d {.u_c Jl Cnaogwg ,Ie c,Jn1c,,:,1 ,Jn..c .,I regulcica c4Vll Oi DOIn ill the Slate of Florida 1 am famnlar wan. and accepl
Ile .;bl.gal,ons 01 tegtstereo agent
SIGNATURE
Lure
FILE NOW!I! FEE IS $150.00
After May 1, 2004 Fee will be $550.00
Make Check Payable to Florida Department of State
9- Election Campaign Finanang $5.00 May Ba
trust Fund Contnbuaon. ❑ Added lD Fees
10. OFFICERS AND DIRECTORS
11, AODITIONSICHANGES TO OFFICERS AND DIRECTORS IN 11
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;nide
STRE--D:AiS
0Ih-4-44'
PD
0 Delete
WEITZEL. TED H
201 NW 7TH STREET 0401
MIAMI FL 33136
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NAME
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CITY-5r•27P
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0 Delete
DAVIS, HORACE C
13234 NW 13TH STREET
PEMBROKE PINES FL 33028
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RUED wERESS
017-S1-ZIP
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D 0 Delete
WEITZEL, RANDALL J
201 NW 7TH STREET 401
MIAMI FL 33136
r11U
1.341E
SRNEE1 4000ESS
CITY-sr-4P
❑ Change 0 MO"
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0lsEET 42i.-Y0_
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D 0 Delete
HARRISON, JOHN C JR
1000 NW 54TH STREET
MIA3vit EL 33127
414E
AM*
''111461 A000ESS
city 51-LP
aenange 0 Addition
247 Minorca Avenue
Coral Gables, Fl . 33134
•1r1i 0 Delete
,i1nli
41010 laEcc
Qr1-S- '
aitE
114A4
WEE A00FESS
Clfr ST-21P
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STREET i,..ii
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❑ Change ❑ Adek4On
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mc:Glec on 14 0 re1On Cr supple
01 . corpot anon o, me racetver e
Cn J1gea et- on an au3cnmeru m
SIGNATURE:
upplieo wan Tea tiling Joe; IIOt qu3hW I31 Ito a. ,p la4, stated in Section 1190713o1L Flouaa Statutes. I turner cer1Jy mar me Ini0rma0On
,dial tenon a Irue 'cno .,..Cw. 0 ,tu..r mat my mgn c 5na11 nave in, Sane tegai effect as 11 made Wider 03Ih Mal I am an OQ4Oer or dlleClO4
Ifuslee 2lnpuwalcu 1., .:..c,..,tc 111,s tap.,.' _5 ,vq I J Ly Cnapta, U0: Florida Statutes aria Inat my name appears In Block 10 dr Block 1 7 If
-n - 1e SS will 311 Carl, I,he cmpuwemJ
/ ed H. Weitzel 4-19-04 305-377-2509
SIGRATURE AND',ED OR PRWTE0 RAYS OF 51 RG ER OR OIRECIO Dew 4y0tahor.,
POINCIANA VILLAGE OF MIAMI, LTD.
269 N W. 7TH STREET
MIAMI, FLORIDA 33136
,305) 358-9030
Florida Dept. of State
One Hundred Fisty 0 00j100
WACHOVIA BANK, N.A.
3633
63-643/670
VdIE: - A1,ril19, 2004
ACI1 R.1 067006432 I� ._.._ . _..
MLV.11, FLORID. 33166
Indian River Investment Communities, Inc. 7J
•,*P97000014392
11'000036310 t:0670061,321:2692305g1,65211'
14
rs
$ 150.00
--Dliilars
EXHIBIT X
SAWYER'S WALK, LTD. PARTNERS
General Partner: Indian River Investment Communities, Inc.
Limited Partners:
# 1564509_v24
2%
Shareholders: Ted H. Weitzel 25%
Horace C. Davis 25%
John C. Harrison 25%
Randall J. Weitzel 25%
William Sawyer 2%
Bernice Sawyer 2%
Bernice S. Watson 2%
Indian River Investment 92%
Communities, Inc. and
William Sawyer
55
EXHIBIT Y
NEW SAWYER'S WALK PARTNERS
Crosswinds at Poinciana, LLC 95%
Indian River Investment Communities, Inc. 5%
# 2574819_v1
EXHIBIT Z
AMENDED AND RESTATED PARTNERSHIP AGREEMENT
FOR SAYWER'S WALK LTD.
To be provided within 30 days of the Effective Date of the Settlement Agreement.
# 2574813 v1