HomeMy WebLinkAboutCRA-R-24-0061 Exhibit AEXHIBIT "A"
HOUSING SUBSIDY AGREEMENT
THIS HOUSING SUBSIDY AGREEMENT (this "Agreement") is dated as of
, 2024 (the "Effective Date") by and between SOUTHEAST
OVERTOWN/PARK WEST COMMUNITY REDEVELOPMENT AGENCY, a public
agency and body corporate created pursuant to Section 163.356, Florida States (the "CRA"), and
BLOCK 55 RESIDENTIAL, LP, a Florida limited partnership ("Owner").
RECITALS
WHEREAS, Owner is the owner of that certain real property located in the City of Miami,
Miami -Dade County, Florida more particularly described on Exhibit A attached hereto and made
a part hereof (the "Property") and is developing thereon a residential community known as "The
Residences at Sawyer's Walk" (the "Project"); and
WHEREAS, the CRA has an interest in supporting the residents of Overtown and assisting
them in obtaining affordable housing within the Overtown community of the City of Miami and
in furtherance of such interest, the CRA desires to refer prospective tenants to Owner for the lease
of residential units in the Project and to provide rental assistance to Owner as further described in
this Agreement;
WHEREAS, the CRA and Owner entered into that certain Housing Subsidy Agreement
dated as of January 25, 2024 (the "Original Agreement");
WHEREAS, the initial process utilized by the CRA to qualify prospective tenants pursuant
to the Original Agreement was not approved by regulators, and as a result, applications by
approximately one hundred twenty (120) prospective tenants of the Project, including fifty-eight
(58) prospective tenants who were associated with the Overtown community or the CRA, were
required to be rescinded (the "Prior Applicants");
WHEREAS, Owner agrees to offer the Prior Applicants the opportunity to submit new
applications for leases at the Project and be part of Project that has units set -aside under the
Section 8 Project Based component of the Housing Choice Voucher Program, which applications
shall be subject to review, qualification and approval by Miami -Dade County's Public Housing
and Community Development Department ("PHCD") utilizing the materials submitted by such
Prior Applicants in connection with their prior applications, and Owner believes that there is
reasonable basis to believe that Prior Applicants applications will be approved by PHCD; and
WHEREAS, the CRA and Owner desire to amend, restate and supersede the Original
Agreement in its entirety by this Agreement to reflect the foregoing agreement by Owner and to
provide for, among other things, the rental assistance by the CRA for prospective tenants that will
be qualified and selected for tenancy at the Project in accordance with Section 12.16 of the loan
agreement dated as of August 12, 2021 between the City of Miami, Florida (the "City"), as lender,
and the Owner, as borrower, for the Project (the "City Loan Agreement").
NOW, THEREFORE, in consideration of Ten Dollars ($10.00), the mutual covenants
contained herein and other good and valuable consideration, the sufficiency and receipt of which
are hereby acknowledged, the parties hereby agree as follows:
EXHIBIT "A"
1. Recitals. The recitals set forth above are true and correct and are incorporated
herein by this reference.
2. Prior Applicants. Owner agrees to offer the Prior Applicants the opportunity to
submit new applications for leases at the Project as part of the Section 8 Project Based component
of the Housing Choice Voucher Program, which applications shall be subject to review and
approval by Miami -Dade County's Public Housing and Community Development Depaitruent
("PHCD") of the same materials submitted by such Prior Applicants in connection with their prior
applications.
3. Qualified Tenants. The parties acknowledge and agree that a portion of the tenants
of the Project shall be selected in accordance with Section 12.16 of the City Loan Agreement, and
all applicable legal and regulatory requirements. The number of such tenants that will receive
rental assistance with the subsidy funds provided by the CRA under this Agreement will be based
on the amount of such subsidy funds then -available, which will be determined for an applicant
based on the number received by such applicant through the random selection process (the
"Lottery"). Pursuant to the Lottery, each applicant will receive a number that will be used to
determine the order of review and processing of such applicant's application. Applicants receiving
lower numbers and which are approved as part of the qualifying process, will receive rental
assistance from the CRA subsidy funds before applicants with higher numbers. For example
purposes only, Applicant Smith with Lottery number 1 who is qualified by the City and approved
for a lease at the Project will receive rental assistance from the CRA subsidy funds before
Applicant Doe who is approved for a lease and has Lottery number 25, and if the CRA subsidy
funds are exhausted by the time Applicant Lock with lottery number 162 is approved for a lease,
then Applicant Lock will not receive rental assistance from the CRA subsidy funds. The number
of tenant households that will be assisted shall not exceed seventy (70) unless the CRA subsidy
funds are exhausted prior to reaching that number. The rents for the CRA subsidy shall be set in
accordance with PHCD Project Based Voucher Fair Market Rents ("FMRS") and applicable
payment standard, as the same may be amended from time to time. As of the date of this
Agreement, the applicable payment standard is 110% of FMRS. The FMRS and applicable
payment standard under this CRA subsidy program do not include an allowance for utilities. The
tenants receiving rental assistance from the CRA subsidy funds will pay no more than 30% of their
household income toward the applicable rent. The difference between the rent based on the PHCD
project based voucher FMRS and applicable payment standard and the payment by the tenant,
which shall be no more than 30% of household income, will be paid by the CRA subsidy.
4. Rental Assistance.
(a) The CRA agrees to subsidize the rents of the City qualified tenants in an
aggregate amount equal to Eight Million and No/100 Dollars ($8,000,000.00) over the Term of
the Agreement (as defined below) to be allocated in annual installments of One Million Six
Hundred Thousand and No/100 Dollars ($1,600,000.00) per year during the Term of this
Agreement, which amount shall be payable in monthly installments of One Hundred Thirty -Three
Thousand Three Hundred Thirty -Three and 33/100 Dollars ($133,333.33) each on the first day of
each calendar month commencing on the date on which the first rent payments are due from the
tenants receiving assistance under this Agreement, but no later than September 1, 2024, unless
otherwise agreed to in a written amendment to this Agreement by the Owner and CRA.
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EXHIBIT "A"
(b) Each tenant shall be solely responsible for all costs of utilities (including
without limitation, the costs of utility hookups, fees and other deposits) serving the unit. If a
prospective tenant is recommended for tenancy and is determined to be unable to pay for utility
hookups, fees, and other deposits which would then disqualify the proposed tenant for tenancy,
the CRA, in its sole discretion, may provide needed financial assistance to that Proposed Qualified
Referral for utility hookups, fees, and other deposits, which shall be separate from, and not
constitute a part of, the rental assistance from CRA subsidy funds described in Sections 3(a) and
4(a) above. Any such additional financial assistance shall be provided directly to the prospective
tenant by the CRA. If, at any time, the CRA elects not to provide any such additional financial
assistance to a tenant and such tenant is or becomes unable to pay all or any portion of such costs
of utilities, then such tenant shall be disqualified for tenancy in the Project and Owner shall have
no obligation to lease or continue to use a unit within the Project to such tenant.
(c) Each prospective tenant shall be solely responsible for paying (i) a security
deposit equal to one month's rent, which shall be held by Owner as security for such tenant's
obligations under its lease, (ii) an advance payment of the last month's rent, which shall be held
by Owner and applied towards the last month's rent for such tenant under its lease and (iii) any
reasonable application fee that Owner may charge. If a prospective tenant is recommended for
tenancy and is determined to be unable to pay such security deposit, advance payment of last
month's rent and/or application fee which would then disqualify the prospective for tenancy, the
CRA, in its sole discretion, may provide needed financial assistance to that prospective tenant for
any such costs, which shall be separate from, and shall not constitute a part of, the rental assistance
from CRA subsidy funds described in Sections 3(a) and Section 4(a) above. Any such assistance
shall be provided directly to the prospective tenant by the CRA. If, at any time, the CRA elects
not to provide any such additional financial assistance to a tenant and such tenant is or becomes
unable to pay all or any portion of such security deposit, advance payment of last month's rent
and/or application fee, then such tenant shall be disqualified for tenancy in the Project and Owner
shall have no obligation to lease or continue to lease a unit within the Project to such tenant. The
payment of such amounts by each prospective tenant to Owner is a condition to signing a lease.
Owner shall hold and, if applicable, apply, the security deposit received from each tenant in
accordance with the applicable lease and with all applicable laws, and if Owner so applies any
amount of the security deposit, such tenant shall promptly pay to Owner any amounts so applied
to restore the security deposit to the original amount. Following the expiration or earlier
termination of a lease with a tenant receiving rental assistance from CRA subsidy funds, any
remaining balance of the security deposit not applied by Owner during the term of such lease will
be returned to such tenant. In the event any remaining balance of the security deposit is not
sufficient to cover any outstanding rent or damages existing at termination of the lease with a
tenant receiving rental assistance from CRA subsidy funds, Owner shall notify the CRA of same,
and the CRA shall pay such amounts to Owner within ten (10) business days after delivery of such
notice by Owner, after which time, any unpaid amount by the CRA shall accrue interest at the
lesser of eighteen percent (18%) per annum and the maximum legal rate through the date when
paid
5. Owner Obligations. Owner will comply in all material respects with the terms of
each lease with a tenant. Owner will comply with all fair housing laws, rules, regulations or orders
applicable to the Project and shall not discriminate on the basis of race, creed, color, sex, age or
national origin in the lease, use or occupancy of the Project; provided, however, to the extent the
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EXHIBIT "A"
Project meets the requirements for exemption from the prohibition against familial status
discrimination contained in Title VIII of the Civil Rights Act of 1968 (known as the Fair Housing
Act), as amended, such requirement shall not apply. Owner shall have the right to terminate a
lease with a tenant following a breach by such tenant, provided that such termination is in
accordance with the applicable lease and all applicable laws.
6. Remedies. In the event of any breach by the CRA of its obligations hereunder,
Owner shall be entitled to exercise any and all rights available at law or equity, including
maintaining actions for damages, specific enforcement and/or injunctive relief.
7. Term. This Agreement shall commence on the Effective Date and shall continue
in full force and effect through the fifth (5th) anniversary of the date on which the first payment is
made by the CRA pursuant to Section 4(a) above (the "Term of this Agreement"). Upon the
expiration of this Agreement, Owner shall have the option to renew this Agreement, provided that
the terms of any such renewal shall be subject to mutual written agreement between Owner and
the CRA, each acting reasonably and in good faith. Following the expiration of the Term of this
Agreement, the CRA will not be obligated to provide any rental assistance pursuant to this
Agreement and the Owner will not be obligated to renew any leases with any tenant receiving
rental assistance from CRA subsidy funds.
8. Authority. Each party hereto represents and warrants to the other party that the
individual executing this Agreement on behalf of such party has been duly authorized to enter into
this Agreement and that this Agreement is enforceable against such party in accordance with its
terms.
9. Notices. Notices required or permitted to be given pursuant to the terms of this
Agreement will be sent by certified mail, return receipt requested, postage prepaid or by recognized
overnight courier, postage prepaid. Notice will be effective upon delivery or refusal of delivery.
Notices will be delivered to the following addresses, subject to the right of either party to change
the address at which it is to receive notice by written notice to the other party in accordance
herewith:
To the CRA:
Southeast Overtown/Park West
Community Redevelopment Agency
819 NW 2nd Avenue
Third Floor
Miami, Florida 33136
Attention: James McQueen, Executive Director
To the Owner:
Block 55 Residential, LP
2901 Florida Avenue
Suite 806
Coconut Grove, Florida 33133
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EXHIBIT "A"
With copies to:
Block 55 Owner, LLC
2901 Florida Avenue
Suite 806
Coconut Grove, Florida 33133
Attention: Michael J. Swerdlow, Managing Member
and
R4 SLFL Acquisition LLC
c/o R4 Capital LLC
780 Third Avenue
16th Floor
New York, New York 10017
Attention: Mark Schnitzer
and
Wingate Management Company, LLC
100 Wells Avenue
Newton, Massachusetts 02459
Attention: Michael Martin, President
and
MRK Partners
5230 Pacific Concourse Drive
Suite 350
Los Angeles, CA 90045
10. Time of the Essence. Time is of the essence of each and every provision of this
Agreement.
11. Assignment; Parties Bound. The CRA shall not assign this Agreement or any
interest therein to any other person without Owner's prior written consent, which may be granted
or withheld in Owner's sole discretion. Owner may assign this Agreement or any interest therein
to a successor owner of the Project without the CRA's prior written consent. This Agreement
inures to the benefit of and be binding upon, and is intended solely for the benefit of, the parties
hereto and their respective permitted successors and assigns, and no third party will have any
rights, claims, privileges or other beneficial interests herein or hereunder.
12. Integration and Amendment. This Agreement and the exhibits hereto set forth the
entire understanding of the parties with respect to the subject matter hereof, superseding and/or
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EXHIBIT "A"
incorporating all prior or contemporaneous oral or written agreements, and may be changed,
modified, or amended only by an instrument in writing executed by the party against whom the
enforcement of any such change, modification or amendment is sought.
13. Governing Law. This Agreement and the rights of the parties hereunder shall be
governed by, and interpreted in accordance with, the laws of the State of Florida, without regard
to principles of conflicts of law.
14. Litigation. In the event of any litigation between the CRA and Owner concerning
the terms of this Agreement, the prevailing party will be entitled to reimbursement of its costs and
expenses, including reasonable attorneys' fees, incurred in trial, appellate and post judgment
proceedings.
15. Invalid Provisions and Severability. In the event any term or provision of this
Agreement is held illegal, unenforceable or inoperative as a matter of law, the remaining terms
and provisions shall not be affected thereby, but shall be valid and remain in force and effect,
provided that the inoperative provisions are not essential to the interpretation or performance of
this Agreement in accordance with the clear intent of the parties.
16. No Waiver of Default. No waiver by a party of any breach of this Agreement by
the other party will be deemed to be a waiver of any other breach by such other party (whether
preceding or succeeding and whether or not of the same or similar nature), and no acceptance of
payment or performance by a party after any breach by the other party will be deemed to be a
waiver of any breach of this Agreement by such other party, whether or not the first party knows
of such breach at the time it accepts such payment or performance. No failure or delay by a party
to exercise any right it may have by reason of the default of the other party will operate as a waiver
of default or modification of this Agreement or prevent the exercise of any right by the first party
while the other party continues to be in default.
17. Waiver of Jury Trial. EACH PARTY HEREBY IRREVOCABLY WAIVES ANY
RIGHT IT MAY HAVE TO A TRIAL BY JURY IN CONNECTION WITH CLAIM, ACTION
OR PROCEEDING BROUGHT IN CONNECTION WITH THIS AGREEMENT OR THE
TRANSACTIONS CONTEMPLATED BY THIS AGREEMENT. EACH PARTY HAS READ
AND UNDERSTANDS THE EFFECT OF THIS WAIVER OF JURY TRIAL PROVISION.
18. No Joint Venture. The parties expressly agree that no joint venture, partnership or
agency relationship is created or intended by this Agreement.
19. Counterparts; Electronic Signatures. This Agreement may be executed in two or
more counterparts, each of which shall be deemed an original, but all of which together shall
constitute one and the same instrument. This Agreement may be executed and delivered
electronically, including without limitation, clear images of manually executed signatures
transmitted by electronic format such as "pdf', "tif ' or "jpg", as well as other electronic signatures
such as DocuSign and AdobeSign.
[Signatures on following page]
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EXHIBIT "A"
IN WITNESS WHEREOF, this Agreement has been duly executed and delivered by the
CRA as of the date first above written.
CRA:
SOUTHEAST OVERTOWN/PARK WEST
COMMUNITY REDEVELOPMENT AGENCY, a
public agency and body corporate created pursuant
to Section 163.356, Florida States
By:
Name:
Title:
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY:
By:
Vincent T. Brown, Esq.
Staff Counsel
[Signature page to Housing Subsidy Agreement]
EXHIBIT "A"
IN WITNESS WHEREOF, this Agreement has been duly executed and delivered by
Owner as of the date first above written.
OWNER:
BLOCK 55 RESIDENTIAL, LP,
a Florida limited partnership
By: Pacific Southwest Community Development
Corporation, its general partner
By:
Name:
Title:
[Signature page to Housing Subsidy Agreement]
EXHIBIT "A"
EXHIBIT A
Legal Description of the Property
THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE COUNTY OF MIAMI-
DADE, STATE OF FLORIDA, AND DESCRIBED AS FOLLOWS:
UNIT A-1 AND UNIT A-2 OF SAWYER'S WALK, ACCORDING TO THE DECLARATION
OF CONDOMINIUM THEREOF, RECORDED IN OFFICIAL RECORDS BOOK 34273, PAGE
2329 OF THE PUBLIC RECORDS OF MIAMI-DADE COUNTY, FLORIDA, TOGETHER
WITH AN UNDIVIDED INTEREST IN THE COMMON ELEMENTS AND LIMITED
COMMON ELEMENTS APPURTENANT THERETO.
4885-0706-0691, v. 7