HomeMy WebLinkAbout25713AGREEMENT INFORMATION
AGREEMENT NUMBER
25713
NAME/TYPE OF AGREEMENT
8TH STREET PROPERTIES, LLC
DESCRIPTION
AMENDED & RESTATED MFB LOAN AGREEMENT/ESSENCE
MIAMI/FILE ID: 17577/R-25-0174/MATTER ID: 24-3219/#76
EFFECTIVE DATE
August 7, 2025
ATTESTED BY
TODD B. HANNON
ATTESTED DATE
8/7/2025
DATE RECEIVED FROM ISSUING
DEPT.
8/14/2025
NOTE
AMENDED & RESTATED
MIAMI FOREVER BOND LOAN AGREEMENT
FOR 8TH STREET PROPERTIES, LLC
This Amended,;and Restated Miami Forever Bond Loan Agreement (this "Amended
Loan Agreement" or "Amended Agreement") for Essence Miami is dated as of this —1 day
of 'A t9 t 't025, by and between the CITY OF MIAMI, a municipal corporation of the State
of Florida (hereinafter the "City" or "Lender") 8th STREET PROPERTIES, LLC, a Florida
limited liability company (hereinafter the "Project Sponsor" or "Borrower").
FUNDING SOURCE:
AMOUNT:
RESOLUTION:
PROJECT NAME:
PROJECT TYPE:
TERM:
AFFORDABILITY
PERIOD:
ASSISTED UNITS:
IDIS NUMBER:
ORACLE NUMBER:
PROPERTY
ADDRESS:
MIAMI FOREVER BOND FUNDS
Twelve Million and 00/100 Dollars ($12,000,000.00)
The City of Miami Housing and Commercial Loan
Committee approval of July 30, 2021, as amended on
November 15, 2024, May 20, 2025, and on June 25, 2025,
and City of Miami Resolutions No. R-21-0391 and R- 25-
0174
Essence Miami
New Construction
See Section 1.18
Thirty (30) years commencing on the Closeout of the
Project
Eighty-eight (88) Project Units
829-845-847 Southwest 8 Street Miami, FL 33130
EXHIBITS ATTACHED HERETO AND INCORPORATED HEREIN:
Exhibit A Legal Description
Exhibit B Scope of Work/Project Schedule
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Exhibit C Budget
Exhibit D Form of Amended Disbursement Agreement
Exhibit E Affirmative Marketing Procedures and Responsibilities
Exhibit F Form of Amended Mortgage and Security Agreement
Exhibit G Form of Amended Declaration of Restrictive Covenants
Exhibit H Form of Amended Rent Regulatory Agreement
Exhibit I Signage Requirements
Exhibit J Construction Insurance Requirements
Exhibit K No Finder's Fee Affidavit
Exhibit L Anti -Human Trafficking Affidavit
Schedule A Schedule of Permitted Financing
RECITALS
WHEREAS, the Project Sponsor is the owner of the real property ("Property") described
in Exhibit "A." The Project Sponsor is constructing a new 8-story mixed -use commercial and
residential project, which will include an affordable housing project to be known as "Essence
Miami" (the "Building"), which Project will increase the supply of rental housing units for Low
Income Households to Moderate Income Households (ranging from 60% to 100% of AMI), by
providing additional affordable rental units.
WHEREAS, on June 10, 2021, and July 30, 2021, the City Commission and the City's
HCLC respectively approved an allocation of Miami Forever Bond ("Bond") funds in the amount
not to exceed $5,000,000.00 for the construction of the affordable rental housing Project; and
WHEREAS, on May 8, 2025, and November 15, 2024, and as amended on May 20, 2025,
and on June 25, 2025, the City Commission and the City's HCLC respectively approved an
additional allocation of Bond funds ($5,390,000.00) and Public Benefit Trust funds
($1,610,000.00) in the amount of $7,000,000.00, thereby increasing the City's total allocation to
an amount not to exceed $12,000,000.00 for the construction of the affordable rental housing
Project of which up to Four Million and 00/100 Dollars ($4,000,000.00) will be used for the
Project's Up Front Construction Costs (the "Up Front Construction Costs"); and
WHEREAS, the City and the Project Sponsor intend and agree that the Bond Funds be
subject to the terms and conditions of this Amended Agreement.
NOW THEREFORE, in consideration of the mutual covenants and obligations herein
contained, and subject to the terms and conditions hereinafter stated, the parties hereto understand
and agree as follows:
ARTICLE I
DEFINITIONS
The City and the Project Sponsor hereby agree that the capitalized terms used herein shall
have the meanings set forth below unless the context requires otherwise:
1.1 Affordability Period:
Page 2 of 39
1.2 Affordable:
1.3 Assisted Unit{sl or Bond
Assisted Unit{sl or City
Assisted Units or Units:
1.4 Amended Bond Documents
or Amended Loan
Documents:
1.5 Bond Funds, or, the Loan:
The period of time that the Assisted Units must remain
affordable, in accordance with the terms of the Loan
Documents, for Low and Moderate Income individuals. The
Affordability Period of this Project will be thirty (30) years
commencing on Close -Out of the Project.
A project or unit that satisfies the requirements set forth in the
Covenant and Rent Regulatory Agreement, and set forth in the
City's Request for Proposals through which Borrower applied.
All eighty-eight (88) Project units are set aside for occupancy
by Low and Moderate Income Households pursuant to the Bond
Requirements throughout the Affordability Period. They are
restricted for households with incomes at or below sixty percent
(60%), and one hundred percent (100%) of the median income
for the area, as determined by Florida Housing Finance
Corporation ("FHFC"), with adjustments and certain exceptions
as provided by FHFC. Eighteen (18) of the total eighty-eight
(88) Project units shall be occupied for households with
incomes at or below sixty percent (60%) of the median income
for the area, as determined by FHFC, with adjustments and
certain exceptions as provided FHFC. Seventy (70) of the total
eighty-eight (88) Project units shall be occupied by households
with incomes at or below one hundred percent (100%) of the
median income for the area, as determined by FHFC, with
adjustments and certain exceptions as provided FHFC. Income
Restrictions apply to these units as provided in this Agreement,
the Covenant, the other Bond Documents and the Legal
Requirements.
This Amended Agreement and all other documents that may
now or hereafter evidence or secure the Bond Funds, together
with other documents executed in connection therewith or
presented by the Project Sponsor to the City in connection
therewith or herewith, and all amendments, extensions and
renewals to any of the foregoing
The revised loan in the amount of $12,000,000.00 from the City
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1.6 Bond Program:
1.7 Bond Requirements:
1.8 Code:
to the Project Sponsor for Project construction, of which up to
Four Million and 00/100 Dollars ($4,000,000.00) will be used
for the Project's Up Front Construction Costs.
The program guidelines passed and adopted on March 14,
2019 by the City of Miami Commission in Resolution R-19-
0111, and any amendments thereto, and the program guidelines
passed and adopted on July 25, 2019 by the City of Miami
Commission in Resolution R-19-0325, and any amendments
thereto,
The requirements contained in (i) City of Miami Resolution
R-19-0111 adopted by the City of Miami Commission on
March 14, 2019, and any and all exhibits and amendments
thereto, (ii) City of Miami Resolution R-19-0062 adopted by
the City of Miami Commission on February 14, 2019, and any
and all exhibits and amendments thereto, and (iii) the Miami
Forever Bond Validation Final Judgment that was recorded on
December 27, 2019 in Official Records Book 31743 at Page
4365 of the Public Records of Miami -Dade County, Florida.
The Internal Revenue Code of 1986, as amended, and any
successor statute, as it applies to low income housing credit
dollar amounts, together with all applicable final, temporary
proposed U.S. Treasury Regulations and Revenue Rulings
thereunder.
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1.9 Close -Out of the Project
or Project Completion:
1.10 Contract Records:
1.11 Effective Date:
1.12 HUD:
1.13 Legal Requirements:
1.14 Mortgage:
I.15 Payment Date:
The date on which the Project has obtained all of the required
certificate(s) of occupancy, all Bond Assisted Units have been
leased to eligible tenants, and HCD has accepted the Borrower's
Financial Close -Out Package.
Any and all books, records, documents, information, data, papers,
letters, materials, electronic storage data and media, whether
written, printed, computerized, electronic or electrical, however
collected or preserved which are or were produced, developed,
maintained, completed, received or compiled by or at the direction
of the Project Sponsor or any Project contractor or subcontractor in
carrying out the duties and obligations required by the terms of this
Agreement, including, but not limited to, financial books and
records, ledgers, drawings, maps, pamphlets, designs, electronic
tapes, computer drives and diskettes or surveys.
The date on which the City Clerk's attestation is affixed to this
Agreement.
The U.S. Department of Housing and Urban Development.
The Bond Requirements, the Miami Forever Bond Validation Final
Judgment that was recorded on December 27, 2019 in Official
Records Book 31743 at Page 4365 of the Public Records of Miami -
Dade County, Florida, the Rules of the FHFC, and any requirements
imposed by the City and all local, state and federal requirements
relating thereto and/or pertaining to the development, construction
and/or operation of the Project under the Bond Program.
The Mortgage and Security Agreement collateralizing the Loan,
executed by the Project Sponsor a copy of which is attached hereto
and incorporated herein as Exhibit "F."
Absent an event of default, the payment of the principal and any
accrued interest on the loan will be deferred to the end of the
Affordability Period, at which time the principal and accrued interest
are due and payable (if not due sooner by reason of acceleration).
Page 5 of 39
1.16 Project:
1.17 Property:
1.18 Term:
1.19 The Covenant:
1.20 Low Income
Household:
1.21 The Note:
1.22 OMl'1"1ED
1.23 Permitted Senior
Financing:
1.24 OMI1"1ED
1.25 Moderate Income
Household:
New Construction of residential apartment units at 829-845- 847
Southwest 8 Street Miami, FL 33130. The project will consist of a total
of eighty eight (88) units, comprised of forty-five (45) one-
bedroom/one-bathroom units; and thirty- one (31) two-bedroom/one-
bathroom units. The City Assisted Units shall be comprised as follows:
twelve (12) one-bedroom/one-bathroom units to be occupied by Low
Income Households; six (6) two-bedroom/one-bathroom units to be
occupied by Low Income Households; forty-five (45) one-
bedroom/one-bathroom units to be occupied by Moderate Income
Households; and twenty-five (25) two- bedroom/one-bathroom units to
be occupied by Moderate Income Households. All eighty-eight (88)
Project units shall be City -assisted units and shall be subject to the Bond
Requirements and the Amended Loan Documents throughout the
Affordability Period.
The real property located at 829-845-847 Southwest 8 Street Miami, FL
33130, as legally described in Exhibit "A" attached hereto and
incorporated herein.
The period commencing on the Effective Date hereof and ending at the
expiration of the Affordability Period, unless this Amended Agreement
is terminated sooner as provided for herein.
An Amended Declaration of Restrictive Covenants executed by the
Borrower and to be recorded in the Public Records of Miami -Dade
County, Florida to ensure that all of the Assisted Units will qualify and
remain Affordable, in the amount and the percentages identified herein,
during the Affordability Period.
A person or household whose annual income does not exceed sixty
percent (60%) of the median income for the area, as determined by
FHFC with adjustments for smaller and larger families and with
certain exceptions as provided by FHFC.
The Amended Promissory Note of even date herewith evidencing the
Amended Loan, executed by the Project Sponsor in favor of the City.
The loan(s) specified to be senior to the Amended Loan as seen in
Schedule A, attached hereto and incorporated herein.
A person or households with income at or below one hundred percent
(100%) of the median income for Miami- Dade County, FL as
determined by FHFC, with adjustments and certain exceptions as
provided by FHFC.
Page 6 of 36
ARTICLE II
POND FUNDS
Upon satisfaction of all conditions set forth herein, the City shall disburse the Bond Funds to the Project
Sponsor for the purposes herein set forth.
2.1 USE OF FUNDS. The Essence Miami Project consisting of eighty eight (88) rental units, which
are all for Low Income Households to Moderate Income Households. Eighty-eight (88) Project units shall be set
aside for Low Income Households and Moderate -Income Households as Bond Assisted Units.
The Bond funds shall be used for capital construction costs in accordance with the Scope of Work
attached hereto as Exhibit "B" and the Budget attached hereto as Exhibit "C". No portion of the Bond funds shall
be used for operating expenses of the Project.
2.2 COSTS INCURRED BY THE CITY. Notwithstanding any other provision of this Agreement, the
Project Sponsor understands and agrees that $10,000.00 of the Bond Funds awarded to the Proj ect shall be withheld
from the first disbursement and used by the City to cover costs incurred by the City in administering this Amended
Agreement and the Bond Program. Such costs may include, but are not limited to, environmental advertising costs,
signage and recording fees. The $10,000.00 will be charged to the Project; any unused portion of such amount
shall be automatically de -obligated and retained by the City.
2.3. COMMITMENT FEE. Project Sponsor agrees to pay the City a $5,000.00 commitment fee prior
to the disbursement of any Bond Funds.
2.4. RETAINAGE. Five percent (5%) of each draw request will be retained until the City has received,
at the Borrower's sole cost, a Final Cost Certification prepared by an independent certified public accountant, both in
form and substance acceptable to the City.
2.5 DISBURSEMENT. The Bond Funds shall be disbursed in accordance with the Budget attached
hereto and incorporated herein as Exhibit "C" and in the manner set forth in that certain Amended Disbursement
Agreement of even date herewith, a copy of which is attached hereto and incorporated herein as Exhibit "D" (the
"Amended Disbursement Agreement"). Bond Funds shall not be disbursed until the City receives evidence that the
Project Sponsor has acquired the approved permits for the entire Project.
Notwithstanding any provision herein or in any of the Amended Loan Documents to the contrary,
the Bond Funds shall not be available for disbursement hereunder until an environmental clearance report, in a
form satisfactory to the City ("Environmental Clearance Report"), is received by the City or confirmation of
exempt status has been obtained for the Project. This Amended Agreement and the City's obligations hereunder
and under any and all of the Loan Documents, including, but not limited to, the City's obligation to disburse Bond
Funds hereunder, shall automatically terminate in the event that within six (6) months of the Effective Date hereof
such Environmental Clearance Report or confirmation of exempt status has not been obtained for the Project.
2.6 REPAYMENT OF BOND FUNDS. Repayment by the Project Sponsor of principal, accrued
interest, and other costs and charges set forth in the Bond Loan Documents shall be repaid as follows:
Each year after the Close -Out of the Project, on the anniversary of the Close -Out date, Maker must
pay fifteen thousand dollars ($15,000.00) to Lender, representing a point one twenty-five percent
(0.125%) interest rate, for fifteen (15) years. All other payments of principal, interest, and all other
charges, expenses, and fees shall be made in accordance with the terms and conditions of the Note.
Page 7 of 36
2.7 REIMBURSEMENT OF BOND FUNDS: The City shall reimburse Bond Funds upon the
following: Eligible Project costs will be reimbursed with the submission of the appropriate request for payment
from and all relevant partial releases of lien for the previous draw down. The fmal reimbursement request must
include the fmal release of liens and also a certification by the general contractor and each subcontractor that there
has been no kick -back according to the form that will be provided by the City.
ARTICLE III
DISBURSEMENT REQUIREMENTS
3.1 CONDITIONS OF DISBURSEMENT OF BOND FUNDS. The City shall not be obligated to
disburse the Bond Funds, in accordance with Exhibit "D," unless and until the City has received the following:
3.1.1 Title Insurance. A title insurance commitment issued by a title insurance company acceptable
to the City identifying the City's insurable interest in the Property, together with copies of all
instruments which appear as exceptions therein. The title commitment and policy shall be
issued without exceptions, except for those exceptions permitted by the City, and shall include
such affirmative coverage as the City shall require.
3.1.2 Survey. An original current survey of the Property made by a registered surveyor satisfactory
to the City and the title company and containing such certifications as the City and the title
company may require.
3.1.3 Zoning. Evidence that the Property and the proposed improvements comply with all
applicable zoning ordinances.
3.1.4 Corporate Documents.
(a) The operating agreement, or its equivalent, as appropriate, and a good standing
certificate for .the Project Sponsor certified by the appropriate governmental
authority.
(b)
Resolutions, and incumbency certificates, or, in the case of a limited liability
company, their equivalent, if applicable, certified by the manager or other authorized
signer, authorizing the consummation of the transactions contemplated hereby, all
satisfactory to the City.
(c) Evidence satisfactory to the City that the Project Sponsor is qualified to receive funds
under the Bond Program in accordance with the Bond Requirements.
3.1.5 Insurance Policies. The Project Sponsor shall obtain and furnish evidence of insurance
coverage as the City may require in connection with the Project, which may include, but is
not limited to, the following:
(a) Commercial General Liability with limits of not less than $1,000,000.00 per
occurrence and $2,000,000.00 aggregate, protecting against property damage,
advertising injury claims, personal injury and bodily injury, including death. The
insurance policy shall be written on a primary and non- contributory basis and shall
farther list the City as an additional insured.
(b)
Business Auto Liability affording coverage on all owned autos, including hired and
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non -owned auto exposures with limits of $300,000 per accident. The City shall be
listed as an additional insured. A letter can be submitted if no auto exposure is
anticipated.
(c) Workers' Compensation and Employer's liability coverage subject to the statutory
limits as required by the laws of the State of Florida. A letter can be submitted if
Project Sponsor has less than (4) employees.
The Project Sponsor shall be required to obtain and maintain at all times the insurance
coverage outlined under this Section, and shall further furnish evidence to the City of such. In
addition, the Project Sponsor shall require its contractors to furnish certificates of insurance in
accordance to Exhibit "J." All such policies shall provide the City with a written notice of
cancellation or material change from the insurer not less than thirty (30) days prior to any such
cancellation or material change, and all such policies shall be written by insurance companies
satisfactory to the City.
Failure of the Project Sponsor to submit all required evidence of the specified insurance
coverage fourteen (14) calendar days prior to the start of Project shall delay the disbursement
of the Bond Funds.
3.1.6 Operative Documents. This Amended Agreement, the Amended Note, the Amended Mortgage,
the Amended Covenant, the Amended Rent Regulatory Agreement, as defined hereunder, the
Amended Disbursement Agreement, and any and all other Loan Documents shall be duly and
lawfully executed by the Project Sponsor, as applicable, and in recordable form, where
appropriate.
3.1.7 Appraisal. A current appraisal of the Property made by a member of the American Institute of
Real Estate Appraisers.
3.1.8 List of Contractors and Subcontractors. A list of all of the Project contractors and
subcontractors as of the date of execution of this Amended Agreement, and copies of all
contracts in excess of $10,000 for the performance of services or the supply of materials in
connection with the Project to be funded pursuant to this Amended Agreement.
3.1.9 Compliance with Bond Requirements. All other documents required by the Bond Program
evidencing compliance with Bond Requirements.
3.1.10 Historic Preservation Review. All applicable requirements of the State of Florida Historic
Preservation Department shall have been met prior to the disbursement of any funds
hereunder.
3.1.11 Environmental Report. The Project Sponsor shall submit all information requested by the City
with respect to the Project including, but not limited to, Phase I and Phase II Environmental
Assessment Reports, as applicable.
3.1.12 Audit Report. The Project Sponsor shall submit to the City audit reports as are required
herein.
3.1.13 Personnel Policies and Administrative Procedure Manuals. The Project Sponsor shall submit
detailed documents describing the Project Sponsor's internal corporate organizational
structure, property management and procurement policies and procedures, personnel
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management, accounting policies and procedures, etc. Such information shall be submitted to
the City within thirty (30) days of the execution of this Agreement and prior to the
disbursement of any funds hereunder.
3.1.14 Certificate Regarding Lobbying. Such Certificate Regarding Lobbying as may be requested
by the City.
3.1.15 Certificate Regarding Debarment. Suspension. and Other Responsibility Matters. Such
Certificate Regarding Debarment, Suspension and Other Responsibility Matters as may be
requested by the City.
3.1.16 Public Entity Crime Affidavit. Such Public Entity Crime Affidavit as may be required
by the City.
3.1.17 Environmental Clearance. Project construction must not commence, or if construction
had commenced at the time of application for Bond funds, construction must cease
immediately, until City has conducted an environmental review and has issued a certification,
or its functional equivalent, in writing, to Project Sponsor.
3.1.18 Project Sponsor Compliance. The Project Sponsor (or any related entity) shall be in full
compliance with the requirements of other funded City projects that are either under
construction or in their affordability periods, including, but not limited to, the requirements of
OMB Circular No. A-133 and any other reporting and insurance requirements imposed by the
City for those projects.
3.1.19 Affidavit. No Finder's Fee Affidavit, attached hereto and incorporated herein as Exhibit K.
3.1.20 Delivery of Other Documents. All other documents reasonably required by the City.
3.1.21 Anti -Human Trafficking Affidavit. Such Anti -Human Trafficking Affidavit as required
herein, attached hereto as Exhibit "H" and made a part hereof.
3.2. This Agreement shall be governed by the insurance requirements set forth in Exhibit "J," attached
hereto and incorporated herein, and any applicable provisions set forth in Article III.
ARTICLE IV
RONJ) REOUIREMENTS
The Project Sponsor shall comply with the following Bond Requirements:
4.1 GENERAL.
4.1.1 The Project Sponsor shall maintain current documentation that its activities qualify under the
Bond Requirements and the Bond Program.
4.1.2 The Project Sponsor shall ensure and maintain documentation that conclusively
demonstrates that each activity assisted in whole or in part with Bond Funds is an activity
which benefits Low and Moderate -Income Households/persons.
4.1.3 INTENTIONALLY OMI1' 1ED
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4.1.4 The Project Sponsor shall agree in writing to comply with any and all requirements as may
be set forth in the Site Environmental Clearance Statement executed in connection herewith.
4.1.5 The Project Sponsor shall cooperate with the City in informing the appropriate citizen
participation structures, including the appropriate area committees, of the activities of the
Project Sponsor in adhering to the provisions of this Amended Agreement. Representatives
of the Project Sponsor shall attend meetings of the appropriate citizen participation
committees/structures upon the request of citizen participation officers or the City.
4.1.6 The Project Sponsor shall, to the greatest extent possible, give low and moderate income
residents of the service community oppoliunities for training and employment.
4.1.7 The Project Sponsor shall comply with all applicable displacement and relocation
requirements.
4.2 REAL PROPERTY.
4.2.1 The following restrictions shall apply to all real propeliy acquired or improved in
whole or in part with Bond Funds. The property must either be:
(a) Used in compliance with at least one of the Bond Programs, used in compliance
with the Covenant, and used in compliance with the Bond Requirements, or
(b)
If not used in accordance with paragraph (a) above, then that shall constihlte an
event of default and Project Sponsor shall pay to the City an amount equal to the
amount of Bond Ftmds disbursed at the time of default plus accrued interest.
4.2.2 The following shall be a condition precedent to the execution and delivery of this Amended
Agreement and the other Bond Documents: All real property purchased in whole or in part
with funds for this and previous Agreements with the City, or transferred to the Project
Sponsor after being purchased in whole or in part with funds from the City, shall be listed
in the property records of the Project Sponsor and shall include: a legal description; size;
address and location; owner's name if different from the Project Sponsor; information on
the transfer or disposition of the property; and a map indicating whether property is in
parcels, lots, or blocks and showing adjacent streets and roads. The propeliy records shall
describe the programmatic purpose for which the property was acquired and identify the
Bond Program activity that will be completed. If the property was improved, the records
shall describe the programmatic purpose for which the improvements were made and
identify the Bond Program activity that will be completed.
4.3 PERSONAL PROPERTY. Ownership of all non -expendable personal property purchased in whole
or in part with Bond Funds given to the Project Sponsor pursuant to the terms of this Amended Agreement
shall vest in the City.
4.3.1 Definitions.
(a) Personal Property. Personal Property of any kind except real property:
1) Tangible. All personal property having physical existence.
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(b)
2) Intangible. All personal property having no physical existence such as
patents, inventions and copyrights.
Non -expendable Personal Property. Tangible personal property of a non-
consumable nature, with a value of $500 or more per item, with a normal
expected life of one or more years, not fixed in place, and not an integral part of
a structure, facility, or another piece of equipment.
(c) Expendable Personal Property. All tangible personal property other than non -
expendable property.
4.3.2 Requirements. The Project Sponsor shall comply with the non -expendable personal property
requirements stated below:
(a) All non -expendable personal property purchased in whole or in part with funds
from this and previous contracts with the City shall be listed in the property records
of the Project Sponsor and shall include: a description of the property; location;
model number; manufacturer's serial number; date of acquisition; funding source; -
unit cost; property inventory number; information on its condition; and information
on the transfer, replacement, or disposition of the property.
(b) All non -expendable personal property purchased in whole or in part with funds
from this and previous contracts with the City shall be inventoried annually by the
Project Sponsor in an inventory report submitted to the City when and as requested
by the City. The inventory report shall include the elements listed in Paragraph
4.3.2(a), above.
4.4 DISPOSITION. The Project Sponsor shall obtain the prior written approval of the City for the
disposition of real or personal property purchased in whole or in part with Bond Funds with approval shall
not be unreasonably withheld and shall dispose of all such property in accordance with instructions from the
City. Those instructions may require the return of all such property to the City.
4.5 GENERAL CONTRACTORS SUBCONTRACTS AND ASSIGNMENTS.
4.5.1 The Project Sponsor shall ensure that all contracts with contractors, subcontractors and
assignments funded with the Bond Funds:
(a) Identify the full, correct, and legal name of all parties;
(b) Describe the activities to be performed;
(c) Present a complete and accurate breakdown of its price component;
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(d) Incorporate a provision requiring compliance with all applicable regulatory and
other requirements of this Agreement, and with any other conditions and/or
approvals that the City may deem necessary. The requirements of this paragraph
apply to subcontracts and assignments in which parties are engaged to carry out any
eligible substantive programmatic service, as may be defined by the City, set forth
in this Amended Agreement. The City shall in its sole and absolute discretion
determine when services are eligible substantive programmatic services and subject
to the audit and record -keeping requirements described in this Amended
Agreement; and
(e) Incorporate the language of the Certificate Regarding Lobbying executed in
connection herewith.
4.5.2 The Project Sponsor shall incorporate in all consultants and other subcontracts the following
provision:
[Project Sponsors is not responsible for any insurance or other fringe benefits, e.g., social
security, income tax withholding, retirement or leave benefits, for the consultant or
employees of the consultant that are normally available to direct employees of [Project
Sponsor}. The consultant assumes full responsibility for the provision of all insurance and
fringe benefits for himself/herself/itse f and for employees retained by the consultant in
carrying out the Scope of Work provided in this subcontract.
4.5.3 The Project Sponsor shall be responsible for monitoring the contractual performance of all
subcontracts.
4.5.4 The Project Sponsor shall submit to the City for its review and reasonable confirmation any
subcontract engaging any party who agrees to carry out any substantive programmatic
activities, to ensure its compliance with the requirements of this Amended Agreement. The
City's review and confirmation shall be obtained prior to the release of any funds for the
Project Sponsor's subcontractor(s).
4.5.5 The Project Sponsor shall receive written approval from the City prior to either assigning
or transferring any obligations or responsibility set forth in this Amended Agreement.
4.5.6 Approval by the City of any subcontract or assignment shall not under any circumstances
be deemed to be the City's agreement to incur any obligations in excess of the total dollar
amount agreed upon in this Amended Agreement.
4.5.7 The Project Sponsor and its subcontractors shall comply with Chapter 18/Article X of the
Code of the City of Miami, Florida, as amended ("City Code"), entitled "Finance/Living
Wage Requirements for Service Contracts and City Employees", the Copeland Anti -Kick
Back Act, the Contract Work Hours and Safety -Standards Act, the Lead -Based Paint
Poisoning Prevention Act, the Residential Lead Based
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Paint Hazard Reduction Act of 1992 (and implementing regulations at 24 C.F.R. Part 35),
and any other applicable laws, ordinances and regulations.
4.5.8 Upon request from the City, the Project Sponsor shall submit to the City all proposed
Solicitation Notices, Invitations for Bids, and Requests for Proposals.
4.6 REPORTING OBLIGATIONS. The Project Sponsor is subject to compliance reporting
requirements related to previously funded City projects which are under construction or in the
Affordability Period including applicable Office of Management and Budget (OMB) Circular(s)
reporting and current insurance certificates.
4.6.1 The Project Sponsor shall submit, as required by the City, the following:
4.6.1.1 Progress Reports. The Project Sponsor shall submit status reports and projected
completion dates to describe the progress made by the Project Sponsor in achieving each of
the objectives identified in Exhibit "B." The Project Sponsor shall also submit an Earned
Income Report in such form as may be required by the City. Both the Progress Report and
the Earned Income Report shall be provided to the City on a quarterly basis until Project
Completion.
4.6.1.2 Inventory Report. The Project Sponsor shall report all real property and all non -
expendable personal property as specified in Paragraphs 4.2 and 4.3 hereof. Such report
shall be submitted as requested by the City.
4.6.1.3 Affirmative Action Plan. The Project Sponsor shall report to the City such
information relative to the equality of employment opportunities whenever requested by the
City.
4.6.1.4 Assurance of Compliance with Section 504 of the Rehabilitation Act. The
Project Sponsor shall report on compliance with Section 504 of the Rehabilitation Act,
whenever requested by the City.
4.6.1.5 Affirmative Marketing Plan and Report, The Project Sponsor shall report to
the City annually on all actions taken to comply with the affirmative marketing
requirements provided in Exhibit E.
4.6.1.6 List of Subcontractors. The Project Sponsor shall provide a list of all Project
contractors and subcontractors, and copies of all contracts in excess of $10,000 for the
performance of services or the supply of materials in connection with the Project.
4.6.1.7 Affordability Report. On February 1 (or on such other date that the City shall
authorize in writing) of each year during the Affordability Period, the Project Sponsor shall
provide a report describing the previous year's compliance with the affordability
requirements set forth herein. The Affordability Report shall be accompanied by such
substantiating documentation as the City shall request.
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4.6.1.8 All such other reports as may be reasonably requested by the City.
4.6.2 Federal, State and County Laws and Regulations.
4.6.2.1 The Project Sponsor shall comply with all applicable uniform
administrative requirements as described in 24 C.F.R §570.502.
4.6.2.2 The Project Sponsor shall carry out each activity in compliance with all Federal
laws, regulations and requirements described in subpart K of 24 C.F.R. Part 570, except that
the Project Sponsor does not assume: (1) the City's environmental responsibilities described
in Section 570.64 and, (2) the City's responsibility for initiating the review process under
the provisions of 24 C.F.R. Part 52.
4.6.2.3 The Project Sponsor shall comply with all applicable federal laws, regulations
and requirements including, but not limited to: 24 C.F.R. Part 570; 24 C.F.R. Part 85,
Section 504 of the Rehabilitation Act of 1973, as amended, which prohibits discrimination
on the basis of handicap; Title VI of the Civil Rights Act of 1964, as amended, which
prohibits discrimination on the basis of race, color, or national origin; the Age
Discrimination Act of 1975, as amended, which prohibits discrimination on the basis of
age; Title VIII of the Civil Rights Act of 1968, as amended, and Executive Order 11063,
which prohibits discrimination in housing on the basis of race, color, religion, sex, or
national origin; Executive Order 11246, which requires equal employment opportunity; and
with the Energy Policy and Conservation Act (Pub. L. 94-163), which requires mandatory
standards and policies relating to energy efficiency.
4.6.2.4 If the amount payable to the Project Sponsor pursuant to the terms of this
Agreement is in excess of $100,000.00, the Project Sponsor shall comply with all applicable
standards, orders, or regulations issued pursuant to the Clean Air Act of 1970 (42 U.S.C.
7401 et. seq.), as amended; the Federal Water Pollution Control Act (33 U.S.C. 1251), as
amended; Section 508 of the Clean Water Act (33 U.S.C. 1368); Environmental Protection
Agency regulations (40 C.F.R. Part 15); and Executive Order 11738.
4.6.3 Audits, Other Information and Records.
4.6.3.1 Commencing with the fiscal year ending immediately following the Close-out
of the Project, the Project Sponsor shall submit to the City an audit conducted by an
independent certified public accountant or firm of independent certified public accountants
in accordance with generally accepted auditing standards, including audited financial
statements and a report on compliance with laws and regulations based on the audit of
financial statements. Two copies of each such audit must be delivered to the City no later
than six (6) months following the end of each Project Sponsor fiscal year.
Each such audited financial statement is to be for the twelve (12) months ending December
31 and shall include:
a. Comparative Balance Sheet with prior year and current year
balances;
b. Statement of revenue and expenses;
c. Statement of changes in fund balances or equity;
d. Statement of cash flows; and
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e. Notes
The financial statements shall be accompanied by a certification of the Project Sponsor as
to the accuracy of such financial statements.
Subject to paragraph 7.1(i), a late fee of $500 will be assessed by the City for failure to submit
any of the required audited financial statements or the certification each year as required.
Upon request, the Project Sponsor shall also furnish to the City unaudited financial
statements of the Project Sponsor certified by the Project Sponsor's principal financial or
accounting officer, covering such financial matters as the City may request, including
without limitation, monthly statements with respect to the Project.
4.6.3.2 The Project Sponsor shall ensure that the Contract Records shall be at all times
subject to and available for foll access and review, inspection or audit by the City and
federal personnel and any other personnel duly authorized by the City.
4.6.3.3 The Project Sponsor shall include in all Project subcontracts, each of the record
keeping and audit requirements detailed in this Agreement. The City shall in its sole
discretion determine when services are subject to the audit and recordkeeping
requirements described above.
4.6.3.4 The Project Sponsor shall include in all subcontracts to carry out any eligible
substantive programmatic services, as such services are described in this Amended
Agreement and defined by the City, each of the record keeping and audit requirements
detailed in this Agreement. The City shall in its sole discretion determine when services are
eligible substantive programmatic services and subject to the audit and recordkeeping
requirements described above.
4.7 RECORDS. The Project Sponsor shall establish and maintain sufficient records to enable the City
to determine whether the Project Sponsor has met requirements of the Bond Program and this Amended
Agreement. The Project Sponsor shall maintain all Contract Records in accordance with generally accepted
accounting principles, procedures, and practices, which records shall sufficiently and properly reflect all
revenues and expenditures of finlds provided directly or indirectly by the City pursuant to the terms of this
Amended Agreement.
At a minimum, the following records shall be maintained by the Project Sponsor:
4.7.1 Records providing a full description of each activity assisted (or being assisted) with Bond
Funds, including its location (if the activity has a geographical locus), the amount of Bond
Funds budgeted, obligated and expended for the activity, and the specific provision of the
Bond Program under which the activity is eligible.
4.7.2 Records demonstrating that each activity undertaken meets at least one of the criteria set
forth in the Bond Program.
4.7.3 Records that demonstrate compliance with all applicable requirements relating to the use
of real property acquired or assisted with Bond Funds.
4.7.4 Records that demonstrate compliance with all applicable requirements relating to
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acquisition, displacement, relocation and relocation housing.
4.7.5 Records containing data on the extent to which each racial and ethnic group and single -
headed households (by gender of household head) have applied for, participated in, or
benefited from, any program or activity funded in whole or in part with Bond Funds.
4.7.6 Records containing data indicating the race and ethnicity of households (and gender by single
heads of household) displaced as a result of Bond funded activities, together with the
address and census tract of the housing units to which each displaced household relocated.
4.7.7 Intentionally Omitted.
4.7.8 Data indicating the racial/ethnic character of each business entity receiving a contract or
subcontract of $25,000 or more paid, or to be paid, with Bond Funds, and such additional
information as is required pursuant to 24 C.F.R §570.506(g)(6).
4.7.9 Financial records in accordance with the applicable requirements listed in 24 C.F.R. §570.502.
4.7.10 Records required to be maintained in accordance with other applicable laws and regulations
including but not limited to those that arc set forth in Subpart K of 24 C.F.R. part 570.
4.8 RETENTION AND ACCESSIBILITY OF RECORDS.
4.8.1 The City shall have the authority to review the Contract Records throughout the Retention
Period (as hereinafter defined). All books of account and supporting documentation shall be kept by the
Project Sponsor at least until the expiration of the Retention Period.
The Project Sponsor shall maintain records sufficient to meet the requirements of 24 C.F.R. Part
570. All records and reports required herein shall be retained and made accessible as provided
herem 1 der.
The Project Sponsor shall ensure that the Contract Records shall be at all times subject to and
available for full access and review, inspection and audit by the City and any other personnel duly
authorized by the City.
ARTICLE V
REPRESENTATIONS AND WARRANTIES OF THE PROJECT SPONSOR
The Project Sponsor represents and warrants to the City as follows:
5.1 ORGANIZATION AND EXISTENCE. The Project Sponsor is a Florida limited liability
company duly organized, validly existing and in good standing under the laws of the State of Florida and
has full power and authority to conduct its business as presently conducted, to receive the Bond Funds and
operate the Project.
The Project shall comply with all applicable Bond Requirements. The Project Sponsor has full
power and authority to perform the provisions hereof and of its agreements and undertakings with the
City and to perform the transactions contemplated hereby, and such execution and performance have
been duly authorized by all necessary corporate or other approvals and actions.
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5.2 CORRECTNESS OF DOCUMENTS. The cost estimates, Budget, schedules, and all other
documents furnished to the City in accordance with the Bond Program, this Amended Agreement, and/or
the other Bond Documents, are true and correct in all material respects and accurately set forth the facts
contained therein and neither misstate any material fact, nor, separately or in the aggregate, fail to state
any material fact necessary to make the statements made therein not misleading.
5.3 ABSENCE OF PROCEEDINGS ACTIONS AND JUDGMENTS. There are no conditions,
circumstances, events, agreements, documents, instruments, restrictions, actions, suits or proceedings
pending or threatened against or affecting the Project Sponsor, the Project, or the Property which could
adversely affect the Project Sponsor's ability to comply with this Agreement and/or the Bond Program,
complete or operate the Project or to perform its obligations hereunder or which would constitute an
Event of Default hereunder or under the other Bond Documents regardless of the giving of notice or the
passage of time or both. There are no outstanding or unpaid judgments or arbitration awards against the
Project Sponsor.
5.4 NON -DEFAULT. The Project Sponsor is not in default or violation with respect to any Legal
Requirement, nor is it in default under or in material breach of any instrument or agreement to which it is
a party or by which it otherwise may be bound. The execution and delivery of this Amended Agreement
and the other Amended Bond Documents, the consummation of the other transactions contemplated
hereby, and the development of the Project as contemplated hereby and by the other Amended Bond
Documents: (i) do not and will not conflict with or result in violation of any Legal Requirement or in
the breach or default under any indenture, contract, agreement or other instrument to which the
Project Sponsor is a party or by which it may be bound; and (ii) have been duly authorized by all necessary
actions and approvals, whether corporate or otherwise.
5.5 VALID OBLIGATIONS. This Amended Agreement and all of the other Amended Bond Documents,
when executed and delivered, shall constitute the duly authorized, legal, valid and binding obligations of the
Project Sponsor and will be enforceable in accordance with their respective terms.
5.6 MARKETABLE TITLE. The Project Sponsor has good and marketable title to the Property, subject
only to: (a) the exceptions and other matters set forth in that certain Title Insurance Commitment (Order
Number 1615192), issued by Old Republic National Title Insurance Company, effective as of May 18, 2025,
at 11:00pm, as endorsed. (collectively, the "Title Commitment and Exceptions"); and (b) from time to time,
the granting of utility and similar easements on a non -material portion of the Property to utility and similar
service providers for the installation and maintenance of utility and similar service equipment and
components.
5.7 COMPLIANCE. The completion and use of the Project in accordance with the Scope of Work will
comply fully with all Legal Requirements, and with all limitations on the use of the Project, or any other
condition, grant, easement, covenant, or restriction, whether recorded or not. All necessary approvals, permits
and licenses for the construction, operation, and use of the Project have been unconditionally obtained and are
in full force and effect, or if the present state of construction of the Project does not allow such issuance, then
such approvals, permits and licenses will be issued when the Project is completed.
5.8 ENCROACHMENTS. When completed in accordance with the Scope of Work, the Project will not
encroach upon any building line, setback line, side yard line, or other recorded or visible easements or other
easements of which the Project Sponsor is aware which exists (or which the Project Sponsor has reason to
believe may exist) with respect to the Project, except as may be permitted by the City in writing.
5.9 SCOPE OF WORK. The Scope of Work is complete in all respects, and contains all details requisite
Page 18 of 36
for the Project which, when built and equipped in accordance therewith, shall be ready for the intended use
and occupancy thereof.
5.10 LEASES. There are no leases, tenancies, licenses or agreements for use of any part of the Property
other than as specifically disclosed to and approved in writing by the City, which, for avoidance of doubt (and
which the City hereby acknowledges and agrees), are limited to the leases for the rental of each Bond Assisted
Unit each which may be entered into from time to time.
5.11 PENDING ASSESSMENTS. The Project Sponsor has no knowledge of any pending or proposed
governmental action that would impair the operation or value of the Project or result in a special assessment
against the Project.
5.12 WASTE. The Project Sponsor shall not commit nor suffer waste nor negligence on the Project.
5.13 FRAUD. No fraud by the Project Sponsor has occurred in the qualification of the Project, the
Project Sponsor, the Borrower, and/or the Property under the Bond Program, the negotiation of this
Amended Agreement and the other Amended Bond Documents, nor in the transactions contemplated
hereby.
5.14 NO CASUALTY. No part of the Property and/or the Project has been damaged or has been
subjected to condemnation or other proceedings, and no such proceedings have been threatened.
5.15 NO CHANGES. There have been no material adverse changes in projected costs and
expenses of or from the Project or in the occupancy of the Property or any other features of the
transactions contemplated hereby as submitted to the City.
5.16 COMPLIANCE WITH LAWS AND REGULATIONS. The Project Sponsor will comply at all
times with all Legal Requirements. The Project Sponsor will comply at all times with the Bond
Requirements affecting the ownership, use, construction, lease and operation of the Project.
5.17 OTHER PROJECT FINANCING. The Project Sponsor has not applied for nor received, and
does not otherwise have available, in connection with the Project any other financing/funding, except for
those funds, loans and/or loan commitment previously identified in writing to, and approved by, the City
as set forth in the attached Schedule A.
5.18 REAFFIRMATION. Each of the representations and warranties set forth in this Article shall be
true at all times, and the Project Sponsor's acceptance of each draw of the Bond Funds hereunder shall I
be deemed to be a reaffirmation of each of the representations and warranties given in this Agreement.
ARTICLE VI
PROJECT SPONSOR'S OBLIGATIONS
6.1 SCOPE OF WORK. The Project Sponsor shall perform the Scope of Work as set forth herein
and on Exhibit "B" attached. The Bond Funds shall be used exclusively for Project related construction
costs, in accordance with the budget for such costs as approved by the City.
The Project Sponsor shall: (a) commence construction within six (6) months from the Effective
Date of the Agreement; (b) obtain all certificates of occupancy or temporary certificates of occupancy
required for the Project within eighteen (18) months from the Effective Date; (c) have all City Assisted Units
rented within twelve (12) months after the issuance of Project's certificate(s) of occupancy, but in no event
Page 19 of 36
later than thirty six (36) months from the Effective Date; and (d) have the Project inspected by an authorized
City Inspector and receive the appropriate clearance or certification that the construction/rehabilitation
work adheres to and conforms with the applicable City, county or state requirements, including, without
limitation, applicable building code requirements.
The Project Sponsor shall: (a) meet all of its obligations hereunder and under all of the Amended
Loan Documents executed in connection herewith, (b) rent and maintain the occupancy of all City
Assisted Units to Low and Moderate Income Households in accordance with the requirements of this
Amended Agreement, and provide to the City a certified rent roll evidencing the same, (c) throughout
the Affordability Period, rent all of the Assisted Units to Low and Moderate Income Households in accordance
with the requirements of this Amended Agreement, the Amended Rent Regulatory Agreement, which is attached
and incorporated as Exhibit "H", and the other Amended Loan Documents; and (d) throughout the
Affordability Period, comply with all applicable Legal Requirements and all applicable requirements hereof
and in the other Amended Loan Documents.
The tenant's portion of rents charged for Assisted Units shall be limited as set forth in the Amended
Rent Regulatory Agreement executed in connection herewith.
6.2 REPORTING OBLIGATIONS. The Project Sponsor shall submit to the City all reports as described
in Article 4 hereof, al ld all other reports that the City may reasonably require, in such form, manner, and
frequency as the City may require to monitor the progress of the Project and the Project Sponsor's performance
and compliance with this Amended Agreement and all Legal Requirements.
6.3 RETENTION OF RECORDS, The Project Sponsor shall retain all Contract Records for five (5) years
after expiration of the Affordability Period (hereinafter referred to as "Retention Period") subject to the
limitations set forth below:
(a) If the City or the Project Sponsor has received or is given notice of any kind indicating any
threatened or pending litigation, claim or audit arising out of the activities relating to the
Project or the Scope of Work or ml der the terms of this Amended Agreement, the Retention
Period shall be extended until such time as the threatened or pending litigation, claim or audit
is, in the sole and absolute discretion of the City, fully, completely and finally resolved.
(b) The Project Sponsor shall allow the City or any person authorized by the City full access to
and the right to examine any of the Contract Records during the Retention Period.
(c) The Project Sponsor shall notify the City in writing, both during the pendency of this
Amended Agreement and after its expiration or termination, as part of the final closeout
procedure, of the address where all Contract Records will be retained.
6.4 PROVISION OF RECORDS. All of the Contract Records are subject to the provisions of Chapter
119, Florida Statutes, commonly referred to as the "Public Records Law." Should Project Sponsor determine
to dispute any public access provision required by Florida Statutes, then Project Sponsor shall do so at its own
expense and at no cost to the City.
IF PROJECT SPONSOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO
PROJECT SPONSOR'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS AGREEMENT AS A PUBLIC CONTRACT,
Page 20 of 36
PLEASE CONTACT THE CITY'S CUSTODIAN OF PUBLIC
RECORDS AT TELEPHONE NUMBER 305-416-1800, EMAIL:
PUBLICRECORDS@MIAMIGOV.COM, AND MAILING
ADDRESS: PUBLIC RECORDS C/O OFFICE OF THE CITY
ATTORNEY, 9TH FLOOR, MIAMI RIVERSIDE CENTER, 444 S.W.
2ND AVENUE, MIAMI, FLORIDA 33130 OR THE CITY'S
DEPARTMENT OF HOUSING AND COMMUNITY
DEVELOPMENT'S CUSTODIAN OF RECORDS AT 2ND FLOOR,
14 NORTHEAST 1ST AVENUE, MIAMI, FLORIDA 33132.
The Project Sponsor shall provide to the City, upon request, all Contract Records. The requested
Contract Records shall be treated as public records of the City without restriction, reservation, or limitation
on their use and shall be made available by the Project Sponsor at any time upon request by the City, subject
to any applicable statutory exemptions which such Contract Records shall be conspicuously marked with the
specific statutory exemption by Project Sponsor.
If the Project Sponsor receives funds from, or is under regulatory control of, other governmental
agencies and those agencies issue monitoring reports, regulatory examinations, or other similar reports, the
Project Sponsor shall provide a copy of each such report and any follow- up communications and reports to
the City immediately upon such issuance unless such disclosure is a violation of those agencies' policies.
6.5 PRIOR APPROVAL. The Project Sponsor shall obtain the City's prior written approval prior to
undertaking any of the following with respect to the Project Sponsor, the Project and/or the Property:
(a) the sale, assignment, pledge, transfer, hypothecation or other encumbrance or disposition of
any proprietary or beneficial interest in the Project Sponsor, the Project or the Project
Sponsor's estate in the Property, or any change in the operating control of the Project Sponsor,
which shall require the prior approval of the City's HCLC or the City Commission, as
appropriate.
(b)
The disposition of any real property or any expendable personal property or non- expendable
personal property as provided in Article 4, except for personal property that suffers wear and
tear and needs replacement, and is replaced.
(c) OMITTED
(d) Any proposed Solicitation Notice, Invitation, for Bids or Request for Proposals relating to the
use of the Bond Funds.
(e) The disposal of any Contract Records during the Retention Period.
6.5.1 DISCRETION, The Director of the Department of Housing and Comlmmity Development of the
City of Miami shall have the discretion to approve and authorize, by way of Memorandum to the City
Manager, the execution of necessary documents to further Project Close -Out, provided, however, that no
material terms are affected.
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6.6 MONITORING. The Project Sponsor shall permit the City and other persons duly authorized
by the City to inspect all Contract Records, facilities, goods, and activities of the Project Sponsor that are in any
way connected to the activities undertaken pursuant to the terms of this Agreement, and/or to interview any
clients, employees, subcontractors, or assignees of the Project Sponsor. Following such inspection or
interviews, the City will deliver to the Project Sponsor a report of its findings. The Project Sponsor will rectify
all deficiencies cited by the City within the period of time specified in the report or provide the City with a
reasonable justification for not correcting the deficiencies. The City will determine, in its sole and absolute
discretion, whether or not the Project Sponsor's justification is acceptable.
6.7 CONFLICT OF INTEREST.
A. The Project Sponsor is aware of the conflict of interest laws of the City of Miami (Code of
the City of Miami, Florida, Chapter 2, Article V), of Miami -Dade County, Florida (Code of Miami -Dade
County, Florida, Section 2-11.1), and of the State of Florida (as set forth in Florida Statutes), and agrees that it
will fully comply in all respects with the terms thereof and any future amendments.
B. The Project Sponsor covenants that no person or entity under its employ presently exercising
any functions or responsibilities in connection with this Agreement has any personal financial interests, direct
or indirect, with the City. The Project Sponsor further covenants that, in the performance of this Agreement,
no person or entity having such conflicting interest shall be utilized in respect to the Scope of Work or services
provided hereunder. Any such conflict of interest(s) on the part of the Project Sponsor or its employees or
associated persons or entities must be disclosed to the City.
C. The Project Sponsor shall disclose any possible conflicts of interest or apparent improprieties
of any party under or in connection with the Legal Requirements, including the standards for procurement.
D. The Project Sponsor shall make any such disclosure to the City in writing within fifteen (15)
days after the Project Sponsor's discovery of such possible conflict. The City's determination regarding the
possible conflict of interest shall be binding on all parties.
E. No employee, agent, consultant, elected official or appointed official of the City, exercising
any functions or responsibilities in connection with the City's Bond Program or this Amended Agreement, or
who is in a position to participate in the decision -making process or gain inside information regarding Bond -
assisted activities, has any personal financial interest, direct or indirect, in this Amended Agreement, the
proceeds hereunder, the Project or the Project Sponsor, either for themselves or for those with whom they have
family or business ties, during their tenure or for one year thereafter.
6.8 RELATED PARTIES. The Project Sponsor shall report to the City the name, purpose for and any
other relevant information in connection with any related -party transaction. The term "related party
transaction" includes, but is not limited to, a transaction or relationship between the Project Sponsor and a for -
profit or nonprofit subsidiary or affiliate organization, an organization with an overlapping board of directors,
and an organization for which the Project Sponsor is responsible for appointing partnerships. The Project
Sponsor shall report this information to the City upon forming the relationship, or if already formed, shall
report such relationship prior to or simultaneously with the execution of this Agreement. Any supplemental
information shall be promptly reported to the City no later than inthe next required Progress Report, as described
above.
6.9 PUBLICITY AND ADVERTISEMENTS. The Project Sponsor shall ensure that all publicity
and advertisements prepared and released for the Project, by the Project Sponsor, such as pamphlets and news
releases, related to activities funded by this Amended Agreement, and all events carried out to publicize the
accomplishments of any activities funded by this Amended Agreement, recognize the City as one of its funding
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sources.
6.10 ADDITIONAL FUNDING, The Project Sponsor shall notify the City of any additional funding
received for any activity described in this Amended Agreement. Such notification shall be in writing and
received by the City within thirty (30) days of the Project Sponsor's notification by the funding source.
6.11 REVERSION OF ASSETS. The Project Sponsor shall return to the City upon the expiration
or termination of this Amended Agreement any Bond Funds on hand, any accounts receivable attributable to
the Bond Funds, and any overpayments due to unearned funds or costs disallowed pursuant to the terms of
this Agreement that were disbursed to the Project Sponsor by the City. Any funds not earmarked by the
Project Sponsor prior to the expiration or termination of this Amended Agreement shall be retained by the
City
6.12 REPAYMENT OF FUNDS PROCEDURES. The Project Sponsor shall repay to the City all funds
received by the Project Sponsor pursuant to this Amended Agreement all unpaid interest accrued thereon, and
all unpaid fees, charges and other obligations of the Project Sponsor due under any of the Amended Loan
Documents.
6.13 AFFIRMATIVE MARKETING. The Project Sponsor shall comply with the affirmative marketing
requirements and procedures provided on Exhibit E. Project Sponsor shall comply with the requirements of
the affordable housing notice to City Officials in City of Miami Ordinance #13491.
6.14 Intentionally Omitted.
6.15 SIGNAGE, ACKNOWLEDGEMENT, PUBLICITY. From the Effective Date until the Close -Out
of the Project, the Project Sponsor shall furnish signage identifying the Project and shall acknowledge the
contribution of the City by incorporating the seal of the City and the names of the City commissioners and
officials in and on all documents, literature, pamphlets, advertisements, and signage, permanent or otherwise.
All such acknowledgments shall be in a form acceptable to the City, as provided on Exhibit "I".
The Project Sponsor shall ensure that all publicity and advertisements related to the Project, which are
prepared by or at the direction of the Project Sponsor, such as pamphlets and news releases, and all events
carried out to publicize the Project, shall recognize the City as one of the Project's funding sources.
6.16 AFFIRMATIVE ACTION. The Project Sponsor shall not discriminate on the basis of race, color,
national origin, sex, religion, age, sexual orientation, marital or family status or handicap/disability in
connection with its performance under this Agreement or in connection with the construction of the Project or
the occupancy of any Project unit. Age discrimination and discrimination against minor dependents are also
not permitted. The Project Sponsor shall meet the fair housing requirements of24 C.F.R. § 570.904.
6.17 MAINTENANCE OF LEGAL EXISTENCE AND AUTHORITY, Project Sponsor shall maintain
its existence as a limited liability company and authority to conduct its business under the laws of the State
of Florida and the City Code.
6.18 COMPLIANCE REOUIREMENTS. The Project Sponsor shall comply at all times with all applicable
Bond Requirements including, but not limited to, those affecting the ownership, construction, use, and
operation of the Project, and all other Legal Requirements.
The Project Sponsor shall at any time and from time to time upon the request of the City, at Project
Sponsor's sole cost and expense, execute, acknowledge and deliver such further notices and other documents
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and perform such other acts as may, in the opinion of the City, be necessary, desirable or proper to carry out
more effectively the purposes of this Amended Agreement and the other Amended Loan Documents.
6.19 COMPLIANCE WITH SAFETY PRECAUTIONS. The Project Sponsor shall allow City inspectors,
agents or representatives the ability to monitor its compliance with safety precautions as required by federal,
state or local laws, rules, regulations and ordinances. By performing these inspections, the City, its agents, or
representatives are not assuming any liability by virtue of such laws, rules, regulations and ordinances. The
Project Sponsor shall have no recourse against the City, its agents, or representatives for the occurrence, non-
occurrence or result of such inspection(s).
Simultaneously with the submission of its first draw request to the City, the Project Sponsor shall
contact the City's Risk Management Department Safety Unit in writing to coordinate such inspection(s).
The Project Sponsor shall affirmatively comply with all applicable provisions of the Americans with
Disabilities Act ("ADA") in the course of providing any work, labor or services funded by the City, including
Titles I and II of the ADA (regarding nondiscrimination on the basis of disability) and all applicable
regulations, guidelines and standards.
6.20 DRAW REOUESTS. Each Request for Disbursement of hard costs must be signed by the Project
Sponsor, and/or the architect for the Project and the general contractor, if applicable, and each Request for
Disbursement of soft costs must be signed by the Project Sponsor, as more folly set forth in the Amended
Disbursement Agreement.
6.21 INSURANCE PROCEEDS. Notwithstanding anything to the contrary contained herein or in the other
Amended Loan Documents, the Project Sponsor may make insurance proceeds available for the restoration
and repair of the Property and the Project if all of the following conditions are met: (i) the Project Sponsor is
not in breach or default of any provision of the Mortgage or any other loan document between the Project
Sponsor and Lender; (ii) the Project Sponsor determines that there will be sufficient funds, through insurance
proceeds and contributions by the Project Sponsor, to (a) restore and repair the Property and the Project to a
condition as close as reasonably possible to what previously existed, and (b) meet all operating costs and other
expenses, payments for reserves and loan repayment obligations relating to the Property and the Project until
completion of the restoration and repair of the Property and/or the Project to a condition as close as reasonably
possible to what previously existed; (iii) the Project Sponsor determines that the rental income of the Project,
after restoration and repair to a condition as close as reasonably possible to what previously existed, will be
sufficient to meet all operating costs and other expenses, payments for reserves and loan repayment obligations
relating to the Project, and (iv) the Project Sponsor has received the City's written concurrence with such
determination.
6.22 CONDEMNATION PROCEEDS. Notwithstanding anything to the contrary contained herein or in
the other Amended Loan Documents, the Project Sponsor may make proceeds of condemnation available for
the restoration and repair of the Property and the Project if all of the following conditions are met: (i) the
Project Sponsor is not in breach or default of any provision of the Amended Mortgage or any other Amended
Loan Document; (ii) the Project Sponsor determines that there will be sufficient fonds, through condemnation
proceeds and contributions by the Project Sponsor, to (a) restore and repair the Property and the Project to a
condition as close as reasonably possible to what previously existed, due consideration given to the portion of
the Property and the Project taken, and, (b) meet all operating costs and other expenses, payments for reserves
and loan repayment obligations relating to the Project until completion of the restoration and repair of the
Property and the Project to a condition as close as reasonably possible to what previously existed, due
consideration given to the portion of the. Property and the Project taken; and (iii) the Project Sponsor
determines that the rental income of the Project, after restoration and repair of the Property and the Project to
a condition as close as reasonably possible to what previously existed, due consideration given to the portion
Page 24 of 36
of the Property and the Project taken, will be sufficient to meet all operating costs and other expenses,
payments for reserves and loan repayment obligations relating to the Project, and (iv) the Project Sponsor have
received the City's written concurrence with such determination.
6.23 PREVIOUSLY FUNDED CITY PROJECTS. The Project Sponsor shall comply with: all applicable
reporting requirements relating to previously funded City projects which are under construction or in the
affordability period, including OMB A-133, and all applicable insurance requirements relating to such
projects.
ARTICLE VII
DEFAULT
7.1 The happening of any one or more of the following events shall constitute an Event of Default:
(a) In the event any of the Bond Assisted Units fails to remain Affordable at any time during the
Affordability Period, the Project Sponsor's failure to initiate action to cure such non-
compliance within five (5) business days of receipt of knowledge of the same.
(b)
If any term, condition or representation contained in this Amended Agreement or any of the
other Amended Bond Documents is untrue, substantially inaccurate or incomplete, or, if there
is a material misrepresentation of fact or fraud contained in any document(s) submitted in
support of this Amended Agreement.
(c) The substantial discontinuance of the construction of the Project for a period of fourteen (14)
days which discontinuance is, in the sole determination of the City, without satisfactory
cause.
(d) Except for Permitted Senior Financing, the sale, assignment, pledge, transfer, hypothecation
or other encumbrance or disposition of any proprietary or beneficial interest in the Project
Sponsor, the Project, or the Property, or any change in operating control of the Project
Sponsor without the prior approval of the City's HCLC or the City Commission, as
appropriate.
(e) In the event that the City determines, in its reasonable discretion, that the Project is not being
constructed in a good and workmanlike maimer in accordance with the Scope of Work, or
that the Project Sponsor is failing to comply promptly with any requirement or notice of
violation of law issued by or filed by the City or any department of any governmental
authority having jurisdiction over the Project Sponsor, or the Property.
(f)
(g)
Failure of the Project Sponsor to comply with any term, provision, covenant or obligation of
this Amended Agreement or any of the Amended Loan Documents, or the occurrence of all
event of default under any of the other Amended Loan Documents, subject to all applicable
cure periods.
Any change in zoning requirements or zoning classification of the Property, which in the
City's sole discretion would materially interfere with the completion of Project construction
or the ultimate operation of the Project as contemplated herein.
(h) In the event that the City determines, in its reasonable discretion, that there exists an event
of default under and pursuant to the terms of any other agreement or obligation of any kind
Page 25 of 36
(i)
or nature whatsoever of the Project Sponsor to the City, direct or contingent, whether now
or hereafter due, existing, created or arising.
Notwithstanding anything to the contrary, in the event that Project Sponsor fails to timely
deliver, to City, the required audited financial statement(s), then City, in its sole and absolute
discretion, may deem such a failure to be a material non -curable breach of this Agreement.
In such an event, City will notify Project Sponsor by a written communication. If City
determines, in its sole and absolute discretion, that it will not exercise its right under this
paragraph 7.1(i), then paragraph 4.6.3. shall govern untimely delivered audited financial
statement(s).
(j) In the event that Project Sponsor fails to timely deliver, to City, the Affordability Report, as
described in 4.6.1.7 herein.
(k) Project Sponsor declares bankruptcy and/or becomes insolvent, which shall result in
immediate acceleration of the Loan's repayment in foll.
(I)
City and Project Sponsor acknowledge that a senior mortgage default, which constitutes a
"Event of Default" under such senior mortgage unless waived by the Senior Lender,
constitutes an Event of Default under this Loan Agreement and the other Loan Documents.
In such an event, City may pursue any and all of its remedies, including but not limited to an
Acceleration of Debt, as described below.
(m) Project Sponsor acts in accordance with paragraph 4.2.1(b) herein.
ARTICLE VIII
REMEDIES
8.1 Upon the occurrence of any Event of Default, the City shall have the absolute right to refuse
to disburse any undisbursed portion of the Loan.
The City shall provide written notice of the occurrence of an Event of Default to the Project Sponsor,
after which the Project Sponsor shall have thirty (30) days to cure said applicable default (except for the
events described in Section 7.1 (b) and (d) and possibly (i) above for which the aforementioned cure period
shall not apply). Said notice shall be delivered by certified mail, return receipt requested, or by in person
delivery with proof of delivery.
In the event a default which is permitted to be cured cannot practicably be cured within thirty (30)
days, the Project Sponsor shall have such additional time as may he required to effect a cure, so long as (a)
the cure is commenced within thirty (30) days and is diligently prosecuted and (b) the lack of a cure during
such continuing cure period has no material adverse effect on the Project.
If an Event of Default shall continue uncured for a period of thirty (30) consecutive days following
written notice thereof to the Project Sponsor (except for the events described in Section 7.1 (b) and (d) and
(i) above for which the aforementioned cure period shall not apply and except for cures which are continuing
as provided in the preceding paragraph), and subject to the provisions of the last paragraph of this Section,
the City shall have the absolute right, at its option and election and in its sole discretion to:
(a) Specific Performance. Institute appropriate proceedings to specifically enforce
performance of the terms and conditions of this Amended Agreement;
Page 26 of 36
(b)
Acceleration of Debt, It is expressly agreed that the full amount of both principal
and interest due pursuant to the Amended Note shall become due and payable at the
option of the City on the happening of any Event of Default under the terms of this
Loan Agreement.
(c) Other Remedies. Exercise any other right, privilege or remedy available to the City
as may be provided by applicable law, or in any of the other Amended Bond
Documents.
It is lmderstood and agreed that the occurrence of an event of default under Section 7.1 (b) or (d) or
(i) shall immediately entitle the City to exercise any of the above -described remedies without the need to give
the Project Sponsor notice thereof or the opportunity to cure.
The rights and remedies of the City hereunder shall be cumulative and not mutually exclusive, and
the City may resort to any one or more or all of said remedies without exclusion of any other. No party other
than the City, whether the Project Sponsor or a material man, laborer, subcontractor or supplier, shall have
any interest in the Bond Funds withheld because of a default hereunder, and shall not have any right to garnish
or require or compel that payment thereof be applied toward the discharge or satisfaction of any claim or lien
which any of them may have.
Notwithstanding the forgoing, in the event of an Event of Default under Section 7.1(1) above, which
default relates to the Permitted Senior Financing, but does not otherwise constitute a default under the
Amended Loan Documents, such Event of Default shall be waived by the City in the event that the Senior
Lender waives such default under the Permitted Senior Financing, but only upon submission to the City of
such waiver by Senior Lender.
8.2 In addition to any other remedies provided for herein or in any of the other Amended Loan
Documents, upon the occurrence and during the continuation of an Event of Default:
(a) All sums outstanding under the Note shall bear interest at the highest rate allowable by law
from the date of disbursement, without notice to the Project Sponsor or any guarantor or
endorser of the Note and without any affirmative action or declaration on the part of the City;
(b) The Restrictive Covenant shall remain as a restriction on the Property throughout the
Affordability Period; and
(c) The Project Sponsor, Borrower, Project developer, managing partner(s) of the Project
Sponsor, and/or other individuals, principals• and/or other entities as determined by the City,
will be debarred from receiving any City funding for a period of five (5) years.
ARTICLE IX
INDEMNIFICATION
9.1 The Project Sponsor shall indemnify, hold harmless, and defend the City, its officers, agents,
directors, and/or employees, from any and all liabilities, claims, damages, losses, suits, judgments, and costs,
including, but not limited to reasonable attorney's fees, to the extent caused by the negligence, recklessness,
negligent act or omission, or intentional wrongful misconduct of Project Sponsor and persons employed or
utilized by Project Sponsor in the performance of this Agreement. Project Sponsor shall, further, hold the
City, its officials and/or employees, harmless for, and defend the City, its officials and/or employees against,
Page 27 of 36
any civil actions, statutory or similar claims, injuries or damages arising or resulting from the permitted work,
even if it is alleged that the City, its officials and/or employees were negligent. These indemnifications shall
survive the term of this Agreement. In the event that any action or proceeding is brought against the City by
reason of any such claim or demand, the Project Sponsor shall, upon written notice from the City, resist and
defend such action or proceeding by counsel satisfactory to the City. The Project Sponsor expressly
understands and agrees that any insurance protection required by this Agreement or otherwise provided by
the Project Sponsor shall in no way limit the responsibility to indemnify, keep and save harmless and defend
the City or its officers, employees, agents and instrumentalities as herein provided. The Project Sponsor shall
further require its contractors to indemnify, hold harmless and defend the City, its officers, agents, directors,
and/or employees against any and all liabilities, claims, damages, suits, judgments and costs, including
attorney's fees arising out of, or resulting from the contractor's negligence or omissions in connection with
this project.
The indemnification provided above shall obligate the Project Sponsor to defend, at its own expense,
to and through appellate, supplemental or bankruptcy proceeding, or to provide for such defense, at the City's
option, any and all claims of liability and all suits and actions of every name and description which may be
brought against the City whether performed by the Project Sponsor, or persons employed or utilized by Project
Sponsor.
This indemnity will survive the cancellation or expiration of the Agreement. This indelml ity will be
interpreted under the laws of the State of Florida, including without limitation and interpretation, which
conforms to the limitations of §725.06 and/or §725.08, Florida Statutes, as applicable.
The Project Sponsor agrees and recognizes that the City shall not be held liable or responsible for any
claims which may result from any actions or omissions of the Project Sponsor in which the City participated
either through review or concurrence of the Project Sponsor's actions. In reviewing, approving or rejecting
any submissions by the Project Sponsor or other acts of the Project Sponsor, the City in no way assumes or
shares any responsibility or liability of the Project Sponsor or Sub -contractor under this Amended Agreement.
ARTICLE X
TERMINATION
The Project Sponsor acknowledges that this Amended Agreement may be terminated if the Project
Sponsor materially fails to comply with the terms contained herein.
10.1 TERMINATION BECAUSE OF LACK OF FUNDS. In the event the City does not receive from its
funding source funds to finance this Amended Agreement, or in the event that the City's funding source de -
obligates the funds allocated to fmance this Amended Agreement, the City may terminate this Amended
Agreement upon not less than twenty-four (24) hours prior written notice to the Project Sponsor. Said notice
shall be delivered by certified mail, return receipt requested, or by in -person delivery with proof of delivery.
The City shall determine, in its sole and absolute discretion, whether or not funds are available.
10.2 TERMINATION FOR BREACH. The City may terminate this Amended Agreement, in whole or in
part, in the event, the City determines, in its sole and absolute discretion, that either the Project Sponsor is not
making sufficient progress with regard to the Project's construction (thereby endangering its ultimate
performance under this Agreement) or is not materially complying with any term or provision of this
Amended Agreement following the giving of notice and the expiration of all applicable cure periods.
The City may terminate this Amended Agreement, in whole or in part, in the event that the City
determines, in its reasonable discretion, that there exists an event of default under and pursuant to the terms
of any other agreement or obligation of any kind or nature whatsoever of the Project Sponsor to the City,
Page 28 of 36
direct or contingent, whether now or hereafter due, existing, created or arising, which event of default has
continued beyond any applicable cure period.
The City may terminate this Amended Agreement, in whole or in part, in the event that the City
determines, in its sole and absolute discretion, that there exists an event of default under and pursuant to the
terms of any other agreement or obligation of any other Project sponsor or of any individual or entity executing
this Amended Agreement, to the City, direct or contingent, whether now or hereafter due, existing, created or
arising, which event of default has continued beyond any applicable cure period.
10.3 Upon the occurrence of an Event of Default and the expiration of any cure period (in those
circumstances for which a cure period is otherwise provided in this Amended Agreement), and unless the
Project Sponsor's breach is waived by the City in writing, the City may, by written notice to the Project
Sponsor, terminate this Amended Agreement upon not less than twenty-four (24) hours prior written notice.
Said notice shall be delivered by certified mail, return receipt requested, or by in -person delivery with proof
of delivery. Waiver of breach of any provision of this Amended Agreement shall not be deemed to be a waiver
of any other breach and shall not be construed to be a modification of the terms of this Agreement. The
provisions hereof are not intended to be, and shall not be, construed to limit the City's right to legal or equitable
remedies.
ARTICLE XI
SUSPENSION
11.1 The City may, for reasonable cause, suspend the Project Sponsor's authority to obligate funds lmder
this Amended Agreement or withhold payments to the Project Sponsor, or both, pending necessary corrective
action by the Project Sponsor. Reasonable cause shall be determined by the City in its sole and absolute
discretion and may include:
(a) Ineffective or improper use of the Bond Funds by the Project Sponsor.
(b) Failure of the Project Sponsor to materially comply with any term or provision of this
Amended Agreement; or
(c) Failure of the Project Sponsor to submit any documents required by this Amended
Agreement; or
(d) The Project Sponsor's submittal of incorrect or incomplete documents.
11.2 The determinations and actions described in paragraph 11.1 above may be applied to all or any part
of the activities funded pursuant to this Amended Agreement.
11.3 The City will notify the Project Sponsor in writing of the type of action taken pursuant to this Article,
by certified mail, return receipt requested, or by in person delivery with proof of delivery. The notification
will include the reason(s) for such action, any conditions relating to the action, and the necessary corrective
action(s).
ARTICLE XII
MISCELLANEOUS
12.1 ENFORCEMENT METHODS. As a means of enforcing compliance with the Bond Program, the
City may utilize any enforcement measures it deems necessary.
Page 29 of 36
12.2 RENEGOTIATION, MODIFICATION, OR SUBORDINATION. Modification of provisions of
this Agreement shall be valid only when in writing and signed by the parties hereto. The parties agree to
modify this Amended Agreement if the City determines, in its sole and absolute discretion, that federal, state,
and/or local governmental revisions of any applicable laws or regulations, or increases or decreases in budget
allocations, make changes to this Amended Agreement necessary. The City shall be the fmal authority in
determining whether or not funds for this Amended Agreement are available due to federal, state and/or local
governmental revisions of any applicable laws or regulations or increases or decreases in budget allocations.
Moreover, the City shall determine in its sole and absolute discretion whether to subordinate the Amended
Mortgage.
12.3 RIGHT TO WANE. The City may, for good and sufficient cause, as determined by the City in its
sole and absolute discretion, waive provisions of this Amended Agreement or seek to obtain such waiver from
an appropriate authority. Waiver requests from the Project Sponsor shall be in writing. A waiver shall not be
construed to be a modification of this Amended Agreement.
12.4 BUDGET AND BOND ELIGIBILITY ACTIVITY TITLE REVISIONS. Revisions to the Budget
shall be made in writing, and approved in writing by the City; however, such revisions shall not necessitate
an amendment hereto unless the amount of the Amended Loan to be granted hereunder is changed, or unless
otherwise required by the City.
A revision to the Bond eligibility activity titles under which this Amended Agreement's objectives
are classified shall not require an amendment hereto.
12.5 DISPUTES. In the event an unresolved dispute exists between the Project Sponsor and the City, the
City shall refer the issue, including the views of all interested parties and the recommendation of the City, to
the City Manager, his designee, or such other official of the City who shall be authorized to exercise the
authority of the City Manager in this regard ("City Manager") for determination. The City Manager will issue
a determination within thirty (30) calendar days of receipt of a written request for resolution of the dispute
and so advise the City and the Project Sponsor. In the event additional time is necessary, the City Manager will
notify the interested parties within the thirty (30) day period that additional time is necessary. The Project
Sponsor agrees that the City Manager's determination shall be fmal and binding on all parties, subject only to
judicial review.
12.6 HEADINGS, The article and paragraph headings in this Amended Agreement are inserted for
convenience only and shall not affect in any way the meaning or interpretation of this Amended Agreement.
12.7 PROCEEDINGS. The Amended Agreement shall be construed in accordance with the laws of the
State of Florida and any proceedings arising between the parties in any manner pertaining or relating to this
Amended Agreement shall, to the extent permitted by law, be held in Miami -Dade County, Florida.
12.8 NOTICES AND CONTACT. All notices under this Amended Agreement shall be in writing and
addressed as follows:
Page 30 of 36
To City:
With Copy To:
To Project Sponsor:
With Copy to:
Page 31 of 36
City of Miami
Department of Housing and Community Development
444 S.W. 2nd Avenue
Miami, FL 33130-1910
Attn: Victor Turner, Director
George K. Wysong III
City Attorney City of Miami
444 S.W. 2nd Avenue Miami, FL 33130-1910
8th Street Properties, LLC 16426 Northeast 32 Avenue North
Miami Beach, FL 33160 Attn: Nuri Dorra
Marc Sarnoff
Shutts & Bowen LLP
200 South Biscayne Boulevard, Suite 4100
Miami, FL 33131
Except as otherwise provided in this Amended Agreement, notice shall be deemed given upon
hand delivery or five (5) business days after depositing the same with the U.S. Postal Service. The
address or designated representative of the parties may be changed by notice given in accordance with
this Section.
12.9 CONFLICTS WITH APPLICABLE LAWS. If any provision of this Amended Agreement
conflicts with any applicable law or regulation, only the conflicting provision shall be deemed by the
parties hereto to be modified, or to be deleted if modification is inappropriate, to cause the provision to
be consistent with the law or regulation. However, the obligations under this Amended Agreement, as
modified, shall continue and all other provisions of this Amended Agreement shall remain in full force
and effect.
12.10 ENTIRE AGREEMENT. This Amended Agreement and its Exhibits described as follows contain
all the terms and conditions of the Agreement between the parties:
Exhibit A Legal Description
Exhibit B Scope of Work/Project Schedule
Exhibit C Budget
Exhibit D Form of Amended Disbursement Agreement
Exhibit E Affirmative Marketing Procedures and Responsibilities
Exhibit F Form of Amended Mortgage and Security Agreement
Exhibit G Form of Amended Declaration of Restrictive Covenants
Exhibit H Form of Amended Rent Regulatory Agreement
Exhibit I Signage Requirements
Exhibit J Construction Insurance Requirements
Exhibit K No Finder's Fee Affidavit
Exhibit L Anti -Human Trafficking Affidavit
Schedule A Schedule of Permitted Financing
Page 32 of 36
12.11 WAIVER OF JURY TRIAL. Neither the Project Sponsor, the Borrower, the Project
subcontractor(s), nor any other person liable for the responsibilities, obligations, services and
representations herein, nor any assignee, successor, heir or personal representative of the Project
Sponsor, the Project subcontractors or any other person or entity shall seek a jury trial in any lawsuit,
proceeding, counterclaim or any other litigation procedure based upon or arising out of this Amended
Agreement, or the dealings or the relationship between or among such persons or entities, or any of them.
Neither the Project Sponsor, the Borrower, nor the Project subcontractors, nor any other person or entity will
seek to consolidate any such action in which a jury trial has been waived with any other action. The provisions
of this paragraph have been fully discussed by the parties hereto, and the provisions hereof shall be subject to
no exception. Neither party to this Amended Agreement has in any manner agreed with or represented to any
other party that the provisions of this paragraph will not be fully enforced in all instances.
12.12 GOVERNING LAW AND VENUE. This Amended Agreement shall be construed and enforced
pursuant to the laws of the State of Florida, excluding all principles of choice of laws, conflict of laws and
comity. Any action pursuant to a dispute under this Agreement must be brought in Miami -Dade
County and no other venue. All meetings to resolve said dispute, including voluntary arbitration,
mediation, or other alternative dispute resolution mechanism, will take place in this venue. The parties
both waive any defense that venue in Miami -Dade County is not convenient.
12.13 HCLC AWARD MEMORANDA. The award memoranda and decisions of the HCLC dated July
30, 2021 ("Award Memoranda") are hereby incorporated by reference. To the extent of any conflict between
the Award Memoranda and the Amended Loan Documents and when interpreting the intent of the Amended
Loan Documents, whichever provision is strictest will control. To the extent of any conflict between the
Award Memoranda, the most recent Award Memorandum controls.
12.14 COUNTERPARTS. This Amended Agreement may be executed in any number of counterparts,
each of which so executed shall be deemed to be an original, and such counterparts shall together constitute
but one and the same Amended Agreement. The parties shall be entitled to sign and transmit an electronic
signature of this Amended Agreement (whether by facsimile, PDF or other email transmission), which
signature shall be binding on the party whose name is contained therein. Any party providing an electronic
signature agrees to promptly execute and deliver to the other parties an original signed Amended Agreement
upon request.
12.15 INCREASE IN PROJECT COSTS, In the event that the Project's costs increase by ten percent
(10%) or more of the Budget that is attached as Exhibit "C," and Project Sponsor is liable to secure the
requisite funding to cover the additional expense within 60 days before the Project's construction commences,
then the City is permitted to recommend to HCLC that the Bond Funds should be de --obligated for this
Project.
12.16 TENANT LOTTERY. The selection of eligible tenants to occupy the Bond Assisted Units shall be
from the results of a tenant lottery, which shall be conducted with a representative of the City of Miami
present. In addition, the Project Sponsors and the Bond Assisted Units shall comply with the requirements of
the City of Miami Ordinance #13645 regarding Resident Preference.
12.17 COSTS INCLUDING ATTORNEY'S FEES. The Project Sponsor agrees to pay when due for which
an invoice is provided, all reasonable costs and expenses in connection with the administration or monitoring
of compliance with this Amended Agreement and all related documents and any other documents which may
be delivered in connection with this Amended Agreement or the transactions contemplated hereby, including,
without limitation, the reasonable fees and out of pocket expenses of the City and of counsel and any agents
or consultants for the City, with respect thereto, in connection with the administration or monitoring of
Page 33 of 36
this Amended Agreement and such other documents as may be delivered in connection herewith. In
addition, the Project Sponsor shall pay any and all stamps and other taxes and fees payable or determined
to be payable in connection with the execution, delivery, filing and recording of this Amended
Agreement and such other documents as may be delivered in connection herewith, and agrees to save
the City harmless from and against any and all liabilities with respect to or resulting from any delay in
paying or omission to pay such taxes and fees.
In the event litigation, arbitration, or mediation, between the parties hereto, arises out of
the terms of this Amended Agreement, each party shall be responsible for its own attorney's fees,
costs, charges, and expenses through the conclusion of all appellate proceedings, and including
any final settlement or judgment.
12.18 The Borrower's obligations pursuant to this Amended Agreement shall be binding upon
and inure to the respective heirs, personal and legal representatives, trustees and successors and assigns
of the parties hereto, including each and every such party's past and present parent, subsidiary, affiliate
or predecessor entities, any and all entities by which or under a name by which any party has been known
or has done business, and any and all of his, hers, its and/or their respective past and present officers,
commissioners, directors, principals, trustees, administrators, agents, attorneys, accountants, insurers,
reinsurers, servants, employees, shareholders, members, managers, partners, heirs, and representatives.
12.19 Any references to federal regulations and programs in this Amended Agreement and its
exhibits are intended to be for illustrative purposes and not an indication that the Project is specifically
subject to the cited regulations. Nonetheless, if this Amended Agreement requires the Project Sponsor to
comply with referenced federal regulations and programs, the City and the Project Sponsor agree that
compliance shall be required as if the Project was subject to those federal regulations and programs,
unless otherwise determined by the City in its sole discretion.
12.20 Project Sponsor specifically acknowledges and agrees to comply with City of Miami
Ordinance No. 13491, § 2-415.
12.21 The parties hereto agree that the Loan is non -recourse except that the exceptions to non -
course applicable to any Permitted Senior Financing shall also apply to this Loan.
(Remainder of page left Blank)
[Signatures on Following Pages]
Page 34 of 36
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by
their undersigned officials as duly authorized.
PROJECT SPONSOR:
8TH Street Pr s e 'es, LLC, a Florida limited
liability co
By:
Name: Nuri
Title: Mana-
P(1)6/ L'S •
Date:
ACKNOWLEDGMENT
STATE OF FLORIDA }
}
COUNTY OF MIAMI-DADE }
This foregoinstrument was acknowledged before me by means of 1/ physical presence or online
notarization this day of J vl , 2025, b Nuri Dorra, as Manager, of 8th Street Properties, LLC, a
Florida limited liability company, who is ersonally known to r has produced as
identification.
Notary Public, State of Florida at large
Page 35 of 36
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by the
undersigned official as duly authorized:
ATTEST:
APPROVED AS TO INSURANCE
REQUIREMENTS:
David Ruiz
Interim Director, Risk Management
APPROVED AS TO
DEPARTMENT ENTS:
By:
Victor T. Turner
Director of the Department of Housing and
Community Development
CITY
CITY OF MIAMT, a municipal corporation of the
State of Florida
By: �?�� Lehi/ cg.
Arthur Noriega, V, City Manager
APPROVED AS TO FORM AND CORRECTNESS:
George . Wysong III
City Attorney 10 -32 v►
Page 36 of 36
Exhibit A
LEGAL DESCRIPTION:
PARCEL A
THE SOUTH 35 FEET OF LOTS 2 AND 3, LOT 10 AND 11, LESS THE SOUTH 10 FEET THEREOF, IN
BLOCK R, OF "RIVERVIEW MRS. MARY BRICKELL SUBDIVISION" AS RECORDED IN PLAT BOOK
5 AT PAGE 43, OF THE PUBLIC RECORDS OF MIAMI-DADE COUNTY, FLORIDA.
PARCEL B
THE WEST 'A OF LOT 12, LESS THE SOUTH 10 FEET THEREOF, ALL IN BLOCK R, OF "RIVERVIEW
MRS. MARY BRICKELL SUBDIVISION" AS RECORDED IN PLAT BOOK 5 AT PAGE 43, OF THE
PUBLIC RECORDS OF MIAMI-DADE COUNTY, FLORIDA.
PARCEL C
THE EAST 'A OF LOT 12, LESS THE EAST 6.35 OF THE SOUTH 74.88 FEET, AND LESS THE SOUTH 10
FEET THEREOF, IN BLOCK R, OF "RIVERVIEW MRS. MARY BRICKELL SUBDIVISION" AS
RECORDED IN PLAT BOOK 5 AT PAGE 43, OF THE PUBLIC RECORDS OF MIAMI-DADE COUNTY,
FLORIDA.
Exhibit B
Scope of Work/Project Schedule
ID Active
1 Yes
2 Yes
3 Yes
4 Yes
5 Yes
6 Yes
7 Yes
8 Yes
9 Yes
10 Yes
11 Yes
12 Yes
13 Yes
14 Yes
15 Yes
16 Yes
17 Yes
18 Yes
19 Yes
20 Yes
21 Yes
22 Yes
23 Yes
24 Yes
25 Yes
26 Yes
27 Yes
28 Yes
29 Yes
30 Yes
31 Yes
32 Yes
33 Yes
34 Yes
35 Yes
36 Yes
37 Yes
38 Yes
39 Yes
40 Yes
41 Yes
42 Yes
43 Yes
44 Yes
45 Yes
46 Yes
Task Mode
Auto Scheduled
Manually Scheduled
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Manually Scheduled
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Manually Scheduled
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Manually Scheduled
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Manually Scheduled
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Auto Scheduled
Name
849-847-845 SW 8th Street, Miami, FL
SITE PREPARATION
Mobilization
Site Surveying
Excavation & Formwork
Concrete Pouring
SUPERSTRUCTURE CONSTRUCTION
Concrete Prep. (First Floor)
Structural Framework (First Floor)
MEP Installation (First Floor)
Concrete Flooring (First Floor)
SECOND FLOOR
Concrete Prep. (Second Floor)
Structural Framework ( Second Floor)
MEP Installation (Second Floor)
Concrete Flooring (Second Floor)
THIRD FLOOR
Concrete Prep. (Thiird Floor)
Structural Framework (Third Floor)
MEP Installation (Third Floor)
Concrete Flooring (Third Floor)
FOURTH FLOOR
Concrete Prep. (Fourth Floor)
Structural Framework (Fourth Floor)
MEP Installation (Fourth Floor)
Concrete Flooring (Fourth Floor)
FIFTH FLOOR
Concrete Prep. (Fifth Floor)
Structural Framework (Fifth Floor)
MEP Installation (Fifth Floor)
Concrete Flooring (Fifth Floor)
SIXTH FLOOR
Concrete Prep. (Sixth Floor)
Structural Framework (Sixth Floor)
MEP Installation (Sixth Floor)
Concrete Flooring (Sixth Floor)
SEVENTH FLOOR
Concrete Prep. (Seventh Floor)
Structural Framework (Seventh Floor)
MEP Installation (Seventh Floor)
Concrete Flooring (Seventh Floor)
EIGHTH FLOOR
Concrete Prep. (Eighth Floor)
Structural Framework (Eighth Floor)
MEP Installation (Eighth Floor)
Concrete Flooring (Eighth Floor)
Duration
391 days
5 days
3 days
22 days
10 days
3 days
14 days
15 days
2 days
3 days
14 days
10 days
2 days
3 days
14 days
10 days
2 days
3 days
14 days
10 days
2 days
3 days
14 days
12 days
2 days
3 days
14 days
12 days
2 days
3 days
14 days
12 days
2 days
3 days
14 days
12 days
2 days
47 Yes Manually Scheduled ROOFING & WATERPROOFING
48 Yes Auto Scheduled Roofing Work & Waterproofing 20 days
49 Yes Manually Scheduled WINDOW INSTALLATION
50 Yes Auto Scheduled First Floor 6 days
51 Yes Auto Scheduled Second Floor 6 days
52 Yes Auto Scheduled Third Floor 6 days
53 Yes Auto Scheduled Fourth Floor 6 days
54 Yes Auto Scheduled Fifth Floor 10 days
55 Yes Auto Scheduled Sixth Floor 10 days
56 Yes Auto Scheduled Seventh Floor 10 days
57 Yes Auto Scheduled Eighth Floor 10 days
58 Yes Manually Scheduled Stucco & Waterproofing Windows
59 Yes Auto Scheduled Stucco 30 days
60 Yes Auto Scheduled Windows Sealant (Caulking) 1 Floor 6 days
61 Yes Auto Scheduled Windows Sealant (Caulking) 2 Floor 6 days
62 Yes Auto Scheduled Windows Sealant (Caulking) 3 Floor 6 days
63 Yes Auto Scheduled Windows Sealant (Caulking) 4 Floor 6 days
64 Yes Auto Scheduled Windows Sealant (Caulking) 5 Floor 7 days
65 Yes Auto Scheduled Windows Sealant (Caulking) 6 Floor .7 days
66 Yes Auto Scheduled Windows Sealant (Caulking) 7 Floor 7 days
67 Yes Auto Scheduled Windows Sealant (Caulking) 8 Floor 7 days
68 Yes Manually Scheduled FRAMING
69 Yes Auto Scheduled Framing First Floor 6 days
70 Yes Auto Scheduled Framing SecondFloor 8 days
71 Yes Auto Scheduled Framing Third Floor 8 days
72 Yes Auto Scheduled Framing Fourth Floor 13 days
73 Yes Auto Scheduled Framing Fifth Floor 15 days
74 Yes Auto Scheduled Framing Sixth Floor 15 days
75 Yes Auto Scheduled Framing Seventh Floor 15 days
76 Yes Auto Scheduled Framing Eighth Floor 15 days
77 Yes Manually Scheduled MEP
78 Yes Auto Scheduled MEP First Floor 6 days
79 Yes Auto Scheduled MEP SecondFloor 6 days
80 . Yes Auto Scheduled MEP Third Floor 10 days
81 Yes Auto Scheduled MEP Fourth Floor 16 days
82 Yes Auto Scheduled MEP Fifth Floor 17 days
83 . Yes Auto Scheduled MEP Sixth Floor 17 days
84 Yes Auto Scheduled MEP Seventh Floor 17 days
85 Yes Auto Scheduled MEP Eighth Floor 17 days
86 Yes Manually Scheduled FINISH
87 Yes Auto Scheduled Finish First Floor 6 days
88 Yes Auto Scheduled Finish SecondFloor 8 days
89 Yes Auto Scheduled Finish Third Floor 8 days
90 Yes Auto Scheduled Finish Fourth Floor 13 days
91 Yes Auto Scheduled Finish Fifth Floor 15 days
92 Yes Auto Scheduled Finish Sixth Floor 15 days
93 Yes Auto Scheduled Finish Seventh Floor 15 days
94 Yes
95 Yes
96 Yes
97 Yes
98 Yes
99 Yes
100 Yes
101 Yes
102 Yes
103 Yes
104 Yes
105 Yes
106 Yes
107 Yes
108 Yes
109 Yes
110 Yes
111 Yes
112 Yes
113 Yes
114 Yes
115 Yes
116 Yes
117 Yes
118 Yes
119 Yes
120 Yes
121 Yes
122 Yes
123 Yes
124 Yes
125 Yes
126 Yes
127 Yes
128 Yes
129 Yes
130 Yes
131 Yes
132 Yes
133 Yes
134 Yes
135 Yes
136 Yes
137 Yes
138 Yes
139 Yes
140 Yes
Auto Scheduled Finish Eighth Floor
Manually Scheduled DOOR & TILE INSTALLATION
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
First Floor
Second Floor
Third Floor
Fouth Floor
Fifth Floor
Sixth Floor
Seventh Floor
Eighth Floor
Manually Scheduled EXTERIOR PAINT
Auto Scheduled Exterior Paint
Manually Scheduled INTERIOR PAINT
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
First Floor
Second Floor
Third Floor
Fouth Floor
Fifth Floor
Sixth Floor
Seventh Floor
Eighth Floor
Manually Scheduled CABINETS & MILLWORK INSTALLATION
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
Auto Scheduled
First Floor
Second Floor
Third Floor
Fouth Floor
Fifth Floor
Sixth Floor
Seventh Floor
Eighth Floor
Manually Scheduled COUNTER TOP & SECOND COAT PAINT
Auto Scheduled First Floor
Auto Scheduled Second Floor
Auto Scheduled Third Floor
Auto Scheduled Fouth Floor
Auto Scheduled Fifth Floor
Auto Scheduled Sixth Floor
Auto Scheduled Seventh Floor
Auto Scheduled Eighth Floor
Manually Scheduled APPLIANCES INSTALLATION
Auto Scheduled Second Floor
Auto Scheduled Third Floor
Auto Scheduled Fouth Floor
Auto Scheduled Fifth Floor
Auto Scheduled Sixth Floor
Auto Scheduled Seventh Floor
Auto Scheduled Eighth Floor
15 days
5 days
5 days
13 days
13 days
24 days
24 days
24 days
24 days
30 days
6 days
6 days
6 days
12 days
15 days
15 days
15 days
15 days
2 days
3 days
3 days
5 days
6 days
6 days
6 days
6 days
2 days
5 days
5 days
6 days
9 days
9 days
9 days
9 days
1 day
1 day
4 days
4 days
4 days
4 days
4 days
sAep 9
sAep 0
sAep 9
sAep 9
sAep 9
sAep 9
sAep s
sAep 17
sAep t
sAep ti
sAep L
sAep L
sAep L
sAep L
sAep 9
sAep s
sAep 17
sAep 8
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Start
August 15, 2025 8:00 AM
August 15, 2025 8:00 AM
August 15, 2025 8:00 AM
August 20, 2025 8:00 AM
September 19, 2025 8:00 AM
October 3, 2025 8:00 AM
October 8, 2025 8:00 AM
October 28, 2025 8:00 AM
November 18, 2025 8:00 AM
November 20, 2025 8:00 AM
November 25, 2025 8:00 AM
December 15, 2025 8:00 AM
December 29, 2025 8:00 AM
December 31, 2025 8:00 AM
January 5, 2026 8:00 AM
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May 28, 2026 8:00 AM
June 15, 2026 8:00 AM
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July 10, 2026 8:00 AM
July 28, 2026 8:00 AM
July 30, 2026 8:00 AM
August 4, 2026 8:00 AM
August 24, 2026 8:00 AM
September 9, 2026 8:00 AM
Finish
February 12, 2027 5:00 PM
August 21, 2025 5:00 PM
August 19, 2025 5:00 PM
September 18, 2025 5:00 PM
October 2, 2025 5:00 PM
October 7, 2025 5:00 PM
October 27, 2025 5:00 PM
November 17, 2025 5:00 PM
November 19, 2025 5:00 PM
November 24, 2025 5:00 PM
December 12, 2025 5:00 PM
December 26, 2025 5:00 PM
December 30, 2025 5:00 PM
January 2, 2026 5:00 PM
January 22, 2026 5:00 PM
February 5, 2026 5:00 PM
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February 12, 2026 5:00 PM
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April 30, 2026 5:00 PM
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May 7, 2026 5:00 PM
May 27, 2026 5:00 PM
June 12, 2026 5:00 PM
June 16, 2026 5:00 PM
June 19, 2026 5:00 PM
July 9, 2026 5:00 PM
July 27, 2026 5:00 PM
July 29, 2026 5:00 PM
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August 21, 2026 5:00 PM
September 8, 2026 5:00 PM
September 10, 2026 5:00 PM
Predecessors Outline LeN, Notes
1
1
1
1
4 1
5 1
1
6 1
8 1
9 1
10 1
1
11 1
13 1
14 1
15 1
1
16 1
18 1
19 1
20 1
1
21 1
23 1
24 1
25 1
1
26 1
28 1
29 1
30 1
1
31 1
33 1
34 1
35 1
1
36 1
38 1
39 1
40 1
1
41 1
43 1
44 1
45 1
September 11, 2026 8:00 AM
June 15, 2026 8:00 AM
June 23, 2026 8:00 AM
July 1, 2026 8:00 AM
July 9, 2026 8:00 AM
July 17, 2026 8:00 AM
July 31, 2026 8:00 AM
August 14, 2026 8:00 AM
August 28, 2026 8:00 AM
September 11, 2026 8:00 AM
July 9, 2026 8:00 AM
July 17, 2026 8:00 AM
July 27, 2026 8:00 AM
August 4, 2026 8:00 AM
August 12, 2026 8:00 AM
August 21, 2026 8:00 AM
September 1, 2026 8:00 AM
September 10, 2026 8:00 AM
May 5, 2026 8:00 AM
May 13, 2026 8:00 AM
May 25, 2026 8:00 AM
June 4, 2026 8:00 AM
June 23, 2026 8:00 AM
July 14, 2026 8:00 AM
August 4, 2026 8:00 AM
August 25, 2026 8:00 AM
May 13, 2026 8:00 AM
May 25, 2026 8:00 AM
June 4, 2026 8:00 AM
June 23, 2026 8:00 AM
July 14, 2026 8:00 AM
August 4, 2026 8:00 AM
August 25, 2026 8:00 AM
September 15, 2026 8:00 AM
May 21, 2026 8:00 AM
June 2, 2026 8:00 AM
June 18, 2026 8:00 AM
July 15, 2026 8:00 AM
August 6, 2026 8:00 AM
August 27, 2026 8:00 AM
September 17, 2026 8:00 AM
October 8, 2026 5:00 PM
June 22, 2026 5:00 PM
June 30, 2026 5:00 PM
July 8, 2026 5:00 PM
July 16, 2026 5:00 PM
July 30, 2026 5:00 PM
August 13, 2026 5:00 PM
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September 10, 2026 5:00 PM
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August 20, 2026 5:00 PM
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May 12, 2026 5:00 PM
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June 3, 2026 5:00 PM
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July 13, 2026 5:00 PM
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August 24, 2026 5:00 PM
September 14, 2026 5:00 PM
May 20, 2026 5:00 PM
June 1, 2026 5:00 PM
June 17, 2026 5:00 PM
July 14, 2026 5:00 PM
August 5, 2026 5:00 PM
August 26, 2026 5:00 PM
September 16, 2026 5:00 PM
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May 28, 2026 5:00 PM
June 11, 2026 5:00 PM
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August 26, 2026 5:00 PM
September 16, 2026 5:00 PM
October 7, 2026 5:00 PM
1
46 1
1
35 1
50 1
51 1
52 1
53 1
54 1
55 1
56 1
1
57 1
52 1
60 1
61 1
62 1
63 1
64 1
65 1
66 1
1
31 1
69 1
70 1
71 1
72 1
73 1
74 1
75 1
1
69 1
70 1
71 1
72 1
73 1
74 1
75 1
76 1
1
78 1
79 1
80 1
81 1
82 1
83 1
84 1
October 8, 2026 8:00 AM October 28, 2026 5:00 PM
May 29, 2026 8:00 AM
June 12, 2026 8:00 AM
June 30, 2026 8:00 AM
August 3, 2026 8:00 AM
August 27, 2026 8:00 AM
September 17, 2026 8:00 AM
October 8, 2026 8:00 AM
October 29, 2026 8:00 AM
October 23, 2026 8:00 AM
June 5, 2026 8:00 AM
June 19, 2026 8:00 AM
July 17, 2026 8:00 AM
August 20, 2026 8:00 AM
September 30, 2026 8:00 AM
October 21, 2026 8:00 AM
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December 2, 2026 8:00 AM
June 15, 2026 8:00 AM
June 29, 2026 8:00 AM
July 27, 2026 8:00 AM
September 7, 2026 8:00 AM
October 21, 2026 8:00 AM
November 11, 2026 8:00 AM
December 2, 2026 8:00 AM
December 23, 2026 8:00 AM
June 17, 2026 8:00 AM
July 2, 2026 8:00 AM
July 30, 2026 8:00 AM
September 14, 2026 8:00 AM
October 29, 2026 8:00 AM
November 19, 2026 8:00 AM
December 10, 2026 8:00 AM
December 31, 2026 8:00 AM
July 9, 2026 8:00 AM
August 6, 2026 8:00 AM
September 22, 2026 8:00 AM
November 11, 2026 8:00 AM
December 2, 2026 8:00 AM
December 23, 2026 8:00 AM
January 13, 2027 8:00 AM
June 4, 2026 5:00 PM
June 18, 2026 5:00 PM
July 16, 2026 5:00 PM
August 19, 2026 5:00 PM
September 29, 2026 5:00 PM
October 20, 2026 5:00 PM
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December 1, 2026 5:00 PM
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September 4, 2026 5:00 PM
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June 16, 2026 5:00 PM
July 1, 2026 5:00 PM
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September 11, 2026 5:00 PM
October 28, 2026 5:00 PM
November 18, 2026 5:00 PM
December 9, 2026 5:00 PM
December 30, 2026 5:00 PM
June 18, 2026 5:00 PM
July 8, 2026 5:00 PM
August 5, 2026 5:00 PM
September 21, 2026 5:00 PM
November 10, 2026 5:00 PM
December 1, 2026 5:00 PM
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January 12, 2027 5:00 PM
July 9, 2026 5:00 PM
August 6, 2026 5:00 PM
September 25, 2026 5:00 PM
November 16, 2026 5:00 PM
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December 28, 2026 5:00 PM
January 18, 2027 5:00 PM
85 1
1
87 1
88 1
89 1
90 1
91 1
92 1
93 1
94 1
1
59 1
1
96 1
97 1
98 1
99 1
100 1
101 1
102 1
103 1
1
107 1
108 1
109 1
110 1
111 1
112 1
113 1
114 1
1
116 1
117 1
118 1
119 1
120 1
121 1
122 1
123 1
1
126 1
127 1
128 1
129 1
130 1
131 1
132 1
July 10, 2026 8:00 AM
July 10, 2026 8:00 AM
August 7, 2026 8:00 AM
September 28, 2026 8:00 AM
November 17, 2026 8:00 AM
December 8, 2026 8:00 AM
December 29, 2026 8:00 AM
January 19, 2027 8:00 AM
July 15, 2026 8:00 AM
July 16, 2026 8:00 AM
August 14, 2026 8:00 AM
October 6, 2026 8:00 AM
November 26, 2026 8:00 AM
December 17, 2026 8:00 AM
January 7, 2027 8:00 AM
January 28, 2027 8:00 AM
February 5, 2027 8:00 AM
July 14, 2026 5:00 PM
July 15, 2026 5:00 PM
August 13, 2026 5:00 PM
October 5, 2026 5:00 PM
November 25, 2026 5:00 PM
December 16, 2026 5:00 PM
January 6, 2027 5:00 PM
January 27, 2027 5:00 PM
July 20, 2026 5:00 PM
July 21, 2026 5:00 PM
August 19, 2026 5:00 PM
October 12, 2026 5:00 PM
December 3, 2026 5:00 PM
December 24, 2026 5:00 PM
January 14, 2027 5:00 PM
February 4, 2027 5:00 PM
February 12, 2027 5:00 PM
1
134 1
134 1
135 1
136 1
137 1
138 1
139 1
140 1
1
142 1
143 1
144 1
145 1
146 1
147 1
148 1
149 1
1
158 1
Exhibit C
Budget
Applicant: 8 th Street Properties LLC
Project: Essence MIA
Cost Allocation
GOB City of GOB City of Green Loan
TOTAL % Surtax Miami Miami Ocean Bank Group Self Source Deferred Pay In full
Land Acquisition ( Paid in full) $4,000,000 10.45% $4,000,000
Hard Costs
Hard Cost (Including Site Work)
Performance Bond
Contigency (5% of hard cost))
General Contractor Overhead and Profit
Fee (3%)
Total Construction Costs
$26,920,000 91.55% ' $2,000,000 $4,990,000 $7,000,000 $10,700,000 $2,230,000 $0
$330,000 1.12% $330,000 $0
$1,346,000 4.58% $1,346,000 $0
$807,600 2.75% $807,600 $0
$29,403,600 100% $2,000,000 $4,990,000 $7,000,000 $10,700,000 $4,713,600 $0 $0
Soft Costs
Arch Design, Civil Engineering $530,000 10.87% $530,000 $0
Permit Fees & Impact Fees $440,000 1.15% $138,400 $301,600 $0
Appraisals Surveys $40,000 0.10% $40,000 $0
Loan Closing /Financing Fees $458,000 9.39% $458,000 $0
Interest /Carrying Costs $2,000,000 41.00% $2,000,000 $0
Taxes/Insurance $250,000 5.13% $250,000 $0
For use by City: City Incurred Costs $10,000 0.21% $10,000 $0
Developer Fee & Overhead (4.67% Of
Hard Cost) $1,150,000 23.58% $1,150,000
Total Soft Costs $4,878,000 90.26% $O $10,000 $O $2,000,000 $886,400 $831,600 $1,150,000
$0
Total Development Cost $38,281,600 $2,000,000 $5,000,000 $7,000,000 $12,700,000 $5,600,000 $831,600 $1,150,000 $4,000,000
Percent of City Funding to TDC 100.00% 5.22% 13.06% 18.29% 33.18% 14.63% 2.17% 3.00% 10%
Total Units 88
Number of City Units 88
Percent of City Units to Total Units 100.00%
City Subsidy Per Assisted Unit $136,364
Exhibit D
Form of Amended Disbursement Agreement
Exhibit E
Affirmative Marketing Procedures and Responsibilities
Note to all applicants/respondents: This form was developed with Nuance, the official HUD software for the creation of HUD forms.
HUD has made available instructions for downloading a free installation of a Nuance reader that allows the user to fill-in and save this
form in Nuance. Please see http://oortal.hud.aov/hudportal/documents/huddoc?id=nuancereaderinstall.pdf for the instructions. Using
Nuance software is the only means of completing this form.
Affirmative Fair Housing
Marketing Plan (AFHMP) -
Multifamily Housing
U.S. Department of Housing
and Urban Development
Office of Fair Housing and Equal Opportunity
OMB Approval No. 2529-0013
(exp.12131/2016)
1a. Project Name & Address (including City, County, State & Zip Code)
Essence MIA
829, 845, 847 SW 8th Street
1b. Project Contract Number
lc. No. of Units
1 d. Census Tract
88
66.02
1e. Housing/Expanded Housing Market Area
Housing Market Area:
Expanded Housing Market Area:
If. Managing Agent Name, Address (including City, County, State & Zip Code), Telephone Number & Email Address
8TH STREET PROPERTIES, LLC 16426 NE 32 Avenue Miami, FL 33160, 786-234-1461, n.dorra@mabrukusa.com
lg. Application/Owner/Developer Name, Address (including City, County, State & Zip Code), Telephone Number & Email Address
8TH STREET PROPERTIES, LLC, 16426 NE 32 Avenue Miami, FL 33160, 786-234-1461, n.dorra@mabrukusa.com
lh. Entity Responsible for Marketing (check all that apply)
❑✓ Owner 1=1 Agent Other (specify)
Position, Name (if known), Address ( including City, County, State & Zip Code), Telephone Number & Email Address
16426 NE 32 Avenue Miami, FL 33160
li. To whom should approval and other correspondence concerning this AFHMP be sent? Indicate Name, Address (including City,
State & Zip Code), Telephone Number & E-Mail Address.
8TH STREET PROPERTIES, LLC, 16426 NE 32 Avenue Miami, FL 33160, 786-234-1461, n.dorra@mabrukusa.com
2a. Affirmative Fair Housing Marketing Plan
Plan Type
Reason(s) for current update:
Initial Plan
Date of the First Approved AFHMP:
2b. HUD -Approved Occupancy of the Project (check all that apply)
El Elderly El Family Ei Mixed (Elderly/Disabled)
Disabled
2c. Date of Initial Occupancy 2d. Advertising Start Date
Advertising must begin at !east 90 days prior to initial or renewed occupancy for new
construction and substantial rehabilitation projects.
Date advertising began or will begin
For existing projects, select below the reason advertising will be used:
To fill existing unit vacancies
To place applicants on a waiting list El (which currently has _ individuals)
To reopen a closed waiting list 11 (which currently has _ individuals)
Previous editions are obsolete Page 1 of 8
Form HUD-935.2A (12/2011)
3a. Demographics of Project and Housing Market Area
Complete and submitWorksheet 1.
3b. Targeted Marketing Activity
Based on your completed Worksheet 1, indicate which demographic groups) in the housing market area is/are least likely to apply for the
housing without special outreach efforts. (check all that apply)
❑ White ❑ American Indian orAlaska Native ❑Asian
❑ Native Hawaiian or Other Pacific Islander ❑ Hispanic or Latino
❑Families with Children ❑Other ethnic group, religion, etc. (specify)
❑ Black or African American
❑ Persons with Disabilities
4a. Residency Preference
Is the owner requesting a residency preference? If yes, complete questions 1 through 5.
If no, proceed to Block 4b.
(1) Type
New
Yes
(2) is the residency preference area:
The same as the AFHMP housing/expanded housing market area as identified in Block le?
Please Select Yes or No
The same as the residency preference area of the local PHA in whose jurisdiction the project is located?
(3) What is the geographic area for the residency preference?
Please Select Yes or No
City of Miami
(4) What is the reason for having a residency preference?
The covenant with the City of Miami states that priority should be given to City of Miami Residents and essential workers
within the City of Miami
(5) How do you plan to periodically evaluate your residency preference to ensure that it is in accordance with the non-discrimination
and equal opportunity requirements in 24 CFR 5.105(a)?
n/a
Complete and submit Worksheet 2 when requesting a residency preference (see also 24 CFR 5.655(c)(1)) for residency
preference requirements. The requirements in 24 CFR 5.655(c)(1) will be used by HUD as guidelines for evaluating
residency preferences consistent with the applicable HUD program requirements. See also HUD Occupancy
Handbook (4350.3) Chapter 4, Section 4.6 for additional guidance on preferences.
4b. Proposed Marketing Activities: Community Contacts
Complete and submit Worksheet 3 to describe your use of community
contacts to market the project to those least likely to apply.
4c. Proposed Marketing Activities: Methods of Advertising
Complete and submit Worksheet 4 to describe your
proposed methods of advertising that will be used to
market to those least likely to apply. Attach copies of
advertisements, radio and television scripts, Internet
advertisements, websites, and brochures, etc.
Previous editions are obsolete Page 2 of 8 Form HUD-935.2A (12/2011)
5a. Fair Housing Poster
The Fair Housing Poster must be prominently displayed in all offices in which sale or rental activity takes place (24 CFR 200.620(e)).
Check below all locations where the Poster will be displayed.
Q✓ Rental Office ID Real Estate Office 0 Model Unit El Other (specify)
5b. Affirmative Fair Housing Marketing Plan
The AFHMP must be available for public inspection at the sales or rental office (24 CFR 200.625). Check below all locations
where the AFHMP will be made available.
Q Rental Office 0 Real Estate Office El Model Unit 0 Other (specify)
5c. Project Site Sign
Project Site Signs, if any, must display in a conspicuous position the HUD approved Equal Housing Opportunity logo, slogan, or statement
(24 CFR 200.620(f)). Check below all locations where the Project Site Sign will be displayed. Please submit photos of Project signs.
El Rental Office EIReal Estate Office El Model Unit El Entrance to Project ❑ Other (specify)
The size of the Project Site Sign will be 24 x
36
The Equal Housing Opportunity logo or slogan or statement will be
12
18
6. Evaluation of Marketing Activities
Explain the evaluation process you will use to determine whether your marketing activities have been successful in attracting
individuals least likely to apply, how often you will make this determination, and how you will make decisions about future marketing
based on the evaluation process.
Determination of the effectiveness of the marketing activities will be done every +/- 90 days. By evaluating the percentages of
applicants, we can clearly see if our efforts has been effective. This constant evaluation will allow us to better reach those who
are under represented in the project.
Previous editions are obsolete
Page 3 of 8
Form HUD-935.2A (12/2011)
7a. Marketing Staff
What staff positions are/will be responsible for affirmative marketing?
TBD
7b. Staff Training and Assessment: AFHMP
(1) Has staff been trained on the AFHMP? No'
(2) Has staff been instructed in writing and orally on non-discrimination and fair housing policies as required by
24 CFR 200.620(c)?
(3) If yes, who provides instruction on the AFHMP and Fair Housing Act, and how frequently?
(4) Do you periodically assess staff skills on the use of the AFHMP and the application of the Fair Housing
Act?
INo
Please Select Yes or No
(5) f yes, how and how often?
7c. Tenant Selection Training/Staff
(1) Has staff been trained on tenant selection in accordance with the project's occupancy policy, including any residency preferences?
(2) What staff positions are/will be responsible for tenant selection?
7d. Staff Instruction/Training:
Describe AFHM/Fair Housing Act staff training, already provided or to be provided, to whom it was/will be provided, content of training,
and the dates of past and anticipated training. Please include copies of any AFHM/Fair Housing staff training materials.
Staffing is TBD, once closer to project completion- we will ensure to provide all necessary training for the appropriate staff member
(s)
Previous editions are obsolete
Page4of8
Form HUD-935.2A (12/2011)
8. Additional Considerations Is there anything else you would like to tell us about your AFHMP to help ensure that
your program is marketed to those least likely to apply for housing in your project? Please attach additional sheets, as
needed.
9. Review and Update.
By signing this form, the applicant/respondent agrees to implement its AFHMP, and to review and update its AFHMP
in accordance with the instructions to item 9 of this form in order to ensure continued compliance with HUD's Affirmative Fair
Housing rketing Re lations (see 24 CFR Part 200, SubpartM). I hereby certify that all the information stated herein,
as well ny informa i n provided in the accompsoin ent herewith, is true and accurate. Warning: HUD will prosecute
false clm and state rte ts. Conviction mays'ult in criminal and/or civil penalties. (See 18 U.S.C. 1001,1010, 1012;
31 U.S.Q. 37 9, 3802)..
Signat
Name (type or print)
Ian & Date of S$bmi son (mm/dd/yyyy)
Ni)l'A9P
Title & Name of Company
(eel
For HUD -Office of Housing Use Only
Reviewing Official:
For HUD -Office of Fair Housing and Equal Opportunity Use Only
ElApproval Disapproval
Signature & Date (mm/dd/yyyy)
Signature & Date (mm/dd/yyyy)
Name
(type
or
print)
Title
Name
(type
print)
Title
Previous editions are obsolete Page 5 of 8
Form HUD-935.2A (12/2011)
Public reporting burden for this collection of information is estimated to average six (6) hours per initial response, and four (4) hours for
updated plans, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data
needed, and completing and reviewing the collection of information. This agency may not collect thls information, and you are not
required to complete this form, unless it displays a currently valid Office of Management and Budget (OMB) control number.
Purpose of Form: All applicants for participation in FHA subsidized and unsubsidized multifamily housing programs with five or more
units (see 24 CFR 200.615) must complete this Affirmative Fair Housing Marketing Plan (AFHMP) form as specified in 24 CFR
200.625, and in accordance with the requirements in 24 CFR 200.620. The purpose of this AFHMP is to help applicants offer equal
housing opportunities regardless of race, color, national origin, religion, sex, familial status, or disability. The AFHMP helps
owners/agents (respondents) effectively market the availability of housing opportunities to individuals of both minority and non -minority
groups that are least likely to apply for occupancy. Affirmative fair housing marketing and planning should be part of all new
construction, substantial rehabilitation, and existing project marketing and advertising activities.
An AFHM program, as specified in this Plan, shall be in effect for each multifamily project throughout the life of the mortgage (24 CFR
200.620(a)). The AFHMP, once approved by HUD, must be made available for public inspection at the sales or rental offices of the
respondent (24 CFR 200.625) and may not be revised without HUD approval. This form contains no questions of a confidential nature.
Applicability: The form and worksheets must be completed and submitted by all FHA subsidized and unsubsidized multifamily
housing program applicants.
INSTRUCTIONS:
Send completed form and worksheets to your local HUD Office, Attention: Director, Office of Housing
Part 1: Applicant/Respondent and Project
Identification. Blocks la, lb, lc, 1 g, 1 h, and 1 i are self-
explanatory.
Block 1 d- Respondents may obtain the Census tract
number from the U.S. Census Bureau
(htta:/ffactfinder2.census.r ov/main.html) when
completing Worksheet One.
Block 1e- Respondents should identify both the housing
market area and the expanded housing market area for
their multifamily housing projects. Use abbreviations if
necessary. A housing market area is the area from
which a multifamily housing project owner/agent may
reasonably expect to draw a substantial number of its
tenants. This could be a county or Metropolitan Division.
The U.S. Census Bureau provides a range of levels to
draw from.
An expanded housing market area is a larger
geographic area, such as a Metropolitan Division or a
Metropolitan Statistical Area, which may provide
additional demographic diversity in terms of race, color,
national origin, religion, sex, familial status, or disability.
Block if- The applicant should complete this block only if
a Managing Agent (the agent cannot be the applicant) is
implementing the AFHMP.
Part 2:'•Type of AFHMP
Block 2a- Respondents should indicate the status of the
AFHMP, i.e., initial or updated, as well as the date of the
first approved AFHMP. Respondents should also provide
the reason (s) for the current update, whether the update is
based on the five-year review or due to significant changes
in project or local demographics (See instructions for Part
9).
Block 2b- Respondents should identify all groups HUD has
approved for occupancy in the subject project, in
accordance with the contract, grant, etc.
Block 2c- Respondents should specify the date the project
was/will be first occupied.
Block 2d- For new construction and substantial
rehabilitation projects, advertising must begin at least 90
days prior to initial occupancy. In the case of existing
projects, respondents should indicate whether the
advertising will be used to fill existing vacancies, to place
individuals on the projects waiting list, or to re -open a
closed waiting list. Please indicate how many people are
on the waiting list when advertising begins.
Previous editions are obsolete Page 6 of 8 Form HUD 935.2A (12/2011)
Part 3 Demographics and Marketing Area.
"Least likely to apply" means that there is an
identifiable presence of a specific demographic
group in the housing market area, but members of
that group are not likely to apply for the housing
without targeted outreach, including marketing
materials in other languages for limited English
proficient individuals, and altemative formats for
persons with disabilities. Reasons for not applying
may include, but are not limited to, insufficient
information about housing opportunities, language
barriers, or transportation impediments.
Block 3a - Using Worksheet 1, the respondent
should indicate the demographic composition of the
project's residents, current project applicant data,
census tract, housing market area, and expanded housing
market area. The applicable housing market area
and expanded housing market area should be indicated
in Block le. Compare groups within rows/across columns on
Worksheet 1 to identify any under -represented group(s)
relative to the surrounding housing market area and expanded
housing market area, i.e., those group(s) °least likely to apply"
for the housing without targeted outreach and marketing. If there
is a particular group or subgroup with members of a protected
class that has an identifiable presence in the housing market area,
but is not included in Worksheet 1, please specify under"Other."
Respondents should use the most current demographic
data from the U.S. Census or another official source such
as a local government planning office. Please indicate the
source of your data in Part 8 of this form.
Block 3b - Using the information from the completed
Worksheet 1, respondents should identify the
demographic group(s) least likely to apply for the
housing without special outreach efforts by checking
all that apply.
Part 4 - Marketing Program and Residency Preference (if
any).
Block 4a - A residency preference is a preference for
admission of persons who reside or work in a specified
geographic area (see 24 CFR 5.655(c)(1)(ii)). Respondents
should indicate whether a residency preference is being
utilized, and if so, respondents should specify if it is new,
revised, or continuing. If a respondent wishes to utilize a
residency preference, it must state the preference area (and
provide a map delineating the precise area) and state the
reason for having such a preference. The respondent must
ensure that the preference is in accordance with the non-
discrimination and equal opportunity requirements in 24 CFR
5.105(a) (see 24 CFR 5.655(c)(1)).
Respondents should use Worksheet 2 to show how the
percentage of the eligible population living or working in the
residency preference area compares to that of residents of the project,
project applicant data, census tract, housing market area, and
expanded housing market area. The percentages would be the same as
shown on completed Worksheet 1.
Block 4b - Using Worksheet 3, respondents should describe
their use of community contacts to help market the project to those
least likely to apply. This table should include the name of a
contact person, his/her address, telephone number, previous
experience working with the target population(s), the
approximate date contact was/will be initiated, and the specific
role the community contact will play in assisting with affirmative
fair housing marketing or outreach.
Block 4c - Using Worksheet 4, respondents should describe
their proposed method(s) of advertising to market to those
least likely to apply. This table should identify each media
option, the reason for choosing this media, and the language
of the advertisement. Alternative format(s) that will be used to reach
persons with disabilities, and logo(s) that will appear on the
various materials (as well as their size) should be described.
Please attach a copy of the advertising or marketing material.
Part 5 — Availability of the Fair Housing Poster, AFHMP,
and Project Site Sign.
Block 5a - The Fair Housing Poster must be prominently
displayed in all offices in which sale or rental activity takes
place (24 CFR 200.620(e)). Respondents should indicate all
locations where the Fair Housing Poster will be displayed.
Block 5b -The AFHMP must be available for public inspection
at the sales or rental office (24 CFR 200.625). Check all of the
locations where the AFHMP will be available.
Block 5c -The Project Site Sign must display in a conspicuous
position the HUD -approved Equal Housing Opportunity logo,
slogan, or statement (24 CFR 200.620(f)). Respondents should
indicate where the Project Site Sign will be displayed, as well
as the size of the Sign and the size of the logo, slogan, or
statement. Please submit photographs of project site
signs.
Previous editions are obsolete Page 7 of 8
Form HUD-935.2A (12/2011)
Part 6 - Evaluation of Marketing Activities.
Respondents should explain the evaluation process to be used
to determine if they have been successful in attracting those
individuals identified as least likely to apply. Respondents
should also explain how they will make decisions about future
marketing activities based on the evaluations.
Part 7- Marketing Staff and Training.
Block 7a -Respondents should identify staff positions that
are/will be responsible for affirmative marketing.
Block 7b - Respondents should indicate whether staff has been
trained on the AFHMP and Fair Housing Act.
Please indicate who provides the training and how frequently.
In addition, respondents should specify whether they periodically
assess staff members' skills in using the AFHMP and in applying
the Fair Housing Act. They should state how often
they assess employee skills and how they conduct the
assessment.
Block 7c - Respondents should indicate whether staff has been
trained on tenant selection in accordance with the project's
occupancy policy, including residency preferences (if any).
Respondents should also identify those staff positions that
are/will be responsible for tenant selection.
Block 7d - Respondents should include copies of any written
materials related to staff training, and identify the dates of past
and anticipated training.
Part 8 - Additional Considerations.
Respondents should describe their efforts not previously
mentioned that were/are planned to attract those individuals
least likely to apply for the subject housing.
Previous editions are obsolete
Part 9 - Review and Update.
By signing the respondent assumes responsibility for
implementing the AFHMP. Respondents must review their
AFHMP every five years or when the local Community
Development jurisdiction's Consolidated Plan is updated, or
when there are significant changes in the demographics of the
project or the local housing market area. When reviewing the plan,
the respondent should consider the current demographics of the
housing market area to determine if there have been demographic
changes in the population in terms of race, color, national
origin, religion, sex, familial status, or disability. The respondent will
then determine if the population least to likely to apply for the housing
is still the population identified in the AFHMP, whether the advertising
and publicity cited in the current AFHMP are still appropriate, or
whether advertising sources should be modified or expanded. Even if
the demographics of the housing market area have not
changed, the respondent should determine if the outreach
currently being performed is reaching those it is intended to
reach as measured by project occupancy and applicant data. If
not, the AFHMP should be updated. The revised AFHMP must
be submitted to HUD for approval. HUD may review whether the
affirmative marketing is actually being performed in
accordance with the AFHMP. If based on their review,
respondents determine the AFHMP does not need to be
revised, they should maintain a file documenting what was
reviewed, what was found as a result of the review, and why
no changes were required. HUD may review this
documentation.
Notification of Intent to Begin Marketing.
No later than 90 days prior to the initiation of rental
marketing activities, the respondent must submit notification
of intent to begin marketing. The notification is required by the
AFHMP Compliance Regulations (24 CFR 108.15). The
Notification is submitted to the Office of Housing in the HUD Office
servicing the locality in which the proposed housing will be located.
Upon receipt of the Notification of Intent to Begin Marketing from
the applicant, the monitoring office will review any previously
approved plan and may schedule a pre -occupancy conference.
Such conference will be held prior to initiation of sales/rental
marketing activities. At this conference, the previously
approved AFHMP will be reviewed with the applicant to
determine if the plan, and/or its proposed implementation,
requires modification prior to initiation of marketing in order to
achieve the objectives of the AFHM regulation and the plan.
OMB approval of the AFHMP includes approval of this
notification procedure as part of the AFHMP. The burden hours
for such notification are included in the total designated for this
AFHMP form.
Page 8 of Form HUD-935.2A (12/2011)
Worksheet 1: Determining Demographic Groups Least Likely to Apply for Housing Opportunities
(See AFHMP, Block 3b)
In the respective columns below, indicate the percentage of demographic groups among the project's residents, current project
applicant data, census tract, housing market area, and expanded housing market area (See Instructions to Block 1 e). If you are a new
construction or substantial rehabilitation project and do not have residents or project applicant data, only report information for census
tract, housing market area, and expanded market area. The purpose of this information is to identify any under -representation of
certain demographic groups in terms of race, color, national origin, religion, sex, familial status, or disability. If there is significant
under -representation of any demographic group among project residents or current applicants in relation to the housing/expanded
housing market area, then targeted outreach and marketing should be directed towards these individuals least likely to apply. Please
indicate under -represented groups in Block 3b of the AFHMP. Please attach maps showing both the housing market area and the
expanded housing market area.
Demographic
Characteristics
Project's
Residents
Project's
Applicant Data
Census Tract
Housing Market Area
Expanded
Housing Market
Area
%White
% Black or African
American
r
a
% Hispanic or Latino
1
% Asian
T^
% American Indian or
Alaskan Native
% Native Hawaiian or
Pacific Islander
%Persons
with
Disabilities
% Families with Children
under the age of 18
Other (specify)
Worksheet 2: Establishing a Residency Preference Area (See AFHMP, Block 4a)
Complete this Worksheet if you wish to continue, revise, or add a residency preference, which is a preference for admission of persons
who reside or work in a specified geographic area (see 24 CFR 5.655(c)(1)(ii)). If a residency preference is utilized, the preference
must be in accordance with the non-discrimination and equal opportunity requirements contained in 24 CFR 5.105(a). This Worksheet
will help show how the percentage of the population in the residency preference area compares to the demographics of the project 's
residents, applicant data, census tract, housing market area, and expanded housing market area. Please attach a map clearly
delineating the residency preference geographical area.
Demographic
Characteristics
Project's
Residents
(as determined
in Worksheet 1)
Project's
Applicant Data
(as determined
an Worksheet 1)
Census Tract
(as determined
in Worksheet
1)
Housing Market
Area (as
determined
in Worksheet 1)
Expanded
Housing Market
Area
(as determined in
Worksheet 1)
Residency
Preference Area
(if applicable)
% White
•
% Black or African
American
% Hispanic or
Latino
% Asian
% American Indian
or Alaskan Native
% Native Hawaiian
or Pacific Islander
% Persons with
Disabilities
% Families with
Children under the
age of 18
Other (specify)
Worksheet 3: Proposed Marketing Activities —Community Contacts (See AFHMP, Block 4b)
For each targeted marketing population designated as least likely to apply in Block 3b, identify at least one community contact
organization you will use to facilitate outreach to the particular population group. This could be a social service agency, religious
body, advocacy group, community center, etc. State the names of contact persons, their addresses, their telephone numbers, their
previous experience working with the target population, the approximate date contact was/will be initiated, and the specific role they
will play in assisting with the affirmative fair housing marketing. Please attach additional pages if necessary.
Targeted Population(s)
Community Contact(s), including required information noted above.
Worksheet 4: Proposed Marketing Activities — Methods of Advertising (See AFHMP, Block 4c)
Complete the following table by identifying your targeted marketing population(s), as indicated in Block 3b, as well as
the methods of advertising that will be used to market to that population. For each targeted population, state the
means of advertising that you will use as applicable to that group and the reason for choosing this media. In each block,
in addition to specifying the media that will be used (e.g., name of newspaper, television station, website, location of
bulletin board, etc.) state any language(s) in which the material will be provided, identify any alternative format(s) to be
used (e.g. Braille, large print, etc.), and specify the logo(s) (as well as size) that will appear on the various materials.
Attach additional pages, if necessary, for further explanation. Please attach a copy of the advertising or marketing
material.
Targeted Population(s)—.
Methods of Advertising 1
Targeted Population:
Targeted Population:
Targeted Population:
Newspaper(s)
Radio Station(s)
TV Station(s)
Electronic Media
Bulletin Boards
1
Brochures, Notices, Flyers
Other (specify)
Exhibit F
Form of Amended Mortgage and Security Agreement
Exhibit G
Form of Amended Declaration of Restrictive Covenants
Exhibit H
Form of Amended Rent Regulatory Agreement
Exhibit I
Signage Requirements
Building
Better
Neighborhoods
Mayor Francis Suarez
NAME OF PROJECT
SECOND LINE
THIRD LINE
Francis Suarez
Mayor
Miguel Angel Gabela
District 1
Damian Pardo
District 2
Joe Carollo
District 3
Ralph "Rafael" Rosado
District 4
Christine King
District 5
Arthur Noriega, V
City Manager
EQUAL HOUSING
OPPORTUNITY
Project Construction Cost:
$1,234,567
City Contribution:
$1,234,567
www.miami.gov
(305) 416-2080
MIAMI FOREVER
BONDS
This Project is located in District X
represented by
City of Miami Commissioner
Commissioner XX
Exhibit J
Insurance Requirements
INSURANCE REQUIREMENTS FOR A CERTIFICATE OF INSURANCE -
CONSTRUCTION REQUIREMENTS MFB LOAN AGREEMENTS
I. Commercial General Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Each Occurrence $1,000,000
General Aggregate Limit $ 2,000,000
Products/Completed Operations $ 1,000,000
Personal and Advertising Injury $1,000,000
B. Endorsements Required
City of Miami listed as an additional insured
Contingent and Contractual Liability
Premises and Operations Liability
Explosion, Collapse and Underground Hazard
Primary Insurance Clause Endorsement
I. Business Automobile Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Combined Single Limit
Any Auto
Including Hired, Borrowed or Non -Owned Autos
Any One Accident $1,000,000
B. Endorsements Required
City of Miami listed as an additional insured
lll. Worker's Compensation
Limits of Liability
Statutory -State of Florida
Waiver of subrogation
Employer's Liability
A. Limits of Liability
$1,000,000 for bodily injury caused by an accident, each accident.
$1,000,000 for bodily injury caused by disease, each employee
$1,000,000 for bodily injury caused by disease, policy limit
IV. Umbrella Policy (Excess Follow Form)
A. Limits of Liability
Bodily Injury and Property Damage Liability $2,000,000
Each Occurrence $2,000,000
Aggregate
City of Miami listed as an additional insured. Coverage is excess follow form over
the general liability and auto policies.
V. Payment and Performance Bond
City of Miami listed as an Obligee
VI. Builders' Risk
$TBD
Causes of Loss: All Risk -Specific Coverage Project Location Valuation:
Replacement Cost
Deductible: $10,000 All other Perils
5% maximum on Wind/Hail and Flood
City of Miami listed as loss payees
The above policies shall provide the City of Miami with written notice of cancellation or material
change from the insurer not less than (30) days prior to any such cancellation or material change,
or in accordance to policy provisions.
Companies authorized to do business in the State of Florida, with the following qualifications, shall
issue all insurmlce policies required above:
The company must be rated no less than "A•" as to management, and no less than "Class V" as to
Financial Strength, by the latest edition of Best's Insurance Guide, published by AM. Best Company,
Oldwick, New Jersey, or its equivalent. All policies and /or certificates of insurance are subject to
review and verification by Risk Management prior to insurance approval.
Exhibit K
Certificate of Compliance with Fla. Stat. §212.38
The undersigned and as and
, respectively of 81' Street Properties, LLC ("Developer") hereby certify to the City of
Miami, Florida ("City" and "Lender") that:
1. The City has received a final judgement order validating its multiple series of Miami Forever
Capital Programs Bonds ("Bonds"). The projects to be financed by the Bonds will be undertaken
by the City to, among other things, reduce flooding risks, to improve stormwater infrastructure, to
improve affordable housing, economic development, parks, cultural facilities, streets, and
infrastructure and to enhance public safety within the City's limits.
2. From the Bonds funds, the City as Lender will loan Twelve Million Dollars ($12,000,000.00) to
the Developer to fund the construction and completion of 88 units of affordable housing to be
located at 845 SW 81' Street, Miami, Florida 33130 ("Project").
3. To the best of our knowledge, no finder's fees have been paid in connection with the Miami
Forever Capital Programs for the Essence Miami Project receiving funding from the Bonds in
compliance with Florida Statute §218.386, Florida Statutes. Said section states "no underwriter,
commercial bank, investment banker, financial consultant, or adviser shall pay any finder any
bonus, fee, or gratuity in connection with the sale of general obligation bonds or revenue bonds
issued by any unit of local government, unless full disclosure is made to the unit of local
government prior to or concurrently with the submission of a purchase proposal for bonds by the
underwriter, commercial bank, investment banker, or financial consultant or adviser and
subsequently in the official statement or offering circular, if any, detailing the name and address
of any finder and the amount of bonus, fee, or gratuity paid to such finder." Willful violation of
this section is a felony in the third degree.
Print Name:
1.
2.
Signature:
Title: Date:
a6iv5
Schedule A
1. Construction/Permanent loan from the Ocean Bank, as lender, in the original principal sum not
exceeding $12,700,000.00.