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HomeMy WebLinkAbout26085AGREEMENT INFORMATION AGREEMENT NUMBER 26085 NAME/TYPE OF AGREEMENT 5215 FLAGLER STREET, LLC DESCRIPTION AFFORDABLE/WORKFORCE HOUSING COVENANT RELATED TO CERTAIN IMPACT FEES/JOINDER AND CONSENT BY FEE OWNER AND MORTGAGE/MATTER ID: 26-0838 #22 EFFECTIVE DATE April 13, 2026 ATTESTED BY TODD B. HANNON ATTESTED DATE 4/13/2026 DATE RECEIVED FROM ISSUING DEPT. 4/16/2026 NOTE CITY OF MIAMI DOCUMENT ROUTING FORM )7kcjaWa6 -o g �<OR1�p ORIGINATING DEPARTMENT: Housing and Community Development DEPT. CONTACT PERSON: Maria T Ason NAME OF CONTRACTUAL PARTY/ENTITY: 5215 Flagler Street, LLC IS THIS AGREEMENT TO BE EXPEDITED/RUSH: TOTAL CONTRACT AMOUNT: $ EXT. 1971 TYPE OF AGREEMENT: ❑ MANAGEMENT AGREEMENT ❑ PROFESSIONAL SERVICE AGREEMENT ❑ GRANT AGREEMENT ❑'EXPERT CONSULTANTAGREEMENT 0 LICENSE AGREEMENT C21OTHER (PLEASE SPECIFY): Joinder for Miami Dade — YES 7 NO FUNDING INVOLVED? YES J NO ❑ PUBLIC WORKS AGREEMENT 0 MAINTENANCE AGREEMENT ❑ INTER -LOCAL AGREEMENT ❑ LEASE AGREEMENT ❑ PURCHASE OR SALE AGREEMENT County Affordable/Workforce Covenant PURPOSE OF ITEM (DETAILED SUMMARY/ ADD ADDITONAL PAGES IF NECESSARY): Execute Joinder and Consent form for the Miami Dade County Affordable/Workforce Covenant in connection with the Flagler Villas project. City owns the property. COMMISSION APPROVAL DATE: FILE ID: ENACTMENT No.: IF THIS DOES NOT REQUIRE COMMISSION APPROVAL, PLEASE EXPLAIN: The City owns the property, joinder as owner and lender. ROUTING INFORMATION DATE PLEASE PRIN/AND SIGN APPROVAL BY DEPARTMENT DIRECTOR/ DESIGNEE y igbk PRINT: VICTOR TURNER/4CIIILQUADE (/`' SIGNATURE. erl� APPROVAL BY RISK MANAGEMENT / ' °/� PRINT: DAVID RU D CP SIGNATURE: APPROVAL BY CITY ATTORNEY Ara.-O< °'r )..1 I g ).1 4 PRINT: GEOIAGE KC WYSONG III SIGNATUR(.61. Uk%7` APPROVAL BY ASSISTANT CITY MANAGER `` If //�l`� PRINT: ERICA PASCHAL DARLING SIGNATURE: APPROVAL BY DEPUTY CITY MANAGER PRINT: NATASHA COLEBROOK-WILLIAMS APPROVAL BY CITY MANAGER L4110124, PRINT: JAMES REYES SIGNATURE:Jr' APPROVAL BY CITY CLERK Vb b Ilg PRINT: TODD B. HANNON SIGNATURE: PLEASE ATTACH THIS ROUTING FORM TO ALL DOCUMENTS THAT REQUIRE EXECUTION BY THE CITY MANAGER This instrument was prepared by: Record and return to: Brian J. McDonough, Esq. Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. 15o West Flagler Street, Suite 2200 (Space reserved for Clerk) AFFORDABLE/WORKFORCE HOUSING COVENANT RELATED TO CERTAIN IMPACT FEES KNOW ALL BY THESE PRESENTS THAT the undersigned Owner, the City of Miami (hereinafter, "Owner"), and -the undersigned 5215 Flagler Street, LLC, a Florida limited liability company (hereinafter, "Lessee"), hereby make, declare and impose on the land herein described, these covenants running with the title to the land, which shall be binding on the Owner and the Lessee, all their heirs, successors, and assigns, personal representatives, mortgagees, lessees, and against all persons claiming by, through or under them; and WHEREAS, Owner holds the fee simple title to the land in Miami -Dade County, Florida described in Exhibit "A," attached hereto and made a part hereof, hereinafter called the "Property," which is supported by the attorney's opinion attached as Exhibit "B"; and WHEREAS, Owner has leased the Property to Lessee, pursuant to that certain Ground Lease dated as of December 1o, 2024 by and between Owner and Lessee, as amended by that certain First Amendment to Ground Lease dated as of July 2, 2025 by and between Owner and Lessee, and pursuant to said documents, the Lessee may be the owner of certain improvements to be made to the real Property and may have obligations or responsibilities relating to said improvements; and WHEREAS, the Board of County Commissioners of Miami -Dade County has adopted the Miami - Dade County Mobility, Fire, Police, and Parks Impact Fee Ordinances (collectively, the "Ordinances") in Chapters 33E, 33J, 331, and 33H respectively of the Code of Miami -Dade County, Florida; and WHEREAS, the Ordinances exempt from the required payment of impact fees certain housing units which provide affordab.le;housing for, low and very low income families and/or certain workforce housing units, as defined in the Ordinances, provided that such housing units comply with certain requirements in the Code of Miami -Dade County, including, but not limited to, requirements to restrict such housing units to individuals and families earning up to 12o% of AM I, as more specifically provided for in the Code of Miami -Dade County; and WHEREAS, Owner and Lessee seek the following exemptions (check all that apply): ❑ Mobility ❑ Fire ❑ Police O Parks Affordable/Workforce Housing Covenant Related to Impact Fees, County Fee Owner/Lessee Page z of 7 WHEREAS, the Miami -Dade County Department of Regulatory and Economic Resources (the "Department") through its Director is given authority to administer and effectuate the Ordinances; and WHEREAS, Lessee will construct a project in Miami -Dade County to be occupied by low or very low income families and/or that includes workforce housing units on the property afore described; and WHEREAS, Owner and Lessee have agreed to assure the Department that the project will include 60 units of workforce housing units and/or affordable housing units to be occupied by moderate, low or very low income families according to the Ordinances and the terms states herein, and the above -mentioned number of workforce housing units and/or affordable housing units shall also be considered to be "the Project," as such term is used herein; and WHEREAS, Owner and Lessee are submitting this covenant tominduce the. -Director. -of -the =.. Department to grant an exemption of the aforesaid impact fees in the total amount of the mobility, fire, police, and parks impact fees, whichever fees are applicable; and NOW THEREFORE, in consideration of the covenants and undertakings set forth herein, and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the Owner and Lessee, and all of their successors and assigns, do hereby covenant and agrees as follows: General A. That the Project shall be occupied on a continuous basis by members of the general public who comply with the workforce housing and/or affordable housing exemptions of the Ordinances for a time period no less than fifteen (15) years from the date of this covenant; and B. That impact fees will become due and payable by Lessee, and its successors and assigns, at such time that any of the units referenced in this covenant lose their status as affordable and/or workforce housing, as determined by the Director of the Department, within fifteen (15) years from the date of this covenant. This paragraph shall also be enforceable against the current owner of the Project, and successors and assigns of the .Owner,: all: in. the. sole;- discretion of the Director of the Department; and ..,, :,c., - _ . - •_,:-23 C. In the event that any portion of the Project is rented or:the::subject- .of _a_ rent -purchase-= agreement or similar agreement, as determined by the Director of the Department, a report shall be furnished to the Department each year for a period of five (5) years from the date of this covenant certifying the income of the owners/lessees of the Project and compliance with the provisions of the covenant; and D. In the event that any portion of the Project is sold, prior to such sale, the Lessee (and Owner, as may be applicable) shall provide all documentation as required by the Director of the Department to prove that the prospective occupants comply with the workforce housing and/or affordable housing exemption of the Ordinances. Affordable/Workforce Housing Covenant Related to Impact Fees, County Fee Owner/Lessee Page 3 of 7 Termination. Owner and Lessee, and their successors or assigns, shall have the right, upon written request by both the Owner and Lessee delivered to the Department, to be released and have the Project released from the terms and conditions contained herein upon tender to Miami -Dade County of the full amount of the applicable impact fees in effect at the time of the requested release, payable in accordance with the provisions of the Ordinances. Covenant Running with the Land. This covenant shall constitute a covenant running with the land and may be recorded in the Public Records of Miami -Dade County, Florida, and shall remain in full force and effect and be binding upon Owner and Lessee and all of their successors and assigns until such time as the same is modified or released or as otherwise provided in this covenant. Governing Law. This covenant shall be governed by and construed in accordance with the laws of the State of Florida, both as to substantive rights and those governing remedies: Notice. Any notice required to be given herein shall be given by personal delivery by certified U.S. mail at the address specified below or at such other address as may be specified in writing by the parties. DEPARTMENT Department of Regulatory and Economic Resources Stephen P. Clark Center 111 NW 1 Street, Suite 1210 Miami, Florida 33128 Attn: Director LESSEE 5215 Flagler Street, LLC 2850 Tigertail Ave., Suite 800 Miami, Florida 33133 Attn: Alberto Milo, Jr. OWNER City of Miami Department of Housing and Community Development 444 S.W. end Avenue Miami, FL 3313o-ig10 Attn: Victor Turner, Director With Copy To: George K. Wysong III City Attorney City of Miami 444 S.W. znd Avenue Miami, FL3313o-1910 Joinder. The Owner and Lessee hereby certify that any and all mortgagees have joined this covenant, as evidenced through a written joinder to be attached hereto. Owner. The term Owner shall include all of Owner's heirs, assigns, and successors in interest. Lessee and Obligations of Lessee. The term Lessee shall include all of Lessee's heirs, assigns, and successors in interest. Pursuant to the terms of the referenced lease, Lessee agrees that Lessee, and its heirs, successors, and assigns, is intended to be solely responsible for compliance with the terms of this covenant, including, but not limited to, the provision of reports and documentation, and that Affordable/Workforce Housing Covenant Related to Impact Fees, County Fee Owner/Lessee Page 4 of 7 Lessee, and its heirs, successors, and assigns, is intended to be solely responsible for any violations of this covenant, including, but not limited to any requirement to pay impact fees based on such a violation. This paragraph is primarily intended for notice and informational purposes and shall not be interpreted to modify, supplement, or otherwise amend the referenced Lease or any other contract between the County and Lessee. No Limitation on the County. Notwithstanding the paragraph above entitled "Lessee and Obligations of Lessee" or anything to the contrary herein, this covenant shall run with the land and shall be binding on all future owners of the Property, as well as the Lessee and Lessee's heirs, successors, and assigns. Nothing in this covenant shall be interpreted as a limitation on the County's enforcement of this covenant, including, but not limited to, the County's ability to enforce the terms of this covenant against any and all Owners of the Property, the Lessee, and/or the Lessee's heirs, successors, and assigns. _ .:_ _ _ ..._f ._ _ - Severability. If any provision of this covenant shall be invalid, illegal, or unenforceable, the validity, legality, and enforceability of the remaining provisions shall not be affected or impaired. [Execution Pages for Lessee and Owner Follow] Affordable/Workforce Housing Covenant Related to Impact Fees, County Fee Owner/Lessee Page 5 of 7 JOINDER AND CONSENT BY FEE OWNER AND MORTGAGEE The undersigned City of Miami, a municipal corporation of the State of Florida ("City"), as fee simple owner of the Property, as Mortgagee pursuant to that certain Leasehold Mortgage and Security Agreement in favor of the City of Miami, a municipal corporation of the State of Florida, recorded in Official Records Book 34770, Page 1754, and as Mortgagee pursuant to that certain Leasehold Mortgage and Security Agreement in favor of the City of Miami, a municipal corporation of the State of Florida, recorded in Official Records Book 34843, Page 2357, all of the Public Records of Miami -Dade County, Florida covering all/or a portion of the property described in the foregoing agreement, does hereby join and consent to the Affordable Housing Covenant. Signed, witnessed, executed and acknowledged on this day of , 2026. ATTEST: Date: APPROVED AS REQUI EME David Rui Interim RANCE ector of.Risk Management APPROVED AS TO DEPARTMENTAL REQUIREMENTS: By: v� Victor T. Turner Director of the Department of Housing and Community Development CITY OF MIAMI, a municipal corporation of the State of Florida y: James Rey �y I1 anager APPROVED AS TO FORM AND CORRECTNESS: George R. Wysong City Attorney p ZC en3e Affordable/Workforce Housing Covenant Related to Impact Fees, County Fee Owner/Lessee Page6of7 JOINDER OF FIRST MORTGAGEE (Bond Loan) The undersigned, as Mortgagee under that certain Leasehold Mortgage, Assignment of Rents, Security Agreement and Financing Statement in favor of Housing Finance Authority of Miami -Dade County, Florida, a public body corporate and politic created, organized and existing under the laws of the State of Florida, recorded in Official Records Book 34840 Page 1919, as assigned to The Bank of New York Mellon Trust Company, as Fiscal Agent, by Assignment of Leasehold Mortgage, Assignment of Rents, Security Agreement and Financing Statement, recorded in Official Records Book 34840 Page 1943, all of the Public Records of Miami -Dade County, Florida, covering all/or a portion of the property described in the foregoing agreement, does hereby acknowledge that the terms of this agreement are and shall be binding upon the undersigned and its successors in title. 2026. IN WITNESS WHEREOF, these presents have been executed this day of FIRST MORTGAGEE: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., a national banking association, as Fiscal Agent By: Name: Title: STATE OF ) ) SS: COUNTY OF ) The foregoing instrument was acknowledged before me by means of ❑ physical presence or ❑ online •notarization this of , 2026, by as of The Bank of New York Mellon Trust Company, N.A., as Fiscal Agent, who is personally known to me or has produced , as identification Print or Stamp Name: Notary Public, State of Florida at Large Commission No.: My Commission Expires 2. 60 k$ Affordable/Workforce Housing Covenant Related to Impact Fees, County Fee Owner/Lessee Page 7 of 7 JOINDER OF SECOND MORTGAGEE (Southstate Bank Loan) The undersigned, as Mortgagee under that certain Leasehold Mortgage, Assignment of Rents, Security Agreement and Financing Statement in favor of Southstate Bank, N.A., a national association, recorded in Official Records Book 34840, Page 1960 of the Public Records of Miami -Dade County, Florida covering all/or a portion of the property described in the foregoing agreement, does hereby acknowledge that the terms of this agreement are and shall be binding upon the undersigned and its successors in title. IN WITNESS WHEREOF, these presents have been executed this day of 2026. SECOND MORTGAGEE:. . SOUTHSTATE BANK, N.A., a national association By: Name: Title: STATE OF ) ) SS: COUNTY OF ) The foregoing instrument was sworn and acknowledged before me by means of ❑ physical presence or ❑. online notarization this day of , 2026, by as of Southstate Bank, N.A.. who is personally known to me or has produced , as identification. __..._....... Notary Public State of Florida at Large My Commission Expires: #14375906 v2 26025