HomeMy WebLinkAbout26216AGREEMENT INFORMATION
AGREEMENT NUMBER
26216
NAME/TYPE OF AGREEMENT
2901 WYNWOOD, LLC
DESCRIPTION
HOME LOAN AGREEMENT/NEW CONSTRUCTION OF
RENTAL PROJECT/MATTER ID: 24-7/#76
EFFECTIVE DATE
June 24, 2026
ATTESTED BY
TODD B. HANNON
ATTESTED DATE
6/24/2026
DATE RECEIVED FROM ISSUING
DEPT.
7/15/2026
NOTE
aDaIle
HOME LOAN AGREEMENT
FOR
2901 WYNWOOD, LLC
This HOME Investment Partnerships Program ("HOME Program") Loan Agreement (this "Loan
Agreement" or "Agreement") for View 29 is dated as of this day of June, 2026, by and
between the CITY OF MIAMI, a municipal corporation of the State of Florida (hereinafter the
"City" or "Lender"), and 2901 WYNWOOD, LLC, a Florida limited liability company
(hereinafter the "Project Sponsor" or "Borrower").
FUNDING SOURCE: HOME Program
AMOUNT: $1,500,000.00 in HOME Investment Partnerships Program
Funds
RESOLUTION:
PROJECT NAME:
PROJECT TYPE:
PROJECT SPONSOR:
LAND OWNER:
TERM OF THE AGREEMENT:
AFFORDABILITY PERIOD:
HOME ASSISTED UNITS:
PROPERTY ADDRESS:
The City of Miami Housing and Commercial Loan
Committee approval on December 19, 2023, and as amended
on September 20, 2024, and on March 25, 2026, and on May
6, 2026, and on July 15, 2026.
View 29
New Construction of a Rental Project
2901 Wynwood, LLC, a Florida limited liability company
New Urban Development LLC
See Section 1.19
Thirty (30) years commencing from the Close-out of the
Project
Thirty-six (36) of the Affordable Units shall be HOME
Assisted Units for eligible individuals; Ten (10) of the
HOME Assisted Units shall be allocated for Very -Low
Income Households; Twenty -Six (26) of the HOME
Assisted Units shall be allocated for Low -Income
Households
2901 NW 2nd Avenue, Miami Florida 33127 (Folio
Number: 01-3125-028-0510)
Page Y of 42
IDIS NUMBER:
ORACLE NUMBER:
EXHIBITS ATTACHED HERETO AND INCORPORATED HEREIN:
Exhibit "A" Legal Description
Exhibit "B" Scope of Work/Project Schedule
Exhibit "C" Budget
Exhibit "D" Form of Disbursement Agreement
Exhibit "E" Affirmative Marketing Procedures and Responsibilities
Exhibit "F" Form of Mortgage and Security Agreement
Exhibit "G" Form of Declaration of Restrictive Covenants
Exhibit "H" Form of Rent Regulatory. Agreement
Exhibit "I" Signage Requirements
Exhibit "J" Additional Insurance Requirements
Exhibit "K" Anti -Human Trafficking Affidavit
Schedule A Schedule of Permitted Senior Financing
RECITALS
WHEREAS, the Project Sponsor is the developer of the real property described in Exhibit
"A." The Project Sponsor is constructing an affordable housing project that will be known as
View 29 that will increase the supply of rental housing units including units for Very Low, and
Low Income Individuals and Households, by providing additional affordable rental units.
WHEREAS, on December 19, 2023 and as amended on September 20, 2024, and on March
25, 2026, and on May 6, 2026, and on July 15, 2026, the City's Housing and Commercial Loan
Committee ("HCLC") approved an allocation of ARPA funds in the amount of $2,750,000.00 and
an allocation of Home Investment Partnership ("HOME") funds in the amount of $1,500,000.00
to Project Sponsor for the Project's hard construction costs; and
WHEREAS, the City and the Project Sponsor intend and agree that the HOME Funds be
subject to the terms and conditions of this 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:
Page 2 of 42
1.1 Affordability Period:
The period of time that the Assisted Units must
remain Affordable, in compliance with 24 CFR
§92.252 and 24 CFR §92.254. The Affordability
Period for this Project will be thirty (30) years,
commencing on the Close -Out of the Project.
1.2 Affordable: A project or unit that satisfies the requirements set
forth in 24 CFR Part 92.
1.3 Close -Out of the Project:
1.4 Contract Records:
1.5 Effective Date:
1.6 Omitted
The date on which the Project has satisfied all of the
requirements on the Project's IDIS account and the
IDIS account is closed, and the Project has obtained
all of the required Certificate(s) of Occupancy and all
HOME Assisted Units have been leased to eligible
HOME tenants.
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 relating to
the use of the HOME Funds 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 Agreement has been signed
by the City Manager and attested to by the City
Clerk.
1.7 HUD: The United States Department of Housing and Urban
Development.
1.8 HOME Assisted Units,
or Assisted Units:
Thirty -Six (36) of the Project's total One Hundred
Sixteen (116) residential apartment units, will be
HOME Assisted Units or Affordable units for
households/individuals. Ten (10) of the Affordable
units shall be allocated for Very -Low Income
Page 3 of 42
1.9 HOME Loan Documents, or
Loan Documents:
Households; Twenty -Six (26) of the HOME Assisted
Units shall be allocated for Low Income Households.
The payable rents on the HOME Assisted Units are
subject to the Covenant and the Rent Regulatory
Agreement. Further restrictions apply to the HOME
Assisted Units as provided in this Agreement, the
Covenant, the other HOME Loan Documents and the
Legal Requirements, as applicable. The HOME
Assisted Units shall remain Affordable throughout
the Affordability Period.
This Agreement and all other documents that may
now or hereafter evidence or secure the HOME
Funds together with other documents executed in
connection therewith or presented by the Project
Sponsor to the City in connection therewith or
herewith, including but not limited to Exhibits D, F,
G, H, and the Note, and all amendments, extensions
and renewals to any of the foregoing.
1.10 HOME Funds, or, the Loan: The loan in the amount of $1,500,000.00 from the
City to the Project Sponsor for Project construction.
1.11 HOME Program:
The program created by the National Affordable
Housing Act of 1990 to strengthen public/private
partnerships to provide more Affordable housing to
qualified persons.
1.12 HOME Requirements: The requirements contained in this Agreement, 24
CFR Part 92 and any other requirements imposed by
the City.
1.13 Legal Requirements: All federal, state and local laws, regulations and
requirements relating or pertaining to the HOME
Loan and/or the Project, and any requirements
imposed by the City.
1.14 Low -Income
Household: Annual income does not exceed sixty percent (60%)
of the median income for the area, as determined by
HUD, with adjustments and certain exceptions as
provided in 24 CFR Part 92.
1.15 Very Low -Income
Household: Annual income does not exceed fifty percent (50%)
of the median income for the area, as determined by
Page 4 of 42
1.16 Project:
1.17 Property:
1.18 Permitted Senior
Financing:
1.19 Omitted
1.20 Term:
1.21 The Covenant:
1.22 Treasury:
HUD, with adjustments and certain exceptions as
provided in 24 CFR Part 92.
View 29 is new construction consisting of a 12-floor
residential building located at 2901 NW 2nd Avenue
Miami, Florida 33127. The project will have a total
of one hundred sixteen (116) units. Thirty-six (36)
Affordable HOME Assisted Units shall be occupied
by eligible tenants, as described herein, and shall be
comprised of ten (10) one bedroom/one bathroom
apartment units, twenty-six (26) two-bedroom/one-
bathroom apartment units. The building on the
Property shall be constructed in accordance with the
Project Schedule/Scope of Work and the plans and
specifications, attached hereto and incorporated
herein as Exhibit "B", that will provide affordable
housing opportunities in accordance with HUD
income guidelines.
The real property, together with other real property,
and all improvements thereon, located at 2901 NW
2nd Avenue Miami, Florida 33127, in the County of
Miami -Dade, State of Florida, on which the Project
is being constructed, as legally described in Exhibit
"A," attached hereto and incorporated herein.
The loan(s) specified to be senior to the Loan as set
forth in Schedule 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 Agreement is terminated sooner
as provided for herein.
A Declaration of Restrictive Covenants recorded in
the Public Records of Miami -Dade County, Florida
to ensure that the HOME Assisted Units will qualify
and remain Affordable during the Affordability
Period.
United States Department of the Treasury
Page 5 of 42
1.23 Rent Regulatory Agreement: See Exhibit "H"
1.24 The Note:
The Promissory Note of even date herewith
evidencing the Loan, executed by the Project
Sponsor in favor of the City.
1.25 The Mortgage The Leasehold 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."
1.25 Investor Members: Collectively, Red Stone — Fund 47, LLC, a Delaware
limited liability company, Red Stone Equity
Manager, LLC, a Delaware limited liability
company, or the designee of each, and their permitted
successors and assigns.
1.26 Permitted Subordinate
Financing: The loan(s) specified to be subordinate to the Loan
as seen in Schedule A, attached hereto and
incorporated herein.
ARTICLE II
HOME FUNDS
Upon satisfaction of all conditions set forth herein, the City has disbursed or shall disburse
the HOME Funds to the Project Sponsor for the purposes herein set forth.
2.1 Use of Funds. The View 29 Project is a new construction consisting of a 12-floor
residential building located approximately at 2901 NW 2nd Avenue Miami, Florida 33127. The
Project consists of a total of one hundred sixteen (116) units. Thirty-six (36) units will be HOME
Assisted Units which shall be occupied by Very Low -Income and Low -Income Households for a
period of thirty (30) years, commencing at the Close -Out of the Project.
The thirty-six (36) HOME Assisted Units shall be occupied by eligible individuals; the
HOME Funds shall be used for certain development costs and for construction hard costs of the
Project, in accordance with the Scope of Work/Project Schedule attached hereto and incorporated
herein as Exhibit "B" and the Budget attached hereto and incorporated herein as Exhibit "C."
2.2 Disbursement. The HOME 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
Disbursement Agreement, of even date herewith, which is entered into by the City and the Project
Sponsor (the "Disbursement Agreement") and is attached hereto and incorporated herein as
Exhibit "D". The Project Sponsor shall not request disbursement of such Funds until such Funds
Page 6 of 42
are needed for payment of eligible costs. The amount of each request for disbursement must be
limited to the amount needed for the payment of eligible costs. The Project Sponsor agrees and
affirms that any expenditure of the HOME Funds will be in compliance with the requirements of
24 CFR §92.206.
Project Sponsor acknowledges and affirms that Fifty Thousand and 00/100 Dollars
($50,000.00) of the HOME Funds was awarded to the Project for, and may be used by the City to
cover, certain costs incurred by the City in connection with the Project.
2.3 Repayment of HOME Funds. Repayment by the Project Sponsor of principal,
accrued interest, and other costs and charges set forth in the HOME Loan Documents shall be
repaid as follows:
A. Absent an Event of Default, payment of principal, and interest set forth in the Loan
Documents shall not be required throughout the Affordability Period, however, commencing
upon Close -Out of the Project and continuing until the expiration of the Affordability Period,
interest on the HOME Funds outstanding shall accrue at the rate of zero percent (0%) per annum.
The principal and any accrued interest will be deferred to the end of the thirty (30)-year
Affordability Period, at which time the principal and accrued interest are due and payable, unless
payable sooner upon acceleration as provided herein, provided, however, that the outstanding
principal balance and any accrued and unpaid interest may be forgiven, in the City's sole and
absolute discretion, in full upon the expiration of the Affordability Period and so long as Borrower
has complied with all terms and conditions of the Loan Documents and no Event of Default has
occurred and is continuing. Payment or reimbursement of the City's expenses as provided in
Section 7.1 hereof shall not be deferred.
The principal will be deferred to the end of the thirty (30) year Affordability Period, at
which time the principal and all accrued interest are due and payable.
B. The Project Sponsor shall not agree to any transaction or agreement that will create
additional mandatory superior payments without the City's prior written approval other than as
set forth on Schedule "A" attached hereto and made a part hereof.
C. Notwithstanding any provision herein to the contrary, the amount of the HOME Funds
disbursed hereunder, together with all interest accrued thereon, shall become due and payable
upon the occurrence of an Event of Default as described in Article VII below and the continuance
of such Event of Default beyond the applicable cure period, if any.
2.4 Commitment Fee: Project Sponsor agrees to pay the City a $5,000.00 commitment fee
prior to the disbursement of any HOME Funds.
ARTICLE III
DISBURSEMENT REQUIREMENTS
3.1 CONDITIONS OF DISBURSEMENT OF HOME FUNDS.
Page 7 of 42
The City shall not be obligated to disburse the HOME Funds 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, the Project Sponsor's
leasehold estate 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 HOME Program. Evidence of the Project Sponsor's satisfactory compliance with
all of the applicable requirements of the HOME Program, pursuant to 24 CFR Part
92, as hereinafter detailed.
3.1.5 Corporate Documents.
(a) The operating agreement, or its equivalent, and a status certificate for the
Project Sponsor and its Manager, certified by the appropriate governmental
authority.
(b)
Resolutions, and incumbency certificates, or, in the case of a limited
liability company, their equivalent, for the Project Sponsor and its Manager
certified by the Corporate Secretary or other authorized signer, authorizing
the consummation of the transactions contemplated hereby, all satisfactory
to the City.
(c) Evidence satisfactory to the City that Project Sponsor or any member of
such entity, is qualified to receive funds under the HOME Program in
accordance with the accordance with the HOME Requirements. As of the
date of this Agreement the Project Sponsor is in compliance with this
requirement.
3.1.6 Insurance Policies. The Project Sponsor shall be required to obtain and furnish
evidence of insurance coverage the City may require during the Term of this Agreement,
including, but not limited to that described on Exhibit "J" attached hereto and made a part
hereof. All such policies shall provide the City with a mandatory written notice of
cancellation or material change from the insurer not less than thirty (30) days prior to any
Page 8 of 42
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 and a letter of credit, in a form acceptable to the City in its sole and
absolute discretion, fourteen (14) calendar days prior to the start of Project shall delay the
disbursement of the HOME Funds.
3.1.7 Operative Documents. This Agreement, the Covenant, the Note, the Mortgage, the
Rent Regulatory Agreement, the Disbursement Agreement, the other HOME Loan
Documents, and all other HOME Documents, shall be duly and lawfully executed by the
Project Sponsor and in recordable form, where appropriate.
3.1.8 Appraisal. A current appraisal of the Property made by a member of the American
Institute of Real Estate Appraisers.
3.1.9 List of Contractors and Subcontractors. A list of all of the Project Sponsor's
subcontractors and contractors as of the date of execution of this Agreement, and
copies of all contracts in excess of $100,000 for the performance of services or the
supply of materials in connection with the Project to be funded pursuant to this
Agreement.
3.1.10 Compliance with HOME Requirements. All other documents required by the
HOME Program evidencing compliance with HOME Requirements.
3.1.11 Firm Commitments for Construction Financing. Evidence of firm commitments
for a construction/permanent loan(s) as provided for in the Budget, attached hereto
as Exhibit "C" and made a part hereof.
3.1.12 Evaluation of Project Costs. The evaluation of the Project's costs as prepared by
an independent engineer/general contractor, engaged by the Project Sponsor, that
supports the total projected construction costs of the Project.
3.1.13 First Source Hiring Agreement. N/A.
3.1.14 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.
3.1.15 Environmental Report. The Project Sponsor shall submit all information requested
by the City with respect to the Project including, but not limited to, a current Phase
I Environmental Assessment Report in a form acceptable to the City. In the
avoidance of doubt, Project construction must not commence, nor will any HOME
Funds be advanced or disbursed, nor are any costs to be incurred, until satisfactory
completion of Phase I Environmental Assessment Report in a form acceptable to
the City.
Page 9 of 42
3.1.16 Audit Report. The Project Sponsor shall submit audit reports, as are required herein,
to the City.
3.1.17 Personnel Policies and Administrative Procedure Manuals. The Project Sponsor
shall submit detailed documents describing the Project Sponsor's internal
organizational structure, property management and procurement policies and
procedures, personnel 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.
3.1.18 Certificate Regarding Lobbying. Such Certificate Regarding Lobbying as may be
requested by the City.
3.1.19 Certificate Regarding Debarment, Suspension, and Other Responsibility Matters.
Such Certificate Regarding Debarment, Suspension and Other Responsibility
Matters as may be requested by the City.
3.1.20 Public Entity Crime Affidavit. Such Public Entity Crime Affidavit as may be
required by the City.
3.1.21 Environmental Clearance. an environmental review and receipt by the City of a
release of funds from HUD under 24 CFR Part 58. HOME Funds will not be
disbursed until the Removal of Grant Condition is received by the City from HUD.
3.1.22 Anti -Human Trafficking. The Project Sponsor confirms and certifies that it is not
in violation of Section 787.06, Florida Statutes, and that it does not and shall not
use "coercion" for labor or services as defined in Section 787.06, Florida Statutes.
The Property Owner shall execute and submit to the City an Affidavit, of even date
herewith, in compliance with Section 787.06(13), Florida Statutes, attached an
incorporated herein as Exhibit "K". If the Project Sponsor fails to comply with the
terms of this Section, the City may suspend or terminate this Agreement
immediately, without prior notice, and in no event shall the City be liable to Project
Sponsor for any additional compensation or for any consequential or incidental
damages.
3.1.23 All other documents required by the City.
3.1.23 Project Sponsor Compliance. The Project Sponsor shall be in full compliance with
the requirements of previously funded City projects that are either under
construction or in their affordability periods, including, but not limited to, the
requirements of applicable Office of Management and Budget ("OMB") Circular(s)
and any other reporting and insurance requirements imposed by the City for those
projects.
Page 10 of 42
ARTICLE IV
HOME PROGRAM REQUIREMENTS
The Project Sponsor shall comply with all applicable requirements of the HOME Program
as provided in 24 CFR Part 92 including, but not limited to, the following HOME Requirements:
4.1 GENERAL.
4.1.1 The Project Sponsor shall maintain current documentation that its activities
qualify under the HOME Requirements.
4.1.2 The Project Sponsor shall ensure that any expenditure of the HOME Funds
will be in compliance with the requirements of 24 CFR §92.206.
4.1.3 The Project Sponsor shall comply with all the non-discrimination
requirements of 24 CFR §92.350.
4.1.4 The Project Sponsor shall comply with the affirmative marketing
requirements specified in Exhibit "E" attached hereto and incorporated
herein; further the Project Sponsor shall annually report to the City on all
actions taken to comply with said requirements as same are specified in
Exhibit "E".
4.1.5 The Project Sponsor shall comply with all applicable provisions of 24 CFR
Part 92, including, but not limited to: (i) the displacement, relocation and
acquisition requirements of 24 CFR §92.353; (ii) the labor requirements of
24 CFR§92.354; (iii) the conflict of interest provisions prescribed in 24
CFR §92.356(f), in addition to the conflict of interest provisions specified
under Section 6.7 of this Agreement; and (iv) shall carry out each Project
activity in compliance with all other applicable Federal laws and
regulations.
4.1.6 The Project Sponsor shall ensure that, upon Close -Out of the Project and
throughout the Affordability Period, the Project meets the same property
standards contained in 24 CFR §92.251 and the lead -based paint
requirements of 24 CFR §92.355 and 24 CFR Part 35, subparts A, B, J, K,
M and R.
4.1.7 Throughout the Affordability Period the Project Sponsor shall comply with
all Project housing quality standards imposed by the City.
4.1.8 The Project Sponsor agrees that throughout the Affordability Period, Rents
and tenant incomes for the HOME Assisted Units shall be monitored by the
City.
Page 11 of 42
4.1.9 The Project Sponsor shall comply with the project requirements of 24 CFR
Part 92, subpart F, as applicable in accordance with the type of project
assisted.
4.1.10 Attendance at citizen participation committees/meetings, provided the
Project Sponsor is provided reasonable notice of such committees/meetings.
4.1.11 The Project Sponsor shall, to the greatest extent possible, give Low -Income
residents of the service community opportunities for training and
employment.
4.1.12 The Project Sponsor shall ensure and maintain documentation that
conclusively demonstrates that each activity assisted in whole or in part with
HOME Funds is an activity that benefits Low -Income and Very Low
Income Households.
4.2 REAL PROPERTY.
4.2.1 Any real property that was acquired or unproved in whole or in part with
HOME Funds received from the City shall be either:
(a) Used to complete one of the HOME eligible activities as required
by and defined in 24 CFR Part 92 for such period of time as
determined by the City, based on the eligible activity.
(b) Disposed of in a manner that results in the City being reimbursed for
the amount of the current fair market value of the Property as may
be determined by the City in its sole and absolute discretion, less
any proportionate portion of the value attributable to expenditures
of non -HOME funds for the acquisition, or improvement, of the
Property.
(c) If not used in accordance with paragraph (a) above, then that shall
constitute an Event of Default and Project Sponsor shall pay to the
City an amount equal to the amount of HOME Funds disbursed at
the time of default plus accrued interest from the time of the default.
4.2.2 All real property purchased in whole or in part with funds for this
Agreement 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 property records shall describe the
programmatic purpose for which the property was acquired and identify the
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HOME 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 HOME activity that will be
completed.
4.3 PERSONAL PROPERTY.
4.3.1 Definitions.
(a) Personal Property. Personal Property of any kind except real property:
1) Tangible. All personal property having physical existence.
(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 $500.00 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 and 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.
(c) Ownership of all non -expendable personal property purchased in whole or
in part with funds given to the Project Sponsor pursuant to the terms of this
Agreement shall vest in the City.
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4.4 DISPOSITION. The Project Sponsor shall obtain the prior written approval of the City for
the disposition of real property, expendable personal property and non -expendable personal
property purchased in whole or in part with funds given to the Project Sponsor or its general
contractors or its subcontractors pursuant to the terms of this Agreement, 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, subject to the terms of the subordination agreements, dated
on or about the date hereof, to which both Borrower and City are parties (collectively,
"Subordination Agreement").
4.5 SUBCONTRACTS AND ASSIGNMENTS.
4.5.1 The Project Sponsor shall ensure that all Project general contractors and
subcontracts and assignments funded with HOME Funds hereunder:
(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;
(d) Incorporate a provision requiring compliance with all applicable regulatory
and other requirements of this Agreement, including but not limited to the
City's Minority Procurement Ordinance, and with any other conditions
and/or approvals that the City may deem necessary. The requirements of
this subparagraph apply to general contractors and 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 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
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 consultant contracts and other contracts
with general contractors and subcontractors funded with HOME funds hereunder
the following provision:
"[The Project Sponsor] 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 [the Project Sponsor]. [The Consultant] assumes full
responsibility for the provision of all insurance and fringe benefits for
himself/herself/itself and employees retained by [the Consultant] in carrying out
the Scope of Services provided in this contract."
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4.5.3 The Project Sponsor shall be responsible for monitoring the contractual
performance of all subcontractors and general contractors.
4.5.4 The Project Sponsor shall submit to the City for its review and confirmation any
contract with general contractors or subcontractors engaging any party who agrees
to carry out any substantive programmatic activities, to ensure its compliance with
the requirements of this Agreement. The City's review and confirmation shall be
obtained prior to the release of any HOME funds for the Project Sponsor's
subcontractor(s) general contractor(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
Agreement.
4.5.6 Approval by the City of any contract with subcontractors or general contractors 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
Agreement.
4.5.7 The Project Sponsor and its general contractors and subcontractors shall comply
with the Davis -Bacon Act, 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", if applicable, 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 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 If the City requests it, the Project Sponsor shall submit to the City, for written prior
approval, all proposed Solicitation Notices, Invitations for Bids, and Requests for
Proposals.
4.6 REPORTING OBLIGATIONS.
4.6.1 The Project Sponsor shall submit the following as required by the City:
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" attached hereto. 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.
Page 15 of 42
4.6.1.2 Inventory Report. The Project Sponsor shall furnish such reports on
the Project real property, as specified in Paragraph 4.2 hereof, as
may be requested by the City.
4.6.13 Affirmative Action Plan. The Project Sponsor shall report to the
City such information relative to the equality of Project employment
opportunities as and when requested by the City.
4.6.1.4 Assurance of Compliance with Section 504 of the Rehabilitation
Act. The Project Sponsor shall report on its 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"
attached hereto.
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 $100,000 for the performance of services or the supply
of materials in connection with the Project and to be funded pursuant
to the terms and conditions of the Regulatory Agreement and this
Agreement.
4.6.1.7 Previously Funded City Projects. The Project Sponsor shall comply
with (i) all applicable reporting requirements relating to the Project
Sponsor's previously funded City projects which are under
construction or in the Affordability Period, including, without
limiting the foregoing, OMB A-133; and (ii) all applicable insurance
requirements relating to such other previously funded projects of the
Project Sponsor.
4.6.1.8. Audits, Other Information and Records.
(i)
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.
Page 16 of 42
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
e. Notes
The financial statements shall be accompanied by a
certification of the Project Sponsor as to the accuracy of
such financial statements.
A late fee of $500.00 will be assessed by the City for failure
to submit any of the required audited financial statements
or the certification each year as required.
At the request of the City, the Project Sponsor shall also
furnish to the City, within thirty (30) days of a request by
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.
(ii) 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 funds
provided directly or indirectly by the City pursuant to the
terms of this Agreement.
(iii) The Project Sponsor shall ensure that the Contract Records
shall be at all times subject to and available for full access
and review, inspection or audit by the City and federal
personnel and any other personnel duly authorized by the
City.
(iv) The Project Sponsor shall include in all Project contracts
with subcontractors or general contractors, 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.
Page 17 of 42
The Project Sponsor shall submit to the City all reports described in this Section 4.6, and
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 Agreement, the Rent Regulatory Agreement, the other HOME Loan
Documents and all Legal Requirements.
4.6.2 Federal, State and County Laws and Regulations.
4.6.2.1 The Project Sponsor shall comply with all applicable provisions of
federal, state, county and City laws, regulations, rules and
administrative requirements, such as OMB Circular No. A-122,
OMB Circular No. A-110, OMB Circular No. A-21, and OMB
Circular No. A-133, which are incorporated herein by reference, as
they may be revised from time to time.
4.6.2.2 The Project Sponsor shall comply with all applicable federal laws
and regulations such as: 24 CFR Part 92; 24 CFR 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.
4.6.2.3 If the amount payable to the Project Sponsor pursuant to the terns
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
CFR Part 15); and Executive Order 11738.
4.7 ADDITIONAL HOME FUNDING. The Project Sponsor acknowledges that under the
HOME Program, additional HOME funds may be committed to the Project up to one (1)
year after "Project Completion", but the amount of HOME funds in the Project may not
exceed the per -unit subsidy amount established in 24 CFR Part 92.
ARTICLE V
Page 18 of 42
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 HOME Funds, and to own, operate and develop the Project. 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.
The Project shall comply with all applicable HOME Requirements, as may be amended
from time to time. 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.
5.2 Correctness of Documents. The cost estimates, Budget, settlement disclosure,
schedules, and all other documents furnished to the City in accordance with the HOME Program,
this Agreement, and/or the other HOME Loan Documents, are true and correct in all material
respects as of the date of this Agreement 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. As of the date of this Agreement,
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
the HOME 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 HOME Loan 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
Agreement and the other HOME Documents, the consummation of the other transactions
contemplated hereby, and the ownership and development of the Project as contemplated hereby
and by the other HOME Documents: (i) to the best of the Project Sponsor's knowledge, 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.
Page 19 of 42
5.5 Valid Obligations. This Agreement and all of the other HOME Loan 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 leasehold title
to the Property, subject only to: (a) the exceptions and other matters set forth in that certain Title
Insurance Commitment (Order Number 10741637) issued by Fidelity National Title Insurance
Company, effective as of [January 7,__2026, at11:00_pm], as endorsed. (collectively, the "Title
Commitment and Exceptions"); (b) any commercial space master lease and any subleases
thereunder; and (c) 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 other than set forth
in the Title Commitment and Exceptions.
5.9 Scope of Work. The Scope of Work is complete in all respects, and contains all
details requisite 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 HOME Assisted Unit each which may be entered into from time to
time and any commercial space master lease and any subleases thereunder.
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 or suffer waste or negligence on the
Project.
Page 20 of 42
5.13 Fraud. No fraud by the Project Sponsor has occurred in the qualification of the
Project, the Project Sponsor and/or the Property under the HOME Program, the negotiation of this
Agreement and the other HOME 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, to the best of the Project Sponsor's
knowledge and belief, 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 HOME
Requirements affecting the ownership, use, construction, lease and operation of the Project.
5.17. Other Project Financing. With the exception of the Permitted Senior Financing and
Permitted Subordinate Financing, the Project Sponsor has not applied for nor received, and does
not otherwise have available, in connection with the Project any other senior financing/funding,
except for those funds, loans and/or loan commitment previously identified in writing to, and
approved by, the City as set forth on the attached Schedule A the ("Permitted Senior Financing").
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 the HOME Funds hereunder by
the Project Sponsor shall be deemed to be a reaffirmation of each of the representations and
warranties given in this Agreement.
ARTICLE VI
PROJECT SPONSOR'S AND OWNER'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 hereto.
Project Sponsor shall: (a) meet all of its obligations hereunder and under all of the HOME
Loan Documents executed in connection herewith, (b) commence construction within six (6)
months from the Effective Date of the contract, (c) obtain all certificates of occupancy required
for the Project within eighteen (18) months from the Effective Date, (d) within eighteen (18)
months after the issuance of the certificates of occupancy for the Project, but in no event later than
thirty (30) months from the Effective Date, rent all thirty-six (36) HOME Assisted Units to Low -
Income Households, Very Low -Income Households in accordance with the requirements of this
Agreement, (e) throughout the Affordability Period, rent the HOME Assisted Units to Low -
Income Households and Very Low Income Households in accordance with the requirements of
this Agreement, the Rent Regulatory Agreement, and the other HOME Loan Documents; and (f)
throughout the Affordability Period, comply with all applicable HOME Requirements and all
applicable requirements hereof and in the other HOME Loan Documents with regard to the
HOME Assisted Units.
Page 21 of 42
The tenant's portion of rents charged for HOME Assisted Units shall be limited as set
forth in the Rent Regulatory Agreement executed in connection herewith.
6.2 Reporting Obligations. The Project Sponsor shall submit to the City all reports as
described in Section 4.6 hereof, and all other reports that the City may reasonably require, in such
form, manner, and frequency as the City may reasonably require to monitor the progress of the
Project and the Project Sponsor's performance and compliance with this Agreement and all Legal
Requirements.
6.3 Retention of Records. The Project Sponsor shall retain all Contract Records for
five (5) years after the expiration of the Affordability Period (hereinafter referred to as the
"Retention Period") subject to the limitations set forth below:
(a) If the City or the Project Sponsor has received or 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 under the terms
of this 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 required Retention Period.
(c) The Project Sponsor shall notify the City in writing, both during the
pendency of this 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". The Project
Sponsor shall provide to the City, upon request, all Contract Records. The requested Contract
Records shall become the property 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.
The City shall have the unlimited right to all books, articles, or other copyrightable materials
developed in the performance of this Agreement, including, but not limited to, the right of royalty -
free, non-exclusive, and irrevocable license to reproduce, publish, or otherwise use, and to
authorize others to use, the Contract Records for public purposes. 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, PLEASE CONTACT THE
CITY'S CUSTODIAN OF PUBLIC RECORDS AT TELEPHONE NUMBER
Page 22 of 42
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 ("DEPARTMENT")
CUSTODIAN OF RECORDS AT 2ND FLOOR, 14 NORTHEAST 1ST
AVENUE, MIAMI, FLORIDA 33132.
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' rules.
6.5 Prior Approval. Except for encumbering the Property as required to obtain the
permitted financing as set forth in Section 5.17 of this Agreement and Schedule A attached, and
the recording of customary utility and cable easements relating to the normal operation of the
Property the Project Sponsor shall obtain the City's prior written approval prior to undertaking any
of the following with respect to 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, th,e Project, the Property, 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. Notwithstanding the foregoing the investor
member of Project Sponsor shall be permitted to remove a manager in
accordance with the terms of the Borrower's operating agreement; provided
that City consent shall be required for any substitute manager. If the
investor member of Borrower exercises its right to remove a manager
thereof, the Lender shall not unreasonably withhold its consent to the
substitute manager. Nothing herein shall be construed as restricting the
transfer of the investor member's interest, either directly or indirectly, in the
Borrower at any time. Additionally, Lender hereby consents to the transfer
of any investor member ownership interests in the Borrower and copies of
the transfer or amendment documents shall be delivered to Lender.
(b)
Except in the case of repair or replacement caused by normal wear and tear,
and otherwise due to casualty or condemnation in accordance with the terms
of this Agreement, the disposition of any real property or any expendable
personal property or non -expendable personal property as defined in
Paragraph 4.3.1.
(c) Any proposed Solicitation Notice, Invitation for Bids or Request for
Proposals.
Page 23 of 42
(d) The disposal of any Contract Records during the Retention Period.
6.5.1 Director of Housing and Community 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.
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. At the request of the City, the Subrecipient
shall transmit, within thirty (30) days, to the City written statements of the Subrecipient's official
policies on specified issues relating to the Subrecipient's activities. The City will carry out
monitoring and evaluation activities, including visits and observations by City staff. The
Subrecipient shall ensure the cooperation of its employees and its Board members in such efforts.
Any materially inconsistent or materially incomplete information, shall constitute an Event of
Default under this Agreement.
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 with the HOME Program conflict of interest rules (24 C.F.R. §92.356), all as
amended, 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, 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 hereto under or in connection with the Legal Requirements, including
the standards for procurement.
Page 24 of 42
D. The Project Sponsor shall make any such disclosure to the City in writing within
ten (10) calendar 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 HOME Program or this
Agreement, or who is in a position to participate in the decision -making process or gain inside
information regarding HOME -assisted activities, has or will have any personal financial interest,
direct or indirect, in this 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 memberships. 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 in the 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 by the Project Sponsor, such as pamphlets and news
releases, related to activities funded by this Agreement, and all events carried out to publicize the
accomplishments of any activities funded by this Agreement, recognize the City as one of its
funding sources.
6.10 Intentionally Omitted.
6.11 Additional Funding. The Project Sponsor shall not procure any other financing in
connection with the Project or the Property without the prior written consent of the City, other than
those financings disclosed to the City in writing as of the date hereof, which, for avoidance of
doubt, are provided for in Section 5.17 of this Agreement.
6.12 Reversion of Assets. The Project Sponsor shall return to the City upon the
expiration or termination of this Agreement any HOME Funds on hand, any funds or accounts
receivable attributable to the HOME 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 earned by the Project Sponsor prior to the expiration or termination of
this Agreement, as described and provided for in OMB Circular No. A-122, shall be retained by
the City.
6.13 Repayment of Funds Procedures. If, after notice and the expiration of any
applicable cure period, for any, reason during the Affordability Period any HOME Assisted Unit
fails to comply with the Affordability requirements of 24 CFR Part 92, the Project Sponsor shall
Page 25 of 42
repay to the City all funds received by the Project Sponsor pursuant to this Agreement, and interest
thereon as provided in the HOME Note.
6.14 Affirmative Marketing. The Project Sponsor shall comply with the affirmative
marketing requirements and procedures provided on Exhibit "E" attached hereto and made a part
hereof. Project Sponsor shall comply with the requirements of the affordable housing notice to
City Officials in City of Miami Ordinance #13491.
6.15 Section 3 Clause. The Project Sponsor shall comply with the requirements of
Section 3 of the Housing and Urban Development Act of 1968, as amended (12 U.S.C. 1701u):
(A) The work to be performed under this contract is subject to the
requirements of Section 3 of the Housing and Urban Development Act
of 1968, as amended, 12 U.S.C. 1701u (Section 3.) The purpose of
Section 3 is to ensure that employment and other economic
opportunities generated by HUD assistance or HUD -assisted projects
covered by Section 3 shall, to the greatest extent feasible, be directed to
low income and very low income persons, particularly persons who are
recipients of HUD assistance for housing.
(B) The parties to this contract agree to comply with HUD's regulations in
24 CFR Part 75, which implement Section 3. As evidenced by their
execution of this contract, the parties to this contract certify that they are
under no contractual or other impediment that would prevent them from
complying with the Part 75 regulations.
(C) The contractor agrees to send to each labor organization or
representative of workers with which the contractor has a collective
bargaining agreement or other understanding, if any, a notice advising
the labor organization or worker's representative of the contractor's
commitments under this Section 3 clause, and will post copies of the
notice in conspicuous places at the work site where both employees and
applicants for training and employment positions can see the notice.
The notice shall describe the Section 3 preference, shall set forth
minimum number and job titles subject to hire, availability of
apprenticeship and training positions, the qualifications for each; and
the name and location of the person(s) taking applications for each of
the positions; and the anticipated date the work shall begin.
(D) The contractor agrees to include this Section 3 clause in every
subcontract subject to compliance with regulations in 24 CFR Part 75,
and agrees to take appropriate action, as provided in an applicable
provision of the subcontract or in this Section 3 clause. The contractor
will not subcontract with any subcontractor where the contractor has
notice or knowledge that the subcontractor has been found in violation
of the regulations in 24 CFR Part 75.
Page 26 of 42
The contractor will certify that any vacant employment positions,
including training positions, that are filled (1) after the contractor is
selected but before the contract is executed, and (2) with persons other
than those to whom the regulations of 24 CFR Part 75 require
employment opportunities to be directed, were not filed to circumvent
the contractor's obligations under 24 CFR Part 75.
(F) Noncompliance with HUD's regulations in 24 CFR Part 75 may result
in sanctions, termination of this contract for default, and debarment or
suspension from future HUD assisted contracts.
(G) With respect to work performed in connection with Section 3 covered
Indian housing assistance, Section 7(b) of the Indian Self -Determination
and Education Assistance Act (25 U.S.C. 450e) also applies to the work
to be performed under this contract. Section 7(b) requires that to the
greatest extent feasible (i) preference and opportunities for training and
employment shall be given to Indians, and (ii) preference in the award
of contracts and subcontracts shall be given to Indian organizations and
Indian -owned Economic Enterprises. Parties to this contract that are
subject to the provisions of Section 3 and Section 7(b) agree to comply
with Section 3 to the maximum extent feasible, but not in derogation of
compliance with Section 7(b).
6.16 Signage, Acknowledgement, Publicity. During the Term of this Agreement, 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 all documents, literature, pamphlets, advertisements, and signage,
permanent or otherwise in accordance with Section 6.9 hereof. All such acknowledgments shall
be in a form acceptable to the City, as provided on Exhibit "I" attached hereto and made a part
hereof.
All publicity and advertisements prepared and released by the Project Sponsor related to
the Project, 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.
6.17 Costs Incurred By the City. Notwithstanding any other provision of this
Agreement, the Project Sponsor understands and agrees that $50,000.00 of the HOME Funds were
awarded to the Project for, and were used by the City to cover, costs incurred by the City on behalf
of the Project. Such costs may include, but are not limited to, environmental advertising costs,
recording fees, and project delivery.
6.18 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
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the occupancy of any HOME Assisted Unit. Age discrimination and discrimination against minor
dependents are also not permitted.
6.19 Previously Funded City Projects. The Project Sponsor shall comply with: (1) all
applicable reporting requirements relating to previously funded City projects which are under
construction or in the Affordability Period, including OMB A-133, and (2) all applicable insurance
requirements relating to such projects.
6.20 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), and shall obtain the affirmative acknowledgment of the Project Sponsor, for the
benefit of the City, that 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 the 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. Additionally, the Project
Sponsor shall take affirmative steps to ensure nondiscrimination in the employment of disabled
persons.
6.21 Draw Requests. Each Request for Disbursement of hard costs must be signed by
the Project Sponsor, the architect for the Project and the contractor, and each Request for
Disbursement of soft costs must be signed by the Project Sponsor, as more fully set forth in the
Disbursement Agreement. The City shall not fund any draw request in an amount that exceeds the
City's initial contribution percentage of the entire development cost of the project. Five percent
(5%) of each draw request will be retained until the City has received as part of the Close-out of
the Project, at the Project Sponsor's sole cost, a Final Cost Certification prepared by an
independent certified public accountant, which must be acceptable to the City in both form and
substance.
6.22 Insurance Proceeds. Notwithstanding anything to the contrary contained herein or
in the other HOME 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
Page 28 of 42
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.
6.23 Condemnation Proceeds. Notwithstanding anything to the contrary contained
herein or in the other HOME 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 Mortgage or any other HOME Loan Document; (ii) the Project Sponsor determines that
there will be sufficient funds, 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 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 has received the City's written concurrence
with such determination.
6.24 Recording. The Project Sponsor must pay all costs of the recording of the Loan
Documents. Such costs related to the recording of the Loan Documents may be included in the
Itemized Budget submitted to the City.
ARTICLE VII
DEFAULT
7.1 The happening of any one or more of the following events continuing beyond any
applicable notice and cure period shall constitute an Event of Default:
(a) Failure of any of the HOME Assisted Units to remain Affordable at any
time during the Affordability Period.
(b)
If any term, condition or representation contained in this Agreement or any
of the other HOME Loan Documents is materially untrue, substantially
inaccurate or incomplete when made, or, if there is a material
misrepresentation of fact or fraud contained in any document(s) submitted
in support of this Agreement.
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(c) The substantial discontinuance of the construction of the Project for a period
of thirty (30) days which discontinuance is, in the sole determination of the
City, without satisfactory cause.
(d) Except as set forth in each of Sections 5.6, 5.17, and 6.5 of this Agreement,
the sale, assignment, pledge, transfer, hypothecation or other encumbrance
or disposition (except due to repair or replacement for normal wear and tear,
and as a result of casualty or condemnation in accordance with this
Agreement) of any proprietary or beneficial interest in the Project Sponsor's
estate in 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 reasonably determines that the Project is not being
constructed in a good and workmanlike manner 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 by the Project Sponsor to comply with any material term, covenant,
obligation, or provision of this Agreement or any of the HOME Loan
Documents, or the occurrence of an event of default under any of the other
HOME Loan Documents after notice and reasonable opportunity to cure.
Any change in zoning requirements or zoning classification of the Property
initiated by the Project Sponsor, which in the City's sole discretion would
materially interfere with the completion of construction of the Project or the
ultimate operation of the Project as contemplated herein.
(h) In the event that the City reasonably determines 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, direct
or contingent, whether now or hereafter due, existing, created or arising.
(i)
Project Sponsor declares bankruptcy and/or becomes insolvent, which shall
result in immediate acceleration of the Loan's repayment in full, subject to
applicable federal bankruptcy law and automatic stay provisions.
(j) The 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.
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(k) Project Sponsor fails to comply with Section 6.1 or 2.3(A) of this
Agreement.
(1) 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.
(m)
In the event that Project Sponsor fails to timely deliver, to City, the
Affordability Report, as described herein.
ARTICLE VIII
REMEDIES
8.1 Upon the occurrence of any Event of Default, which continues beyond any
application notice and cure period, 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 default (except
for the events described in Section 7.1 (b) and, (d) 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 and its investor member shall have such additional time as
may be 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. The City agrees to accept a cure of any default committed
by the Project Sponsor, which cure is tendered or effected by the investor member, as if such sure
had been tendered or effected by the Project Sponsor.
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) 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 Agreement;
Page 31 of 42
(b)
(c)
Recapture of HOME Funds. Demand that the Project Sponsor reimburse
the City for the HOME Funds disbursed to the Project Sponsor pursuant to
this Agreement. The Project Sponsor shall reimburse City in the amount of
the HOME Funds disbursed to the Project Sponsor pursuant to this
Agreement, subject to any limitations contained in the HOME Note and/or
Mortgage concerning Borrower's or Project Sponsor's liability for amounts
due under the HOME Loan Documents.
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 HOME
Documents.
It is understood and agreed that the occurrence of an event of default under Section 7.1 (b)
or (d) 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, general contractor, or supplier, shall have any interest in the HOME 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(j)
above, which default relates to the Permitted Senior Financing, but does not otherwise constitute
a default under the 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 Loan
Documents, upon the occurrence and during the continuation of an Event of:
(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, Project developer, managing member(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.
Page 32 of 42
ARTICLE IX
INDEMNIFICATION
9.1 The Project Sponsor shall indemnify, hold harmless, and defend the City, its officers,
agents, directors, and/or employees, from liabilities, damages, claims, suits, losses, 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, 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 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
indemnity 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 shall require all general and sub -contractor agreements, if applicable,
to include a provision that they will indemnify the City.
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 Agreement.
ARTICLE X
TERMINATION
The Project Sponsor acknowledges that this Agreement may be terminated if the Project
Sponsor materially fails to comply with the terms contained herein.
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10.1 Termination Because of Lack of Funds. In the event the City does not receive
from its funding source funds to finance this Agreement, or in the event that the City's funding
source de -obligates the funds allocated to finance this Agreement, the City may terminate this
Agreement upon not less than twenty-four (24) hours prior notice in writing 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 Agreement, in whole or in
part, in the event the City reasonably determines that the Project Sponsor is not making (or causing
to be made) sufficient progress with regard to the construction of the HOME Assisted Units
(thereby endangering its ultimate performance under this Agreement) or is not complying with any
material term or provision of this Agreement, following the giving of notice and the expiration of
the applicable cure periods.
The City may terminate this Agreement, in whole or in part, in the event that the City
reasonably determines 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,
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 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 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 Agreement
shall not be deemed to be a waiver of any other breach and shall not be construed to be a
modification of the terns 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, and after all applicable notice and cure periods,
suspend the Project Sponsor's authority to obligate funds under this Agreement and/or withhold
payments to the Project Sponsor, pending necessary corrective action by the Project Sponsor, and
may include:
(a) Ineffective or improper use of the HOME Funds by the Project Sponsor;
(b) Failure of the Project Sponsor to comply with any material term or provision
of this Agreement;
Page 34 of 42
(c) Failure of the Project Sponsor to submit any documents required by this
Agreement; or
(d) The Project Sponsor's submittal of incorrect or substantially 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 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 HOME
Program, the City may utilize any enforcement measures it deems necessary.
12.2 Renegotiation, Modification or Subordination. Modification of provisions of this
Agreement shall be valid only when in writing and signed by the Parties. The parties agree to
modify this 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 Agreement necessary. The City shall be the final
authority in determining whether or not funds for this 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 Mortgage, provided, that the City hereby acknowledges and agrees that
the Loan and all of the Loan Documents (including, but not limited to, the Mortgage) shall be
subordinate to the Permitted Senior Financing.
12.3 Right to Waive. The City may, for good and sufficient cause, as determined by the
City in its sole and absolute discretion, waive provisions of this 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 Agreement.
12.4 Budget and HOME 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 HOME Loan to be granted hereunder
is changed, or unless otherwise required by the City.
A revision to the HOME eligibility activity titles under which this Agreement's objectives
are classified shall not require an amendment hereto.
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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 (the "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 final and binding on all parties,
subject only to judicial review.
12.6 Headings. The article and paragraph headings in this Agreement are inserted for
convenience only and shall not affect in any way the meaning or interpretation of this Agreement.
12.7 Proceedings. The 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 Agreement shall, to the extent permitted by law, be held in Miami -Dade County,
Florida.
12.8 Notices and Contact. All notices under this Agreement shall be in writing and
addressed as follows:
To City: City of Miami
Department of Housing and
Community Development
444 S.W. 2nd Avenue
9th Floor
Miami, FL 33130-1910
Attn: Victor Turner, Director
With Copy To: George K. Wysong III
City Attorney
City of Miami
444 S.W. 2nd Avenue
Miami, FL 33130-1910
To Project Sponsor: 2901 Wynwood, LLC
c/o New Urban Development LLC
9999 NE 2nd Avenue, Suite 314
Miami Shores, FL 33138
Attn: Oliver L. Gross
With Copy to: Bilzin Sumberg Baena Price & Axelrod LLP
1450 Brickell Ave., 23rd Floor
Miami, FL 33131
Attn: Terry M. Lovell, Esq.
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With Copy to Investor
Members: Red Stone — Fund 47, LLC
Red Stone Equity Manager, LLC
c/o Red Stone Equity Partners, LLC
90 Park Avenue, 28th Floor
New York, NY 10016
Attention: Chief Executive Officer & Director/Senior Vice
President, Legal
With Copy to:
Applegate & Thorne -Thomsen, P.C.
425 S. Financial Place, Suite 1900
Chicago, IL 60605
Attention: Bennett P. Applegate, Sr.
Except as otherwise provided in this 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.
The Project Sponsor shall at any time and from time to time upon at Project Sponsor's sole
cost and expense, execute, acknowledge and deliver such further notices and other documents 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 Agreement and the other Loan Documents.
12.9 Conflicts with Applicable Laws. If any provision of this Agreement conflicts with
any applicable law or regulation, only the conflicting provision shall be deemed by the Parties 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 Agreement, as modified, shall
continue and all other provisions of this Agreement shall remain in full force and effect.
12.10 Entire Agreement. This Agreement and its Exhibits and Schedules described as
follows contain all the terms and conditions of the Agreement between the parties:
Exhibit "A"
Exhibit "B"
Exhibit "C"
Exhibit "D"
Exhibit "E"
Exhibit "F"
Exhibit "G"
Exhibit "H"
Exhibit "I"
Exhibit "J"
Exhibit "K"
Schedule A
Legal Description
Scope of Work /Project Schedule
Budget
Form of Disbursement Agreement
Affirmative Marketing Procedures and Responsibilities
Form of Mortgage and Security Agreement
Form of Declaration of Restrictive Covenants
Form of Rent Regulatory Agreement
Signage Requirements
Additional Insurance Requirements
Anti -Human Trafficking Affidavit
Permitted Senior Financing
Page 37 of 42
12.11 WAIVER OF JURY TRIAL. NEITHER THE PROJECT SPONSOR NOR ITS
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'S GENERAL CONTRACTORS AND
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 AGREEMENT, OR THE
DEALINGS OR THE RELATIONSHIP BETWEEN OR AMONG SUCH PERSONS OR
ENTITIES, OR ANY OF THEM. NEITHER THE PROJECT SPONSOR NOR THE PROJECT' S
GENERAL CONTRACTORS AND 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, AND THE
PROVISIONS HEREOF SHALL BE SUBJECT TO NO EXCEPTIONS. NEITHER PARTY TO
THIS 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 HCLC Award Memoranda. The award memoranda and decisions of the HCLC
dated December 19, 2023, and September 20, 2024, and March 25, 2026, and May 6, 2026, and
June 24, 2026("Award Memoranda") are hereby incorporated by reference. To the extent of any
conflict between the Award Memoranda and the HOME Loan Documents and when interpreting
the intent of the HOME Loan Documents, whichever provision is strictest will control.
12.13 Governing Law and Venue. This 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.
12.14 OMITTED
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 unable 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 HOME Funds
should be de -obligated for this Project.
12.16 Tenant Lottery. The selection of eligible tenants to occupy the HOME 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 Sponsor and the HOME Assisted Units shall comply
with the requirements of the City of Miami Ordinance #13645 regarding Resident Preference.
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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 Agreement and all related documents and
any other documents which may be delivered in connection with this 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 this 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 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, arises out of the
terms of this 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 Binding Nature. The Borrower's obligations pursuant to this 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 Counterparts and Electronic Signatures. This 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 Agreement.
The parties shall be entitled to sign and transmit an electronic signature of this 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 Agreement
upon request.
12.20 The Parties agree that the Loan will be non recourse except that the exceptions to
non -recourse liability applicable to any Permitted Senior Financing shall also apply to this Loan.
12.21 The Borrower has represented that no Florida documentary stamps or intangible
taxes are required to paid on the Note or the Mortgage. The Borrower hereby agrees to indemnify
and to defend and hold the Lender and all of its affiliates, successors, and assigns harmless against
any and all documentary stamp taxes and intangible taxes, if any, imposed assessed or claimed as
a result of or arising out of: (i) Lender's acceptance and/or ownership of the Note or Mortgage (or
any other loan document pertaining to the loan referenced to therein); or (ii) the execution or
delivery of the Note and the Mortgage (or any other loan document pertaining to the loan referred
Page 39 of 42
to therein) (it being understood that any reference herein to documentary stamp taxes and
intangible taxes include any and all penalties, interest and attorneys' fees incurred by the Lender
in connection therewith), and the Borrower agrees to pay any and all such documentary stamp
taxes or intangible taxes upon demand. In the event of a failure by the Borrower to pay such
documentary stamp taxes and intangible taxes upon demand and should the Lender elect to pay
the same, all such charges shall be secured by the lien of the Note and the Mortgage and shall bear
interest at the Default Rate, as provided in the Note, from the date of advance by the Lender until
paid by the Borrower. The provisions of this Section shall survive repayment of the Notes and the
satisfaction of the Note and Mortgage so long as a claim may be asserted by the State of Florida
or any of its agencies.
[Signature Pages to Follow]
Page 40 of 42
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their
undersigned officials as duly authorized.
WITNESSES:
Signature:
Print Name: Gabriella Carter
Address:
Signature:
Print Name: Rodrigo Jafs
Addre s: `� "Y it �! lf(
It/tz1213w13Q
STATE OF FLORIDA )
):SS
COUNTY OF MIAMI-DADE )
PROJECT SPONSOR:
2901 WYNWOOD, LLC,
a Florida limited liability company
By: 2901 MANAGER LLC, a Florida
limited liability company, its Manager
By:
Pant Name: Oliver L. Gross
Title: President
(SEAL)
The foregoing instrument was sworn to and subscribed before me by means of-ysical presence or [ ]
online notarization this 2.day of June, 2026, by Oliver L. Gross, President of 2901 Manager LLC, a Florida
limited liability company, the Manager of 2901 Wynwood, LLC, a Florida limited Liability company, on
behalf of the limited liability companies. He is personally known to me or as produced identification.
�N?.*wout1111Hmouo���„''i
NOTARY SE ,,p ;;�li ,•,
a
ARY PUBLIC
Print Name: NATACHA DESAMOURS
Commission No. HH377970
My Commission Expires:
Page 41 of 4Y
wZ
IN WITNESS
their undersi
s hereto have caused this Agreement to be executed by
ATTEST: CITY OF MIAMI, a municipal corporation of the
State of Florida
!a,
Jam- •ly;ir Manager
APPROVED AS TO I CE
REQUIREI�YENTS:
i
By: By:
David Ruiz George K. W jIsong III
Interim Dir: tor of ' isk Management City Attorney
APPROVED AS TO
DEPARTMENTAL REQUIREMENTS:
By: at461-4-st.4,_
Victor Turner
Director of the Department of Housing and
Community Development
APPROVED AS TO FORM AND
CORRECTNESS:
Page 42 of 42
EXHIBIT "A"
LEGAL DESCRIPTION OF THE PROPERTY
Lessee's interest in that certain Amended and Restated Ground Lease Agreement by and between
New Urban Development LLC, a Florida limited liability company, Lessor, and 2901 Wynwood,
LLC, a Florida limited liability company, Lessee, dated of even date herewith, as memorialized by
that certain Memorandum of Ground Lease recorded herewith in the Public Records of Miami -
Dade County, Florida, demising the following described Land:
All of Lots 13, 14, 15, & 16, of BLOCK 3, OF AMENDED PLAT OF ST JAMES PARK,
ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 4, PAGE 41, OF
THE PUBLIC RECORDS OF MIAMI-DADE COUNTY, FLORIDA
LESS AND EXCEPT THAT PORTION OF LOT 13 CONVEYED TO CITY OF MIAMI BY
RIGHT-OF-WAY DEED RECORDED IN OFFICIAL RECORDS BOOK 33382, PAGE 4103
EXHIBIT "B"
SCOPE OF WORK /PROJECT SCHEDULE
WORK SCOPE / DEVELOPMENT SCHEDULE
View 29
View 29 will be new construction of a mixed -income and mixed -use project consisting of
12-story high-rise residential rental building located at 2901 NW 2nd Avenue, Miami in
the Wynwood neighborhood. The project will have a total of one hundred sixteen (116)
units consisting of forty-eight (48) one-bedroom/one-bathroom units; fifty-eight (58)
two-bedroom/two-bathroom units; and ten (10) three-bedroom/two-bathroom units.
Thirty-six (36) units will be City -assisted for households ranging from 33% to 60% of the
area median income ("AMI").
Activity Estimated Date
Start of Construction July 2026
Construction Completion August 2027
Commence Affirmative Marketing May 2027
Initial Lease -Up (Leasing Activities Commence) November 2028
Stabilized Occupancy January 2028
EXHIBIT "C"
BUDGET
City of Miami - Department of Community Development
COST ALLOCATION REPORT
APPLICANT & PROJECT NAME: 2901 Wynwood ,LLC Niew 29
Financing Sources: Specify Name
Total Project
%
City ARPA
City HOME
Other:
Bonds
Other:
Notes
Surtax
Other: _Wynwood
BID
Bond
Reinvestment
Income
Deferred
Developer Fee
Equity
Investment
Land Ac • uisition -Capitalized Lease Payment
4,000,000
6%
-
4,000,000
Hard Costs
1,062,555.00
473,155
89,400
500,000
New Commercial/Retail/Office
1%
New Rental Units
34,171,945.00
48%
1,331,179
667,989
9,396,210
9,823,965
4,279,350
970,638
7,702,613
Site Work
2,102,200.00
3%
950,822
1,151,378
General Conditions
2,111,300.00
3%
467,999
1,000,000
643,301
Overhead (8.3%)
3,107,900.00
4%
1,607,900
510,600
63,000
5,000
921,400
General Liability Insurance
514,700.00
1%
514,700
Payment and Performance Bonds
395,900.00
1%
395,900
Contract Costs not subject to GC Fee
143,200.00
0%
143,200
Hard Cost Contingency (5.0%)
2,180,485.00
3%
2,180,485
FF&E paid outside Constr. Contr.
300,000.00
0%
Total Hard Costs
46,090,185.00
64%
2,750,000
667,989
16,246,573
10,297,120
5,022,550
2,176,939
5,000
-
8,624,013
Soft Costs
1,311,777
775,238
88,392
448,147
Arch Design, Civil Engineering
2%
Impact & School Fees
317,894
0%
192,894
125,000
Permits / Fees
1,275,940
2%
1,275,940
Legal
321,720
0%
85,000
236,720
Licenses / Environmental / Util Fees
268,110
0%
86,641
50,000
83,469
50,000
Appraisal / Surveys
50,245
0%
30,995
19,250
Insurance: Construction Period
640,000
1%
640,000
Marketing / Advertising
15,000
0%
15,000
Loan Closing/ Financing Fees
1,390,458
2%
56,773
357,362
9,000
132,000
237,162
597,661
Lender Inspections
72,960
0%
72,960
Third Party Reports
71,008
0%
38,758
32,250
Interest/CaryingCosts
5,0744, 16
7%
2,881,305
1,152,558
1,040,553
Title Insurance & Recording
233,094
0%
233,094
Taxes
0%
Construction Acctg
40,000
0%
40,000
For Use by City: City Incurred costs
-
0%
-
Developer's Fees & Overhead
10,325,385.00
14%
-
7,857,003
2,468,382
Soft Cost Contingency
190,445.00
0%
-
150,000
40,445
Total Soft Costs
21,598,450.94
30%
-
832,011
3,320,427
2,222,880
1,756,950
1,823,061
237,162
7,857,003
3,550,458
Total Project Cost
71,688,635.94
100%
2,750,000.00
1,500,000.00
23,567,000.00
12,520,000.00
6,779,500.00
4,000,000.00
242,162.00
7,857,003.00
12,174,470.94
Total Square Footage
Total Cost per SIF
0.00
Total Units
Number of City Units
Percent of City Units to Total Units
City Subsidy Per Assisted Unit
116
36
0.310344828
76,388.89
EXHIBIT "D"
FORM OF DISBURSEMENT AGREEMENT
DISBURSEMENT AGREEMENT FOR
2901 WYNWOOD, LLC
This Disbursement Agreement for HOME Investment Partnerships Program ("HOME")
funds (this "Agreement") is made as of this Q_C( day of June, 2026 by and between 2901
WYNWOOD, LLC, a Florida limited liability company (hereinafter the "Project Sponsor"), and
the CITY OF MIAMI, a municipal corporation of the State of Florida (hereinafter the "City").
RECITALS
WHEREAS, the Project Sponsor is developing a project known as View 29 (the "Project"),
that will increase the supply of rental housing units for Very -Low and Low-income Households in
the community; and
WHEREAS, on December 19, 2023 and as affirmed on September 20, 2024, and on March
25, 2026, and on May 6, 2026, and on July 15, 2026, the City's Housing and Commercial Loan
Committee ("HCLC") and the Miami City Commission respectively approved an allocation of
HOME Investment Partnerships Program funds in the amount of One Million, Five Hundred
Thousand and 00/100 Dollars ($1,500,000.00) (the "HOME Funds") to Project Sponsor for the
Project's construction costs; and
WHEREAS, the funding commitment of the City to the Project Sponsor for the HOME
Funds is more fully described in that certain HOME Loan Agreement of even date herewith (the
"HOME Agreement"); and
WHEREAS, the Project Sponsor and the City desire to establish the mechanism whereby
the Project Sponsor will apply to receive the HOME Funds;
NOW, THEREFORE, for and in consideration of the Project Sponsor's construction and
development of the Project and the reciprocal agreements set forth herein, the Project Sponsor and
the City agree as follows:
ARTICLE I
DISBURSEMENT PROCEDURE
1.1 The HOME Agreement establishes the conditions to the City's obligation to loan
the HOME Funds to the Project Sponsor. The Project Sponsor may not request disbursement of
funds pursuant to this Agreement until such funds are needed for the reimbursement of eligible
costs.
Provided the City is obligated to disburse the HOME Funds pursuant to the terms of the
HOME Agreement, the City will disburse such funds in accordance with this Article I.
1.2 The Project Sponsor shall submit draw requests for the HOME Funds, which draw
requests will be submitted not more frequently than one (1) time per month. The Project Sponsor
will submit or cause to be submitted the following documentation to the City for the City's review
for sufficiency, prior to any disbursement of HOME Funds by the City:
(a) Hard Costs:
(i) A written request for disbursement ("Request for Disbursement"), in a form
acceptable to the City, setting forth such details concerning construction of the Project as the City
shall require, including: the amount paid to date to the General Contractor constructing the Project
(the "Contractor") and pursuant to the contract for the construction of the Project between the
Project Sponsor and the Contractor (the "Construction Contract"); the amounts, if any, paid
directly by the Project Sponsor to subcontractors of the Contractor and material men; the amount
then currently payable to the Contractor, broken down by trades; the amounts paid on account of
the Contractor's construction fee; and the balance of the construction costs which will remain
unpaid after the payment of the amount currently payable.
(ii) Any Request for Disbursement must be submitted to the City by no later
than the thirtieth (30th) day of each month. Each Request for Disbursement must be signed by the
Project Sponsor, the Architect for the Project and the Contractor.
(iii) Applications for receiving HOME Funds for reimbursement of hard costs
will include a Memorandum of Advance and such architectural documents as the City may require.
The City inspector (the "City Inspector"), as described in Section 1.3 hereof, shall be required to
certify with each draw request: the amount of work on the Project that has been completed; the
good and acceptable workmanship of the Contractor and its subcontractors; compliance with
approved final plans and specifications of the Project; and such other matters as the City may
require. Lien waivers/releases shall be submitted to the City Inspector for review and approval
before each disbursement. If the City requires that its title insurance policy be updated, the Project
Sponsor shall also submit' to the title insurance company all lien waivers/releases in connection
with each proposed draw. All costs associated with the title insurance company updating the title
insurance policy shall be paid by the Project Sponsor.
(b) Soft Costs:
(i) A Request for Disbursement, in a form acceptable to the City, together with:
(a) original invoices of those costs for which the Project Sponsor is requesting
disbursement (if 50% or less of a soft cost is being requested from the City, a copy of the
invoice can accompany the Request for Disbursement.), and (b) copies of the Project
Sponsor's checks in payment of each soft cost for which disbursement is being requested.
(ii) Within thirty (30) calendar days of the date of each Request for
Disbursement, the Project Sponsor shall submit to the City copies of its cancelled checks
confirming final payment of each cost included in such Request for Disbursement.
(iii) Each Request for Disbursement of soft costs must be signed by the Project
Sponsor.
(c) Such other information and documents as the City may require.
(d) Each Request for Disbursement shall constitute a representation and certification
by the Project Sponsor and the Contractor to the City that:
(i) The materials have been physically incorporated into the Project, free of
liens and security interests, and that the construction of the Project to date has been performed
substantially in accordance with the drawings and specifications and in a first-class workmanlike
manner;
(ii) All governmental licenses and permits required by the Project as then
completed have been obtained and are available for inspection by the City;
(iii) The Project as then completed does not violate any law, ordinance, rule,
regulation, or order or decree of any court or governmental authority;
(iv) No Event of Default has occurred and is continuing and there is no continuing
default under the Construction Contract;
(v) The Project Sponsor, the Contractor and each subcontractor has complied
with all Federal, state and local laws and regulations relating to labor standards and with HUD
Handbook 1344.1; and
(vi) Such other information and documents as the City may reasonably require
consistent with the HOME Agreement and applicable federal regulations.
1.3 The City Inspector will review the work that is incorporated into the Project and for
which each Request for Disbursement of the HOME Funds is submitted. The City Inspector will
review and approve the final plans and specifications for the Project and will review and approve
the draw requests based on the percentage of work completed. The City Inspector's reviews,
approvals, and conclusions shall be for the sole benefit of the City.
All construction change orders must receive the prior written approval of the City
Inspector. Change orders that have not received the prior written approval of the City Inspector
shall not be approved for payment/ reimbursement by the City.
1.4 Within five (5) working days of its receipt of a Request for Disbursement delivered
pursuant to Section 1.2 hereof and without attempting to verify the completeness of same, the City
will notify the City Inspector of the need to inspect the progress of construction work at the Project
(the "Notification") and shall forward to the City Inspector the Request for Disbursement that has
been delivered by the Project Sponsor.
1.5 The City Inspector shall complete its inspection and submit its report to the City
within five (5) working days of receipt of the Notification.
1.6 If the City finds the materials submitted by the Project Sponsor and the report of
inspection by the City Inspector to be satisfactory to the City and in accordance with the HOME
Agreement, the City shall fund to the Project Sponsor the sum requested by the Project Sponsor or
such lower sum as the City deems appropriate.
1.7 The City shall fund disbursements of the HOME Funds by no later than fourteen
(14) working days after it has received both the Request For Disbursement, in the form required
by Section 1.2 hereof, and the inspection report of the City Inspector, in the form required by
Sections 1.2 and 1.3 hereof.
1.8 Pursuant to the HOME Agreement, the City shall retain five percent (5%) of the
HOME Funds allocated to the Project Sponsor (the "Allocation Retainage") until it has received
confirmation that the project has issued a Certificate of Occupancy, and at the Project Sponsor's
sole cost, a Final Cost Certification prepared by an independent certified public accountant, both
in form and substance acceptable to the City.
1.9 The City reserves the right to refuse to fund any disbursement request(s) in the
event that the City determines that the Project and/or the Project Sponsor are not in compliance
with any local, state or federal requirement.
1.10 Disbursements for other than hard costs, if permitted pursuant to the HOME
Agreement, shall be made in accordance with the City of Miami Department of Housing and
Community Development ("HCD") Disbursement of Funds Checklist, on file with HCD and
available upon request.
1.11 The City shall not fund any draw request in an amount that exceeds the City's initial
contribution percentage of the entire development cost of the project.
ARTICLE II
MISCELLANEOUS
2.1 This Agreement may only be amended in writing by all the parties hereto and with
the same formalities.
2.2 This Agreement, the HOME Agreement, and the other Loan Documents executed
by the parties in connection therewith constitute the entire agreement between the parties hereto
and no other agreements or representations, unless incorporated in this Agreement, shall be binding
upon any of the parties hereto.
2.3 All capitalized terms not defined herein shall have the meanings provided in the
HOME Agreement.
2.4 In the event litigation, arbitration, mediation, or dispute, between the parties hereto,
arises out of the terms of this 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.
2.5 This 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 a court of competent
jurisdiction 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.
2.6 Counterparts and Electronic Signatures. This 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 Agreement.
The parties shall be entitled to sign and transmit an electronic signature of this 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 Agreement
upon request.
IN WITNESS WHEREOF, this Agreement has been executed by the Project Sponsor and
the City on the date first above written.
[Signature Page Follows]
WITNESSES:
Print Name:
Address:
Afe-
Gabriella Carter
I FL- a3I
Print Name,`�`444 odri o Galavj
Address: j 2�.p1 /11/
(k16r,Mi� tt 3 3 (7
STATE OF FLORIDA )
):SS
COUNTY OF MIAMI-DADE )
PROJECT SPONSOR:
2901 WYNWOOD, LLC, a Florida limited
liability company
By: 2901 MANAGER LLC, a Florida limited
liability company 'Is Manager
By
Nae: Oliver L. Gross
Title: President
(SEAL)
The foregoing instrument was sworn to and subscribed before me by means of [4hysical presence
or [ ] online notarization this `'}day of June, 2026, by Oliver L. Gross, President of 2901 Manager LLC, a
Florida limited liability compllny, the Manager of 2901 Wynwood, LLC, a Florida limited liability
company, on behalf of the limited liability companies. He is personally known to me or has produced
identification.
NOTARY SEAL:
eica,
k� G ••ut "O4kRY PUBLIC
N
Print Name: NATACHA DESAMOURS
Commission No. HH377970
My Commission Expires:
ATTEST:
CITY OF MIAMI, a municipal corporation
of the State of Flo ida
By:
� t'tali/
i / auego
rk
Date: � l
APPROVED AS TO FORM
AND CORRECTNESS:
By:
George K. ysong ITV v��
City Attorney V4Z
Approved by Housing and Community
Development Department:
Victor T. Turner
Director
James
City
Page 6 of 6
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://portal.hud.00v/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.1 /31 /2021)
la. Project Name & Address (including City, County, State & Zip Code)
View 29
2901 NW 2nd Avenue
Miami FL 331
1 b. Project Contract Number
lc. No. of Units
116
1 d. Census Tract
12086000408
le. Housing/Expanded Housing Market Area
Housing Market Area: Zip Code 33150
Expanded Housing Market Area: Miami -Dade County
If. Managing Agent Name, Address (including City, County, State & Zip Code), Telephone Number & Email Address
Weller Workforce Housing 150 2nd Ave. N. Suite 710, St Petersburg, FL 33701
David Gates dgates@wellerwfh.com (678) 973.1711
lg. Application/Owner/Developer Name, Address (including City, County, State & Zip Code), Telephone Number & Email Address
2901 Wynwood LLC; 8500 NW 25th Avenue, Miami FL 33147
Oliver Gross; 305-696-4450; oliverg@nudllc.org
1 h. Entity Responsible for Marketing (check all that apply)
n Owner n Agent n Other (specify)
Position, Name (if known), Address ( including City, County, State & Zip Code), Telephone Number & Email Address
Weller Workforce Housing 150 2nd Ave. N. Suite 710, St Petersburg, FL 33701
David Gates dgates@wellerwfh.com (678) 973.1711
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.
Weller Workforce Housing 150 2nd Ave. N. Suite 710, St Petersburg, FL 33701
David Gates dgates@wellerwfh.com (678) 973.1711
2a. Affirmative Fair Housing Marketing Plan
Plan Type
Initial Plan
0
Reason(s) for current update:
Date of the First Approved AFHMP:
2b. HUD -Approved Occupancy of the Project (check all that apply)
❑ Elderly E Family ❑ Mixed (Elderly/Disabled)
11 Disabled
2c. Date of Initial Occupancy
05/30/2022
2d. Advertising Start Date
Advertising must begin at least 90 days prior to initial or renewed occupancy for new
construction and substantial rehabilitation projects.
Date advertising began or will begin
01/01/2022
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
To reopen a closed waiting list ❑ (which currently has
individuals)
individuals)
183
Previous editions are obsolete Page 1 of 8
Form HUD-935.2A (12/2011)
3a. Demographics of Project and Housing Market Area
Complete and submit Worksheet 1.
3b. Targeted Marketing Activity
Based on your completed Worksheet 1, indicate which demographic group(s) in the housing market area is/are least likely to apply for the
housing without special outreach efforts. (check all that apply)
Q✓ White 0 American Indian or Alaska Native Ei Asian
0 Native Hawaiian or Other Pacific Islander �✓ Hispanic or Latino
0 Families with Children 0 Other ethnic group, religion, etc. (specify)
0 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
Naw
YPc
(2) Is the residency preference area:
The same as the AFHMP housing/expanded housing market area as identified in Block le?
YPC
0
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?
YPC
City of Miami
(4) What is the reason for having a residency preference?
City of Miami Ordinance
(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)?
Ensure and document equal opportunity and non-discrimination practices as established in project management policies and
procedures.
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.
184
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 El Real Estate Office Model Unit 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 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.
Rental Office El Real Estate Office 0 Model Unit Entrance to Project ❑ Other (specify)
The size of the Project Site Sign will be TBD x
TBD
The Equal Housing Opportunity logo or slogan or statement will be TBD x
TBD
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.
The resident will be given page 3 of the tenant income certification form to complete which indicates race, and disability if
applicable. The evaluation process will be reviewed semi-annually. We will semi-annually review the race of community residents
to determine if the least likely to apply is the same or should be amended to accommodate current demographics. We will also
monitor the referrals from community contacts to evaluate the effectiveness of the selected contacts and select new contacts if the
results show the need for change.
Previous editions are obsolete
Page 3 of 8
185
Form HUD-935.2A (12/2011)
7a. Marketing Staff
What staff positions are/will be responsible for affirmative marketing?
All marketing staff
7b. Staff Training and Assessment: AFHMP
(1) Has staff been trained on the AFHMP?
(2) Has staff been instructed in writing and orally on non-discrimination and fair housing policies as required by
24 CFR 200.620(c)? YPS
(3) If yes, who provides instruction on the AFHMP and Fair Housing Act, and how frequently?
YPS
0
THE AFFMP provides directions on implementing the plan as attached, Fair Housing Training will be provided by sending
staff to professional training.
(4) Do you periodically assess staff skills on the use of the AFHMP and the application of the Fair Housing
Act?
(5) f yes, how and how often?
YPS
0
Initial and Annual classes
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?
YPS
(2) What staff positions are/will be responsible for tenant selection?
Head of Marketing
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.
The employees will sign a Fair Housing Discrimination Form when they are hired regarding Fair Housing Discrimination and will be
instructed to take Fair Housing I & II where they'll be further instructed on Fair Housing Rules and Regulations to ensure the
employee thoroughly understands the importance of treating everyone equally.
Previous editions are obsolete
Pgadt of 8
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.
N/A
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 Marketing Regulations (see 24 CFR Part 200, Subpart M). I hereby certify that all the information stated herein,
as well as any information provided in the accompaniment herewith, is true and accurate. Warning: HUD will prosecute
false claims and statements. Conviction may result in criminal and/or civil penalties. (See 18 U.S.C. 1001, 1010, 1012;
31 U.S.C. 3729, 3802).
Signature of person submitting this Plan & Date of Submission (mm/dd/yyyy)
Name (type or print)
Oliver Gross
Title & Name of Company
President, NUD, Lead Managing Member
For HUD -Office of Housing Use Only
Reviewing Official:
For HUD -Office of Fair Housing and Equal Opportunity Use Only
nApproval ❑ Disapproval
Signature & Date (mm/dd/yyyy)
Signature & Date (mm/dd/yyyy)
Name
(type
or
print)
Title
Name
(type
or
print)
Title
Previous editions are obsolete
185
Page 5 of 8
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 le). 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
s.
Project's
Applicant Data
Census Tract
Housing Market Area
Expanded
Housing Market
Area
% White
6.1%
19.62%
74.72%
% Black or African
American
76.83%
71.3%
17.64%
% Hispanic or Latino
15.85%
25.57%
68.76%
%Asian
•
0.0%
0.38%
1.58%
% American Indian or
Alaskan Native
0.0%
0.39%
0.21 %
% Native Hawaiian or
Pacific Islander
0.0%
0.01 %
0.03%
%Persons
with
Disabilities
Not Available
Not Available
5.8%
% Families with Children
under the age of 18
39.05%
40.18%
36.16%
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 residencypreference 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
in 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
6.1%
19.62%
74.72%
% Black or African
American
76.83%
71.3%
17.64%
% Hispanic or
Latino
15.85%
25.57%
68.76%
% Asian
0.0%
0.38%
1.58%
% American Indian
or Alaskan Native
0.0%
0.39%
0.21 %
% Native Hawaiian
or Pacific Islander
0.0%
0.01%
0.03%
% Persons with
Disabilities
Not Available
Not Available
5.8%
% Families with
Children under the
age of 18
39.05%
40.18%
36.16%
Other (specify)
180
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.
White
Neighborhood Housing Services of South Florida, Kim Henderson, 300 NW 12th Ave
Miami, FL 33128-1019
Hispanic or Latino
Hispanic American United Methodist Church, Director, Danillo Quevedo, 1098 East 1st Ave,
Hialeah, FL PH305-805-0815
188
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 Populations)—>
Methods of Advertising 1
Targeted Population:
Targeted Population:
Targeted Population:
Newspaper(s)
Hispanic or Latino:
El Neuvo Herald; Diarios
White:
Miami Herald
Radio Station(s)
TV Station(s)
Electronic Media
Bulletin Boards
Brochures, Notices, Flyers
Spanish Language
Other (specify)
189
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 Marketing Regulations (see 24 CFR Part 200, Subpart M). I hereby certify that all the information stated herein,
as well as any information provided in the accompaniment herewith, is true and accurate. Warning: HUD will prosecute
false claims and statements. Conviction may result in criminal and/or civil penalties. (See 18 U.S.C. 1001, 1010, 1012;
31 U.S.C. 3729, 3802).
Sigsiatj repf person sub
thisjan & pate of Submission (mm/ddlyyyy)
tube
ype'or print)
Oliver Gross
Title &. Name of Company
President, NUD, Lead Managing Member
For HUD -Office of Housing Use Only
Reviewing Official:
For HUD -Office of Fair Housing and Equal Opportunity Use Only
Ei Approval
El Disapproval
Signature & Date (mm/dd/yyyy)
Signature & Date (mm/dd/yyyy)
Name
(type
or
print)
Title
Name
(type
Or print)
Title
Previous editions are obsolete
190
Pace 5 of 8
Form HUD-935.2A (12/20111
EXHIBIT "F"
FORM OF MORTGAGE
Prepared by, and after recording, return to:
Raymond Pereira, Esq.
Assistant City Attorney, City of Miami
444 S.W. 2nd Avenue
Miami, FL 33130-1910
Tel: (305) 416-1800
After recording return to:
Maria T. Ason
Contract Compliance Analyst
City of Miami
Department of Housing and Community Development
444 S.W. 2nd Avenue
Miami, FL 33130-1910
Property Address: 2901 NW 2nd Avenue Miami, Florida 33127
Note to Recorder: This mortgage is given to secure the fmancing of housing under Part V of Chapter 420 of the
Florida Statutes and is exempt from taxation pursuant to Section 420.513 Florida Statutes.
LEASEHOLD MORTGAGE AND SECURITY AGREEMENT FOR
2901 WYNWOOD, LLC
THIS LEASEHOLD MORTGAGE AND SECURITY AGREEMENT (hereinafter
referred to as the "Mortgage"), is executed and delivered the aS` day of June, 2026 by 2901
WYNWOOD, LLC, a Florida limited liability company, whose address is c/o New Urban
Development LLC, 9999 NE 2nd Avenue, Suite 314, Miami Shores, FL 33138 (hereinafter
referred to as the "Mortgagor"), to the CITY OF MIAMI, a municipal corporation of the State of
Florida, with offices at 444 S.W. 2nd Avenue, Miami, Florida 33130-1910 (hereinafter called
"Mortgagee").
RECITALS
WHEREAS, on December 19, 2023 and as affirmed on September 20, 2024, and on March
25, 2026, and on May 6, 2026, and on July 15, 2026, the Mortgagee approved an allocation of One
Million Five Hundred Thousand and 00/100 Dollars ($1,500,000.00) in HOME Investment
Partnerships Program ("HOME") funds for construction of affordable residential apartment units
in the Wynwood neighborhood of Miami, Florida ("Project"); and
WHEREAS, Mortgagor has delivered to Mortgagee, that certain HOME Promissory Note
for 2901 Wynwood, LLC, of even date herewith, made by Mortgagor in favor of Mortgagee (as
the same may be amended, restated, replaced, supplemented or otherwise modified from time to
time, and together with any and all renewals, replacements, extensions, modifications,
substitutions, future advances and any other evidence of indebtedness evidenced by said
Promissory Note) (the "Note"), which Note evidences the Indebtedness in the amount of One
Million Five Hundred. Thousand and 00/100 Dollars ($1,500,000.00) in HOME funds which
are restricted by certain other documents that are executed of even date herewith such as the Loan
Agreement, Declaration of Restrictive Covenants, Disbursement Agreement, Rent Regulatory
Agreement, and the Note (the "Loan").
NOW THEREFORE, in consideration of the making of the Loan by Mortgagee and the
covenants, agreements, representations and warranties set forth in this Mortgage:
Page 1 of 12
WITNESSETH THAT:
FOR GOOD AND VALUABLE CONSIDERATION, as set forth in the above recitals that are
hereby incorporated by reference, the receipt and sufficiency of which are hereby acknowledged,
and also in consideration of the aggregate sum named in the promissory note from the Mortgagor
in favor of the Mortgagee, in the original principal amount of One Million Five Hundred
Thousand and 00/100 Dollars ($1,500,000.00) (hereinafter referred to as the "Note"), the
Mortgagor does grant, bargain sell, alien, remise, release, convey and confirm unto the Mortgagee
all of Mortgagor's right, title and interest in and to its leasehold estate in that certain tract of land
which the Mortgagor is now seized and possessed and in actual possession, situate in Miami -Dade
County, State of Florida, located at 2901 NW 2nd Avenue Miami, Florida 33127, legally described
as follows:
SEE EXHIBIT "A" ATTACHED HERETO AND INCORPORATED HEREIN
TOGETHER WITH all structures and improvements now and hereafter located thereon,
the rents, issues and profits thereof, all furniture, furnishings, fixtures and equipment now located
thereon, and also all gas and electric fixtures, heaters, air conditioning, equipment, machinery,
motors, baths, tubs, sinks, water closets, faucets, pipes and other plumbing and heating fixtures,
refrigerators, blinds, and other window treatments, which are now or may hereafter pertain to or
be used with, in or on said premises, and which, even though they be detached or detachable, are
and shall be deemed to be fixtures and accessions to the freehold and a part of the realty, and all
additions thereto and replacements thereof, which real property, improvements and personalty
shall hereinafter collectively be referred to as the "Mortgaged Property".
TO HAVE AND TO HOLD the same, together with all tenements and hereditaments and
appurtenances, unto the Mortgagee for and during the term of the leasehold estate described herein.
The Mortgagor does covenant with the Mortgagee that Mortgagor is the lawful owner of a
leasehold estate in the Mortgaged Property; that the Mortgagor has full power and lawful right to
mortgage and encumber its leasehold interest as aforesaid; that the Mortgaged Property is free
from all encumbrances except as specified on Exhibit "B" attached hereto and incorporated herein;
that the Mortgagor will make such further assurances to perfect its leasehold estate to the
Mortgaged Property in the Mortgagee as may reasonably be required; and that the Mortgagor does
hereby fully warrant its leasehold interest in the Mortgaged Property, and will defend the same
against the lawful claims of all persons whomsoever.
PROVIDED ALWAYS, that if the Mortgagor shall pay unto the Mortgagee or otherwise
perform and fulfill its obligations with respect to the indebtedness and obligations evidenced by
the Note, and shall perform, comply with and abide by each and every one of the stipulations,
agreements, conditions and covenants of the Note, this Mortgage, the Covenant, the Disbursement
Agreement, the Rent Regulatory Agreement, and the Loan Agreement of even date herewith (the
"Agreement" or "Loan Agreement") and all other loan documents executed in connection herewith
and therewith (hereinafter collectively referred to as "the Loan Documents"), then this Mortgage
and the estate thereby created shall cease and be null and void.
AND THE MORTGAGOR . HEREBY COVENANTS AND AGREES AS
FOLLOWS:
Page 2 of 12
1. PERFORMANCE OF NOTE AND MORTGAGE. The Mortgagor shall
pay or otherwise fully perform its obligations with respect to the payment of all and singular the
principal, interest and other sums of money payable by virtue of the Note and this Mortgage, or
either, promptly on the days when the same severally become due and payable, and shall perform,
comply with and abide by each and every of the stipulations, agreements, conditions and covenants
set forth in the Note, this Mortgage and the Loan Documents.
2. TAXES AND OTHER CHARGES. The Mortgagor shall pay when due
and payable and before any interest, charge or penalty is due thereon, without any deduction,
defalcation or abatement, all taxes, assessments, levies, liabilities, obligations, encumbrances,
water and sewer rents and all other charges or claims of every nature and kind which may be
imposed, suffered, placed, assessed, levied, or filed at any time against this Mortgage, the
Mortgaged Property or any part thereof or against the interest of the Mortgagee therein, or which
by any present or future law may have priority over the indebtedness secured hereby either in lien
or in distribution out of the proceeds of any judicial sale, without regard to any law heretofore or
hereafter to be enacted imposing payment of the whole or of any part upon the Mortgagee; and
insofar as any such tax, assessment, levy, liability, obligation or encumbrance is of record, the
same shall be promptly satisfied and discharged of record and the original official document (such
as, for instance, the tax receipt or the satisfaction paper officially endorsed or certified) shall be
placed in the hands of the Mortgagee no later than such dates; provided, however, that if, pursuant
to this Mortgage or otherwise, the Mortgagor shall have deposited with the Mortgagee before the
due date thereof sums sufficient to pay any such taxes, assessments, levies, water and sewer rents,
charges or claims, and the Mortgagor is not otherwise in default, they shall be paid by the
Mortgagee; and provided further, that if the Mortgagor in good faith and by appropriate legal action
shall contest the validity of any such items or the amount thereof, and shall have established on its
books or by deposit of cash with the Mortgagee, as the Mortgagee may elect, a reserve for the
payment thereof in such amount as the Mortgagee may require, then the Mortgagor shall not be
required to pay the item or to produce the required receipts: (a) while the reserve is maintained;
and (b) so long as the contest operates to prevent collection, is maintained and prosecuted with
diligence, and shall not have been terminated or discontinued adversely to the Mortgagor. The
Mortgagor shall furnish the Mortgagee with annual receipted tax bills evidencing payment within
ninety (90) days from their initial due date.
3. INSTALLMENTS FOR INSURANCE, TAXES AND OTHER CHARGES.
Without limiting the effect of Paragraphs 2 or 5 hereof, and subject to the terms of the
Subordination Agreement, the Mortgagee may require the Mortgagor to pay to the Mortgagee,
monthly with the monthly installments of principal and interest, an amount equal to one -twelfth
(1/12) of the annual premiums for the insurance policies referred to hereinabove and the annual
real estate taxes, water and sewer rents, any special assessments, charges or claims and any other
item which at any time may be or become a lien upon the Mortgaged Property prior to the lien of
this Mortgage; and on demand from time to time the Mortgagor shall pay to the Mortgagee any
additional sums necessary to pay the premiums and other items, all as estimated by the Mortgagee.
The amounts so paid shall be used in payment thereof if the Mortgagor is not otherwise in default
hereunder. No amount so paid shall be deemed to be trust funds but may be commingled with
general funds of the Mortgagee, and no interest shall be payable thereon. If, pursuant to any
provision of this Mortgage, the whole amount of the unpaid principal debt becomes due and
payable, the Mortgagee shall have the right, at its election, to apply any amount so held against the
entire indebtedness secured hereby. At the Mortgagee's option, the Mortgagee from time to time
Page 3 of 12
may waive, and after any such waiver may reinstate, the provisions of this Paragraph requiring
monthly payments.
4. ATTORNEYS' FEES AND COSTS. Subject to Paragraph 11, in the event
litigation, arbitration, or mediation, between the parties hereto, arises out of the terms of this
Mortgage, 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.
5. INSURANCE. The Mortgagor shall keep the buildings and improvements
now or hereafter erected on the Mortgaged Property continuously insured under a policy or policies
providing coverage on an "all risk" basis, in a sum not less than full insurable value, including
flood insurance if requested by the Mortgagee, in a company or companies acceptable to the
Mortgagee. Subject to the terms of the Subordination Agreement, the policy or policies of
insurance shall be held by and be payable to the Mortgagee. In the event any sum of money
becomes payable under such policy or policies, the Mortgagee shall have the option to receive and
apply the same on account of the indebtedness secured by this Mortgage or to permit the Mortgagor
to receive and use it, or any part thereof, for other purposes, without thereby waiving or impairing
any equity lien or right under or by virtue of this Mortgage. In the event the Mortgagor fails to
procure and maintain the insurance coverage required hereby, the Mortgagee may procure and pay
for such insurance or any part thereof, without waiving or affecting its option to foreclose this
Mortgage, or any right thereunder. Each and every such payment made by the Mortgagee shall be
secured by this Mortgage; shall be due and payable on demand; and, shall bear interest from the
date each such payment is made at the maximum rate permitted by law. Notwithstanding any
provision contained herein, but subject to the Permitted Senior Financing loan documents,
Mortgagee will not exercise its option to receive and apply the insurance funds to the indebtedness
if there has not been an Event of Default under the Loan Documents and Mortgagor demonstrates
there are sufficient funds to rebuild, repair or restore the improvements on the Mortgaged Property.
6. CARE OF THE MORTGAGED PROPERTY. The Mortgagor shall exercise
reasonable care in the maintenance of the Mortgaged Property, and shall not permit, commit or
suffer any waste, impairment or deterioration of the Mortgaged Property or any part thereof. In
the event the Mortgagor fails to keep the Mortgaged Property in good repair, the Mortgagee may
make such repairs as it may deem necessary in its sole discretion for the proper preservation
thereof, and the full amount of each such payment shall be due and payable with interest at the
maximum rate permitted by law on demand, and shall be secured by the lien of this Mortgage.
7. EXISTING/OTHER MORTGAGES AND OBLIGATIONS. Any default in
the payment or terms and conditions of any existing or other mortgage(s which encumber the
Property, or any modification of, and/or acceptance of future advances from, any existing or other
mortgage(s), other than in connection with the Permitted Senior Financing (as defined in the Loan
Agreement), without notice and prior written approval of Mortgagee, shall constitute a default
hereunder and the Mortgagee, at its option, may declare all sums due and payable and accelerate
the entire indebtedness. Notwithstanding the foregoing or anything to the contrary contained
herein, Mortgagee's consent shall not be required in connection with a refinancing of the Permitted
Senior Financing (as such term is defined in the Loan Agreement), so long as the refinancing does
not further subordinate the Lender's lien position or increase the maximum principal loan amounts
of the Permitted Senior Financing, as identified in Schedule A of the Loan Agreement.
Page 4 of 12
The Mortgagee may, at its option, and without waiving its right to accelerate the
indebtedness hereby secured and to foreclose the same, pay either before or after delinquency any
or all of those certain obligations required by the terms hereof to be paid by the Mortgagor for the
protection of the Mortgage security or for the collection of the indebtedness hereby secured. All
sums so advanced or paid by Mortgagee shall be charged into the mortgage account, and every
payment so made shall bear interest from the date thereof at the delinquent rate specified in said
Note, and become an integral part thereof, subject in all respects to the terms, conditions and
covenants of the aforesaid Note, and this Mortgage, as fully and to the same extent as though a
part of the original indebtedness evidenced by said Note and secured by this Mortgage, excepting
however, that said sums shall be repaid to the Mortgagee within fifteen (15) days after demand by
the Mortgagee to the Mortgagor for said payment.
8. INSPECTION. The Mortgagee, and any persons authorized by the
Mortgagee, shall have the right at any time, upon reasonable notice to the Mortgagor, to enter the
Mortgaged Property at a reasonable hour to inspect and photograph its condition and state of repair,
subject to the rights of tenants under the terms of their leases.
9. ACCELERATION OF MATURITY. That (a) in the event of any breach of
this Mortgage, or default on the part of the Mortgagor which is not cured within thirty (30) days
following written notice from the Mortgagee, or if such default cannot practicably be cured within
thirty (30) days, then within such additional time as may be required to effect a cure, so long as (i)
the cure is commenced within thirty (30) days and is diligently prosecuted and (ii) the lack of a
cure during such continuing cure period has no material adverse effect on the Mortgaged Property,
or (b) in the event any of said sums of money herein referred to be not promptly and fully paid
within fifteen (15) days next after the same severally become due and payable, without demand or
notice; or (c) in the event each and every stipulation, agreement, condition and covenants of the
Note, the Loan Agreement, this Mortgage, or any of the Loan Documents, are not duly, promptly
and fully performed, discharged, executed, effected, completed, complied with and abided by,
subject to any applicable notice and cure periods as may be provided in the Agreement; or (d) in
the event the Mortgagor shall fail, within ten (10) days written notice by the Mortgagee to execute
a Mortgagor's certificate in favor of any assignee or prospective assignee of the Mortgagee's
interest hereunder which certificate shall contain such acknowledgments, affirmations, and
covenants as may be reasonably required to enable the Mortgagee to assign their interest
hereunder, or (e) upon the rendering by any court of last resort of a decision that an undertaking
by the Mortgagor as herein provided to pay taxes, assessments, levies liabilities, obligations and
encumbrances is legally inoperative or cannot be enforced, or (f) in the event of the passage of any
law changing in any way or respect the laws now in force for the taxation of mortgages or debts
secured thereby, or the manner of collection of any such taxes, so as to materially adversely affect
this Mortgage or the debt secured hereby; or (g) in the event there exists an Event of Default under
and pursuant to the teens of any other obligation of any kind or nature whatsoever of the Mortgagor
to the Mortgagee, direct or contingent, whether now existing or hereafter due, existing, created or
arising, then in either or any such event, the said aggregate sum mentioned in said Note then
remaining unpaid, with interest accrued, and all other fees and charges due in connection therewith,
and all monies secured hereby shall become due and payable forthwith, or thereafter, at the option
of the Mortgagee or successor mortgagee hereof, as fully and completely as if all of the sums of
money were originally stipulated to be paid on such day, anything in the Note and/or in this
Mortgage to the contrary notwithstanding; and thereupon or thereafter, at the option of the
Mortgagee or successor mortgagee hereof, without notice or demand, suit at law or in equity,
Page 5 of 12
therefore, or thereafter begun, may be prosecuted as if all money secured hereby had matured prior
to its institution.
Delays or suspensions of construction or performance caused by force majeure events,
weather conditions, supply -chain disruptions, labor shortages, or governmental or lender approval
delays shall not constitute an Event of Default or basis for acceleration.
10. NO ADDITIONAL FINANCING. The Mortgagor hereby covenants and agrees
that Mortgagor shall not procure any other financing in connection with the Mortgaged Property
without the prior written consent of the Mortgagee other than financings disclosed to the
Mortgagee in writing as of the date hereof. Mortgagee hereby acknowledges and consent to the
Permitted Senior Financing and Permitted Subordinate Financing (as such terms are defined in the
HOME Loan Agreement) and unsecured subordinate loans from the members or guarantors of the
Mortgagor payable solely from cash flow as permitted under the Mortgagor's organizational
documents which for the avoidance of any confusion or doubt, said unsecured subordinate loans
from members or guarantors shall not be deemed to be Permitted Senior Financing and Permitted
Subordinate Financing.
11. DEFENSE OF MORTGAGED PROPERTY AND MORTGAGE. If any action
or proceeding shall be commenced by any person other than the Mortgagee, and the Mortgagee is
made a party, or in which it shall become necessary for the Mortgagee to defend or take action to
uphold or defend the lien of this Mortgage, all sums paid or incurred by the Mortgagee for the
expense of any litigation, including court costs and reasonable attorneys' fees incurred in any trial,
appellate, and bankruptcy proceedings, to prosecute or defend the rights and liens created by this
Mortgage shall be paid by the Mortgagor, together with interest thereon at the maximum rate
permitted by law from the date thereof, and any such sum and interest thereon shall be a claim
upon the Mortgaged Property, attaching or accruing subsequent to the lien of this Mortgage, and
shall be secured by the lien of this Mortgage.
12. CONDEMNATION. Subject to Section 6.23 of the Loan Agreement and
the rights of any lender of the Permitted Senior Financing, in the event the Mortgaged Property or
any part thereof shall be condemned under the power of eminent domain, and subject to the terms
of the Subordination Agreement, the Mortgagee shall have the right to demand that all damages
awarded for such taking be paid to the Mortgagee and shall be entitled to receive same, up to the
aggregate amount then remaining unpaid on the Note and this Mortgage, and any such sums shall
be applied to the payments last payable thereof.
13. SUBROGATION. To the extent of the indebtedness of the Mortgagor to the
Mortgagee as described in the Note, the Mortgagee shall be subrogated to the lien and the rights
of the owners and holders of each and every mortgage, lien or other encumbrance on the
Mortgaged Property which is paid or satisfied, in whole or in part, out of the proceeds of the Note.
The respective liens of such mortgages, liens or other encumbrances shall be and are hereby
security for the Note, as if they had been regularly assigned, transferred, and delivered unto the
Mortgagee, notwithstanding the fact that the same may be set aside and canceled of record. It is
the intention of the parties hereto that the prior mortgages, liens or other encumbrances will be
satisfied and canceled of record by the holders thereof at or about the time of the recording of this
Mortgage.
Page 6 of 12
14. APPOINTMENT OF RECEIVER. At any time while a suit is pending to
foreclose or to reform this Mortgage or to enforce any claims arising hereunder, the Mortgagee
may apply to a court of appropriate jurisdiction for the appointment of a receiver, and such court
shall forthwith appoint a receiver of the Mortgaged Property, including all and singular the income,
profits, rents, issues and revenues from whatever source derived. The receiver shall have all the
broad and effective functions and powers in anywise entrusted by a court to a receiver, and such
appointment shall be granted by such court as an admitted equity and as a matter of absolute right
to the Mortgagee without reference to the adequacy or inadequacy of the value of the Mortgaged
Property, or to the solvency or insolvency of the Mortgagor or the Defendants. All income, profits,
rents, issues and revenues collected by the receiver shall be applied by such receiver according to
the lien of this Mortgage, and the practice of such court.
15. NO TRANSFER OF MORTGAGED PROPERTY. Except as may be
otherwise permitted in the HOME Loan Agreement, it is expressly agreed that should the
Mortgagor convey Mortgagor's interest in the Mortgaged Property, or any legal or equitable
interest therein, to any person, firm or corporation or shall permit or create any further
encumbrances upon the Mortgaged Property without the prior written approval of the Mortgagee
to such conveyance or encumbrance, all sums outstanding under the Note and secured by this
Mortgage shall become immediately due and payable, at the option of the Mortgagee.
16. LEASES AFFECTING MORTGAGED PROPERTY. The Mortgagor shall
comply with and observe its obligations as landlord under all residential leases affecting the
Mortgaged Property or any part thereof Upon request, the Mortgagor shall furnish promptly to the
Mortgagee executed copies of all such residential leases now existing or hereafter created. The
Mortgagor shall not accept payment of rent under such residential leases thereunder more than one
(1) month in advance without the prior written consent of the Mortgagee. Nothing contained in
this Section or elsewhere in this Mortgage shall be construed to make the Mortgagee a mortgagee
in possession unless and until the Mortgagee actually takes possession of the Mortgaged Property
either in person or through an agent or receiver. To the extent not provided by applicable law, each
lease of the Mortgaged Property, shall provide that, in the event of the enforcement by the
Mortgagee of the remedies provided for by law or by this Mortgage, the lessee thereunder will, if
requested by the Mortgagee or by any person succeeding to the interest of the Mortgagee as the
result of said enforcement, automatically become the lessee of any such successor in interest,
without any change in the terms or other provisions of the respective lease; provided, however,
that said successor in interest shall not be bound by (i) any payment of rent or additional rent for
more than one (1) month in advance, except prepayments in the nature of security for the
performance by said lessee of its obligations under said lease not in excess of an amount equal to
one (1) month's rental, or (ii) any amendment or modification in the lease made without the consent
of the Mortgagee or any successor in interest. Each lease shall also provide that, upon request by
said successor in interest, the lessee shall execute and deliver an instrument or instruments
confirming its attornment.
17. ASSIGNMENT OF RENTS, ISSUES AND PROFITS. The Mortgagor does
hereby bargain, sell, transfer, assign, convey, set over and deliver unto the Mortgagee, as security
for the payment and performance of all the terms and conditions of the Note and this Mortgage,
andanyand all amendments, extensions and renewals thereof, all leases affecting the Mortgaged
Property or any part thereof now existing or which may be executed at any time in the future during
the life of this Mortgage, and all amendments, extensions and renewals of said leases and any of
Page 7 of 12
them, and all rents and other income which may now or hereafter be or become due or owing under
the leases, and any of them, on account of the use of the Mortgaged Property, it being intended
hereby to establish a complete transfer of the leases hereby assigned and all the rents and other
income arising thereunder and on account of the use of the Mortgaged Property unto the
Mortgagee, with the right, but without the obligation, to collect all of said rents and other income
which may become due during the life of the Note and this Mortgage. The Mortgagor agrees to
deliver to the Mortgagee upon demand such leases as may from time to time be designated by the
Mortgagee. Although it is the intention of the parties that this shall be a present assignment, it is
expressly understood and agreed, anything herein contained to the contrary notwithstanding, that
the Mortgagee shall not exercise any of the rights or powers herein conferred upon it until a default
shall occur under the terms and provisions of the Note and this Mortgage, or an Event of Default,
as such term is defined in the HOME Loan Agreement ("Event of Default") shall occur and be
continuing after any applicable notice and/or cure periods, but upon the occurrence of any Event
of Default or a default under the Note and this Mortgage, and after any applicable notice and or
cure periods have lapsed but upon the occurrence of any default or Event of Default, and after any
applicable notice and or cure periods have lapsed, the Mortgagee shall be entitled, upon notice to
the tenants, to all rents and other amounts then due under the leases and thereafter accruing, and
this Mortgage shall constitute a direction to and full authority to the tenants, lessees or other
occupants of the premises (hereinafter collectively referred to as the "Tenants") to pay all said
amounts to the Mortgagee without proof of the default relied upon. The Tenants are hereby
irrevocably authorized to rely upon and comply with any notice or demand by the Mortgagee for
the payment to the Mortgagee of any rental or other sums which may be or thereafter become due
under the leases, or for the performance of any of the Tenants undertakings under the leases and
shall have no right or duty to inquire as to whether any default under this Mortgage has actually
occurred or is then existing.
18. MORTGAGE CONSTITUTES SECURITY AGREEMENT. This Mortgage
also constitutes a security agreement as defined under the Uniform Commercial Code. The
Mortgagor hereby grants to the Mortgagee a security interest in and to all furniture, furnishings,
equipment, machinery, and personal property of every nature whatsoever now owned or hereafter
acquired by the Mortgagor located upon the Mortgaged Property together with all proceeds
therefrom and as further described in an exhibit to this Mortgage of even date herewith, if any.
The Mortgagor shall execute any and all documents as the Mortgagee may request, including,
without limitation, financing statements pursuant to the Uniform Commercial Code as adopted by
the State of Florida, to preserve and maintain the priority of the lien created hereby on property
which may be deemed personal property or fixtures. The Mortgagor hereby authorizes and
empowers the Mortgagee to execute and file on behalf of the Mortgagor all financing statements
and refiling and continuations thereof as the Mortgagee deems necessary or advisable to create,
preserve or protect said lien. The Mortgagor and Mortgagee expressly agree that the filing of a
financing statement shall never be construed as in anywise derogating from or impairing the
express declaration and intention of the parties hereto that all such personality located on or utilized
in connection with the real property encumbered by this Mortgage shall at all times and for all
purposes, in all proceedings both legal and equitable, be deemed a part of the real property
encumbered by this Mortgage.
19. CARE OF PROPERTY.
Page 8 of 12
(a) The Mortgagor shall preserve and maintain the Mortgaged Property in good
condition and repair. Except for: (i) repairs or replacements for ordinary wear and tear or in the
ordinary course of management of the Mortgaged Property; (ii) tenant or similar improvements
and upgrades; and (iii) repairs, replacements, or other restorations in the event of a casualty or
condemnation that are performed in accordance with the Loan Agreement, the Mortgagor shall not
remove, demolish, alter or change the use of any building, structure or other improvement
presently or hereafter on the Mortgaged Property constituting any part of the Mortgaged Property
without the prior written consent of the Mortgagee. The Mortgagor shall not permit, commit or
suffer any waste, impairment or deterioration of the Mortgaged Property or of any part thereof,
and will not take any action which will increase the risk of fire or other hazard to the Mortgaged
Property or to any part thereof. The Mortgagor shall comply with all applicable local, state, and
federal regulations in regards to the Property.
(b) Except as otherwise provided in this Mortgage, no fixture, personal property or
other part of the Mortgaged Property shall be removed, demolished or altered, without the prior
written consent of the Mortgagee. The Mortgagor may sell or otherwise dispose of, free from the
lien of this Mortgage, furniture, furnishings, equipment, tools, appliances, machinery, fixtures or
appurtenances, subject to the lien hereof, which may become worn out, undesirable or obsolete,
only if they are replaced immediately with similar items of at least equal value which shall, without
further action, become subject to the lien of this Mortgage.
20. MORTGAGE SECURES INDEBTEDNESS. It is expressly agreed and
understood that this Mortgage secures the indebtedness and the obligation of the Mortgagor to the
Mortgagee with respect to the Note, as the same is evidenced by the Note, and all renewals,
extensions and modifications thereof. This Mortgage shall not be deemed released, discharged or
satisfied until the entire indebtedness evidenced by the Note is paid in full.
21. MORTGAGEE'S REMEDIES CUMULATIVE. The Mortgagor agrees
that all rights of the Mortgagee hereunder shall be separate, distinct, and cumulative, and that none
shall be in exclusion of the other, and that no act of the Mortgagee shall be construed as an election
to proceed under any provision of covenant herein to the exclusion of any other, notwithstanding
anything herein to the contrary.
22. FUTURE ADVANCES. Pursuant to the laws of the State of Florida, this
Mortgage shall secure not only the existing indebtedness evidenced by the Note, but also such
future advances as may be made by the Mortgagee to the Mortgagor in accordance with the Note,
this Mortgage, or any other Loan Document executed in connection herewith, whether or not such
advances are obligatory or are to be made at the option of the Mortgagee, or otherwise, and as are
made within twenty (20) years from the date hereof, to the same extent as if such future advances
were made on the date of the execution of this Mortgage. The total amount of indebtedness that
may be so secured may decrease or increase from time to time, but the total unpaid balance so
secured at one time shall not exceed one and a half times the face amount of the Note, plus interest
thereon, and any disbursements made for the payment of taxes, levies or insurance on the
Mortgaged Property with interest on such disbursements at the rate designated in the Note to apply
following a default thereunder.
23. INDEMNIFICATION. The Mortgagor hereby protects, indemnifies,
defends, and saves harmless the Mortgagee, its officers, directors, agents and employees, from and
against any and all liabilities, obligations, claims, damages, penalties, causes of action, costs and
Page 9 of 12
expenses (including without limitation, reasonable attorneys' fees and expenses) imposed upon,
incurred by or asserted against the Mortgagee or any of such persons by reason of (a) ownership
of any interest in the Mortgaged Property or any part thereof, (b) any accident, injury to or death
of persons or loss of or damage to property occurring on or about the Mortgaged Property or any
part thereof or the adjoining sidewalks, curbs, vaults and vault space, if any, streets or ways, (c)
any use, disuse or condition of the Mortgaged Property or any part thereof, or the adjoining
sidewalks, curbs, vaults and vault space, if any, or any streets or ways, (d) any failure on the part
of the Mortgagor to perform or comply with any of the terms hereof or of any of the Loan
documents executed in connection herewith, or any inaccuracy in any representation or warranty
made by the Mortgagor herein or in any of the Loan Documents executed in connection herewith,
(e) any necessity to defend any of the right, title or interest conveyed by this Mortgage, (f) the
performance of any labor or services or the furnishing of any materials or other property in respect
of the Mortgaged Property or any part thereof, (g) any subsidence or erosion of any part of the
surface of the Mortgaged Property, including any shoreline or any bank of any river, stream, creek,
lake, ocean or other water source, or (h) the location or existence of asbestos or any toxic or
hazardous waste, chemicals, materials or substance on, at, in or under the Mortgaged Property or
any part thereof. If any action, suit or proceeding is brought against the Mortgagee, or any of its
officers, directors, agents or employees, for any such reason, the Mortgagor, upon the request of
such party, will, at the Mortgagor's expense, cause such action, suit or proceeding to be resisted
and defended by counsel satisfactory to the Mortgagee or such person. Any amounts payable to
an indemnified party under this Section which are not paid within ten (10) days after written
demand therefor shall bear interest at the default rate of interest provided in the Note from the date
of such demand, and such amounts, together with such interest, shall be indebtedness secured by
this Mortgage. The obligations of the Mortgagor under this Section shall survive any defeasance
of the Mortgage.
24. HAZARDOUS MATERIALS. The Mortgagor agrees that it will not use,
generate, store or dispose of hazardous materials on the Mortgaged Property. For purposes hereof,
"hazardous materials" include (but are not limited to) materials defined as "hazardous waste"
under the Federal Resource Conservation and Recovery Act and similar state laws, or as
"hazardous substances" under the Federal Comprehensive Environmental Response,
Compensation and Liability Act and similar state laws. Hazardous materials include (but are not
limited to) solid, semi -solid, liquid or gaseous substances which are toxic, ignitable, corrosive,
carcinogenic or otherwise dangerous to human, plant or animal health and well-being. Examples
of hazardous waste include paints, solvents, chemicals, petroleum products, batteries,
transformers, and other discarded man-made materials with hazardous characteristics. The
Mortgagee shall have all remedies at law and equity for failure of the Mortgagor to carry out the
foregoing obligation, including but not limited to specific performance, damages, reasonable
attorneys' fees and court costs. This provision shall survive payment of the Note and termination
of this Mortgage. For avoidance of doubt, "hazardous materials" shall not include construction
products, household cleaners and/or office materials of the type and quantity ordinarily used in the
normal construction, operation and maintenance of properties similar to the Project.
25. REPRESENTATIONS AND WARRANTIES. In order to induce the Mortgagee
to make the Loan evidenced by the Note, the Mortgagor represents and warrants that as of the date
of this Mortgage: (a) there are no actions, suits or proceedings pending or threatened against or
affecting the Mortgagor or any portion of the Mortgaged Property, or involving the validity or
enforceability of this Mortgage or the priority of its lien, before any court of law or equity or any
Page 10 of 12
tribunal, administrative board or governmental authority, and the Mortgagor is not in default under
any other indebtedness or with respect to any order, writ, injunction, decree, judgment or demand
of any court or any governmental authority; (b) the execution and delivery of the Note, this
Mortgage and all other Loan Documents do not and shall not (i) violate any provisions of any law,
rule, regulation, order, writ, judgment, injunction, decree, determination or award applicable to the
Mortgagor or any other person executing the Note, this Mortgage or other Loan Documents, nor
(ii) result in a breach of, or constitute a default under, any indenture, bond, mortgage, lease,
instrument, credit agreement, undertaking, contract or other agreement to which the Mortgagor or
such other person is a party or by which either or both of them or their respective properties may
be bound or affected; (c) the Note, this Mortgage and all other Loan Documents constitute valid
and binding obligations of the Mortgagor and any other person executing the same, enforceable
against the Mortgagor and such other person(s) in accordance with their respective terms; (d)
there is no fact that the Mortgagor and any guarantor(s) of the Loan have not disclosed to the
Mortgagee in writing that could materially adversely affect their respective properties, business or
financial conditions or the Mortgaged Property or any other collateral for the Loan; (e) the
Mortgagor and any guarantor(s) of the Loan have duly obtained all permits, licenses, approvals
and consents from, and made all filings with, any governmental authority (and the same have not
lapsed nor been rescinded or revoked) which are necessary in connection with the execution and
delivery of this Mortgage and any other Loan Document, the making of the Loan, the performance
of their respective obligations under . any Loan Document, or the enforcement of any Loan
Document; and that all such representations and warranties shall survive the closing of the Loan
and any bankruptcy proceedings.
26. SEVERABILITY OF INVALID PROVISIONS. In the event any provision of
the Note and or this Mortgage should be held unconstitutional, illegal or unenforceable for any
reason, such provision shall not affect, alter, or otherwise impair any other provision of the Note
and or this Mortgage.
27. NO WAIVER. It is expressly agreed and understood that a waiver by the
Mortgagee of any right or rights conferred to it hereunder with regard to any one transaction or
occurrence shall not be deemed a waiver of such right or rights to any subsequent transaction or
occurrence. It is further agreed that any forbearance or delay by the Mortgagee in the enforcement
of any right or remedy hereunder shall not constitute or be deemed a waiver of such right or
remedy.
28. GOVERNING LAW AND VENUE. This Mortgage 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 Mortgage 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 hereto both waive any defense that
venue in Miami -Dade County is not convenient.
29. HEADINGS. The headings of the articles, sections, paragraphs and subdivisions
of this Mortgage are for convenience and ease of reference only, and are not to be considered a
part hereof, and shall not limit or otherwise affect any of the terms or provisions hereof.
30. GENDER AND NUMBER. In this Mortgage and the Note it secures, the singular
shall include the plural and the masculine shall include the feminine and neuter.
Page 11 of 12
31. PARTIES BOUND; NO ORAL MODIFICATIONS. Each and every of the
terms, covenants and conditions contained herein shall be binding upon the parties hereto and their
successors, heirs, assigns and devisee. This Mortgage is not subject to modification other than by
a written document or instrument executed by the party or parties to be charged with such
modification.
32. SUBORDINATION. The terms of this Mortgage are subject in all respects to the
terms and conditions of the Subordination Agreement by and among the Mortgagor, as borrower,
The Bank of New York Mellon Trust Company, N.A., as trustee, the Mortgagee, as subordinate
lender, Miami -Dade County, Florida, as subordinate lender, and Wynwood Business Improvement
District, as subordinate lender, dated as of April 1, 2026.
33. CAPITALIZED TERMS. All capitalized terms not defined herein shall have the
meanings provided in the Loan Agreement and the Exhibits thereto.
34. WAIVER OF TRIAL BY JURY. THE MORTGAGOR HEREBY
KNOWINGLY, VOLUNTARILY AND INTENTIONALLY WAIVES THE RIGHT TO A
TRIAL BY JURY WITH RESPECT TO ANY LITIGATION BASED HEREON OR
ARISING OUT OF, UNDER OR IN CONNECTION WITH, THIS MORTGAGE, OR ANY
OF THE LOAN DOCUMENTS OR THE FINANCING CONTEMPLATED HEREBY, OR
ANY COURSE OF CONDUCT, COURSE OF DEALING, STATEMENTS (WHETHER
ORAL OR WRITTEN) OR THE ACTIONS OF ANY PARTY HERETO. THIS
PROVISION IS A MATERIAL INDUCEMENT FOR THE MORTGAGEE EXTENDING
THE LOAN SECURED BY THIS MORTGAGE.
[SIGNATURE ON FOLLOWING PAGE]
Page 12 of 12
IN WITNESS WHEREOF, the Mortgagor has hereunto set its hand and seal the day and year
first above written.
WITNESSES:
Signature: d/
Print Name:
Address:
Signature: Rodri
Print Name:
Address:
MORTGAGOR'S ADDRESS:
2901 Wynwood, LLC
c/o New Urban Development LLC
9999 NE 2nd Avenue, Suite 314
Miami Shores, FL 33138
Attn: Oliver L. Gross
STATE OF FLORIDA )
):SS
COUNTY OF MIAMI-DADE )
MORTGAGOR:
2901 WYNWOOD, LLC, a Florida limited
liability company
By: 2901 MANAGER LLC, a Florida
limited liability company, its Manager
By:
Print Name: Oliver L. Gross
Title: President
(SEAL)
The foregoing instru cnt was sworn to and subscribed before me by means of k4hysical presence
or [ ] online notarization this day of June, 2026, by Oliver L. Gross, President of 2901 Manager LLC, a
Florida limited liability company, the Manager of 2901 Wynwood, LLC, a Florida limited liability
company, on behalf of the limited liability companies. He is personal y known to me or has produced
identification.
NOTARyo`'Y,,:';„'►,; .4s,.
vv.! 4°0E87.27*N
Dia
NARY PUBLIC
Print Name: NATACHA DESAMOURS
Commission No.
My Commission Expires:
EXHIBIT A
Legal Description of The Property
Lessee's interest in that certain Amended and Restated Ground Lease Agreement by and between
New Urban Development LLC, a Florida limited liability company, Lessor, and 2901 Wynwood,
LLC, a Florida limited liability company, Lessee, dated of even date herewith, as memorialized by
that certain Memorandum of Ground Lease recorded herewith in the Public Records of Miami -
Dade County, Florida, demising the following described Land:
All of Lots 13, 14, 15, & 16, of BLOCK 3, OF AMENDED PLAT OF ST JAMES PARK,
ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 4, PAGE 41, OF
THE PUBLIC RECORDS OF MIAMI-DADE COUNTY, FLORIDA
LESS AND EXCEPT THAT PORTION OF LOT 13 CONVEYED TO CITY OF MIAMI BY
RIGHT-OF-WAY DEED RECORDED IN OFFICIAL RECORDS BOOK 33382, PAGE 4103.
EXHIBIT B
Permitted Encumbrances on the Mortgaged Property
All permitted encumbrances on the Property are described in Title Insurance Order No.
10741637 issued by Fidelity National Title Insurance Company, effective as of January 7, 2026 at
11:00 p.m.
EXHIBIT "G"
FORM OF COVENANT
Prepared by, and after recording, return to:
Raymond Pereira, Esq.
Assistant City Attorney, City of Miami
444 S.W. 2nd Avenue
Miami, FL 33130-1910
Tel: (305) 416-1800
After recording return to:
Maria T. Ason
Contract Compliance Analyst
City of Miami
Department of Housing and Community Development
444 S.W. 2nd Avenue
Property Address: 2901 NW 2nd Avenue Miami, Florida 33127
DECLARATION OF RESTRICTIVE COVENANTS FOR
2901 WYNWOOD, LLC
This Declaration of Restrictive Covenants for 2901 Wynwood, LLC (the "Covenant")
made this ZYday of June, 2026 by 2901 WYNWOOD, LLC, a Florida limited liability company
(hereinafter referred to as "Project Sponsor"), is in favor of the CITY OF MIAMI, a municipal
corporation of the State of Florida (hereinafter referred to as the "City"). Project Sponsor and the
City are sometimes collectively the "Parties" and singularly referred to as a "Party."
RECITALS
WHEREAS, the Project Sponsor is the leasehold owner of the property legally described
in Exhibit A, attached hereto and incorporated here ("Property"); and
WHEREAS, the Project Sponsor hereby agrees and covenants that the Property shall be
subject to the provisions, covenants, and restrictions contained herein; and
WHEREAS, this Covenant is made for the express benefit of the City, and it shall remain
in full force and effect until released by the City; and
WHEREAS, the City has loaned One Million, Five Hundred Thousand and 00/100 Dollars
($1,500,000.00) in Home Investment Partnerships (HOME) Program funds ("HOME") to Project
Sponsor (the "Loan") in order to construct the Project, as more particularly described below; and
WHEREAS, the Project Sponsor is developing a project that will, among other things,
increase the supply of rental housing units for Very -Low Income and Low -Income Households in
the community to be known as View 29 (hereinafter referred to as the "Project"), which consists
of the new construction of a of a 12-floor mix -income residential building located 2901 NW 2nd
Avenue Miami, Florida 33127 (hereinafter referred to as the "Property"), as legally described in
Exhibit "A."
WHEREAS, The Project consists of a total of a total of one hundred sixteen (116)
residential apartment units. The Project will have thirty-six (36) HOME -assisted units (the
"HOME -Assisted Units") developed on the Property and are all subject to the terms, covenants,
and restrictions contained in this Covenant; and
WHEREAS, the City's allocation of funds for the Project is subject to that certain HOME
Investments Partnerships Program Loan Agreement for View 29 (the "HOME Loan Agreement")
Page 1 of 7
and other loan documents of even date herewith between the City and the Project Sponsor
(collectively the "Loan Documents"); and
WHEREAS, Project Sponsor desires to make a binding commitment to assure that the
HOME -Assisted Units and the Property in general are maintained and operated in accordance with
the provisions of the Loan Documents and this Covenant; and
WHEREAS, Project Sponsor, as a condition for receiving the Loan funds for the Property
is required to record in the Public Records of Miami -Dade County, Florida, this Covenant
obligating the Project Sponsor, its successors, and assigns to maintain and operate the Property in
accordance with the Loan Documents; and
WHEREAS, the Project Sponsor hereby declares that this Covenant shall be and is a
covenant running with the Property and, unless released by the City, is binding on the Property for
the entire Affordability Period (as such term is defined in the HOME Loan Agreement), and is not
merely a personal covenant of the Project Sponsor.
NOW THEREFORE, Project Sponsor voluntarily covenants and agrees that the HOME -
Assisted Units and the Property in general shall be subject to the following restrictions that are
intended and shall be deemed to be covenants running with the land and binding upon Project
Sponsor, and its heirs, transferees, successors and assigns as follows:
Section 1. Recitals: The recitals and findings set forth in the preamble of this Covenant
are hereby adopted by reference thereto and incorporated herein as if fully set forth in this Section.
Section 2. Use of Property: There shall be a total of thirty-six (36) HOME -Assisted Units
in the Project that shall remain Affordable for eligible tenants. All thirty-six (36) of the HOME -
Assisted Units shall remain affordable to Low, or Very -Low Income for the period of time
commencing on the date of the Close -Out of the Project and ending thirty (30) years thereafter (the
"Expiration of the Affordability Period"). The thirty-six (36) HOME -Assisted Units shall consist
of ten (10) one bedroom/one bathroom apartment units and twenty-six (26) two-bedroom/one-
bathroom apaitiiient units. "Very -Low Income" shall mean a household whose annual income does
not exceed fifty percent (50%) of the median income for the area, as determined by the U.S.
Department of Housing and Urban Development, with adjustments and certain exceptions as
provided in 24 CFR Part 92. "Low Income" shall mean a household whose annual income does
not exceed sixty percent (60%) of the median income for the area, as determined by the U.S.
Department of Housing and Urban Development, with adjustments and certain exceptions as
provided in 24 CFR Part 92. The "Affordability Period" of this Project will be thirty (30) years
commencing on Close -Out of the Project, as set forth in the HOME Loan Agreement.
Section 3. Term of Covenant: This Covenant is a covenant running with the land. This
Covenant shall remain in full force and effect and shall be binding upon the Project Sponsor, its
successors, transferees, and assigns from the Effective Date until the Expiration of the
Affordability Period. The Affordability Period of this Project will be thirty (30) years commencing
on Close -Out of the Project. Upon the Expiration of the Affordability Period, this Covenant shall
immediately lapse and be of no further force and effect without the necessity of any other written
document or instrument. Notwithstanding the foregoing, upon the Expiration of the Affordability
Period, the City shall prepare for recording an instrument evidencing the expiration of and other
termination of this Covenant in the Public Records of Miami -Dade County, Florida.
Page2of7
Section 4. Prohibited Conveyances: Except as provided in the Loan Documents, including
the Permitted Senior Financing described therein and the recording of easements and other
agreements or licenses relating to the development, construction and operation of the Project, the
Project Sponsor covenants and agrees not to encumber or convey its interest in the Project,
Property, or any portion thereof, without City's prior written consent as required by the HOME
Loan Agreement, except for those encumbrances and/or conveyances as authorized under the
HOME Loan Agreement. For the purposes of this Covenant, any change in the ownership or
control of the Project Sponsor, other than transfers expressly permitted under the Loan Documents,
shall be deemed a conveyance of an interest in the Project.
Section 5. Repayment Upon Default: The Project Sponsor covenants and agrees that in the
event (i) of the sale or conveyance of any interest in the Project and/or the Property without City's
prior written consent as required by the Loan Documents (except as otherwise provided in the
Loan Documents), or (ii) that the Project Sponsor ceases to exist as an organization, the Project
Sponsor shall immediately make payment to the City in an amount equal to the full amount of
Loan funds disbursed and outstanding , with interest thereon as provided in the Note, all Program
Income (as defined in 24 CFR Part 92) derived from or in connection with the Project, the Property
and/or the Loans (as may be applicable), and all unpaid fees, charges and other obligations of the
Project Sponsor due under any of the HOME Loan Documents.
Section 6. Inspection and Enforcement: It is understood and agreed that any official
inspector of the City shall have the right any time during normal working hours to enter and
investigate the use of the Property to determine whether the conditions of this Covenant are in
compliance, subject to the rights of residential tenants under their leases.
Section 7. Amendment and Modification: This Covenant may be modified, amended, or
released as to any portion of the Property by a written instrument executed on behalf of the City
and the Project Sponsor, or their respective successors -in -interest. Should this instrument be
modified, amended or released, the City Manager shall execute a written instrument in recordable
form to be recorded in the Public Records of Miami -Dade County, Florida, effectuating and
acknowledging such modification, amendment, or release.
Section 8. Definitions: All capitalized terms not defined herein shall have the meanings
provided in the HOME Loan Agreement.
Section 9. Severability: Invalidation of one of the provisions of this Covenant by judgment
of Court shall not affect any of the other provisions of the Covenant, which shall remain in full
force and effect.
Section 10. Recordation: This Covenant shall be filed of record in the Public Records of
Miami -Dade County, Florida, at the sole cost and expense of the Project Sponsor.
Section 11. Deed Restriction/Covenant Running with the Land. Any and all requirements
of the laws of the State of Florida that must be satisfied in order for the provisions of this Covenant
to constitute a deed restriction and covenant running with the land shall be satisfied in full, and
any requirements or privileges of estate are intended to be satisfied, or in the alternate, an equitable
servitude has been created to insure that these restrictions run with the land. For the term of this
Covenant, each and every contract, deed, or other instrument hereafter executed conveying the
Property or portion thereof shall expressly provide that such conveyance is subject to this
Covenant, provided, however, that the covenants contained herein shall survive and be effective
Page3 of7
regardless of whether such contract, deed, or other instrument hereafter executed conveying the
Property or portion thereof provides that such conveyance is subject to this Covenant.
Section 12. Governing Law and Venue. This Covenant 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 Covenant must be brought in
a court of competent jurisdiction 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.
Section 13. Floating Units. HOME -Assisted Units shall be designated as "Floating
Units," as described in 24 CFR 92.252(j). meaning that the total number of HOME -Assisted Units
in the Project is fixed for the Affordability Period but the Project Sponsor may from time to time
change the designation of individual units from HOME -Assisted Units to unassisted units so long
as the aggregate number of units remains the same and are of comparable size by square foot and
amenities.
Section 14. Costs, Including Attorney's Fees. In the event litigation, arbitration, or
mediation, between the Parties, arises out of the terms of this Covenant, 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.
[Signature Page Follows]
[Remainder of page intentionally left blank]
Page 4 of 7
IN WITNESS WHEREOF, the Project Sponsor has caused this Declaration of Restrictive
Covenants to be executed by its duly authorized officers and the corporate seal to be affixed hereto
on the day and year first above -written.
WITNESSES:
Print Name• Gabriella Carter
Address:
f17i,annr` Ft-
i
Print Name: Rodrigo GaIays
Address: Lt ! J& 2 e
i"1(ilkt ?3(ry
STATE OF FLORIDA )
):SS
COUNTY OF MIAMI-DADE )
PROJECT SPONSOR:
2901 WYNWOOD, LLC, a Florida limited
liability company
By: 2901 MANAGER LLC, a Florida limit
liability company anager
By:
Name: Oliver L. Gross
Title: President
The foregoing instrument was sworn to and subscribed before me by means of [ ] physical presence
or [ ] online notarization this day of June, 2026, by Oliver L. Gross, President of 2901 Manager LLC, a
Florida limited liability company, the Manager of 2901 Wynwood, LLC, a Florida limited liability
company, on behalf 'of the limited liability companies. He is personal known to me or has produced
identification`�PG OESAiii a,,,���
' JIi NOTARYs • j40Y Ptie li:?Yis, -
'
o
et
/ \ ARY PUBL//IC
MY COMMISSION i Print Name: NATACHA DESAMOURs
EXPIRES 7-23-2027 i
W 1 OF F\9 4.
**(4,ii Kqiiiiii%
1:,
ono
Commission No. HH377970
My Commission Expires:
ATTESTED:
*1 INCe 10 Eo *
9 iiel� s Q.
By:
odd B. H
City Clerk
APPROVED A
REQUIRE
David Ruiz
Interim Dir
CITY OF MIAMI, a municipal
corporation of the Sta of rida
%i►
Jam-.d
City Manag
APPROVED AS TO FORM AND
CORRECTNESS:
1/Uplr ' '
George Wysong 111 V
tor olf Risk Management City Attorney Q'Q --1
Approved by Housing and Community
Development Department:
Victor Turner
Director
ACKNOWLEDGMENT
STATE OF FLORIDA )
COUNTY OF MIAMI-DADE )
The foregoing instrument was cknowledged before me by means of pC� hysical presence or O online
notarization, this day of Ylf , 2026 by James Reyes, as City Manager for the City of
Miami, a municipal corporation of the State of Florida, on behalf of the municipal corporation. He/she is
personally known to me or has produced as identification.
(NOTARY PUBLIC SEAL)
SANDRA GILBERT
MY COMMISSION # HH 623478
EXPIRES: April 20, 2029
•
6Ciai
(Printed, Typed, or Stamped Name of Notary Public)
Title or Rank
Serial Number, if any
Page 6 of 7
EXHIBIT A
LEGAL DESCRIPTION OF THE PROPERTY
Leasehold Parcel — View 29
Lessee's interest in that certain Amended and Restated Ground Lease Agreement by and between
New Urban Development LLC, a Florida limited liability company, Lessor, and 2901 Wynwood,
LLC, a Florida limited liability company, Lessee, dated of even date herewith, as memorialized
by that certain Memorandum of Ground Lease recorded herewith in the Public Records of
Miami -Dade County, Florida, demising the following described Land:
All of Lots 13, 14, 15, & 16, of BLOCK 3, OF AMENDED PLAT OF ST JAMES PARK,
ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 4, PAGE 41, OF
THE PUBLIC RECORDS OF MIAMI-DADE COUNTY, FLORIDA
LESS AND EXCEPT THAT PORTION OF LOT 13 CONVEYED TO CITY OF MIAMI BY
RIGHT-OF-WAY DEED RECORDED IN OFFICIAL RECORDS BOOK 33382, PAGE 4103
Page 7 of 7
EXHIBIT "H"
RENT REGULATORY AGREEMENT
Prepared by:
Raymond Pereira, Esq.
Assistant City Attorney, City of Miami
444 S.W. 2nd Avenue
Miami, FL 33130-1910
Tel: (305) 416-1800
After recording return to:
Maria T. Ason
Contract Compliance Analyst
City of Miami
Department of Housing and Community Development
444 S.W. 2nd Avenue,
9th Floor
Miami, FL 33130
Property Address: 2901 NW 2nd Avenue Miami, Florida 33127
RENT REGULATORY AGREEMENT FOR
VIEW 29
This RENT REGULATORY AGREEMENT FOR VIEW 29 ("Regulatory
Agreement") is entered into this .'-r day of June, 2026, between 2901 WYNWOOD, LLC, a
Florida limited liability company (hereinafter referred to as "Borrower") and the CITY OF
MIAMI, a municipal corporation of the State of Florida (hereinafter referred to as the "City").
The execution of this Regulatory Agreement by the Borrower is in connection with the
loan of HOME Investment Partnerships Program ("HOME") funds, (the "Loan"), secured by
certain loan documents to be executed in connection therewith (the "Loan Documents"), for the
construction of a total of one hundred sixteen (116) residential affordable apartment units, of which
thirty six (36) shall be occupied by eligible residents of which thirty-six (36) shall be occupied by
eligible residents (the "HOME -Assisted Units") of that certain project known as View 29. The
project will be a 12-story mixed -use multifamily rental building project located at 2901 NW 2nd
Avenue Miami, Florida 33127 (hereinafter referred to as the "Property" or the "Project").
In accordance with the requirements set forth in (i) that certain HOME Loan Agreement to
be executed by the Borrower and the City for the HOME funds (the "Loan Agreement") of even
date therewith, and (ii) the other Loan documents of even date therewith between the Borrower
and the City, thirty-six (36) of the total one hundred sixteen (116) Project units are considered
"HOME -Assisted" and all of the HOME -Assisted Units are subject to the restrictions provided
herein. The thirty-six (36) HOME -Assisted Units shall be "floating" units, meaning that they are
not specifically designated units, but that any thirty-six (36) of the total one hundred sixteen (116)
Project units shall be, at any one time, in compliance with the HOME -Assisted requirements set
forth herein.
Borrower hereby agrees to the following terms, conditions and covenants commencing
from the Close -Out of the Project until the end of the Affordability Period:
(1) Occupancy Requirements. The HOME -Assisted Units shall be made available to
tenants who qualify under the occupancy requirements of 24 CFR Part 92 (hereinafter
referred to as the "Regulation"). The HOME -Assisted Units are subject to the
restrictions provided therein and herein, including, but not limited to, the following:
Page 1 of 10
All thirty-six (36) of the HOME -Assisted Units shall be occupied by Low and Very
Low -Income Households. Low -Income Households have annual incomes that do not
exceed sixty percent (60%) of area median income, as determined by the U.S.
Department of Housing and Urban Development ("HUD") and adjusted for family size.
Very Low -Income Households have annual incomes that do not exceed fifty percent
(50%) of area median income, as determined by HUD and adjusted for family size.
(2) Maximum Rent Levels. The rents charged on all of the HOME -Assisted Units shall
be subject to the Regulation and to the requirements set forth in the table below. Gross
monthly rent charged on HOME -Assisted Units occupied by tenants identified as Very -
Low Income are subject to the maximum LOW HOME Rent published annually by
HUD for each locality. The HIGH and LOW HOME Rent maximums for leases signed
in Miami, Florida effective as of June 1, 2025, are as follows:
No. of
HOME -
No. of
Bedrooms
AMI
Category
Rent
Maximum
Assisted
Units
10
1
50%
$1,161
26
2
60%
$1,791
The foregoing maximum rents include tenant paid utilities. Maximum rents will
be reduced for the amount of the applicable HUD Utility Allowance for any utilities
paid by the tenant. In no event will the monthly rent on a HOME -Assisted Unit exceed
thirty percent (30%) of the applicable percentage of area median income set forth in
Paragraph 1 above. Rents shall not be adjusted for changes in income or HUD
published maximums until lease renewal. In the event that the HOME -Assisted Units
are also benefitted from a federal or state rent subsidy program, then the rents outlined
above may be set at the applicable rent standard established by that rent subsidy
program in compliance with 24 CFR 252 (b)(2).
(3) Income Re -certification. Tenant income for HOME -Assisted Units shall be certified
by the Borrower annually on the anniversary of each tenant's lease and maintained in
the tenant file, subject to inspection by the City, in accordance with this Regulatory
Agreement.
(4) Deposits and Pre -payments. Borrower shall not require, as a condition of occupancy
or leasing of any HOME -Assisted Unit, any other consideration or deposit from the
tenant, except for the prepayment of one (1) month's rent and plus a security deposit
not to exceed one (1) additional month's rent.
(5) Prohibited Lease Provisions. The Borrower's leases for HOME -Assisted Units shall
not contain any of the following provisions:
Page 2of10
a. Agreement to be sued. A tenant lease may not contain a provision whereby
the tenant agrees to be sued, admits guilt or consents to judgment in favor
of the landlord in a lawsuit brought in connection with the lease.
b. Agreement regarding treatment of property. A tenant lease may not contain
a provision whereby the tenant agrees that the landlord may take, hold or
sell personal property of the tenant household without notice and a court
decision. This prohibition does not apply to personal property remaining in
the HOME -Assisted Unit after the tenant has moved out.
c. Waiver of notice. A tenant lease may not contain a provision whereby the
tenant agrees that the landlord may institute a lawsuit without notice to the
tenant.
d. Waiver of legal proceedings. A tenant lease may not contain a provision
whereby the tenant agrees that the landlord may evict the tenant or a
household member without instituting a civil court proceeding in which the
tenant has the opportunity to present a defense or before a court decision on
the rights of the parties.
e. Waiver of a jury trial. A tenant lease may not contain a provision whereby
the tenant agrees to waive any right to a jury trial.
f. Waiver of right to appeal a court decision. A tenant lease may not contain a
provision whereby the tenant agrees to waive the tenant's right to appeal or
otherwise challenge in court a court decision in connection with the lease.
Agreement to pay legal costs, regardless of outcome. A tenant lease may
not contain a provision whereby the tenant agrees to pay attorney's fees or
other legal costs even if the tenant wins the court proceeding brought by the
landlord against the tenant. The tenant, however, may be obligated to pay
costs if the tenant loses.
g.
h. Excusing owner from responsibility. A tenant lease may not contain a
provision whereby the tenant agrees not to hold the landlord or the
landlord's agents legally responsible for any action or failure to act, whether
intentional or negligent.
(6) Annual Reporting. Each year, on the anniversary of the issuance of the certificate
of occupancy/certificate of completion for the Project, and at other times at the request
of the City, the Borrower shall furnish occupancy reports in a form approved by the
City, and shall provide the City with such other information as may be requested by the
City relative to income, expenses, assets, liabilities, contracts, operations, and condition
of the Project and/or the HOME -Assisted Units.
(7) Inspections. The Borrower agrees to submit the HOME -Assisted Units to an annual
re -inspection to ensure continuing compliance with all applicable housing codes,
federal and local housing quality standards and regulatory requirements. The Borrower
will be furnished a copy of the results of each inspection within thirty (30) calendar
days of completion, and will be given thirty (30) calendar days thereafter to correct any
deficiencies or violations.
Page 3of10
At any time other than an annual inspection, the City may, in its discretion,
inspect any HOME -Assisted Unit. The Borrower and the tenant will be provided with
the results of the inspection and the time and the method of compliance and corrective
action that must be taken.
Except in the event of an emergency, inspections shall be conducted upon
reasonable prior notice and shall be limited to verification of compliance with this
Regulatory Agreement.
(8) Record -keeping. The Property, including the HOME -Assisted Units, equipment,
buildings, plans, offices, apparatus, devices, books, contracts, records, documents, and
other papers relating thereto shall at all times be maintained in reasonable condition for
proper audit and shall be subject to examination and inspection at any reasonable time
by the City. Borrower shall keep copies of all written contracts and other instruments
which affect the HOME -Assisted Units, all or any of which may be subject to
inspection and examination by the City. Specifically, the foregoing includes all records,
calculations and information necessary to support tenant occupancy eligibility and
monthly rental charges in addition to all leases and written notices to tenants with
respect to the terms of this Regulatory Agreement, as required by this Regulatory
Agreement.
(9) Default. Upon the occurrence of a violation of any provision of this Regulatory
Agreement, the City shall give written notice thereof to the Borrower (with a copy to
Borrower's investor member), by registered or certified mail, addressed to the
Borrower's address as stated in this Regulatory Agreement, or to such other address(es)
as may subsequently, upon appropriate written notice thereof to the City, be designated
by the Borrower. In the case of a Borrower which is a corporation or partnership,
notices may also be sent by the City to the address of the corporation's chief executive
officer or to all general partners, as applicable, at the City's discretion. If such violation
is not corrected to the City's satisfaction, within thirty (30) calendar days after the date
such notice is mailed, or within such further time as the City reasonably determines is
necessary to correct the violation, without further notice the City may declare a default
under this Regulatory Agreement and under the Loan Agreement and the Loan
Documents executed in connection therewith, and may proceed to initiate any or all
remedies at law or in equity provided for in the event of a default under such agreements
and Loan Documents.
All notices under this Regulatory Agreement shall be in writing and addressed as
follows:
To Borrower:
With Copies to:
2901 Wynwood, LLC
c/o New Urban Development LLC
9999 NE 2nd Avenue, Suite 314
Miami Shores, FL 33138
Attention: Oliver Gross
Bilzin Sumberg Baena Price & Axelrod LLP
1450 Brickell Ave., 23rd Floor
Miami, FL 33131
Page 4of10
To City:
With Copy To:
Attention: Terry M. Lovell, Esq.
City of Miami
Department of Housing and
Community Development
444 S.W. 2nd Avenue, 9th Floor
Miami, FL 33130-1910
Attn: Victor T. Turner, Director
Goerge K. Wysong III
City Attorney
City of Miami
444 S.W. 2nd Avenue, 9th Floor
Miami, FL 33130-1910
(10) Fines. Upon the occurrence of a violation of any provision of this Regulatory
Agreement, and regardless of the nature of the violation, the City will assess a flat
monthly fine in the amount of Fifty and 00/100 Dollars ($50.00) per HOME -Assisted
Unit that is the subject of such violation up to a maximum of Five Thousand and 00/100
Dollars ($5,000.00) per month, for each month the violation is not corrected, and pay
same over to the City. The remedy for violation provided in this section of this
Regulatory Agreement is cumulative with any and all remedies at law or in equity
provided in the event of a default under this Regulatory Agreement and/or the Loan
Documents.
(11) Tenant Notice. Borrower agrees during the term of this Regulatory Agreement, to
furnish each tenant of a HOME -Assisted Unit, at the execution or renewal of any lease
or upon initial occupancy, if there is no lease, with a written notice in the following
form:
The rent charged for your apartment and the services included
in that rent are subject to a Rent Regulatory Agreement
between the landlord and the City of Miami, for the term of the
Affordability Period. A copy of the Rent Regulatory Agreement
will be made available by the landlord to each tenant upon
request.
If there is no lease for a HOME -Assisted Unit, Borrower shall maintain a file
copy of such notice delivered to the tenant, with a signed acknowledgement of receipt
by the tenant. All such notices to tenants will be made available for inspection upon
request by the City.
(12) No Conflict with Loan Documents. The provisions of this Regulatory Agreement
are in addition to, and do not amend, alter, modify, or supersede in any respect, the
provisions of the mortgage and/or any of the other Loan Documents executed in
connection with the Loan.
Page 5 of 10
(13) Partial Invalidity. The invalidity of any paragraph or provision of this Regulatory
Agreement shall not affect the validity of the remaining paragraphs and provisions
hereof.
(14) Term. This Regulatory Agreement shall be effective until the Expiration of the
Affordability Period. On the expiration of such period, this Regulatory Agreement shall
immediately lapse and be of no further force and effect without the necessity of any
other written document or instrument. Notwithstanding the foregoing, upon such
Expiration, the Borrower shall be permitted to prepare and record an instrument
evidencing the expiration of and other termination of this Regulatory Agreement in the
Public Records of Miami -Dade County, Florida.
(15) Definitions. All capitalized terms used herein and not otherwise defined shall have
the meanings provided in the Regulation and/or in the Loan Documents.
(16) Exclusion of Commercial Spaces. Notwithstanding anything to the contrary in this
Regulatory Agreement or in the Loan Agreement, it is expressly understood and agreed
that the Regulation and all other terms, conditions, restrictions, and requirements of
this Regulatory Agreement shall exclude, and shall not apply to, or otherwise restrict
or affect, the operation, maintenance, leasing, improvement, base rent and other
additional rent determination and collection, and all other aspects of the Borrower's
management, leasing, and ownership of all or any portion of the commercial and retail
spaces located in the Project, if applicable.
(17) Severability. Invalidation of one of the provisions of this Regulatory Agreement
by judgment of Court shall not affect any of the other provisions of this Regulatory
Agreement, which shall remain in full force and effect.
(18) Recordation. This Regulatory Agreement shall be filed of record among the
Public Records of Miami -Dade County, Florida, at the sole cost and expense of the
Borrower.
(19) Governing Law and Venue. This Regulatory 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
Regulatory 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.
(20) Attorney's Fees. In the event litigation, arbitration, or mediation, between
the parties hereto, arises out of the terms of this Regulatory 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.
(21) Counterparts and Electronic Signatures. This Regulatory 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 Regulatory Agreement. The parties hereto shall be entitled to
Page 6 of 10
sign and transmit an electronic signature of this Regulatory Agreement
(whether by facsimile, PDF or other email transmission), which signature shall
be binding on the party whose name is contained therein. Any party hereto
providing an electronic signature agrees to promptly execute and deliver to the
other parties an original signed Regulatory Agreement upon request.
[Signature Page Follows]
Remainder of page intentionally left blank
Page 7 of 10
MIAMI 13581594.2 100051/300159
THIS REGULATORY AGREEMENT has been executed and delivered as of the day and
year first above written.
WITNESSES:
Print Name- Gabriella Carter
Address: By: 2901 MANAGER LLC, a Florida limited
l �61�fY11 � � f liability company, its Manager
BORROWER:
2901 WYNWOOD, LLC, a Florida limited
liability company
Print Name odrigo avls.
Address: i 461-'7 C 2-hd I
STATE OF FLORIDA
):SS
COUNTY OF MIAMI-DADE )
By:
Name`: Oliver L. Gross
Title: President
The foregoing instrument was sworn to and subscribed before me by means of Mphysical presence
or [ ] online notarization this day of June, 2026, by Oliver L. Gross, President of 2901 Manager
LLC, a Florida limited liability company, the Manager of 2901 Wynwood, L , a Florida limited
liability company, on behalf of the limited liability companies. He is pers•, ally known to me or
as produced identification.
ry Public, Sta e of Florida
Print Name: NATACHA DESAMOURS
Commission No.: HH377970
My Commission Expires:
ATTEST:
City LD D(a4 Date::
Approved by Housing and Community
Development Department:
Victor T. Turner
Director
APPROVED AS TO FORM
AND CORRECTNESS:
George K. Wysong HI
City Attorney 0.4) 1
CITY:
CITY OF MIAMI, a municipal corporation
of the State of Florida
By:
James R
City M
Page 9of10
Exhibit A
Legal Description Of The Property
Lessee's interest in that certain Amended and Restated Ground Lease Agreement by and between
New Urban Development LLC, a Florida limited liability company, Lessor, and 2901 Wynwood,
LLC, a Florida limited liability company, Lessee, dated of even date herewith, as memorialized by
that certain Memorandum of Ground Lease recorded herewith in the Public Records of Miami -
Dade County, Florida, demising the following described Land:
All of Lots 13, 14, 15, & 16, of BLOCK 3, OF AMENDED PLAT OF ST JAMES PARK,
ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 4, PAGE 41, OF
THE PUBLIC RECORDS OF MIAMI-DADE COUNTY, FLORIDA
LESS AND EXCEPT THAT PORTION OF LOT 13 CONVEYED TO CITY OF MIAMI BY
RIGHT-OF-WAY DEED RECORDED IN OFFICIAL RECORDS BOOK 33382, PAGE 4103.
Page 10 of 10
EXHIBIT "I"
SIGNAGE REQUIREMENTS
Building
Better
Neighborhoods
Mayor Eileen Higgins
NAME OF PROJECT
SECOND LINE
THIRD LINE
Eileen Higgins
Mayor
Miguel Angel Gabela
District 1
Damian Pardo
District 2
Rolando Escalona
District 3
Ralph "Rafael" Rosado
District 4
Christine King
District 5
James Reyes
City Manager
Project Construction Cost:
$1,234,567
City Contribution:
$1,234,567
www.miami.gov
(305) 416-2080
EQUAL HOUSING
OPPORTUNITY
ecIAENT OphO
°�*IIIIII1*CCi
IIIIIIII QeV;
9egN DES\
This Project is located in District X
represented by
City of Miami Commissioner
Commissioner XX
EXHIBIT "J"
ADDITIONAL INSURANCE REQUIREMENTS
EXHIBIT J-1
INSURANCE REQUIREMENTS FOR A CERTIFICATE OF INSURANCE -
CONSTRUCTION REQUIREMENTS — HOME LOAN AGREEMENTS FOR
VIEW 29
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
Explosion, Collapse and Underground Hazard
Primary Insurance Clause Endorsement
Extended Completed Operations Endorsement proving 3 years
coverage extension following project completion, including City as
additional insured
Including Crane and Rigging Liability, as applicable
II. 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 included as an additional insured
III. 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
Each Occurrence $5,000,000
Aggregate $5,000,000
City of Miami listed as an additional Insured.
Coverage is excess follow form over all liability polices contained herein.
V. Professional Liability/Errors & Omissions
Any licensed design professional work such as that provided by architects,
engineers, construction consultants, etc., shall maintain professional liability
insurance:
Each Claim
Policy Aggregate
$2,000,000
$2,000,000
If claims made, retro Date applies prior to contract inception.
Coverage is to be maintained and applicable for a minimum of 3 years following
contract completion.
VI. Payment and Performance Bond $TBD
City listed as Obligee
VII. Builders' Risk
Causes of Loss: All Risk -Specific Coverage Project Location
Valuation: Replacement Cost Total Cost of Renovation
Deductible: $250,000 All other Perils
$1,000,000 Water Damager
5% Maximum on Wind/Hail, Earth Movement and Flood
A. Coverage Extensions:
City of Miami listed as loss payee
Including Storage and transport of materials, equipment, supplies of any kind to be
used on or incidental to the project.
Equipment Breakdown for testing of all mechanized, pressurized, or electrical
equipment.
VIII. Safety/claims and deductibles
Safety and loss control shall be always exercised by the Contractor for the protection of all persons,
employees, and property. Any hazardous conditions must be promptly identified, reported, and
action taken to mitigate as soon as possible.
Notice of claims/accidents/incidents associated with this agreement shall be reported to the
Contractor's insurance company and to the City's Risk Management department as soon as
practical.
The Contractor has the sole responsibility for all insurance premiums and shall be fully and solely
responsible for any costs or expenses as a result of a coverage deductible, co-insurance penalty, or
self -insured retention; including any loss not covered because of the operation of such deductible,
co-insurance penalty, self -insured retention, or coverage exclusion or limitation.
The above policies shall provide the City of Miami with written notice of cancellation or
material change from the insurer in accordance to policy provisions.
Companies authorized to do business in the State of Florida, with the following qualifications,
shall issue all insurance 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 A.M.
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 J-2
INSURANCE REQUIREMENTS FOR A CERTIFICATE OF INSURANCE —
HOME LOAN AGREEMENT FOR VIEW 29
I. Commercial General Liability
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
Endorsements Required
City of Miami listed as an additional insured
Contingent and Contractual Liability
Premises and Operations Liability
Primary Insurance Clause Endorsement
II. Business Automobile Liability
Limits of Liability
Bodily Injury and Property Damage Liability
Combined Single Limit
Any Auto
Including Hired, Borrowed or Non -Owned Autos
Any One Accident $ 300,000
Endorsements Required
City of Miami included as an additional insured
III. Worker's Compensation
Limits of Liability
Statutory -State of Florida
Waiver of subrogation
Employer's Liability
B. 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
$500,000 for bodily injury caused by disease, policy limit
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 insurance 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
A.M. 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"
ANTI -HUMAN TRAFFICKING AFFIDAVIT
1. The undersigned affirms, certifies, attests, and stipulates as follows:
a. The entity/individual is a nongovernmental entity authorized to transact business
in the State of Florida (hereinafter, "nongovernmental entity").
b. The nongovernmental entity is either executing, renewing, or extending a contract
(including, but not limited to, any amendments, as applicable) with the City of
Miami ("City") or one of its agencies, authorities, boards, trusts, or other City
entity which constitutes a governmental entity as defined in Section 287.138(1),
Florida Statutes (2025).
c. The nongovernmental entity is not in violation of Section 787.06, Florida Statutes
(2025), titled "Human Trafficking."
d. The nongovernmental entity does not use "coercion" for labor or services as
defined in Section 787.06, Florida Statutes (2025).
2. Under penalties of perjury, pursuant to Section 92.525, Florida Statutes, I declare the
following:
a. I have read and understand the foregoing Anti -Human Trafficking Affidavit and
that the facts, statements and representations provided in Section 1 are true and
correct.
b. I am an officer, a representative, or individual of the nongovernmental entity
authorized to execute this Anti -Human Trafficking Affidavit.
FURTHER AFFIANT SAYETH NAUGHT.
Nongovernmental Entit /Individual: 2901 Wynwo•:, . LC, a Florida limited liability company
Name: Oliver L. Gr ss ,i Title: Presidy't .f 901 anager LLC, the manager of 2901
Wynwood, LLC
Signature:
Office Address. ' 9999 NE 2nd Aven i'e . ite 314, Miami Shores, FL 33138
Email Address: Oliverg@nudllc.org Main ' hone Number: (645) 233-3900
SCHEDULE A
PERMITTED SENIOR FINANCING
1. Permanent bonds from the Housing Finance Authority of Miami Dade County, Florida
("Issuer"), in the original principal amount of [$27,800,000.00] evidenced by a Promissory
Note and secured by a Leasehold Mortgage, Assignment of Rents, Security Agreement and
Fixture Filing from Borrower in favor of the Issuer and assigned to The Bank of New York
Mellon Trust Company, N.A., as trustee (the "Trustee") and any other related security
documents from Mortgagor in favor of the Issuer.
2. The notes issued by the Borrower in the original principal amount of [$8,200,000.00],
evidenced by a Promissory Note and secured by Leasehold Mortgage, Assignment of
Rents, Security Agreement and Fixture Filing and any other related security documents
from Borrower in favor of the Trustee.
3. Miami -Dade County Surtax funds in the original principal amount of [$5,780,000] and
Development Inflation Adjustment Fund funds in the original principal amount of
[$1,000,000] for a total original principal amount of [$6;780,000], evidenced by two
Promissory Notes and secured by a Leasehold Mortgage and Security Agreement and
Assignment of Leases, Rents and Profits and any other related security documents from
Mortgagor in favor of the Miami -Dade County.
4. American Rescue Plan Act of 2021 funds from the City in the amount of [$2,750,00 1
evidenced by a Promissory Note and secured by a Leasehold Mortgage and Security
Agreement and any other related security documents both from Maker in favor of the City.