Agenda 11/09/2021 Item #16D10 (Amended & Restated Lease Agreement w/MHP Bembridge, LLC)11/09/2021
EXECUTIVE SUMMARY
Recommendation to approve an Amended and Restated Lease Agreement with MHP Bembridge,
LLC and the associated Ground Lease Non-Disturbance, Attornment and Estoppel Agreement with
the Florida Housing Finance Corporation, on County-owned property located within the
Bembridge PUD and authorize the necessary Budget Amendment. (Fiscal Impact $10)
OBJECTIVE: To provide affordable housing to the residents of Collier County.
CONSIDERATIONS: The County executed a Long-Term Ground Lease (Ground Lease) with
McDowell Housing Partners, LLC (McDowell) for the Bembridge parcel on August 13, 2019, which was
ratified by the Board of County Commissioners (Board) on September 10, 2019.
On September 16, 2019, in accordance with Section 15 of the Ground Lease, McDowell executed an
Assignment of Lease with MHP Bembridge, LLC, a single purpose entity, created as a requirement for
Florida Housing Finance Corporation (FHFC) Funding.
On October 22, 2019, the Board approved a developer agreement with McDowell Housing Partners, LLC
for Invitation to Negotiate No. 19-7556 “Bembridge PUD Affordable Housing Land Development”.
MHP Bembridge, LLC has since secured Community Development Block Grant - Disaster Recovery
(CDBG-DR) funds from FHFC which will leverage tax-exempt bonds and four percent (4%) Low-
Income Housing Tax Credit (LIHTC) equity to provide the primary financing for the project.
MHP Bembridge, LLC anticipates a mid-December 2021 closing on the FHFC financing and has
requested an amendment to the Ground Lease to address changes including, but not limited to, modifying
the legal description to remove approximately 1.33 acres reserved for Collier County Master Pump
Station #313. The lender is requiring the changes.
Other notable changes include identification of liens and encumbrances as required by the financing to
properly secure collateral against the project, addition of default notice and right to cure for each
Leasehold Mortgagee and Investor for the same, and agreement that the County will not exercise its
surface rights to explore for or extract any petroleum, phosphates, minerals or metals on or about the
premises during the term of the Ground Lease.
Also proposed is a Ground Lease Non-Disturbance, Attornment and Estoppel Agreement that allows
FHFC to act to cure a default of the Ground Lease in the event MHP Bembridge, LLC fails to perform.
The Agreement ensures that FHFC can adequately protect its collateral and benefits the County.
FISCAL IMPACT: A Budget Amendment is necessary to recognize the annual lease payment of $10
that MHP Bembridge, LLC. shall pay to the County per year, to be deposited into the Affordable Housing
Trust Fund (116), Project 50137.
GROWTH MANAGEMENT IMPACT: Approval of this item will allow for MHP Bembridge, LLC. to
move forward with the development of affordable rental units on the site and assist Collier County in
meeting the goal of the Housing Element of the Comprehensive Growth Management Plan.
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires a simple
majority vote for Board action. -JAB
16.D.10
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11/09/2021
RECOMMENDATION: To approve an Amended and Restated Lease Agreement with MHP
Bembridge, LLC and the associated Ground Lease Non-Disturbance, Attornment and Estoppel
Agreement with the Florida Housing Finance Corporation, on County-owned property located within the
Bembridge PUD and authorize the necessary Budget Amendment. (Fiscal Impact $10)
Prepared By: Jacob LaRow, Housing, Grant Development, and Operations Manager, Community and
Human Services Division
ATTACHMENT(S)
1. Assignment of Lease - Collier County Ground Lease - Bembridge - 4820-1417-0530 v 2 (PDF)
2. Ground Lease Non-Distrubance Attornment and Estoppel Agreement (PDF)
3. Bembridge Amended and Restated Ground Lease (PDF)
4. Lease Comparison - Original to Amended (DOCX)
16.D.10
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11/09/2021
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.10
Doc ID: 17865
Item Summary: Recommendation to approve an Amended and Restated Lease Agreement with
MHP Bembridge, LLC and the associated Ground Lease Non-Disturbance, Attornment and Estoppel
Agreement with the Florida Housing Finance Corporation, on County-owned property located within the
Bembridge PUD and authorize the necessary Budget Amendment.
Meeting Date: 11/09/2021
Prepared by:
Title: – Community & Human Services
Name: Jacob LaRow
09/22/2021 9:09 AM
Submitted by:
Title: Manager - Federal/State Grants Operation – Community & Human Services
Name: Kristi Sonntag
09/22/2021 9:09 AM
Approved By:
Review:
Operations & Veteran Services Todd Henry Additional Reviewer Skipped 09/22/2021 2:14 PM
Community & Human Services Blanca Aquino Luque Additional Reviewer Completed 09/28/2021 2:55 PM
Operations & Veteran Services Jeff Newman Additional Reviewer Completed 09/29/2021 9:31 AM
Community & Human Services Kristi Sonntag CHS Review Completed 09/29/2021 9:53 AM
Community & Human Services Maggie Lopez Additional Reviewer Completed 09/29/2021 9:58 AM
Community & Human Services Jacob LaRow Additional Reviewer Completed 09/30/2021 10:48 AM
Public Services Department Todd Henry Public Services Department Completed 09/30/2021 12:05 PM
Operations & Veteran Services Todd Henry Additional Reviewer Skipped 09/22/2021 2:13 PM
Public Services Department Dan Rodriguez PSD Department Head Completed 10/07/2021 12:35 PM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 11/02/2021 8:30 AM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 11/02/2021 8:38 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 11/02/2021 9:34 AM
Growth Management Operations Support Christopher Johnson Additional Reviewer Completed 11/02/2021 10:57 AM
County Manager's Office Amy Patterson Level 4 County Manager Review Completed 11/03/2021 3:44 PM
Board of County Commissioners Geoffrey Willig Meeting Pending 11/09/2021 9:00 AM
16.D.10
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Assignment of Lease (Collier County) – Bembridge
4820-1417-0530
059397/00002 JC28
09/16/2019
ASSIGNMENT OF LEASE
The parties to this Agreement are: McDOWELL HOUSING PARTNERS, LLC, a
Delaware limited liability company (hereinafter the "Assignor") and MHP BEMBRIDGE, LLC, a Florida limited liability company, (hereinafter the "Assignee").
RECITALS:
A.Assignor entered into a Ground Lease Agreement with Collier County, a politicalsubdivision of the State of Florida (the “Lessor”), effective __________, 2019, for the lease of certain premises (hereinafter the "Premises") in Collier County, Florida, as subsequently amended (hereinafter the "Lease").
B.Assignor desires by this Agreement to assign all of its rights, title, and interest inand to the Lease to Assignee subject to the terms of the Lease and this Agreement.
TERMS:
In consideration of the mutual agreements herein contained, the parties hereby agree as follows:
1.Assignor assigns to Assignee all of its rights, title and interest in the Lease as of____________, 2019 (hereinafter the "Effective Date") and it is expressly understood and agreed between the parties that said Assignment is conditioned upon the terms hereof.
2.Assignee hereby assumes and agrees to be bound by and perform all covenants,conditions, obligations, and duties of Assignor under the Lease from and after the Effective Date, and Assignor shall be relieved of any such performance thereunder as a result of this Agreement.
3.Assignor represents and covenants that the Lease is in full force and effect, thatAssignor's interest therein is free and clear of all encumbrances, and that Assignor has fully performed all covenants and obligations under the Lease and has not done or permitted any acts in violation of the covenants contained in the Lease.
4.Assignee agrees and covenants that Assignor shall have access to the Premises andshall have the right to perform any work required of Assignor, including as developer, under the Developer Agreement. Further, Assignee covenants and agrees that it recognizes the rights of Lessor under the Developer Agreement and the Lease to enforce all remedies available to Lessor under the Developer Agreement and the Lease (including offsets against Rent, as such term is defined in the Lease) for a Developer default under the Developer Agreement.
5.Assignee agrees that it has inspected the Premises and hereby agrees to take thePremises in the condition existing upon the Effective Date.
7.Nothing in this Agreement shall be deemed to waive or modify any of theprovisions of the Lease.
8.The provisions of this Agreement shall bind and inure to the benefit of the,successors and assigns of the parties hereto.
9.This Agreement may be executed in several counterparts, each of which shall bedeemed an original, but all of which together shall constitute one and the same Agreement.
August 13
September 16,
16.D.10.a
Packet Pg. 1102 Attachment: Assignment of Lease - Collier County Ground Lease - Bembridge - 4820-1417-0530 v 2 (17865 : Amended and Restated Lease -
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Assignment of Lease (Collier County) – Bembridge
4820-1417-0530
059397/00002 JC28
09/16/2019
10.Facsimile of electronic signatures shall be deemed originals for all purposes andshall be binding on each party.
11.Assignee shall indemnity and hold Assignor harmless for any matters occurringafter the Effective Date against all claims, inquiry, damages, less and liability, cost and expenses (including attorney’s fees, costs and expenses) of any and every kind to any person or property by reason of (i) construction, (ii) operation and maintenance of the Premises, or (iii) any other matter arising in connection with the Lease, Assignor or the development of the Premises. Assignor shall not be entitled to be indemnified against matters which are solely attributable to the Assignor’s actions.
[Signatures contained on page 3]
16.D.10.a
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Assignment of Lease (Collier County) – Bembridge
4820-1417-0530
059397/00002 JC28
09/16/2019
This Agreement has been entered into by the parties this ___ day of _______, 2019. 16th September
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Packet Pg. 1104 Attachment: Assignment of Lease - Collier County Ground Lease - Bembridge - 4820-1417-0530 v 2 (17865 : Amended and Restated Lease -
16.D.10.cPacket Pg. 1105Attachment: Ground Lease Non-Distrubance Attornment and Estoppel Agreement (17865 : Amended and Restated Lease - Bembridge PUD)
16.D.10.cPacket Pg. 1106Attachment: Ground Lease Non-Distrubance Attornment and Estoppel Agreement (17865 : Amended and Restated Lease - Bembridge PUD)
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16.D.10.cPacket Pg. 1116Attachment: Ground Lease Non-Distrubance Attornment and Estoppel Agreement (17865 : Amended and Restated Lease - Bembridge PUD)
16.D.10.dPacket Pg. 1117Attachment: Bembridge Amended and Restated Ground Lease (17865 : Amended and Restated Lease - Bembridge PUD)
16.D.10.dPacket Pg. 1118Attachment: Bembridge Amended and Restated Ground Lease (17865 : Amended and Restated Lease - Bembridge PUD)
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AMENDED AND RESTATED COLLIER COUNTY STANDARD FORM
LONG-TERM GROUND LEASE
This Amended and Restated Collier County Standard Form Long-Term Ground Lease
(the “Ground Lease”) is entered into this _________ day of _______________________,
20____,2021, by and between McDowell Housing Partners, LLC, a Delaware limited liability
company (“Lessee”) registered to conduct business in Collier County, Florida and Collier County,
a political subdivision of the State of Florida (“, (the “Lessor”) (collectively,” or “Landlord”), and
MHP Bembridge, LLC, a Florida limited liability company, as successor to McDowell (as defined
hereunder) pursuant to that certain Assignment (as defined hereunder), as reflected in Recital B
below (the “Lessee”). The Lessor and Lessee aremay hereinafter be referred to each individually
as a “Party” and collectively as the “Parties”).”.
RECITALS:
WHEREAS, the Lessor is the owner of certain real property identified as Parcel Number
00400246406 by the Collier County Property Appraiser located in the Collier County, Florida
34104 (“Premises”);
WHEREAS, on February 6, 2019, Collier County issued an Invitation to Negotiate (ITN)
#19-7556 “Bembridge PUD Affordableand McDowell Housing Land Development.”
A. WHEREAS, LesseePartners, LLC, a duly organizedDelaware limited liability
corporation, has been awarded Invitation to Negotiate and has requested that the Board of County Commissioners
entercompany (“McDowell”) entered into a 99- year lease of the Premises; andthat certain Collier County
Standard Form Long-Term Ground Lease, effective August 13, 2019 (the “Initial Ground Lease”).
WHEREAS, it is the Board’s finding that it is in the public interest to lease this property
to Lessee on the terms and conditions set forth below.
B. McDowell assigned all of its rights, title, and interest in the Initial Ground Lease to
the Lessee pursuant to that certain Assignment of Lease effective September 16, 2019 (the
“Assignment”).
C. The Parties desire to amend and restate the Initial Ground Lease as hereinafter
provided.
W I T N E S S E T H:
NOW, THEREFORE, in consideration of Ten Dollars ($10.00) and other good and
valuable consideration exchanged amongst the Parties, and in consideration of the covenants
contained herein, the Parties hereby enter into the Ground Lease on the following terms and
conditions:
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1. Conveyance. On the terms and conditions set forth in the Ground Lease, and in
consideration of Lessee’s performance under the Ground Lease, the Lessor conveys to the Lessee
the present possessory interest in the Leased Land described below.
2. Description of Leased Land. The Premisespremises which leased to Lessee
pursuant to the Ground Lease is located within the Bembridge Emergency Services Complex
CFPUD and RPUD No. 05-46, as amended, Collier County, Florida, with a legal description set
forth in Exhibit A, hereinafter referred to as “Leased Land” or “Premises.”
3. Conditions to Conveyance. Lessee warrants and represents to Lessor that it has
examined the title and boundaries of the Leased Land. Accordingly, this conveyance is subject to
all of the following:
a. Any and all conditions, restrictions, encumbrances and limitations now
recorded against the Leased Land;
b. Any and all existing zoning laws or ordinances; and
c. Lessee’s satisfactory performance of all terms and conditions of the Ground
Lease.
4. Use of Leased Land. The purpose of the Ground Lease is for Lessee to provide
affordable housing which use the Board of County Commissioners has found to be in the public’s
interest. Accordingly, Lessee shall utilizekeep the Leased Land in strict accordance withPremises
affordable by leasing the Lessee’s Responseaffordable housing units to Invitation to Negotiation
19-7556, as summarized in Exhibit B. individuals at 80% AMI or less. In the event Lessee shall
cease to use the Premises after completion of the Project for the purposes described in 2 and 3 of
Exhibit B, and such cessation of use shall continue for a period of one (1) year, the Ground Lease,
at the option of the Lessor, upon thirty (30) days written notice to the Lessee, shall be terminated
and Lessee shall surrender and vacate the Premises to the Lessor within thirty (30) days after notice
of such termination. Provided, however, said sixty (60) dayone (1) year period shall be tolled if
such cessation is caused by events beyond the control of the Lessee such as acts of God or if such
cessation is due to closing for reconstruction or repairs to the Building, as defined in Exhibit B.
5. Improvements and Modifications.
5.01. Lessee’s Obligation to Build, and Modifications to, the Building. Lessee
shall design, permit and construct in compliance with all applicable governmental
regulations, at its sole cost and expense, a Buildingbuilding and supplemental
improvements to be solely utilized for the uses described in 2 and 3 of Exhibit B. , as more
fully described by Exhibit B (the “Building” or the “Improvements”). The plans,
specifications and building design for the Lessee’sLessee's improvements to be constructed
on the Leased Land are subject to reasonable approval by Lessor. Prior to applying for any
building permit for improvements to the Leased Land, Lessee shall submit to Lessor for its
approval such plans and specifications necessary to obtain a building permit for Lessee's
intended improvements. Lessor shall have thirty (30) days after receipt of any submittal by
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Lessee to review Lessee's submittals and provide a written response as to whether the
submittal is approved as submitted, not approved as submitted, or Lessor may provide
Lessee with requested changes. If the submittal is not approved or if Lessor requests
changes, Lessee shall submit revised plans that will meet with Lessor's approval or
incorporate the requested changes into the plans. If Lessee determines not to revise its plans
then Lessee may terminate the Ground Lease. Lessee may make nonmaterial changes to
the approved plans from time to time to accommodate site issues or operating changes to
Lessee's use of the Leased Land. Material changes from the approved plans will require
Lessor's written approval, which approval shall not be unreasonably withheld. Lessor will
provide Lessee with requisite authorization to apply for permits once plans are determined
to be acceptable by Lessor. All plans shall be in conformity with Collier County standards,
Construction of the Building must commence no later than twenty-four months (24) from
the date the Lessee secures a Funding Allocation, as defined hereafter, (the "Construction
Commencement Deadline"). “Funding Allocation” is herein defined as receipt of an
invitation to credit underwriting from Florida Housing Finance Corporation ("FHFC") for
gap financing or low-income housing tax credits issued under a competitive request for
application. In the event Lessee does not commence construction of the Building by the
Construction Commencement Deadline, Lessor shall extend the Construction
Commencement Deadline if Lessee provides documentation from Project lender
(“Leasehold Mortgagee”) (as defined hereunder) and/or investor (“member(s) of the
Lessee (each an "Investor" and collectively, if applicable, the “Investors”) that construction
commencement of the Building is expected within six (6) months following the initial
Construction Commencement Deadline. If documentation is not provided by Lessee,
Lessor shall have the right to terminate the Ground Lease and neither party shall have any
further obligations to the other party. Upon commencement of construction, Lessee shall
diligently pursue said construction to completion and complete said construction on or
before thirty (30) months from commencement, subject to delays beyond the control of the
Lessee. Lessee shall be solely responsible for the costs of repairing any damage (other
than ordinary wear and tear) to Lessor's roads, water and sewer facilities or other
infrastructure located within the Leased Land resulting from construction or use by Lessee,
its agents, officers or employees. Lessee must demonstrate to Lessor acknowledges that
itLessee has sufficient funds necessary to complete secured a Funding Allocation with
respect to the Building, and and the Project and agrees that all financing contingencies set
forth herein have been satisfied and shall be of no further force or effect. Lessee shall, prior
to construction commencement, post a payment and performance bond, or like security as
required by Lessor to assure completion of the Project. Any entitlements, permits, and
easements that are necessary to construct and use the Building as set forth in Exhibit "B"
shall be pursued by Lessor. Lessor will join in or otherwise authorize Lessee to pursue such
applications. Lessor shall pursue such applications with reasonable diligence and in a
timely and commercially reasonable manner consistent with the prevailing standard of
practice applicable to handling and processing land use matters in Collier County, Florida,
In return, Lessor agrees to use is best efforts to cause the Collier County Growth
Management Division and/or Board of County Commissioners to: (1) designate the
application(s) submitted by Lessee as "Fast Track Process" and (ii) cause the applications
for amendments to the GMP and LCD to be processed concurrently with Lessee's
application to rezone the property.
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5.02. Title to Building, Project, and any Improvements; Tax Attributes and
Benefits. At all times during the Term (as defined hereunder), (i) the Building, the Project,
and any other improvements placed upon the Land by Lessee shall be owned by Lessee,
(ii) Lessee alone shall be entitled to all of the tax attributes of ownership, including, without
limitation, the right to claim depreciation or cost recovery deductions and the right to claim
the low-income housing tax credit described in Section 42 of the Internal Revenue Code of
1986, as amended, and (iii) Lessee shall have the right to amortize capital costs and to
claim any other federal or state tax benefits attributable to the Project.
6. Term of Ground Lease. The term of the Ground Lease shall commence upon its
execution (the “Effective Date”) and, unless terminated earlier by the Parties, shall terminate on
the ninety-ninth (99th) year anniversary from the Effective Date (“Term”). There is no option to
renew. If Lessee holds over after the expiration of the lease term, such tenancy shall be from
month to month under all of the terms, covenants and conditions of the Ground Lease subject,
however, to Lessor’s right to seek legal relief to eject Lessee from the Premises as a holdover.
7. Rent. The Lessee agrees to pay the Lessor the sum of $10.00 per annum, in
advance, for each year of the Term.
8. Net Lease. This is a fully net lease, with Lessee responsible for all its costs, fees
and charges concerning the Premises. Accordingly, Lessee shall promptly pay when due and prior
to any delinquency all such costs, fees, taxes, permit, trash removal services, assessments, utility
charges, impact fees and obligations of any kind that relate to the Premises. Lessee will indemnify
and hold Lessor harmless from any and all actual claims, costs and obligations arising from
Lessee’s use of the Premises other than attributable to Lessor. In case any action or proceeding is
brought against Lessor by reason of Lessee’s use of the Premises, Lessee shall pay all costs,
reasonable attorneys' fees, expenses and liabilities resulting therefrom and shall defend such action
or proceeding if Lessor shall so request other than attributable to Lessor, at Lessee’s expense, by
counsel reasonably satisfactory to Lessor. It is specifically agreed however, that Lessor may at its
own cost and expense participate in the legal defense of such claim, with legal counsel of its
choosing.
9. Liens and Mortgages.
9.01 Lessor shall not in any way encumber or lien the Premises and shall
promptly remove any and all encumbrance or liens it placed against the Premises of its
doing. All persons are put upon notice that the interest of the Lessee in the Premises shall
not be subject to liens or encumbrance made by the Lessor, except for those in favor of a
Leasehold Mortgagee.
9.02 Lessor acknowledges and agrees that it will not be possible for the Lessee
to construct the Project without obtaining a loan or loans from one or more Leasehold
Mortgagee. (as defined hereunder). Therefore, Lessor hereby covenants and agrees that its
interest in the Ground Lease, and to the extent not prohibited under the law its fee simple
interest in the Premises ("Fee Estate"), is and shall be subject to, subordinate and inferior
to any loan obtained by the Lessee for the purpose of financing the development and/or
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operation of the Project, and to the lien of each Leasehold Mortgagee (“Leasehold
Mortgage”),, assignments of rents and leases, security agreements, and other collateral,
security documents or instruments required by any Leasehold Mortgagee, and to all
renewals, extensions, modifications, consolidations, replacements and refinancings, and to
all advances made or hereafter to be made upon the security of the Leasehold
Mortgage,Mortgages (as defined hereunder), assignments of rents and leases, security
agreements, and other collateral, security documents or instruments. Lessor shall, at
Lessee's request, join, execute and/or deliver any and all Leasehold Mortgages,
assignments of rents and leases, security agreements, and other collateral, security
documents or instruments as may be required by such lender or lenders in order to subject
and subordinate the Lessor's interest in the Ground Lease (and if prohibited under the law
its Fee Estate) in the Premises to the lien of such documents or instruments, and upon
Lessee's request shall join, execute and/or deliver any and all such further ins truments or
assurances as any such lender or lenders may reasonably deem necessary to evidence or
confirm the subordination of the Ground Lease or, to the extent not prohibited under the
law, allowed the encumbrance of the Lessor's interest herein and the Lessor's ownership
interest in the Fee Estate and the Premises to the lien of any such Leasehold Mortgage,
assignments of rents and leases, security agreements, and other collateral, security
documents or instruments. Except as otherwise expressly provided in this Ground Lease,
at no time shall Lessee’s leasehold estate, or Lessee’s interest in this Ground Lease, be
subordinated in any manner to the interest of any mortgagee with a security interest in the
Fee Estate. Provided, however, and notwithstanding anything contained herein to the
contrary, Lessor shall not be required to suffer, incur, accept or assume any personal
liability for any such financing, loans or indebtedness, or any costs or expenses thereof, or
any other indebtedness or liability of Lessee thereunder, and any Leasehold Mortgage,
assignments of rents and leases, security agreements, and other collateral, security
documents or instruments of any nature whatsoever which the Lessor may be called upon
to join, execute and/or deliver under and pursuant to this section shall expressly exculpate
Lessor from and against any and all such personal liability. Lessee may, without Lessor's
consent, assign or mortgage the Ground Lease (including any options it contains) to any
Leasehold Mortgagee under a Leasehold Mortgage. A Leasehold Mortgagee (and anyone
whose title derives from a Leasehold Mortgagee) may, without Lessor's consent, hold a
foreclosure sale or exercise the power of sale, take title to the Ground Lease, and transfer
or assign the Ground Lease, either in its own name or through a nominee.
9.03 LienLiens and Encumbrance. Encumbrances. Lessee may encumber or lien
the Ground Lease, and to the extent not prohibited under the law the Fee Estate, with any
encumbrance, inchoate lien for taxes or municipal obligations, utility and access
easements, affordability covenants, restrictions required by (including that certain (i) Land
Use Restriction Agreement to be executed by Lessee, FHFC and U.S. Bank National
Association (the “Trustee”) in connection with the issuance by FHFC of those certain
multifamily mortgage revenue bonds in the approximate principal amount of $11,500,000
(the “Bonds”), and (ii) Land Use Restriction Agreement to be executed by Lessee and
FHFC in connection with the issuance by FHFC of that certain Community Development
Block Grant-Disaster Recovery Program loan to Lessee in the approximate principal
amount of $7,800,000 (the “CDBG Loan”)), restrictions required by Section 142 and
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Section 42 of the Internal Revenue Code, other encumbrances incurred in the ordinary
course of business of the Lessee and other matters set forth in policy for title insurance
insuring the Lessee's interest in the Ground Lease (“(each a "Permitted Encumbrance”). "
and collectively the “Permitted Encumbrances”). Lessor shall, to the extendextent not
prohibitprohibited by law, at Lessee's request, permit the Fee Estate to be encumbered by
affordability covenants, including, but not limited to, restrictions required by Section 142
and Section 42 of the Internal Revenue Code, and upon Lessee's request shall join, execute
and/or deliver any and all such further instruments or assurances reasonably deem
necessary to evidence or confirm the encumbrance on the Fee Estate. Subject to receipt of
prior written approval from Lessor, Lessee shall have the right at any time and from time
to time, to grant one or more mortgages of its interest in the Ground Lease to lenders (each,
a “Leasehold Mortgagee” and, collectively, the “Leasehold Mortgagees”) and, in
connection therewith, and also with prior written approval from Lessor, may collaterally
assign this Ground Lease and all of Lessee’s rights hereunder to such Leasehold Mortgagee
(any such mortgage so granted by Lessee with the consent of Lessor hereinafter referred to
individually as a "Leasehold Mortgage" and collectively as the “Leasehold Mortgages”),
any and all of which shall be considered a Permitted Encumbrance. Landlord hereby
consents to and acknowledges that the following is a permitted Leasehold Mortgage: a
[Mortgage, Assignment of Leases and Rents, Assignment of Contracts, Security
Agreement, and Fixture Filing] (the “Bond Loan Mortgage”) in favor of Florida Housing
Finance Corporation to secure a loan in the amount not to exceed $11,500,000.00 (the
“Bond Loan”). In addition, Lessor consents to the assignment of the Bond Loan Mortgage
to [___________________], as trustee for the benefit of KeyBank National Association, a
national banking association, as the initial bond purchaser and the amendment and
restatement of the Bond Loan Mortgage in connection with the conversion of the Bond
Loan to a permanent loan. For purposes of this Ground Lease, (i) FHFC and the Trustee
shall each be a “Leasehold Mortgagee” in connection with the Bond Loan (which shall also
be a “Leasehold Mortgage”) to secure the loan made to Lessee with the proceeds of the
Bonds, and (ii) FHFC shall be a “Leasehold Mortgagee” in connection with the mortgage
given by Lessee (which shall also be a “Leasehold Mortgage”) to secure the CDBG Loan.
9.04 Rights of Leasehold Mortgagee. Upon
a. Lessor agrees to execute any additional documents or further assurances
as may be reasonably requested by any Leasehold Mortgagee in
connection with any Leasehold Mortgage permitted by this section, but
shall never be required to execute any mortgage or note to Leasehold
Mortgagee or to subordinate Lessor’s fee interest in the Premises or any
portion thereof to the lien of any Leasehold Mortgagee.
b. The Ground Lease may not be amended, modified, canceled or
terminated without the consent of the Investor and Leasehold
Mortgagees, and any such amendment, modification, cancellation or
termination of the Ground Lease without the prior written consent of
Investor and Leasehold Mortgagees (or their respective successors and
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assigns) will not be binding on the Investor or Leasehold Mortgagees
and their respective successors and assigns.
c. Any transfer of the Lessee’s interest in the Building or P roject to the
Investor or any Leasehold Mortgagee by foreclosure or assignmentdeed
in lieu of foreclosure shall be permitted without the consent of the
Lessor, and transfers of any membership interest in the Lessee to the
Investor or an affiliate of the Investor shall be permitted without the
consent of the Lessor.
a.d. Following the Investor or any Leasehold Estate, pursuant to the terms
of the applicable Leasehold Mortgage, the most seniorMortgagee’s
acquisition of title to the leasehold estate by foreclosure or deed in lieu
of foreclosure: (i) The Investor or Leasehold Mortgagee and its
successors and assigns shall have the right to acquire the Ground Lease
in its own name or the name of a nominee without consent or approval
of Lessor. In the event that Lessee’s interest hereunder is acquired by a
Leasehold Mortgagee, or its nominee or designee, then such Leasehold
Mortgagee, or its nominee or designee, shall also have the right to
further assign or sublet the Leasehold Estate hereundertransfer the
Ground Lease to a third party without the consent or approval of
Lessorof the Lessor; and (ii) all rights of Lessee under the Ground Lease
(insofar as they relate to the Ground Lease) may be exercised by or on
behalf of the Investor or Leasehold Mortgagees and their respective
successors and assigns.
9.05 Non-Merger. The Ground Lease shall not terminate as to theany Leasehold
Mortgage because of any conveyance of leasehold interest in the Ground Lease to Lessor
or of the Lessor’s interest hereunder to the Lessee. Accordingly, if this Lease and the Fee
Estate in the Premises are commonly held, then they shall remain separate and distinct
estates. They shall not merge without the express written consent byof all Leasehold
Mortgagees.
9.06 Leasehold Mortgagee and Investor Default Notice and Right to Cure.
a. Notice. Lessor shall give the Investor and each Leasehold Mortgagee a
contemporaneous duplicate copy of all notices of a Default by Lessee
or other notices that Lessor may give to or serve in writing upon Lessor
pursuant to the terms of the Lease. The addresses of the Investor and
Leasehold Mortgagees may be changed upon written notice delivered to
Landlord in the manner specified in Section 21 hereof. No such notice
of a Default by Lessee from the Lessor to the Investor and/or Leasehold
Mortgagee or any termination of any Leasehold Mortgage in connection
with such notice of a Default by Lessee shall be effective unless a copy
of such notice has been delivered to the Investor and each Leasehold
Mortgagee.
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b. Right to Cure. Upon receiving notice pursuant to the terms of the
Ground Lease, the Investor or any Leasehold Mortgagee, at its option at
any time prior to or within ninety (90) days following expiration of any
cure period or longer time period set forth in the notice, may pay any
amount, or do any act or thing required of Lessee by the terms of this
Ground Lease. Lessor shall accept all payments made and all acts
performed by the Investor or Leasehold Mortgagee prior to or within
such ninety (90) day period (or such longer period set forth in the notice)
to the same extent as if they had been paid or performed by Lessee.
Provided, however, that if any Leasehold Mortgagee or the Investor
elects to cure Lessee’s default, notice of such intent to cure must be
given to Lessor before the expiration of such ninety (90) day period (or
such longer period set forth in the notice) after receipt of such notice.
i. If such breach or default cannot reasonably be cured within the
ninety (90) day period and the Investor or Leasehold Mortgagee
shall have commenced to cure such default within the specified
time prior, and thereafter diligently and expeditiously proceeds
to cure the same, the ninety (90) day period shall be extended
for so long as it shall require the Investor or Leasehold
Mortgagee in the exercise of due diligence to cure such default.
ii. If before the expiration of ninety (90) days from the date of
service of notice of termination upon Investor or Leasehold
Mortgagee, Investor or Leasehold Mortgagee shall have notified
Lessor of its desire to nullify such notice and shall have paid to
Lessor all rent and other payments herein provided for, and then
in default, and shall have complied or shall commence the work
of complying with all of the requirements of this Ground Lease,
if any are then in default, and shall prosecute the same to
completion with reasonable diligence, then in such event Lessor
shall not be entitled to terminate this Ground Lease and any
notice of termination therefore given shall be void and of no
effect.
9.07 Leasehold Mortgagee Termination Notice and Right to Cure
a. Notice. Lessor may terminate this Ground Lease (subject to the rights
of Investor and Leasehold Mortgagees) only if, following notice to
Lessee and the expiration of the period of time given Lessee and each
Leasehold Mortgagee to cure such default, Lessor notifies the Investor
and each Leasehold Mortgagee of Lessor’s intent to so terminate at least
ninety (90) days calendar days in advance of the proposed effective date
of such termination and the Investor or Leasehold Mortgagee fails to
cure or begin a cure within such ninety (90) day period.
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b. Actions Staying Termination.
i. If during the ninety (90) calendar day notice period, Leasehold
Mortgagee takes the Termination Preventative Actions (as
defined hereunder), then Lessor shall give Leasehold Mortgagee
an additional ninety (90) calendar days to either: (i) cure the
Default by Lessee or (ii) take steps to acquire or sell Lessee’s
interest in this Ground Lease by initiating foreclosure of its
Leasehold Mortgage or other appropriate means.
ii. If during the ninety (90) calendar day notice period, the Investor
takes the Termination Preventative Actions, then Lessor shall
give the Investor an additional forty-five (45) calendar days to
initiate removal or replacement of the managing member under
Lessee’s operating documents and cause the new managing
member to cure any Default by Lessee.
iii. For the purposes of this section, the term Termination
Preventative Actions means the following actions, if taken by
the Investor or Leasehold Mortgagee:
1. Notifying Lessor of such Leasehold Mortgagee's desire to
take the Termination Preventative Actions;
2. Paying of any additional rent and other payments then due
and in arrears as specified in the notice of Default by Lessee
and payments which become due during such ninety (90)
day period; and
3. If such foreclosure is initiated in such time, Leasehold
Mortgagee shall have such additional time as is necessary to
complete the foreclosure process, commencing to comply, to
the extent reasonably possible, with any non-monetary
requirements of this Ground Lease then in default.
c. Extension of Cure Period
i. If Leasehold Mortgagee elects to take action pursuant to Section
9.06, Lessor shall refrain from terminating this Ground Lease
for a period of not more than six (6) months or such longer
period necessary for any Leasehold Mortgagee to exercise its
remedies under the applicable loan agreement executed in
connection with the loan securing the Leasehold Mortgage;
provided, however, Lessor shall refrain from terminating this
Ground Lease for so long as such Leasehold Mortgagee
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proceeds to complete steps to acquire or sell Lessee’s interest in
this Ground Lease related to the subject portion(s) of the
Premises, by foreclosure of its Leasehold Mortgage or by other
appropriate means with reasonable efforts. If at the end of said
six (6) month period, Leasehold Mortgagee shall be actively
engaged in steps to acquire or sell Lessee’s interest herein, the
time of said Leasehold Mortgagee to comply with the provisions
of this section shall be extended for such period as shall be
reasonably necessary to complete such steps with reasonable
diligence and continuity.
ii. If Investor elects to take action pursuant to Section 9.06, Lessor
shall refrain from terminating this Ground Lease for ninety (90)
additional days; provided, however, Lessor may elect, in its sole
discretion, to refrain from terminating this Ground Lease for so
long as Investor proceeds to complete steps to replace the
managing member of Lessee.
iii. Nothing in this section, however, shall be construed to extend
this Ground Lease beyond the Term.
9.08 New Lease. In the event that this Ground Lease is terminated for any reason
or in the event this Ground Lease is rejected in any bankruptcy proceeding involving Lessee,
Landlord shall, if requested by Leasehold Mortgagee, if applicable, within sixty (60) days after
the effective date of such termination, grant to the Leasehold Mortgagee a new lease on the
following terms and conditions:
a. In the event of the termination of this Lease prior to its stated
expiration date, Landlord agrees that it will enter into a new lease of the Premises
with any Leasehold Mortgagee that is an institutional lender or a wholly owned
subsidiary thereof, or, at the request of such Leasehold Mortgagee, a designee for
the remainder of the Term of this Ground Lease effective as of the date of such
termination, upon the same covenants, agreements, terms, provisions, and
limitations herein contained, provided (i) such Leasehold Mortgagee makes written
request upon Landlord for such new lease within sixty (60) days from the date
Landlord notifies such Leasehold Mortgagee of such termination and such written
request is accompanied by payment to Landlord of all amounts then due to Landlord
under this Ground Lease but for such termination, (ii) such Leasehold Mortgagee
pays or causes to be paid to Landlord at the time of the execution and delivery of
such new lease any and all sums which would at the time of the execution and
delivery thereof be due under this Lease but for such termination and pays or causes
to be paid any and all expenses, including reasonable counsel fees, court costs, and
costs and disbursements incurred by Landlord in connection with any such
termination and in connection with the execution and delivery of such new lease
and (iii) such Leasehold Mortgagee agrees to reinstate the lien and take the
Premises subject to the loan of any other Leasehold Mortgagee which held a lien
senior in priority to the lien of such Leasehold Mortgagee if such senior Leasehold
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Mortgagee had also requested a new lease and tendered the required payments(s).
The Landlord shall grant the most senior Leasehold Mortgagee that requests a new
lease the first right to the new lease.
b. Any new lease made pursuant to this Section 9.08 shall have the
same priority as this Ground Lease (except with respect to any non-electing
Leasehold Mortgagee) and shall be prior to any mortgage or any lien, charge or
encumbrance of the fee of the Premises created by Landlord, for a term of years
equal to the balance of the Term of this Lease.
c. Any permitted mortgage or deed of trust upon the Fee Estate and
any action by such mortgagee or trustee or beneficiary of such deed of trust by way
of receivership, foreclosure, exercise or power of sale, or deed in lieu thereof shall
be subject to this Lease and to the new lease to be given pursuant to this
Section 9.08 and any mortgagee or holder of such mortgage or the beneficiary and
trustee of any such deed of trust must recognize this Ground Lease and any new
lease and all rights of Lessee and each Leasehold Mortgagee hereunder and
thereunder.
d. The provisions of this Section 9.08 shall be self-operative and
require no further action by the mortgagee of any mortgage or beneficiary and
trustees of any deed of trust encumbering Landlord’s interest in the Premises, the
Building and/or the Project, but upon request by Lessee or the Leasehold Mortgagee
electing under Section 9.08(a) hereof, Landlord agrees to obtain from such
mortgagee or beneficiary and trustees an instrument duly executed and
acknowledged confirming the priority of such new lease.
9.09 No Personal Liability for Leasehold Mortgagee. No Leasehold Mortgagee
or its designee or affiliate shall have any liability under this Ground Lease for acts or omissions
taking place prior to the date it acquires record title to Lessee’s interest and becomes the Lessee
under this Ground Lease. Any liability to Landlord or Landlord’s successors and assigns shall be
limited to the value of each Leasehold Mortgagee’s or its designee’s or affiliate’s respective
interest in the leasehold estate. If a Leasehold Mortgagee or its designee or affiliate shall succeed
to the interest of the Lessee under this Ground Lease, whether as a purchaser at a foreclosure sale
or by the acceptance of a deed-in-lieu of foreclosure, such Permitted Leasehold Mortgagee,
designee or affiliate shall (a) not be liable for any act or omission of Lessee and (b) be released
from all liability prior to the date such Leasehold Mortgagee or its designee or affiliate succeeds
to the interest of Lessee, such release being automatic with no further action required by any party.
10. Lessee’s Obligation to Maintain Premises and Comply with All Lawful
Requirements. Lessee, throughout the Term of this Lease, at its own cost, and without any expense
to the Lessor, shall keep and maintain the Leased Land in good, sanitary and neat order, condition
and repair, and shall abide with all applicable lawful requirements. If the Premises are not in such
compliance in the reasonable opinion of Lessor, Lessee will be so advised in writing. If corrective
action is not begun within thirty (30) days of the receipt of such notice Lessee shall be subject to
applicable fines or penalties available under Collier County law.
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11. Quiet Enjoyment. Lessee shall be entitled to quiet enjoyment so long as Lessee is
not in default under Section 17 hereunder, on any of the terms of the Ground Lease. Accordingly,
Lessee shall have the exclusive right to use the Premises during the Term. During the Term, Lessee
may, in its sole discretion, construct, improve, alter, maintain, or renovate the Building. Any such
work may be undertaken by Lessee at any time or times during the Term hereof and no consent or
approval of Lessor shall be required unless such work consists of major alterations from plans and
specifications originally approved by Lessor as more fully provided for herein. Lessor agrees to
co-operate with Lessee in connection with the construction and agrees to execute any documents
required by governmental authorities and any lender or investor evidencing Lessee’s rights
hereunder and consenting to such work. During the Term of the Ground Lease, Lessee may erect
appropriate signage on the Leased Land and the improvements constructed by Lessee thereon.
Any such signage shall be in compliance with all applicable codes and ordinances. During the
Term of this Ground Lease, Lessor agrees not to explore for or extract any petroleum, phosphates,
minerals or metals on or about the Premises.
12. Casualty and Condemnation
a. Casualty. If the Project is destroyed, or damaged to any extent by fire or
other casualty, and Lessee shall apply any insurance proceeds ("Proceeds") to rebuild or
restore the Leased Land to substantially its condition prior to such casualty event, unless
the Lessee provides the Lessor with a written determination that rebuilding or restoring the
Leased Land to such a condition with Proceeds within a reasonable period of time is
impracticable or would not be in the best interests of the Lessee. If the Lessee elects not to
repair or replace the improvements, then Lessee or Lessor may terminate the Ground Lease
by providing notice to the other party within ninety (90) days after the occurrence of such
casualty. The termination will be effective on the ninetieth (90th) day after Lessee makes
such election, unless extended by mutual written agreement of the Parties. During the
period between the date of such casualty and the date of termination, Lessee will cease its
operations as may be necessary or appropriate. If the Ground Lease is not terminated as set
forth herein, or if the Leased Land is damaged to a less than material extent, as reasonably
determined by Lessee, Lessee will proceed with reasonable diligence, at no cost or expense
to Lessor, to rebuild and repair the Leased Land to substantially the condition as existed
prior to the casualty. The Proceeds shall be paid to Lessee, or as otherwise directed by the
most senior Leasehold Mortgagee. Notwithstanding any of the foregoing, Lessor and
Lessee acknowledge and agree that the use and availability of any insurance proceeds is
subject to the rights of the Leasehold Mortgagees. Notwithstanding the foregoing, Lessor
shall not terminate the Ground Lease under this Section 12(a) without the approval of each
Leasehold Mortgagee.
b. Condemnation. Lessee may terminate this Lease as part of a condemnation of
the Project.
13. Access to Premises. Lessor, its duly authorized agents, contractors, representatives
and employees, shall have the right after forty-eight (48) hour written notice to Lessee, to enter
into and upon the Premises during normal business hours, or such other times with the consent of
Lessee, to inspect the Premises, verify compliance with the terms of the Ground Lease, or make
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any required repairs not being timely completed by Lessee, provided, if Lessor wishes to
access/enter any residential unit, it must do so in compliance with the applicable residential lease.
14. Termination and Surrender. Unless otherwise mutually agreed by the Parties,
within thirty (30) days after termination of the lease Term, Lessee shall redeliver possession of the
Project to Lessor in good condition and repair subject to normal wear and tear. Lessee shall have
the right at any time during Lessee’s occupancy of the Premises to remove any of its personal
property, equipment, and signs provided, however, at the termination of the Ground Lease, Lessor
shall have the option to demolish and remove all improvements made by Lessee to the Leased
Land upon Lessee’s vacation thereof, or to retain said improvements with fixtures on the Leased
Land which improvements and fixtures will become the property of the Lessor upon Lessee’s
vacation of the Premises.
Notwithstanding anything herein to the contrary, the Ground Lease may not be terminated
unless the Lessor, Lessee, Leasehold Mortgagee, and Investor have received an opinion of bond
counsel that such termination will not adversely affect the exclusion from gross income for federal
income tax purposes of the interest on any outstanding tax-exempt loans obtained to construct the
Project.
15. Assignment and Sublease. Lessor acknowledges under FHFC’s Request of
Applications, the Lease must be in the name of a legally formed single purpose entity (“SPE”)
applying for funding. Whereas, the Ground Lease is personal to Lessee. Lessee may assign or
sublease the Ground Lease without the prior written consent of the Lessor to the SPE whose partner
shall be an affiliate of Lessee or pursuant to a foreclosure or deed in lieu of foreclosure to the
Leasehold Mortgage. Affiliate is herein defined as a single purpose legal entity controlled, through
membership or general partnership interest, by Lessee. Lessee must provide written notice to
Lessor of any sublease or assignment to an Affiliate within thirty (30) days of such conveyance.
Any purported assignment to a non-Affiliate or non-Leasehold Mortgageee without the express
written consent of Lessor shall be considered void from its inception. It is hereby acknowledged
and agreed between the parties that all covenants, conditions, agreements, and undertakings
contained in this Lease shall extend to and be binding upon the respective sublessees and assigns
of the respective parties hereto.
16. Insurance.
a. Lessee shall maintain general liability and property liability insurance
policy(ies), for not less than Five Million and 00/100 Dollars ($5,000,000.00) combined
single limits during the Term of the Ground Lease. If such amounts are less than required
by Leasehold MortgageeMortgagees, Lessee shall comply with the amount required by
Leasehold Mortgagee. Landlord’s entitlement to proceeds from Lessee’s insurance
policies is subordinate to the rights of all Leasehold Mortgagees under all Leasehold
Mortgagees.
b. Upon completion of the Building, Lessee shall also maintain standard fire and
extended coverage insurance on the additions and improvements located on the Leased
Land and all of Lessee’s property located on or in the Leased Land including, without
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limitation, furniture, equipment, fittings, installations, fixtures (including removable trade
fixtures), personal property and supplies, in an amount not less than the then-existing full
replacement value, but in no case less than the amount required by the Leasehold
Mortgagee.
c. All of the above-described insurance policy(ies) shall list and continuously
maintain Lessor as an additional insured thereon. The property insurance policy shall list
the lessor as their interest may appear. Evidence of such insurance shall be provided to
Lessor and the Collier County Risk Management Department, 3301 East Tamiami Trail,
Administration Building, Naples, Florida, 34112, prior to the insurance taking effect; and
shall include a provision requiring not less than ten (10) days prior written notice to Lessor
in the event of cancellation or material changes in policy(ies) coverage. The issuer of any
policy must have a Certificate of Authority to transact insurance business in the State of
Florida and must be rated "A" or better in the most current edition of Best's Insurance
Reports. Each insurer must be responsible and reputable and must have financial capacity
consistent with the risks covered. Each policy must contain an endorsement to the effect
that the issuer waives any claim or right of subrogation to recover against Lessor, its
employees, representatives and agents.
d. The name of the Leasehold Mortgagee(s) may be added to the "Loss
Payable Endorsement" of any and all insurance policies required to be carried by Lessee
hereunder. Investor or Leasehold Mortgagee has the right to hold insurance proceeds and
condemnation awards and disburse such amounts as repair and restoration progresses.
e. Failure to continuously abide with all of these insurance provisions shall be
deemed to be a material breach of the Ground Lease and Lessor shall have the remedies
set forth below.
17. Defaults and Remedies.
a. Defaults by Lessee. The occurrence of any of the following events and the
expiration of the cure period set forth below without such event being cured or remedied
will constitute a "Default by Lessee" to the greatest extent then allowed by law:
i. Lessee’s abandonment of Leased Land and its determined non-use
continues for ninety (90) consecutive days and discontinuation of
Lessee’s operation.
ii. After construction completion of the Project, Lessee’s failure to
utilize the Leased Land as set forth in 2 and 3 of Exhibit B, which
continues for more than one (1) year after such failure and the notice
period in Section 4 above.
iii. Any lien, other than those permitted encumbrances under Section 9,
is filed against the Lessee’s interest on the Fee Estate, and the same
remains unreleased for a period of sixty (60) days from Lessee’s
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notice unless within such period Lessee is contesting in good faith
the validity of such lien and such lien is appropriately bonded.
iv. Notwithstanding anything herein to the contrary, Lessor
acknowledges and agrees that a Default by Lessee, as described in
subsections 17(a)(i)-(iii) hereof, shall not apply to a party that
succeeds Lessee as a result of a foreclosure sale and shall not be
grounds for Lessor to terminate the Ground Lease so long as there
is a Leasehold Mortgage encumbering the Project.
b. Remedies of Lessor.
i. During the Default by Lessee, Lessor, may apply all rights under
this Lease, by law and equity against the Lessee.
ii. If Lessee fails to promptly pay, when due, the rent or any other sum
payable to Lessor under the Ground Lease, and if said sum remains
unpaid for more than ten (10) days past the due date, the Lessee shall
pay Lessor a late payment charge equal to five percent (5%) of each
such payment not paid promptly and in full when due. Any amounts
not paid promptly when due shall also accrue compounded interest
of two (2%) percent per month or the highest interest rate then
allowed by Florida law, whichever is higher ("Default Rate"), which
interest shall be promptly paid by Lessee to Lessor.
iii. During the Default by Lessee, Lessor may sue for direct, actual
damages arising out of such Default by Lessee or apply for
injunctive relief as may appear necessary or desirable to enforce the
performance and observance of any obligation, agreement or
covenant of Lessee under the Ground Lease, or otherwise. Lessor
shall be entitled to reasonable attorney’s fees and costs incurred
arising out of Lessee’s default under the Ground Lease.
c. Default by Lessor. Lessor shall in no event be charged with default in the
performance of any of its obligations hereunder unless and until Lessor shall have failed to
perform such obligations within thirty (30) days (or such additional time as is reasonably
required to correct such default, but not to exceed an additional ninety (90) days) after
written notice to Lessor by Lessee properly and in meaningful detail specifying wherein,
in Lessee’s judgment or opinion, Lessor has failed to perform any such obligation(s).
d. No Remedy Exclusive. No remedy herein conferred upon or reserved to either
party is intended to be exclusive of any other available remedy or remedies, but each and
every such remedy will be cumulative and in addition to every other remedy given under
the Ground Lease or hereafter existing under law or in equity. No delay or omission to
exercise any right or power accruing upon any event of default will impair any such right
or power nor be construed to be waived, but any such right and power maybe exercised
from time to time and as often as may be deemed expedient.
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fe. Non-Waiver. Every provision hereof imposing an obligation upon Lessee is a
material inducement and consideration for the execution of the Ground Lease by Lessee
and Lessor. No waiver by Lessee or Lessor of any breach of any provision of the Ground
Lease will be deemed for any purpose to be a waiver of any breach of any other provision
hereof or of any continuing or subsequent breach of the same provision, irrespective of the
length of time that the respective breach may have continued.
Miscellaneous Legal Matters
18. The Ground Lease shall be construed by and controlled under the laws of the State
of Florida. In the event of a dispute under the Ground Lease, the Parties shall first use the County’s
then-current Alternative Dispute Resolution Procedure. Following the conclusion of this
procedure, either party may file an action in the Circuit Court of Collier County to enforce the
terms of the Ground Lease, which Court the Parties agree to have the sole and exclusive
jurisdiction.
19. Other than that certain future Development Agreement, the Ground Lease contains
the entire agreement of the Parties with respect to the matters covered by the Ground Lease and
no other agreement, statement or promise made any party, or to any employee, officer or agent of
any party, which is not contained in the Ground Lease shall be binding or valid. Time is of the
essence in the doing, performance and observation of each and every term, covenant and condition
of the Ground Lease by the Parties.
20. In the event state or federal laws are enacted after the execution of the Ground
Lease, which are applicable to and preclude in whole or in part the Parties’ compliance with the
terms of the Ground Lease, then in such event the Ground Lease shall be modified or revoked as
is necessary to comply with such laws, in a manner which best reflects the intent of the Ground
Lease.
21. Except as otherwise provided herein, the Ground Lease shall only be amended by
mutual written consent of the Parties hereto or by their successors in interest. Notices hereunder
shall be given to the Parties set forth below and shall be made by hand delivery, facsimile,
overnight delivery or by certified mail. If given by certified mail, the notice shall be deemed to
have been given when received or first required. For the purpose of calculating time limits which
run from the giving of a particular notice the time shall be calculated from actual receipt of the
notice. Time shall run only on business days which, for purposes of the Ground Lease shall be
any day other than a Saturday, Sunday or legal public holiday. Notices shall be addressed as
follows:
If to Lessor: County Manager
Collier County Manager's Office
3301 East Tamiami Trail
Naples, Florida 34112
If to Lessee: MHP Bembridge, LLC
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c/o McDowell Housing Partners
601 Brickell Key Drive, Suite 700
Miami, FL 33131
Attention: Chris Shear
With a copy to: Nelson Mullins Broad and Cassel
390 North Orange Avenue, Suite 1400
Orlando, Florida 32801
Attention: Roman Petra, Esq.
With a copy to: CREA, LLC
8141 Lakewood Main St., Ste 208
Lakewood Rach, FL 34202
Attention: Senior Vice President
With a copy to: Nixon Peabody, LLP
799 9th Street NW, Suite 500
Washington, DC 20001-5327
If to Leasehold
Mortgagee: Florida Housing Finance Corporation
227 N. Bronough Street, Suite 5000
Tallahassee, FL 32301
Attention: Tim Kennedy
With a copy to: KeyBank National Association
4910 Tiedeman Road
Mail Code: OH-01-51-0311
Brooklyn, Ohio 44144
Attention: Community Development Lending
With a copy to: Thompson Hine LLP
3900 Key Center
127 Public Square
Cleveland, Ohio 44114
Attention: David M. Lewis, Esq.
Notice shall be deemed to have been given on the next successive business day to the date of
the courier waybill if sent by nationally recognized overnight delivery service.
22. Lessee is an independent contractor and is not any agent or representative or
employee of Lessor. During the Term of the Ground Lease, neither Lessee, nor anyone acting on
behalf of Lessee, shall hold itself out as an employee, servant, representative or agent of Lessor.
Neither party will have the right or authority to bind the other party without express written
authorization of such other party to any obligation to any third party. NoExcept as set forth herein,
no third -party is intended by the Parties Lessor and Lessee to be a beneficiary of thethis Ground
Lease or to have any rights to enforce the Ground Lease against either party hereto, or otherwise.
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Lessee acknowledges that Lessor is not providing any vacation time, sick pay, or other welfare or
retirement benefits normally associated with an employee-employer relationship and that
Notwithstanding the foregoing, Lessor excludesand Lessee and its employees from participation
in all healthacknowledge and welfare benefit plans including vacation, sick leave, severance, life,
accident, healthagree that the Investors and disability insurance, deferred compensation, retirement
and grievanceeach Leasehold Mortgagee shall be deemed to be third-party beneficiaries of the
provisions of this Ground Lease that reference such parties. The rights or privileges. of the
Investors and each Leasehold Mortgagee to be third-party beneficiaries under this Ground Lease
shall be the only right (express or implied) of such parties to be third-party beneficiaries under this
Ground Lease.
23. Neither party to the Ground Lease will be liable for any delay in the performance
of any obligation under the Ground Lease or of any inability to perform an obligation under the
Ground Lease if and to the extent that such delay in performance or inability to perform is caused
by an event or circumstance beyond the reasonable control of and without the fault or negligence
of the party claiming Force Majeure. "Force Majeure" shall include an act of God, war (declared
or undeclared), sabotage, riot, insurrection, civil unrest or disturbance, military or guerrilla action,
economic sanction or embargo, civil strike, work stoppage, slow-down or lock-out, explosion, fire,
earthquake, abnormal weather condition, hurricane, flood, lightning, wind, drought, and the
binding order of any governmental authority.
24. Lessee will not transport, use, store, maintain, generate, manufacture, handle,
dispose, release or discharge any Hazardous Materials upon or about the Leased Land, nor permit
employees, representatives, agents, contractors, sub-contractors, sub-sub-contractors, material
men and/or suppliers to engage in such activities upon or about the Leased Land except in the
ordinary course of business.
25. In compliance with Section 404.056, Florida Statutes, all Parties are hereby made
aware of the following: Radon is a naturally occurring radioactive gas that, when it has
accumulated in a building in sufficient quantities, may present health risks to persons who are
exposed to it over time. Levels of radon that exceed federal and state guidelines have been found
in buildings in Florida. Additional information regarding radon and radon testing may be obtained
from your County Public Health Department.
26. The Lessor agrees to cooperate with any audits that are required to be conducted in
accordance with the provisions set forth in Florida Statutes, Section 20.055(5).
27. Lessee shall execute the Ground Lease prior to it being submitted for approval by
the Board of County Commissioners. A memorandum of the Ground Lease may be record ed by
the County in the Official Records of Collier County, Florida, within fourteen (14) days after the
County enters into the Ground Lease, at Lessee’s sole cost and expense.
28. Lessee and Lessor shall enter into a developer agreement (“Development
Agreement”) prior to the commencement of construction of the Building which shall be no later
than Construction Commencement deadline set forth in Paragraph 5. Lessee shall not be allowed
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to commence construction of the Building until the Development Agreement is executed by the
Parties.
29. Lessor acknowledges that Lessee’s lender or investor may request changes to the
Ground Lease. Lessor agrees to reasonably amend the Ground Lease as necessary to accommodate
the Mortgagee LenderLeasehold Mortgagees and/or Investor
30. In addition to any rights of the Mortgagee LenderLeasehold Mortgagees or
Investor, if, within ninety (90) days after the mailing of any notice of termination or such later date
as is thirty (30) days following the expiration of the cure period, if any, afforded Lessee, such
lessee or investor cure Default by Lessee.
31. Notwithstanding anything to the contrary herein, during the Term of the Ground
Lease, the Lessor shall not transfer, encumber, lien or otherwise dispose of the Fee Estate or the
Premises or any interest therein without the prior written consent of the Lessee, Investor, and
theeach Leasehold Mortgagee.
32. The Ground Lease contains the entire agreement between the parties hereto and all
previous negotiations leading thereto, and it may be modified by virtue of the powers and authority
vested in the Collier County Manager, Collier County, or Board of County Commissioners.
33. Each party hereto shall, at any time and from time to time within ten (10) days after
being requested to do so by the other party, any Leasehold Mortgagee or Investor in writing,
execute, acknowledge, and address and deliver to the requesting party (or, at the latter’s request,
to any existing or prospective mortgagee, transferee, Investor or other assignee of the requesting
party’s interest in the Premises or under this Lease which acquires such interest in accordance with
this Lease), a certificate in recordable form, certifying (a) that the Ground Lease is unmodified and
in full force and effect (or, if there has been any modification thereof, that it is in full force and
effect as so modified, stating therein the nature of such modification); (b) that Lessee has accepted
possession of the Premises, and the date on which the Term commenced; (c) as to the dates to
which rent and other charges arising hereunder have been paid; (d) as to the amount of any prepaid
rent or any credit due to Lessee hereunder; (e) as to whether, to the best of such party’s knowledge,
information and belief, the requesting party is then in default in performing any of its obligations
hereunder (and, if so, specifying the nature of each such default); and (f) as to any other fact or
condition reasonably requested by the requesting party; and acknowledging and agreeing that any
statement contained in such certificate may be relied upon by the requesting party and any such
other addressee.
34. If any provision of the Ground Lease be held to be void or unenforceable under the
laws of any place governing its construction or enforcement, the Ground Lease shall not be void
or vitiated thereby, but shall be construed to be in force with the same effect as though such
provisions were omitted.
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REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
SIGNATURE PAGE TO FOLLOW
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IN WITNESS WHEREOF, the Lessee and Lessor have hereto executed the Amended and Restated
Ground Lease the day and year first above written.
AS TO THE LESSEE: MHP BEMBRIDGE, LLC, a Florida limited liability
company
By: MHP Bembridge Member, LLC, a Florida limited
liability company, its Managing Member
By:
________________________ W. Patrick McDowell Housing Partners, LLC
________________________ By: ______________________________
Witness (signature) Chief Executive Officer
______________________________
________________________ (Print Name and Title)
________________________
(print name)
________________________
Witness (signature)
________________________
(print name)
AS TO THE LESSOR:
ATTEST: BOARD OF COUNTY COMMISSIONERS,
CRYSTAL K. KINZEL,_________________, Clerk COLLIER COUNTY,
FLORIDA
By: ____________________________ By: ______________________________
, ___________________, Deputy Clerk William L. McDaniel, Jr.,
CHAIRMAN_______________________
(Print Name and Title)
Approved as to form
and legality:
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_________________________
Jennifer A. Belpedio
Assistant County Attorney
By: _________________________
_______________________
(Print Name and Title)
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EXHIBIT A
LEGAL DESCRIPTION
A PARCEL OF LAND LOCATED IN SECTION 4, TOWNSHIP 50 SOUTH, RANGE 26
EAST, COLLIER COUNTY, FLORIDA AND BEING MORE PARTICULARLY
DESCRIBED AS FOLLOWS:
COMMENCE AT THE WEST QUARTER CORNER OF SECTION 4, TOWNSHIP 50
SOUTH, RANGE 26 EAST, COLLIER COUNTY, FLORIDA; THENCE NORTH 88°49'24"
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EAST, A DISTANCE OF 60.00 FEET TO THE EASTERLY RIGHT OF WAY LINE OF
SANTA BARBARA BOULEVARD, OF COLLIER COUNTY, FLORIDA; THENCE SOUTH
01°02'25" EAST ALONG THE SAID EASTERLY RIGHT OF WAY LINE OF SANTA
BARBARA BOULEVARD, A DISTANCE OF 120.00 FEET TO THE POINT OF
BEGINNING OF THE PARCEL OF LAND HEREIN DESCRIBED; THENCE NORTH
88°50'38" EAST LEAVING THE SAID EASTERLY RIGHT OF WAY LINE OF SANTA
BARBARA BOULEVARD, A DISTANCE OF 343.48 FEET; THENCE SOUTH 00°47'41"
EAST, A DISTANCE OF 481.27 FEET; THENCE SOUTH 88°55'35" WEST, A DISTANCE
OF 341.42 FEET TO A POINT OF THE EASTERLY RIGHT OF WAY LINE OF SAN TA
BARBARA BOULEVARD; THENCE NORTH 01°02'25" WEST ALONG THE SAID
EASTERLY RIGHT OF WAY OF SANTA BARBARA BOULEVARD, A DISTANCE OF
480.77 FEET TO THE POINT OF BEGINNING.
CONTAINING 164,724 SQUARE FEET OR 3.782 ACRES, MORE OR LESS.
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EXHIBIT B
The minimum affordable requirements include, but are not limited to:
1) A three-story walk-up garden building, or a four-story elevator building, with at least 78
units (“Building”) and on grade parking in accordance with the conceptual site plan
provided below (“Project”). The units shall feature solid surface countertops; plywood
cabinets; ceramic and/or luxury vinyl tile flooring; full-size energy star appliances
including range, refrigerator microwave, and dishwasher; and LED lighting. Community
amenities will consist of on-site management and maintenance; stand-alone clubhouse or
multipurpose community room; swimming pool; fitness center; media/computer room; and
outdoor tot lot.
2) Workforce housing for households earning between 30-120% of area median income.
3) Lessee will include a minimum 10% of units identified for seniors, veterans and/or special
needs populations.
4) Conceptual site plan:
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