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C7L-Approve One-Time Only Subordination Of Mortgage And Security Agmt With MBCDCCOMMISSION ITEM SUMMARY Condensed Title: A resolution of the Mayor and City Commission of the City of Miami Beach, Florida, approving a one-time only subordination of that certain Mortgage and Security Agreement, in the amount of $2,864,642, dated July 5, 2011, between MBCDC: Meridian Place, LLC, a Florida Limited Liability Corporation, and the City of Miami Beach, in favor of a Commercial Lender for an amount not to exceed $980,000; and further authorizing_ the City_ Manager to execute all a_pplicable documentation. Key Intended Outcome Supported: 1. Increase access to workforce or affordable housing. 2. Improve the lives of elderly residents. Supporting Data (Surveys, Environmental Scan, etc.): Based on the 2009 Customer Satisfaction Survey: 17.5% of businesses feel that lack of workforce housing is one of their most important challenges; 80% of residents 65 or older ated City response to expectations as good or excellent Issue: Shall the City authorize a subordination of its lien/security position to a commercial bank lender. Item Summary/Recommendation: MBCDC purchased Meridian Place, an affordable rental housing project, located at 530 Meridian Avenue, for the purpose of rehabilitating the building to provide affordable housing. Total currently allocated grant and loan funds for the project are $7,915,085, including County-allocated and City-allocated federal affordable housing entitlement funds from the HOME and Community Development Block Grant (CDBG) programs. The City allocates its HOME and CDBG funds for capital projects as loans. Project funding also includes MBCDC-secured State funds, additional U.S. HUD vouchers, as well as a commitment from Miami Dade County District 5 General Obligation Bond funds (County GOB) for $440,431. However, until MBCDC is able to complete the required processes for drawing down those various funding sources,. including retainers held from City allocations, a cash flow gap in the amount of $977,975 is impeding the completion of the project, which is currently 70% complete. MBCDC has expressed a need to obtain commercial bank financing for an amount not to exceed $980,000 in order to complete the project. An item on the February 8, 2012 Redevelopment Agency agenda includes a recommended modification to the current RDA loan issued to MBCDC for the project. This modification is necessary as a cash flow analysis reflects that the affordable housing rents are not sufficient to make the necessary debt payments on the RDA loan, and the project will not pass a necessary underwriting review by the private lender. It is customary for commercial banks to request a first lending security position. Additionally, and consistent with the City's prior practice, the RDA agenda item also recommends that the RDA loan (as modified) be subordinated to allow for the private financing to be secured. Likewise, in an effort to facilitate the closing of the current cash flow gap and completion of the project, the Administration is recommending approval of a one-time only subordination of the City's lending position in the recorded mortgage which secures funding allocated from US HUD HOME and CDBG funding, in the amount of $2,864,642, dated July 5, 2011, between MBCDC: Meridian Place, LLC, a Florida Limited Liability Corporation, and the City of Miami Beach, in favor of a commercial lender for an amount not to exceed $980,000. Adviso Board Recommendation: On October 27,2011, no recommendation was made by FCWPC. On January 19,2012, FCWPC discussion of RDA Note modification and related debt subordination and recommendation of its referral to the Ci Commission for a roval. Financial Information: Source of Amount Funds: 1 OBPI Total Financial Impact Summary: N/A Ci Clerk's Office Le islative Trackin Anna Parekh, ext. 6471 AP T:\AGENDA\2012\February 8\Meridian City Subordination CC Summary.doc MIAMI BEACH 239 Account AGENDA ITEM _C_/_L __ D·ATE 2 -8' -/2- lD MIAMI BEACH ""='" City of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov COMMISSION MEMORANDUM TO: Members of the City Commission FROM: r DATE: February 8, 2012 SUBJECT: A · RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, APPROVING A ONE-TIME ONLY SUBORDINATION OF THAT CERTAIN MORTGAGE AND SECURITY AGREEMENT, IN THE AMOUNT OF $2,864,642, DATED JULY 5, 2011, GIVEN BY MBCDC: MERIDIAN PLACE, LLC, A FLORIDA LIMITED LIABILITY CORPORATION, AS MORTGAGOR, TO THE CITY OF MIAMI BEACH, AS MORTGAGEE, IN FAVOR OF A COMMERCIAL LENDER, TO BE DETERMINED BY MBCDC, FOR AN AMOUNT NOT TO EXCEED $980,000; AND FURTHER AUTHORIZING THE CITY MANAGER TO EXECUTE ALL APPLICABLE DOCUMENTATION. This item is a companion item to RDA Agenda item 1 A. ADMINISTRATION RECOMMENDATION Adopt the resolution. BACKGROUND In 2006, Miami Beach Community Development Corporation (MBCDC) was approached by Carrfour Supportive Housing about MBCDC's potential interest in acquiring the property located at 530 Meridian Avenue to ensure its continued availability to the community as affordable housing. Carrfour had purchased the 72-unit former transient hotel and had planned extensive rehabilitation, but had decided they were not going to proceed. To complete the transaction, MBCDC requested funding from the City to assist in the acquisition of the property; RDA loan funds were allocated. MBCDC then pursued funds for the rehabilitation of the project. To date, the project has received the following funding: PROJECT FINANCING ACHIEVED City of Miami Beach -RDA State of Florida -Housing Demonstration Loan Funds Miamf..P~de county -Documentary surtax Program Miami-Dade County -US HUD -HOME Program City of Miami ~ich .. us HUO ... HOME Program City of Miami Beach -US HUD -CDBG Program Us HOP SRO; Rehab Loan Commitment (Vouchers) Miami-Dade District 5 General Obligation Bond 240 $1,500,000 1,000,000 1,379,$95 {' 395,605 2;6341518 230,124 335~012 440,431 Commission Memorandum February 8, 2012 Meridian Place Consent to Subordination Page 2of2 The total project costs, including acquisition, are currently projected at $8,117,797. The increases in costs are due primarily to plans revisions required by zoning regulations, historic and accessibility requirements, and HUD requirements. Total currently allocated grant and loan funds are $7,915,085, including County- allocated and City-allocated federal affordable housing entitlement funds from the HOME and Community Development Block Grant (CDBG) programs. The current budget also includes MBCDC's independently secured State funds, additional U.S. HUD vouchers, as well as a commitment from Miami Dade County District 5 General Obligation Bond funds (County GOB) for $440,431. However, until MBCDC is able to complete the required processes for drawing down those various funding sources, including retainers held from City allocations, a cash flow gap in the amount of $977,975 is impeding the completion of the project, which is currently 70% complete. MBCDC is pursuing commercial bank financing for an amount not to exceed $980,000 in order to complete the project. The ability to secure this financing is contingent on favorable underwriting. A companion item on the RDA agenda of February 8, 2012 recommends the modification of the terms of the current RDA loan to defer repayment of the loan until the conclusion of the afford ability period. Should that loan modification be approved by the RDA, MBCDC will proceed with necessary underwriting, apply for commercial gap financing, and proceed to draw down other funds which were previously committed to the project. That RDA agenda item also includes a recommended subordination of the RDA loan behind the commercial financing. This is a common requirement of private funders, and the City Commission has previously approved similar · subordination requests. In addition to a resolution of the RDA loan terms, in order for MBCDC to proceed with private financing, it is likewise necessary for the City to subordinate its current position on two loans the City has provided to MBCDC: 1) U.S. HUD's HOME Investment Partnership Program; and, 2) U.s. HUD's Community Development Block Grant Program. However, such subordination shall be for the maximum value of the private financing, which is currently proposed at $980,000. This amount may be further reduced should MBCDC secure County GOB District 5 funds for this project, as those funds (if received) will be required to be used to pay down the private financing. CONCLUSION It is customary for commercial banks to request a first lending position. A related item on the February 8, 2012 Redevelopment Agency agenda recommends the modification of an existing mortgage and promissory note between the RDA and MBCDC, as well as RDA approve of the a subordination of the RDA's lending position to a commercial loan. Likewise, in an effort to facilitate the closing of the current cash flow gap and completion of the project, the Administration is recommending approval of a one-time only subordination of the City's lending position in the recorded mortgage which secures funding allocated from US HUD HOME and CDBG funding, in the amount of $2,864,642, dated July 5, 2011, between MBCDC: Meridian Place, LLC, a Florida Limited Liability Corporation, and the City of Miami Beach, in favor of a commercial lender for an amount not to exceed $980,000; and further authorizing the_City Manager to execute all applicable documentation. JMG/HF/AP/ARB Attachments: T:\Agenda\2012\february 8\Meridian City Subordination CC Memo 2-8-2012.doc 241 RESOLUTION TO BE SUBMITTED 242