Item I5
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: November 19, 2008 Division: Growth Management
Bulk Item: Yes X No - Department:
Staff Contact: Susan Grimsley/ Mark Rosch
AGENDA ITEM WORDING:
Approval of Grant of Easement and Right of Use between Sea Grape Apartments Ltd. and Sea Grape
II, Ltd. as underlying fee owner.
ITEM BACKGROUND:
The Sea Grape Apartments development in Marathon is an 84-unit affordable housing development
being built in two phases by The Carlisle Group. The proposed agreement will allow for the shared use
of the roads, sidewalks, and amenities between Phase I and Phase II of the development. The
agreement also addresses maintenance and cost allocation between the two phases. Sea Grape
Apartments Ltd and Sea Grape II Ltd are the two developer corporations created by the principals of
The Carlisle Group for this project.
Monroe County owns the land upon which the housing is being built and has granted 99-year leases to
each of the developer corporations. As the underlying fee owner, Monroe County is being asked to
execute a joinder to this agreement (as are all the project lenders).
PREVIOUS RELEVANT BOCC ACTION:
CONTRACT/AGREEMENT CHANGES: n/a
ST AFF RECOMMENDATIONS: Approval
TOTAL COST: N/A BUDGETED: Yes -L No -
COST TO COUNTY: N/A SOURCE OF FUNDS:
REVENUE PRODUCING: Yes - No - AMOUNT PER MONTH Year
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APPROVED BY: County Atty ~ OMB/Purchasing _ Risk Management ~
DOCUMENT A TION: Included X Not Required_
DISPOSITION: AGENDA ITEM #
Revised J J 106
This Instrument Was Prepared By:
Patricia K. Green, Esq.
Stearns Weaver Miller Weissler
Alhadeff & Sitterson, PA
150 West Flagler St., Suite 2200
Miami, Florida 33130
Record and Return To:
Patricia K. Green, Esq.
Stearns Weaver Miller Weissler
Alhadeff & Sitterson, P.A.
150 West Flagler St., Suite 2200
Miami, Florida 33130
GRANT OF EASEMENT AND RIGHT OF USE AGREEMENT
(Reciprocal Access and Recreational Easement)
This Grant of Easement and Right of Use Agreement (the "Agreement") is made and entered
into as of the _ day of , 2008, by and between Sea Grape
Apartments, Ltd., a Florida limited partnership ("SG One"), having an address at 2950 S.W. 27TH
Avenue, Suite 200, Miami, Florida 33133, and Sea Grape II, Ltd., a Florida limited partnership ("SO
Two"), having an address at 2950 S.W. 27TH Avenue, Suite 200, Miami, Florida 33133.
RECITALS
A. SO One is the ground lessee of the property legally described on Exhibit "A" attached
hereto and made a part hereof (the "Phase I Property").
B. SG Two is the ground lessee of the property legally described on Exhibit "B"
attached hereto and made a part hereof (the "Phase II Property").
C. For good and valuable consideration, SG One and SG Two have each agreed to grant
to the other, as an appurtenance to their respective properties, perpetual, non-exclusive easements
for vehicular and pedestrian ingress and egress over, across and through the roads and sidewalks
constructed from time to time within their respective properties (the "Roads"), and for the use and
enjoyment by each of the parties hereto, their tenants, employees, agents, customers, invitees,
successors and assigns, of the recreational amenities constructed on either property now or in the
future, including but not limited to swimming pool, clubhouse, car care areas, laundry facilities,
playgrounds, volleyball courts, and similar amenities located on the respective properties from time
to time (collectively, the "Recreational Facilities").
AGREEMENT
NOW, THEREFORE, in consideration of the sum of Ten Dollars ($10.00) and other good
and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the
parties hereto agree as follows:
1. Recitals. The above recitals are true and correct and by this reference are incorporated as
if fully set forth herein.
2. SG Two Road and Amenities Easement. SG One hereby grants to SG Two, for the use and
benefit of SG Two, its successors and assigns who acquire an interest in the Phase II Property, and
its tenants, agents, employees, customers and invitees, a perpetual, non-exclusive easement for (i)
vehicular and pedestrian ingress and egress, over, across and through the Roads within the Phase
I Property, (ii) the use and enjoyment of the Recreational Facilities within the Phase I Property, and
(iii) parking in unreserved spaces proximate to the Recreational Facilities ("Parking Spaces") within
the Phase I Property, in connection with and during the use of the Recreational Facilities within the
Phase I Property, but, as to parking rights, at no other time.
3. SG One Road and Amenities Easement. SG Two hereby grants to SG One, for the use and
benefit of SG One, its successors and assigns who acquire an interest in the Phase I Property, and
its tenants, agents, employees, customers and invitees, a perpetual, non-exclusive easement for (i)
vehicular and pedestrian ingress and egress, over, across and through the Roads within the Phase
II Property, (ii) the use and enjoyment of the Recreational Facilities within the Phase II Property,
and (iii) parking in Parking Spaces within the Phase II Property, in connection with and during the
use of the Recreational Facilities within the Phase II Property, but, as to parking rights, at no other
time.
4. Appurtenant Easement. The easements herein granted shall be appurtenant to the lands
benefitted thereby.
5. Use of Roads. Parking Spaces and Recreational Facilities. The use of the Roads, Parking
Spaces and Recreational Facilities by the parties hereto, their tenants, agents, employees, invitees,
successors and assigns shall be in compliance with all reasonable rules and regulations promulgated
by SG One and SG Two, as to their respective properties, from time to time, and in accordance with
all applicable laws, codes and ordinances.
6. Maintenance Covenants.
a. As to Phase I Property: SG One agrees to maintain the Roads, Parking Spaces and
Recreational Facilities within the Phase I Property for the joint use thereof by the parties
hereto, in working condition and free of material defects, subject to occasional interruption
of service due to (i) ordinary wear and tear and use thereof, (ii) routine or extraordinary
maintenance or (iii) events beyond SG One's reasonable control. SG One shall have the
right to perform all such maintenance and repairs itself through its management company,
or to select the contractor(s) of its choice in connection with all aspects of maintenance,
repair and operation of its Roads, Parking Spaces and Recreational Facilities.
b. As to Phase II Property: SG Two agrees to maintain the Roads, Parking Spaces and
Recreational Facilities within the Phase II Property for the joint use thereof by the parties
hereto, in working condition and free of material defects, subject to occasional interruption
of service due to (i) ordinary wear and tear and use thereof, (ii) routine or extraordinary
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maintenance or (iii) events beyond SG Two's reasonable control. SG Two shall have the
right to perform all such maintenance and repairs itself through its management company,
or to select the contractor(s) of its choice in connection with all aspects of maintenance,
repair and operation of its Roads, Parking Spaces and Recreational Facilities.
7. Costs. Each party shall be responsible for the maintenance and repair of its respective
Roads, Parking Spaces and Recreational Facilities; provided, however, that expenses associated with
any negligent, willful or reckless act or use of the Roads, Parking Spaces and Recreational Facilities
shall be the responsibility of the party committing such act.
8. Phase II Contribution to Certain Costs. SG Two shall pay to SG One a sum equal to 37% of
the costs of maintenance, utilities, taxes, insurance and all other costs and expenses ("Amenity
Operating Expenses") involved in the operation and use of the entrance gate, community center,
outdoor recreation area, and library located on the Phase I Property and used by SG Two, for which
there is no offsetting or equal amenity within the Phase II Property, such amount to be paid on the
15th day of each month. Said amolUlt represents SG Two's pro rata share of the Amenity Operating
Expenses, based on the following formula:
Total Amenity Operating Expenses times a fraction, the numerator of
which is 66 (the number of bedrooms in the Phase II Property)
multiplied by 1.5 (which represents the average number of occupants
of a bedroom), and the denominator of which is 178 (the total number
of bedrooms in both Phases, collectively), multiplied by 1.5. The
resulting fraction is 99/267, or 37%.
SG One shall provide a copy of its annual operating budget as to the Amenity Operating Expenses,
to SG Two for informational purposes, but the budget shall not be a limitation on the amount that
SG Two is obligated to pay as Amenity Operating Expenses, it being intended that 37% of actual
costs will be passed through to SG Two. SG One shall invoice SG Two for the Amenity Operating
Expenses and payment shall be made to SG One within ten (10) days following the date of any
invoice for Amenity Operating Expenses. Invoices shall include copies of all bills and statements
for the billing period in question. SG One shall use reasonable efforts to tender invoices on a
monthly basis but the right is reserved to alter the billing period in any manner consistent with its
bookkeeping procedures. The sale or transfer of the Phase II Property pursuant to judicial sale or
foreclosure, or deed in lieu of foreclosure, shall not subject the acquirer of title pursuant to such sale
or transfer to liability for payment of the Amenity Operating Expenses attributable to period of time
prior to such sale or transfer; however, such acquirer of title shall be liable for all Amenity
Operating Expenses accruing thereafter.
9. Termination. This Easement shall automatically terminate:
a. As to the easement benefitting the Phase II Property, if, without the consent of the
owner of the Phase I Property and the consent of the holders of all mortgages thereon, (i) the
Phase II Property is increased in density beyond 28 residential units or (ii) the Phase II
Property ceases to be used for multifamily residential apartment purposes; or
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b. As to the easement benefitting the Phase I Property, if, without the consent of the
owner of the Phase II Property and the consent of the holders of all mortgages thereon, (i)
the Phase IProperty is increased in density beyond 56 residential units or (ii) the Phase I
Property ceases to be used for multifamily residential apartment purposes.
10. Indemnity. Each of the parties hereto agrees to indemnifY the other and hold it harmless from
and against any and all loss, cost, expense, claims or damages suffered by a party as a result of the
negligent or willful act or omission of the other, its employees, agents and contractors, as a result
of the exercise of the rights and obligations of the parties under this Agreement, except for any such
liability, loss, damage, cost or expense as may arise in whole or in part from the acts of the party
seeking indemnification.
11. Successors and Assigns. This Agreement shall bind, and the benefit thereof shall inure to,
the respective successors and assigns of the parties hereto.
12. No Public Dedication. Nothing contained in this Agreement shall, in any way, be deemed
or constituted a gift of or dedication of any portion of any lands described herein to the general
public or for the benefit of the general public whatsoever, it being the intention ofthe parties hereto
that this Agreement shall be limited to and utilized for the purposes expressed herein and only for
the benefit of the persons herein named.
13. Enforcement. In the event it becomes necessary for any party to defend or institute legal
proceedings as a result of the failure of the other party to comply with the terms, covenants and
conditions of this Agreement, the prevailing party in such litigation shall recover from the other
party all costs and expenses incurred or expended in connection therewith, including, without
limitation, reasonable attorneys' fees and costs, at all levels.
14. Notices to Mortgagees. Each of the parties agrees to furnish duplicate copies of any notices
of default delivered to the other, to the holder of any mortgage lien encumbering their respective
properties, provided that the identity and address of such mortgagees have been made known to the
party sending any such notice.
15. Amendment. The parties hereto agree that this Agreement may not be amended, released
or terminated except as provided in Section 9 hereof, without the prior written consent of the holder
of any mortgage encumbering the property to be affected by such amendment.
16. Operation of Phase I Property and Phase II Property. The parties hereto agree that the Phase
I Property and the Phase II Property shall each be operated as separate projects and no preference
shall be given in leasing or any other matter to one phase over the other; provided, that nothing'
contained herein shall be deemed to contravene the provisions ofthe separate Land Use Restriction
Agreements or other loan documents entered into with respect to the Phase I Property or the Phase
II Property.
17. Third Party Beneficiary. So long as any mortgage loan remains outstanding with respect to
the Phase I Property or the Phase II Property, or any amounts are owed to the holder(s) of such
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mortgages, such holder(s) shall be deemed an intended third.party beneficiary hereof and entitled
to enforce the provisions hereof.
18. No Partnership. None of the terms or provisions of this Agreement shall be deemed to create
a partnership between or among the parties in their respective businesses or otherwise, nor shall it
cause them to be considered joint venturers or members of any joint enterprise. Each party shall be
considered a separate owner, and no party shall have the right to act as an agent for another party,
unless expressly authorized to do so in this Agreement.
19. Interpretation. No provision of this Agreement will be interpreted in favor of, or against, any
of the parties hereto by reason of the extent to which any such party or its counsel participated in
the drafting thereof or by reason of the extent to which any such provision is inconsistent with any
prior draft hereof or thereof.
20. Counterparts. This Agreement may be executed in any number of counterparts, each of
which shall be deemed an original and all of which, taken together, shall constitute a single
document.
21. Notices. All notices, demands, requests or other communications required or permitted to
be given hereunder shall be deemed delivered and received upon actual receipt or refusal to receive
same, and shall be made by United States certified or registered mail, return receipt requested or by
hand delivery, and shall be addressed to the respective parties at the addresses set forth in the
preamble to this Agreement.
22. Entire Agreement. This Agreement constitutes the entire agreement between the parties
hereto relating in any manner to the subject matter of this Agreement. No prior agreement or
understanding pertaining to same shall be valid or of any force or effect, and the covenants and
agreements herein contained cannot be altered, changed or supplemented except in writing and
signed by the parties hereto.
23. Severability. If any clause or provision of this Agreement is deemed illegal, invalid or
unenforceable under present or future laws effective during the term hereof, then the validity of the
remainder of this Agreement shall not be affected thereby and shall be legal, valid and enforceable.
24. Venue; Jurisdiction. This Agreement shall be governed and construed in all respects in
accordance with the laws of the State of Florida, without regard to its conflicts of laws provisions.
Further, all parties hereto agree to avail themselves of and submit to the personal jurisdiction of the
Courts of the State of Florida in Monroe County.
SIGNATURES APPEAR ON FOLLOWING PAGE
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IN WITNESS WHEREOF, the parties hereto have duly executed this Agreement as of the
date and year first set forth above.
Witnesses: SEA GRAPE APARTMENTS, LTD., a
Florida limited partnership
Print Name:
By: TCa Sea Grape, LLC, a Florida
limited liability company, its general
partner
Print Name: By:
Lloyd Boggio, Manager
SEA GRAPE ll, LTD., a Florida limited
partnership
By: CDG Sea Grape II, LLC, a Florida limited
liability company, its general partner
Print Name:
By:
Matthew Greer, Manager
Print Name:
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STATE OF FLO,RIDA )
) SS:
COUNTY OF MIAMI-DADE )
The foregoing instrument was acknowledged before me this day of
-
,2008 by Lloyd Boggio as Manager ofTCG Sea Grape, LLC, the general
partner of Sea Grape Apartments, Ltd., a Florida limited partnership, on behalf of said company and
as an act of said partnership. He is personally known to me or has produced
as identification.
Print or Stamp Name:
Notary Public, State of Florida at Large
Commission No.:
My Commission Expires:
STATE OF FLOlUDA )
) SS:
COUNTY OF MIAMI-DADE )
The foregoing instrument was acknowledged before me this _ day of
, 2008 by Matthew Greer, as Manager of CDG Sea Grape II, LLC, the
general partner of Sea Grape II, Ltd., a Florida limited partnership, on behalf of said company and
as an act of said partnership. He is personally known to me or has produced
as identification.
Print or Stamp Name:
Notary Public, State of Florida at Large
Commission No.:
My Commission Expires:
G:\ W .PKGIJ4 756\200lshared-use4. wpd
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JOINDER OF MORTGAGEE
(Phase I First and Third Lender)
The undersigned, Neighborhood Lending Partners of South Florida, Inc., a Florida not-for-profit
corporation, as Mortgagee (the "Mortgagee") under (i) that certain Multifamily Mortgage, Assignment of
Rents and Security Agreement by Sea Grape Apartments, Ltd., a Florida limited partnership, in favor of
Mortgagee, dated October --' 2008 and recorded in Official Records Book at Page
of the Public Records of Monroe County, Florida, and (ii) that certain Delivery Assurance Fee Multifamily
Mortgage by Sea Gra.pe Apartments, Ltd., a Florida limited partnership, in favor of Mortgagee, dated October
--' 2008 and recorded in Official Records Book at Page of the Public Records of
Monroe County, Florida, covering alUor a portion of the Easement Area described in the foregoing Grant of
Easement and Right of Use Agreement (the "Easement"), does hereby acknowledge that the terms of the
Easement are and shall be binding upon the undersigned and its successors in title.
IN WITNESS WHEREOF, these presents have been executed this _ day of
,2008.
WITNESSES: Neighborhood Lending Partners of South Florida, Inc.,
a Florida not-for-profit corporation
By:
Print Name:
Name:
Title:
Print Name:
STATE OF FLORIDA )
)
COUNTY OF HlLLSBOROUGH)
BEFORE ME, the undersigned authority, this day appeared
known by me to be the of Neighborhood Lending Partners of South Florida,
Inc., a Florida not-for-profit corporation, and she/he acknowledged to and before me that she!he executed the
said instrument, acting in her!his said official capacity, for and as to the act and deed of said corporation and
in its name, for the uses and purposes therein mentioned, and after being duly authorized and directed. Shelhe
is: [ ] personally known to me, or [ ] produced as identification.
WITNESS my hand and official Seal in the County and State aforesaid, on this, the _ day of
,2008.
Notary Public State of Florida
My Commission Expires:
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JOINDER OF MORTGAGEE
(Easement Area Second Lender)
The undersigned, The Carlisle Group, Inc., a Florida corporation, as Mortgagee (the
"Mortgagee") under that certain Mortgage Deed by Sea Grape Apartments, Ltd., a Florida limited
partnership, in favor of Mortgagee, dated October _, 2008 and recorded in Official Records Book
_ at Page _ ofthe Public Records of Monroe County, Florida, covering all/or a portion of
the Easement Area described in the foregoing Grant of Easement and Right of Use Agreement (the
"Easement"), does hereby acknowledge that the terms of the Easement are and shall be binding upon
the undersigned and its successors in title.
IN WITNESS WHEREOF" these presents have been executed this _ day of
,2008.
WITNESSES:
The Carlisle Group, Inc., a Florida corporation
Print Name:
By:
Lloyd Boggio, President
Print Name:
STATE OF FLORIDA )
)
COUNTY OF MIAMI-DADE)
BEFORE ME, the undersigned authority, this day appeared
known by me to be the of The Carlisle
Group, Inc., a Florida corporation, and he acknowledged to and before me that he executed the said
instrument, acting in herlhis said official capacity, for and as to the act and deed of said corporation
and in its name, for the uses and purposes therein mentioned, and after being duly authorized and
directed. He is: [ ] personally known to me, or [ ] produced as
identification.
WITNESS my hand and official Seal in the County and State aforesaid, on this, the _ day
of ,2008.
Notary Public State of
My Commission Expires:
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JOINDER OF MORTGAGEE
(Phase II First Lender)
The undersigned, Wachovia Bank, National Association, as Mortgagee (the
"Mortgagee") under that certain Leasehold Mortgage, Security Agreement and Fixture Filing by
Sea Grape II, Ltd., a limited partnership, in favor of Mortgagee, dated
, 2008 and recorded in Official Records Book at
Page of the Public Records of Monroe County, Florida, covering all/or a portion of the
property described in the foregoing Grant of Easement and Right of Use Agreement (the
"Easement"), does hereby acknowledge that the terms of the Easement are and shall be binding
upon the undersigned and its successors in title.
IN WITNESS WHEREOF, these presents have been executed this _ day of
,2008.
WITNESSES: Wachovia Bank, National Association, a national
banking association
Print Name:
By:
Name:
Title:
Print Name:
STATE OF )
COUNTY OF )
BEFORE ME, the undersigned authority, this day appeared
known by me to be the of
Wachovia Bank, National Association, a national banking association, and shelhe acknowledged
to and before me that shelhe executed the said instrument, acting in herlhis said official capacity,
for and as to the act and deed of said association and in its name, for the uses and purposes
therein mentioned, and after being duly authorized and directed. Shelhe is: [] personally known
to me, or [ ] produced as identification.
WITNESS my hand and official Seal in the County and State aforesaid, on this, the _
day of , 2008.
Notary Public State of Florida
Print Name
My Commission Expires:
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JOINDER OF FEE OWNER
(Phase I Property and Phase II Property)
The undersigned, Monroe County, a political subdivision of the State of Florida, as the
Fee Simple Owner of the Phase I Property and Phase II Property described in the foregoing
Grant of Easement and Right of Use Agreement (the "Easement"), does hereby acknowledge
that the terms of the Easement are and shall be binding upon the undersigned and its successors
in title.
IN WITNESS WHEREOF, these presents have been executed this _ day of
, 2008.
WITNESSES: MONROE COUNTY
By:
Print Name:
Name:
Title:
Print Name:
ATTEST: DANNY 1. KOLHAGE, CLERK
Deputy Clerk
STATE OF )
COUNTY OF ) ss
BEFORE ME, the undersigned authority, this day appeared
known by me to be the of Monroe
County, a political subdivision of the state of Florida, and shelhe acknowledged to and before
me that shelhe executed the said instrument, acting in her/his said official capacity, for and as to
the act and deed of said County and in its name, for the uses and purposes therein mentioned,
and after being duly authorized and directed. She/he is: [ ] personally known to me, or [ ]
produced as identification.
WITNESS my hand and official Seal in the County and State aforesaid, on this, the _
day of ,2008.
Notary Public State of
My Commission Expires:
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Exhibit "A"
Legal Description
Phase I Property
A Parcel of land in Section 11, Township 66 South, Range 32 East, Key Vaca, Monroe
County, Florida, more particularly described as follows:
Commence at the intersection of the East line of said Section 11 and the Southeasterly
right-of-way line of U.S. Highway 1; thence South along said East line of Section 11 for
285.00 feet to the Point of Beginning; thence continue South for 574.00 feet; thence West
for 91.55 feet; thence North for 24.61 feet; thence West for 140.00 feet; thence North for
549.39 feet; thence East for 231.55 feet to the Point of Beginning.
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Exhibit "8"
Legal Description
Phase II Property
.
PARCEL 1-LEASEHOLD PARCEL:
A parcel of/and In Section 11{ Township 66 South{ Range 32 East{ Key Vaca, Monroe
County{ Florida{ more particularly described as follows:
Begin at the Intersection of the East line of said Section 11 and the Southeasterly Right-Of-
Way line of U.S. Highway No.1; thence South along the said East line of Section 11 for
285.00 feet; thence West for 231.55 feet; thence North 190.74 feet to the Southeasterly
Right-Of-Way line of U.S. Highway No.1; thence North 67051' 00" East{ along the said
Southeasterly Right of way line of U.S. Highway No.1 for 250.00 feet back to the Point of
Beginning.
AND
A strip of land In Section 11{ Township 66 South{ Range 32 East, Key Vaca, Monroe County,
Florida{ more particularly described as follows:
Commencing at the intersection of the East line of said Section 11 and the Southeasterly
Right-Of-Way line of U.S. Highway No.1; thence South 670 51' 00" West, along the
Southeasterly Right-Of-Way line, for 250.00 feet to the Point of Beginning; thence South,
parallel to said East line of Section 11 for 344.62 feet; thence West for 20.00 feet; thence
North 336.48 feet to said Southeasterly Right-Of-Way line; thence North 670 51' 00" East,
along said Southeasterly Right-Of-Way line for 21.59 feet to the Point of Beginning.
PARCEL 2:
A parcel of land in Section 11{ Township 66 South{ Range 32 East{ Key Vaca, Monroe
County{ Florida{ more particularly described as follows:
Commence at the intersection of the East line of said Section 11 and the Southeasterly
Right-Of-Way line of U.S. Highway No.1; thence South along the said East line of Section
11 for 859.00 feet to the Point of Beginning; thence continue South along the said East line
of Section 11 for 70.23 feet; thence West for 231.55 feet; thence North for 94.84 feet;
thence East for 140.00 feet; thence South for 24.61 feet; thence East for 91.55 feet back to
the Point of Beginning.
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