HomeMy WebLinkAboutCedar Valley Tech Works, Inc.-6/22/2015SECOND AMENDED AND RESTATED DEVELOPMENT AGREEMENT
By and Among
CITY OF WATERLOO, IOWA
and
CEDAR VALLEY TECH WORKS, INC.
and
FDP WTC, L.L.C.
Dated July 10 , 2015
TABLE OF CONTENTS
DEVELOPMENT AGREEMENT
ARTICLE I. DEFINITIONS 2
Section 1.1. Definitions 2
ARTICLE II. REPRESENTATIONS AND WARRANTIES 7
Section 2.1. Representations and Warranties of the City 7
Section 2.2. Representations and Warranties of TechWorks 7
Section 2.3. Representations and Warranties of Developer 9
ARTICLE III. TECHWORKS CAMPUS SITE IMPROVEMENTS. 11
Section 3.1. Construction of TechWorks Campus Site Improvements 11
ARTICLE IV. CONSTRUCTION OF FDP IMPROVEMENTS BY DEVELOPER 14
Section 4.1. Construction of FDP Improvements 14
Section 4.2. Construction Plans 14
Section 4.3. Commencement and Completion of Construction 15
Section 4.4. Certificate of Completion 15
ARTICLE V. SECURITY PROVISIONS 16
Section 5.1 Execution of TechWorks Escrow Agreement. 16
Section 5.2. Execution of FDP Escrow Agreement 17
Section 5.3. Execution of Mortgage or Other Collateral 17
Section 5.4. Release of Collateral; Additions to Same 18
Section 5.5 Interest in Collateral 19
ARTICLE VI. CONSTRUCTION OF TECH I BUILDING IMPROVEMENTS 19
Section 6.1. Construction of Tech I Building Improvements 19
Section 6.2. Commencement and Completion of Construction 20
Section 6.3. Security for City Bonds (First and Second Issues)
Section 6.4. Security for City Bonds (Third Issue)
ARTICLE VII. FDP GRANT, FDP LOAN AND TECHWORKS GRANT 20
Section 7.1. FDP Grant 20
Section 7.3. Source of FDP Grant, FDP Loan and TechWorks Grant Funds Limited 21
Section 7.4. Closing; Conditions Precedent to Funding by City 21
Section 8.1. Covenants of TechWorks 24
Section 8.2. Covenants of Developer 25
Section 8.3. Execution of Assessment Agreements 27
ARTICLE IX. INDEMNIFICATION 28
Section 9.1. Release and Indemnification Covenants 28
ARTICLE X. ASSIGNMENT OR TRANSFER 29
Section 10.1. Status of Developer; Transfer of Substantially All Assets 29
Section 10.2. Status of TechWorks; Transfer of Substantially All Assets 29
ARTICLE XI. DEFAULT AND REMEDIES 30
Section 11.1. Events of Default Defined 30
Section 11.2. Remedies on Default 31
Section 11.3. Remedies on Default by City 32
Section 11.4. No Remedy Exclusive 32
Section 11.5. No Implied Waiver 32
Section 11.6. Agreement to Pay Attorneys' Fees and Expenses 33
ARTICLE XII. MISCELLANEOUS 33
Section 12.1.
Section 12.2.
Section 12.3.
Section 12.4.
Notices 33
Governing Law 34
Entire Agreement 34
Severability 34
Section 12.5. Performance by City
34
Section 12.6. No Third Party Beneficiaries
35
Section 12.7. Interpretation 35
Section 12.8. Amendment; Waiver 35
Section 12.9. Successors and Assigns 35
Section 12.10. Assignment of Benefits 35
Section 12.11. Agreement 35
Section 12.12. Termination Date 36
Scope Narrative 44
EXHIBITS
Exhibit A-1 - FDP Property
Exhibit A-2 - Tech I Building Property
Exhibit B-1 - FDP Improvements
Exhibit B-2 - Tech I Building Improvements
Exhibit B-3 — TechWorks Campus Site Improvements
Exhibit C - Minimum Assessment Agreement
Exhibit D - Additional TIF Properties
SECOND AMENDED AND RESTATED DEVELOPMENT AGREEMENT
This Second Amended and Restated Development Agreement ("Agreement") is
made as of the day of July, 2015, by and among the CITY OF WATERLOO,
IOWA, a municipal corporation with its principal offices located at 715 Mulberry Street,
Waterloo, Iowa (the "City"), CEDAR VALLEY TECH WORKS, INC., an Iowa
corporation with its principal offices located at 10 West 4th Street, Suite 310, Waterloo,
Iowa ("TechWorks") and FDP WTC, L.L.C., an Iowa limited liability company with its
principal offices located at 201 North Harrison Street, Suite 402, Davenport, Iowa
("Developer"); collectively referred to as the "Parties" to this Agreement.
WITNESSETH:
WHEREAS, in furtherance of the objectives of Chapter 403 of the Code of Iowa,
2013, as amended (the "Urban Renewal Act"), the City is engaged in carrying out urban
renewal project activities in an area known as the Downtown Waterloo Urban Renewal
and Redevelopment Area ("Urban Renewal Area"); and
WHEREAS, the Developer and TechWorks each own, or will own, certain
property located within the foregoing Urban Renewal Area, as more particularly
described in Exhibits A-1 and A-2 attached hereto and made a part hereof, which
properties together comprise an area referred to herein as the TechWorks Campus; and
WHEREAS, the Developer and TechWorks each are willing to cause certain
building improvements to be constructed on their respective properties, as described
herein; and
WHEREAS, the City anticipates issuing municipal bonds to finance an economic
development grant to TechWorks and the Developer, respectively, and Developer and
TechWorks have each agreed to pay, or cause to be paid, certain projected real estate
taxes by execution of a Minimum Assessment Agreement applicable to their respective
properties; and
WHEREAS, the Developer anticipates obtaining additional financing for the
development of the FDP Improvements and the FDP Property through the use of state
historic tax credits, Reinvestment District Funds (each as defined herein) and other
available debt and equity financing instruments; and
WHEREAS, the Parties have previously executed and entered into a Development
Agreement dated as of January 30, 2012, as amended by the Amended and Restated
Development Agreement dated as of October 14, 2013 (together, the "Prior Agreement")
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relating to the foregoing activities, and now desire to further amend and restate the Prior
Agreement to modify their understandings with respect to the foregoing project activities
and other matters related to this development; and
WHEREAS, the City believes that the development of the TechWorks Campus is
in the vital and best interests of the City and in accordance with the public purposes and
provisions of the applicable State and local laws and requirements under which the
project has been undertaken and is being assisted.
NOW, THEREFORE, in consideration of the mutual covenants and agreements
set forth herein, and other valuable consideration the receipt and sufficiency of which are
hereby acknowledged, it is agreed as follows:
ARTICLE I. DEFINITIONS
Section 1.1. Definitions. In addition to other definitions set forth in this
Agreement, all capitalized terms used and not otherwise defined herein shall have the
following meanings unless a different meaning clearly appears from the context:
Additional TIF Properties means those properties described on Exhibit D hereto.
Affiliate means, with respect to the Developer, any other corporation or limited
liability company that at such time directly or indirectly through one or more
intermediaries Controls, or is Controlled by, or is under common Control with, the
Developer. As used in this definition, "Control" or "Controlled" means the possession,
directly or indirectly, of the power to direct or cause the direction of the management and
policies of such corporation or limited liability company, whether through the ownership
of voting securities, by contract or otherwise.
Agreement means this Second Amended and Restated Development Agreement
and all Exhibits hereto, as the same may be from time to time modified, amended or
supplemented.
Assessment Agreement means the individual Minimum Assessment Agreements
pursuant to Section 8.3 of this Agreement, entered into by and between the City and each
of the Developer and TechWorks, substantially in the form of the Minimum Assessment
Agreement contained in Exhibit C attached hereto, and hereby made a part of this
Agreement.
Assessor's Minimum Actual Value means the agreed minimum actual value of (i)
the FDP Improvements and the FDP Property in the case of the Developer's Assessment
Agreement, and (ii) the Tech I Building and the Tech I Building Property in the case of
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TechWork's Assessment Agreement for calculation and assessment of ad valorem real
property taxes, as set forth in each of the Developer and TechWork's respective
Assessment Agreements.
Award Agreement means the agreement entered into between the City and the
State with respect to the award of the Reinvestment District Funds.
City means the City of Waterloo, Iowa.
City Bonds (First Issue) mean the general obligation bonds or notes issued by the
City to fund the TechWorks Campus Grant to Developer, in the amount of $3,500,000, to
be used for the costs of issuance of the City Bonds (First Issue) and site improvements for
the benefit of all property owners on the TechWorks Campus.
City Bonds (Second Issue) mean the general obligation bonds or notes to be issued
by the City to fund the FDP Grant to Developer and the costs of issuance of the City
Bonds (Second Issue), which bonds shall be limited to a maximum principal amount of
$9,250,000, to be used for the FDP Improvements.
City Bonds (Third Issue) mean the general obligation bonds or notes to be issued
by the City to fund the FDP Loan, capitalized interest thereon, and the costs of issuance
of the City Bonds (Third Issue), which bonds shall be limited to a maximum principal
amount of $8,000,000, to be used for the FDP Improvements.
Code means the Code of Iowa, 2015, as amended.
Construction Escrow Agreement means the agreement described in Section 6.2
hereof.
Construction Plans means the plans, specifications, drawings and related
documents reflecting the construction work to be performed by the Developer and
TechWorks on the TechWorks Campus, FDP Property and Tech I Building Property, as
applicable. In each case, the Construction Plans shall be as detailed as the plans,
specifications, drawings and related documents which are submitted to the building
inspector of the City as required by applicable City codes, and shall include at least the
following: (i) site plan, (ii) floor plan for each floor, (iii) cross-sections of each floor
(length and width), (iv) building elevations (all sides) and (v) adjacent parking
improvements and landscaping.
County means Black Hawk County, Iowa.
Developer means FDP WTC, L.L.C., an Iowa limited liability company, and its
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successors and assigns.
Equity Investor means the state historic tax credit investor with respect to the FDP
Improvements, and its successors and assigns.
Escrow Agreement means the agreement described in Section 6.1 hereof.
Event of Default means any of the events described in Section 11.1 of this
Agreement.
FDP Grant means the economic development grant to be made by the City to
Developer under the provisions of Article VII hereof, which shall be equal in amount to
the net proceeds of the City Bonds (Second Issue) remaining after the payment of all
normal and customary bond issuance costs are paid.
FDP Loan means the economic development loan to be made by the City to
Developer under the provisions of Article VII hereof, which shall be equal in amount to
the net proceeds of the City Bonds (Third Issue) remaining after the payment of all
normal and customary bond issuance costs are paid and the deposit into the capitalized
interest fund described in Section 7.2 hereof.
FDP Improvements shall mean the hotel and office space improvements to be
constructed by the Developer on the FDP Property, together with all related site
improvements described in the Construction Plans for the same, described generally in
Exhibit B-1 hereto.
FDP Property means that portion of the TechWorks Campus owned by the
Developer and described in Exhibit A-1 hereto upon which the FDP Improvements will
be constructed.
First Issue Closing Date means June 27, 2014.
First Mortgage means one or more Mortgages granted to the Lender to secure
loans made pursuant to the Lender Loan Agreement or such other agreements entered
into by the Developer for the benefit of bond investors, a commercial lender or other
financial institution to fund any portion of the construction costs and initial operating
capital requirements of the FDP Improvements as may be consented to by the Lender,
which may be recorded prior to the recording of the Assessment Agreement.
Full Time Employees means either (i) a permanent "full time" employee who
works at least 40 hours per week or 2,080 hours per year or (ii) any combination of "part-
time" employees who, in the aggregate, work at least 2,080 hours per year.
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Historic Tax Credit Transaction means the making of one or more equity
investments by the Equity Investor, or other investor, in "qualified rehabilitation
expenditures" (as defined in Section 47(C)(2) of the Internal Revenue Code and the
Treasury Regulations issued thereunder) for purposes of obtaining state historic tax
credits for the benefit of the Developer and the construction of the FDP Improvements.
Lender means one or more qualified lenders, each of which may make a loan to
the Developer, which loans will be repaid from income resulting from the operation of
the FDP Property and FDP Improvements.
Lender Loan Agreement means one or more loan agreements by and between or
among, a Lender and the Developer, pursuant to which the Lender will make one or more
loans to the Developer to finance the acquisition of the FDP Property and/or construction
of the FDP Improvements.
Mortgage means any mortgage or security agreement in which the Developer has
granted a mortgage or other security interest in the FDP Property, or any portion or parcel
thereof, or any improvements constructed thereon to a Lender.
Reinvestment District means that certain TechWorks Reinvestment District
established by the City under Chapter 15J of the Code, pursuant to the application filed
by the City with the Iowa Economic Development Authority.
Reinvestment District Funds means that the applicable portion of the State sales
and use tax and hotel and motel tax revenues generated by the improvements constructed
and/or reconstructed in the Reinvestment District, that are granted to the City under the
Award Agreement for purposes of funding, among other things, the FDP Loan as
described herein. The Reinvestment District Funds shall be used to pay down the FDP
Loan, as described in Section 7.2 herein.
Second Issue Closing Date means July 1, 2016, or such other date as the parties
hereto may agree upon in writing.
State means the State of Iowa.
Substantial Completion or Substantially Complete means the date on which the
FDP Improvements have been completed in accordance with the Construction Plans to
the extent necessary for the City to issue a certificate of occupancy relating thereto.
Tax Increment means the tax increment revenues collected by the City under the
authority of Section 403.19 of the Code and the City's ordinance implementing the
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division of taxes under Section 403.19 in respect of (i) the FDP Property and the FDP
Improvements constructed thereon by the Developer, (ii) the Tech I Building Property
and the Tech I Building Improvements constructed thereon by TechWorks and (iii) the
Additional TIF Properties.
Tech I Building means the approximately 156,000 square foot building located on
the Tech I Building Property being rehabilitated and renovated as part of the Tech I
Building Improvements.
Tech I Building Improvements means the redevelopment and rehabilitation of the
Tech I Building by TechWorks, together with all related site improvements described in
the Construction Plans for the same, described generally in Exhibit B-2 hereto.
Tech I Building Property means that portion of the TechWorks Campus owned by
TechWorks and described in Exhibit A-2 hereto, upon which the Tech I Building
Improvements will be constructed.
TechWorks means Cedar Valley Tech Works, Inc., an Iowa not-for-profit
corporation, and its successors and assigns.
TechWorks Campus means that portion of the Urban Renewal Area generally
bounded by Westfield Avenue, West Commercial Street arching between the John Deere
Advanced Manufacturing Plant and Jefferson Street extended to River Drive.
TechWorks Campus Grant means the economic development grant to be made by
the City to the Developer under the provisions of Article VII hereof, which shall be equal
in amount to the net proceeds of the City Bonds (First Issue) remaining after the payment
of all normal and customary bond issuance costs are paid.
TechWorks Campus Site Improvements means the curbing, sidewalk, parking and
landscaping improvements to be constructed by the Developer on the TechWorks
Campus under the provisions of Article III hereof, as described in Exhibit B-3 attached
hereto and made a part hereof.
Termination Date means the date of termination of this Agreement, as established
in Section 12.12 of this Agreement.
Third Issue Closing Date means July 1, 2016, or such other date as the parties
hereto may agree upon in writing.
Unavoidable Delays means delays resulting from acts or occurrences outside the
reasonable control of the party claiming the delay including but not limited to storms,
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floods, fires, explosions or other casualty losses, unusual weather conditions, strikes,
boycotts, lockouts or other labor disputes, delays in transportation or delivery of material
or equipment, litigation commenced by third parties, or the acts or failure to act of any
federal, State or local governmental unit (other than the City when acting in good faith).
Urban Renewal Plan means the Urban Renewal Plan approved in respect of the
Downtown Waterloo Urban Renewal and Redevelopment Area, described in the
preambles hereof.
ARTICLE II. REPRESENTATIONS AND WARRANTIES
Section 2.1. Representations and Warranties of the City. The City makes the
following representations and warranties:
(a) The City is a municipal corporation organized under the provisions of the
Constitution and the laws of the State and has the power to enter into this Agreement and
carry out its obligations hereunder.
(b) The execution and delivery of this Agreement, the consummation of the
transactions contemplated hereby, and the fulfillment of or compliance with the terms
and conditions of this Agreement are not prevented by, limited by, in conflict with, or
result in a breach of, the terms, conditions or provisions of any contractual restriction,
evidence of indebtedness, agreement or instrument of whatever nature to which the City
is now a party or by which it is bound, nor do they constitute a default under any of the
foregoing.
(c) This Agreement and any other documents and instruments to be executed
and delivered by the City pursuant to this Agreement, when executed and delivered
pursuant hereto, will constitute the duly authorized, valid and legally binding obligations
of the City and are enforceable in accordance with their respective terms, except as the
same may be limited by bankruptcy, insolvency, reorganization or other laws relating to
or affecting creditors' rights generally.
Section 2.2. Representations and Warranties of TechWorks. TechWorks makes
the following representations and warranties:
(a) TechWorks is a corporation duly organized and validly existing under the
laws of the State of Iowa, and it has all requisite power and authority to own and operate
its properties, to carry on its business as now conducted and as presently proposed to be
conducted, and to enter into and perform its obligations under the Agreement.
(b) This Agreement has been duly and validly authorized, executed and
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delivered by TechWorks and, assuming due authorization, execution and delivery by the
other parties hereto, is in full force and effect and is a valid and legally binding
instrument of TechWorks enforceable in accordance with its terms, except as the same
may be limited by bankruptcy, insolvency, reorganization or other laws relating to or
affecting creditors' rights generally.
(c) The execution and delivery of this Agreement, the consummation of the
transactions contemplated hereby, and the fulfillment of or compliance with the terms
and conditions of this Agreement are not prevented by, limited by, in conflict with, or
result in a violation or breach of, the terms, conditions or provisions of the articles of
organization or bylaws of TechWorks or of any contractual restriction, evidence of
indebtedness, agreement or instrument of whatever nature to which TechWorks is now a
party or by which it or its property is bound, nor do they constitute a default under any of
the foregoing.
(d) There are no actions, suits or proceedings pending or threatened against or
affecting TechWorks in any court or before any arbitrator or before or by any
governmental body in which there is a reasonable possibility of an adverse decision
which could materially adversely affect the business (present or prospective), financial
position or results of operations of TechWorks or which in any manner raises any
questions affecting the validity of the Agreement or TechWorks' ability to perform its
obligations under this Agreement.
(e) TechWorks will cause the Tech I Building Improvements to be constructed
in accordance with the terms of this Agreement, the Urban Renewal Plan, and all local,
State and federal laws and regulations, except for variances necessary to construct the
Tech I Building Improvements contemplated in the Construction Plans.
(f) TechWorks will use its best efforts to obtain, or cause to be obtained, in a
timely manner, all required permits, licenses and approvals, and will meet, in a timely
manner, all requirements of all applicable local, State, and federal laws and regulations
which must be obtained or met before the Tech I Building Improvements may be lawfully
constructed.
(g) Subject to Section 5.2, TechWorks will spend enough in construction of the
Tech I Building Improvements, when combined with the value of the Tech I Building
Property and related site improvements, to equal or exceed the Assessor's Minimum
Actual Value for the Tech I Building Property and the Tech I Building Improvements, as
set forth in Section 8.3 of this Agreement.
(h) The financing commitments, which TechWorks will proceed with due
diligence to obtain, to finance the construction of the Tech I Building Improvements will
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be sufficient to enable TechWorks to successfully complete the construction of the Tech I
Building Improvements as contemplated in this Agreement.
(i) Subject to Section 5.2, TechWorks agrees that the Assessor's Minimum
Actual Value of the Tech I Building Property and the Tech I Building Improvements
described in Section 8.3 hereof will be a reasonable estimate of the actual value of the
same for ad valorem property tax purposes.
(j) TechWorks has not received any notice from any local, State or federal
official that the activities of TechWorks with respect to the Tech I Building may or will
be in violation of any environmental law or regulation (other than those notices, if any, of
which the City has previously been notified in writing). TechWorks is not currently
aware of any State or federal claim filed or planned to be filed by any party relating to
any violation of any local, State or federal environmental law, regulation or review
procedure applicable to the Tech I Building, and TechWorks is not currently aware of
any violation of any local, State or federal environmental law, regulation or review
procedure which would give any person a valid claim under any State or federal
environmental statute with respect thereto.
(k) TechWorks will cooperate fully with the City in resolution of any traffic,
parking, trash removal or public safety problems which may arise in connection with the
construction of the Tech I Building Improvements.
(1) Subject to Section 5.2, TechWorks will proceed with reasonable diligence
and in good faith to substantially complete the construction of the Tech I Building
Improvements within five (5) years after the First Issue Closing Date barring
Unavoidable Delays or unavailability of funding.
(m) TechWorks would not undertake its obligations under this Agreement
without the payment by the City of the TechWorks Campus Grant, being made to
Developer pursuant to this Agreement.
(n) TechWorks reasonably expects but does not warrant that the construction of
the Tech I Building Improvements will result in the creation of approximately 50
temporary construction jobs and an indeterminate number of Full Time Employees
employed by public and private tenants in the completed facility, with the number of Full
Time Employees being substantially affected by the nature of a given tenant's intended
use.
Section 2.3. Representations and Warranties of Developer. Developer makes the
following representations and warranties:
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(a) Developer is a limited liability company duly organized and validly
existing under the laws of the State of Iowa, is authorized to conduct business in the State
of Iowa, and it has all requisite power and authority to own and operate its properties, to
carry on its business as now conducted and as presently proposed to be conducted, and to
enter into and perform its obligations under the Agreement.
(b) This Agreement has been duly and validly authorized, executed and
delivered by Developer and, assuming due authorization, execution and delivery by the
other parties hereto, is in full force and effect and is a valid and legally binding
instrument of Developer enforceable in accordance with its terms, except as the same
may be limited by bankruptcy, insolvency, reorganization or other laws relating to or
affecting creditors' rights generally.
(c) The execution and delivery of this Agreement, the consummation of the
transactions contemplated hereby, and the fulfillment of or compliance with the terms
and conditions of this Agreement are not prevented by, limited by, in conflict with, or
result in a violation or breach of, the terms, conditions or provisions of the certificate of
organization or operating agreement of Developer or of any contractual restriction,
evidence of indebtedness, agreement or instrument of whatever nature to which
Developer is now a party or by which it or its property is bound, nor do they constitute a
default under any of the foregoing.
(d) Except for any pending litigation that has previously been disclosed by the
Developer to the City in writing, there are no actions, suits or proceedings pending or
threatened against or affecting Developer in any court or before any arbitrator or before
or by any governmental body in which there is a reasonable possibility of an adverse
decision which could materially adversely affect the business (present or prospective),
financial position or results of operations of Developer or which in any manner raises any
questions affecting the validity of the Agreement or Developer's ability to perform its
obligations under this Agreement.
(e) Developer will cause the TechWorks Campus Site Improvements and the
FDP Improvements to be constructed in accordance with the terms of this Agreement, the
Urban Renewal Plan and all local, State and federal laws and regulations, except for
variances necessary to construct the TechWorks Campus Site Improvements and FDP
Improvements contemplated in the Construction Plans.
(f) Developer will use its best efforts to obtain, or cause to be obtained in a
timely manner, all required permits, licenses and approvals, and will meet, in a timely
manner, all requirements of all applicable local, State, and federal laws and regulations
which must be obtained or met before the TechWorks Campus Site Improvements and
FDP Improvements may be lawfully constructed.
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(g) Developer will spend enough in construction of the FDP Improvements,
when combined with the value of the FDP Property and related site improvements, to
equal or exceed the Assessor's Minimum Actual Value thereof, as set forth in Section 8.3
of this Agreement.
(h) The financing commitments, which Developer will proceed with due
diligence to obtain, to finance the construction and rehabilitation of the FDP
Improvements will be sufficient to enable Developer to successfully complete the
construction of the FDP Improvements as contemplated in this Agreement, subject to
additional costs incurred due to Unavoidable Delays.
(i) Developer agrees that the Assessor's Minimum Actual Value of the FDP
Improvements is a reasonable estimate of the actual value of the same for ad valorem
property tax purposes.
(j) Developer has not received any notice from any local, State or federal
official that the activities of Developer with respect to the FDP Property may or will be in
violation of any environmental law or regulation (other than those notices, if any, of
which the City has previously been notified in writing). Developer is not currently aware
of any State or federal claim filed or planned to be filed by any party relating to any
violation of any local, State or federal environmental law, regulation or review procedure
applicable to the FDP Property, and Developer is not currently aware of any violation of
any local, State or federal environmental law, regulation or review procedure which
would give any person a valid claim under any State or federal environmental statute with
respect thereto.
(k) Developer will cooperate fully with the City in resolution of any traffic,
parking, trash removal or public safety problems which may arise in connection with the
construction and operation of the TechWorks Campus Site Improvements and the FDP
Improvements.
(1) Developer expects that, subject to any Unavoidable Delays, the FDP
Improvements will be substantially completed by October 1, 2016, subject to the issuance
of the City Bonds (Second Issue), City Bonds (Third Issue), the receipt of the FDP Grant,
and the receipt of the FDP Loan.
(m) Developer would not undertake its obligations under this Agreement
without the payment by the City of the FDP Grant and FDP Loan, being made to
Developer pursuant to this Agreement.
(n) Developer reasonably expects that the construction of the FDP
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Improvements will result in the creation of approximately 50 temporary construction jobs
and approximately 210 Full Time Employees of the hotel and restaurant facilities and of
tenants in the office space portion of the facility.
ARTICLE III. TECHWORKS CAMPUS SITE IMPROVEMENTS
Section 3.1. Construction of TechWorks Campus Site Improvements. The
Developer, either directly or acting through the Developer Affiliate, agrees that it will
cause the TechWorks Campus Site Improvements to be constructed on the TechWorks
Campus in conformance with the Construction Plans submitted to the City. The
Developer agrees that the scope and scale of the TechWorks Campus Site Improvements
to be constructed shall not be significantly less than the scope and scale of the
TechWorks Campus Site Improvements as detailed and outlined in the Construction
Plans. The Developer reasonably expects that the construction of the TechWorks
Campus Site Improvements will require a total investment of not less than Six Million
Dollars ($6,000,000.00).
Section 3.2. Construction Plans. The Developer shall cause Construction Plans to
be provided for the TechWorks Campus Site Improvements, which shall be subject to
approval by the City as provided in this Section 3.2. The City shall approve the
Construction Plans in writing if: (a) the Construction Plans conform to the terms and
conditions of this Agreement; (b) the Construction Plans conform to the terms and
conditions of the Urban Renewal Plan; (c) the Construction Plans conform to all
applicable federal, state and local laws, ordinances, rules and regulations and City permit
and design review requirements; (d) the Construction Plans are adequate for purposes of
this Agreement to provide for the construction of the TechWorks Campus Site
Improvements and (e) no Event of Default under the terms of this Agreement has
occurred; provided, however, that any such approval of the Construction Plans pursuant
to this Section shall constitute approval for the purposes of this Agreement only and shall
not be deemed to constitute approval or waiver by the City with respect to any building,
fire, zoning or other ordinances or regulations of the City, and shall not be deemed to be
sufficient plans to serve as the basis for the issuance of a building permit if the
Construction Plans are not as detailed or complete as the plans otherwise required for the
issuance of a building permit.
The Construction Plans must be rejected in writing by the City within thirty (30)
days of submission or shall be deemed to have been approved by the City. If the City
rejects the Construction Plans in whole or in part, the Developer shall submit new or
corrected Construction Plans within thirty (30) days after receipt by the Developer of
written notification of the rejection, accomplished by a written statement of the City
specifying the respects in which the Construction Plans submitted by the Developer fail
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to conform to the requirements of this Section. The provisions of this Section relating to
approval, rejection and resubmission of corrected Construction Plans shall continue to
apply until the Construction Plans have been approved by the City; provided, however,
that in any event the Developer shall submit Construction Plans which are approved by
the City prior to commencement of construction of the TechWorks Campus Site
Improvements. Approval of the Construction Plans by the City shall not relieve the
Developer of any obligation to comply with the terms and provisions of this Agreement,
or the provisions of applicable federal, state and local laws, ordinances and regulations,
nor shall approval of the Construction Plans by the City be deemed to constitute a waiver
of any Event of Default.
Approval of Construction Plans hereunder is solely for purposes of this
Agreement, and shall not constitute approval for any other City purpose nor subject the
City to any liability for the TechWorks Campus Site Improvements as constructed.
Section 3.3. Commencement and Completion of Construction. Subject to
Unavoidable Delays, the Developer shall cause the TechWorks Campus Site
Improvements to be Substantially Complete no later than October 1, 2016 or by such
other date as the parties shall mutually agree upon in writing. Time lost as a result of
Unavoidable Delays shall be added to extend this date by a number of days equal to the
number of days lost as a result of Unavoidable Delays. All work with respect to the
TechWorks Campus Site Improvements to be constructed or provided by the Developer
shall be in conformity with the Construction Plans.
Until the TechWorks Campus Site Improvements are Substantially Complete, the
Developer shall make such reports to the City, in such details and at such times as may be
reasonably requested by the City, as to the actual progress of the Developer with respect
to the construction of the TechWorks Campus Site Improvements.
Section 3.4. Certificate of Completion. Upon written request of the Developer
after Substantial Completion of the TechWorks Campus Site Improvements, the City will
promptly furnish the Developer with a Certificate of Completion in recordable form.
Such Certificate of Completion shall be conclusive determination of satisfactory
termination of the covenants and conditions of this Agreement with respect to the
obligations of the Developer to construct the TechWorks Campus Site Improvements.
The Certificate of Completion may be recorded in the proper office for the
recordation of deeds and other instruments pertaining to the TechWorks Campus at the
Developer's sole expense. If the City shall refuse or fail to provide a Certificate of
Completion in accordance with the provisions of this Section, the City shall, within
twenty (20) days after written request, provide the Developer with a written statement
indicating in adequate detail in what respects the Developer has failed to complete the
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TechWorks Campus Site Improvements in accordance with the provisions of this
Agreement, or is otherwise in default under the terms of this Agreement, and what
measures or acts will be necessary, in the reasonable opinion of the City, for the
Developer to take or perform in order to obtain such Certificate of Completion; provided,
however, if the Developer has constructed the TechWorks Campus Site Improvements in
accordance with the Construction Plans as approved by the City, the City shall not
require the Developer to take or perform any additional actions relating thereto to obtain
such Certificate of Completion.
ARTICLE IV. CONSTRUCTION OF FDP IMPROVEMENTS BY DEVELOPER
Section 4.1. Construction of FDP Improvements. (a) The Developer, either
directly or acting through the Developer Affiliate, agrees that it will cause the FDP
Improvements to be constructed on the FDP Property in conformance with the
Construction Plans submitted to the City. The Developer agrees that the scope and scale
of the FDP Improvements to be constructed shall not be significantly less than the scope
and scale of the FDP Improvements as detailed and outlined in the Construction Plans.
The Developer reasonably expects that the construction of the FDP Improvements will
require a total investment of not less than Thirty Eight Million Dollars ($38,000,000).
(b) For purposes of constructing the FDP Improvements, the City hereby agrees
that Developer, or its Affiliates, may form one or more Affiliates for the purpose of
consummating a Historic Tax Credit Transaction in connection with the construction of
the FDP Improvements. In furtherance of such transaction, the Developer may transfer
or lease the FDP Property to such Affiliate, so long as the terms of any such transfer of
the FDP Property are consented to in writing by the City, which consent shall not be
unreasonably withheld, conditioned or delayed. The Developer shall remain fully
responsible for all of its obligations under this Agreement, notwithstanding any transfer
of the FDP Property to an Affiliate and the assumption of any of the Developer's
obligations hereunder.
Section 4.2. Construction Plans. The Developer shall cause Construction Plans to
be provided for the FDP Improvements, which shall be subject to approval by the City as
provided in this Section 4.2. The City shall approve the Construction Plans in writing if:
(a) the Construction Plans conform to the terms and conditions of this Agreement; (b) the
Construction Plans conform to the terms and conditions of the Urban Renewal Plan; (c)
the Construction Plans conform to all applicable federal, state and local laws, ordinances,
rules and regulations and City permit and design review requirements; (d) the
Construction Plans are adequate for purposes of this Agreement to provide for the
construction of the FDP Improvements and (e) no Event of Default under the terms of
this Agreement has occurred; provided, however, that any such approval of the
Construction Plans pursuant to this Section shall constitute approval for the purposes of
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this Agreement only and shall not be deemed to constitute approval or waiver by the City
with respect to any building, fire, zoning or other ordinances or regulations of the City,
and shall not be deemed to be sufficient plans to serve as the basis for the issuance of a
building permit if the Construction Plans are not as detailed or complete as the plans
otherwise required for the issuance of a building permit.
The Construction Plans must be rejected in writing by the City within thirty (30)
days of submission or shall be deemed to have been approved by the City. If the City
rejects the Construction Plans in whole or in part, the Developer shall submit new or
corrected Construction Plans within thirty (30) days after receipt by the Developer of
written notification of the rejection, accomplished by a written statement of the City
specifying the respects in which the Construction Plans submitted by the Developer fail
to conform to the requirements of this Section. The provisions of this Section relating to
approval, rejection and resubmission of corrected Construction Plans shall continue to
apply until the Construction Plans have been approved by the City; provided, however,
that in any event the Developer shall submit Construction Plans which are approved by
the City prior to commencement of construction of the FDP Improvements. Approval of
the Construction Plans by the City shall not relieve the Developer of any obligation to
comply with the terms and provisions of this Agreement, or the provision of applicable
federal, state and local laws, ordinances and regulations, nor shall approval of the
Construction Plans by the City be deemed to constitute a waiver of any Event of Default.
Approval of Construction Plans hereunder is solely for purposes of this
Agreement, and shall not constitute approval for any other City purpose nor subject the
City to any liability for the FDP Improvements as constructed.
Section 4.3. Commencement and Completion of Construction. Subject to
Unavoidable Delays, the Developer shall cause the FDP Improvements to be
Substantially Complete no later than October 1, 2016 or by such other date as the parties
shall mutually agree upon in writing. Time lost as a result of Unavoidable Delays shall
be added to extend this date by a number of days equal to the number of days lost as a
result of Unavoidable Delays. However, an extension of the completion date for the FDP
Improvements shall not affect the Assessor's Minimum Actual Value thereof. All work
with respect to the FDP Improvements to be constructed or provided by the Developer
shall be in conformity with the Construction Plans.
Until the FDP Improvements are Substantially Complete, the Developer shall
make such reports to the City, in such details and at such times as may be reasonably
requested by the City, as to the actual progress of the Developer with respect to the
construction of the FDP Improvements.
Section 4.4. Certificate of Completion. Upon written request of the Developer
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after issuance of an occupancy permit for the FDP Improvements, the City will promptly
furnish the Developer with a Certificate of Completion in recordable form. Such
Certificate of Completion shall be conclusive determination of satisfactory termination of
the covenants and conditions of this Agreement with respect to the obligations of the
Developer to construct the FDP Improvements.
The Certificate of Completion may be recorded in the proper office for the
recordation of deeds and other instruments pertaining to the FDP Property at the
Developer's sole expense. If the City shall refuse or fail to provide a Certificate of
Completion in accordance with the provisions of this Section, the City shall, within
twenty (20) days after written request, provide the Developer with a written statement
indicating in adequate detail in what respects the Developer has failed to complete the
FDP Improvements in accordance with the provisions of this Agreement, or is otherwise
in default under the terms of this Agreement, and what measures or acts it will be
necessary, in the reasonable opinion of the City, for the Developer to take or perform in
order to obtain such Certificate of Completion; provided, however, if the Developer has
constructed the FDP Improvements in accordance with the Construction Plans as
approved by the City, the City shall not require the Developer to take or perform any
additional actions relating thereto to obtain such Certificate of Completion.
ARTICLE V. CONSTRUCTION OF TECH I BUILDING IMPROVEMENTS
Section 5.1. Construction of Tech I Building Improvements. TechWorks agrees
that it will cause the Tech I Building Improvements to be constructed on the Tech I
Building Property in conformance with the Construction Plans submitted to the City.
TechWorks agrees that the scope and scale of the Tech I Building Improvements to be
constructed shall not be significantly less than the scope and scale of the Tech I Building
Improvements as detailed and outlined in the Construction Plans.
Section 5.2. Commencement and Completion of Construction. Subject to
Unavoidable Delays and availability of funding, TechWorks shall use reasonable efforts
to cause construction of the Tech I Building Improvements to be undertaken within five
(5) years following the First Issue Closing Date and completed as soon as possible
according to the Construction Plans, or by such other date as the City and TechWorks
shall mutually agree upon in writing. Time lost as a result of Unavoidable Delays shall
be added to extend any completion date by a number of days equal to the number of days
lost as a result of Unavoidable Delays. All work with respect to the Tech I Building
Improvements to be constructed or provided by TechWorks shall be in conformity with
the Construction Plans for the Tech I Building Improvements. TechWorks agrees that the
$3 million allocated under the Award Agreement for the Tech I Building Improvements
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shall be used only for physical infrastructure improvements, unless otherwise approved
by the City in writing.
Until Substantial Completion of the Tech I Building Improvements, TechWorks
will provide reports to the City, in such details and at such times as may be reasonably
requested by the City, as to the actual progress of TechWorks with respect to the
construction of the Tech I Building Improvements.
ARTICLE VI. SECURITY PROVISIONS
Section 6.1. Execution of TechWorks Campus Escrow Agreement. To the extent
agreed upon by the Lender and TechWorks, on or before the First Issue Closing Date,
TechWorks, the City, an agreed upon escrow agent (the "Escrow Agent"), and such other
parties as they consider appropriate, shall execute and enter into an Escrow Agreement
(which shall be in form satisfactory to all parties relating thereto, including the City, in its
sole discretion), relating to the deposit of the proceeds of the TechWorks Campus Grant.
Subsequent to the time all or a portion of the TechWorks Campus Grant is placed
in escrow, the Developer may draw upon the TechWorks Grant proceeds in order to be
reimbursed for costs and expenses incurred according to the Construction Plans and other
related development costs associated with the TechWorks Campus Site Improvements.
Developer shall be required to provide the Escrow Agent with satisfactory evidence of
such expenses according to the terms of the Escrow Agreement in order for the Escrow
Agent to release the requested portion of the TechWorks Campus Grant proceeds to
Developer.
Section 6.2. Execution of Construction Escrow Agreement. To the extent agreed
upon by the Lender and Developer, on or before the Second Issue Closing Date, the
Developer, the City, the Escrow Agent, and such other parties as they consider
appropriate, shall execute and enter into a Construction Escrow Agreement (which shall
be in form satisfactory to all parties relating thereto, including the City, in its sole
discretion), relating to the deposit of the proceeds of the FDP Grant, the FDP Loan
described in Section 7.2, and all other proceeds of the construction financing obtained by
the Developer to construct the FDP Improvements in accordance with the Construction
Plans.
Section 6.3. Security for City Bonds (First and Second Issues).
(a) The parties intend that the Assessment Agreement executed by the
Developer will result in the Tax Increment from the FDP Improvements being sufficient
to fully pay the principal and interest on the City Bonds (First Issue) and City Bonds
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(Second Issue) as the same shall become due. The Developer shall deliver to the City, on
or before the Second Issue Closing Date, a promissory note from the Developer,
personally guaranteed by Rodney Blackwell, as security for the Developer's obligation to
make supplementary or shortfall payments to the City under Section 3 of the Assessment
Agreement. The form of promissory note and personal guaranty shall be in form
reasonably satisfactory to the City.
(b) In consideration for the payment of $550,000 by the Developer to the City
on or before the Second Issue Closing Date, the City hereby waives any claim that may
be said to arise under Section 8.3 of the Prior Agreement as a result of the Minimum
Assessed Value assigned to the FDP Property and the FDP Improvements as of January
1, 2015.
Section 6.4. Security for City Bonds (Third Issue).
(a) As set forth in Section 7.2, the parties intend that the FDP Loan shall be
funded solely from the proceeds of the City Bonds (Third Issue), and that the City Bonds
(Third Issue) will not require the application of Tax Increment or general tax revenues to
repay the same, but instead that the same shall be payable solely from the sources
described in this section. On or before the Third Issue Closing Date, Developer shall
deliver to the City (i) a promissory note signed by the Developer in the amount of the
FDP Loan, and (ii) a personal guaranty from each of Rodney Blackwell, Thad DenHartog
and Larry Anderson, limited in the principal amounts of $2 million, $1 million and $1
million, respectively, to secure the repayment of the City Bonds (Third Issue) as
described in this section. The form of promissory note and personal guaranty shall be
acceptable to the City, in its reasonable discretion.
(b) To the extent, and in the form, permitted by the Lender, in its reasonable
discretion, on or before the Third Issue Closing Date, the Developer shall execute and
deliver a Mortgage in favor of the City, in form reasonably satisfactory to the City and
subject only to the First Mortgage held by the Lender. In exchange for the Developer
providing the Mortgage, the City shall execute and/or provide: (i) to the Developer or
Lender a standstill agreement relating to the Mortgage in favor of the First Mortgage
Lender, and (ii) any applicable Lender or Equity Investor with a Subordination, Non -
Disturbance, and Attornment Agreement (the "SNDA"), customarily used in Historic Tax
Credit Transactions, for the benefit of the Developer, any applicable Lender, and the
Equity Investor.
(c) On or before the Third Issue Closing Date, the Developer will establish and
unconditionally grant to the City a first security interest in, and assign all rights to, a
working capital account to be held in trust by the Escrow Agent for the benefit of the
City. Such account shall contain a continual balance of not less than $500,000. Proceeds
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of the account shall be applied by the Escrow Agent to make up any shortfall in the
revenues available to pay principal and interest on the City Bonds (Third Issue), and if
not so used shall be used to make the final interest payments thereon. In connection with
any refinancing of the City Bonds (Third Issue), the City shall give consideration to
releasing or reducing the amount required to be maintained in such account.
(d) On or before the Third Issue Closing Date, the Developer shall also
unconditionally assign to the City its interest in Waterloo Hotel, LLC, including all rights
to proceeds resulting from a lease with the hotel operator. Rights to the lease payments
may be a second lien obligation, junior and subordinate to the extent and in the manner
approved by the City to a first lien obligation granted to Developer's Lender. The form
of the assignment and all other documents relating to the loan from the Developer's
Lender shall be acceptable to the City, in its reasonable discretion.
ARTICLE VII. FDP GRANT, FDP LOAN
AND TECHWORKS CAMPUS GRANT
Section 7.1. FDP Grant. For and in consideration of the obligations being
assumed by the Developer as set forth herein, and as a necessary means of achieving the
goals and objectives of the Urban Renewal Plan, the City agrees (subject to the
conditions set forth in this Article) to make the FDP Grant to Developer. The FDP Grant
shall be disbursed by the City to the Escrow Agent, for the benefit of the Developer, in
one or more installments commencing on the Second Issue Closing Date, subject to the
provision of Section 7.5 hereof. The Developer may draw upon the FDP Grant proceeds
in order to be reimbursed for costs and expenses incurred according to the Construction
Plans and other related development costs associated with the FDP Improvements and
FDP Property. At least $1.2 million of the FDP Grant shall be used by the Developer for
site and building improvements to the Tech I Building, as detailed in a written
expenditure schedule approved by the City in writing. The Developer shall be required to
provide the Escrow Agent with satisfactory evidence of such expenses in order for the
Escrow Agent to release the requested portion of the FDP Grant proceeds to the
Developer. Proceeds of the FDP Grant shall be used by Developer solely and only for
the purposes of paying costs of constructing the FDP Improvements.
Section 7.2. FDP Loan. (a) For and in consideration of the obligations being
assumed by the Developer as set forth herein, and as a necessary means of achieving the
goals and objectives of the Reinvestment District and the Urban Renewal Plan, the City
agrees (subject to the conditions set forth in this Article) to make the FDP Loan to
Developer. The FDP Loan shall be disbursed to the Escrow Agent, for the benefit of the
Developer, in one or more installments commencing on the Third Issue Closing Date,
subject to the provision of Section 7.5 hereof. Proceeds of the FDP Loan shall be used by
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the Developer solely and only for the purposes of paying costs of constructing the FDP
Improvements, and the Developer shall be required to provide the Escrow Agent with
satisfactory evidence of such expenses according to the terms of the Escrow Agreement
in order for the Escrow Agent to release the requested portion of the FDP Loan proceeds
to the Developer. The Developer shall utilize funds received from the FDP Loan on an
equal, pro -rata basis with the funds provided by the Lender for payment of project costs,
and shall certify all such amounts previously drawn from each source to the Escrow
Agent when seeking disbursements of the FDP Loan proceeds.
(a) The FDP Loan shall be funded solely and only from the proceeds of the
City Bonds (Third Issue). Prior to making any deposit with the Escrow Agent, the City
shall deposit $1,125,777 of the net proceeds received from the City Bonds (Third Issue)
in a capitalized interest fund on the date of the Third Issue Closing Date, such fund to be
maintained by the City and used solely for the purpose of paying interest on the City
Bonds (Third Issue) as the same shall become due. Upon depletion of the capitalized
interest fund, and from and after such date Developer shall make all subsequent interest
payments on the City Bonds (Third Issue), by paying the applicable amounts of interest
due on the City Bonds (Third Issue) to the City at least three (3) business days before the
semi-annual interest payment date (June 1 and December 1). City shall use all such
amounts received from the Developer to pay interest on the City Bonds (Third Issue).
(b) Subject in all respects to the Award Agreement and the rules of the Iowa
Economic Development Authority, as the City receives incremental sales and hotel -motel
tax revenue from the Reinvestment District under the Award Agreement, the City will
escrow all such authorized funds in a separate account (the "IRD Account") and use the
same to pay the principal of the City Bonds (Third Issue) as the same becomes due, and
the balance due on the FDP Loan shall be reduced automatically by the amount of
principal so paid. Developer shall make up any shortfall in scheduled principal payments
on the City Bonds (Third Issue) (and any bonds issued by the City to refinance the same)
if amounts received under the Award Agreement are insufficient to fully pay the same,
promptly upon written demand by the City. The City Bonds (Third Issue) shall be issued
with a right on the part of the City to redeem all principal after seven (7) years from the
issue date, and on such first call date all amounts then held in the City's IRD Account
shall be used to pay as much of the principal balance outstanding of the City Bonds
(Third Issue) as is possible. Thereafter, all amounts deposited in the City's IRD Account
shall be used to pay down any remaining principal of the City Bonds (Third Issue) as
rapidly as possible, including by means of optional redemption. In connection with any
redemption of the City Bonds (Third Issue) that is not funded with amounts on deposit in
the City's IRD Account, City shall issue new bonds for payment of the principal being
called for redemption. Developer recognizes and agrees that, in accordance with the
Award Agreement, the City shall apply 8% of all amounts received under the Award
Agreement to other approved projects.
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Section 7.3. TechWorks Campus Grant. For and in consideration of the
obligations being assumed by TechWorks and Developer as set forth herein, and as a
necessary means of achieving the goals and objectives of the Urban Renewal Plan, the
City agrees (subject to the conditions set forth in this Article) to make the TechWorks
Campus Grant to Developer. The TechWorks Campus Grant shall be disbursed to the
Escrow Agent (as defined in Section 6.1 above), for the benefit of the Developer, in one
or more installments commencing on the First Issue Closing Date, subject to the
provision of Section 7.5 hereof. Proceeds of the TechWorks Campus Grant shall be used
by Developer solely and only for the purposes of paying costs of the TechWorks Campus
Site Improvements. TechWorks shall have no responsibilities under the TechWorks
Campus Grant.
Section 7.4. Source of FDP Grant, FDP Loan and TechWorks Campus Grant
Funds Limited. The TechWorks Campus Grant, the FDP Grant and the FDP Loan shall
be payable solely and only from the proceeds of the City Bonds (First Issue), City Bonds
(Second Issue) and City Bonds (Third Issue), respectively, and shall not be payable in
any manner by general taxation or from any other City funds. The parties further
acknowledge and agree that the City Bonds (First Issue), City Bonds (Second Issue) and
the City Bonds (Third Issue) shall be sold at such times, on such terms and conditions,
bear such interest rates, mature at such times and in such amounts as the City, in its sole
discretion, shall determine to be acceptable to it. The City's obligation to issue the City
Bonds (First Issue), the City Bonds (Second issue), the City Bonds (Third Issue) and
make the TechWorks Campus Grant, FDP Grant, and FDP Loan as described in this
Article shall be subject in all respects to Unavoidable Delays, the provisions of this
Article, and to the satisfaction of all conditions and procedures required (in the judgment
of bond counsel for the City), by Chapters 384 and 403 of the Code with respect to the
issuance of the City Bonds (First Issue), City Bonds (Second Issue) and City Bonds
(Third Issue), including the holding of all required public hearings relating to the same.
Section 7.5. Closing; Conditions Precedent to Funding by City.
(a) The complete or initial funding by the City of the TechWorks Campus
Grant, the FDP Grant and the FDP Loan on the First Issue Closing Date, Second Issue
Closing Date and Third Issue Closing Date, respectively, shall be deemed an agreement
of the parties that the applicable conditions of closing shall have been satisfied or waived.
If the conditions set forth in this Section are not satisfied at the First Issue Closing Date,
the Second Issue Closing Date or the Third Issue Closing Date, as applicable, this
Agreement shall terminate unless a new First Issue Closing Date, Second Issue Closing
Date or Third Issue Closing Date, as applicable, is established by amendment to this
Agreement. The termination of this Agreement shall be the sole remedy available to
City, TechWorks or Developer if, for whatever reason, a condition set forth in this
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Section is not satisfied at the First Issue Closing Date, Second Issue Closing Date or the
Third Issue Closing Date, as applicable, it being understood that each party shall
nonetheless incur costs and liabilities prior to the First Issue Closing Date, Second Issue
Closing Date or Third Issue Closing Date for which they alone are responsible. The City,
TechWorks and Developer each expressly assume all responsibility for the costs and
liabilities they may each so incur prior to the First Issue Closing Date, Second Issue
Closing Date, and Third Issue Closing Date respectively, and agree to indemnify and
hold each other harmless therefrom.
(b) It is recognized and agreed that the ability of the City to perform the
obligations described in this Agreement, including the payment of the TechWorks
Campus Grant, FDP Grant and FDP Loan, is subject to completion and satisfaction of
certain separate City Council actions and required legal proceedings relating to the
issuance of the City Bonds (First Issue), City Bonds (Second Issue), City Bonds (Third
Issue), including the holding of public hearings on the same, and the approval of the
security agreements described in Article V herein. Specifically, the closing of the
transactions contemplated by this Agreement and all the obligations of City, TechWorks
and Developer, as applicable, under this Agreement are subject to fulfillment, on or
before the First Issue Closing Date, Second Issue Closing Date, and Third Issue Closing
Date, respectively, of each of the following conditions precedent:
(i) The representations and warranties made by TechWorks in Section
2.2 and by the Developer in Section 2.3 shall be true and correct as of the First
Issue Closing Date with the same force and effect as if made at such date. The
representations and warranties made by Developer in Section 2.3 shall be true and
correct as of the Second Issue Closing Date and Third Issue Closing Date with the
same force and effect as if made at such time.
(ii) The City shall have approved all applicable zoning, subdivision, or
platting of the Techworks Property necessary for immediate development and
construction of the Tech I Building Improvements, and shall have amended the
Urban Renewal Plan to include the project activities described in this Agreement,
by the First Issue Closing Date. The City shall have approved all applicable
zoning, subdivision, or platting of the FDP Property necessary for immediate
development and construction of the FDP Improvements by the Second Issue
Closing Date and Third Issue Closing Date.
(iii) Developer and TechWorks shall be in material compliance with all
the terms and provisions of this Agreement as of the First Issue Closing Date. The
Developer shall be in material compliance with all the terms and provisions of this
Agreement as of the Second Issue Closing Date and Third Issue Closing Date.
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(iv) The City shall have completed the sale of all or a portion of the
authorized City Bonds (First Issue), City Bonds (Second Issue) and City Bonds
(Third Issue), as applicable, on such terms and conditions as it shall deem
necessary or desirable in its sole discretion.
(v) The City Council shall have approved the Construction Plans for the
TechWorks Campus Site Improvements by the First Issue Closing Date. The City
Council shall have approved the Construction Plans for the FDP Improvements by
the Second Issue Closing Date and Third Issue Closing Date.
(vi) The Developer shall have furnished the City with evidence, in a
form satisfactory to the City, that Developer has firm contractual commitments,
including guaranteed maximum prices for all components thereof, for construction
of the TechWorks Campus Site Improvements and the FDP Improvements in
conformance with the Construction Plans by the First Issue Closing Date, the
Second Issue Closing Date and Third Issue Closing Date.
(vii) The Developer shall have provided the City with evidence, in a form
satisfactory to the City in its sole discretion, that Developer has firm contractual
commitments from Lenders and investors for funds that are sufficient, without
further reinvestment or the deposit of additional proceeds, to complete the
construction of the TechWorks Campus Site Improvements and the FDP
Improvements in accordance with the Construction Plans, including reasonable
contingencies for change orders and other customary matters, as of the Second
Issue Closing Date and the Third Issue Closing Date.
(viii) Execution and recording of the Developer Assessment Agreement
between the City and the Developer pursuant to Section 8.3 of this Agreement
shall have occurred by the Second Issue Closing Date and be in effect as of the
Third Issue Closing Date.
(ix) The City Council shall have approved the form of Mortgage,
promissory note, guaranty and other security documents to be delivered to the City
under Article VI hereof by the Second Issue Closing Date and all such security
documents shall be in effect as of the Third Issue Closing Date.
(x) Execution by the Developer and delivery to the City of the
Mortgage, promissory note, guaranty and other security documents required under
Article VI of this Agreement by the Second Issue Closing Date, and all such
security documents shall be in effect as of the Third Issue Closing Date.
(xi) Execution by TechWorks, Developer, City and all other parties of
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the Escrow Agreement required under Section 6.1 of this Agreement on or before
the First Issue Closing Date. Execution by the Developer, City and all other
parties of the Construction Escrow Agreement required under Section 6.2 of this
Agreement shall be required on or before the Second Issue Closing Date and shall
be in effect as of the Third Issue Closing Date.
(xii) Receipt by the City of legal opinions rendered on behalf of the
Developer related to the authority and enforceability of this Agreement and any
and all other agreements entered into between the City and the Developer, in the
form reasonably requested by the City on or before the Second Issue Closing Date
and Third Issue Closing Date.
(xiii) There has not been, as of the Second Issue Closing Date and the
Third Issue Closing Date, a substantial change for the worse in the financial
resources and ability of the Developer, or a substantial decrease in the financing
commitments secured by the Developer for construction of the FDP
Improvements, which change(s) makes it likely, in the reasonable judgment of the
City, that the Developer will be unable to fulfill its covenants and obligations
under this Agreement.
ARTICLE VIII. COVENANTS
Section 8.1. Covenants of TechWorks. TechWorks agrees with the City as
follows:
(a) TechWorks will maintain, preserve and keep its properties (whether owned
in fee or a leasehold interest), including but not limited to the Tech I Building, in good
repair and working order, ordinary wear and tear excepted, and from time to time will
make all necessary repairs, replacements, renewals and additions.
(b) In carrying out the construction and operation of the Tech I Building
Improvements, TechWorks shall not discriminate against any employee or applicant for
employment because of race, creed, color, sex, national origin, age, religion, marital
status, familial status, or physical disability. TechWorks shall ensure that applicants for
employment are considered, and that employees are treated during employment, without
regard to their race, creed, color, sex, national origin, age, religion, marital status, familial
status, or physical disability.
(c) TechWorks shall pay, or cause to be paid, when due, all real property taxes
and assessments payable with respect to all and any parts of the Tech I Building Property
that are properly determined to be taxable under Iowa law. TechWorks agrees that (i) it
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will not seek administrative review or judicial review of the constitutionality of any Iowa
tax statute relating to the taxation of property contained on the Tech I Building Property
determined by any tax official to be applicable to the appropriate portion(s) of the Tech I
Building Property that pertain(s) to non-exempt uses, or TechWorks or raise the
inapplicability or constitutionality of any such tax statute as a defense in any proceedings,
including delinquent tax proceedings and (ii) it will not seek any tax deferral or
abatement, either presently or prospectively authorized under Iowa Code Chapter 403 or
404, or any other State law, of the taxation of real property contained on the Tech I
Building Property, except on such terms as shall be acceptable to City in connection with
any phase or segment of the Tech I Building Improvements for the benefit of a tenant or
occupant other than Tech Works. As of the date of this Agreement, TechWorks is a
501(c)(3) exempt organization, and the Tech I Building Property is exempt from taxation
under Iowa law.
(d) TechWorks will comply with all applicable land development laws and
City ordinances, and all laws, rules and regulations relating to its businesses, other than
laws, rules and regulations where the failure to comply with the same or the sanctions and
penalties resulting therefrom, would not have a material adverse effect on the business,
property, operations, or condition, financial or otherwise, of TechWorks.
(e) TechWorks agrees during construction of the Tech I Building
Improvements and thereafter until the Termination Date to maintain builder's risk,
property damage, and liability insurance coverages with respect to the Tech I Building in
such amounts as are customarily carried by like organizations engaged in activities of
comparable size and liability exposure with insurance companies reasonably satisfactory
to the City, together with such additional coverages as the City may reasonably request,
and shall provide evidence of such coverages to the City upon request.
(f) On or before the First Issue Closing Date, and no less than quarterly
thereafter, TechWorks shall report to the City the status of its efforts to secure firm
commitments for construction and permanent financing for the Tech I Building
Improvements in an amount sufficient, together with all funding commitments, to
complete the Tech I Building Improvements in conformance with the applicable
Construction Plans. When such commitments have been secured to the reasonable
satisfaction of TechWorks and the City, TechWorks shall undertake construction of the
Tech I Building Improvements as provided in Article VI. Before undertaking such
Improvements or any phase of Improvements for a limited portion of the Tech I Building,
TechWorks shall execute one or more Assessment Agreements in the form and content
acceptable to City to fix the Assessor's Minimum Actual Value for the Tech I Building
Improvements and the Tech I Building Property, or any portion of such Improvements or
Property if developed in phases.
25
Section 8.2. Covenants of Developer. The Developer agrees with the City as
follows:
(a) The Developer will maintain, preserve and keep the FDP Property (whether
owned in fee or a leasehold interest), including but not limited to the FDP Improvements,
in good repair and working order, ordinary wear and tear excepted, and from time to time
will make all necessary repairs, replacements, renewals and additions.
(b) In carrying out the construction and operation of the FDP Improvements,
the Developer shall not discriminate against any employee or applicant for employment
because of race, creed, color, sex, national origin, age, religion, marital status, familial
status, or physical disability. The Developer shall ensure that applicants for employment
are considered, and that employees are treated during employment, without regard to
their race, creed, color, sex, national origin, age, religion, marital status, familial status, or
physical disability.
(c) The Developer shall pay, or cause to be paid, when due, all real property
taxes and assessments payable with respect to all and any parts of the FDP Property. The
Developer agrees that (i) it will not seek administrative review or judicial review of the
applicability or constitutionality of any Iowa tax statute relating to the taxation of
property contained on the FDP Property determined by any tax official to be applicable to
the FDP Property, or the Developer, or raise the inapplicability or constitutionality of any
such tax statute as a defense in any proceedings, including delinquent tax proceedings
and (ii) it will not seek any tax deferral, credit or abatement, either presently or
prospectively authorized under Iowa Code Chapter 403 or 404, or any other State law, of
the taxation of real property contained on the FDP Property.
(d) The Developer will comply with all applicable land development laws and
City and County ordinances, and all laws, rules and regulations relating to its businesses,
other than laws, rules and regulations where the failure to comply with the same or the
sanctions and penalties resulting therefrom, would not have a material adverse effect on
the business, property, operations, or condition, financial or otherwise, of the Developer.
(e) The Developer agrees during construction of the FDP Improvements and
thereafter until the Termination Date to maintain builder's risk, property damage, and
liability insurance coverages with respect to the FDP Improvements in such amounts as
are customarily carried by like organizations engaged in activities of comparable size and
liability exposure with insurance companies reasonably satisfactory to the City, together
with such additional coverages as the City may reasonably request, and shall provide
evidence of such coverages to the City upon request.
26
(f) To assist the City in monitoring the performance of the Developer
hereunder, a duly authorized officer of the Developer shall determine and certify to the
City, on an annual basis, the number of Full Time Employees employed at the FDP
Improvements as of the date of the certification and as the first day of each of the
preceding eleven (11) months. The first such certification shall be provided within 10
days of November 1, 2016, with subsequent certifications being provided within 10 days
of November 1 of each year until November 1, 2036 or such earlier date in which no City
Bonds (Second Issue) are outstanding. Developer shall collect the information required
from tenants of the FDP Improvements to verify the employment information provided
by Developer in the annual certifications; provided, however, that employee names and
other personal information need not be provided.
(g) All businesses (or operators of businesses) located in the TechWorks
Campus that generate sales and/or hotel/motel taxes shall provide quarterly sales and tax
collection information to the City and TechWorks.
Section 8.3. Execution of Assessment Agreements. (a) The Developer and
TechWorks (and the holders of any applicable First Mortgages, including the Lender)
each shall agree to, and with the City shall execute, an Assessment Agreement pursuant
to the provisions of Section 403.6(19) of the Code of Iowa specifying the Assessor's
Minimum Actual Value of the FDP Property and the Tech I Building Property,
respectively, and the improvements located thereon for calculation of real property taxes.
(b) The Developer (and the holders of any First Mortgage or lienholders,
including the Lender) shall agree to a minimum actual value for the FDP Improvements
and the FDP Property which will result in an assessment as of January 1, 2016 of not less
than Seventeen Million Dollars ($17,000,000) for the completed improvements (such
minimum actual value at the time applicable is herein referred to as the "Assessor's
Minimum Actual Value").
(c) TechWorks shall enter into an Assessment Agreement prior to commencing
any construction of the Tech I Building Improvements, or any separate phase of
Improvements for a limited portion of the Tech I Building, fixing the Assessor's
Minimum Actual Value for the completed improvements as of January 1 of the year
following substantial completion of the Tech I Building Improvements, or such phase of
Improvements as are the subject of the Assessment Agreement.
(d) Nothing in the Assessment Agreements shall limit the discretion of the
Assessor to assign an actual value to the property in excess of the applicable Assessor's
Minimum Actual Value nor prohibit the Developer or TechWorks, as applicable, from
seeking through the exercise of legal or administrative remedies a reduction in such
actual value for property tax purposes; provided, however, that the Developer or
27
TechWorks, as applicable, shall not seek a reduction of such actual value below the
applicable Assessor's Minimum Actual Value in any year so long as the Assessment
Agreement shall remain in effect. The Assessment Agreements shall remain in effect
until the Termination Date set forth in Section 12.12 hereof. The Assessment
Agreements shall be certified by the County Assessor as provided in Iowa Code Section
403.6(19) and shall be filed for record in the office of the County Recorder of the County,
and such filing shall constitute notice to any subsequent encumbrancer or purchaser of
the applicable property (or part thereof), whether voluntary or involuntary, and such
Assessment Agreement shall be binding and enforceable in its entirety against any such
subsequent purchaser or encumbrancer, including the holder of any First Mortgage or
lienholder.
(e) In the event that the City determines that (i) 100% of the Tax Increment
collected by the City in any fiscal year in respect of the FDP Property and the FDP
Improvements, plus (ii) 50% of the Tax Increment collected in that year in respect of the
Additional TIF Properties (but only if such Tax Increment is not otherwise obligated to
be used for payment or reimbursement of any incentives paid or costs incurred by the
City with respect to the development of such Additional TIF Properties), is or will be less
than the amount required during that fiscal year to fully pay all debt service on the City
Bonds (Second Issue), Developer shall make a supplementary payment to the City,
promptly upon the City's written demand for the same, equal to the shortfall amount, as
described in Section 3 of the Assessment Agreement.
ARTICLE IX. INDEMNIFICATION
Section 9.1. Release and Indemnification Covenants.
(a) The Developer and TechWorks each releases the City and the governing
body members, officers, agents, servants and employees thereof (hereinafter, for purposes
of this Article, the "indemnified parties") from, covenant and agree that the indemnified
parties shall not be liable for, and agree to indemnify, defend and hold harmless the
indemnified parties against, any loss or damage to property or any injury to or death of
any person occurring at or about or resulting from any defect in the FDP Improvements
or the Tech I Building Improvements, as applicable.
(b) Except for any willful misrepresentation, any willful or wanton misconduct,
or any unlawful act of the indemnified parties, the Developer and TechWorks each agree
to protect and defend the indemnified parties, now or forever, and further agree to hold
the indemnified parties harmless, from any claim, demand, suit, action or other
proceedings whatsoever by any person or entity whatsoever arising or purportedly arising
from (i) any violation of any agreement or condition of this Agreement (except with
28
respect to any suit, action, demand or other proceeding brought by the Developer or
TechWorks against the City to enforce its rights under this Agreement), or (ii) the
acquisition and condition of the FDP Property or the Tech I Building Property, as
applicable, and the construction, installation, ownership, and operation of the FDP
Improvements and Tech I Building Improvements or (iii) any hazardous substance or
environmental contamination located in or on the FDP Property or the Tech I Building
Property, as applicable, but only to the extent such liability has not been previously
transferred to and accepted by the City in writing.
(c) The indemnified parties shall not be liable for any damage or injury to the
persons or property of the Developer and TechWorks or their officers, agents, servants or
employees or any other person who may be about the FDP Improvements or the Tech I
Building Improvements, respectively, due to any act of negligence of any person, other
than any act of negligence on the part of any such indemnified party or its officers,
agents, servants or employees.
(d) The enforcement of the indemnification provisions under this Article IX,
and elsewhere in this Agreement, shall only be enforced individually against the
Developer or TechWorks depending on the party responsible for the occurrence resulting
in the need for such indemnification. The City agrees that if such occurrence resulted on
or as a result of the FDP Property and FDP Improvements, such indemnification may be
sought only from the Developer. The City agrees that if such occurrence resulted on or
as a result of the Tech I Building Property or the Tech I Building Improvements, such
indemnification may be sought only from TechWorks. It shall be the City's
responsibility to show cause consistent with this Section 9.1(d) to request such
indemnification from either the Developer or Techworks.
(e) The provisions of this Article shall survive the termination of this
Agreement.
ARTICLE X. ASSIGNMENT OR TRANSFER
Section 10.1. Status of Developer; Transfer of Substantially All Assets. As
security for the obligations of the Developer under this Agreement, to the extent
expressly permitted by the Lender, the Developer represents and agrees that prior to the
Termination Date, the Developer will not sell, lease or otherwise transfer the FDP
Property or the FDP Improvements or wind up or dispose of all or substantially all of its
assets or assign its interest in this Agreement to any other party; provided that the
Developer may sell, lease or otherwise transfer the FDP Improvements to a partnership,
corporation or limited liability company organized under the laws of one of the United
States, or an individual, or dispose of all or substantially all of its assets as an entirety or
assign its interest in this Agreement to any other party and thereafter wind up and be
29
discharged from liability hereunder, so long as any net proceeds of the sale, lease or other
transfer are first used to pay off the City Bonds (First Issue), City Bonds (Second Issue)
and City Bonds (Third Issue), prior to any payment of proceeds to the Developer, if (i) to
the Lender, or assignee thereof; (ii) the transferee partnership, corporation, limited
liability company or individual assumes in writing all of the obligations of the Developer
or its Affiliate under this Agreement and the Assessment Agreement; and (iii) the City
receives such new security from the successor developer to assure the completion of
construction and the continued operation of the FDP Improvements during the term of
this Agreement as the City deems necessary or desirable and, if determined by the City to
be necessary or appropriate, in its sole discretion, the existing guarantees and security
provided pursuant to this Agreement will remain in effect and will be enforceable against
the existing Developer upon a default by the successor developer with respect to
completion or operation of the FDP Improvements. Notwithstanding the provisions of
clauses (ii) or (iii) to the contrary, if the Lender is the successor developer, the Lender
shall not be required to provide any additional security to the City. Notwithstanding this
Section 10.1 to the contrary, the City affirmatively acknowledges that leasing the FDP
Property and FDP Improvements by the Developer according to the terms of a Master
Lease used in accordance to customary Historic Tax Credit Transactions shall not be
considered an assignment or transfer of substantially all assets as such term is used in this
Section 10.1.
Section 10.2. Status of TechWorks; Transfer of Substantially All Assets. As
security for the obligations of TechWorks under this Agreement, TechWorks represents
and agrees that prior to the Termination Date, TechWorks will not transfer the Tech I
Building or wind up or dispose of all or substantially all of its assets or assign its interest
in this Agreement to any other party; provided that TechWorks may sell or otherwise
transfer the Tech I Building to a partnership, corporation or limited liability company
organized under the laws of one of the United States, or an individual, or assign its
interest in this Agreement to any other party and thereafter wind up and be discharged
from liability hereunder if (i) the transferee partnership, corporation, limited liability
company or individual assumes in writing all of the obligations of TechWorks under this
Agreement and the Assessment Agreement; and (ii) the City receive such new security
from the successor developer to assure the completion of construction and the continued
operation of the Tech I Building Improvements during the term of this Agreement as the
City deem reasonably necessary or desirable.
ARTICLE XL DEFAULT AND REMEDIES
Section 11.1. Events of Default Defined. The following shall be "Events of
Default" under this Agreement and the term "Event of Default" shall mean, whenever it
is used in this Agreement, any one or more of the following events continuing beyond
any applicable cure periods:
30
(a) Failure by the Developer or TechWorks to cause the construction of the
TechWorks Campus Site Improvements, FDP Improvements or Tech I Building
Improvements, respectively, to be commenced and completed pursuant to the terms,
conditions and limitations of this Agreement;
(b) Transfer by the Developer or TechWorks of any interest (either directly or
indirectly) in the FDP Improvements or the Tech I Building, respectively, or in this
Agreement or any other assignment in violation of the provisions of Article X of this
Agreement;
(c) Failure by the Developer or TechWorks to timely pay (before delinquency)
all ad valorem property taxes levied on the FDP Property or Tech I Building,
respectively;
(d) Failure by the City, Developer or TechWorks to substantially observe or
perform any covenant, condition, obligation or agreement on their part to be observed or
performed under this Agreement or the Assessment Agreement;
(e) The Developer:
(A) files any petition in bankruptcy or for any reorganization,
arrangement, composition, readjustment, liquidation, dissolution, or similar relief
under the United States Bankruptcy Act of 1978, as amended, or under any similar
federal or state law; or
(B) makes an assignment for the benefit of its creditors; or
(C) admits in writing its inability to pay its debts generally as they
become due; or
(D) is adjudicated a bankrupt or insolvent; or if a petition or answer
proposing the adjudication of the Developer as a bankrupt or its reorganization
under any present or future federal bankruptcy act or any similar federal or state
law shall be filed in any court and such petition or answer shall not be discharged
or denied within ninety (90) days after the filing thereof; or a receiver, trustee or
liquidator of the Developer or part thereof, shall be appointed in any proceedings
brought against the Developer and shall not be discharged within ninety (90) days
after such appointment, or if the Developer shall consent to or acquiesce in such
appointment; or
(E) defaults under the Mortgage or any of the security documents
31
described in Sections 6.3 or 6.4 hereof.
(f) Any representation or warranty made by the Developer or TechWorks in
this Agreement, or made by the Developer in any written statement or certificate
furnished by the Developer pursuant to this Agreement, shall prove to have been
incorrect, incomplete or misleading in any material respect on or as of the date of the
issuance or making thereof.
(g) The City acknowledges and affirms that the Events of Default listed in this
Article 11, and elsewhere in this Agreement, shall only be applied against the defaulting
party. An Event of Default by TechWorks will not result in an Event of Default by the
Developer under this Agreement, and any remedies sought by the City due to such Event
of Default by TechWorks shall solely be sought from TechWorks and not the Developer.
An Event of Default by the Developer will not result in an Event of Default by
TechWorks under this Agreement, and any remedies sought by the City due to such
Event of Default by the Developer shall solely be sought from the Developer and not
TechWorks.
Section 11.2. Remedies on Default. Whenever any Event of Default referred to in
Section 11.1 of this Agreement occurs and is continuing, the City, as specified below,
may take any one or more of the following actions against the defaulting party, and only
the defaulting party, after giving of thirty (30) days' written notice by the City to the
defaulting party of the Event of Default, but only if the Event of Default has not been
cured within said thirty (30) days, or if the Event of Default cannot reasonably be cured
within thirty (30) days and the defaulting party does not provide assurances reasonably
satisfactory to the City that the Event of Default will be cured as soon as reasonably
possible:
(a) The City may suspend its performance under this Agreement until it
receives assurances from the defaulting party, deemed adequate by the City, that
the defaulting party will cure its default and continue its performance under this
Agreement;
(b) Subject to the SNDA, if the Event of Default is attributable to the
Developer, the City shall be entitled to recover, and Developer shall pay to the
City, an amount equal to the amount remaining to be paid on the principal and
interest on the outstanding City Bonds (Second Issue), and the City may take any
action, including any legal action, it considers necessary or desirable to recover
such amount from Developer; or
(c) Subject to the SNDA, the City may take any other action, including
legal, equitable or administrative action, which may appear necessary or desirable
32
to enforce performance and observance of any obligation, agreement, or covenant
of the defaulting party, as the case may be, under this Agreement, the Mortgage or
any of the other security documents described in Sections 6.3 or 6.4 hereof;
provided, however, the City shall not be permitted to exercise any remedy that
would adversely impact the Historic Tax Credit Transaction.
The Lender shall have the right, but not the obligation, to cure any default by the
Developer during the period described above.
Section 11.3. Remedies on Default by City. Whenever any Event of Default
referred to in Section 11.1(d) of this Agreement occurs and is continuing by the City, the
Developer or TechWorks may take or cause to be taken, such action against the City to
require it to specifically perform its obligations set forth herein.
Section 11.4. No Remedy Exclusive. No remedy herein conferred upon or
reserved to any party herein is intended to be exclusive of any other available remedy or
remedies, but each and every remedy shall be cumulative and shall be in addition to every
other remedy given under this Agreement or now or hereafter existing at law or in equity
or by statute. No delay or omission to exercise any right or power accruing upon any
default shall impair any such right or power or shall be construed to be a waiver thereof,
but any such right and power may be exercised from time to time and as often as may be
deemed expedient.
Section 11.5. No Implied Waiver. In the event any agreement contained in this
Agreement should be breached by any party and thereafter waived by any other party,
such waiver shall be limited to the particular breach so waived and shall not be deemed to
waive any other concurrent, previous or subsequent breach hereunder.
Section 11.6. Agreement to Pay Attorneys' Fees and Expenses. Whenever any
Event of Default occurs and the City shall employ attorneys or incur other expenses for
the collection of payments due or to become due or for the enforcement or performance
or observance of any obligation or agreement on the part of the defaulting party herein
contained, the defaulting party agrees that it shall, on demand therefor, pay to the City the
reasonable fees of such attorneys and such other expenses as may be reasonably and
appropriately incurred by the City in connection therewith. In the event any suit, action or
proceeding is brought by any party to establish, obtain or enforce any rights under this
Agreement or for the breach of any warranty, representation, covenant, term or condition
hereof, the prevailing party in such suit, action or proceeding, including an appeal to an
appellate court arising therefrom, shall be entitled to recover reasonable attorneys' fees in
addition to costs. For purposes of this paragraph prevailing party shall mean the party in
whose favor any final, non -appealable judgment is entered.
33
ARTICLE XII. MISCELLANEOUS
Section 12.1. Notices. Any notice, demand, or other communication under this
Agreement by either party to the other shall be effective upon receipt or refusal of receipt
to the following addresses:
(a) in the case of Developer, is addressed or delivered personally to
Developer at:
FDP WTC, L.L.C.
201 North Harrison Street, Suite 402
Davenport, Iowa 52801
Attention: Rodney A. Blackwell
(b) in the case of TechWorks, is addressed or delivered personally to
TechWorks at:
Cedar Valley Tech Works, Inc.
10 West 4th Street, Suite 300
Waterloo, Iowa 50701
Attention: President
(c) in the case of the City, is addressed to or delivered personally to the
City at:
City of Waterloo, Iowa
715 Mulberry Street
Waterloo, Iowa 50703
Attn: City Clerk
Any party may change the address for notices to be delivered to it, and copies
thereof to any address other than a post office box by serving not less than ten (10) days
prior written notice to the other party in accordance with the provisions contained in this
paragraph.
Section 12.2. Governing Law. The parties intend that this Agreement and the
relationship of the parties shall be governed by the laws of the State of Iowa applicable to
contracts wholly to be performed therein. The parties agree that any action, suit or
34
proceeding based upon any matter, claim or controversy arising hereunder or relating
hereto shall be brought solely in the state or federal courts located in Black Hawk
County, Iowa. The parties irrevocably waive objection to the venue of the above-
mentioned courts, including any claim that such action, suit or proceeding has been
brought in an inconvenient forum.
Section 12.3. Entire Agreement. This Agreement and exhibits attached constitute
the entire agreement of the parties and supersedes the Prior Agreement and all prior
offers, agreements, arrangements and contracts, whether oral or written, concerning the
subject matter hereof.
Section 12.4. Severability. If any provision of this Agreement or the application
of such provision to any person or circumstance shall be held invalid, then the remainder
of this Agreement or the application of such provision to persons or circumstances other
than those to which it is held invalid shall not be affected thereby and the parties shall
thereupon amend this Agreement to legally and most closely embody the spirit and intent
of the invalid provisions.
Section 12.5. Performance by City. (a) Developer and TechWorks each
acknowledge and agree that all of the obligations of the City under this Agreement shall
be subject to, and performed by the City in accordance with, all applicable statutory,
common law or constitutional provisions and procedures consistent with the City's lawful
authority.
(b) All covenants, stipulations, promises, agreements and obligations of the
City contained in this Agreement shall be deemed to be the covenants, stipulations,
promises, agreements and obligations of the City, and not of any governing body
member, officer, agent, servant or employee of the City in the individual capacity thereof.
Section 12.6. No Third Party Beneficiaries. No rights or privileges of any party
hereto shall inure to the benefit of any landowner, contractor, subcontractor, material
supplier, or any other person or entity and no such contractor, landowner, subcontractor,
material supplier, or any other person or entity shall be deemed to be a third -party
beneficiary of any of the provisions contained in this Agreement.
Section 12.7. Interpretation. Section headings are for convenience of reference
only and are in no way intended to interpret, define or limit the scope or content of this
Agreement or any provision hereof and shall be given no legal effect in the interpretation
of this Agreement. This Agreement shall not be construed more strictly against one party
than against the other merely by virtue of the fact that it may have been prepared by
counsel for one of the parties, it being recognized that the parties hereto and their
respective attorneys have contributed substantially and materially to the preparation of
35
IN WITNESS WHEREOF, the parties have set their hands and seals the day and
year above first written.
ATTEST:
STATE OF IOWA
) SS
COUNTY OF BLACK HAWK )
On this 0'-h day of J v i t1 , 2015, before me a Notary
Public in and for said State, personally appeared Ernest G. Clark and Suzy Schares, to me
personally known, who being duly sworn, did say that they are the Mayor and City Clerk,
respectively, of the City of Waterloo, Iowa, a Municipality created and existing under the
laws of the State of Iowa, and that the seal affixed to the foregoing instrument is the seal
of said Municipality, and that said instrument was signed and sealed on behalf of said
Municipality by authority and resolution of its City Council, and said Mayor and City
Clerk acknowledged said instrument to be the free act and deed of said Municipality by it
voluntarily executed.
CITY OF WA I'ERLOO, IOWA
Mayor
NANCY HIGBY
COMMISSION NO.788229
MY COMMISSION EXPIRES
0-3 'n
37
Notary Public and I'd th' State of Iowa
STATE OF IOWA
) SS
COUNTY OF BLACK HAWK
By:
CEDAR VALLEY TECH WORKS,
INC.
°vv.Steven J. Dust, resident
On this / day of , 2015, before me the undersigned, a
Notary Public in and for said fate, g ersonally appeared Steven J. Dust, to me personally
known, who, being by me duly s 'orn, did say that he is the President of Cedar Valley
Tech Works, Inc., and that said instrument was signed on behalf of said corporation; and
that the said Steven J. Dust, as such officer, acknowledged the execution of said
instrument to be the voluntary act and deed of said company, by it voluntarily executed.
KELLEY M FELCHLE'
COMMISSION NO.773284
MY COMMISSION EXPIRES
JUNE 6, 2018
38
otary P
c in and for the State of Iowa
FDP WTC, L.L.C.
By:
STATE OF
SS
COUNTY OF 'C )
On this' day of J'tf , 2015, before me the undersigned, a
Notary Public in and for said State, personally appeared Rodney &ckwe.P.L , to me
personally known, who, being by me duly sworn, did V say that he/she is the
Maur 41 ,virhe of FDP WTC, L.L.C., and that said instrument was signed on behalf
of said limited liability company; and that the said as such
officer acknowledged the execution of said instrument to be the voluntary act and deed of
said limited liability company, by it voluntarily executed.
39
Public in and for said City and State
JENNIFER KAKERT
o Commission Number 788332
My Commission Expires
February 9, 2018
EXHIBIT A-1
LEGAL DESCRIPTION OF FDP PROPERTY
[SEE NEXT PAGE]
40
Leael Da o ttton
That portion of Lot One (1) of Teclmolm Addition. Waterloo. Slack Hawk County.
I. described esfallore
Commando(' at the Southeast comer d said Lot 1;
Thence South (12°1557 West on aha South lined said Let 1. a dt8atce of
215.87tothe pond d beglnn0g
film foaming four courses ere m field South One)
Thence waving South 6?1S5T West. 152.87 feet
Thence South 87•2g55' West, 78.84 feet
Thence South 83'34'08' West, 20.45feetto the beginning d an 83333 -foot
radius pays concave Northerly end having a long chant d 14929 fed bearing
South 88'43'54' West
Thence Westerly on theme of said cum 1620 feet
Thence North 151538' West. 165E8 feet
Thence Noah 20'28'28' West, 29.17 feet
Thence South 88°5528' West,44.61 feet
Thence Nadi 20°1751 West, 30937;
Thence Noah 87oO00' East. 568.03 feet
Thence South 21'00'00' East, 65.70 feet to the hegtming of e 142.132 -foot radius
chord cenaeve Southerly end having a brig chord of 9158 feet bearing South
Thence E�ossopazerY on the arc of said cease, 9323feat° en East One or sub Lot 1
and the begeming of 8 251844od radius purge concave Eastedy and having e
long chord d 13155 feat bearing South 4'2718° West
Thence Sealaty on the arc of sold ane end men East One of said Lot 1. a
distance of 132.88 feet
Thence Soap 59'4531' Weston en East line d ead Lot 1. a dsten e of 2027
feet
Thence South 3171179' East on an East One of said La 1. a distanced 65.85
feet mace South 8r33'56' West 75.11 feet
Thence South 49'48'02' West. 108.25 feet
Thence 50010 18'1411' 883.143.74 feet to the pond of begnrd g.
LINE TABLE
1S 6729'55' W 76.84'
S 63'34'08' W 20.45'
RAD -833.33' L=150.19'
X10'12'14'
LC=S 68'43'54' W
1 N 20'28'28` W
S 8055'29" W
S 21'00'00' E
RAD=142.62' A=93.23'
A-37"24.00.
LC -S 8735'27' E L=91.58'
® RA0=281.84' A-132.98'
p 2W07'13"
LC=S 4'27'38" W L=131.55'
1 5 59'48'31' W 20.27'
S 3011'29' E 65.85'
S 59.33'58. W 75.11'
129 9�'
44.81'
65.70'
OWNER:
CEDAR VALLEY TECHWORKS, INC. FD. CUT 'x •
N89'48'45'E
NI
wl
=1
bII
in'
I
*1
W
h
811
I �
NOTES:
O 50 100
LEGEND
200
PLAT OF SURVEY
Auditor's Parcel 'F'
City of Waterloo
Black Hawk County, Iowa
• FOUND momerT AS NOTED
O SET l/r Ram Lasuc
CAP 08 � 'A9t�
POB PONT OF Emmen
OIMCStON 00 RECORD
— SURVEY BOUNDARY
()
0
.. S
A t
11
Z
a
tr
SURVEYOR:
AMENT DESIGN
2327 FALLS AVE., SUITE 8
WATERLOO, IA 50701
(319) 233-1323
Parcel 'F'
6:10 Ac.
/ .
/ 0..9 14 ' .' bior,)h
i't® / t,n4S
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1) Distances are In feet end decimate thereof.
2) Beatings are based on the Iowa State Plana Coordinate System (North
Zona), NAD 83 (CORE 98) (Epoch 2002.0000) as derived from the Iowa
Real Time Network gaRTN).
3) Descanted parcel minstrel 8.10 ares.
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Exhibit A -2
Legal Description
Lot One (1), Techworks Addition, Waterloo, Black Hawk County, Iowa,
EXCEPT Lot One (1), John Deere Museum Addition, Document No. 2013-09487 in the Black
Hawk County Recorder's Office,
AND EXCEPT Parcel "F", in the Southwest Quarter of Section Twenty-three (23), Township
Eighty-nine North (T89N), Range Thirteen West (R13W), and in the Northwest Quarter of
Section Twenty-six (26), Township Eighty-nine North (T89N), Range Thirteen West (R13W),
Document No. 2013-19092 in said Recorder's Office.
(File: My Documents\Legal Descriptions\David's. Legal Descriptions\Techworks Add.ld)
EXHIBIT B-1
FDP IMPROVEMENTS
The FDP Improvements consist generally of the rehabilitation and renovation of
the existing "Tech 2 Building" located on the TechWorks Campus to create "The Green
@ TechWorks Campus", a mixed-use facility including:
• An upscale travel hotel, currently anticipated to be a Courtyard by Marriott,
or equivalent, of approximately 180 guest rooms operated by Hospitality Specialists, Inc.
or an equivalent operator, having design qualities, features and amenities equal to or
better than those displayed/listed in the Marriott Courtyard proto-model materials, or
comparable to a business -class hotel facility. If the hotel will not be a Courtyard by
Marriott operated by HSI, the City and TechWorks have the right to review and approve
a change of hotel flag or operator;
• A dine in restaurant, banquet space, catering services and an additional
small, on-site hotel breakfast and room -service restaurant. The design of these facilities
will be consistent with the Invision drawing of the first floor of Tech 2 submitted to
IDEA in the IRD application, meet or exceed standards required by the hotel flag and
also are anticipated to meet Deere's on-site and off-site catering needs. The banquet
facility is anticipated to be approximately 5,000 SF. The restaurant will be
approximately 5,300 SF and will include opportunities for outside seating. If the dine -in
restaurant is franchised or operated by any party other than the Developer, City and
TechWorks have the right to approve the theme, franchise and operator.; and
• Developer acknowledges that it has executed a lease for a term of seven (7)
years with two (2) five (5) year extension options with Deere & Company for a 15,000
square foot training center in the Tech 2 Building;
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EXHIBIT B-2
TECH I BUILDING IMPROVEMENTS
The Tech I Building Improvements consist generally of the redevelopment and
rehabilitation of the approximately 156,000 square foot building located on the Tech I
Building Property into the offices and laboratories for the Center for Technology
Advancement, and for future use and occupancy by new businesses focused on bio -
products and renewable energy, including an industrial incubator operation on the second
floor, and private manufacturing for the balance of the renovated space.
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EXHIBIT B-3
1ECHWORKS CAMPUS SITE IMPROVEMENTS
Scope Narrative
General scope of work:
Site improvements will be completed at the north, west, and south sides of the existing John
Deere Museum. In general, work will include:
• North parcel — demolition of existing site improvements, new concrete parking lot, new
concrete entrance plaza and sidewalks, landscaping/lawn areas, and new parking
lot/pedestrian lighting.
• West parcel — demolition of existing site improvements, new concrete driveway and
lawn areas.
• South parcel — demolition of existing site improvements, new concrete parking lot, new
concrete/brick paver upper entrance plaza, concrete retaining walls, landscaping/lawn
areas, and new parking lot/pedestrian lighting.
Scope Inclusions:
• Demolition
o Existing trees, concrete sidewalks, concrete paving, and concrete landscaping
walls will be removed as shown on the design documents. Areas shown to remain
will be protected to minimize damage during construction. Concrete removed will
be crushed on site and reused as subbase for paved areas.
o The existing concrete floor slab on the north side of the site that is left over from
that building demolition will be removed. Should it be necessary to remove any
existing concrete foundations, that demolition will be treated as an unforeseen
condition and will be covered within the unforeseen
o All concrete or other demolition waste material will remain on the site.
• Site Utility Construction
o New storm water utilities will be installed for water management.
o New water main for site fire hydrants.
• Earthwork
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o Grading as required on drawings with a bid alternate for additional work at the
south parking area.
o Import of soils as required for landscaping areas or as fill material.
o Import of rock sub base below parking areas with a bid alternate for additional
work at the south parking area.
o Geo grid under paving per drawings with a bid alternate for additional work at the
south parking area.
o Bid alternate to fracture (for drainage) the existing concrete slab -on -grade at the
NW parcel and cover with 18" of black dirt.
• Site Concrete
o Concrete sidewalks as shown on the drawings.
o Curb and gutter as shown on the drawings with a bid alternate for additional work
at the south parking area.
o Landscaping curbs as shown .on the drawings.
o Retaining walls as shown on the drawings.
o Flag pole bases at locations shown on the drawings.
• Landscaping
o Provide and install skyline honey locust and thornless cockspur hawthorn trees at
locations shown on the drawings.
o Provide and install the following ornamental grasses at locations shown on the
drawings: Karl Forrester feather reed grass and switch grass.
o Provide and install turf grass seeding at irrigated locations as shown on the
drawings.
o Provide and install low maintenance grass seeding at non -irrigated areas shown
on the drawings.
o Provide and install bio swale plantings and turf reinforcing matt as shown on the
drawings.
o Provide and install planting beds at landscaped areas, including: bed prep, pre -
emergent, weed barrier fabric, river rock/hardwood mulch (as indicated on
drawings).
45
o Irrigation system & controller at lawn areas indicated on drawings and drip
irrigation system at planter beds.
o Clay brick pavers at sidewalk areas as shown on the drawings.
o Site Accessories as shown on the drawings, including: benches, trash receptacles,
and flag poles.
• Site Electrical
o Parking lot lighting on 25 -foot poles.
o Pedestrian walkway lighting.
o Flag pole up lighting.
o Site signage illuminations.
o Cast in place lighting at stairs.
o Allowance for parking lot security cameras.
• Budget Allowance
o Site identification signage - $35,000
• Bid Alternates included as part of base budget
o NW Parcel — fracture existing S.O.G. concrete cover with 18" black dirt, seed -
$48,000
■ South parking — grading, P.C.C. paving , striping - $53,000
• General Requirements
o Site supervision
o Jobsite office
o Project Management
o General Liability Insurance
o Construction contingency-- 3%
o Owner unforeseen conditions contingency (existing foundations, existing utility
tunnels, unsuitable or contaminated soils) — 9.5%
46
o Items not included — winter conditions for concrete and performance/payment
bond
• Scope removed from budget that may be added when budget for unforeseen conditions
can be re -allocated:
o Limestone
■ 2' x cap at retaining wall and type 3 landscape curb