HomeMy WebLinkAboutCedar Valley Tech Works, Inc-10/14/2013AMENDED AND RESTATED DEVELOPMENT AGREEMENT
By and Among
CITY OF WATERLOO, IOWA
and
CEDAR VALLEY "TECH WORKS, INC.
and
FDP WTC, L.L.C.
Dated October , 2013
TABLE OF CON TENTS
DEVELOPMENT AGREEMENT
ARTICLE I. DEFINITIONS 2
Section 1.1. Defmitions 2
ARTICLE II. REPRESENTATIONS AND WARRANTIES 6
Section 2.1. Representations and Warranties of the City 6
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 Improvements 11
Section 3.2. Construction Plans 11
Section 3.3. Commencement and Completion of Construction 11-1-2
Section 3.4. Certificate of Completion 114-3
ARTICLE IV. CONSTRUCTION OF FDP IMPROVEMENTS BY DEVELOPER 1314
Section 4.1. Construction of FDP Improvements 134-1-
Section
3-14Section 4.2. Construction Plans 1412
Section 4.3. Commencement and Completion of Construction 1512
Section 4.4. Certificate of Completion 15-14
ARTICLE V. SECURITY PROVISIONS 1613
Section 5.1. Execution of TechWorks Escrow Agreement. 1613
Section 5.2. Execution of FDP Escrow Agreement 164-4
Section 5.3. Execution of Mortgage or Other Collateral 174-4
Section 5.4. Release of Collateral; Additions to Same 1715
Section 5.5. Interest in Collateral 1816
ARTICLE VI. CONSTRUCTION OF TECH I BUILDING IMPROVEMENTS 184-6
Section 6.1. Construction of Tech I Building Improvements 184-6
Section 6.2. Commencement and Completion of Construction 184-6
ARTICLE VII. FDP GRANT AND TECHWORKS GRANT 194-6
Section 7.1. FDP Grant 194-4
Section 7.2. TechWorks Campus Grant 19-1-7
Section 7.3. Source of FDP Grant and TechWorks Grant Funds Limited 191-7
Section 7.4. Closing; Conditions Precedent to Funding by City /0.1-7
ARTICLE VIII. COVENANTS 20
Section 8.1. Covenants of TechWorks 2220
Section 8.2. Covenants of Developer 742 -1 -
Section 8.3. Execution of Assessment Agreements -)5a2
ARTICLE IX. INDEMNIFICATION 2623
Section 9.1. Release and Indemnification Covenants 623
ARTICLE X. ASSIGNMENT OR TRANSFER 2724
Section 10.1. Status of Developer; Transfer of Substantially All Assets 2724
Section 10.2. Status of TechWorks; Transfer of Substantially All Assets 7825
ARTICLE XI. DEFAULT AND REMEDIES 2825
Section 11.1. Events of Default Defined 282
Section 11.2. Remedies on Default 302-7
Section 11.3. Remedies on Default by City 3024
Section 11.4. No Remedy Exclusive 3124
Section 11.5. No Implied Waiver 3124
Section 11.6. Agreement to Pay Attorneys' Fees and Expenses 3124
ARTICLE XII. MISCELLANEOUS 3128
Section 12.1. Notices 3124
Section 12.2. Governing Law 3229
Section 12.3. Entire Agreement 3230
Section 12.4. Severability 3330
Section 12.5. Performance by City 3330
Section 12.6. No Third Party Beneficiaries 333-0
Section 12.7. Interpretation 3330
Section 12.8. Amendment; Waiver 3330
Section 12.9. Successors and Assigns 3434
Section 12.10. Assignment of Benefits 3431
Section 12.11. Agreement 343--1-
Section 12.12. Termination Date 343 -1 -
EXHIBITS
Exhibit A-1
Exhibit A-2
Exhibit B-1 -
Exhibit B-2 -
Exhibit B-3
Exhibit C -
Exhibit D -
- FDP Property
- Tech I Building Property
FDP Improvements
Tech I Building Improvements
TechWorks Campus Site Improvements
Minimum Assessment Agreement
Additional TIF Properties
AMENDED AND RESTA 1'hD DEVELOPMENT AGREEMENT
This Amended and Restated Development Agreement ("Agreement") is made as
of the day of October, 2013, by and among the CITY OF WA 1'ERLOO, 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,
2011, 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 the economic
development grants described herein, 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 federal
and state historic tax credits and other available debt and equity financing instruments;
and
WHEREAS, the Parties have heretofore executed and entered into a Development
Agreement dated as of January 30, 2012 ("Original Agreement") relating to the foregoing
activities, and now desire to amend and restate the Original Agreement and memorialize
their current understandings with respect to the foregoing project activities and other
1
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 defmitions 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 TIT 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 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 Minimum Assessment Agreements entered into
by and between the City and each of the Developer and TechWorks pursuant to Section
83, substantially in the form of the Agreement contained in Exhibit C attached hereto in
the case of the Developer, and in the case of TechWorks, in such form and content as
shall be acceptable to City and TechWorks, and in each case hereby made a part of this
Agreement.
Assessor's Minimum Actual Value means the agreed minimum actual taxable
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 TechWork's Assessment Agreement for calculation and assessment of ad
2
valorem real property taxes, as set forth in each of the Developer and TechWork's
respective Assessment Agreements.
City means the City of Waterloo, Iowa.
City Bonds (First Issue) mean the general obligation bonds or notes to be issued
by the City to fund the TechWorks Campus Grant to Developer, which shall be limited to
a principal amount of not to exceed $3,500,000, the proceeds of which shall be used for
the costs of construction of the TechWorks Campus Site improvements for the benefit of
all property owners on the TechWorks Campus and the costs of issuance of the City
Bonds (First Issue).
City Bonds (Second Issue) mean the general obligation bonds or notes to be issued
by the City to fund the FDP Grant to Developer, which shall be limited to a principal
amount of not to exceed $9,250,000, the proceeds of which shall be used for the costs of
construction of the FDP Improvements and the costs of issuance of the City Bonds
(Second Issue).
Code means the Code of Iowa, 2013, as amended.
Collateral means the security instruments provided to the City by the Developer
under Section 5.3 hereof, which may include a Mortgage on the FDP Property, one or
more mortgages on other property owned by the Developer, assignment of rights or
interests in other property owned by the Developer, guaranty agreements, letters of credit,
or other security arrangements or interests, in each case which is acceptable to the City in
its sole discretion.
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
successors and assigns.
3
Equity Investor means the federal historic tax credit investor with respect to the
FDP Improvements, and its successors and assigns.
Escrow Agreement means the agreement described in Section 5.1 and 5.2 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 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 [on or before January 31, 2014], or such other date
as the parties hereto may agree upon in writing.
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.
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 federal and state
historic tax credits for the benefit of the Developer and the construction of the FDP
Improvements.
4
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.
Original Agreement means the Development Agreement dated as of January 30,
2012 between and among the City, Developer and TechWorks.
Second Issue Closing Date means [on or before June 30, 2014], 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
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
5
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 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.
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,
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 WARRAN PIES
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.
6
(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
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
7
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 6.2, 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
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 6.2, 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
8
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 6.2, TechWorks will proceed with reasonable diligence
and in good faith to substantially complete the construction of the Tech I Building
Improvements within four (4) 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 pursuant to this
Agreement.
(n) TechWorks reasonably expects that the construction of the Tech I Building
Improvements will result in the creation of approximately 50 temporary construction jobs
and approximately 240 Full Time Employees employed by tenants in the completed
facility.
Section 2.3. Representations and Warranties of Developer. Developer makes the
following representations and warranties:
(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
9
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) 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.
(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 fmancing 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
10
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 [June 15, 2014], barring Unavoidable
Delays.
(m) Developer would not undertake its obligations under this Agreement
without the payment by the City of the FDP Grant, being made to Developer pursuant to
this Agreement.
(n) Developer reasonably expects that the construction of the FDP
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. 1'ECHWORKS 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 4.2. The City shall approve the
11
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
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 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 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 December 31, 2014 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
12
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
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 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 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 Forty Million Dollars ($40,000,000).
(b) For purposes of constructing the FDP Improvements, the City hereby agrees
13
that Developer, or its Affiliate, 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 in the form of a master lease, as customarily
used in Historic Tax Credit Transactions (the "Master Lease"), 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
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
14
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 [June 15, 2015] 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
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.
15
ARTICLE V. SECURITY PROVISIONS
Section 5.1. Execution of TechWorks Campus Escrow Agreement. On or before
the First Issue Closing Date, (i) the Developer shall provide evidence, satisfactory to the
City in its sole discretion, that Developer has all necessary access rights, construction
easements and/or ownership of the properties upon which the TechWorks Campus Site
Improvements are to be constructed, and (ii) the Developer, 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, Developer may draw upon the TechWorks Campus 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 the Developer.
In the event that all or any portion of the TechWorks Campus is included in a
"reinvestment district" under Chapter 15J of the Code during the term of this Agreement,
the City may apply any or all resulting incremental sales and hotel -motel tax revenue
authorized to be collected in respect of properties or from businesses located within such
reinvestment district, other than the revenues generated from the FDP Improvements, for
the payment of debt service on the City Bonds (First Issue), and Developer shall have no
rights to the proceeds of the same. The use of such incremental sales and hotel -motel tax
revenues generated from the FDP Improvements shall not be governed by this
Agreement.
Section 5.2. Execution of FDP Escrow Agreement. To the extent agreed upon by
the Lender and Developer, on or before the Second Issue Closing Date, the Developer,
the City, an agreed upon 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 FDP Grant and such other proceeds of the
construction financing obtained by the Developer, if applicable, which may include the
funds obtained through the Historic Tax Credit Transaction and any private activity
bonds issued on behalf of the Developer to construct the FDP Improvements in
accordance with the Construction Plans.
16
Subsequent to the time all or a portion of the FDP Grant is placed in escrow, 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. 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 Grant proceeds to the Developer.
Section 5.3. Execution of Mortgage or Other Collateral. (a) To the extent, and in
the form, permitted by the Lender, in its sole and absolute discretion, on or before the
Second Issue Closing Date, the Developer shall execute and deliver a Mortgage in favor
of the City, or shall execute and deliver such other Collateral as may be acceptable to the
City, in its sole discretion, and which is agreed upon by the Lender, City and Developer
or its Affiliate, as applicable. The Collateral is intended to secure the Developer's
obligation to make supplementary payments to the City under Section 3 of the
Assessment Agreement and any secured interest held by the City shall be reduced and
terminate in accordance with Section 5.4 below. In exchange for the Developer
providing the Collateral, as described under this Article V, 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.
(b) On the Second Issue Closing Date, the fair market value of the Collateral
shall be not less than $3,450,000, or such other amount as City may reasonably determine
to be necessary to secure the Developer's obligation to make supplementary payments to
the City under Section 3 of the Assessment Agreement. In determining fair market value
of any Collateral, the City may rely on appraisals or such other indications of market
value as it determines to be acceptable, in its reasonable discretion. Developer shall pay
all reasonable costs associated with establishing the fair market value of any Collateral
under this Section and under Section 5.4, including all appraisal costs, and shall hold the
City harmless therefrom.
Section 5.4. Release of Collateral; Additions to Same. The City and Developer
intend, and the Developer covenants and agrees, that the fair market value of the
Collateral shall at all times be equal to, or in excess of, the amount determined by the
City to be necessary to fully pay all debt service on the City Bonds. (Second Issue) that is
not expected to be paid by the Tax Increment collected by the City (a) under the
Assessment Agreement with the Developer, and (b) as otherwise described in this
Section. For this purpose, the City shall annually calculate, on or before June 30 of each
year, the amount of the Tax Increment available to pay debt service on the City Bonds
17
(Second Issue) during the following fiscal year, which shall include (i) 100% of the Tax
Increments to be collected with respect to the FDP Property and (ii) 50% of any Tax
Increment to be collected in respect of other new construction valuation growth of any
and all of the other Additional TIF Properties during that fiscal year, and 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 '111' Properties.
The City shall release a portion of the Collateral by June 30 of any year if it determines
that the committed Tax Increment from properties subject to a minimum assessment
agreement that are described in (i) and (ii) above is sufficient to pay an increased amount
of the debt service on the City Bonds (Second Issue) in the next fiscal year and in future
fiscal years. At any time the City may request that Developer deliver additional
Collateral to the City, in form satisfactory to the City in its sole discretion, if the City
determines that the above-described Tax Increment is not sufficient, for whatever reason,
to meet the requirements of this Section. In such event, Developer shall deliver the
additional Collateral to the City within ten (10) business days of the City's request for the
same. All determinations to be made by the City under this Section shall be in writing
and be executed by the Mayor, shall be based on such information and documents as the
City considers appropriate, and shall be made by the City in the City's reasonable
discretion.
Following the payment in full of the City Bonds (First Issue), the City agrees to
negotiate in good faith with the Developer concerning the future use of Tax Increment
collected in respect of other properties located within the Urban Renewal Area.
Section 5.5. Interest in Collateral. On or before the Second Issue Closing Date,
the City and Developer understand that it may be requested to amend, modify this
Agreement and/or replace or reduce any Collateral or increase the amount of Collateral to
be delivered, or cause to be delivered, to the City, as the same may be agreed upon by
any applicable Lender, City and Developer.
ARTICLE VI. CONSTRUCTION OF TECH I BUILDING IMPROVEMENTS
Section 6.1. 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 6.2. Commencement and Completion of Construction. Subject to
Unavoidable Delays, TechWorks shall use reasonable efforts to cause construction of the
18
the Tech I Building Improvements to be undertaken immediately 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.
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 VII. FDP GRANT AND lECHWORKS 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 to the Escrow Agent (as defined in Section 5.2 above), for the benefit
of the Developer, in one or more installments commencing on the Second Issue Closing
Date, subject to the provision of Section 7.4 hereof. Proceeds of the FDP Grant shall be
used by Developer solely and only for the purposes of paying costs of constructing the
FDP Improvements, and shall be drawn upon by the Developer according to Section 5.2
herein.
Section 7.2. 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 5.1 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 7.4 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, and shall be drawn upon by Developer according to Section 5.1
herein. TechWorks shall have no responsibilities under the TechWorks Campus Grant.
Section 7.3. Source of FDP Grant and TechWorks Campus Grant Funds Limited.
The TechWorks Campus Grant and the FDP Grant shall be payable solely and only from
the proceeds of the City Bonds (First Issue) and City Bonds (Second Issue), respectively,
19
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) and City
Bonds (Second 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) and City Bonds (Second issue) and make the TechWorks Campus Grant and FDP
Grant 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) and City Bonds (Second
Issue), including the holding of all required public hearings relating to the same.
Section 7.4. Closing; Conditions Precedent to Funding by City.
(a) The complete or initial funding by the City of the TechWorks Campus
Grant and the FDP Grant on the First Issue Closing Date and Second 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 or the Second Issue Closing Date, as
applicable, this Agreement shall terminate unless a new First Issue Closing Date or
Second 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
Section is not satisfied at the First Issue Closing Date or Second Issue Closing Date, as
applicable, it being understood that each party shall nonetheless incur costs and liabilities
prior to the First Issue Closing Date or Second 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 and Second 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 and FDP Grant, 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) and City Bonds (Second Issue), including the holding of a
public hearing on the same, and the approval of the Collateral and Escrow Agreement.
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 and Second Issue Closing
Date, respectively, of each of the following conditions precedent:
20
(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 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.
(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.
(iv) The City shall have completed the sale of all or a portion of the
authorized City Bonds (First Issue) and City Bonds (Second 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.
(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 and the
Second Issue Closing Date, respectively.
(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
21
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.
(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.
(ix) The City Council shall have approved the Collateral to be delivered
to the City under Section 5.3 hereof, and the form, execution and delivery of the
Escrow Agreement by the Second Issue Closing Date.
(x) Execution and delivery to the City of the Mortgage or other
Collateral required under Section 5.3 of this Agreement by the Second Issue
Closing Date;
(xi) Execution by TechWorks, Developer, City and all other parties of
the Escrow Agreement required under Section 5.1 of this Agreement on or before
the First Issue Closing Date. Execution by the Developer, City and all other
parties of the Escrow Agreement required under Section 5.2 of this Agreement
shall be required on or before the Second 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 First Issue Closing Date
and Second Issue Closing Date.
(xiii) There has not been a substantial change for the worse in the fmancial
resources and ability of the Developer, or a substantial decrease in the fmancing
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:
22
(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.
TechWorks 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 Tech I Building Property determined by any tax official to be
applicable to the Tech I Building Property, 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, 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 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.
(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.
23
(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.
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.
24
(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, fmancial 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.
(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, 2014, with subsequent certifications being provided within 10 days
of November 1 of each year until November 1, 2034 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.
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 Mortgages 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, 2015 of not less
than Fifteen Million Five Hundred Thousand Dollars ($15,500,000) 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
25
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
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.
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
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
26
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 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 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 discharged from liability
hereunder if (i) the Lender, or assignee thereof, or the transferee partnership, corporation,
limited liability company or individual assumes in writing all of the obligations of the
27
Developer or its Affiliate under this Agreement and the Assessment Agreement; and (ii)
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 receives such
evidence as the City shall reasonably require, including an opinion of counsel, that 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 (i) or (ii) 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 XI. 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:
(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;
28
(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
(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.
29
(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
to enforce performance and observance of any obligation, agreement, or covenant
of the defaulting party, as the case may be, under this Agreement; 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.
30
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 fmal, non -appealable judgment is entered.
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:
31
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
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 and replaces the Original Agreement
and all other prior offers, agreements, arrangements and contracts, whether oral or
32
written, concerning the subject matter hereof. The Original Agreement is hereby
terminated and no longer binding upon the Parties.
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
each and every provision of this Agreement.
Section 12.8. Amendment; Waiver. This Agreement may not be amended,
waived or modified in any respect unless the same shall be in writing and signed by all
parties. No waiver by a party of any default by another party shall constitute a waiver of
any other breach or default by another party, whether of the same or any other covenant
or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a
party shall give another party any contractual right by custom, estoppel, or otherwise.
33
Section 12.9. Successors and Assigns. This Agreement shall be binding upon and
inure to the benefit of the City, Developer and TechWorks and their affiliates, and their
respective successors and assigns, including any and all covenants and conditions
contained in this Agreement.
Section 12.10. Assignment of Benefits. The Developer may, to the extent not
otherwise prohibited by law, assign the payments and benefits under this Agreement to an
investor or lender previously approved by the City, said approval not to be unreasonably
withheld; provided, however, that the City hereby approves the collateral assignment of
this Agreement by the Developer to the Lender. It is anticipated by the parties that
Developer will assign its rights to payments and benefits hereunder to the lender
financing the development of the FDP Improvements. Notwithstanding the foregoing,
the Developer may transfer the payments and benefits under this Agreement, under the
constraints of the Urban Renewal Act, to any Affiliate of the Developer, so long as such
transfer or payment is not done to avoid Developer's responsibilities hereunder.
Section 12.11. Agreement. The parties may agree to file of record a
Memorandum of Development Agreement in a form and content to be mutually agreed
upon by the parties. If no such memorandum can be mutually agreed upon, then this
Agreement may be recorded in its entirety. The Assessment Agreements shall be filed of
record as required by law.
Section 12.12. Termination Date. This Agreement will terminate on a date which
is the earlier to occur of the December 31, 2032 or the date that is one year after all of the
City Bonds (First Issue) and City Bonds (Second Issue) are paid in full.
34
IN WITNESS WHEREOF, the parties have set their hands and seals the day and
year above first written.
CITY OF WATERLOO, IOWA
Mayor
ATTEST:
City Clerk
STATE OF IOWA )
) SS
COUNTY OF BLACK HAWK )
On this day of , 2013, 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.
Notary Public in and for the State of Iowa
35
By:
STATE OF IOWA )
) SS
COUNTY OF BLACK HAWK )
CEDAR VALLEY TECH WORKS,
INC.
Steven J. Dust, President
On this day of , 2013, before me the undersigned, a
Notary Public in and for said State, personally appeared Steven J. Dust, to me personally
known, who, being by me duly sworn, 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.
Notary Public in and for the State of Iowa
36
STALL, OF
COUNTY OF
) SS
FDP WTC, L.L.C.
By:
Its:
On this day of , 2013, before me the undersigned, a
Notary Public in and for said State, personally appeared , to me
personally known, who, being by me duly sworn, did say that he/she is the
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.
Notary Public in and for said City and State
37
EXHIBIT A-1
LEGAL DESCRIPTION OF FDP PROPERTY
38
EXHIBIT A-2
LEGAL DESCRIPTION OF "TECH I BUILDING PROPERTY
39
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 of approximately 100 guest rooms on , having
amenities comparable to a business -class hotel facility;
• A full service restaurant in the hotel;
• A proprietary training facility , of approximately 15,000 gross square feet
of which shall be leased to Deere for at least 10 years;
• On the ground floor of the office space side of the facility, an interactive
Advanced Tech Energy Center displaying renewable energy systems and products;
• Approximately 45,000 square feet on three floors of "Class A" showroom
and office space for lease to other tenants; and
40
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.
41
EXHIBIT B-3
1'ECHWORKS CAMPUS SI'Z'E IMPROVEMENTS
Prepared by:
Return to:
EXHIBIT C
MINIMUM ASSESSMENT AGREEMENT
THIS MINIMUM ASSESSMENT AGREEMENT, is dated as of
2013, by and between the City of Waterloo, Iowa, a municipal corporation (the "City"),
and FDP WTC, L.L.C., an Iowa limited liability company (the "Developer").
WITNESSETH:
WHEREAS, the City and Developer are parties to an Amended and Restated
Development Agreement dated as of , 2013 ("Development Agreement"),
regarding certain real property located in the City, the legal description of which is
contained in Attachment 1 attached hereto (the "Development Property"); and
WHEREAS, it is contemplated that Developer will undertake the construction of
certain building improvements as described in the Development Agreement (the
"Minimum Improvements") on the Development Property, as provided in the
Development Agreement; and
WHEREAS, pursuant to Section 403.6 of the Code of Iowa, as amended, the City
and Developer desire to establish a minimum actual value for the Development Property
and the Minimum Improvements to be constructed thereon by the Developer pursuant to
the Development Agreement; and
WHEREAS, the City and the Assessor for the City of Waterloo, Iowa have
reviewed the preliminary plans and specifications for the Minimum Improvements which
it is contemplated will be erected; and
WHEREAS, the City expects to authorize the issuance of General Obligation
Bonds and/or Urban Renewal Tax Increment Revenue Bonds, the proceeds of which will
be used to fund an economic development grant to the Developer (collectively, the "City
Bonds"), the principal of and interest on which City Bonds are expected to be paid in part
from the real property taxes paid with respect to the Development Property and the
Minimum Improvements located thereon.
43
NOW, THEREFORE, the parties to this Minimum Assessment Agreement, in
consideration of the promises, covenants and agreements made by each other, do hereby
agree as follows:
1.
Upon substantial completion of construction of the above -referenced
Minimum Improvements, but no later than January 1, 2015, the
minimum actual taxable value which shall be fixed for assessment
purposes for the Development Property and the Minimum
Improvements to be constructed thereon shall be not less than
Fifteen Million Five Hundred Thousand Dollars ($15,500,000)
(hereafter referred to as the "Minimum Actual Value"). The
Minimum Actual Value shall continue to be effective until
termination of this Minimum Assessment Agreement on January 31,
2032 (the "Termination Date") or the date that is one year after all
of the City Bonds (First Issue) and City Bonds (Second Issue) are
paid in full.
. The Minimum Actual Value shall be maintained during such period regardless
of: (a) any failure to complete the Minimum Improvements; (b) destruction of all or any
portion of the Minimum Improvements; (c) diminution in value of the Development
Property or the Minimum Improvements; or (d) any other circumstance, whether known
or unknown and whether now existing or hereafter occurring.
2. 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 Development
Property and the Minimum Improvements pursuant to the provisions of this Minimum
Assessment Agreement and the Development Agreement. Such tax payments shall be
made without regard to any loss, complete or partial, to the Development Property or the
Minimum Improvements, any interruption in, or discontinuance of, the use, occupancy,
ownership or operation of the Development Property or the Minimum Improvements by
Developer or any other matter or thing which for any reason interferes with, prevents or
renders burdensome the use or occupancy of the Development Property or the Minimum
Improvements.
3. In the event that the manner of valuing properties for real estate tax
purposes should change from the method existing at the time of the execution of this
Assessment Agreement, or if for any other reason (including a change in property tax
laws of the State of Iowa) the amount of the tax increment revenues realized by the City
from the properties described in clauses (i) — (ii) of Section 5.4 of the Development
Agreement in any year is insufficient to pay the scheduled payments of principal and
interest on the City Bonds (Second Issue), Developer agrees to pay as taxes, or, if and to
the extent necessary, to make other supplementary payments in lieu of taxes to the City in
44
an aggregate amount necessary to pay when due the principal of and interest on the City
Bonds (Second Issue), it being the intent of the parties that the annual amount of the
foregoing tax increment revenues and such supplementary payments received by the City
be no less than the annual requirement for scheduled principal and interest on the City
Bonds (Second Issue). In such event, the Developer shall pay any such shortfall amount
promptly upon written demand from the City.
4. The Developer agrees that its obligation to make the tax payments required
hereby, to pay the other sums provided for herein, and to perform and observe its other
agreements contained in this Minimum Assessment Agreement shall be absolute and
unconditional obligations of the Developer (not limited to the statutory remedies for
unpaid taxes) and that the Developer shall not be entitled to any abatement or diminution
thereof, or set off therefrom, nor to any early termination of this Minimum Assessment
Agreement for any reason whatsoever.
5. The Developer agrees that prior to the Termination Date it will not:
(a) seek administrative review or judicial review of the applicability or
constitutionality of any Iowa tax statute relating to the taxation of property
contained as a part of the Development Property or the Minimum Improvements
determined by any tax official to be applicable to the Development Property or the
Minimum Improvements, or raise the inapplicability or constitutionality of any
such tax statute as a defense in any proceedings, including delinquent tax
proceedings; or
(b) 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, including improvements and fixtures thereon,
contained in the Development Property or the Minimum Improvements between
the date of execution of this Agreement and the Termination Date; or
(c) request the Assessor to reduce the Minimum Actual Value; or
(d) appeal to the board of review of the City, County, State or to the
Director of Revenue of the State to reduce the Minimum Actual Value; or
(e) cause a reduction in the actual value or the Minimum Actual Value
through any other proceedings.
6. This Minimum Assessment Agreement shall be promptly recorded by the
City with the Recorder of Black Hawk County, Iowa. Such filing shall constitute notice
to any subsequent encumbrancer or purchaser of the Development Property (or part
45
thereof), whether voluntary or involuntary, and this Minimum Assessment Agreement
shall be binding and enforceable in its entirety against any such subsequent purchaser or
encumbrancer, including the holder of any mortgage. The City shall pay all costs of
recording.
7. Neither the preambles nor provisions of this Minimum Assessment
Agreement are intended to, or shall be construed as, modifying the terms of the
Development Agreement.
8. This Minimum Assessment Agreement shall not be assignable without the
consent of the City and shall be binding upon and inure to the benefit of and be
enforceable by the parties hereto and their respective successors and permitted assigns,
subject to Article IX of the Development Agreement.
9. Nothing herein shall be deemed to waive the rights of the Developer under
Iowa Code Section 403.6(19) to contest that portion of any actual value assignment made
by the Assessor in excess of the Minimum Actual Value established herein. In no event,
however, shall Developer seek to reduce the actual value to an amount below the
Minimum Actual Value established herein during the term of this Agreement. This
Minimum Assessment Agreement may be amended or modified and any of its terms,
covenants, representations, warranties or conditions waived, only by a written instrument
executed by the parties hereto, or in the case of a waiver, by the party waiving
compliance.
10. If any term, condition or provision of this Minimum Assessment
Agreement is for any reason held to be illegal, invalid or inoperable, such illegality,
invalidity or inoperability shall not affect the remainder hereof, which shall at the time be
construed and enforced as if such illegal or invalid or inoperable portion were not
contained herein.
11. The Minimum Actual Value herein established shall be of no further force
and effect and this Minimum Assessment Agreement shall terminate on the Termination
Date.
12. Developer has provided to the City a listing all lienholders of record as of
the date of this Assessment Agreement and all such lienholders have signed consents to
this Assessment Agreement, which consents are attached hereto and made a part hereof.
46
IN WITNESS WHEREOF, the parties have set their hands and seals the day and
year above first written.
CITY OF WATERLOO, IOWA
Mayor
ATTEST:
City Clerk
STATE OF IOWA
) SS
COUNTY OF BLACK HAWK )
On this day of , 2013, 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.
Notary Public in and for the State of Iowa
47
FDP WTC, L.L.C.
By:
Its:
STATE OF )
) SS
COUNTY OF )
On this day of , 2013, before me the undersigned, a
Notary Public in and for said State, personally appeared , to me
personally known, who, being by me duly sworn, did say that he/she is the
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.
Notary Public in and for said City and State
48
LIENHOLDER' S CONSENT
The undersigned Lienholder hereby consents to this Minimum Assessment Agreement
and agrees to be bound hereby.
NAME OF LIENHOLDER:
By:
Signature
Date
STA 1E OF
COUNTY OF
) SS
On this day of , 2013, before me the undersigned, a
Notary Public in and for said County, in said State, personally appeared
and , to me personally
known, who, being by me duly sworn, did say that they are the and
, respectively, of and that said instrument was signed on
behalf of said company; and that the said , and
acknowledged the execution of said instrument to be the
voluntary act and deed of said domestic company, by them voluntarily executed.
Notary Public in and for said City and State
49
CERTIFICATION OF ASSESSOR
The undersigned, having reviewed the plans and specifications for the Minimum
Improvements to be constructed and the market value assigned to the land upon which
the Minimum Improvements are to be constructed, and being of the opinion that the
minimum market value contained in the foregoing Minimum Assessment Agreement
appears reasonable, hereby certifies as follows: The undersigned Assessor, being legally
responsible for the assessment of the property described in the foregoing Minimum
Assessment Agreement, certifies that the actual value assigned to that land and
improvements upon completion shall not be less than Million
Hundred Thousand Dollars ($ ), all until termination of this Minimum
Assessment Agreement.
Assessor for the City of Waterloo, Iowa
Date
STATE OF IOWA )
) SS
COUNTY OF BLACK HAWK )
Subscribed and sworn to before me by , Assessor for the City of
Waterloo, Iowa.
50
Notary Public in and for the State of Iowa
Date
ATTACHMENT 1 TO MINIMUM ASSESSMENT AGREEMENT
LEGAL DESCRIPTION OF DEVELOPMENT PROPERTY
51
EXHIBIT D
DESCRIPTION OF ADDITIONAL TIF PROPERTIES
1. Tech I Building Property
2. All parcels located in the area bounded by U.S. Highway 63 (1st Street) to Iowa
Highway 218 expressway, to Ansborough Avenue and to the Cedar River, and
back to U.S. Highway 63
3. The FDP (old Courier) known as parcel no. 8913-26-236-006 as legally described
on Exhibit D-1 attached hereto and the River Plaza property known as parcel no.
8913-26-235-001 and all such other parcels located between or associated with the
development or redevelopment of parcel no. 8913-26-236-006 and parcel no.
8913-26-235-001(the "Superblock")
4. 100 East Fourth Street
00970019-1\11310-092
7565004v10
52