HomeMy WebLinkAboutResidential Development Partners, LLC-6/25/2012Please return this copy to:
City Clerk & Finance Department
715 Mulberry Street
Waterloo, IA 50703
Preparer
Information: Christopher S. Wendland, PO Box 596, Waterloo, Iowa 50704 (319) 234.5701
Name Address City Phone
SPACE ABOVE THIS UNE
FOR RECORDER
DEVELOPMENT AGREEMENT
This Development Agreement (the "Agreement") is entered into as of
U1'vc ;, / 2 by and between Residential Development Partners, . LLC
(the "Company") and the City of Waterloo, Iowa (the "City"). Jim D. Ellis and John R.
Rooff, III are principals of Company and execute the personal guaranty at the end of
this Agreement for the purposes stated therein.
RECITALS
A City considers economic development within the City a benefit to the
community and is willing for the overall good and welfare of the
community to provide financial incentives so as to encourage that goal.
B. Company is willing and able to finance and construct single-family homes
and related improvements on property located throughout the territory of
the City on lands formerly owned by the school district, and legally
described on Exhibit "A" attached hereto (the "Properties").
AGREEMENT
NOW, THEREFORE, in consideration of the mutual covenants set forth herein,
the parties agree as follows:
1. Sale of Properties; Title. Subject to the terms hereof, and as except as
set forth in Section 6, City shall convey the Properties to Company for the sum of $1.00
(the "Purchase Price"). Conveyance shall be by quit claim deed, free and clear of all
encumbrances arising by or through City except: (a) easements, conditions and
restrictions of record which do not, in Company's opinion, interfere with Company's
proposed use; (b) current and future real estate real property taxes and assessments
subject to the agreements made herein; (c) general utility and right-of-way easements
serving the Properties; and (d) restrictions imposed by the City zoning ordinances and
other applicable law. No less than fourteen (14) days prior to the anticipated date of
DEVELOPMENT AGREEMENT
Page 2
conveyance, City shall, at its own expense, deliver to Company an updated abstract of
title, or in lieu thereof Company may, at its own expense, obtain whatever form of title
evidence it desires. If title is unmarketable or subject to matters not acceptable to
Company, and if City does not remedy or remove such objectionable matters in timely
fashion following written notice of such objections from Company, Company may
terminate this Agreement.
2. improvements by Company. Company shall plat the Properties for
development and construction of single-family homes, having an anticipated appraised
value upon completion in the range of $150,000 to $200,000 each. Each separate lot
upon which a home will be constructed shall be completed to a finished state, including
installation of driveways and sidewalks, removal of all construction debris, proper
leveling or shaping of groundscape, and grassing and/or landscaping (home
construction and finishing as so described are referred to as the "Housing
Improvements"). The Housing Improvements and the Infrastructure Improvements
(defined below) shall be constructed in accordance with all applicable City, state, and
federal building codes and shall comply with all applicable City ordinances and other
applicable law. The Properties, the Housing Improvements, the Infrastructure
Improvements and all site preparation and development -related work to make the
Properties usable for Company's purposes as contemplated by this Agreement are
collectively referred to as the "Project". The Project shall be divided into the phases
described as Baltimore, Burton, Lafayette and Williston, and the Burton and Lafayette
phases may be further divided as described in Section 6.
3. Timeliness of Construction; Possibility of Reverter. The parties agree
that Company's commitment to undertake the Project and to construct the
Improvements in a timely manner constitutes a material inducement for the City to
convey the Properties to Company and that without said commitment City would not do
so. Company must undertake the actions described on Exhibit "B" attached hereto (the
"Infrastructure Improvements"), within the time stated on said Exhibit "B" with respect to
each separate phase. The timely commencement of Infrastructure Improvements
(including completed platting) for a given phase, or for a portion thereof, is referred to
the "Release Event" for such phase or phase portion.
If Company has not, in good faith, begun the construction of any phase of
the Infrastructure Improvements on the schedule stated in Exhibit "B" attached hereto,
then title to the platted lots lying within such phase shall, as to any such lots on which
construction of Home Improvements has not begun, revert to the City, except as
provided in this Agreement; provided, however, that if construction has not begun at the
end of any phase commencement period but the development of such phase of the
Project is still imminent, the City Council may, but shall not be required to, consent to an
extension of time for the construction of the Infrastructure Improvements, and if an
extension is granted but construction of the Infrastructure Improvements has not begun
within such extended period, then the title to the Properties lying within such phase
shall revert to the City after the end of said extended period. Company representatives
shall appear at a meeting of members of the Waterloo city council on or about July 1 of
each year during the period that Company is subject to this Agreement, to report on the
DEVELOPMENT AGREEMENT
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progress and status of Project activities. If Company determines at any time that a
phase of the Project is not economically feasible, then after giving thirty (30) days'
advance written notice to City, Company may convey the Properties lying within such
phase to City by special warranty deed, and thereupon neither party shall have any
further obligation under this Agreement with respect to such phase except as expressly
provided herein. If development has commenced within the required period or any
extended period and is stopped and/or delayed as a result of an act of God, war, civil
disturbance, court order, labor dispute, fire, or other cause beyond the reasonable
control of Company, the requirement that construction of any phase or of the entire
Project shall be tolled for a period of time equal to the period of such stoppage or delay,
and thereafter if construction is not completed within the allowed period of extension
then title to the Properties or, as applicable, to a given phase of the Properties or to a
portion of a phase of the Properties as described in Section 6, shall revert to the City.
4. Reverter of Title; Buyout Option. Title shall not revert to City as to any
Project phase, or portion thereof as described in Section 6, for which the Release Event
has occurred. In the event of any reverter of title, Company agrees that it shall, at its
own expense, promptly execute all documents, including but not limited to a special
warranty deed, or take such other actions as the City may reasonably request to
effectuate said reverter and to deliver to City title to the Properties that is free and clear
of any lien, claim, or encumbrance arising by or through Company. Concurrently with
the deed, Company shall deliver to City the abstracts of title for Properties conveyed.
Company shall pay in full, so as to discharge or satisfy, all liens, claims, charges, and
encumbrances on or against the Properties. If Company fails to deliver such
documents, including but not limited to a special warranty deed and related abstracts of
title, to City within thirty (30) days of written demand by City, then City shall be
authorized to execute, on Company's behalf and as its attorney-in-fact, the special
warranty deed required by this Section, and for such limited purpose Company does
hereby constitute and appoint City as its attomey-in-fact.
In lieu of any reverter of title, Company shall have an option to purchase
the Properties subject to reverter for a sum equal to the value of such Properties
determined by appraisal, minus documented expenses actually incurred by Company
with respect to such Properties (the "Reversion Buyout Price"). Said option shall be
exercised by delivering written notice to City no later than the last day for commence-
ment of Infrastructure Improvements pursuant to Section 3. Company shall deliver the
Reversion Buyout Price to City within thirty (30) days of the date that notice of option
exercise is delivered to the City. After receipt of the Reversion Buyout Price, the City
shall execute and deliver to Company a written instrument evidencing release and
termination of the City's reversion rights.
5. Indemnity. Company further agrees that it shall indemnify City and hold it
harmless with respect to any demand, claim, cause of action, damage, or injury made,
suffered, or incurred as a result of or in connection with the Project, Company's failure
to carry on or complete same, or any lien, claim, charge, or encumbrance on or against
the Properties of any type or nature whatsoever that attaches to the Properties by virtue
of Company's ownership of same. If City files suit to enforce the terms of this
DEVELOPMENT AGREEMENT
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Agreement and prevails in such suit, then Company shall be liable for all legal
expenses, including but not limited to reasonable attorneys' fees. Company's duties of
indemnity pursuant to this Section shall survive the expiration, termination or
cancellation of this Agreement for any reason.
6. City Activities in Aid of Development.
A. Demolition. The parties acknowledge that the Lafayette phase
property consists of lots in Blocks 18 and 19, in Linden Place subdivision, separated by
Indiana Street, and that the lots in Block 19 are clear of structures but a former school
building remains on the lots in Block 18. Within four (4) years from the date this
Agreement is approved by city council, City shall demolish and clear the Block 18 site
and thereafter convey same to Company. At Company's request, City shall convey the
Block 19 lots to Company at any time after this Agreement is approved by city council.
B. Assembly of Burton phase area. The parties acknowledge that the
Burton phase property consists of-
-imately-4.38 acres under ownership by the Waterloo Board of Park Commissioners.
City shall exercise reasonable diligence and good faith efforts to acquire ownership of
the parkland, or cause the parkland to be conveyed to Company. At Company's
request, City shall convey the smaller, City -owned parcel to Company at any time after
this Agreement is approved by city council.
C. Property maintenance. Until the city council approves final platting
for a phase area or portion thereof, City shall be responsible, at its own expense, for
necessary mowing, snow removal and maintenance of existing sidewalks. As to any
Properties under Company ownership, Company agrees to permit City employees or
agents reasonable access for these purposes.
7. No Encumbrances; Limited Exception. Until the Release Event for a
phase of Infrastructure Improvements has occurred, Company agrees that it shall not
create, incur, or suffer to exist any lien, encumbrance, mortgage, security interest, or
charge on the Properties lying within any such phase, other than such mortgage or
mortgages as may be reasonably necessary to finance Company's undertaking of the
Infrastructure Improvements and of which Company notifies City in advance of
Company's execution of any such mortgage. Company may not mortgage the
Properties or any part thereof for any purpose except in connection with financing of the
Infrastructure Improvements.
8. Water and Sewer. Company will be responsible for extending water and
sewer service to any location on the Properties and for payment of any associated
connection fees.
9. Performance Bond. Before beginning Infrastructure Improvements with
respect to a given phase, Company shall furnish to City a bond in an amount equal to
one hundred percent (100%) of the contract price for such improvements. Said bond
shall be issued by a responsible surety acceptable to the City. The bond shall
DEVELOPMENT AGREEMENT
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guarantee the faithful performance of the contract and the terms and conditions therein
contained, shall guarantee the prompt payment of all materials and labor and protect
and shall save harmless the City from claims and damages of any kind arising out of
the performance thereof.
10. Representations and Warranties of City. City hereby represents and
warrants as follows:
A. City is not prohibited from consummating the transaction
contemplated in this Agreement by any law, regulation, agreement, instrument,
restriction, order or judgment.
B. Each person who executes and delivers this Agreement and all
documents to be delivered hereunder is and shall be authorized to do so on
behalf of City.
11. Representations and Warranties of Company. Company hereby
represents and warrants as follows:
A. Company is not prohibited from consummating the transaction
contemplated in this Agreement by any law, regulation, agreement, instrument,
restriction, order or judgment.
B. Company is duly organized, validly existing, and in good standing
under the laws of the state of its organization and is duly qualified and in good
standing under the laws of the State of Iowa.
C. Company has full right, title, and authority to execute and perform
this Agreement and to consummate all of the transactions contemplated herein,
and each person who executes and delivers this Agreement and all documents
to be delivered to City hereunder is and shall be authorized to do so on behalf of
Company.
12. No Assignment or Conveyance. Company agrees that it will not sell,
convey, assign or otherwise transfer its interest in any phase area of the Properties
prior to commencement of the Infrastructure Improvements for such phase area,
whether in whole or in part, to any other person or entity without the prior written
consent of City. Reasonable grounds for the City to withhold its consent shall include
but are not limited to the inability of the proposed transferee to demonstrate to the City's
satisfaction that it has the financial ability to observe all of the terms to be performed by
Company under this Agreement.
13. Materiality of Company's Promises, Covenants, Representations,
and Warranties. Each and every promise, covenant, representation, and warranty set
forth in this Agreement on the part of Company to be performed is a material term of
this Agreement, and each and every such promise, covenant, representation, and
warranty constitutes a material inducement for City to enter this Agreement. Company
acknowledges that without such promises, covenants, representations, and warranties,
DEVELOPMENT AGREEMENT
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City would not have entered this Agreement. Upon breach of any promise or covenant,
or in the event of the incorrectness or falsity of any representation or warranty, City
may, at its sole option and in addition to any other right or remedy available to it,
terminate this Agreement and declare it null and void.
14. Notices. Any notice under this Agreement shall be in writing and shall be
delivered in person, by overnight air courier service, by United States registered or
certified mail, postage prepaid, or by facsimile (with an additional copy delivered by one
of the foregoing means), and addressed:
(a) if to City, at 715 Mulberry Street, Waterloo, Iowa 50703, facsimile
number 319-291-4571, Attention: Mayor, with copies to the City Attorney and the
Community Planning and Development Director.
(b) if to Company, to Residential Development Partners, LLC, 402 E.
4th Street, suite 101, Waterloo, IA, 50703, Attention: Jim D. Ellis.
Delivery of notice shall be deemed to occur (i) on the date of delivery when delivered in
person, (11) one (1) business day following deposit for overnight delivery to an overnight
air courier service which guarantees next day delivery, (iii) three (3) business days
following the date of deposit if mailed by United States registered or certified mail,
postage prepaid, or (iv) when transmitted by facsimile so long as the sender obtains
written electronic confirmation from the sending facsimile machine that such
transmission was successful. A party may change the address for giving notice by any
method set forth in this section.
15. No Joint Venture. Nothing in this Agreement shall, or shall be deemed
or construed to, create or constitute any joint venture, partnership, agency,
employment, or any other relationship between the City and Company nor to create any
liability for one party with respect to the liabilities or obligations of the other party or any
other person.
16. Amendment, Modification, and Waiver. No amendment, modification,
or waiver of any condition, provision, or term of this Agreement shall be validor of any
effect unless made in writing, signed by the party or parties to be bound or by the duly
authorized representative of same, and specifying with particularity the extent and
nature of the amendment, modification, or waiver. Any waiver by any party of any
default by another party shall not affect or impair any rights arising from any subsequent
default.
17. Severability. Each provision, section, sentence, clause, phrase, and
word of this Agreement is intended to be severable. If any portion of this Agreement
shall be deemed invalid or unenforceable, whether in whole or in part, the offending
provision or part thereof shall be deemed severed from this Agreement and the
remaining provisions of this Agreement shall not be affected thereby and shall continue
in full force and effect. If, for any reason, a court finds that any portion of this
Agreement is invalid or unenforceable as written, but that by limiting such provision or
DEVELOPMENT AGREEMENT
Page 7
portion thereof it would become valid and enforceable, then such provision or portion
thereof shall be deemed to be written, and shall be construed and enforced, as so
limited.
18. Captions. All captions, headings, or titles in the paragraphs or sections
of this Agreement are inserted only as a matter of convenience and/or reference, and
they shall in no way be construed as limiting, extending, or describing either the scope
or intent of this Agreement or of any provisions hereof.
19. Binding Effect. This Agreement shall be binding and shall inure to the
benefit of the parties and their respective successors, assigns, and legal
representatives.
20. Counterparts. This Agreement may be executed in one or more
counterparts, each of which shall be deemed an original and all of which, taken
together, shall constitute one and the same instrument.
21. Entire Agreement. This Agrement, together with the exhibits attached
hereto, constitutes the entire agreement of the parties and supersedes all prior or
contemporaneous negotiations, discussions, understandings, or agreements, whether
oral or written, with respect to the subject matter hereof.
22. Time of Essence. Time is of the essence of this Agreement.
IN WITNESS WHEREOF, the parties have executed this Development
Agreement by their duly authorized representatives as of the date first set forth above.
CITY OF WATERLOO, IOWA RESIDENTIAL DEVELOPMENT
PARTNERS, LLC
By: By:
rnest G. Clark, Mayor Jim D. Ellis, Manager
Attest:
Suzy Scliares, City Clerk
PERSONAL GUARANTY. The undersigned, being either an officer, shareholder,
manager, or member of Company, hereby agree for themselves and their heirs,
personal representatives, and assigns, to unconditionally guarantee to City, its
successors and assigns, the full and prompt performance by Company, its successors
DEVELOPMENT AGREEMENT
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and assigns, of all promises and covenants on the part of Company to be performed.
pursuant to the foregoing Agreement, including but not limited to the duties of indemnity
set forth therein. Liability of guarantors hereunder is joint and several.
Jim D. Ellis John R. Rooff, In
EXHIBIT "A"
Legal Description of Properties
Former Van Eaton School Site
A replat of the West '-.1 of Cushman Heights, Lot 2,
Block 2, all in the City of Waterloo, Black Hawk
County, Iowa.
Former Lafayette School Site
Lots 5 through 11 in Block 18 in Linden Place in
Waterloo, Black Hawk County, Iowa; known as the
former Lafayette School property, all in the City
of Waterloo, Black Hawk County, Iowa.
Baltimore Field
Lot No. 3 in Auditor Francis' Dry Run Plat in the
City of Waterloo, excepting the South 30 feet
thereof heretofore conveyed to the City of
Waterloo, Iowa, for street purposes, all in the
City of Waterloo, Black Hawk County, Iowa.
Williston Field
Lot No. 5, except the East 156 feet thereof in
Auditor Francis' Reitzel Plat, and
Orlo C. Miller Addition, all of Lot 1, except the
West 30 feet, Lot 2, and, All that part of Byron
Avenue in the City of Waterloo, Iowa, lying East
of a Northerly extension of the West line of Lot
No. 1 in Orlo C. Miller Addition, and West of a
line that is 156 feet West of the West line of
Baltimore Street. Also, all that part of Denver
Street in the City of Waterloo, Iowa, lying South
of the South line of Byron Avenue and North of the
North line of Eureka Street, all in the City of
Waterloo, Black Hawk County, Iowa.
EXHIBIT "B"
Project Phases and Schedule
Within the periods stated below with respect to each separate phase of Improvements,
Company will have taken all actions necessary to plat the phase area, including but not
limited to recording plat documents, and will have begun construction of infrastructure
improvements, including but not limited to sanitary sewer, storm sewer, and water main.
All of such actions, including the completion of platting, are referred to as the "Infra-
structure Improvements."
1. Baltimore. Within five (5) years from date this Agreement is approved by
the Waterloo City Council.
2. Burton. With respect to each part of the phase area, within five (5) years
from the date of deed for such part, including property currently titled in
the Waterloo Board of Park Commissioners.
3. Lafayette. As to Block 19, within five (5) years from the date this
Agreement is approved by the Waterloo City Council, and as to Block 18,
within three (3) years from the date that City demolishes existing
structures and clears the site.
4. Williston. Within five (5) years from the date that the phase area is
released from flood plain designation.
On all of the Properties, irrespective of particular phase areas, Company agrees to
construct the following number of new homes and complete related Housing
Improvements on the schedule stated below:
Year 1 — four (4) homes
Year 2 — eight (8) homes
Year 3 — six (6) homes
Year 4 — six (6) homes
Year 5 — eight (8) homes
The first year shall be the 12 -month period from July 1, 2012 through June 30, 2013,
and each successive year shall follow in course. By June 30, 2017, Company shall
complete a minimum total of thirty-two (32) homes and related Housing Improvements.