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HomeMy WebLinkAboutCedar Valley Restoration and Development, LLC - Development Agreement - 10/23/2006 5'33 DEVELOPMENT AGREEMENT This Agreement is made and entered into this23`d day ofbc7�0 f-f , 2006, by and between Cedar Valley Restoration and Development, L.L.C. (the "Developer"), and City of Waterloo (the "City"). WHEREAS, City considers economic development and the creation of affordable housing redevelopment of the Rath Urban Renewal and Redevelopment Plan Area within the City a benefit to the community and is willing for the overall good and welfare of the community to provide vacant land so as to encourage that goal, and WHEREAS, Developer is willing and able to purchase real property and to develop housing on property (the Property ) located in the Rath Urban Renewal and Redevelopment Plan, generally located at the northeast corner of the East 8th and Sycamore Street intersection, and legally described on attached Exhibit "A'. NOW, THEREFORE, in consideration of the mutual covenants hereinafter contained, Developer and City agree as follows: 1. Sale of Property. The City shall convey or cause to be conveyed the Property to Developer for the sum of $20,200.00. This sum will be paid to the City of Waterloo on a pro-rated basis (i.e., $5,050.00 per unit) at the time that Developer sells or leases a unit to a third party. Developer shall construct four (4) multi-story housing units consisting of approximately 1 ,200 square feet each, and related improvements (collectively, the "Improvements") on the Property. The Improvements are to be constructed in accordance with all applicable City, State, and Federal building codes and be in compliance with all applicable City ordinances and other applicable law. It is contemplated that the Improvements should have an estimated total project cost of $500,000 and be built as shown on the attached site plan labeled as Exhibit "B". The Property, the Improvements, and all site preparation and development-related work to make the Property usable for Developer's purposes as contemplated by this Agreement are collectively referred to as the "Project". Each separate housing unit and the corresponding subdivided portion of the Property on which the unit is constructed is a "Project Phase" and such subdivided portion of the Property is a "Project Phase Parcel." 2. Construction; Reversion. The parties agree that Developer's commitment to undertake the Project and to construct the Improvements in timely fashion constitutes a material inducement for the City to convey the Property to Developer and that without said commitment City would not have conveyed the Property. As marked from the date that the Property is deeded to Developer, Developer must obtain a building permit and begin construction on the first home within twelve (12) months, the second home within twenty-four (24) months, the third home within thirty-six (36) months, and the fourth home within forty-eight (48) months. All construction must be completed within fifty-four (54) months of such date. If Developer has not begun in good faith the construction of the building described above upon a Project Phase Parcel in accordance with the schedule just stated, then title to such Project Phase Parcel will revert to City. If construction has not begun at the end of any such prescribed period, but the development of the Project Phase is still imminent, the City Council may, but shall not be required to, consent to an extension of time for the construction of the Improvements for such Project Phase. If, during the term of this Agreement, Developer determines the Project or any Project Phase to not be economically feasible, Developer may, after giving thirty (30) days written notice to City, deed the Property or any Project Phase Parcel(s) back to the City with no further obligation to either party. If development has commenced within the prescribed 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 Developer, the requirement that construction is to be completed within twenty-four (24) months 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 the title to the Property or Project Phase Parcel(s) shall revert to the City. In the event that title to the Property or any Project Phase Parcel shall revert to the City pursuant to the provisions of this Section 2, Developer agrees that it shall, at its own expense, promptly execute all documents or take such other actions as the City may reasonably request to effectuate said reversion, and Developer further agrees that it shall indemnify and hold harmless the City 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 or Developer's failure to carry on or complete same and said Property or Project Phase Parcel shall be returned with no liens or encumbrances caused by the Developer. 2.1 Platting and Release. In connection with the Project, Developer shall plat the Property as required by City's subdivision ordinance into no less than four lots, one for each building to be constructed. In connection with Developer's sale of any lot, City shall release such lot from the conditions and restrictions of this Agreement. The release of any given lot shall not affect the applicability or operation of this Agreement as to any lot that has not already been specifically released. 2.2 Subordination of City's Rights. If requested by Developer's construction lender (a "Lender"), City agrees to execute any document reasonably necessary to subordinate its rights under this Agreement to the Lender. Any document of subordination shall, at minimum, include the following provisions: A. Subordination of rights with respect to a given lot shall be conditioned upon Developer's actual commencement of construction of Improvements on such lot. B. City shall be permitted to assert, enforce, or exercise any subordinated rights following 30-days' prior written notice to the Lender, unless within such 30-day period Lender delivers written objection to City, which objection shall not be unreasonably made. 2 C. Subordination shall automatically terminate, without further notice or action, immediately upon Lender's release or assignment of its mortgage on the Property and Improvements. 3. Deed; Title. The City shall convey or cause to be conveyed fee simple title to the Property by quit claim deed, free and clear of all encumbrances except: (a) easements, conditions, and restrictions of record which do not, in Developer's opinion, interfere with Developer's proposed use; (b) current and future real property taxes and assessments subject to the agreements made herein; (c) general utility and right-of-way easements serving the Property; and (d) restrictions imposed by the City zoning ordinances and other applicable law. City shall not be obligated to deliver a deed or other conveyance documents to Developer until Developer delivers to City reasonable and satisfactory proof of financial ability to undertake and carry on the Project, which proof may take the form of a lending commitment letter. Developer shall, at its own expense, prepare an updated abstract of title, or in lieu thereof Developer may, at its own expense, obtain whatever form of title evidence it desires. If title is unmarketable or subject to matters not acceptable to Developer, and if City does not remedy or remove such objectionable matters in timely fashion following written notice of such objections from Developer, Developer may terminate this Agreement. City shall provide any title documents it has in its possession, including any abstracts, to assist in title preparation. 4. Tax Exemptions and Development Grants. A. In lieu of certain tax rebates, Developer agrees to apply to have the added taxable value of the Improvements for each Project Phase receive an exemption from taxation as provided in Iowa Code Chapter 404. City represents that the Property is located in an urban revitalization area that has been designated as such by the City in the exercise of its authority pursuant to Iowa Code Chapter 404. B. Provided that Developer has completed the Improvements for a Project Phase as set forth in Section 2, has executed a minimum assessment agreement with respect to such Project Phase as set forth in Section 5 below, and has met the conditions stated in Section 4.0 below, the City agrees to use fifty percent (50%) of the tax increment financing revenues in respect of the Project Phase Parcel for streetscape improvements to East 8th Street and fifty percent (50%) for additional grants to Developer to facilitate improvements to the Project site. The funding program described in this Section 4.B shall commence with the first full fiscal year for which the assessment in respect of a Project Phase is based upon the completed value of the Improvements and not a prior year for which the assessment is based solely upon the value of the Project Phase Parcel or upon the value of the Project Phase Parcel and a partial value of the Improvements due to partial completion of the Improvements or a partial tax year. City's obligations under this Section 4.13 shall continue for a period of ten (10) fiscal years. Tax increment financing revenues do not include any special assessment levy, debt service levy, or any other levy that is exempted from treatment as tax increment financing under the provisions of applicable law. 3 C. The taxable value of the Property as a result of the Improvements must be increased by a minimum of 10% and must increase the annual tax by a minimum of $500.00 over the January 1, 2006 taxable value of the land of $10,730. 5. Minimum Assessment Agreement. Developer acknowledges and agrees that it will pay when due all taxes and assessments, general or special, and all other charges whatsoever levied upon or assessed or placed against the Property or a Project Phase Parcel, and further agrees that prior to the date set forth in Section 2 of Exhibit C, it will not seek or cause a reduction in the taxable valuation for the Property or a Project Phase Parcel, which shall be fixed for assessment purposes, below the aggregate amount of $320,000.00, or $80,000.00 per Project Phase Parcel, ("Minimum Actual Value"), through: (i) willful destruction of the Property, the improvements thereon, or any part of either; (ii) a request to the assessor of Black Hawk County; or (iii) any proceedings, whether administrative, legal, or equitable, with any administrative body or court within the City, Black Hawk County, the State of Iowa, or the federal government. Developer agrees to sign said attached Exhibit "C" for each separate Project Phase before completion of Improvements for such Project Phase. 6. 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. 7. Representations and Warranties of Developer. Developer hereby represents and warrants as follows: A. Developer is not prohibited from consummating the transaction contemplated in this Agreement by any law, regulation, agreement, instrument, restriction, order or judgment. B. Developer is duly organized, validly existing, and in good standing under the laws of the State of Iowa. C. Developer 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 4 to be delivered to City hereunder is and shall be authorized to do so on behalf of Developer. 8. 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 Developer nor to create any liability for one party with respect to the liabilities or obligations of the other party or any other person. 9. Notices. Any notice under this Agreement shall be in writing and shall be delivered in person, by overnight delivery 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, to City Hall 715 Mulberry Street, Waterloo, Iowa 50703, facsimile number 291-4262, Attention: Mayor, with copies to the City Attorney and City Planner. (b) if to Developer, to David Deeds, 922 Mulberry St, Waterloo, Iowa 50703, facsimile number 319-433-0210, email david.deeds@collegestreet.info. Delivery of notice shall be deemed to occur (i) on the date of delivery when delivered in person, (ii) one (1) business day following deposit for overnight delivery to an overnight delivery 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 trans- mission was successful. 10. Amendment, Modification, and Waiver. No amendment, modification, or waiver of any condition, provision, or term of this Agreement shall be valid or of any effect unless made in writing, signed by the party or parties to be bound or by its duly authorized representative, 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. 11 . 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 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. 5 12. 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. 13. Binding Effect. This Agreement shall be binding and shall inure to the benefit of the parties and their respective successors, assigns, and legal representatives. 14. 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. 15. Entire Agreement. This Agreement, together with the Minimum Assessment Agreement attached hereto as Exhibit "C", 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. 16. Time of Essence. Time is of the essence of this Agreement. IN WITNESS WHEREOF, the parties have executed this Development Agreement as of the date written above. Cedar Valley Restoration & Development By: /0/yoo David Deeds Date City of Waterloo, Iowa By: 1012 3 /o6 imothy J. H rl , Mayor Date Attest � h)/a3 A6 Nancy eke ity Clerk Date 6 EXHIBIT "A" Lots 6, 7 and 10, Block 18, Original Plat of East Waterloo, City of Waterloo, Black Hawk County, Iowa. EXHIBIT "B" Proposed Development Site Plan Note: Site plan as proposed is subject to CVRD receiving all necessary approvals from the City of Waterloo and making a final determination of economic feasibility. � � E 0 i I b Q � o y L y h I �W W Nay ° mom CL CLmici I I I I P I �LLSpp � A i W i i I I i I Z� �y y � I l� U 0Q d y� I _.. ...__ ......_. _._ ...... ........ ._.._.._.._.._ .._.__._..._._...._.._ �I is alouloas a i I I i m a off° m UNU yQ C N I i EXHIBIT "C" MINIMUM ASSESSMENT AGREEMENT THIS MINIMUM ASSESSMENT AGREEMENT, dated as of this day of , 2006, by and among the CITY OF WATERLOO, IOWA, ("City"), Cedar Valley Restoration and Development, L.L.C., ("Developer"), and the COUNTY ASSESSOR of the City of Waterloo, Iowa ("Assessor"). WITNESSETH: WHEREAS, on or before the date hereof the City, and Developer have entered into a Development Agreement (the "Agreement") regarding certain real property located in the City; and WHEREAS, it is contemplated that pursuant to said Agreement, the Developer will undertake the development of an area ("Project") in phases (each a "Project Phase") within the City and within the "Rath Urban Renewal and Redevelopment Plan." WHEREAS, pursuant to Iowa Code section 403.6, as amended, the City and the Developer desire to establish a minimum actual value for the land and building thereon pursuant to the Agreement and applicable only to the Project Phase, which shall be effective upon substantial completion of the Project Phase and from then until this Agreement is terminated pursuant to the terms herein and which is intended to reflect the minimum actual value of the land and building as to the Project Phase only; and WHEREAS, the City and the Assessor have reviewed the preliminary plans and specifications for the improvements contemplated to be erected as a part of the Project. 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 Project Phase on the property described in Exhibit "A" attached hereto, the minimum actual taxable value which shall be fixed for assessment purposes for the land and improvements to be constructed thereon by the Developer as a part of the Project shall not be less than $320,000.00 aggregate, or $80,000.00 per Project Phase, ("Minimum Actual Value") until termination of this Minimum Assessment Agreement. The parties hereto agree the construction of the Project Phase will be substantially completed on or before January 1, 2. The Minimum Actual Value herein established shall be of no further force and effect and this Minimum Assessment Agreement shall terminate on December 31, [insert date that is end of 5th year after phase completion date]. Nothing herein shall be deemed to waive the rights or the Developer under Iowa Code section 403.6(19), as amended, 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 the Developer seek or cause the reduction of the actual value assigned below the Minimum Actual Value established herein during the term of this Agreement. The City shall not unreasonably withhold its consent to permit the Developer to contest its taxable valuations in full, commencing with the assessment of January 1, [insert date that is January 1 of the next year after the date in the preceding paragraph of this Section] 3. This Minimum Assessment Agreement shall be promptly recorded by the City with the Recorder of Black Hawk County, Iowa, the City paying all costs of recording. 4. Neither the recitals nor provisions of this Minimum Assessment Agreement are intended to, or shall be construed as, modifying the terms of the Agreement between the City and the Developer. 5. This Minimum Assessment Agreement shall inure to the benefit of and be binding upon the successors and assigns of the parties. CITY OF WATERLOO, IOWA 2 By: Timothy J. Hurle or ATTEST: Nancy Eckert ity Clerk Cedar Valley Restoration and Development,, L.L.C. David Deeds, Managing Member STATE OF IOWA ) COUNTY OF BLACK HAWK On this � day of C 'w before me a Notary Public in and for the State of Iowa, personally appeared Timothy J. Hurley and Nancy Eckert 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 Municipal corporation, 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 Municipal Corporation, and that said instrument was signed and sealed on behalf of said Municipal Corporation 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 Municipal Corpora ion by it and by them voluntarily executed. Notary'Public, State of Iowa STATE OF IOWA, BLACK HAWK COUNTY, ss: Signed before me on OU 3 , aom- , by David Deeds as Managing Member of Cedar Valley Restoration and Development, L.L.C. &-k-166 Notary Public, State 6f Iowa 3 CERTIFICATION OF ASSESSOR The undersigned, having reviewed the plans and specifications for the improvements to be constructed and the market value assigned to the land upon which the improvements are to be constructed for the development, 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 subject to the development, upon completion of improvements to be made on it and in accordance with the Minimum Assessment Agreement, certifies that the actual value assigned to such land, building and equipment upon completion of the development shall not be less than Eighty Thousand Dollars ($80,000.00). Assessor for Black Hawk County, Iowa Date STATE OF IOWA ) COUNTY OF BLACK HAWK ) Subscribed and sworn to before me by Assessor for Black Hawk County, Iowa. Notary Public, State of Iowa Date 4