HomeMy WebLinkAboutCastro Properties, LLC - Dev. Agrmnt. (RECORDED)- 1525 Oakwood Dr - 10.2.2023 1111 II III llOIIII II II III I II II
Doc ID: 012029640014 Type: GEN
Recorded: 11/02/2023 at 11:57:25 AM
Fee Amt: $72.00 Page 1 of 14
Black Hawk County Iowa
SANDIE L. SMITH RECORDER Q Q
File2024-00005898
Prepay r: Christopher S.Wendland, P.O. Box 596,Waterloo, Iowa 50704 (319)234-5701
After recording, return to Community Planning&Development, 715 Mulberry Street, Waterloo, IA 50703.
DEVELOPMENT AGREEMENT
This Development Agreement (the "Agreement") is entered into as of
LCA—o ? , 2023, by and between Castro Properties, LLC ("Company"), and
the City of Waterloo, Iowa ("City").
RECITALS
A. Company is willing and able to finance and rehabilitate an existing
property located at 1525 Oakwood Drive, Waterloo, Iowa (the "Property"),
legally described as set forth on Exhibit "A" attached hereto.
B. 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. City believes
that rehabilitation of the Property is in the 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.
AGREEMENT
NOW, THEREFORE, in consideration of the mutual covenants set forth herein,
the parties agree as follows:
1. Sale of Property; Title. Subject to the terms hereof, City shall convey the
Property to Company for the sum of $15,100.00 (the "Purchase Price"), of which
$1,000.00 shall be paid in certified funds to City to be held in trust as earnest money
and applied at closing to the Purchase Price. Conveyance shall be by quit claim deed,
free and clear of all encumbrances arising by or through City except: (a) easements,
servitudes, conditions and restrictions of record; (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 Property; and (d) restrictions imposed by
the City zoning ordinances and other applicable law. City shall have no duty to convey
title to Company until Company delivers to City reasonable and satisfactory proof of
financial ability to undertake and carry on the Project (defined below), which may take
the form of a lending commitment letter. 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. City shall provide any title documents it has in
its possession, including any abstracts, to assist in title review.
2. Improvements by Company. Company acknowledges that it has had a
reasonable opportunity to inspect the Property and to conduct other due diligence
related to the Project. Company agrees to accept the Property in its "AS IS" condition,
without any warranty from City, expressed or implied, as to the condition of the
Property, its marketability, or its fitness for any particular purpose. Company shall (a)
remove and properly dispose of all debris and unwanted personal property from the
dwelling, (b) rehabilitate the existing structure(s) on the Property for single-family
residential purposes and (c) make other improvements to the buildings and grounds,
including but not limited to construction of a garage (attached or detached) with
dimensions of no less than 14' x 20' (collectively, the "Improvements"). The
Improvements shall be constructed in accordance with the terms of this Agreement, all
applicable City, state, and federal building codes, shall comply with all applicable City
ordinances and other applicable law, and shall be of a scope and scale as described in
Company's offer submitted to City, a copy of which is attached hereto as Exhibit "B."
Company 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 Improvements may be lawfully constructed. The
Property, the Improvements, and all other work to make the project site usable for
Company's purposes as contemplated by this Agreement are collectively referred to as
the "Project."
3. Timeliness of Construction; Possibility of Reverter. The parties agree
that Company's commitment to cause the Project to be undertaken and to rehabilitate
the Property in a timely manner constitutes a material inducement for the City to extend
the development incentives provided for in this Agreement, including but not limited to
its commitment to convey the Property to Company, and that without said commitment
City would not have done so. Subject to Unavoidable Delays (defined below), Company
must obtain a building permit and begin construction of the Improvements within six (6)
months from the date of that it receives title to the Property from City (the "Project Start
Date"), and Substantially Complete rehabilitation within fourteen (14) months thereafter
(the "Project Completion Date"). For purposes of this Agreement, "Substantially
Completed" means the date on which the rehabilitation Improvements have been
completed to the extent necessary for the City to issue a certificate of occupancy
relating thereto and City has also verified that any Project element for which no permit
was necessary has been Substantially Completed.
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If Company does not Substantially Complete construction of the
Improvements on the schedule stated above, then City may terminate this Agreement
as set forth in Section 13, and City shall then have no further obligation under this
Agreement. In any circumstance where Company's progress on the Project fails to
meet the schedule stated above, then City's Community Planning and Development
Director may, but shall not be required to, consent to an extension of time of up to six
(6) months for the construction of the Improvements, and if an extension is granted but
construction of the Improvements has not begun within such extended period, then any
further time extensions will require consent of the City Council. If development has
commenced within the required period, as the same may be extended, and is
subsequently stopped 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 (each an "Unavoidable Delay"), the requirement that construction be
completed by the Completion Deadline shall be tolled for a period of time equal to the
period of Unavoidable Delay.
4. Reverter of Title; Indemnity. 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
Property that is free and clear of any lien, claim, charge, security interest, mortgage or
encumbrance (collectively, "Liens") arising by or through Company. Company shall pay
in full, so as to discharge or satisfy, all Liens on or against the Property. In connection
with any reverter of title, Company shall not be entitled to a refund of the Purchase
Price. Appointment of Attorney in Fact: If Company fails to deliver such documents,
including but not limited to a special warranty deed, to City within thirty (30) days after
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 attorney-
in-fact.
Company further agrees that it shall indemnify City and hold it harmless
with respect to any demand, claim, cause of action, damage, cost, expense, liability or
injury made, suffered, or incurred as a result of or in connection with the Project, or
Company's failure to carry on or complete same, or any Lien or Liens on or against the
Property of any type or nature whatsoever that attaches to the Property by virtue of
Company's ownership of same. If City files suit to enforce the terms of this Agreement
and prevails in such suit, then Company shall be liable for all legal expenses, including
but not limited to reasonable attorneys' fees, incurred by City. Company's duties of
indemnity pursuant to this Section shall survive the expiration, termination or
cancellation of this Agreement for any reason.
5. Reserved.
6. Utilities. Company will be responsible for obtaining or extending water,
sewer, telephone, electricity, gas and other utility services to any location on the Project
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Site and for payment of any associated connection fees and costs of usage after the
date of conveyance from City.
7. Additional City Incentives. In addition to the other incentives provided
by City to Company under this Agreement, City agrees to provide the following
assistance to facilitate the Project:
A. Partial Purchase Price Refund. Within thirty (30) days after
Company has Substantially Completed the Improvements and has obtain final
inspection on all permits obtained for the Project, City will refund $5,000.00 of the
Purchase Price to Company.
B. Grant. Concurrently with partial refund of the Purchase Price
pursuant to paragraph A above, City will make a $5,000.00 infill housing
incentive grant to Company.
8. No Encumbrances; Limited Exception. Until completion of the
Improvements, Company agrees that it shall not create, incur, or suffer to exist any
Liens on the Property, other than such mortgage or mortgages as may be reasonably
necessary to finance Company's completion of the Improvements and of which
Company notifies City before Company executes any such mortgage. Company may
not mortgage the Property or any part thereof for any purpose except in connection with
financing of the Improvements. Any other mortgage shall be void.
9. No Assignment or Conveyance. Company agrees that it will not sell,
convey, assign or otherwise transfer its interest in the Property prior to completion of the
Project, 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.
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:
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A. This Agreement has been duly and validly authorized, executed
and delivered by Company 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 Company that is 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.
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 violation or breach of, the terms, conditions or
provisions of any contractual restriction, evidence of indebtedness, agreement or
instrument of whatever nature to which Company is now a party or by which it or
its property is bound, nor do they constitute a default under any of the foregoing.
C. There are no actions, suits or proceedings pending or threatened
against or affecting Company 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 Company or which in
any manner raises any questions affecting the validity of the Agreement or
Company's ability to perform its obligations under this Agreement.
12. Default. The following shall be "Events of Default" under this Agreement,
and the term "Event of Default" shall mean any one or more of the following events that
continues beyond any applicable cure periods:
A. Failure by Company to cause the rehabilitation Improvements to be
commenced and completed pursuant to the terms, conditions and limitations of
this Agreement;
B. Transfer by Company of any interest (either directly or indirectly) in
the Improvements, the Property, or this Agreement, without the prior written
consent of City;
C. Failure by any party hereto to substantially observe or perform any
covenant, condition, obligation or agreement on its part to be observed or
performed under this Agreement;
D. Any representation or warranty made by Company in this
Agreement, or made by Company in any written statement or certificate furnished
by Company 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.
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E. Company (1) files any petition in bankruptcy or for any
reorganization, arrangement, composition, readjustment, liquidation, dissolution,
or similar relief under the federal bankruptcy law or any similar state law; (2)
makes an assignment for the benefit of its creditors; (3) admits in writing its
inability to pay its debts generally as they become due; (4) is adjudicated a
bankrupt or insolvent; or if a petition or answer proposing the adjudication of
Company 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 Company, or part
thereof, shall be appointed in any proceedings brought against Company and
shall not be discharged within ninety (90) days after such appointment, or if
Company shall consent to or acquiesce in such appointment; or (5) defaults
under any mortgage applicable to the Property.
13. Remedies.
A. Default by Company. Whenever any Event of Default in respect of
Company occurs and is continuing, City may terminate this Agreement. Before
exercising such remedy, City shall give 30 days' written notice to Company of the
Event of Default, provided that by the conclusion of such period the Event of
Default shall not have been cured, or the Event of Default cannot reasonably be
cured within 30 days and Company shall not have provided assurances
reasonably satisfactory to the City that the Event of Default will be cured as soon
as reasonably possible. Upon termination, City may exercise any and all
remedies available at law, equity, contract or otherwise for recovery of any sums
paid by City to Company before the date of termination or to recover ownership
of the Property as set forth in this Agreement.
B. Default by City. Whenever any Event of Default in respect of City
occurs and is continuing, Company may take such action against City to require
it to specifically perform its obligations hereunder. Before exercising such
remedy, Company shall give 30 days' written notice to City of the Event of
Default, provided that by the conclusion of such period the Event of Default shall
not have been cured, or if the Event of Default cannot reasonably be cured within
30 days and City shall not have provided assurances reasonably satisfactory to
the Company that the Event of Default will be cured as soon as reasonably
possible.
C. Remedies under this Agreement shall be cumulative and in addition
to any other right or remedy given under this Agreement or existing at law or in
equity or by statute. Waiver as to any particular default, or delay or omission in
exercising any right or power accruing upon any default, shall not be construed
as a waiver of any other or any subsequent default and shall not impair any such
right or power.
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14. Indemnification. Company hereby releases City, its elected officials,
officers, employees, and agents (collectively, the "indemnified parties") from, covenants
and agrees that the indemnified parties shall not be liable for, and agrees 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 the Project site or
resulting from any defect in the Improvements. The indemnified parties shall not be
liable for any damage or injury to the persons or property of Company or its directors,
officers, employees, contractors or agents, or any other person who may be about the
Project site or the Improvements, due to any act of negligence or willful misconduct of
any person, other than any act of negligence or willful misconduct on the part of any
such indemnified party or its officers, employees or agents. The provisions of this
Section shall survive the expiration or termination of this Agreement.
15. 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,
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.
16. Performance by City. Company acknowledges and agrees that all of the
obligations of City under this Agreement shall be subject to, and performed by City in
accordance with, all applicable statutory, common law or constitutional provisions and
procedures consistent with City's lawful authority. All covenants, stipulations, promises,
agreements and obligations of City contained in this Agreement shall be deemed to be
the covenants, stipulations, promises, agreements and obligations of City and not of any
governing body member, officer, employee or agent of City in the individual capacity of
such person.
17. No Third-Party Beneficiaries. No rights or privileges of any party hereto
shall inure to the benefit of any contractor, subcontractor, material supplier, or any other
person or entity, and no such contractor, subcontractor, material supplier, or other
person or entity shall be deemed to be a third-party beneficiary of any of the provisions
of this Agreement.
18. 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:
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(a) if to City, at 715 Mulberry Street, Waterloo, Iowa 50703, fax number
319-291-4571, Attention: Mayor, with copies to the City Attorney and the
Community Planning and Development Director.
(b) if to Company, at 1420 Jefferson Street, Waterloo, Iowa 50702.
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
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.
19. 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.
20. 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 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.
21. Severability; Reformation. 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.
22. 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.
8
23. Binding Effect. This Agreement shall be binding and shall inure to the
benefit of the parties and their respective successors, assigns, and legal
representatives.
24. 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.
25. Entire Agreement. This Agreement, 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.
26. 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 CASTRO PROPERTIES, LLC
)70 By: B .
Quentin M. Hart, Mayor Roberto Castro
Managing Member
Attest: Vilitt.)
elley FelchlE( City Clerk
PERSONAL GUARANTY. The undersigned owner(s) 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 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, if any. Liability of guarantors
hereunder is joint and several.
Aki,40 „altut.
Roberto Castro
9
EXHIBIT "A"
Legal Description of Property
Lot 45 in Greenbrier Fourth Addition, Black Hawk County, Iowa.
EXHIBIT "B"
Company's Proposal
See attached.
2
City of Waterloo Property Offer to Bid Form
Property to be bid upon: 1525 Oakwood Drive
Name(s) in which property would be transferred: Orm 4-vv Pro e,� i e 3 L L C
P
Transfer Form:
(For example,individual ownership,tenants-in-common,joint tenancy with full rights of survivorship)
Name of bidder: ] 0 b e./4--v 0,6
Address of bidder: l t{t10 e cCe,rs 0 ►- S W to 110 o , in
Phone &e-mail of bidder: (3100 a t?9-O b 15 ro w}-ra S vino
My offer for this property is: $ 1 g , 100. 00
Minimum bid of$5,000, Proposals less than minimum will not be considered
$1,000.00 earnest fee required. Indicate certified check or money order:(k 0 66C9 i
(Note: this amount is refundable for unsuccessful bidders. The fee will not be refunded for
successful bidders who withdraw their offer.Also,it is required that the earnest fee be paid per
property if bidding on multiple properties.Certified check or money order required.)
Brief Description of intended Improvements and proposed use:
Id g C e,i - 11,1 �E //��/�� t , {bp-4- s 5;
ckl C r5 Ol +door 5' n e& sid,r J s� t" I+ 64 4-cc'1-6.,
vv.(w --i-.s LI tat v,,/ eAr CaNiSt- ►-k err. j Plc/,-Y,b, Y..t~,, d„y �,v t +11,
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Furthermore, I understand the zoning designation of the property and
understand the zoning and building code requirements that I am bound by this
designation for my use of property.
Note: The successful bidder will be required to sign a Development
Agreement binding them to the specified completion deadline of fourteen (14)
months and other development provisions.
0 9 /5 )(0a3
Signature of applicant/proposer Date
* Please Place this sheet at the beginning of your bid packet when submitting to the City Planning
Department. If bidding on multiple properties,please use a separate bid packet for each bid.
Milken Robert Castro Construction, Inc
P.O.Box 2493 Waterloo,IA 50704
RIroPhone (319)269-0615
c o n s.t f'Il c t l o n info@robertcastroconstruction.cotn
www.robertcastroconstruction.con 1
September 5, 2023
City of Waterloo
Community Planning & Development Department
715 Mulberry St
Waterloo, IA 50703
RE: 1525 Oakwood Dr Waterloo, IA
Dear Sir or Madan,
Castro Properties, LLC by Roberto and Florentina Castro proposes to buy the property at 1525
Oakwood Drive in Waterloo, Iowa to remodel it inside and outside and sale to a potential owner
occupied.
For reference, in the past we bought two properties from you at 1640 Cherry Hills Drive and 1606
Williston Avenue remodeled everything until look like new homes. We are ready to start a new
project and will be a pleasure to do the same with the property that we propose to buy, we have
the experiences and financial ability to transform it to a lovely home.
We own Robert Castro Construction, Inc and we will do most of the remodelation, we will only
subcontractor an Electrician, plumber and insulation contractor. We are expecting to spend
around $160,000.00 in whole remodelation and build the garage.
I am listing the improvements that we will get done on 1525 Oakwood Drive to make that house
habitable again.
1. Get a building permit from City of Waterloo.
2. Take down the front and back bushes and small trees in the back yard so we can have a
bigger yard.
3. Turn down carport attached to house.
4. Figure out the best place to build a 2 cars garages in the property.
5. Tear off existing asphalt shingles from house and haul debris away.
6. Blow insulation in attic.
7. Install new asphalt shingles on house and new garage.
8. Remove drywall from house.
9. Inspect the framing and replace any bad boards.
10. In the basement we will design and see what we can get done so it can be a finished
basement.
11. Install new electricity system in whole house.
Free Estimates,Insured and Experience
oa Robert Castro Construction, Inc
QAstrt P.O.Box 2493 Waterloo,IA 50704
o Phone(319) 269-0615
conit C t 10 n infoCtrobertcastroconstruction.corn
www.rober•tcastroconstruction.coru
12. Install new plumber pipes on house.
13. Install net insulation in whole house.
14. Install new black Pella windows on whole house and garage.
15. Install new black Pella entry doors on house and garage.
16. Install new aluminum garage door with new door opener.
17. Replace shower and toilet.
18. Build a new full bath in the basement.
19. Install new drywall on whole house.
20. Paint the house.
21. Install new kitchen cabinets.
22. Install new vanities in the bathrooms.
23. Install new countertop on kitchen cabinets.
24. Install new water proof vinyl plank flooring on bathrooms, kitchen, dining room and living
room floors.
25. Install new carpet on bedrooms.
26. Install new doors and wood trim on each door.
27. Install new baseboard on whole house.
28. Remove siding from house.
29. Install new %" insulation on house.
30. Install new Double 4" Monogram vinyl siding (color: white).
31. Install shake siding on front dormer of house and garage.
32. Install new 6" aluminum fascia.
33. Install new aluminum soffit.
34. Install new furnace unit and pipes on house.
35. Install new air conditioner unit.
36. Remove existing concrete driveway and install new colored concrete driveway.
37. Plant some flowers in the front of the house and do a nice landscaping.
Thank you in advance for your time and consideration on our proposal, if you have any question
or concern, please feel free to contact us any time.
Sinc y
, a .
oberto Castro
President
Free Estimates,Insured and Experience
Preparer: Christopher S.Wendland, P.O. Box 596,Waterloo, Iowa 50704 (319)234-5701
After recording, return to Community Planning&Development, 715 Mulberry Street, Waterloo, IA 50703.
DEVELOPMENT AGREEMENT
This Development Agreement (the "Agreement") is entered into as of
(k+ 'Aoky l , 2023, by and between Castro Properties, LLC ("Company"), and
the City of Waterloo, Iowa ("City").
RECITALS
A. Company is willing and able to finance and rehabilitate an existing
property located at 1525 Oakwood Drive, Waterloo, Iowa (the "Property"),
legally described as set forth on Exhibit "A" attached hereto.
B. 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. City believes
that rehabilitation of the Property is in the 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.
AGREEMENT
NOW, THEREFORE, in consideration of the mutual covenants set forth herein,
the parties agree as follows:
1. Sale of Property; Title. Subject to the terms hereof, City shall convey the
Property to Company for the sum of $15,100.00 (the "Purchase Price"), of which
$1 ,000.00 shall be paid in certified funds to City to be held in trust as earnest money
and applied at closing to the Purchase Price. Conveyance shall be by quit claim deed,
free and clear of all encumbrances arising by or through City except: (a) easements,
servitudes, conditions and restrictions of record; (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 Property; and (d) restrictions imposed by
the City zoning ordinances and other applicable law. City shall have no duty to convey
title to Company until Company delivers to City reasonable and satisfactory proof of
financial ability to undertake and carry on the Project (defined below), which may take
the form of a lending commitment letter. 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. City shall provide any title documents it has in
its possession, including any abstracts, to assist in title review.
2. Improvements by Company. Company acknowledges that it has had a
reasonable opportunity to inspect the Property and to conduct other due diligence
related to the Project. Company agrees to accept the Property in its "AS IS" condition,
without any warranty from City, expressed or implied, as to the condition of the
Property, its marketability, or its fitness for any particular purpose. Company shall (a)
remove and properly dispose of all debris and unwanted personal property from the
dwelling, (b) rehabilitate the existing structure(s) on the Property for single-family
residential purposes and (c) make other improvements to the buildings and grounds,
including but not limited to construction of a garage (attached or detached) with
dimensions of no less than 14' x 20' (collectively, the "Improvements"). The
Improvements shall be constructed in accordance with the terms of this Agreement, all
applicable City, state, and federal building codes, shall comply with all applicable City
ordinances and other applicable law, and shall be of a scope and scale as described in
Company's offer submitted to City, a copy of which is attached hereto as Exhibit "B."
Company 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 Improvements may be lawfully constructed. The
Property, the Improvements, and all other work to make the project site usable for
Company's purposes as contemplated by this Agreement are collectively referred to as
the "Project."
3. Timeliness of Construction; Possibility of Reverter. The parties agree
that Company's commitment to cause the Project to be undertaken and to rehabilitate
the Property in a timely manner constitutes a material inducement for the City to extend
the development incentives provided for in this Agreement, including but not limited to
its commitment to convey the Property to Company, and that without said commitment
City would not have done so. Subject to Unavoidable Delays (defined below), Company
must obtain a building permit and begin construction of the Improvements within six (6)
months from the date of that it receives title to the Property from City (the "Project Start
Date"), and Substantially Complete rehabilitation within fourteen (14) months thereafter
(the "Project Completion Date"). For purposes of this Agreement, "Substantially
Completed" means the date on which the rehabilitation Improvements have been
completed to the extent necessary for the City to issue a certificate of occupancy
relating thereto and City has also verified that any Project element for which no permit
was necessary has been Substantially Completed.
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If Company does not Substantially Complete construction of the
Improvements on the schedule stated above, then City may terminate this Agreement
as set forth in Section 13, and City shall then have no further obligation under this
Agreement. In any circumstance where Company's progress on the Project fails to
meet the schedule stated above, then City's Community Planning and Development
Director may, but shall not be required to, consent to an extension of time of up to six
(6) months for the construction of the Improvements, and if an extension is granted but
construction of the Improvements has not begun within such extended period, then any
further time extensions will require consent of the City Council. If development has
commenced within the required period, as the same may be extended, and is
subsequently stopped 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 (each an "Unavoidable Delay"), the requirement that construction be
completed by the Completion Deadline shall be tolled for a period of time equal to the
period of Unavoidable Delay.
4. Reverter of Title; Indemnity. 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
Property that is free and clear of any lien, claim, charge, security interest, mortgage or
encumbrance (collectively, "Liens") arising by or through Company. Company shall pay
in full, so as to discharge or satisfy, all Liens on or against the Property. In connection
with any reverter of title, Company shall not be entitled to a refund of the Purchase
Price. Appointment of Attorney in Fact: If Company fails to deliver such documents,
including but not limited to a special warranty deed, to City within thirty (30) days after
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 attorney-
in-fact.
Company further agrees that it shall indemnify City and hold it harmless
with respect to any demand, claim, cause of action, damage, cost, expense, liability or
injury made, suffered, or incurred as a result of or in connection with the Project, or
Company's failure to carry on or complete same, or any Lien or Liens on or against the
Property of any type or nature whatsoever that attaches to the Property by virtue of
Company's ownership of same. If City files suit to enforce the terms of this Agreement
and prevails in such suit, then Company shall be liable for all legal expenses, including
but not limited to reasonable attorneys' fees, incurred by City. Company's duties of
indemnity pursuant to this Section shall survive the expiration, termination or
cancellation of this Agreement for any reason.
5. Reserved.
6. Utilities. Company will be responsible for obtaining or extending water,
sewer, telephone, electricity, gas and other utility services to any location on the Project
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Site and for payment of any associated connection fees and costs of usage after the
date of conveyance from City.
7. Additional City Incentives. In addition to the other incentives provided
by City to Company under this Agreement, City agrees to provide the following
assistance to facilitate the Project:
A. Partial Purchase Price Refund. Within thirty (30) days after
Company has Substantially Completed the Improvements and has obtain final
inspection on all permits obtained for the Project, City will refund $5,000.00 of the
Purchase Price to Company.
B. Grant. Concurrently with partial refund of the Purchase Price
pursuant to paragraph A above, City will make a $5,000.00 infill housing
incentive grant to Company.
8. No Encumbrances; Limited Exception. Until completion of the
Improvements, Company agrees that it shall not create, incur, or suffer to exist any
Liens on the Property, other than such mortgage or mortgages as may be reasonably
necessary to finance Company's completion of the Improvements and of which
Company notifies City before Company executes any such mortgage. Company may
not mortgage the Property or any part thereof for any purpose except in connection with
financing of the Improvements. Any other mortgage shall be void.
9. No Assignment or Conveyance. Company agrees that it will not sell,
convey, assign or otherwise transfer its interest in the Property prior to completion of the
Project, 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.
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:
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A. This Agreement has been duly and validly authorized, executed
and delivered by Company 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 Company that is 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.
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 violation or breach of, the terms, conditions or
provisions of any contractual restriction, evidence of indebtedness, agreement or
instrument of whatever nature to which Company is now a party or by which it or
its property is bound, nor do they constitute a default under any of the foregoing.
C. There are no actions, suits or proceedings pending or threatened
against or affecting Company 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 Company or which in
any manner raises any questions affecting the validity of the Agreement or
Company's ability to perform its obligations under this Agreement.
12. Default. The following shall be "Events of Default" under this Agreement,
and the term "Event of Default" shall mean any one or more of the following events that
continues beyond any applicable cure periods:
A. Failure by Company to cause the rehabilitation Improvements to be
commenced and completed pursuant to the terms, conditions and limitations of
this Agreement;
B. Transfer by Company of any interest (either directly or indirectly) in
the Improvements, the Property, or this Agreement, without the prior written
consent of City;
C. Failure by any party hereto to substantially observe or perform any
covenant, condition, obligation or agreement on its part to be observed or
performed under this Agreement;
D. Any representation or warranty made by Company in this
Agreement, or made by Company in any written statement or certificate furnished
by Company 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.
5
E. Company (1) files any petition in bankruptcy or for any
reorganization, arrangement, composition, readjustment, liquidation, dissolution,
or similar relief under the federal bankruptcy law or any similar state law; (2)
makes an assignment for the benefit of its creditors; (3) admits in writing its
inability to pay its debts generally as they become due; (4) is adjudicated a
bankrupt or insolvent; or if a petition or answer proposing the adjudication of
Company 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 Company, or part
thereof, shall be appointed in any proceedings brought against Company and
shall not be discharged within ninety (90) days after such appointment, or if
Company shall consent to or acquiesce in such appointment; or (5) defaults
under any mortgage applicable to the Property.
13. Remedies.
A. Default by Company. Whenever any Event of Default in respect of
Company occurs and is continuing, City may terminate this Agreement. Before
exercising such remedy, City shall give 30 days' written notice to Company of the
Event of Default, provided that by the conclusion of such period the Event of
Default shall not have been cured, or the Event of Default cannot reasonably be
cured within 30 days and Company shall not have provided assurances
reasonably satisfactory to the City that the Event of Default will be cured as soon
as reasonably possible. Upon termination, City may exercise any and all
remedies available at law, equity, contract or otherwise for recovery of any sums
paid by City to Company before the date of termination or to recover ownership
of the Property as set forth in this Agreement.
B. Default by City. Whenever any Event of Default in respect of City
occurs and is continuing, Company may take such action against City to require
it to specifically perform its obligations hereunder. Before exercising such
remedy, Company shall give 30 days' written notice to City of the Event of
Default, provided that by the conclusion of such period the Event of Default shall
not have been cured, or if the Event of Default cannot reasonably be cured within
30 days and City shall not have provided assurances reasonably satisfactory to
the Company that the Event of Default will be cured as soon as reasonably
possible.
C. Remedies under this Agreement shall be cumulative and in addition
to any other right or remedy given under this Agreement or existing at law or in
equity or by statute. Waiver as to any particular default, or delay or omission in
exercising any right or power accruing upon any default, shall not be construed
as a waiver of any other or any subsequent default and shall not impair any such
right or power.
6
14. Indemnification. Company hereby releases City, its elected officials,
officers, employees, and agents (collectively, the "indemnified parties") from, covenants
and agrees that the indemnified parties shall not be liable for, and agrees 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 the Project site or
resulting from any defect in the Improvements. The indemnified parties shall not be
liable for any damage or injury to the persons or property of Company or its directors,
officers, employees, contractors or agents, or any other person who may be about the
Project site or the Improvements, due to any act of negligence or willful misconduct of
any person, other than any act of negligence or willful misconduct on the part of any
such indemnified party or its officers, employees or agents. The provisions of this
Section shall survive the expiration or termination of this Agreement.
15. 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,
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.
16. Performance by City. Company acknowledges and agrees that all of the
obligations of City under this Agreement shall be subject to, and performed by City in
accordance with, all applicable statutory, common law or constitutional provisions and
procedures consistent with City's lawful authority. All covenants, stipulations, promises,
agreements and obligations of City contained in this Agreement shall be deemed to be
the covenants, stipulations, promises, agreements and obligations of City and not of any
governing body member, officer, employee or agent of City in the individual capacity of
such person.
17. No Third-Party Beneficiaries. No rights or privileges of any party hereto
shall inure to the benefit of any contractor, subcontractor, material supplier, or any other
person or entity, and no such contractor, subcontractor, material supplier, or other
person or entity shall be deemed to be a third-party beneficiary of any of the provisions
of this Agreement.
18. 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:
7
(a) if to City, at 715 Mulberry Street, Waterloo, Iowa 50703, fax number
319-291-4571, Attention: Mayor, with copies to the City Attorney and the
Community Planning and Development Director.
(b) if to Company, at 1420 Jefferson Street, Waterloo, Iowa 50702.
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
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.
19. 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.
20. 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 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.
21. Severability; Reformation. 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.
22. 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.
8
23. Binding Effect. This Agreement shall be binding and shall inure to the
benefit of the parties and their respective successors, assigns, and legal
representatives.
24. 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.
25. Entire Agreement. This Agreement, 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.
26. 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 CASTRO PROPERTIES, LLC
By: Sew B . 0
Quentin M. Hart, Mayor Roberto Castro
Managing Member
Attest: KbeteA.
elley Felchl City Clerk
PERSONAL GUARANTY. The undersigned owner(s) 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 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, if any. Liability of guarantors
hereunder is joint and several.
gok040 �.
Roberto Castro
9
EXHIBIT "A"
Legal Description of Property
Lot 45 in Greenbrier Fourth Addition, Black Hawk County, Iowa.
EXHIBIT "B"
Company's Proposal
See attached.
2
City of Waterloo Property Offer to Bid Form
Property to be bid upon: 1525 Oakwood Drive
Name(s) in which property would be transferred: 0 -(yD Propc1 e5, L L C
Transfer Form:
(For example,individual ownership,tenants-in-common,joint tenancy with full rights of survivorship)
Name of bidder: n b e�ry 05
Address of bidder: 14 a0 e fC1e,110 v, S Uv e? +lti 00 , in
Phone & e-mail of bidder: (314) ,2 f 9—Obl5 ro 17ev-4-ca5-Erornphb,. (�1n4-mad l .co ram.
My offer for this property is: $ 15 100. 0O
Minimum bid of$5,000. Proposals less than minimum will not be considered
$1,000.00 earnest fee required. Indicate certified check or money order:Ck 'I 0666N
(Note: this amount is refundable for unsuccessful bidders. The fee will not be refunded for
successful bidders who withdraw their offer.Also,it is required that the earnest fee be paid per
property if bidding on multiple properties.Certified check or money order required.)
Brief Description of intended Improvements and proposed use:
11a' CIon,. � ri et.91 S,d,-Y,g S.o grrdr t •Ca-sch?C :Ne1ss-i-a.11
ry t.i ir.S�Va v,.,f drr�Si O•\ lwAvlc m Q1cirn4, y.A{r (Ivy .w.41��
WA-CV-9n r :r,�'s , v p u et Alf b} ,nI'�+, ro e r, lo�i ,.r, o
-,r. b .-. e„% e 1-,n ' 5 da „t e t.a 11 s u 14
40 p, eo "-V, (?twt)p; 0
Furthermore, I understand the zoning designation of the property and
understand the zoning and building code requirements that I am bound by this
designation for my use of property.
Note: The successful bidder will be required to sign a Development
Agreement binding them to the specified completion deadline of fourteen (14)
months and other development provisions.
• 9 /5 )ac) a-3
Signature of applicant/proposer Date
* Please Place this sheet at the beginning of your bid packet when submitting to the City Planning
Department. If bidding on multiple properties,please use a separate bid packet for each bid.