HomeMy WebLinkAboutGrant Park, LLC - DA and MAA - 8.21.23 Prepared by Christopher S.Wendland, P.O. Box 596,Waterloo, IA 50704 Phone(319)234-5701
DEVELOPMENT AGREEMENT
This Development Agreement (the "Agreement") is entered into as of
i/ I , 2023 by and between Grant Park, L.L.C. (the "Company") and the City
of Waterloo, Iowa (the "City").
RECITALS
A. In furtherance of the objectives of Chapter 403 of the Code of Iowa, as
amended (the "Urban Renewal Act"), City is engaged in carrying out
Urban
B. renewal project activities in an area known as the Crossroads Waterloo
Urban Renewal and Redevelopment Area ("Urban Renewal Area").
C. Company is willing and able to finance and erect structures and related
improvements on property located in the Urban Renewal Area, and legally
described on Exhibit "A" and Exhibit "A-1" attached hereto (the "Project
Property").
D. 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, and the City
further believes that the project is in the vital and best interests of the City
and that the project and such incentives are in accordance with the public
purposes and provisions of 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. Development Property. Company is purchasing from a third party
certain real property located at 2775 Crossroads Blvd., described on Exhibit "A"
attached hereto (the "Property"). Company will undertake the Project (defined below)
upon the Project Property.
2. Improvements by Company; Schedule. Company shall demolish the
existing structure and construct a new commercial building of no less than 9,750 square
feet and related landscaping, paving, signage and parking improvements (collectively,
the "Improvements"). Company agrees that the Improvements shall be constructed in
accordance with the terms of this Agreement, the urban renewal plan, and all applicable
City, state, and federal building codes and shall comply with all applicable City
ordinances and other applicable law. 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 Project Property, the Improvements, and all
development-related work to make the Project Property usable for Company's purposes
as contemplated by this Agreement are collectively referred to as the "Project".
Company shall commence Improvements within eight (8) months after the date of this
Agreement, and the Project shall be Substantially Completed by December 31, 2024
(the "Completion Deadline"). For purposes of this Agreement, "Substantially
Completed" means the date on which the Improvements have been completed to the
extent necessary for the City to issue a certificate of occupancy relating thereto and the
City has verified that any Project element for which no permit was necessary has been
Substantially Completed.
3. Construction Plans. Company agrees that it will cause the
Improvements to be constructed on the Project Property in conformance with
construction plans (the "Plans") that have been submitted to the City. Company agrees
that the scope and scale of the Improvements to be constructed shall not be
significantly less than the scope and scale of the Improvements as detailed and outlined
in the Plans.
If any material modification in the scope, scale or nature of the Plans is
proposed, Company shall submit modified Plans (the "Modified Plans") to the City for
review. Modified Plans shall be subject to approval by the City as provided in this
Section. City shall approve the modified Plans in writing if: (a) the Modified Plans
conform to the terms and conditions of this Agreement; (b) the Modified Plans conform
to the terms and conditions of the urban renewal plan; (c) the Modified Plans conform to
all applicable federal, state and local laws, ordinances, rules and regulations and City
permit and design review requirements; (d) the Modified Plans are adequate for
purposes of this Agreement to provide for the construction of the Improvements, and (e)
no Event of Default under the terms of this Agreement has occurred; provided, however,
that any such approval of the Plans or Modified Plans pursuant to this Section shall
constitute approval for the purposes of this Agreement only and shall not be deemed to
constitute approval or waiver by the City with respect to any building, fire, zoning or
other ordinances or regulations of the City, and shall not be deemed to be sufficient
plans to serve as the basis for the issuance of a building permit if the Plans or Modified
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Plans are not as detailed or complete as the plans otherwise required for the issuance
of a building permit.
The Plans or Modified Plans must be rejected in writing by City within thirty (30)
days of submission or shall be deemed to have been approved by the City. If City
rejects the Plans or Modified Plans in whole or in part, Company shall submit new or
corrected Plans or Modified Plans within thirty (30) days after receipt by Company of
written notification of the rejection, accomplished by a written statement of the City
specifying the respects in which Company's Plans or Modified Plans fail to conform to
the requirements of this Section. The provisions of this Section relating to approval,
rejection and resubmission of corrected Plans or Modified Plans shall continue to apply
until they have been approved by the City; provided, however, that in any event
Company shall submit Plans or Modified Plans which are approved by City prior to
commencement of construction of additional or modified Improvements.
Approval of the Plans or Modified Plans by the City shall not relieve Company of
any obligation to comply with the terms and provisions of this Agreement, or the
provision of applicable federal, state and local laws, ordinances and regulations, nor
shall approval of the Plans or Modified Plans by City be deemed to constitute a waiver
of any Event of Default. Approval of Plans or Modified Plans hereunder is solely for
purposes of this Agreement and shall not constitute approval for any other City purpose
nor subject the City to any liability for the Improvements as constructed.
4. Utilities. Company will be responsible for extending water, sewer,
telephone, telecommunications, electricity, gas and other utility services to any location
on the Project Property and for payment of any associated connection fees.
5. City Incentives. City will provide the following incentives to assist the
Project:
A. Rebates. Property tax rebates as set forth in Section 7.
B. Right-of-Way. City shall convey to Company a portion of San
Marnan Drive right-of-way described on Exhibit "A-1" hereto (the "City Property")
for the sum of $1.00 (the "Purchase Price") within thirty (30) days after City has
completed all requirements for conveyance of same. The parties acknowledge
that the City Property is excess road right-of-way that has yet to be vacated and
that City will not convey title to the vacated right-of-way until the vacation process
has been completed. In addition, sale of the City Property must be handled
under the processes required by Iowa Code § 306.22 et seq. (the "Statutory
Process"). Within thirty (30) days after completion of same, City shall convey the
City Property in its as-is condition to Company by quit claim deed, free and clear
of all encumbrances arising by or through City except: (a) easements, conditions
and restrictions of record as set forth in the subdivision deed of dedication, (b)
future real estate real property taxes and assessments arising after the date of
closing; (c) general utility and right-of-way easements serving the City Property
and of record; and (d) restrictions imposed by City zoning ordinances and other
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applicable law. Notwithstanding the foregoing, City shall have no duty to convey
title to Company until Company delivers to City reasonable and satisfactory proof
of Company's financial ability to undertake and carry on the Project (defined
below), which may take the form of a lending commitment letter. Company shall,
at its own expense, prepare 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 (such time
period not to exceed thirty (30) days), Company may terminate this Agreement,
and shall have no obligation to accept title to the City Property or otherwise
perform under this Agreement.
In lieu of Agreement termination, if City is not able to provide clear title to
the City Property to Company through the Statutory Process, then City agrees to
enter into a long-term lease or encroachment agreement with Company for the
City Property on terms mutually acceptable to the parties, including but not
limited to rent of $1.00 and Company's agreement to maintain the City Property,
to limit its use as set forth in the lease or agreement, and not to encumber the
City Property with a mortgage or any other lien.
Company acknowledges that it has had a reasonable opportunity to
inspect the City Property and to conduct other due diligence related to the
Project. Company agrees to accept the City Property in its "AS IS" condition,
without any warranty from City, expressed or implied, as to the condition of the
City Property, its marketability, or its fitness for any particular purpose.
C. Street Improvements. City shall redesign and modify the median
on Crossroad Blvd. to allow turning access to the Project Property for eastbound
traffic.
6. Minimum Assessment Agreement. Company 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 Project
Property. Company further agrees that prior to the date set forth in Section 2 of the
Minimum Assessment Agreement (the "MAA") attached hereto as Exhibit "B" it will not
seek or cause a reduction in the taxable valuation for the Project Property as improved
pursuant to this Agreement, which shall be fixed for assessment purposes, below the
amount of$1,560,000.00 (the "Minimum Actual Value"), through:
(a) willful destruction of the Project Property, the Improvements, or any
part of either;
(b) a request to the assessor of Black Hawk County; or
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(c) 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.
Company agrees to execute and deliver the MAA concurrently with its execution and
delivery of this Agreement.
7. Tax Rebates. Provided that Company has completed the Improvements
before the Completion Deadline thereof, and that Company has executed an MAA as
set forth in Section 6 above, City agrees to rebate property tax (with the exceptions
noted below) with respect to the Improvements, as follows:
Year One through Year Four 50% rebate each year
for any assessed value added by the completed Improvements (each such payment is a
"Rebate"). Each Rebate is payable in respect of a given property tax fiscal year (a
"Fiscal Year") only to the extent that (a) Company has actually paid general property
taxes due and owing for such Fiscal Year and (b) the city council has made an
appropriation for the payment of the Rebate. To receive a Rebate for a given Fiscal
Year, Company must, within twelve (12) months after the due date of the last
installment of the property taxes for the respective Fiscal Year (i.e., the "March
Installment"), submit a completed Rebate request to City on the form provided by or
otherwise satisfactory to City. A failure to timely submit a request for a Rebate for a
Fiscal Year will result in a forfeiture of the right to request a Rebate for such Fiscal Year.
City agrees to consider a completed application for a Rebate within sixty (60) days after
submission of the application to City.
The assessed value of the Project Property as a result of the Improvements
constructed thereon must be increased by a minimum of 10% and must increase the
annual tax by a minimum of$500.00. Rebates shall not be paid based on 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. The first Fiscal Year
in respect of which a Rebate may be given ("Year One") shall be the first full Fiscal Year
for which the assessment is based upon the completed value of the applicable phase
Improvements and not based on a prior Fiscal Year for which the assessment is based
solely upon (x) the value of the Project Property, or upon (y) the value of the Project
Property and a partial value of the Improvements due to partial completion of such
Improvements or a partial Fiscal Year.
As an example of the above provision, in the event the Improvements are
completed prior to January 1, 2025 and the Project Property and Improvements are
assessed as fully completed based on the Plans, as may be revised, the property taxes
that would be assessed based on the January 1, 2025 assessed value would be for the
Fiscal Year ending June 30, 2027, with the taxes payable one-half by September 30,
2026 and one-half by March 31, 2027, then the first Rebate could be applied for after
March 31, 2027 and prior to April 1, 2028.
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8. Limitations on Payment of Rebates.
A. Each payment of a Rebate is subject to annual appropriation by the
city council each fiscal year. City has no obligation to make any payments to
Company as contemplated under this Agreement until the city council annually
appropriates the funds necessary to make such payments. The right of non-
appropriation reserved to City in this paragraph is intended by the parties, and
shall be construed at all times, so as to ensure that City's obligation to make
future payments of Rebates shall not constitute a legal indebtedness of City
within the meaning of any applicable constitutional or statutory debt limitation
prior to the adoption of a budget which appropriates funds for the payment of that
installment or amount. In the event that any of the provisions of this Agreement
are determined by a court of competent jurisdiction or by City's bond counsel to
create, or result in the creation of, such a legal indebtedness of City, the
enforcement of the said provision shall be suspended, and the Agreement shall
at all times be construed and applied in such a manner as will preserve the
foregoing intent of the parties, and no Event of Default by City shall be deemed
to have occurred as a result thereof. If any provision of this Agreement or the
application thereof to any circumstance is so suspended, the suspension shall
not affect other provisions of this Agreement which can be given effect without
the suspended provision. To this end the provisions of this Agreement are
severable.
B. Notwithstanding the provisions of Section 6 or 7 hereof, City shall
have no obligation to make a payment of a Rebate to Company if at any time
during the term hereof City fails to appropriate funds for payment; City receives
an opinion from its legal counsel to the effect that the use of Tax Increments
resulting from the Project Property and Improvements to fund a Rebate payment
to Company, as contemplated under Section 6 or Section 7 above, is not, based
on a change in applicable law or its interpretation since the date of this
Agreement, authorized or otherwise an appropriate urban renewal activity
permitted to be undertaken by City under the Urban Renewal Act or other
applicable provisions of the Code, as then constituted or under controlling
decision of any Iowa court having jurisdiction over the subject matter hereof; or
City's ability to collect Tax Increment from the Improvements and Property is
precluded or terminated by legislative changes to Iowa Code Chapter 403. Upon
occurrence of any of the foregoing circumstances, City shall promptly forward
notice of the same to Company. If the circumstances continue for a period
during which two (2) annual Rebate payments would otherwise have been paid
to Company under the terms of Section 7, then City may terminate this
Agreement, without penalty or other liability to City, by written notice to Company.
C. For purposes of this Agreement, "Tax Increments" shall mean the
property tax revenues on the Improvements and Property received by and made
available to City for deposit in an account maintained under this Agreement, the
provisions of Iowa Code § 403.19 and the ordinance governing the Urban
Renewal Plan.
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9. Additional Covenants of Company. In addition to the other promises,
covenants and agreements of Company as provided elsewhere in this Agreement,
Company agrees as follows with respect to the Improvements:
A. Company agrees during construction of the Improvements and
thereafter until the MAA termination date to maintain, as applicable, builder's risk,
property damage, and liability insurance coverages with respect to the
Improvements in such amounts as are customarily carried by like organizations
engaged in activities of comparable size and liability exposure, and shall provide
evidence of such coverages to the City upon request.
B. Until the Improvements are Substantially Completed, Company
shall make such reports to City, in such detail and at such times as may be
reasonably requested by City, as to the actual progress of Company with respect
to construction of the Improvements.
C. During construction of the Improvements and thereafter until the
MAA termination date Company will cooperate fully with the City in resolution of
any traffic, parking, trash removal or public safety problems which may arise in
connection with the construction and operation of the Improvements.
D. Company will comply with all applicable land development laws and
City and county ordinances, and all laws, rules and regulations relating to its
businesses, other than laws, rules and regulations where the failure to comply
with the same or the sanctions and penalties resulting therefrom, would not have
a material adverse effect on the business, property, operations, or condition,
financial or otherwise, of Company.
E. Until the MAA termination date Company will maintain, preserve
and keep the Project Property, including but not limited to the Improvements, in
good repair and working order, ordinary wear and tear excepted, and from time
to time will make all necessary repairs, replacements, renewals and additions.
F. The Project Property will have an assessed value as set forth in the
MAA and any amendments thereto, and Company agrees that the minimum
actual value of the Project Property and completed Improvements as stated in
the MAA and any amendments thereto will be a reasonable estimate of the
actual value of the Project Property and Improvements for ad valorem property
tax purposes. Company agrees that it will spend enough in construction of the
Improvements that, when combined with the value of the Project Property and
related site improvements, will equal or exceed the assessor's minimum actual
value for the Project Property and Improvements as set forth in the MAA and any
amendments thereto.
G. Until the MAA termination date Company agrees that (1) it will not
undertake, in any other municipality in Black Hawk County, the construction or
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rehabilitation of any commercial property as a primary location for Company's
business operations of the type to be conducted on the Project Property, and (2)
it will make no conveyance, lease or other transfer of the Project Property or any
interest therein that would cause the Project Property or any part thereof to be
classified as exempt from taxation or subject to centralized assessment or
taxation by the State of Iowa.
H. Company shall pay, or cause to be paid, when due, all real property
taxes and assessments payable with respect to any and all parts of the Project
Property conveyed to it. Company agrees that (1) it will not seek administrative
review or judicial review of the applicability or constitutionality of any Iowa tax
statute or regulation relating to the taxation of real property included within the
Project Property that is determined by any tax official to be applicable to the
Project Property or to Company, or raise the inapplicability or constitutionality of
any such tax statute or regulation as a defense in any proceedings of any type or
nature, including but not limited to delinquent tax proceedings, and (2) it will not
seek any tax deferral, credit or abatement, either presently or prospectively
authorized under Iowa Code Chapter 403 or 404, or any other state law, of the
taxation of real property included within the Project Property.
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.
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D. The execution and delivery of this Agreement, the consummation of
the transactions contemplated hereby, and the fulfillment of or compliance with
the terms and conditions of this Agreement are not prevented by, limited by, in
conflict with, or result in a violation or breach of, the terms, conditions or
provisions of the articles of organization or bylaws of Company or 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.
E. Assuming due authorization, execution and delivery by the other
parties hereto, this Agreement 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.
F. 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. Indemnification and Releases.
A. 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 Property arising after Company's acquisition of the same 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 Property 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.
B. Except for any willful misrepresentation, any willful misconduct, or
any unlawful act of the indemnified parties, Company agrees to protect and
defend the indemnified parties, now or forever, and further agrees to hold the
indemnified parties harmless, from any claim, demand, suit, action or other
proceedings or any type or nature whatsoever by any person or entity
whatsoever that arises or purportedly arises from (1) any violation of any
agreement or condition of this Agreement (except with respect to any suit, action,
demand or other proceeding brought by Company against the City to enforce its
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rights under this Agreement), or (2) the acquisition and condition of the Project
Property and the construction, installation, ownership, and operation of the
Improvements, or (3) any hazardous substance or environmental contamination
located in or on the Project Property, but only to the extent such liability has not
been previously transferred to and accepted by the City in writing.
C. The provisions of this Section shall survive the expiration or
termination of this Agreement.
13. Obligations Contingent. Each and every obligation of City under this
Agreement is expressly made subject to and contingent upon City's completion of all
procedures, hearings and approvals deemed necessary by City or its legal counsel for
amendment of the urban renewal plan applicable to the Project Property and/or project
area, all of which must be completed within 180 days from the date this Agreement is
approved by the City council. If such completion does not occur, then any conveyance,
benefit or incentive of any type provided by City hereunder within said 180-day period is
subject to reverter of title, revocation, repayment or other appropriate action to restore
such property, benefit or incentive to City, and Company agrees to cooperate diligently
and in good faith with any reasonable request by City to effectuate the restoration of
same, or failing such restoration Company agrees to be liable for same or for the fair
value thereof, plus interest on any sums owing at the rate of 5% per annum
commencing with the date of demand for payment, if said payment is not remitted to
City within 30 days.
14. No Assignment or Conveyance. Company agrees that it will not sell,
convey, assign or otherwise transfer its interest in the Project 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.
15. 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 construction of the 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, any part of the Project Property, or this Agreement, without
the prior written consent of City;
C. Failure by Company to pay, before delinquency, all ad valorem
property taxes levied on or against any of the Project Property;
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D. 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 or the MAA;
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 any of Property.
F. 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.
16. Remedies.
A. Default by Company. Whenever any Event of Default in respect of
Company occurs and is continuing, the 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 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
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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.
17. 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.
18. 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.
19. 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.
20. 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, at Grant Park LLC, 2117 Falls Avenue, Waterloo,
Iowa, Attention: Howard Allen.
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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) four (4) 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.
21. 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.
22. 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.
23. 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.
24. 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.
25. Interpretation. This Agreement shall not be construed more strictly
against one party than against the other merely by virtue of the fact that it may have
been prepared by counsel for one of the parties, it being recognized that the parties
hereto and their respective attorneys have contributed substantially and materially to the
preparation of each and every provision of this Agreement.
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26. Binding Effect. This Agreement shall be binding and shall inure to the
benefit of the parties and their respective successors, assigns, and legal
representatives.
27. Counterparts. This Agreement may be executed in multiple counterparts,
each of which shall be deemed an original and all of which, taken together, shall
constitute one and the same instrument.
28. 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.
29. 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 GRANT PARK, L.L.C.
By: By: 4.(ki
Quentin M. Hart, Mayor Howard L. Allen, Managing ember
Attest: i/te&W-,c
Kelley Fee, y Clerk
PERSONAL GUARANTY. The undersigned members and/or managers 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.
Howard L. Al en
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EXHIBIT "A"
Legal Description of Property
Lot 4 in Crossroads Plat No. 2, Waterloo, Black Hawk County, Iowa; and
Lot A-3 in Crossroads Plat No. 4, a Replat of Tract A in Crossroads Plat No. 2,
Waterloo, Black Hawk County, Iowa.
EXHIBIT "A-1"
Legal Description of City Property
A survey of Parcel "F" of the Southeast Quarter (SE 1/4), Section 02, Township 88
North (T88N), Range 13 West (R13W) of the 5th Principal Meridian (5th PM), City of
Waterloo, Black Hawk County, State of Iowa, and being more particularly described as
follows:
Beginning at the northeasterly corner of Lot 4, Crossroads Plat No. 2, being a found 1/2"
rebar with yellow plastic cap and license number 8033;
thence South 48°00'16" West 225.09 feet along the northwesterly lines of said Lot 4 and
Lot A-3, Crossroads Plat No. 4, to the northwesterly corner of said Lot A-3, being a
found 1/2" rebar;
thence North 41°55'56" West 50.00 feet along the northwesterly extension of the
southwesterly line of said Lot A-3;
thence North 48°00'16" East 225.09 feet parallel with said northwesterly lines of Lots 4
and A-3 to the northwesterly extension of the northeasterly line of said Lot 4;
thence South 41°55'56" East 50.00 feet along said northwesterly extension to the point
of beginning containing 11,255 square feet (0.258 acres), subject to the retention of a
public utility easement over the northeasterly 30 feet of said parcel and a public utility
easement over the northwesterly 10 feet of said parcel.
EXHIBIT "B"
MINIMUM ASSESSMENT AGREEMENT
This Minimum Assessment Agreement (the "Agreement") is entered into as of
,G1�/G1iS/ eZ/ , 2023, by and among the CITY OF WATERLOO, IOWA ("City"),
GRANT PARK, L.L.C. ("Company"), and the COUNTY ASSESSOR of the City of
Waterloo, Iowa ("Assessor").
WITNESSETH:
WHEREAS, on or before the date hereof the City and Company have entered
into a development agreement (the "Development Agreement") regarding certain real
property (the "Project Property"), described in Exhibit "A" and Exhibit "A-1" thereto,
located in the City; and
WHEREAS, it is contemplated that pursuant to the Development Agreement, the
Company will undertake the development of an area within the City and within the
Crossroads Waterloo Urban Renewal and Redevelopment Plan area, including the
construction of certain improvements as described in the Development Agreement (the
"Minimum Improvements") on the Project Property (the "Project"); and
WHEREAS, pursuant to Iowa Code § 403.6, as amended, the City and the
Company desire to establish a minimum actual value for the Project Property and the
Minimum Improvements to be constructed thereon by Company pursuant to the
Development Agreement, which shall be effective upon substantial completion of the
Project 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 buildings as to
the Project only; and
WHEREAS, the City and the Assessor have reviewed the preliminary plans and
specifications for the Minimum Improvements which the parties contemplate will be
erected as a part of the Project.
NOW, THEREFORE, the parties hereto, 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 Minimum
Improvements by Company, the minimum actual taxable value which shall be fixed for
assessment purposes for the Project Property and Minimum Improvements to be
constructed thereon by Company as a part of the Project shall not be less than
$1,560,000.00 (the "Minimum Actual Value") until termination of this Agreement. The
parties hereto agree that construction of the Minimum Improvements will be
substantially completed by the date set forth in the Development Agreement, and in any
case if the Minimum Improvements are not substantially completed by December 31,
2024 the parties agree to execute an amendment to this Agreement that will extend the
date specified in Section 2 below.
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,
2034. The Minimum Actual Value shall be maintained during such period regardless of:
(a) any failure to complete the Minimum Improvements; (b) destruction of all or any
portion of the Minimum Improvements; (c) diminution in value of the Project Property or
the Minimum Improvements; or (d) any other circumstance, whether known or unknown
and whether now existing or hereafter occurring.
3. Company shall pay, or cause to be paid, when due, all real property taxes
and assessments payable with respect to all and any parts of the Project Property and
the Minimum Improvements pursuant to the provisions of this Agreement and the
Development Agreement. Such tax payments shall be made without regard to any loss,
complete or partial, to the Project Property or the Minimum Improvements, any
interruption in, or discontinuance of, the use, occupancy, ownership or operation of the
Project Property or the Minimum Improvements by Company or any other matter or
thing which for any reason interferes with, prevents or renders burdensome the use or
occupancy of the Project Property or the Minimum Improvements.
4. Company agrees that its obligation to make the tax payments required
hereby, to pay the other sums provided for herein, and to perform and observe its other
agreements contained in this Agreement shall be absolute and unconditional obligations
of Company (not limited to the statutory remedies for unpaid taxes) and that Company
shall not be entitled to any abatement or diminution thereof, or set off therefrom, nor to
any early termination of this Agreement for any reason whatsoever.
5. Nothing herein shall be deemed to waive the Company's rights under Iowa
Code § 403.6, 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 Company seek or cause the reduction of the actual value
assigned below the Minimum Actual Value established herein during the term of this
Agreement. Nothing herein shall limit the discretion of the Assessor to assign at any
time an actual value to the land and Minimum Improvements in excess of the Minimum
Actual Value.
6. Company agrees that during the term of this Agreement it will not:
(a) seek administrative review or judicial review of the applicability or
constitutionality of any Iowa tax statute relating to the taxation of property
contained as a part of the Project Property or the Minimum Improvements
determined by any tax official to be applicable to the Project Property or the
Minimum Improvements, or raise the inapplicability or constitutionality of any
such tax statute as a defense in any proceedings, including delinquent tax
proceedings; or
(b) seek any tax deferral, credit or abatement, either presently or
prospectively authorized under Iowa Code Chapter 403 or 404, or any other state
2
law, of the taxation of real property, including improvements and fixtures thereon,
contained in the Project Property or the Minimum Improvements; or
(c) request the Assessor to reduce the Minimum Actual Value; or
(d) appeal to the board of review of the city, county, state or to the
Director of Revenue of the State of Iowa to reduce the Minimum Actual Value; or
(e) cause a reduction in the actual value or the Minimum Actual Value
through any other proceedings.
7. This Agreement shall be promptly recorded by the City with the Recorder
of Black Hawk County, Iowa. The City shall pay all costs of recording.
8. Neither the preambles nor provisions of this Agreement are intended to, or
shall be construed as, modifying the terms of the Development Agreement.
9. 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.
10. This Agreement shall inure to the benefit of and be binding upon the
successors and assigns of the parties, including but not limited to future owners of the
Project property.
IN WITNESS WHEREOF, the parties have executed this Minimum Assessment
Agreement by their duly authorized representatives as of the date first set forth above.
[signatures on next page]
3
CITY OF WATERLOO, IOWA GRANT PARK, L.L.C.
By: By:
Quentin Hart, Mayor Howard L. Allen, Managi g em er
By:
elley Felc e CI y Clerk
STATE OF IOWA )
) ss.
COUNTY OF BLACK HAWK )
' ^� 20Zi
On this day of ltJ �83 before me, a Notary Public in
and for the State of Iowa, personally appeared Quentin Hart and Kelley Felchle, 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 corporation by it and by them voluntarily executed.
*�'AL BRITNI C PERKINS
z COMMISSION NO.845529
* MY COMMISSION EXPIRES N Public
sown JANUARY 27,2028
4
STATE OF IOWA )
) ss.
COUNTY OF BLACK HAWK )
Subscribed and sworn to before me o L{d/,Jr 2? , 2024 by Howard I.
Allen as Managing Member of Grant Park, L.L. .
e'"`a TIM ANDERA c.
J COMMISSION NO.772518
* * MY COMMISSION EXPIRES ...--
Awn. APRIL 11,2027 Notary U C
5
CERTIFICATION OF ASSESSOR
The undersigned, having reviewed the plans and specifications for the Minimum
Improvements to be constructed and the market value assigned to the land upon which
the Minimum Improvements are to be constructed 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
described in the foregoing Minimum Assessment Agreement, certifies that the actual
value assigned to that land and improvements upon completion shall not be less than
One Million Five Hundred Sixty Thousand and 00/100 Dollars ($1,560,000.00) until
termination of this Minimum Assessment Agreement pursuant to the terms hereof,
subject to adjustment as provided in said agreement.
Assessor for Black Hawk County, Iowa
Date
STATE OF IOWA )
) ss.
COUNTY OF BLACK HAWK )
Subscribed and sworn to before me on , 2024 by T.J.
Koenigsfeld, Assessor for Black Hawk County, Iowa.
Notary Public