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HomeMy WebLinkAboutFDP_OC,_LLC_-_Amendment_to_DA_-_8.4.2025 Docusign Envelope ID:55842E20-D4D1-4961-8912-6E73E09D88F6 AMENDMENT TO DEVELOPMENT AGREEMENT AND AMENDMENT TO MINIMUM ASSESSMENT AGREEMENT This Amendment to Development Agreement and Amendment to Minimum Assessme t Agreement(the "Amendment") is entered into as of August 4 202_, by and between FDP OC, LLC (the "Company") and the City of Waterloo, Iowa (th RECITALS A. Company and City are parties to that certain Development Agreement recorde with the Recorder of BIack Hawk County, Iowa, on October 1, 2024, as Document No. 2024 21130 (the "DA") concerning the development of property as described in said DA. B. Company and City are also parties to that certain Minimum Assessment Agreemen (the "MAA"), appended to the DA, and recorded with the Recorder of Black Hawk County, Iowa on October 1, 2024, as Document No. 2024-21130. C. The parties desire to amend and modify the terms of the DA and the MAA as se forth in this Amendment. NOW, THEREFORE, in consideration of the mutual covenants set forth herein, the. parties agree as follows: I. Section 2 of the DA (titled "Improvements by Company") is hereby stricken and replaced with the following: 2. Improvements by Company. Company shall renovate the existing structure on the Property to create a multi-story, mixed-use building of approximately 70 apartments units on the ground floor and upper levels and a retail storefront on the ground floor, as well as related landscaping, storm water,paving, signage and below grade and at-grade parking improvements (collectively, the "Improvements"), in accordance with the Plans as provided in Section 3 Company agrees that the Improvements shall be constructed in accordance with the terms of this Agreement, the urban renewal plan applicable to the Property, and all applicable City, state, and federal building codes and shall comply with all applicable City ordinances and other applicable law City may require that Company submit spec 1 fl c building designs and site plans for City review and approval 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 site preparation and development-related work to make any of the Property Docusign Envelope ID:55842E20-D4D1-4961-8912-6E73E09D88F6 usable for Company's purposes as contemplated by this Agreement are collectively referred to as the "Project." 2. The entirety of Section 6 of the DA is hereby stricken and replaced with the following: 6. City Activities to Aid Project. City agrees to undertake each of the following activities at its own expense: A. Grant. City will pay Company a grant of$5,000 00 for each apartment unit completed for a total incentive of$350,000.00, payable within 30 days after the Improvements have been Substantially Completed. B. Property Tax Rebates._City will pay property tax rebates to Company as set forth in Section 8 to be elaifn deed­f�� surn of $1 00, Free and cleEff of hens a eneufabr,11111ees bat sub-: 1= "' Street, its a EI 10 w-4th C. Relocation of Buildin . City will sell to Company for the sum of$1 00 a site of up to one (1) acre (the "Relocation Parcel") in the Northeast Industrial Park or an industrial subdivision at the Waterloo Regional Airport,to allow Company to relocate from the Property a steel-building addition of approximately 8,000 square feet Conveyance shall be by special warranty deed, free and clear of all encumbrances arising by or through City except (a) easements, servitudes, conditions and restrictions of record, (b) general utility and right-of-way easements serving the Relocation Parcel, and (c) restrictions imposed by the City zoning ordinances and other applicable law.The Relocation Parcel shall be sold in its "as is" condition, and City makes no representation or warranty as to the condition of the Relocation Parcel or its suitability for Company's purposes. Company is responsible to conduct its own due diligence and inspections 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. City shall provide any title documents it has in its possession, including any abstracts,to assist in title review. Within sixty (60) days after Company has substantially Completed construction of the relocated steel building upon the Relocation Parcel, City shall pay a$200,000.00 development grant to Company. D. Project Review and Assistance. The parties acknowledge and agreethat the that the Project will require Company to obtain various approvals from City of Waterloo and/or other applicable governmental authorities, including but not limited to zoning, site plan, building permit and other Docusign Envelope ID:55842E20-D4D1-4961-8912-6E73E09D88F6 approvals required or necessary for Company's proposed Improvements to the Property City will make planning, building, and engineering staff available for Project planning review and consultations in order to promote expeditious progress of the Project. E. Support for Applications. City agrees that it will cooperate in good faith with Company and, if necessary for program requirements, will sponsor Company applications for available tax credits and/or rebates and other available government funding, if Company chooses to make such application. The parties anticipate that Company may apply for federal and State of Iowa historic tax credits, brownfield/grayfield tax credits, workforce housing tax credits and other incentives. F. Reimbursement for Removal of Metal Panel. City agrees to reimburse the Company for up to 50% of total costs actually incurred by Company to remove the metal slipcover panels that cover the upper two stones of the former Courier Building. The parties agree that such costs equal $56,750 and that City's reimbursement payment to Company shall be $28,375 00. The City shall reimburse the Company within 30 days of the Company verifying full payment to third-party contractor for completed work. G. City Purchase. City shall purchase the northeasterly 132 feet of the Property (Exhibit A to Development Agreement), otherwise described as the northeasterly 132 feet of Parcel No. 891326236006, and graphically illustrated in Exhibit C that is appended to this Amendment. A formal legal description will be supplied prior to closing, and the Community Planning and Development Director is hereby authorized, without further approval by City Council, to execute an amendment supplying a formal legal description. The purchase price shall be $500,000.00. Conveyance shall be by general warranty deed, free and clear of all encumbrances except: (a) easements, servitudes, conditions, and restrictions of record; (b) general utility and right-of-way easements; and (c) restrictions imposed by the City zoning ordinances and other applicable law. Closing shall occur on a mutually agreeable closing date on or before sixty (60) days following the completion of the project, development, or improvements that are the subject of the Development Agreement and/or this Amendment. No less than fourteen (14) days prior to the Closing Date, Company shall, at its own expense, deliver to City an updated abstract of title to City. If title is unmarketable or subject to title matters not acceptable to the City, Company shall remedy or remove such objectionable matters in timely fashion at its own expense following written notice of such objections from City. Closing shall be delayed for such time as is necessary for Company to remedy or remove such objectionable matters. At closing, Company shall pay real estate taxes prorated to the closing date in accordance with the provisions of Iowa Code § 472.2, any unpaid real estate taxes payable in prior years, and any special assessments that are a lien on the Property as of closing or which can be verified to be owing as of the Docusign Envelope ID:55842E20-D4D1-4961-8912-6E73E09D88F6 closing date but are not yet certified as a lien. City Shall pay all subsequent real estate taxes and assessments. H. Option to Purchase. Provided that Company is not in default under the terms of the Development Agreement or this Amendment, Company shall have an option to purchase the property shown in Exhibit C for a period of sixty (60) months following the date that the City acquires the property described in Exhibit C ("Option Period"). The option purchase price shall be either: (i) a price that is mutually agreed upon by the parties; or in the event of a failure of the parties to mutually agree upon a price, then (ii) $500,000.00. Company's exercise of the option shall be by delivery written notice (the "Option Notice") to City. Within six (6) months following delivery of the Option Notice, the parties shall execute a development agreement for Company's project on the Property, which shall be on terms acceptable to the City. Closing shall occur on a date to be agreed upon by the parties following delivery of the Option Notice. Other terms and conditions of the Closing shall be as specified in a purchase agreement and/or development agreement. Unless expressly waived in writing by City, Company is required to enter into a development agreement with City as a condition of acquiring the property described in Exhibit C under this option to purchase. 1. Right of First Refusal. Whenever City is in receipt of a bona fide offer for the purchase of the property described in Exhibit C or any portion thereof during the Option Period; it shall promptly deliver to Company a copy of such offer. Company shall have fourteen (14) days from the date of delivery of said offer in which to exercise a right of first refusal to purchase the Property on the terms set forth in the offer. Developer shall exercise its right, if at all, by delivery of written notice to City within said 14-day period,to be followed by execution of a development agreement for Company's project on the property described by Exhibit C, which shall be on terms acceptable to City, including but not limited to the development, improvement, and/or use requirements. Unless expressly waived in writing by City, Company is required to enter into a development agreement with City as a condition of acquiring the property described in Exhibit C under this right of first refusal. J. Lease of Parkin S aces. Company shall still have the ability to lease parking spaces with tenants associated with the mixed use project during the entire duration of the Option to Purchase period. Company shall receive all income from the parking. 3. For clarification, Section 6(C) of the Original Development Agreement (titled "Street Vacate"), which is shown above in Paragraph 2 in language that is stricken through, shall be and is hereby stricken and not part of this Amendment. Docusign Envelope ID:55842E20-D4D1-4961-8912-6E73E09D88F6 4. For clarification, the time for Closing shall be measured from or commence as o the date of this Amendment, and the duration of the Option to Purchase and/or Right of Firs Refusal shall be measured from, or commence as of, the date of this Amendment. 5. Except as amended herein, the DA and the MAA shall continue unmodified in fuI force and effect. Terms capitalized in this Amendment but not defined herein shall have th h meaning ascribed to them in the Agreement. This Amendment is binding on the parties and th respective successors, assigns,transferees, and legal representatives of each. This Amendment in , be executed in counterparts, each of which shall be deemed an original and all of which, when taken together, shall constitute a single instrument. I IN WITNESS WHEREOF, the parties have executed this Amendment to Development Agreement and Amendment to Minimum Assessment Agreement as of the date first set forth above. FDP OC, LLC, By: Date Title: CITY OF WATERLOO, IOWA DocuSigned by: By: � v' 8/4/2025 Quentin art, Mayor Date Signed by: k ", F"& Attest: --FFEDBGQF_F_R("`"Ft Kelley Felchle, City CIerk Docusign Envelope ID:55842E20-D4D1-4961-8912-6E73E09D88F6