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HomeMy WebLinkAboutHalf Dozen Properties, LLC - 1st Amendment to DA 2025-15333 RECORDED:10/17/2025 03:46:27 PM RECORDING FEE:$12.00 REVENUE TAX:$ COMBINED FEE:$12.00 SANDIE L.SMITH,RECORDER BLACK HAWK COUNTY,IOWA • tV C Itti ar Waird Prepared by Austin J McMahon, 222 1st St. E,Waterloo, IA. (319) 334-4488 AFFIDAVIT STATE OF IOWA ) ss: BLACK HAWK COUNTY ) The undersigned, being duly sworn on oath, deposes and states as follows: 1. I have personal knowledge of the matters set forth in this Affidavit. 2. I was the drafter of a certain Development Agreement between the City of Waterloo, Iowa and Half Dozen Properties, LLC (the "Company"), dated August 18, 2025, and recorded October 7, 2025, as Doc. No. 2025-14801 (the "Agreement"). 3. Exhibit A of the Agreement contains a legal description of certain Property. Exhibit A, however, contains a inadvertent scrivener's error. Specifically, any and all references to "Lot 8" in the description contained in Exhibit A was intended to be a reference to "Lot B." 4. The intentions and expectations of the parties to the Agreement was to have the following legal description contained in Exhibit A of the Agreement: A survey of Parcel "D"of the Northwest Quarter(NW 1/4) of Section 22, Township 89 North (T89N), Range 13 West (R13W) of the Fifth Principal Meridian (5th PM), being a portion of Lot B, Hummel Addition, City of Waterloo, Black Hawk County, State of Iowa, and being more particularly described as follows: Commencing at the southeast corner of Lot B, Hummel Addition; thence South 89°11'56" West along the south line of said Lot B 16.00 feet to the point of beginning; thence continuing South 89°11'56" West along the south line of said Lot B 83.52 feet to the northerly extension of the east line of the alley lying between Lots 1 through 11 and 61 through 71 in First Addition to Galloway; thence North 01°05'27" West along said northerly extension 99.99 feet; thence North 89°08'31" East 85.30 feet to the west line of the East 16 feet of said Lot B; thence South 00°04'18" East along the said west line of the East 16 feet 100.08 feet to the point of beginning ;} containing 8,444 square feet (0.19 acres). 5. The erroneous description contained in Exhibit A of the Agreement was also copied-and-pasted into a Quit Claim Deed executed by the City of Waterloo (grantor) and delivered to Half Dozen Properties, LLC (grantee) and recorded on October 7, 2025, as Doc. No. 2025-14799. 6. The intentions and expectations of the parties was that the legal description contained in said Quit Claim Deed be the same description as set forth in Paragraph 4 above. 7. This Affidavit is given to correct the scrivener's error and record with respect to the legal description of the Property that is contained in the Agreement (Doc. 2025-14801) and the Quit Claim Deed (Doc. No. 2025-14799). FURTHER AFFIANT SAYETH NAUGHT. 1 i Tim Andera Subscribed and sworn to before me on October 15 , 2025, by Tim Andera. .."‘`B ALYISSA KRISTEN LITTLE Q� c COMMISSION NO.866416 Notary Public *_ it MY COMM�MI SI N EXPIRES y kw.. Prepared by Austin J., McMahon, 222 15t St. E., Independence, IA 50644 319-334-4488 FIRST AMENDMENT TO DEVELOPMENT AGREEMENT This First Amendment to Development Agreement and Minimum Assessment Agreement (the "Amendment") is entered into as of , 2025 by and between the City of Waterloo, Iowa ("City") and Half Dozen Properties, LLC ("Company"). RECITALS A. WHEREAS, Company and City are parties to that certain Development Agreement dated August 18, 2025 (the "Agreement") and concerning the development of Property as set forth in said Agreement. B. WHEREAS, the parties desire to enter into this First Amendment to the Agreement to amend or modify the Agreement as specifically set forth below. C. WHEREAS, the parties furthermore desire to enter into a Minimum Assessment Agreement in connection with the Agreement and the development or improvements described therein. NOW, THEREFORE, in consideration of the premises and of other consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereby agree to amend the Agreement as follows: 1. The Agreement contains an attached Exhibit B which contains drawings, specifications, or plans regarding the Improvements. Said Exhibit B is hereby deleted and replaced with the Exhibit B that is attached to this Amendment, said Exhibit B indicating that it was "last updated" on 10-02-2025. 2. Section 2 of the Agreement ("Improvements") is hereby deleted in its entirety and replaced with the following substituted Section 2: 2. Improvements by Company. Company shall construct at its own expense on the Property one (1) duplex home as generally described and depicted in Exhibit "B" attached hereto, consisting of approximately 1,148 square feet of living area with an attached garage of approximately 327 square feet on each side, and having an estimated value of $320,000.00 upon completion. The Improvements shall be completed to a finished state, including installation of paved driveway, installation of a fence along the entire length of the rear yard bordering drainageway, removal of all construction debris, proper leveling or shaping of groundscape and grassing and/or landscaping (construction and finishing as so described are referred to as the "Improvements"). The Improvements shall be constructed in accordance with the terms of this Agreement, all applicable City, state, and federal building codes and shall comply with all applicable City ordinances and other applicable law. Company shall submit specific building designs and site plans for City review and approval before the commencement of construction and shall not substantially deviate from such plans, specifications or designs. 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 be undertaken and completed by Company under this Agreement are collectively referred to as the "Project". 3. A new Section 27 and Exhibit C (Minimum Assessment Agreement) is hereby added to the Agreement which shall read: 27. 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 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 "C" it will not seek or cause a reduction in the taxable valuation for the Property as improved pursuant to this Agreement, which shall be fixed for assessment purposes, below the amount of$320,000.00 (the"Minimum Actual Value"), through: (a)Willful destruction of the Property, the Improvements, or any part of either; (b) a request to the Assessor of Black Hawk County; or (c) any proceedings, whether legal, or equitable, with any administrative body or court within the City, Black Hawk County, the State of Iowa, or the federal government. 4. Except as amended herein, the Agreement shall continue unmodified in full force and effect. Terms capitalized in this Amendment but not defined herein shall have the meaning ascribed to them in the Agreement. This Amendment is binding on the parties and the respective successors, assigns, transferees and legal representatives of each. This Amendment may be executed in counterparts, each of which shall be deemed an original and all of which, when taken together, shall constitute a single instrument. 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. HALF DOZ N PROPERTIES, LLC CITY OF WATERLOO, IOWA By: By: DZ ..1.._ -,Vig(,)-ZGe- L vi Sires Quentin M. Hart, Mayor Manager By: K !ley Felchle ity Clerk STATE OF IOWA ) ) ss. BLACK HAWK COUNTY ) Acknowledged before me on D( DE v 2025 by Quentin M. Hart and Kelley Felchle, as Mayor and City Clerk, respectively, of the City of Waterloo, Iowa. BRITNI C PERKINSAy- z r" COMMISSION NO.845529 *Win,* MY COMMISSION ANUARY27,2026RES IOWA No bli STATE OF IOWA ) ss. BLACK HAWK COUNTY ) Acknowledged before me on6'i� , 2025 by Levi Sires as Manager of Half Dozen Properties, LLC. e•1j LA TIM ANDERA Notary blicCIONNO.772518 ION EXPIRES yk MY APRIL 11,2027 bw� EXHIBIT B House Plans See attached plans which contain a "last updated" date of 10-02-2025. **NOTES** i. BUILDERS -Ceiling Height: 8'1-1/8"unless otherwise noted FINAL FOR CONSTRUCTION SELECT PAR reWD L OX� NRE WALL 'FMay Me Cedar 16//ey -SeewindowscheduleforR.O'S 2z4STUD io800FD PLEASE DISPOSE OF ALL PREVIOUS DRAWINGS. ""I/iOuk),Pf' 9'"ale"'h' s/e"ow 5 MIN.FIRE 2120 Main Street See cabinetry details per cabinet supplier I/2"AIR GAP 5/6DW PLYWOOD SEE WINDOW SCHEDULE FOR FINAL R.O's. EACH SIDE OF Cedar Falls,IA 2x 4STUD PARtt WALL319-266-2668 5/W DW _ , CUSTOMER: 71'-0 e' 350I" 3.5.-I.. •t10• 6'.a' 1 12._4. 10•0" PATIO 14,Er PATIO 10-0' 12•0" 1 6'-0" 4 \/ 1 1 LLJ _i soxav s•a.sa sa ev saaa sa.e.v ,^ Cl... 1 11'1'• 0 20'-11'/" 4 2._0' [.$�I 20'-1 l'h"0.1 �, 11'I" J. w BEDROOM#2 0,4W i tu-o- 1 EATING d" 1 e•-11w l 11'-0' .1,, , BEDROOM#2 _ Q I LAVING ROOM I I LIVING ROOM I ' — iq �r 1; W i I I — v > z I = 1 U I - " I LU rah f 3'e'/" I II I , 3-s'/ I a'/" 1 I KITCHEN - KITCHEN 1 i1 O zr 1 ' a _ �- 2''"/ ♦ L----- N I.I ' 4 4 I N I 4 1 4 xn ' 42-3'/' 3 ' Mr I I, WALKIN WALKIN f 7 4 T I- 47 41 4 ]'-1' 9�4'$Y"r^ 3a'44 3 li: ✓I.,,,., 13�-I.• - y a~ N 4-B/tl "' ,mRY •� a n v§ I. _ft , r 7 1'D4 ., , z %- a'a i4uBAsT ---JSTART DATE: BATH § o„ 1 CAR GARAGE = 0ART DATE IN'd 7/ s r4 q ••,r n 2025 i MECH. LAST UPDATED:r MECH. JF C'. ': 0,,, 5,4" 5,4" Ole„ 4-v.L. 05-16-2025 sa V P, n 6 a % ,....,P s c -�'� OS-29-2025 `7 - 09-24-2025 4-a' 1 CAR GARAGE m ', ` �,4'"o' \1 • •to 02-2025•• e 1„ y r ENTRY yo ENTRsffY U BEDROOM#1 bEDROOM#1 i I b v a<•:.'a 13'-1" Z' 1 13-I / -6 x4n DRAWING TYPE `y MAIN FLOOR 6'ff.a'ff VW Vff 5'�"vatl PLAN UNIT A / 6•-6" 1 6'-6" 215' 4'-4' •2•-2 6'-9'W 6'-7' 6'-7' 6-9%' 2'-2•' „Y-214" 6'-6' • 6'-6" UNIT B 1148 SQ. FT. ' 13'-0• 4 8'-8'/• — 4 8-8%" 13-0' 1148 SQ. FT. FLOOR PLAN ' 22-0 3-1 „1C 3 �� FLOOR PLAN 27,7 —327 SQ. FT. 71•-0 327 SQ. FT. „„u "" GARAGE 35-1• „ 335'-1' ) GARAGE �cgylt„,�,.,. t IO' DRAWN BY: • 71'-0" Janean A W3 II o X]1dfa ]NOldfl o oR z ati . zo ,-1 W z,a vu 1 �- o0o •d R. Z 4§ P a Z vS O zy Q Y oa M ,,z W O`L- i— -p o-zr N LL. Z d ..., O 2 U L3 O 8o u_ =z `I J W Q Q W Z 11" . 4 .1 1 J • OL• v /I ` m O • I a i • ' \ ♦ I a M P W `I .0-9 • It . ' J R �/ J zo 7 N 0 • i • • ,—�- . . .. _ . _ _ _ . .. . . _ . . _ .--v ♦ . ♦ BUILDERS °I2 SELECT - FINAL FOR CONSTRUCTION Nen.gg r& w.Valley _ •21�ain Street- — — �� PLEASE DISPOSE OF ALL PREVIOUS DRAWINGS. -- -- SEE WINDOW SCHEDULE FOR FINAL R.O'S. Cedar Fats,IA - - — - _ -- -. 319-266-2668 — DODO -.. DODD DODO --_. - —0 Fin CUSTOMER III l 11 p.m. ® DOOM DODD �II�I�� III m `' 13 Cr 1 8'R':' I1'4'.i' l`a 1 x '�` n'a' —I•FIZONT ELEVATION w _ 0 — — — w > Z — O I I Ii - - - II 'Ii- 7 p.p START DATE 01-20-2025 REAR_ ELEVATION LAST UPDATED: 05-16-2025 d• OS-29-2025 I,12 _4- 5 ----. `10-02-2025" 8;13 ----_ --_ _.- \\� DRAWING TYPE ELEVATIONS ON SLAB LEFT ELEVATION 1 � I, 1 .,�... r IZIC,'a-IT ELEVATION DRAWN BY: Janean BUILDERS SELECT FINAL FOR CONSTRUCTION 4miy the U6{T.Wiry ROOF FITCN PER KAN �•+th CladyB ymg.rgfouh' ROC.CAP FINISH MATERIAL PLEASE DISPOSE OF ALL PREVIOUS DRAWINGS. 2120 Main Street TSB FEN A ICE GUARD 9 FROM GUTTER S RACK ATTIC INSULATIONTEA SEE WINDOW SCHEDULE FOR FINAL R.O'S. OSSROOF PER MANUFACTURER CLIPS pRWER VEN6 AT EAVE Cedar Falls,IA TRUSS SYSTEM PER MANuracruRER RIISSFS s oc 319-266-2668 ALWNNUM'"'"FASCI� N6'osIn GIICIA OSAG DInwAIIOCERBTG CUSTOMER: RrRI'WwInNSuU LARON EXTERIOR SID wX.HOMPiRAP me nu sAewc 66 ]R 6STUDS 56a R•6 TREATED BOTTOM SILL PLATE ILILL SEAL twvLVM � ANCHOR BOLTS MIN.REINFORCED CONCREIESUB GRADET°OE DETERMINED ZMOLSTURE BARRIER 8.CONCRETE !WIN COMPACTED GRAVEL DRAIN MATERIAL arc W I 6 ErCONCRETE FOOTNG w/HEAR I/S REBAR J CV) Q WALL SECTION-NOT TO SCALE LLJ w r----"--1 r-- 7 > Z I I I W TRAY CEILING I I TRAY CEILING I'0" J BUILT INTO TRUSS I I BUILT INTO TRUSS I I I 0 B I R J L 4/12 4/12 START DATE: 01-20-2025 LAST UPDATED: 05-16-2025 05-29-2025 09-24-2025 4/12 4/12 ••,0-02-2025" FALSE GABLE FALSE GABLE DRAWING TYPE ROOF OVERVIEW 8/12 8/12 8/12 8/12 4 DRAWN BY: Janean ,66.66 0 I F 1_ \ 0V813S 3aIS 4 1 T V/ • Q O ' _` - m F— w o oa I Q J I • .f,?-, 3 w LL '0 o Z L. : `„ b o-,Z n ......... - • :•I N Q• Z `,•.._•• N • 0N • • O 7 lI in110 10Z 8/�L L_L 0 ,Zt7 XOV813S 3GIS 0 17,0 ,66'66 EXHIBIT C MINIMUM ASSESSMENT AGREEMENT This Minimum Assessment Agreement (the "Agreement") is entered into as of this 7.' day of (G-4-0bel , 202_, and among the CITY OF WATERLOO, IOWA("City") and Half Dozen Properties, LLC ("Company"), and the COUNTY ASSESSOR of the BLACK HAWK COUNTY, 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 "Property"), described in Exhibit "A" 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 University Avenue Area Urban Renewal and Redevelopment Plan Area, including the construction of certain improvements as described in the Development Agreement (the "Minimum Improvements") on the Property (the "Project"); and WHEREAS, pursuant to Iowa Codes 403.6, as amended, the City and the Company desire to establish a minimum actual value for the 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 completion of construction of the Minimum Improvements by Company, the minimum actual taxable value which shall be fixed for assessment purposes for the Property and Minimum Improvements to be constructed thereon by Company as a part of the Project shall not be less than $320,000.00 (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, 2026, 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, 2037. 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 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 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 Property or the Minimum Improvements, any interruption in, or discontinuance of, the use, occupancy, ownership or operation of the 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 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 Codes 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 Property or the Minimum Improvements determined by any tax official to be applicable to the 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 law, of the taxation of real property, including improvements and fixtures thereon, contained in the Property or the Minimum Improvements; or (c) request the Assessor to reduce the Minimum Actual Value; or (d) appeal to the board 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 det forth above. [signatures on next page] CITY OF WATERLOO, IOWA HALF DOZEN PROPERTIES, LLC. By: IL_QiV\\ By: • v�__ Quentin M. Hart, ayor evi Sires, Manager Attest: Kelley Felchl?j City Clerk LI STATE OF IOWA ) ss. COUNTY OF BLACK HAWK On this day of �1�' � , 2024.;S, before me, a notary public in and for the State of Iowa, personally appeared Quentin M. Hart and Kelley Felchle, to me personally known, who being duly sworn ho 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. "` y c oP s BRITNI PERKINS z COMMISSIONCO NO.845529 Pu Ii Notary * "���" * MY COMMISSION EXPIRES I' A JANUARY 27,2026 STATE OF I ' ss. COUNTY OF Ir 'G!C Subscribed and sworn before me on t 8j by Levi Sires as Manger of Half Dozen Properties, LLC. ) EAA4. TMI MANDERArCOMISSION NO.772518* MY COMMISSION EXPIRES / 'bwx APRIL 11,2027 Notary Public 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 Three Hundred Twenty Thousand and 00/ 100 Dollars ($320,000.00) until termination of this Minimum Assessment Agreement pursuant to the terms hereof, subject to adjustment as provided in said agreement. Date Assessor for Black Hawk County, Iowa STATE OF IOWA ss. COUNTY OF BLACK HAWK Subscribed and sworn to before me on by T.J. Koenigsfeld, Assessor for Black Hawk County, Iowa. Notary Public