HomeMy WebLinkAbout2016-04-06 PACKET 10.D.
CITY OF COTTAGE GROVE
ASSESSMENT APPEAL WAIVER AGREEMENT FOR 9015 HADLEY AVE. S.,
COTTAGE GROVE, MN
THIS AGREEMENT FOR AN ASSESSMENT APPEAL WAIVER
(“Agreement”) is
entered into and effective as of the _____ day of , 2016 (“Agreement Date”),
by and between the City of Cottage Grove, a Minnesota municipal corporation (“City”), and
Independent School District No. 833, a Minnesota public corporation (“Owner”).
WITNESSETH:
WHEREAS,
the Owner is the fee simple owner of property legally described on the
Exhibit 1
attached , having the street address of 9015 Hadley Ave. S., Cottage Grove, Washington
County, Minnesota, (“the Property”) that will be benefited by certain public street improvements to
th
Exhibit 2
Hadley Ave. and 95 Street (“Street Improvements”), depicted on ; and
WHEREAS,
as part of the Street Improvements, the City will be constructing certain the
Exhibit 3
Drainage and Utility Improvements on the Property, depicted on the attached (“Drainage
and Utility Improvements”); and
WHEREAS,
the City desires that the Owner grant it an Easement for Construction and
Exhibit 4
Drainage and Utility Purposes over a portion of the Property in the form attached as
(“Easement”); and
WHEREAS,
in consideration for the benefit to the Property that the Street Improvements
will provide, the Owner shall grant the City the Easement by April 20, 2016; and
WHEREAS,
if the Owner fails to grant the Easement to the City by the date listed above,
the Owner is willing to agree to the levy of the Street Assessment Waiver Amount against the
Property for the Assessment Term with interest accrual at the Assessment Interest Rate; and
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WHEREAS,
the Owner is willing to waive its assessment appeal rights up to the Street
Assessment Waiver Amount which constitutes an estimated benefit pursuant to Minnesota Statutes,
Chapter 429 in the manner authorized by Minnesota Statutes § 462.353.
NOW, THEREFORE,
in consideration of the mutual promises and covenants of each to
the other contained in this Agreement and other good and valuable consideration, receipt of which is
hereby acknowledged, the parties hereto do covenant and agree as follows:
ARTICLE I
THE AGREEMENT
Section 1.01 Purpose.
The purpose of this Agreement is to memorialize the covenants and
agreements between the Owner and the City with regard to the Property and the Street
Improvements including the Owner’s agreement to grant the Easement to the City and that Owner’s
waiver of assessment appeal rights up to the Street Assessment Waiver Amount which constitute an
estimated benefit pursuant to Minnesota Statutes, Chapter 429 in the manner authorized by
Minnesota Statutes § 462.3531 in light of the special benefit provided to the Property by the Street
Improvements.
Section 1.02 Term.
The term of this Agreement shall commence on the Agreement Date
and shall terminate upon the expiration of the Assessment Term or repayment of the levied
assessments.
Section 1.03 Survival.
Notwithstanding the termination of this Agreement pursuant to
Section 1.02, the Owner’s Covenants and Agreements contained in Section 3.01 and the City’s
Covenants and Agreements contained in Section 3.01 shall survive the termination of this
Agreement.
ARTICLE II
DEFINITIONS
Section 2.01 Definitions.
The following are terms used in this Agreement. Their meanings
as used in this Agreement shall be expressly indicated below, unless the context of this Agreement
requires otherwise:
(a)Agreement: This agreement to memorialize the covenants and agreements between the
Owner and the City with regard to the Street Improvements including the assessment appeal
waiver provided herein pursuant to Minnesota Statutes, Chapter 429 in the manner
authorized by Minnesota Statutes § 462.3531.
(b)Agreement Date: The date written in the first paragraph of the Agreement.
(c)Assessment Interest Rate: The special assessment levied against the Property shall accrue
interest at a rate of seven percent (7%) per year for the Assessment Term. Interest accrual
shall begin on April 21, 12016.
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(d)Assessment Term: The term of the special assessment levied against the Property shall be
fifteen (15) years.
(e)City: The City of Cottage Grove, a Minnesota municipal corporation.
(f)Easement. Easement means an Easement Agreement for Construction and Drainage and
Exhibit 3
Utility Purposes over that areas depicted on the attached and in the Easement
Exhibit 4
form attached as .
(g)Owner: Independent School District No. 833, a Minnesota public corporation.
Exhibit 1.
(h)Property: The real property identified and described on
(i)Street Assessment Waiver Amount: The charge imposed by the City for the Street
Improvements in the amount of Forty-One Thousand Six Hundred Dollars ($41,600) is to
be assessed by Cottage Grove against the Property if the Owner fails to grant the City the
Easement by April 20, 2016. The Street Assessment Waiver Amount is commensurate
with the estimated special benefit of the Drainage and Utility Improvements to the Property.
The Street Assessment Waiver Amount is the value of the Easement.
ARTICLE III
COVENANTS AND AGREEMENTS
Section 3.01 Covenants and Agreements of the Owner.
The Owner covenants and
agrees with the City that:
(a)Street Assessment Appeal Waiver: Owner hereby authorizes the City to certify to the
Washington County Auditor/Property Tax Assessor a special assessment against the
Property up to the Street Assessment Waiver Amount for Street Improvements, in the event
that Owner fails to grant the Easement to City as provided herein.
The Owner hereby waives all rights to assessment notices, hearings and appeals, and all
other rights pursuant to Minn. Stat. § 429.061, § 429.071 and § 429.081 for the special
assessment against the Property up to the Street Assessment Waiver Amount. The Owner
hereby waives any and all procedural and substantive objections to the special assessment
up to the Street Assessment Waiver Amount against the Property, including, but not limited
to, notice and hearing requirements and any claim that any or all of the Street Assessment
Waiver Amount against the Property exceeds the benefit to the Property for the Street
Improvements. The Owner acknowledges and agrees that the benefit of the Street
Improvements to the Property does in fact equal or exceed the Street Assessment Waiver
Amount. The Owner also acknowledges and agrees that the Property receives a special
benefit equal to or exceeding the Street Assessment Waiver Amount. Furthermore, the
Owner acknowledges and agrees that the costs of the Street Improvements may not be
equally spread against all benefited property.
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The City and the Owner acknowledge and agree that the Owner’s waiver of assessment
appeal rights pursuant to Minnesota Statutes, Chapter 429, is capped at the Street
Assessment Waiver Amount by operation of Minn. Stat. § 462.3531. The City and the
Owner acknowledge and agree that the Owner may appeal any special assessment above the
Street Assessment Waiver Amount.
(b)Owner’s Covenant Not to Sue the City: Owner hereby covenants with the City not to appeal
or sue the City for a court to set aside, reduce, repeal, or invalidate the levied assessment, or
for other relief from the payment of the City’s levy of a special assessment up to the Street
Assessment Waiver Amount against the Property.
(c)Owner’s Covenant that Owner is the Property Fee Owner: Owner hereby covenants and
warrants with the City that Owner is seized in fee of the Property and has good right to
enter into this Agreement with the City, and to grant the Easement.
Section 3.02 Covenants and Agreements of the City.
The City covenants and agrees
with the Owner that:
(a)Street Assessment Waiver Amount: The City agrees that it will treat the Owner’s grant of
the Easement as payment in full of the Street Assessment Waiver Amount and that the City
will only certify/levy a special assessment against the Property if the Easement is not
granted by Owner by April 20, 2016 and then, only up to the Street Assessment Waiver
Amount for the Street Improvement pursuant to this Agreement.
(b)City Recording of this Agreement: The City will prepare the Easement and present it to
Owner for execution. The City will record this Agreement against the Property. If Owner
grants the Easement to the City, the City will record the Easement against the Property.
(c)Prepayment of Assessment: The City agrees in the event that the Owner may prepay some
or all of the City’s assessment levy against the Property for the Street Improvements with no
penalty and only with interest accrual pursuant to Minn. Stat. § 429.061.
ARTICLE IV
DEFAULT
Section 4.01 Default.
If a party to this Agreement materially defaults in the due and timely
performance of any of its covenants, or agreements hereunder, the other party(s) may give notice of
default of this Agreement. The notice shall specify with particularity the default or defaults on
which the notice is based. The notice shall specify a ten (10) day cure period within which the
specified default or defaults must be cured. If the specified defaults are not cured within the cure
period, the other party(s) may pursue all remedies and sanctions available at law and in equity,
including specific performance.
Section 4.02 Attorneys’ Fees, Costs and Expenses.
The Owner agrees that if it does not
grant the Easement or if it challenges the validity of the Street Assessment Waiver Amount in any
way, then Owner shall pay the City the amount of the City’s assessment levy up to the Street
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Assessment Waiver Amount, with accrued interest together with the City’s attorneys’ fees, costs
and expenses to defend the special assessment levy by the City pursuant to this Agreement. The
Owner acknowledges and agrees that the Owner would be unjustly enriched if the City’s assessment
levy pursuant to this Agreement was set aside, reduced, repealed or invalidated by a court with
jurisdiction over the Property. The Owner agrees that the court with jurisdiction over the Property
shall award the City the assessment levy up to the Street Assessment Waiver with accrued interest
together with the City’s attorneys’ fees, costs and expenses for breach of the Owner’s covenant not
to appeal or sue the City pursuant to Article III, Section 3.01(c).
ARTICLE V
GENERAL PROVISIONS
Section 5.01 Notices.
All notices, requests, demands or other communications required or
permitted by this Agreement shall be in writing and delivery shall be deemed to be sufficient if
delivered personally or by registered or certified mail, return receipt accepted, postage prepaid,
addressed as follows:
If to the City: City of Cottage Grove
Attention: City Administrator
12800 Ravine Parkway South
Cottage Grove, MN 55016
If to the Owner: Independent School District No. 833
7362 E. Point Douglas Rd. South
Cottage Grove, MN 55016
Section 5.02 Non-Assignability.
Neither the City nor the Owner shall assign any interest in
this Agreement nor shall either party transfer any interest in the same without the prior written
consent of the other party.
Section 5.03 Binding Effect.
This Agreement and the terms, conditions and covenants
contained herein and the transaction contemplated hereunder shall be binding upon and inure to the
benefit of the parties hereto and their respective successors, heirs, personal representatives, and
permitted assigns. This Agreement shall further be binding on subsequent purchasers of the
Property and shall run with the Property herein described.
Section 5.04 Severability.
In the event any provision of this Agreement shall be held
invalid or unenforceable by any court of competent jurisdiction, such holding shall not invalidate or
render unenforceable any other provision hereof.
Section 5.05 Amendments, Changes and Modifications.
This Agreement may be
amended or any of its terms modified or changed only by a written amendment authorized and
executed by the City and the Owner.
Section 5.06 Counterparts.
This Agreement may be simultaneously executed in several
counterparts, each of which shall be an original and all of which shall constitute but one and the
same instrument.
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Section 5.07 Entire Agreement.
This Agreement shall constitute the entire agreement
between the parties and shall supersede all prior oral or written negotiations.
Section 5.08 Notice To Buyers.
The Owner agrees to notify and provide any buyer of the
Property with an executed copy of this Agreement if the Owner sells any interest in the Property
following the execution of this Agreement by both the Owner and the City, but before the recording
of this Agreement with Washington County Recorder and/or Registrar of Titles.
IN WITNESS WHEREOF,
the City and the Owner have caused this Agreement to be
executed by their duly authorized representatives.
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CITY OF COTTAGE GROVE
By:
Myron Bailey
Mayor
By:
Joseph Fischbach
City Clerk
STATE OF MINNESOTA )
) ss.
COUNTY OF WASHINGTON )
On this _____ day of _______________, 2016, before me a Notary Public within and for
said County, personally appeared Myron Bailey and Joseph Fischbach to me personally known,
who being each by me duly sworn, each did say that they are respectively the Mayor and the City
Clerk of the City of Cottage Grove, the Minnesota municipal corporation named in the foregoing
instrument, and that it was signed on behalf of said municipal corporation by authority of its City
Council and said Mayor and City Clerk acknowledged said instrument to be the free act and deed of
said municipal corporation.
Notary Public
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OWNER
INDEPENDENT SCHOOL DISTRICT NO. 833
By:
Printed Name:
Its:
STATE OF MINNESOTA )
) ss.
COUNTY OF WASHINGTON)
The foregoing instrument was executed this ____ day of __________________, 2016, by
, the of Independent School District No.
833, a Minnesota public corporation, on behalf of the corporation.
Notary Public
This instrument drafted by: After recording, please return to:
Korine L. Land Korine L. Land
Cottage Grove City Attorney Cottage Grove City Attorney
LeVander, Gillen & Miller, P.A. LeVander, Gillen & Miller, P.A.
633 South Concord Street, Suite 400 633 South Concord Street, Suite 400
South St. Paul, Minnesota 55075 South St. Paul, Minnesota 55075
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EXHIBIT 1
LEGAL DESCRIPTION OF PROPERTY
Parcel 1
The North Six Hundred Twenty-eight and Ninety-three Hundredths (628.93) feet of the West
Seven Hundred Twenty-five and Sixty Hundredths (725.60) feet of the Northwest quarter
(NW¼) of the Northwest quarter (NW¼) of Section Twenty (20), Township Twenty-seven (27)
North, Range Twenty-one (21) West, subject to Cherry Avenue on and across the Westerly
Thirty-three (33) feet thereof, containing 10.476 acres, more or less.
PID: 20.027.21.22.0002
Parcel 2
The South 188.68 feet of the North 817.61 feet of the West 725.60 feet of the Northwest Quarter
of the Northwest Quarter (NW¼ of NW¼) of Section Twenty (20), Township Twenty seven (27)
North, Range Twenty one West, subject to Cherry Avenue on and across the Westerly 33 feet
thereof, containing 3.143 acres, more or less.
PID: 20.027.21.22.0001
EXHIBIT 2
STREET IMPROVEMENTS
EXHIBIT 3
DRAINAGE AND UTILITY IMPROVEMENTS
EXHIBIT 4
FORM OF PERMANENT EASEMENT
EASEMENT AGREEMENT FOR
CONSTRUCTION AND DRAINAGE AND UTILITY PURPOSES
THIS EASEMENT AGREEMENT FOR CONSTRUCTION AND UTILITY
PURPOSES
(Easement) is made, granted and conveyed this _____ day of _____________, 2016,
by and between Independent School District No. 833, a Minnesota public corporation (hereinafter
referred to as “Landowner”) and the City of Cottage Grove, a municipal corporation organized
under the laws of the State of Minnesota (hereinafter referred to as “City”).
The Landowner owns the real property situated within Washington County, Minnesota as
Exhibit A (hereinafter “Landowner’s Property”)
described on the attached .
The Landowner in consideration of the sum of One Dollar and other good and valuable
consideration to them in hand paid by the City, the receipt and sufficiency of which is hereby
acknowledged, does hereby grant and convey unto the City, its successors and assigns, the
following:
A permanent easement for drainage utility purposes and all such purposes
Permanent Easement
ancillary, incident, and related thereto (hereinafter “”)
under, over, across, through and upon the real property identified and legally
Exhibit BPermanent Easement
described and depicted on hereinafter the “
Area
”) attached hereto and incorporated herein by reference.
And
A temporary construction easement for grading, sloping and construction
purposes in accordance with the plans and specifications provided by the the
City, and all such purposes ancillary, incident or related thereto (hereinafter
Temporary Easement
“”) under, over, across, through and upon that real
Exhibit B
property identified and legally described and depicted on
Temporary Easement Area
(hereinafter the “”) attached hereto and
incorporated herein by reference. The Temporary Easement shall expire on
June 30, 2017 and be of no force and effect thereafter.
EXEMPT FROM STATE DEED TAX
The Permanent Easement rights granted herein are forever and shall include, but not
be limited to, the construction, maintenance, repair and replacement of any sanitary sewer,
water mains, storm water facilities, drainage facilities and any utilities, underground pipes,
culverts, conduits, other utilities and mains, and all facilities and improvements ancillary,
incident or related thereto, under, over, across, through and upon the Permanent Easement
Area.
The Permanent Easement rights further include, but are not limited to, the right of ingress
and egress over the Permanent Easement Area to access the Permanent Easement for the
purposes of construction, maintenance, repair and replacement of any sanitary sewer, water
mains, storm water facilities, drainage facilities any utilities, underground pipes, conduits,
culverts, other utilities, mains and all facilities and improvements ancillary, incident or
related thereto.
The rights of the City also include the right of the City, its contractors, agents and servants:
a.) to enter upon the Permanent Easement Area at all reasonable times for the
purposes of construction, reconstruction, inspection, repair, replacement, grading,
sloping, and restoration relating to the purposes of this Easement; and
b.) to maintain the Permanent Easement Area, any City improvements and any
underground pipes, conduits, or mains, together with the right to excavate and refill
ditches or trenches for the location of such pipes, conduits or mains; and
c.) to remove from the Permanent Easement Area trees, brush, herbage,
aggregate, undergrowth and other obstructions interfering with the location,
construction and maintenance of the pipes, conduits, or mains and to deposit earthen
material in and upon the Permanent Easement Area; and
d.) to remove or otherwise dispose of all earth or other material excavated from
the Permanent Easement Area as the City may deem appropriate.
The rights of the City also include the right of City, its contractors, agents and servants:
a.) to enter upon the Temporary Easement Area during the term of its existence
for the purposes of construction, inspection, grading, sloping, and restoration
relating to the purposes of this Easement; and
b.) to maintain the Temporary Easement Area during the term of its existence;
and
c.) to remove from the Temporary Easement Area during the term of its
existence trees, brush, herbage, aggregate, undergrowth, curb, concrete, asphalt, and
other obstructions interfering with the location, construction and maintenance of the
temporary roadway/driving surface within the Temporary Easement Area; and
d.) to remove or otherwise dispose of all earth or other material excavated from
the Temporary Easement Area during the term of its existence as the City may deem
appropriate; and
e.) to enter onto the Landowner’s Property as needed in order to construct and
maintain the Temporary Easement through the duration of this Easement.
The City shall not be responsible for any costs, expenses, damages, demands, obligations,
penalties, attorneys' fees and losses resulting from any claims, actions, suits, or proceedings based
upon a release or threat of release of any hazardous substances, petroleum, pollutants, and
contaminants which may have existed on, or which relate to the Permanent Easement Area or the
Landowner’s Property prior to the date hereof.
Nothing contained herein shall be deemed a waiver by the City of any governmental
immunity defenses, statutory or otherwise. Further, any and all claims brought by Landowner or its
successors or assigns shall be subject to any governmental immunity defenses of the City and the
maximum liability limits provided by Minnesota Statute, Chapter 466.
The Landowner, for itself and its successors and assigns, does hereby warrant to and
covenant with the City, its successors and assigns, that it is well seized in fee of the Landowner’s
Property described on Exhibit A and the Permanent Easement Area described and depicted on
Exhibit B and the Temporary Easement Area described and depicted on Exhibit B and has good
right to grant and convey the Permanent Easement and the Temporary Easement herein to the City.
The terms and conditions of this instrument shall run with the land and be binding on the
Landowner, its successors and assigns.
This Easement may be executed in any number of counterparts, each of which shall be
deemed an original but all of which shall constitute one and the same instrument.
STATE DEED TAX DUE HEREON: NONE
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IN TESTIMONY WHEREOF,
the Landowner and the City have caused this Easement to
be executed as of the day and year first above written.
LANDOWNER:
INDEPENDENT SCHOOL DISTRICT NO. 833
By: ____________________________________
\[Name\]
\[Title\]
STATE OF MINNESOTA )
) ss.
COUNTY OF WASHINGTON )
The foregoing instrument was executed this ____ day of __________________, 2016, by
, the of Independent School
District No. 833, a Minnesota public corporation, on behalf of the corporation.
Notary Public
CITY:
CITY OF COTTAGE GROVE
By:
Myron Bailey
Mayor
By:
Joseph Fischbach
City Clerk
STATE OF MINNESOTA )
) ss.
COUNTY OF WASHINGTON )
On this _____ day of _______________, 2016, before me a Notary Public within
and for said County, personally appeared Myron Bailey and Joseph Fischbach to me
personally known, who being each by me duly sworn, each did say that they are
respectively the Mayor and the City Clerk of the City of Cottage Grove, the Minnesota
municipal corporation named in the foregoing instrument, and that it was signed on behalf
of said municipal corporation by authority of its City Council and said Mayor and City
Clerk acknowledged said instrument to be the free act and deed of said municipal
corporation.
Notary Public
This instrument was drafted by: After recording, please return to:
Darcy M. Erickson Darcy M. Erickson
LeVander, Gillen & Miller, P.A. LeVander, Gillen & Miller
633 South Concord Street, Suite 400 633 South Concord Street, Suite 400
South St. Paul, Minnesota 55075 South St. Paul, Minnesota 55075
(651)451-1831 (651)451-1831
EXHIBIT A
LEGAL DESCRIPTION OF LANDOWNER’S PROPERTY
Real Property located in the City of Cottage Grove, Washington County, Minnesota, described as
follows:
Parcel 1
The North Six Hundred Twenty-eight and Ninety-three Hundredths (628.93) feet of the West
Seven Hundred Twenty-five and Sixty Hundredths (725.60) feet of the Northwest quarter
(NW¼) of the Northwest quarter (NW¼) of Section Twenty (20), Township Twenty-seven (27)
North, Range Twenty-one (21) West, subject to Cherry Avenue on and across the Westerly
Thirty-three (33) feet thereof, containing 10.476 acres, more or less.
PID: 20.027.21.22.0002
Parcel 2
The South 188.68 feet of the North 817.61 feet of the West 725.60 feet of the Northwest Quarter
of the Northwest Quarter (NW¼ of NW¼) of Section Twenty (20), Township Twenty seven (27)
North, Range Twenty one West, subject to Cherry Avenue on and across the Westerly 33 feet
thereof, containing 3.143 acres, more or less.
PID: 20.027.21.22.0001
EXHIBIT B
LEGAL DESCRIPTION AND DEPICTION OF THE
PERMANENT EASEMENT AREA AND TEMPORARY EASEMENT AREA
PERMANENT DRAINAGE AND UTILITY EASEMENT
A permanent easement for drainage and utility purposes over, under, and across that part of West
725.60 feet of the Northwest Quarter of Section 20, Township 027, Range 21, Washington
County, Minnesota, described as follows:
Commencing at the northwest corner of said Northwest Quarter of Section 20; thence South 00
degrees 08 minutes 44 seconds East, assumed bearing along the west line of said Northwest
Quarter, a distance of 608.37 feet to the point of beginning of the easement to be described;
thence continuing South 00 degrees 08 minutes 44 seconds East along said west line, a distance
of 30.03 feet; thence North 87 degrees 38 minutes 23 seconds East, 726.29 feet to the east line of
said West 725.60 feet of said Northwest Quarter; thence North 00 degrees 08 minutes 44 seconds
East along said east line of the West 725.60 feet, a distance of 20.02 feet; thence South 87
degrees 38 minutes 23 seconds West, 254.53 feet; thence North 00 degrees 08 minutes 44
seconds East, 10.41 feet; thence North 46 degrees 00 minutes 51 seconds East, 104.31 feet;
thence North 90 degrees 00 minutes 00 seconds East, 123.60 feet; thence North 37 degrees 20
minutes 08 seconds East, 92.35 feet to said east line of the West 725.60 feet of the Northwest
Quarter; thence North 00 degrees 08 minutes 44 seconds East along said east line of the West
725.60 feet, a distance of 67.58 feet; thence South 61 degrees 40 minutes 56 seconds West,
238.84 feet; thence South 00 degrees 00 minutes 00 seconds West, 27.72 feet; thence South 46
degrees 05 minutes 50 seconds West, 104.41 feet; thence South 87 degrees 38 minutes 23
seconds West, 441.08 feet to the point of beginning.
Said permanent utility easement contains ±7,370 square feet (±0.17 acres).
TEMPORARY CONSTRUCTION EASEMENT
A temporary easement for construction purposes over, under, and across the East 106.00 feet of
the West 436.00 feet of the South 106.00 feet of the North 667.00 feet of the Northwest Quarter
of Section 20, Township 027, Range 21, Washington County, Minnesota.
Said temporary construction contains ±11,236 square feet (±0.26 acres).
This Temporary Easement shall expire on June 30, 2017 and thereafter be of no force and
effect.
CITY OF COTTAGE GROVE
ASSESSMENT APPEAL WAIVER AGREEMENT FOR
SUMMERS LANDING
OFF-SITE IMPROVEMENTS
THIS AGREEMENT FOR AN ASSESSMENT APPEAL WAIVER
(“Agreement”) is
entered into and effective as of the _____ day of , 2016 (“Agreement Date”),
by and between the City of Cottage Grove, a Minnesota municipal corporation (“City”),
Swanlunds’, Inc. (“Owner”) and Summergate Development, LLC (“Developer”).
WITNESSETH:
WHEREAS,
the Owner is the fee simple Owner of property legally described on Exhibit A,
attached hereto and incorporated herein, (“the Property”) that will be benefited by certain Off-Site
Improvements; and
WHEREAS,
Owner has entered into a purchase agreement with Developer who will
develop the Property into a development known as Summers Landing (“the Development Project”),
that will be completed in six phases, depicted on the attached Exhibit B, which consists of the
Preliminary Plat and Phasing Plan; and
WHEREAS,
Owner, Developer and the City have entered into a Development Agreement
dated April _____, 2016 (the “Development Agreement”); and
WHEREAS,
the Developer has prepared a Final Plat (“Plat”) for the Development Project,
attached hereto as Exhibit C; and
WHEREAS,
the Owner and Developer have petitioned the City pursuant to Minnesota
Statute, Chapter 429 to construct and assess certain Off-Site Improvements of Hadley Avenue and
th
95 Street described on the attached Exhibit D (“Off-Site Improvements”) solely due to the
Development Project, that will benefit the Property; and
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WHEREAS,
the Owner and Developer are willing to agree to the levy of the Assessment
Waiver Amount against the portions of the Property legally described and identified on Exhibit E
(“Assessed Property”) for the Assessment Term with interest accrual at the Assessment Interest
Rate; and
WHEREAS,
the City is willing to facilitate the Off-Site Improvements as petitioned by the
Owner and Developer which are necessary for the Development Project provided that the Off-Site
Improvements are funded in part by the Owner and Developer; and
WHEREAS,
the Owner and Developer are willing to waive their assessment appeal rights
up to the Assessment Waiver Amount which constitutes an estimated benefit pursuant to Minnesota
Statutes, Chapter 429 in the manner authorized by Minnesota Statutes § 462.3531 in return for the
City’s efforts to facilitate the collection of funding for the Off-Site Improvements; and
WHEREAS,
the City, Owner and Developer have agreed pursuant to the Development
Agreement that the assessment of the cost of the Off-Site Improvements shall not exceed the
amount of One Million Four Hundred Forty-Seven Thousand, Nine Hundred Two and 00/100ths
Dollars ($1,447,902.00).
NOW, THEREFORE,
in consideration of the mutual promises and covenants of each to
the other contained in this Agreement and other good and valuable consideration, receipt of which is
hereby acknowledged, the parties hereto do covenant and agree as follows:
ARTICLE I
THE AGREEMENT
Section 1.01 Purpose.
This Agreement is executed and delivered pursuant to the terms and
conditions of the Development Agreement and includes the waiver of assessment appeal rights up to
the Assessment Waiver Amount which constitutes a benefit pursuant to Minnesota Statutes, Chapter
429 in the manner authorized by Minnesota Statutes § 462.3531 in return for the City’s efforts to
facilitate the collection of funding for the Off-Site Improvements.
Section 1.02 Term.
The term of this Agreement shall commence on the Agreement Date
and shall terminate upon the expiration of the Assessment Term (or upon prepayment of the levied
assessment).
ARTICLE II
DEFINITIONS
Section 2.01 Definitions.
The following are terms used in this Agreement. Their meanings
as used in this Agreement shall be expressly indicated below, unless the context of this Agreement
requires otherwise:
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(a)Agreement: This agreement to memorialize the covenants and agreements between the
Owner, the Developer, and the City with regard to the Property and the Off-Site
Improvements, including the assessment appeal waiver provided herein pursuant to
Minnesota Statutes, Chapter 429 in the manner authorized by Minnesota Statutes §
462.3531.
(b)Agreement Date: The date written in the first paragraph of the Agreement.
(c)Assessed Property: The real property that will be assessed for the Off-site Improvements,
legally described on Exhibit E.
(d)Assessment Interest Rate: The special assessment levied against the Property shall accrue
interest at a rate of five percent (5%) per year for the Assessment Term. The first interest
accrual shall begin on or about November 2016.
(e)Assessment Term: Except as provided in Section 3.02, the Assessment Term for each phase
of the Development Project shall be three (3) years, with the initial term beginning on the
date of the assessment, which shall be on or about November 2016, and a new 3-year term
being initiated on or about November of each year during which a Final Plat for a new phase
is approved by the City Council.
(f)Assessment Waiver Amount: The total charge imposed by the City for the Off-Site
Improvements shall not exceed the amount of One Million Four Hundred Forty-Seventy
Thousand, Nine Hundred Two and 00/100ths Dollars ($1,447,902.00), which amount is
to be assessed by the City against the Assessed Property on a pro-rata basis against the
Phase 1 lots and Outlot G. The costs related to the Off-Site Improvements are described
in Exhibit D. The Assessment Waiver Amount is commensurate with the estimated
special benefit of the Off-Site Improvements to the Assessed Property.
(g)City: The City of Cottage Grove, a Minnesota municipal corporation.
(h)Developer: Summergate Development, LLC, a Minnesota limited liability company.
(i)Owner: Swanlunds’, Inc., a Minnesota corporation.
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(j)Off-Site Improvements: Certain Improvements to Hadley Avenue and 95 Street which are
required for the Development Project and detailed on Exhibit D.
(k)Property: Real property legally described on Exhibit A.
ARTICLE III
COVENANTS AND AGREEMENTS
Section 3.01 Covenants and Agreements of the Owner and Developer.
The Owner
and Developer covenant and agree with the City that:
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(a)Assessment Appeal Waiver: Owner and Developer hereby authorize the City to certify to
the Washington County Auditor/Property Tax Assessor a special assessment against the
Assessed Property up to the Assessment Waiver Amount for Off-Site Improvements.
The Owner and Developer hereby waive all rights to assessment notices, hearings and
appeals, and all other rights pursuant to Minn. Stat. § 429.061, § 429.071 and § 429.081 for
the special assessment against the Assessed Property for Off-Site Improvements up to the
Assessment Waiver Amount. The Owner and Developer hereby waive any and all
procedural and substantive objections to the special assessment up to the Assessment
Waiver Amount against the Assessed Property, including, but not limited to, notice and
hearing requirements and any claim that any or all of the Assessment Waiver Amount
against the Assessed Property exceeds the benefit to the Property for the Off-Site
Improvements. The Owner and Developer acknowledge and agree that the benefit of the
Off-Site Improvements to the Assessed Property will equal the Assessment Waiver Amount.
The Owner and Developer also acknowledge and agree that the Assessed Property receives
a special benefit equal to the Assessment Waiver Amount. Furthermore, the Owner and
Developer acknowledge and agree that the Off-Site Improvements costs may not be equally
spread against all benefited property.
The City, Owner and Developer acknowledge and agree that the waiver of assessment
appeal rights pursuant to Minnesota Statutes, Chapter 429, is capped at the Assessment
Waiver Amount by operation of Minn. Stat.§462.3531.
(b)Owner’s and Developer’s Covenant Not to Sue the City: Owner and Developer hereby
covenant with the City not to appeal or sue the City for a court to set aside, reduce, repeal, or
invalidate the levied assessment, or for other relief from the payment of the City’s levy of a
special assessment up to the Assessment Waiver Amount against the Assessed Property.
(c)Owner’s and Developer’s Covenant that Owner and Developer are the Property Fee
Owners: Owner and Developer hereby covenant and warrant with the City that Owner
and/or Developer are seized in fee of the Property and have good right to enter into this
Agreement with the City.
(d)Developer Recording of this Agreement: The Developer will record this Agreement against
the Assessed Property with the Washington County Recorder and/or Registrar of Titles.
Section 3.02 Covenants and Agreements of the City.
The City covenants and agrees
with the Owner and Developer that:
(a)Assessment Waiver Amount: The City agrees that the City will certify/levy a special
assessment against the Assessed Property only up to the Assessment Waiver Amount for the
Off-Site Improvements pursuant to the Development Agreement and this Agreement, and
any costs of the Off-Site Improvements in excess of the Assessment Waiver Amount shall
be paid by the City without any right to seek reimbursement or payment from the Owner or
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Developer and without any right to further assess the Assessed Property. The assessment
shall be certified/levied as follows:
(1)In November 2016, the City shall assess the costs of the Off-Site Improvements on a
per lot pro rata basis against the Assessed Property for the Assessment Term. The
assessment for the Assessed Property located in Phase 1, as depicted on the Phasing
Plan in Exhibit B, shall be levied immediately; however, Outlot G shall reflect a
pending or deferred assessment (the “Deferred Assessment”). The Assessment
Interest Rate for all Assessed Property, including Outlot G, shall begin to accrue at
this time.
(2)Thereafter, in November of each year during which a new phase is approved by the
City for development, the City shall on a pro rata basis allocate the Deferred
Assessment for all lots in each new phase. The Deferred Assessment for Outlot G
shall be reduced accordingly by the amount of the levy for each phase.
(3) If no final plat of a new phase is approved after a period of six (6) years from the
date of the final plat approval by the City Council from the last phase platted by
Developer, then in November of the sixth year, Outlot G will be assessed the balance
of the Deferred Assessment that is due, for an Assessment Period of ten (10) years.
(b)Prepayment of Assessment: The City agrees that the Owner or Developer may prepay some
or all of the City’s assessment levy against the Assessed Property for the Off-Site
Improvements with no penalty and only with interest accrual pursuant to Minn. Stat. §
429.061.
ARTICLE IV
DEFAULT
Section 4.01 Default.
If a party to this Agreement materially defaults in the due and timely
performance of any of its covenants or agreements hereunder, the other party(s) may give notice of
default of this Agreement. The notice shall specify with particularity the default or defaults on
which the notice is based. The notice shall specify a ten (10) day cure period within which the
specified default or defaults must be cured. If the specified defaults are not cured within the cure
period, the other party(s) may pursue all remedies and sanctions available at law and in equity,
including specific performance.
Section 4.02 Attorneys’ Fees, Costs and Expenses.
The Owner and Developer agree to
pay the City the amount of the City’s assessment levy up to the Assessment Waiver Amount with
accrued interest together with the City’s attorneys’ fees, costs and expenses to defend the special
assessment levy by the City pursuant to this Agreement. The Owner and Developer acknowledge
and agree that the Owner and Developer would be unjustly enriched if the City’s assessment levy
pursuant to this Agreement was set aside, reduced, repealed or invalidated by a court with
jurisdiction over the Assessed Property since the Owner and Developer requested the Off-Site
Improvements and this assessment financing for the Off-Site Improvements. The Owner and
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Developer agree that the court with jurisdiction over the Assessed Property shall award the City the
assessment levy up to the Assessment Waiver Amount with accrued interest together with the City’s
attorneys’ fees, costs and expenses for breach of the Owner’s and Developer’s covenant not to
appeal or sue the City pursuant to Article III, Section 3.01(b). Notwithstanding the foregoing,
Owner’s obligation to reimburse the City for costs and expenses, including attorney’s fees, in any
action regarding the special assessment levy shall only apply if the Owner is the plaintiff in an
action to set aside a special assessment equal to or less than the Assessment Waiver Amount.
ARTICLE V
GENERAL PROVISIONS
Section 5.01 Notices.
All notices, requests, demands or other communications required or
permitted by this Agreement shall be in writing and delivery shall be deemed to be sufficient if
delivered personally or by registered or certified mail, return receipt accepted, postage prepaid,
addressed as follows:
If to the City: City of Cottage Grove
Attention: City Administrator
12800 Ravine Parkway South
Cottage Grove, MN 55016
If to the Owner: Swanlunds’, Inc.
1437 Dayton Avenue
Saint Paul Park, Minnesota 55071
If to the Developer Summergate Development, LLC
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10621 – 165 St. W.
Lakeville, MN 55044
Section 5.02 Non-Assignability.
Neither the City nor the Owner or Developer shall assign
any interest in this Agreement nor shall any party transfer any interest in the same without the prior
written consent of the other party.
Section 5.03 Binding Effect.
This Agreement and the terms, conditions and covenants
contained herein and the transaction contemplated hereunder shall be binding upon and inure to the
benefit of the parties hereto and their respective successors, heirs, personal representatives, and
permitted assigns. This Agreement shall further be binding on subsequent purchasers of the
Property and shall run with the Property herein described.
Section 5.04 Severability.
In the event any provision of this Agreement shall be held
invalid or unenforceable by any court of competent jurisdiction, such holding shall not invalidate or
render unenforceable any other provision hereof.
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Section 5.05 Amendments, Changes and Modifications.
This Agreement may be
amended or any of its terms modified or changed only by a written amendment authorized and
executed by the City, the Owner and the Developer.
Section 5.06 Counterparts.
This Agreement may be simultaneously executed in several
counterparts, each of which shall be an original and all of which shall constitute but one and the
same instrument.
Section 5.07 Entire Agreement.
This Agreement shall constitute the entire agreement
between the parties and shall supersede all prior oral or written negotiations.
Section 5.08 Notice To Buyers.
The Owner and Developer agree to notify and provide any
buyer of the Property or any portion thereof, with an executed copy of this Agreement if the Owner
or Developer sells any interest in the Property following the execution of this Agreement by the
Owner, the City, and the Developer but before the recording of this Agreement with Washington
County Recorder and/or Registrar of Titles.
IN WITNESS WHEREOF,
the City, the Owner and Developer have caused this
Agreement to be executed by their duly authorized representatives.
\[remainder of page intentionally blank\]
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CITY OF COTTAGE GROVE
By:
Myron Bailey
Mayor
By:
Joseph Fischbach
City Clerk
STATE OF MINNESOTA )
) ss.
COUNTY OF WASHINGTON )
On this _____ day of _______________, 2016, before me a Notary Public within and for
said County, personally appeared Myron Bailey and Joseph Fischbach to me personally known,
who being each by me duly sworn, each did say that they are respectively the Mayor and the City
Clerk of the City of Cottage Grove, the Minnesota municipal corporation named in the foregoing
instrument, and that it was signed on behalf of said municipal corporation by authority of its City
Council and said Mayor and City Clerk acknowledged said instrument to be the free act and deed of
said municipal corporation.
Notary Public
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SWANLUNDS’, INC.
Peter Swanlund
Vice President
STATE OF MINNESOTA )
) ss.
COUNTY OF WASHINGTON )
The foregoing instrument was executed this ____ day of _________, 2016, by
Peter Swanlund, the Vice President of Swanlunds’, Inc. a Minnesota corporation, on behalf of
the corporation.
Notary Public
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SUMMERGATE DEVELOPMENT, LLC
Casey Wollschlager
Chief Operating Officer
STATE OF MINNESOTA )
) ss.
COUNTY OF WASHINGTON )
The foregoing instrument was executed this ____ day of _________, 2016, by
Casey Wollschlager the Chief Operating Officer of Summergate Development, LLC a Minnesota
limited liability company, on behalf of the company.
Notary Public
This instrument drafted by: After recording, please return to:
Korine L. Land Korine L. Land
Cottage Grove City Attorney Cottage Grove City Attorney
LeVander, Gillen & Miller, P.A. LeVander, Gillen & Miller, P.A.
633 South Concord Street, Suite 400 633 South Concord Street, Suite 400
South St. Paul, Minnesota 55075 South St. Paul, Minnesota 55075
STDOCS:1309836v2
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EXHIBIT A
LEGAL DESCRIPTION OF PROPERTY
Real property situated in the City of Cottage Grove, County of Washington, State of Minnesota,
legally described as:
Lots 1-21, Block 1, Summers Landing
Lots 1-32, Block 2, Summers Landing
Lots 1-2, Block 3, Summers Landing
Outlots A-G, Summers Landing
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EXHIBIT B
PRELIMINARY PLAT
AND
PHASING PLAN
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EXHIBIT B
(CONT.)
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EXHIBIT C – TO BE REPLACED
FINAL PLAT
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EXHIBIT C
(CONT.)
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EXHIBIT D
OFF-SITE IMPROVEMENTS
Developer
Total Responsibility Developer
Assessments Costs (Percent) Cost
Hadley Avenue turn lanes
adjacent to Summers Landing $46,742 100%$46,742
Hadley Avenue costs: 90 Street
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to 95 Street (excludes turn lanes
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& trails adjacent to
development) $1,242,430 30% $372,729
95 Street costs: Hadley Avenue
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to Mississippi Dunes Blvd.
(excludes trails adjacent to
development) $430,77150%$215,385
Roundabout costs (Intersection of
95 Street & Hadley Avenue) $1,171,430 40% $468,572
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Non-participating (Water main,
Hadley Avenue south of 95
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Street & 95 Street east of Hadley
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Avenue) $1,538,729 0% $0
Total Construction Costs $4,430,102 $1,103,428
30% Indirect Costs (legal,
engineering and administration) $1,329,030 $331,028
Subtotal - Project Costs $5,759,132 $1,434,456
Sanitary Sewer Easement $13,446 100% $13,446
Total Project Costs $5,772,578 $1,447,902
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EXHIBIT E
LEGAL DESCRIPTION OF ASSESSED PROPERTY
Real property situated in the City of Cottage Grove, County of Washington, State of Minnesota,
legally described as:
Lots 1-21, Block 1, Summers Landing
Lots 1-32, Block 2, Summers Landing
Lots 1-2, Block 3, Summers Landing
Outlot G, Summers Landing
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