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H2. Res. 6010, Old School Station Lot TransferCITY OF KALISPELL Report To: Doug Russell, City Manager City of Kalispell Post Office Box 1997 - Kalispell, Montana 59903-1997 Telephone (406) 758-7700 Fax - (406) 758-7758 From: Katharine King, Assistant Director Community Development Subject: Old School Station, Lot Transfer of Lot 4 for Lot 15 Meeting Date: January 19, 2021 BACKGROUND: On April 5, 2015, by means of Resolution 5710, the City Council elected to take assignment from Flathead County of its tax lien on six parcels of Old School Station by paying the past due taxes and assessments. On April 20, 2015, City Council passed Resolution 5712 in which Council stated its intention to retain and sell the properties and to set the concluding date and time of the period of redemption for May 4, 2015, at 7 pm. By Resolution 5717 on May 4, 2015, Council determined to retain and sell all interests in the Old School Station lots under its ownership. The six properties were appraised by Clark Real Estate Appraisal in 2015 to establish listing prices for each lot. In April 2017, the City of Kalispell listed the properties for sale through Flathead Valley Brokers at the appraised values with the potential off -set of reduced Special Improvement District bond payments as calculated for each lot. Lot 4 sold to Edge, LLC May 1, 2020. Since that time Edge, LLC has determined that Lot 15 in Old School Station would better fit its business needs and has requested an exchange or land transfer of Lot 4 for Lot 15 where Lot 4 would return to City ownership. Edge is asking that their payments and taxes paid to date for Lot 4 be credited to a purchase of Lot 15 and that a similar Developer's Agreement be entered into with a new date set for completion of capital improvements set to 18 months from closing on Lot 15. Note that Lot 4 is in the Old School Station Tax Increment Finance (TIF) Technology District and Lot 15 is in Old School Station Industrial Tax Increment Finance District. The proposed use for Lot 15 is for an electrical contractor and thus fits with the requirements for TIF eligibility at the site. RECOMMENDATION: Motion to approve Resolution 6010, a resolution approving the sale of certain real property commonly known as Lot 15 of Old School Station Subdivision by means of a land exchange for Lot 4 of Old School Station Subdivision, previously purchased on contract by the buyer from the City. FISCAL EFFECTS: If exchange of Lot 4 for Lot 15 is approved, Edge would purchase Lot 15 at listing price of $201,000 with credit given for funds paid to date on the purchase of Lot 4, which includes the down payment, subsequent loan payments and taxes paid. Therefore, Edge's note amount would be approximately $98,500 for Lot 15. It should be noted that the final amount may change slightly depending on the timing of closing. Similar to the previous Developer's Agreement associated with Lot 4, tax increment will be applied to reimbursement of SID payments if the purchaser completes planned capital improvements to the property within 18 months of new closing. Additionally, if capital improvements to the property are completed within 18 months of new closing, note will be reduced by $29,547.00 to $171,453.00. Terms of the loan on Lot 15 are to continue those in place for Lot 4 such that buyer will make monthly payments to the City on an interest only note (5% annual rate simple interest) and contract for deed to the City over the original five-year term with balloon payment due at the end of the term. ALTERNATIVES: Do not proceed with land exchange as proposed. ATTACHMENTS: Resolution 6010 Map of Old School Station RESOLUTION NO.6010 A RESOLUTION APPROVING THE SALE OF CERTAIN REAL PROPERTY COMMONLY KNOWN AS LOT 15 OF OLD SCHOOL STATION SUBDIVISION BY MEANS OF A LAND EXCHANGE FOR LOT 4 OF OLD SCHOOL STATION SUBDIVISION, PREVIOUSLY PURCHASED ON CONTRACT BY THE BUYER FROM THE CITY. WHEREAS, in April and May of 2015, the City of Kalispell, by a series of resolutions, purchased six lots in the Old School Station Subdivision from Flathead County in a delinquent tax sale for the purpose of salvaging the special improvement district bonding taken out by the City and supporting the tax increment districts in the subdivision through marketing and resale of the properties subject to development agreements; and WHEREAS, on May 1, 2020 the City sold Lot 4 of Old School Station to purchaser, Edge LLC, on contract and subject to the terms of a development agreement; and WHEREAS, since the time of the sale of Lot 4 to the purchaser, it was determined by the purchaser that Lot 15 will better suit its needs which have changed in the interim; and WHEREAS, it is in the best interests of the City and its purposes in acquiring and reselling the parcels, to enter into a land exchange with the purchaser, in which Lot 4 is reconveyed back to the City at its original purchase price and the City conveys Lot 15 to the purchaser at its offered market price, giving the purchaser credit for the consideration it has already paid for Lot 4 and entering into another contract and development agreement for Lot 15. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF KALISPELL AS FOLLOWS: SECTION 1. The City Manager is hereby authorized to execute all the necessary documentation to enter into a land exchange with Edge LLC, in which Lot 4 of Old School Station Subdivision is reconveyed back to the City at its original purchase price and for the City to convey Lot 15 of Old School Station to Edge LLC at its offered market price, giving Edge LLC credit for the consideration it has already paid for Lot 4 and entering into another contract and development agreement with Edge LLC for Lot 15. PASSED AND APPROVED BY THE CITY COUNCIL BY A 2/3RD MARGIN AND SIGNED BY THE MAYOR OF THE CITY OF KALISPELL, THIS 19TH DAY OF JANUARY, 2020. Mark Johnson Mayor ATTEST: Aimee Bnmckhorst, CMC City Clerk