03. Developers Agreement with City Service - Westbrook SquareDEVELOPER'S AGREEMENT
This Developer's Agreement, made this day of
, 1999, is by and between Northwest Investments
Partnership, L.L.P., a Montana Limited Liability Partnership,
hereinafter PARTNERSHIP or DEVELOPER, and the CITY OF KALISPELL, a
municipal corporation, hereinafter CITY:
W I T N E S S E T H:
WHEREAS, the City of Kalispell, pursuant to Title 7, Chapter
15, Parts 42 and 43, Montana Code Annotated, has enacted the
Kalispell West Side Urban Renewal Project, Ordinance #1259 on the
17th day of March, 1997; and,
WHEREAS, as part of the Kalispell West Side Urban Renewal
Project the City Council of the City of Kalispell determined that
the "project area" was blighted and that extensive rehabilitation
was necessary within the "project area" to facilitate proper
development within the area; and,
WHEREAS, under Title 7, Chapter 15, Part 42 and 43 MCA, and
the Kalispell West Side Urban Renewal Project, the City is
authorized to eliminate and prevent the spread of blight by
encouraging the redevelopment of land by private enterprise; and,
WHEREAS, PARTNERSHIP has made a request to utilize funds
available to the City under the Kalispell West Side Urban Renewal
Project to improve infrastructure and landscaping and make certain
on -site improvements to property referred to as Westbrook Square,
located near the intersection U.S. Highway #2 West (West Idaho
Street) and Meridian Road, Kalispell, Montana; and,
WHEREAS, the assistance requested and granted pursuant to this
Agreement shall consist of reasonable expense reimbursements for
infrastructure and landscaping improvements, inclusive of
architectural, engineering and other costs, more particularly
described in this agreement, in an amount not to exceed Fifty -Three
Thousand Thirty -Five Dollars ($53,035.00); and,
WHEREAS, PARTNERSHIP'S proposal has been reviewed by the
Community Development Department and the City Council.
NOW, THEREFORE, in consideration of the premises and mutual
covenants hereinafter contained, the parties hereto agree as
follows:
NIP Developers Agreement 1
I. DEVELOPMENT AGREEXENT
SECTION 1.1. Definitions. In this Agreement, unless a different
meaning clearly appears from the context:
"Act" means Montana Code Annotated Title 7, Chapter 15, Parts
42 and 43, as amended.
"Agreement" means this Agreement, as the same may be from time
to time modified, amended or supplemented.
"Assessed Valuation" means the value of real property as
determined by the Department of Revenue in accordance with Montana
Code Annotated against which real property tax is imposed.
"City" means the City of Kalispell, Montana and for purposes
of administering this agreement shall also mean the City Manager.
"Construction Plans" means the plans, specifications,
drawings, and related documents for the construction work to be
performed by the DEVELOPER on the Project Property, which (a) shall
be at least as detailed as the plans, specifications, drawings and
related documents which are submitted to the building official of
the CITY and (b) shall include at least the following: (1) site
plans; (2) foundation plans; (3) basement plans; (4) elevations on
all sides; (5) landscaping plan; (6) grading plan; and (7) utility
plan.
"Developer" means Northwest Investments Partnership, L.L.P.
"Project" means the Project described in Section 1.3.
"Project Area" means that -retail and commercial development
referred to as Westbrook Square, Kalispell, Montana.
"Redevelopment Area" means those areas of Kalispell which have
been designated by CITY as blighted and therefore desirable for
rehabilitation.
"Redevelopment Plan" means the CITY'S overall plan for
promoting rehabilitation of CITY areas fecund to be blighted.
"Section" means a Section of this Agreement, unless used in
reference to Montana Code Annotated.
"Site Plans" means the plans to be submitted by the DEVELOPER
showing the Project Area and the Project which will include all on -
site improvements, off -site improvements, and the infrastructure
improvements.
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"State" means the State of Montana.
"Tax Increment" means that portion of the real estate taxes
paid with respect to the Redevelopment Property which is remitted
to the CITY as tax increment pursuant to the Tax Increment
Financing provisions of the Montana Urban Renewal Law.
"Tax Increment Financing Plan" means the Tax Increment
Financing Plan for Tax Increment Financing by the City Council.
"Unavoidable Delay" means a failure or delay in a party's
performance of its obligations under this Agreement, or during any
cure period specified in this Agreement which does not entail the
mere payment of money, not within the party's reasonable control,
including but not limited to acts of God, governmental agencies,
the other party, strikes, labor disputes, fire or other casualty,
or lack of materials, provided that within 10 days after a party
impaired by the delay has knowledge of the delay it shall give the
other party notice of the delay and the estimated length of delay,
and shall give the other party notice of the actual delay within 10
days after the cause of the delay has ceased to exist. The parties
shall pursue with reasonable diligence the avoidance and removal of
any such delay. Unavoidable delay shall not extend performance of
any obligation unless the notices required in this definition are
given as herein required.
SECTION 1.2. Representations by CITY. CITY makes the following
representations to DEVELOPER:
(a) The CITY, under the Act and Ordinance No. 1259, has
the power and authority to enter into this Agreement and
carry out the obligations hereunder.
(b) The Project is an "urban renewal project" within the
meaning of the Act and has been approved by the City
Council in accordance with the .terms of the Act and
Ordinance No. 1259.
(c) The Urban Renewal Plan, as approved by Ordinance No.
1259, contains a provision for tax increment financing
for the Redevelopment Area and the incremental increase
in taxes based on the value of ad valorem property within
the area after the base year shall be collected,
segregated by the County Treasurer, and transferred to
the City for the benefit of the Redevelopment Area.
(d) CITY has on hand, in its Tax Increment Fund or has
the authority to borrow, at least sufficient funds to
complete it obligations under this Agreement.
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(e) CITY has determined that the infrastructure and
landscaping improvements described in Section 1.3(h) are
necessary to the development of the Project, at a cost
not to exceed Fifty -Three Thousand Thirty -Five Dollars
($53, 035. 00.) .
(f) The costs of designing, engineering, acquiring, and
constructing said infrastructure are costs that can be
financed through tax increments pursuant to Section 7-15-
4288, of the Act, and the City Council has authorized the
use of the tax increment to finance those improvements,
subject to Sections 1.4 and 1.5.
SECTION 1.3. Representations by DEVELOPER. DEVELOPER represents
and warrants that:
(a) DEVELOPER, Northwest Investments Partnership, L.L.P.
is a limited liability partnership, duly organized under
the laws of the State of Montana, has the power to enter
into this Agreement, and has duly authorized the
execution, delivery and performance of this Agreement.
(b) DEVELOPER will, subject to unavoidable delays,
construct, operate and maintain on the Project Property
a retail and commercial development described in the Site
Plans, together with all related on -site improvements,
including, but not limited to, off-street parking,
landscaping, on -site utilities and any off -site
infrastructure improvements necessary to properly serve
the Project Area (the Project). The parties agree that
the Project is not yet completed and there may be changes
in both timing and occupancy during the development
process; however, any and all changes shall be subject to
approval by the CITY.
(c) DEVELOPER estimates that the final cost of
constructing the Project as described in Section 1.3(b)
is $904,302.00 based on the following estimates:
Description of Project
Foundation Construction
Building Construction
TOTAL
Estimated Cost
$ 38,500.00
$ 865,802.00
$ 904,302.00
(d) DEVELOPER estimates, based upon information
available to it and the projected cost of constructing
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the Project, that the Assessed Valuation of the improved
real property constituting the Project, inclusive of
furniture, fixtures, equipment, and other taxable
personal property will be at least $904,302.00. The
parties understand that the actual Assessed Valuation of
the DEVELOPER'S portion of the Project as determined by
the Montana Department of Revenue may be greater or
lesser than the estimate.
(e) DEVELOPER has obtained, or has available to it,
sufficient funding to complete the construction of the
Project.
(f) DEVELOPER has been advised that the Redevelopment
Area is subject to building and use restrictions imposed
pursuant to the Kalispell Zoning Ordinance, including,
but not limited to, prohibitions on the display of
billboards and/or off -premises signs.
(g) DEVELOPER is aware of the Infrastructure and
Landscaping Improvements which are subject to actual
expense reimbursement by CITY described in Section 1.3(h)
and the on -site improvements associated with this
Agreement and represents and acknowledges that the
construction of such improvements are necessary to the
development of the Project.
(h) DEVELOPER has requested that CITY reimburse the
costs of designing, engineering, acquiring, and
installing the following infrastructure and landscape
improvements: utility trenching; sidewalk, curbing and
gutters, all on the north side of West Idaho adjacent to
Westbrook Square; four (4) light poles, lamps, and
electrical bases, with conduit and wiring; three (3)
seating benches; landscaping, extension and repair of
irrigation; demolition and removal of certain existing
improvements, including :asphalt underlay; reasonable
contractor overhead; and topsoil and grass sod; all
within CITY right-of-way, or on real property more
particularly described in an easement granted by
DEVELOPER to the CITY, a copy of which is attached hereto
as Exhibit "A."
SECTION 1.4. Sequencing of Events.
(a) DEVELOPER shall proceed with the design and/or
construction of the Infrastructure and Landscaping
Improvements utilizing personnel and/or contract services
selected by them. Infrastructure and Landscaping
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Improvements shall be installed on or before 311t day of
July, 1999, when DEVELOPER plans on having its complex
completed and open for business.
(b) DEVELOPER, upon completion of all or identifiable
portions of the Infrastructure and Landscaping
Improvements, listed in 1.3(h), and upon review and
approval by the CITY, shall submit proof of expenditures
for work accomplished and items purchased, and CITY shall
then reimburse DEVELOPER based on the invoices and proof
of payment so submitted.
SECTION 1.5. Limitations on City's Commitment. CITY shall use its
tax increment revenues to reimburse DEVELOPER for the cost of only
those infrastructure and landscaping improvements listed in Section
1.3(h). In the event other public infrastructure improvements
other than those listed in Section 1.3(h) are required, said
improvements shall be the responsibility of DEVELOPER.
SECTION 1.6. Construction of the Project.
(a) Subject to unavoidable delays, DEVELOPER will
construct the Project without encroachment onto any other
property all in accordance with the Site Plans, the
Construction Plans. DEVELOPER will be responsible for
the supervision of and completion of the on -site improve-
ments.
(b) All work with respect to the Project shall be in
substantial conformity with the Construction Plans
approved by the CITY. DEVELOPER shall promptly begin and
diligently complete all on -site improvements. DEVELOPER
shall make reports, in such detail and at such times as
may reasonably be requested by the CITY, as to the actual
progress of DEVELOPER with respect to construction of the
on -site improvements.
(c) DEVELOPER shall not interfere with, or construct any
improvements over, any public street or utility easement
without the prior written consent of the CITY. All
connections to public utility lines and facilities shall
be subject to approval of the CITY and any private
utility company involved. All street and utility instal-
lations, relocations, alterations and restorations shall
be made at DEVELOPER'S expense. DEVELOPER, at its own
expense, shall replace any public facilities or utilities
damaged during construction of the Project, and DEVELOPER
shall be responsible for maintenance of the improvements
after construction and installation.
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SECTION 1.7. Defense of Claims. DEVELOPER shall indemnify and
hold harmless the CITY and their respective officers, employees and
agents for any loss, damages and expenses (including attorney's
fees) in connection with any claim or proceeding arising from
damages or injuries received or sustained by any person or property
by reason of any actions or omissions of DEVELOPER or its
contractors, agents officers or employees under this Agreement,
other than claims or proceedings arising -.from any negligent or
unlawful acts or omissions of the CITY or their agents, officers,
or employees. Promptly after receipt by the CITY of notice of the
commencement of any action in respect of which indemnity may be
sought against the DEVELOPER under this Section, the CITY will
notify the DEVELOPER in writing of the commencement thereof, and,
subject to the provisions hereinafter stated, the DEVELOPER shall
assume the defense of such action (including the employment of
counsel, who shall be counsel satisfactory to CITY, and the payment
of expenses) insofar as such action shall relate to any alleged
liability in respect of which indemnity may be sought against the
DEVELOPER. CITY shall have the right to employ separate counsel in
any such action and to participate in the defense thereof, but the
fees and expenses of such counsel shall not be at the expense of
the DEVELOPER unless the employment of such counsel has been
specifically authorized by the DEVELOPER. The omission to notify
the DEVELOPER as herein provided will not relieve it from any
liability which it may have to any indemnified party pursuant
hereto, otherwise than under this section.
SECTION 1.8. Payment of Taxes. DEVELOPER shall pay when due all
real estate taxes and installments of special assessments payable
on the Project Property. DEVELOPER and CITY recognize that the
State of Montana, Department of Revenue shall utilize calculator or
segregated cost methods to determine the Assessed valuation of the
improved real property and the DEVELOPER shall utilize an income
approach to value to protest the Assessed Valuation of said
property for a period of five (5) years from the date of this
agreement.
SECTION 1.9. Events of Default. The following shall be "Events of
Default" under this Agreement and the term "Event of Default" shall
mean, whenever it is used in this Agreement (unless the context
otherwise provides), any one or more of the following events which
occurs prior to the issuance of the Certificate of Completion'by
the CITY of this Agreement with respect to the Project and
continues for more than 30 days after notice by the CITY to
DEVELOPER of such default (and the term "default" shall mean any
event which would with the passage of time or giving of notice, or
both, be an "Event of Default" hereunder):
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(a) Failure of DEVELOPER to .construct the Project or
furnish the Site Plans or Construction Plans.
(b) Failure of DEVELOPER to pay real estate taxes and
special assessments as contemplated in Section 1.8.
(c) Any event of default otherwise provided by local,
State or federal law.
SECTION 1.10. Remedies on Default. Whenever any Event of Default
referred to in Section 1.8 or Section 1.9 occurs, the CITY may take
any one or more of the following actions:
(a) Suspend its performance under this Agreement until
it receives assurance from DEVELOPER, deemed adequate by
the CITY, that DEVELOPER will cure its default and
continue its performance under this Agreement.
(b) Terminate all rights of DEVELOPER under this
Agreement.
(c) Take whatever action at law or in equity may appear
necessary or desirable to the CITY to enforce performance
and observance of any obligation, agreement, or covenant
of the DEVELOPER under this Agreement.
II. GENERAL PROVISIONS
SECTION 2.1. Manner of Exercise. No remedy herein conferred upon
or reserved to CITY is intended to be exclusive of any other
available remedies, but each and every such remedy shall be
cumulative and shall be in addition to every other remedy given
under this agreement for now or hereinafter existing at law or in
equity or by statute. No delay or admission to exercise any right
or power shall be considered to be waived thereof, but any such
right and power may be exercised from time to time and as often as
may be deemed expedient.
SECTION 2.2. Attorney's Fees and Expenses. In the event of any
controversy, claim or dispute arising out or relating to this
Development Agreement, or the method and manner of performance
thereof or the breach thereof, the prevailing party shall be
entitled in addition to any other relief, a reasonable sum as
attorney's fees and litigation expenses. In the event neither
party wholly prevails, the party that substantially prevails shall
be awarded a reasonable sum as attorney's fees and litigation
expenses. In determining what is a reasonable sum for attorney's
fees and litigation expenses, the actual amount of the attorney's
fees the party is obligated to its attorney or attorneys shall be
NIP Developers Agreement 8
presumed to be reasonable, which presumption is rebuttable, and
actual expenses incurred in the proceedings including all expenses
of a party for travel, etc., shall be presumed to be reasonable,
which presumption is rebuttable.
SECTION 2.3. Effect of Waiver. In the event any agreement
contained in this agreement should be breached by either party and
thereafter be -waived by the other party, such waiver shall be
limited to the particular breach so waived and shall not be deemed
to waive any other breach hereunder. No waiver, amendment, release
or modification of this agreement shall be established by conduct,
customer course or dealing, but solely by an instrument in writing
duly executed by CITY, its successors or assigns.
SECTION 2.4. Notices. All notices, certificates or other
communications hereunder shall be sufficiently given and shall be
deemed given when mailed by certified or registered mail, postage
prepaid, with proper addresses indicated below. CITY and
PARTNERSHIP may by written notice given by each to the other,
designate any other address _or addresses to which notices,
certificates or other communications to them shall be sent when
required as contemplated by this agreement. Until otherwise
provided by the respective parties, all notices, certificates and
communications to each of them shall be addressed as follows:
To the City: City of Kalispell
City Hall
Drawer 1997
Kalispell, Montana 59903-1997
Attention: City Clerk
To the Developer: Northwest Investments Partnership, L.L.P.
P.O. Box 1
Kalispell, Montana 59903
Attention: Matthew J. Waatti
SECTION 2.5. Binding Effect. This agreement shall inure to the
benefit of and shall be binding upon CITY and PARTNERSHIP and their
respective successors and assigns.
SECTION 2.6. Entire Agreement. All understandings and agreements
previously existing between the parties, if any, are merged into
this Agreement including all schedules and exhibits, which alone
fully and completely expresses their agreement, and the same is
entered into after full investigation, neither party relying on any
statement or representations made by the other not embodied herein.
This Agreement may not be changed or terminated orally.
NIP Developers Agreement
SECTION 2.7. Severability. If any term, condition or provision of
this agreement or the application thereof to any person or
circumstance shall, to the extent, be held to be invalid or
unenforceable, the remainder thereof and the application of such
term, provisions and conditions to persons or circumstances other
than those as to whom it shall be held valid or enforceable shall
not be affected thereby, and this agreement and all the terms,
provisions and conditions hereof shall, in all other respects,
continue to be effective and to be complied with to the full extent
permitted by law.
SECTION 2.8. Amendments, Changes and Modifications. Except as
otherwise provided in this agreement, this agreement may not be
effectively amended, changed and modified or altered without prior
written consent of the CITY.
SECTION 2.9. Execution In Counterparts. This agreement may be
simultaneously executed in several counterparts, each of which
shall be an original and all of which shall constitute one and the
same instrument.
SECTION 2.10. Limitations on City's Liability. No agreement or
provision contained in this agreement, nor any other agreement,
covenant or undertaking by CITY contained in any document executed
by CITY in connection with this agreement shall give rise to a
general liability of the municipality or a charge against its
general credit or taxing powers, or shall obligate the CITY
financially in any way except with respect to this agreement. No
failure of CITY to comply with any term, condition, covenant or
agreement herein shall subject CITY to liability for any claim for
damages, costs or other financial pecuniary chargeexceptto the
extent that the same can be paid or recovered from or under this
agreement; and no execution of any claim, demand, cause of action
or judgment shall be levied upon or collected from the general
credit, general funds or taxing powers of CITY.
IN WITNESS WHEREOF, THE CITY HAS CAUSED THIS AGREEMENT TO BE
EXECUTED IN ITS NAME AND ON ITS BEHALF AND ITS OFFICIAL SEAL TO BE
HEREUNTO FIXED AND ATTESTED BY ITS DULY AUTHORIZED OFFICERS, AND
THE PARTNERSHIP HAS CAUSED THIS AGREEMENT TO BE EXECUTED IN ITS
NAME AND ON ITS BEHALF, ALL AS OF THE DATE FIRST HEREIN ABOVE
WRITTEN.
CITY OF KALISPELL
By:
Mayor
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ATTEST:
City Clerk
Northwest Investments Partnership, L.L.P.
By:
Its: Authorized Representative
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