10/29/01 Sandry/Offer to Purchase Lot 1LAW OFFICES OF
JOHNSON, BERG, MCEVOY & BOSTOCK, PLLP
JAMES W.JOHNSON
STEPHEN C.BERG
BRUCEMCEVOY
THOMAS R. BOSTOCK
KENT P. SAXBY
PAUL A. SANDRY
ERIKA L. JOHNSON
KATHERINE P. MAXWELL
GARY R. CHRISTIANSEN, PC
Of Counsel
Community Development Department
ATTN: Susan Moyer
City of Kalispell
PO Box 1997
Kalispell, MT 59903-1997
221 First Avenue East
PO Box 3038
Kalispell, Montana 59903-3038
ESTABLISHED 1891
October 29, 2001
Re: Request for Proposal
Lot 1, Daley Field Subdivision
Dear Susan:
MERRITT N. WARDEN
1914 - 1996
TELEPHONE (406) 755-5535
TELEFAX (406) 756-9436
EMAIL ADDRESS
Johnson, Berg, McEvoy & Bostock, PLLP@centurytel.net
E:n['11-05
The purpose of this correspondence is to submit a proposal for the purchase and development of Lot
1 of Daley Field Subdivision pursuant to the request for proposal issued by the City of Kalispell dated
October 2001. The undersigned is counsel for Northwest Investments Partnership, LLP d/b/a Peak
Development & Property Management. On or about September 10, 2001, Peak's counsel delivered to the
City a proposal Agreement to Sell & Purchase Lot 1 of Daley Field Subdivision pursuant to the terms of said
proposed Agreement. The proposed Agreement was rejected by the City by and through Charles Harball,
acting City Attorney, who indicated that the City was interested in proposals for the acquisition from the City
of the subject real property.
Peak understands that the City does not encourage proposals or offers to purchase from developers.
Peak is a real property developer, with several recent Kalispell real property developments, including, but
not limited to Southfield Park, Brookstone (Evergreen), Westbrook (Idaho Street), and South Center Square.
Peak is currently constructing an 81-unit Hampton Inn in Helena. Peak has a proven track record and is able
to develop the subject real property in a manner consistent with the quality evidenced at Southfield Park.
While Peak is not able to provide a proposed layout of structures on the subject property, Peak proposes to
construct structures totaling approximately 25,000 to 30,000 square feet. Peak's goal is to construct
buildings comprising the maximum square footage possible given lot size, parking considerations and
applicable codes. One of the structures proposed to be built on the "airport" side of the site will be an office
building with a commercial/retail structure on the "Highway 93" side of the site. The precise nature of the
structures will be dictated in part by prospective lessees of the real property. Peak will employ its design -
build team, which consists of Peak, Jackola Engineering, and Hammerquist & Caselegno Builders.
Community Development Department
October 29, 2001
Page 2
In the event the City indicates a willingness to entertain Peak's proposal, Peak will provide a proposed
"footprint" and architectural renderings of the proposed structures.
Attached hereto as Exhibit 1 and by this reference incorporated herein is a proposed Agreement to
Sell and Purchase which Agreement is fairly consistent with that forwarded to the City by Peak's counsel on
or about September 10, 2001. Should the City request additional information for purposes of considering
Peak's Proposal, please do not hesitate to contact the undersigned.
PEAK DEVELOPMENT & PRORERTY MANAGEMENT
Paul A. ndry, Couns
AGREEMENT TO SELL AND PURCHASE
THIS AGREEMENT made and entered into this day of November, 2001, by and between
NORTHWEST INVESTMENTS PARTNERSHIP, LLP of Kalispell, Montana hereinafter referred to as
"Purchaser" and THE CITY OF KALISPELL hereinafter referred to as "Seller."
WHEREAS Seller owns the following described real property situated in Flathead County, Montana:
Lot 1 of the Daley Field Subdivision located in Section 20, Township 28 North,
Range 21 West.
The above -described property herein referred to as the "subject property."
WHEREAS Purchaser wishes to make an offer to purchase the subject real property and Seller wishes
to sell the subject property, all as hereinafter set forth; and
NOW, THEREFORE, in consideration of the foregoing recitals and in further consideration of the
mutual covenants and conditions hereinafter set forth, the parties agree as follows:
Sale and Purchase: Seller agrees to sell and Purchaser agrees to purchase, in accordance with the terms
and conditions of this Agreement, and specifically subject to the contingencies contained herein, the
subject property.
2. Earnest Money: Upon execution hereof, Purchaser shall pay the sum of FIVE THOUSAND AND
NO/100 DOLLARS ($5,000.00) as earnest money, which sum shall, at the discretion of Seller, be held
either by Johnson, Berg, McEvoy & Bostock, PLLP in its trust account or by Citizen's Title Company,
who shall be the closing agent. At closing, the earnest money shall be paid to the closing agent (if the
closing agent is not holding such earnest money), and Purchaser shall receive credit against the
purchase price for the amount of earnest money paid herewith. All such earnest money shall be fully
refunded to Purchaser if this Agreement is terminated because one or more of the contingencies (as set
forth in T4) cannot be timely satisfied (despite the best efforts of the parties), or where Purchaser
determines that Seller will not be able to convey to Purchaser merchantable title (as set forth in ¶5
hereof) to the subject property.
3. Purchase Price: The total purchase price for the subject properties shall be THREE HUNDRED
FIFTY-SIX THOUSAND NINE HUNDRED SEVENTY-FOUR AND N0/100 DOLLARS
($356,974.00), which sum is payable as follows:
a. The earnest money of FIVE THOUSAND AND NO/100 DOLLARS ($5,000.00) shall be paid
at the time of closing.
b. The balance of the purchase price shall be payable upon Purchaser's completion of the
improvements proposed to be constructed on the premises by Purchaser. In this regard, prior
to closing, Purchaser shall submit to Seller Purchaser's site plan depicting Purchaser's proposed
layout of all structures and other improvements to be constructed upon the premises.
Purchaser shall also provide to Seller architectural drawings indicating preliminary structural
plans, depicting setbacks, lot coverage, off-street parking, and building height.
C. Purchaser shall have an obligation to commence construction of the improvements at such time
as Purchaser contracts with Lessees who, in the aggregate, enter into binding agreements with
Purchaser for the lease of no less than 60% of the total square footage of the improvements to
be constructed on the subject property by Purchaser. Subsequent to Purchaser's entering into
binding contracts with Lessees relative to the referenced 60% of the total square feet of the
improvements to be constructed on the real property, Purchaser shall have an obligation to
complete the improvements proposed by Purchaser within twelve (12) months. Upon
completion of the improvements on the subject premises by Purchaser, Purchaser shall pay to
Seller the total outstanding balance of the purchase price referenced herein.
4. Contingencies: cies: This Agreement is expressly contingent upon the following matters, and in the event
such contingencies are not fully satisfied within the time frames hereinafter set forth, this Agreement,
at the option of Seller, may be terminated. If this Agreement is terminated because of the following
contingency is not satisfied, neither party shall have any liability hereunder:
a. Purchaser's approval subject to Purchaser's sole discretion of the status of title, including any
zoning restrictions.
b. Purchaser's obtaining satisfactory financing for purposes of constructing improvements on the
subject property.
C. Purchaser's approval of a Phase 1 and 2 Environmental Assessment, the costs of which shall
be the responsibility of Purchaser.
Contingency 4(a) shall be satisfied on or before the last day for Purchaser to obj ect to the status of title
pursuant to ¶5 hereof, unless such date is mutually extended by the parties in a written document
executed by all parties hereto. Seller agrees to use its best efforts to timely resolve the contingency.
Contingencies 4(b) and (c) shall be satisfied prior to closing.
5. Status of Title/Conveyance: Title shall be evidenced by a title commitment from Citizen's Title
Company, which title commitment shall be provided by Seller to Purchaser on or before November 30,
2001. Such title commitment shall also contain copies of all documents which give rise to any
Schedule B exceptions in such title commitment. Following Purchaser's receipt of such title
commitment and related documents, Purchaser shall have fourteen (14) days within which to review
same and to advise Seller of any objections to the status of the title which Purchaser, in its sole and
absolute discretion, may have. If Purchaser objects to the status of the title as reflected on such title
commitment, Seller shall release or remove any items reasonably objected to. For purposes hereof, the
parties agree and understand that Purchaser objects to any liens, mortgages, encumbrances, SIDS or
other taxes. Purchaser agrees that any such liens, encumbrances, mortgages, SIDS or other taxes may
be discharged or released by Seller at closing. Seller hereby instructs the closing agent to discharge
any such items at closing, using so much of the sale proceeds (net of selling expenses) necessary to
discharge same. Prior to closing such title commitment shall be updated. At closing the subject
property shall be conveyed to Purchaser by Warranty Deed, which Warranty Deed shall warrant that
the property is not subject to any liens, encumbrances, undisclosed leases, claims or interests and shall
also include all other statutory warranties of title. The subject property shall also be conveyed free and
clear of any and all easements, restrictions (other than zoning restrictions), reservations, or covenants,
except such items which appeared on the initial title commitment and to which Purchaser did not timely
object. Title insurance insuring good marketable title (as herein set forth), with Purchaser named as
Page 2 of 4
the insured, which policy of title insurance shall be for the purchase price of the subject property, shall
be obtained at Seller's cost.
6. Taxes and Assessments: Seller shall be responsible for all property taxes and assessments for 2001
and earlier and Purchaser shall be responsible for all 2002 and subsequent property taxes. Seller shall
also be responsible for all SIDs or other assessments due and payable after closing.
7. Closing Date/Possession: The closing date of this transaction shall be on or before December 31,
2001. Seller shall be entitled to possession and use of the property prior to closing, subject
nevertheless to reasonable access to the property by Purchaser for purposes of inspections, appraisals,
feasibility studies and other studies or inspections Purchaser determine to be reasonably necessary.
8. Fees and Costs:
a. Closing fees charged by the closing agent to close this transaction shall be shared equally by
the parties;
b. Purchaser shall be responsible to pay recording fees for recording the deed that it receives at
the time of closing;
C. Seller shall be responsible for any and all recording fees to release liens or other clouds
affecting Seller's title;
d. Each party shall be responsible for their own attomey's fees;
e. Seller shall be responsible for any brokerage fees or commissions, if any, payable to Seller's
agents/brokers; and
f. Seller shall be responsible for the title insurance premium on the title policy in favor of
Purchaser.
9. Remedies: The parties agree that this transaction shall be subject to the right to enforce specific
performance. In addition, either party may exercise any other remedy available to them under the laws
of the state of Montana, including a suit for damages or forfeiture of earnest money should the
contingencies, as herein set forth, have been timely satisfied prior to any breach of this Agreement. In
the event Seller is entitled to and elects to retain the earnest money, and Seller elects to retain same
following a default by Purchaser, Seller shall not have any obligation to convey the property or any
interest therein to Purchaser. In the event the contingencies set forth in ¶4 hereof are not satisfied,
Purchaser shall be entitled to a refund of its earnest money and have no further obligations to Seller.
10. Survey, Paying, Curbing and Greenbelt: No later than 60 days of closing, Seller shall cause the subject
property to be surveyed, specifically marking the corners of the subject property and all roadways and
easements. No later than 60 days of closing, Seller shall pave the access road currently used by Strand
Aviation highlighted in green on Exhibit A attached hereto. No later that 60 days of closing, Seller
shall install 3 curbcuts, curbwork, street lighting and sidewalks relative to what is referred to as "New
3rd Street" per the detail highlighted in yellow on Exhibit B attached hereto. Seller shall also landscape
a greenbelt in the right of way area indicated with green highlighting on Exhibit B. Seller shall pay to
Purchaser on behalf of Purchaser to bring sewer, water, electric, and gas utilities to the subject property
boundary.
Page 3 of 4
11. Subordination: Seller hereby agrees to subordinate its security interest in the subject property secured
by Purchaser's Promissory Note to the interest in the subject property granted by Purchaser to a lender
who extends a loan to Purchaser for purposes of the construction of the improvements referenced
herein.
12. Survival of Representations: All representations set forth herein shall survive the closing hereof.
13. Time of Essence: Time is of the essence with respect to all matters pertaining to this Agreement.
14. Entire Agreement: This Agreement represents the parties' entire Agreement. Purchaser represents that
it has entered into this Agreement based upon its own independent investigation and not based upon
any inducements or representations of Seller, except to the extent same are expressly herein set forth.
This Agreement may not hereafter be modified or amended unless same is in writing signed by both
parties hereto.
15. Attorney. 'sue: In the event of any legal or equitable action, the prevailing party shall be entitled to
its attorney's fees and costs as determined by a court of competent jurisdiction.
16. Binding_ Agreement: This Agreement is binding upon the parties hereto and their respective heirs,
successors and assigns.
IN WITNESS WHEREOF the parties have hereunto set their hands and seals the day and year first
above written.
SELLER:
PURCHASER:
CITY OF KALISPELL NORTHWEST INVESTMENTS PARTNERSHIP, LLP
its
LO-A
Matt Waatti, Partner
Page 4 of 4
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