12/15/97 Gallagher/Review of Purchase Agreementinteroff ice
M E M O R A N D U M
To: Clarence Krepps, City Manager
From: Lawrence Gallagher, PECDD Director,_
Subject: Review of Purchase Agreement and Development Agreement Drafts
dated December 11, 1997
Date: December 15, 1997
This morning I reviewed the Rosauers documents and have several concerns and
observations. I spoke with Glen Neier this morning regarding a major concern under
obligations contained in Sections 2.2(g) and 3.1 of the Development Agreement. I will
list my concerns by page and section numbers.
Purchase Agreement
Page 2
The survey indicates that 5.257 acres will be conveyed. This represents 228,994.92
sq ft at $3.50 per sq ft representing a purchase price of $801,482.22. After deducting
$37,166 for the earnest money down payment, the balance remaining will be
$764,316.22.
Page 3
6. TITLE INSURANCE. Purchase price should be changed to reflect the correct
amount: $801,482.22.
7.D. The last sentence could be changed to insert the words urban renewal area
assuming that there may be a time in the future there will be city specials for future
drainage, street maintenance, etc., unique to portions of South Kalispell, not city wide.
Page 4
K. This paragraph should acknowledge that there are city/county special assessments
already in place on the parcel and there will be in the future.
Page 5
Question: Does the language in paragraph O and P negate the purchaser of issuing a
special grant deed?
Clarence Krepps, City Manager
Page 2
December 15, 1997
Page 6
Please explain the meaning of paragraph D to me.
Page 7
10. The last sentence of this paragraph obligates the City of Kalispell to pay an
estimated $11,000 in property taxes for 1998. This is an 8 month proration of the
estimated tax to be assessed on an $800,000 land value. We have not budgeted nor
has Kidsports for this expenditure and I don't believe Rosauers objected to paying the
full tax due for 1998 based on land value.
Development Agreement
Page 2
"Construction Plans" definition., Should infrastructure plan be defined better?
Page 3
Definition of "Redevelopment Plan" should only refer to this urban renewal project area
not areas which could include the downtown and westside projects.
The definition of "Tax Increment" should refer to taxes remitted to the County Treasurer,
not the City of Kalispell. The City has no tax collection authority with the exception of
the shortfalls covered later in the agreement.
Page 5
2.2(c). This is the first time that I have noticed that the developer is allowed changes in
both timing and occupancy. I object to allowing a change in occupancy which could
allow any permitted use in a B2 zone. A casino is an example which may eventually be
the highest and best use in terms of dollar return.
Page 6
2.2(g) and 3.1. Both of these sections, including later references in Sections 4.3,
5.2(a), 5.4 and 7.1, must accurately state what is intended as the City's obligation
regarding the traffic signals. It is my understanding that in the event the highway
department should never build Hwy 93 South or develop any federal/state funds for the
highway or signalization of intersection improvements, all the City guaranteed is that
Clarence Krepps, City Manager
Page 3
December 15, 1997
there would be a highway access where the 3`d and Kelley intersections are proposed
and, if necessary, temporary traffic signal installation only at 3`d and not at Kelly Road
(unless warranted or the sale of the southern parcel remaining). It is clear that the
State of Montana will design and construct the full blown intersection not the City of
Kalispell. The way this is worded it would appear to me that the City of Kalispell could
be obligated to reconstruct and realign 3' Ave East where it enters Hwy 93 South in the
event the highway department abandons the project or is unable to finance the
improvements. Again, this was not the intent but we did agree that we would in
conjunction with highways provide a temporary intersection or access on the west side
of Hwy 93 South so that Rosauers would have at minimum a signalized t-intersection
ingress and egress to the property. Rosauers representatives sat in on discussions and
negotiations with highway officials regarding these intersections and signals and
understand that the City anticipates spending approximately $89,000 to $110,000
maximum per intersection or per signal and obligating funds for the Kelly Road
intersection only when warranted (more than likely in conjunction with the sale and
development of the southern portion of Daley field). We may consider language for a
sharing of the cost of a full blown intersection in the event MDOT and federal funding
disappears or is not available for these projects. As written, the City could be obligated
for several hundred thousand dollars to develop full 4-way intersections at both
locations which was never intended nor negotiated. I cannot recommend the City agree
to the language in Sections 2.2(g) and 3.1.
Page 7
3.2(d). Should we mention that the City reserves the right to do the work and assess
the developer?
Page 8
4.3. The word southern should be corrected in the fourth line from the bottom of the
paragraph. Should a reference be made to the obligations in Section 3.1?
Page 9
5.2. In last sentence of the paragraph, the word new Plan should be corrected to read
new plans.
Page 10
5.4. Reference to City's obligations under Section 3.1 and 5.1 .
Clarence Krepps, City Manager
Page 4
December 15, 1997
Page 12
7.1. Question: Does this mean that the property is forever excluded or exempt from
future participation in beneficial SIDs or BIDs that may be created?
i me roff ice
M E M O R A N D U M
To:
From:
Subject:
Date:
Clarence Krepps, City Manager
Lawrence Gallagher, PECDD Director
Review of Purchase Agreement and
dated December 11, 1997
December 15, 1997
Deve opment Agreement Drafts
This morning I reviewed the Rosauers documents and have several concerns and
observations. I spoke with Glen Neier this morning regarding a major concern under
obligations contained in Sections 2.2(g) and 3.1 of the Development Agreement. I will
list my concerns by page and section numbers.
Purchase Agreement
Page 2
The survey indicates that 5.257 acres will be conveyed. This represents 228,994.92
sq ft at $3.50 per sq ft representing a purchase price of $801,482.22. After deducting
$37,166 for the earnest money down payment, the balance remaining will be
$764, 316.22.
Page 3
6. TITLE INSURANCE. Purchase price should be changed to reflect the correct
amount: $801,482.22.
7.D. The last sentence could be changed to insert the words urban renewal area
assuming that there may be a time in the future there will be city specials for future
drainage, street maintenance, etc., unique to portions of South Kalispell, not city wide.
Page 4
K. This paragraph should acknowledge that there are city/county special assessments
already in place on the parcel and there will be in the future.
Page 5
Question: Does the language in paragraph O and P negate the purchaser of issuing a
special grant deed?
Clarence Krepps, City Manager
Page 2
December 15, 1997
Page 6
Please explain the meaning of paragraph D to me.
Page 7
10. The last sentence of this paragraph obligates the City of Kalispell to pay an
estimated $11,000 in property taxes for 1998. This is an 8 month proration of the
estimated tax to be assessed on an $800,000 land value. We have not budgeted nor
has Kidsports for this expenditure and I don't believe Rosauers objected to paying the
full tax due for 1998 based on land value.
Development Agreement
Page 2
"Construction Plans" definition. Should infrastructure plan be defined better?
Page 3
Definition of "Redevelopment Plan" should only refer to this urban renewal project area
not areas which could include the downtown and westside projects.
The definition of "Tax Increment" should refer to taxes remitted to the County Treasurer,
not the City of Kalispell. The City has no tax collection authority with the exception of
the shortfalls covered later in the agreement.
Page 5
2.2(c). This is th first time that I have noticed that the developer is allowed changes in
n both -timing and o cupancy. I object to allowing a change in occupancy which could
ow any permitted use in a B2 zone. A casino is an example which may eventually be
the highest and best use in terms of dollar ter urn. -.-
Page
2.2(g) and 3.1. Both of these sections, including later references in Sections 4.3,
5.2(a), 5.4 and 7.1, must accurately state what is intended as the City's obligation
regarding the traffic signals. It is my understanding that in the event the highway
department should never build Hwy 93 South or develop any federal/state funds for the
highway or signalization of intersection improvements, all the City guaranteed is that
� _ � � ( �� �,••"may"'"� ��r�. t='�' �° � Yr4
ol
Clarence Krepps, City Manager �Gn (�
Page 3 ;
December 15, 1997 �-
there would be a highway access where the 3rd and Kelley intersections are proposed
and, if necessary, temporary traffic signal installation only at 3rd and not at Kelly Road
(unless warranted or the sale of the southern parcel remaining). It is clear that the
State of Montana will design and construct the full blown intersection not the City of
Kalispell. The way this is worded it would appear to me that the City of Kalispell could
be obligated to reconstruct and realign 3,d Ave East where it enters Hwy 93 South in the
event the highway department abandons the project or is unable to finance the
improvements. Again, this was not the intent but we did agree that we would in
conjunction with highways provide a temporary intersection or access on the west side
of Hwy 93 South so that Rosauers would have at minimum a signalized t-intersection
ingress and egress to the property. Rosauers representatives sat in on discussions and
negotiations with highway officials regarding these intersections and signals and
understand that the City anticipates spending approximately $89,000 to $110,000
maximum per intersection or per signal and obligating funds for the Kelly Road
intersection only when warranted (more than likely in conjunction with the sale and
development of the southern portion of Daley field). We may consider language for a
sharing of the cost of a full blown intersection in the event MDOT and federal funding
disappears or is not available for these projects. As written, the City could be obligated
for several hundred thousand dollars to develop full 4-way intersections at both
locations which was never intended nor negotiated. I cannot recommend the City agree
to the language in Sections 2.2(g) and 3.1.
Page 7
3.2(d). Should we mention that the City reserves the right to do the work and assess
the developer?
4.3. The word southern should be corrected in the fourth line from the bottom of the
paragraph. Should a reference be made to the obligations in Section 3.1?
Page 9
5.2. In last sentence of the paragraph, the word new Plan should be corrected to read
new Ip ans.
Page 10
5.4. Reference to City's obligations under Section 3.1 and 5.1 .
Clarence Krepps, City Manager
Page 4
December 15, 1997
Page 12
7.1. Question: Does this mean that the property is forever excluded or exempt from
future participation in beneficial SIDs or BIDs that may be created?