8.2. SR 04/20/2009'-i//
city of
Elk -~-~
River
REQUEST FOR ACTION
To Item Number
Ci Council 8.2.
Agenda Section Meeting Date Prepared by
Administration A ri120, 2009 Lori ohnson, Ci Administrator
Item Description Reviewed by
Petition, Waiver and Agreement for the Cancellation of Certain
Special Assessments and for the Levying and Deferral of Special Reviewed by
Assessments
Action Requested
Approve petition, waiver and agreement for the cancellation of certain special assessments and approve
levying and deferral of special assessments.
Background/Discussion
City Attorney Peter Beck has drafted a petition, waiver and agreement for the cancellation of certain
special assessments and approve levying and deferral of special assessments (Agreement) between FMM
Family Limited Liability Partnership and the City of Elk River to handle future special assessment
payments for property formerly owned by Frank and Mary Jo Miske. The Miskes entered into a contract
for deed with a developer for a project known as River Park. The property was assessed for trunk water
and sewer improvements as requested for the development of the property; a portion of the special
assessment levied remains outstanding, payable in future years. The developer is now transferring all of its
right to the property back to the original property owner. The owner intends to use the property for
agricultural purposes, not residential development. Therefore, the owner has requested that the City
provide relief for the future assessment payments.
The Agreement cancels the existing assessment and reassesses it at a predetermined amount once the
property is developed subject to the terms of the agreement. It does not forgive the assessment; rather, it
delays the assessment indefuutely until the property is developed at some point in the future.
Financial Impact
The assessment payments on this property will be deferred until the property is assessed. There are no
outstanding bonds payable on the project; therefore, the delay of payment does not adversely affect the
City.
Attachments
^ Petition, Waiver and Agreement for the Cancellation of Certain Special Assessments and for the
Levying and Deferral of Special Assessments
Action Motion by Second by Vote
Follow Up
S:\Council\Lori\2009\Spedal Assessment Deferral Miske 04 20 09.doc
PETITION, WAIVER AND AGREEMENT FOR THE CANCELLATION OF
CERTAIN SPECIAL ASSESSMENTS AND FOR THE LEVYING AND DEFERRAL
OF SPECIAL ASSESSMENTS
This Petition, Waiver and Agreement ("Agreement") is entered into this day
of , 2009 by and between the City of Elk River, a Minnesota municipal
corporation ("City") and FMM Family Limited Liability Partnership, a Minnesota limited
liability partnership ("Owner").
WHEREAS, Owner owns fee title to certain land located within the City of Elk
River, legally described as Outlot D, River Park; Outlot B, River Park Second Addition;
and Outlot D, River Park Second Addition (the "Property"); and
WHEREAS, the Property, together with certain adjacent land then owned by
Frank A. Miske, Jr. and Mary Jo Miske, husband and wife, and Owner, was sold by
Frank A. Miske, Jr. and Mary Jo Miske, husband and wife, and Owner, to U.S. Home
Corporation ("Developer") pursuant to a Contract for Deed dated December 14, 2004;
and
WHEREAS, it was Developer's intent to develop all of the Property it acquired
pursuant to the Contract for Deed for a project known as "River Park" (the "Project");
and
WHEREAS, Developer subsequently entered into a Development Agreement
("Development Agreement") with City for development of the Project; and
WHEREAS, Developer has developed a portion of the Project, but has not yet
proceeded to develop that portion of the Property which is the subject of this Agreement;
and
WHEREAS, pursuant to the Development Agreement the Property was assessed
for certain City installed public improvements, including trunk sanitary sewer and water
main ("Trunk Improvements") at the rate of $6,955 per acre (the "Existing
Assessments"); and
WHEREAS, Developer and Owner have made payments on the Existing
Assessments, and all payments due as of the date of this Agreement have been made; and
WHEREAS, the payments due on the Existing Assessments in calendar year 2009
have been certified by the City to Sherburne County; and
WHEREAS, Owner will therefore make the May 15, 2009 and October 15, 2009
installment payments on the Existing Assessments; and
WHEREAS, there will remain after payment of the May 15, 2009 and October 15,
2009 payments the following principal balances on the Existing Assessments:
Outlot D, River Park: $4,739.52 per acre;
Outlot B, River Park Second Addition: $5,577.71 per acre;
Outlot D, River Park Second Addition: $5,578.95 per acre;
and
WHEREAS, development of the Property is not contemplated to occur for a
number of years; and
WHEREAS, Developer and Owner have therefore entered into an agreement to
cancel the Contract for Deed entered into between them, and Developer has delivered to
Owner a quit claim deed transferring all of its rights, title and interest in the Property to
Owner; and
WHEREAS, Owner intends to return the Property to agricultural uses rather than
residential development; and
WHEREAS, use of the Property for agricultural purposes will not support
payment of the Existing Assessments, nor will use of the Property for agricultural
purposes require the installation of utilities which will make use of the Trunk
Improvements installed by City; and
WHEREAS, Owner has therefore requested that City cancel the Existing
Assessments and defer payment on any future assessments until such time as the Property
is developed; and
WHEREAS, City is willing, due to the unique circumstances outlined above, to
cancel the Existing Assessments, but only on condition that Owner petition for and agree
to pay special assessments for the Trunk Improvements at such time as the Property is
developed.
NOW THEREFORE, in consideration of the mutual promises and conditions
hereinafter contained, it is hereby agreed as follows:
1. Owner represents and warrants that it is the sole fee owner of the Property and
that the Owner's representative signing this Petition, Waiver and Agreement is
authorized to do so by Owner.
2. Owner petitions the City of Elk River:
A. To cancel the Existing Assessments for Trunk Improvements levied
against the Property.
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B. To levy special assessments against the Property for the Trunk
Improvements (the "New Assessments") at the following rates for
calendar year 2010:
Outlot D, River Park: $4,739.52 per acre;
Outlot B, River Park Second Addition: $5,577.71
per acre;
Outlot D, River Park Second Addition: $5,578.95
per acre.
Owner understands and agrees that the rates set forth above for the New
Assessments will increase by three percent on January 1, 2011, and by an
additional three percent on January 1 of each successive year until Owner
or its successor makes payment of the New Assessments.
C. To defer payment of the New Assessments. Owner understands and
agrees that once the Property, or any portion therefore, is subdivided and a
final plat is recorded, the New Assessments for that portion of the
Property subdivided will be due and payable in six equal semiannual
payments with unpaid interest at the City's then current interest rate for
similar public improvement assessments, unless otherwise provided in a
Development Agreement for such subdivision.
3. In consideration of City's agreement to cancel the Existing Assessments, levy the
New Assessments at the rate of $5,513.62 per acre, and defer payment of the New
Assessments until such time as the Property, or any portion thereof, is subdivided,
Owner:
A. Agrees to make the May 15, 2009 and October 15, 2009 payments due on
the Existing Assessments.
B. Specifically waives any objection to the City's design and installation of
the Trunk Improvements, including any objection to the final design of the
Trunk Improvements, any objection to the final location of the Trunk
Improvements, any objection to the procedure pursuant to which the City
ordered the Trunk Improvements installed, and any objection to the City's
failure to strictly follow the notice and other requirements of Minnesota
Statutes, Chapter 429 with respect to ordering the Trunk Improvements
installed.
C. Expressly waives objection to any irregularity with regard to the levying
of the New Assessments against the Property, expressly waives any claim
that the amount of the New Assessments is excessive and expressly
waives all rights of appeal, including any rights under Chapter 429,
Minnesota Statutes, from the New Assessments.
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D. Expressly agrees and warrants that the New Assessments will be paid as
provided in this Agreement.
E. Expressly agrees that the Trunk Improvements have increased the fair
market value of the Property by an amount equal to or in excess of the
amount of the Existing Assessments, plus the annual increase in the
amount of the New Assessments.
F. Expressly agrees that the amount of the Existing Assessments is
reasonable, fair, and equitable.
G. Expressly agrees that the New Assessments shall constitute a lien against
the Property in the amounts levied and as increased each year as provided
in this Agreement, and that this lien shall run with the Property and be
binding on Owner's successors and assigns.
H. Expressly agrees to provide notice of this Petition, Waiver and Agreement
to any purchaser of the Property or lender.
I. Expressly agrees to record a copy of this Petition, Waiver and Agreement
against the Property.
4. In consideration of the Owner's Petition and consent to the levying of the New
Assessments for the Trunk Improvements as provided in this Agreement,
including the annual three percent increase in the amount of the New
Assessments, City agrees to cancel the Existing Assessments effective
October 30, 2009 and to defer payment of the New Assessments as provided in
this Agreement. City's obligation to cancel the Existing Assessments, levy the
New Assessments and defer payment of the New Assessments shall not become
effective unless and until Owner has made the May 15, 2009 and October 15,
2009 payments due on the Existing Assessments. If those payments have not
been received by Sherburne County on or before October 30, 2009, the Existing
Assessments will not be cancelled and City shall have no further obligation to
Owner under this Agreement.
5. The Development Agreement requires that drainage and utility easements be
granted to the City over all ponding areas necessary to serve the Project, including
three ponding areas located on the Property. Developer has requested that the
Property be released from the Development Agreement, and City has agreed to do
so, provided that Owner delivers drainage and utility easements over the three
ponding areas. Therefore:
A. City shall provide its standard form drainage and utility easement
document and legal descriptions for the three ponding areas, generally
described as follows:
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i. A ponding area not to exceed 4 acres generally in the area of the
existing pond on Outlot D, River Park;
ii. Two ponding areas, not to exceed two acres in total, generally in
the area of the two existing smaller ponds on Outlot D, River Park
Second Addition.
B. Owner will execute and deliver to City drainage and utility easements for
the three ponding areas on the City's form.
C. Upon execution of this Agreement, payment of the May 15, 2009 and
October 15, 2009 payments due on the Existing Assessments, and delivery
of drainage and utility easements over the three ponding areas in a form
acceptable to City, City shall deliver to Owner a release which shall
release the Property from any further obligations under the Development
Agreement.
IN WITNESS WHEREOF, City and Owner have caused this Agreement to be
duly executed and to become effective as of the day and year first above written.
CITY OF ELK RIVER
By: Stephanie Klinzing
Its: Mayor
Subscribed and sworn to before me this
day of , 2009.
Notary Public
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CITY OF ELK RIVER
By: Tina Allard
Its: City Clerk
Subscribed and sworn to before me this
day of , 2009.
Notary Public
OWNER
By:
Its:
Subscribed and sworn to before me this
day of , 2009.
Notary Public
THIS INSTRUMENT WAS DRAFTED BY:
GRAY, PLANT, MOOTY, MOOTY & BENNETT, P.A. (PKB)
500 IDS Center
80 South Eighth Street
Minneapolis, MN 55402
Telephone: (612) 632-3000
GP:2544279 v3
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