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( v VALLEY WEST PAYBACK AGREEMENT FOR SEWER IMPROVEMENTS
THIS AGREEMENT, made and entered into this 2 day of January ) 3984
by and between the CITY OF BOZEMAN,a municipal corporation,organized under the laws
of the State of Montana, ("City"), and VALLEY WEST, LLC, ("Developer").
WHEREAS,the City owns and operates a sewer system within its corporate limits; and
WHEREAS, Developer has constructed sewer improvements to said system more
particularly described on Exhibit"A"and entitled"Valley West Service Area Boundary for
Sewer Improvements" attached hereto and incorporated herein by this reference, which
improvements are capable of serving the tracts described and shown on Exhibit`B"and entitled
"Valley West Payback Boundary for Sewer Improvements",attached hereto and incorporated
herein by this reference; and
WHEREAS,the service area described in Exhibit"A"is hereinafter referred to as the
Service Area Boundary"and the service area described in Exhibit`B"is hereinafter referred to
as the"Payback Boundary Area";and
WHEREAS, the sewer improvements in the Service Area Boundary that are also
located in the Payback Boundary Area are more particularly depicted and described in Exhibit
"C",attached hereto and incorporated herein by this reference; and
WHEREAS,the sewer improvements constituting the extension to said system and
constructed by the Developer and described in Exhibits "A" and "C" (the "Sewer
Improvements") have been finally accepted by the City for ownership, maintenance, and
operation; and
WHEREAS,the property located within the Payback Boundary Area,lies within the
Service Area Boundary; and
WHEREAS,the property located within the Service Area Boundary and within the
Payback Boundary Area, are specifically benefitted from and by the Sewer Improvements; and
WHEREAS,the property located the Payback Boundary Area is hereinafter referred
to as the "Benefitted Properties"; and
WHEREAS, the cost incurred in connection with the construction of the Sewer
Improvements are delineated in Exhibit"D"and attached hereto and incorporated herein by this
reference; and
WHEREAS, the Benefitted Properties did not participate in the original cost of
construction of the Sewer Improvements; and
WHEREAS, the City has purchased a portion of the Sewer Improvements located
within the Service Area Boundary,but outside the Payback Area Boundary,which purchase
was financed through SID # 668; and
WHEREAS, the Developer has transferred to the City that portion of the Sewer
Improvements contained within Payback Boundary Area; and
WHEREAS,the parties agree that the City,at its discretion,may charge and collect a
fair pro rata share of the costs incurred in connection with the construction of the Sewer
Improvements from each of the Benefitted Properties as those properties connect to the City's
sewer system or annex into the City.This charge will be known as a Payback Charge and shall
be the sole source of funds to be used by the City to reimburse the Developer for the Sewer
Improvements located within the Payback Boundary Area;
NOW, THEREFORE, in consideration of the conveyance to the City of the Sewer
Improvements,and the mutual covenants contained herein,it is agreed by and between the City
and Developer as follows:
1. The Developer agrees and certifies that the Sewer Improvements have been
constructed and installed in accordance with the requirements of the City. The City,by its
acceptance of the Sewer Improvements, agrees that the Sewer Improvements have met the
requirements of the City. The Developer further agrees to convey to the City good
unencumbered title to the Sewer Improvements and secure or grant any necessary easements
to the City for said Sewer Improvements. The City hereby agrees to accept said Sewer
Improvements and easements for maintenance as part of its sewer system.
2. The Developer has submitted to the City itemized invoices for labor, material,
engineering, and other costs associated with the construction and installation of the Sewer
Improvements, that have not been reimbursed by SID # 668, (hereinafter "Improvement
Costs"). The Improvement Costs are delineated in Exhibit"D". The Developer does hereby
certify that the Improvement Costs are directly and solely attributed to the construction and
installation of the Sewer Improvements.
3. The Developer has submitted an as-built set ofplans together with his professional
engineer's certification that the proj ect in which the Sewer Improvements were constructed was
completed in accordance with the applicable laws, rules and regulations.
4. Whenever a Benefitted Property connects to the City's sewer service or annexes to
the City, the City may, in its discretion, assess a payback charge to the party applying for
connection or annexation or the owner of the affected property. The payback charge shall be a
pro rata share of the Improvement Costs based upon the sum of$1,482.47 per gross acre,the
PAYBACK AGREEMENT RE:SEWER IMPROVEMENTS 2
"Payback Charge"shall be the product of the number of gross acres involved in the annexation
multiplied times $1,482.47. In the event the City elects to assess such property a Payback
Charge, the City agrees to collect the same from the party applying for connection or
annexation or the owner of the affected property.The sum of$1,482.47 per gross acre shall be
conclusively presumed to be a fair pro rata charge per gross acre against the Benefitted
Property and will be in addition to the usual and normal charges made by the City.
5. Within thirty (30) days of receipt of Payback Charge, the City will send to the
Developer(i)the funds collected minus a seven percent(7%)administrative fee to be retained
by the City and(ii)a written accounting of such funds,reflecting the 7%administration fee and
identifying the portion of the Benefitted Property annexed. The seven percent (7%)
administrative fee discussed herein in shall be in addition to the Improvement Costs. The funds
and accounting shall be sent to the Developer's agent,as designated below,unless otherwise
changed by the Developer in writing The City will not permit any extensions or connections to
the Sewer Improvements without the prior payment of the Payback Charge or without the full
knowledge and approval of the City. If, for whatever reason, the City fails to collect the
Payback Charge, the City shall not be liable to the Developer for such failure.
6. It is agreed that this agreement shall continue until Developer has recovered one
hundred percent (100%) of the Improvement Costs, or upon the expiration nineteen (19)years,
whichever occurs first. This Agreement shall be deemed terminated and of no further force and
effect on the nineteenth anniversary of this Agreement. Failure of the City to recover the
Payback Charge shall neither create a liability on the part of the City nor extend the Agreement
beyond the period specified herein.
7. This Agreement has no effect on City charges for utility connections or impact fees.
The City may connect,free of charge,to the Sewer Improvements and such connections shall
not constitute grounds for reimbursement.
8. The Developer hereby agrees to release,indemnify,defend, and hold the City,its
agents,officers,and employees harmless from and against any suit,cause of action,claim,cost,
expenses,obligation, and liability of any character,including attorney's fees,which may be
brought by a third party against the City arising out or related to the assessment and collection
of the Payback Charge in accordance with this Agreement,including but not limited to claims
related to an error in calculation of proportionate cost or Payback Charge, defects in the
construction of the Sewer Improvements, and errors in making a determination that the
property or portion thereof assessed with a Payback Charge is or is not benefitted by said
Sewer Improvements. Prior to the imposition of the Developer's obligations in this paragraph,
the City shall provide Developer with written notice that a third party has made a claim against
the City,its agents,officers or employees. The notice shall include a request for a tender of
defense pursuant to this paragraph. Such notices shall be sent to:
PAYBACK AGREEMENT RE:SEWER IMPROVEMENTS 3
Valley West, LLC
Att: Gerald Wing
1240 Bennett Lane
Calistoga, CA 94515
with a copy to:
John M. Kauffinan, Esq.
Kasting, Combs &Kauffinan, P.C.
716 S. 20th Ave. Suite 101
Bozeman,MT 59718
9. Developer shall not assign any right or obligation hereunder in whole or in part,
without prior written consent of the City,which shall not be unreasonably withheld..
10. Any amendments or modifications to this Agreement or any provision herein shall
be made in writing and executed in the same manner as the original document.
11. This agreement shall be interpreted according to the laws of the State of Montana.
Venue in any dispute arising from this agreement shall be in the Eighteenth Judicial District,
Gallatin County, Montana.
12. The undersigned for the Developer acknowledges and certifies that he has the
authority to execute this Agreement on behalf of the Developer.
13. The undersigned for the City acknowledges and certifies that he/she has the
authority to execute this Agreement on behalf of the City.
14. This Agreement maybe extended by the mutual written consent of the parties
through their authorized representatives.
15. The Developer may terminate this Agreement after providing the City with a
written notice of its intent to do so 30 days prior to the date of termination.
PAYBACK AGREEMENT RE:SEWER IMPROVEMENTS 4
IN WITNESS WHEREOF the Parties hereto have executed this instrument the day
and year first above written.
DEVELOPER: VALLEY WEST, LLC
By: L
faZaging
W, g
Its: Membe
CITY OF BOZEMAN:
r
B ;
Clark V. Johnson, City Manager
ATTEST:
O � D
Robin L. Sullivan, Clerk of Commission
PAYBACK AGREEMENT RE:SEWER IMPROVEMENTS 5