HomeMy WebLinkAbout05- Aspen Partners Annexation Agreement
I ASPEN PARTNERS I ANNEXATION AGREEMENT
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ASPEN PARTNERS I ANNEXATION AGREEMENT
Snelley Vanoe-Gallatin Co MT MISC
96.00
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THIS AGREEMENT is made and entered into this Zeu dayo[ ..J V">. 1--1 """ rl-' 2005,
by and between the CITY OF BOZEMAN, a municipal corporation and political suhdivision of the
State of Montana, with offices at 411 East Main Street, Bozeman, Montana 59771-1230, hereinafter
referred to as "City", and Aspen Partners I, LLC., PO Box 1599, Missoula, Montana 59806
hereinafter referred to as "Landowner".
WITNESSETH:
WHEREAS, the Landowner is owner in fee of a tract of certain real property, hereinafter
referred to as the "ASPEN PARTNERS I ANNEXATION", situated in Gallatin County, Montana, and
more particularly descrihed as follows:
A tract of land being TRACT 7 A, Certificate of Survey 2408.
Said tract contains 20.12 acres, more or less, along with and suhject to all easements
of record or apparent on the ground.
WHEREAS, the Landowner has petitioned the City for annexation ofthe contiguous tract; and
WHEREAS, the ASPEN PARTNERS I ANNEXATION is not within the corporate limits of
the City or other municipality but is contiguous to the City and may therefore be mmexed to the City in
accordance with the provisions of this Agreement and M.CA. Title 7, Chapter 2, Part 43.
WHEREAS, all parties recognize that the annexation of the ASPEN PARTNERS I
ANNEXATION pursuant to Section 7-2-4301, et seq., M.CA., will entitle the said property to City
services, including municipal water and sewer service, upon their availahility; and
WHEREAS, M.CA. Section 7-2-4305 provides that a municipality and landowner can agree to
the provision of services to the area to be annexed; and
WHEREAS, the City's present water supply is insufficient to enable it to supply reasonahly
adequate water service to additional customers outside the present city boundaries; and
I ASPEN PARTNERS I ANNEXATION AGREEMENT
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Snelley Vanoe-Gallatin Co MT MISC 96.00
WH EREAS, the Landowner wishes to convey to the City certain water rights or take some
equivalent action to provide water and sewer service to the ASPEN PARTNERS I ANNEXATION;
and
WHEREAS, all parties recogmze that the development of the ASPEN PARTNERS I
ANNEXATION will impact Story Mill Road and Bridger Drive, and will require additional public
street improvements for traffic circulation; and
WHEREAS, the Landowner finds that this Agreement will provide for the most satisfactory
and dependable water supply or service available to furnish water and provide traffic circulation for
development near and within the ASPEN PARTNERS I ANNEXATION; and
WHEREAS, the making and perfoffilance of this Agreement is desirable to promote the
development of the most adequate water supply and traffic circulation pattern for the City as it now
exists and as it is reasonably expected to enlarge; and
WHEREAS, the securing of an adequate water supply and traffic system by the City is
necessary and of mutual advantage to the parties hereto; and
WHEREAS, the parties have determined that it is in the best interests of the City and the
Landowner, and in furtherance ofthe public health, safety and welfare ofthe community to enter into
and implement this Agreement.
IN CONSIDERA nON ofthe mutual covenants and agreements herein contained, the parties
hereto agree as follows:
1. Recitals
The above recitals are tme and correct.
2. Annexation
The Landowner filed an application for annexation of the ASPEN PARTNERS I
ANNEXA nON with the City. The City, on April 5, 2004, adopted a Resolution ofIntent to Annex
I ASPEN PAR'rNERS J ANNFXATlON AGREEMENT
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SMelley Vance-GallatIn Cc MT MISC 96.00
the ASPEN PARTNERS I ANNEXATION. By execution of this Agreement, the Cityhasmanifested
its intention to annex the ASPEN PARTNERS I ANNEXATION tract pursuant to the terms and
conditions of this Agreement. Subject to the provisions of Title 7, Chapter 2, Part 43, the City shall,
upon execution of this Agreement, adopt a Resolution of Annexation of the ASPEN PARTNERS I
ANNEXA TION to the City. Further, upon the execution of this Agreement, the Landowner shall do
all things necessary and proper to aid and assist the City in carrying out the terms, conditions and
provisions of this Agreement and effectuate the amlexation of the ASPEN PARTNERS 1
ANNEXATION tract to the City.
3. Services Provided
The City will, upon annexation, make available only existing City services to the extent
currently available, including municipal water service, municipal sewer service, police protection, and
fire protection, to the ASPEN PARTNERS I ANNEXATION, as provided in this Agreement.
4. Municipal Water Service Defined
The term "municipal water service" as is used in this Agreement shall be the service which is
supplied by the City in accordance with Chapter 13.12, Bozeman Municipal Code, or as may be
amended, as well as any other terms and conditions which apply to the City's provision of this service.
The term does not contemplate the extension of lines or construction of necessary improvements at
any cost to the City for delivery of water to and within the ASPEN PARTNERS I ANNEXATION.
Nothing in this Agreement shall obligate the City to pay for right-of-way acquisition, engineering,
construction, and other costs for the delivery of water to or within the ASPEN PARTNERS I
ANNEXA TION to include, but not limited to, any impact fees, hook-up, connection, or development
charges which may be established by the City. The applicant is further on notice that prior to
development the applicant will be responsible for installing any facilities required to provide full
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Shelley Vance-Gallatin Co MT MISC 96.00
municipal services to the property in accordance with the City of Bozeman's infrastructure master
plans and all city policies that may be in effect at the time of development.
5. Municipal Sewer Service Defined
The tern1 "municipal sewer service" as is used in this Agreement shall be the service which is
supplied by the City in accordance with Chapter 13.24, Bozeman Municipal Code, or as may be
amended, as well as any other tenus and conditions which apply to the City's provision ofthis service.
The term does not contemplate the extension 0 f lines or construction of necessary improvements at
any cost to the City for collection of sewage at and within the ASPEN PARTNERS I ANNEXATION.
Nothing in this Agreement shall obligate the City to pay for right-of-way acquisition, engineering,
construction, and other costs for the collection of sewage services to or within the ASPEN
PARTNERS I ANNEXATION to include, but not limited to, any impact fees, hookup, connection, or
development charges which may be established by the City. The applicant is further on notice that
prior to development the applicant will be responsible for installing any facilities required to provide
full municipal services to the property in accordance with the City of Bozeman' s infrastructure master
plans and all city policies that may be in effect at the time of development.
6. Water Ril!hts
The parties acknowledge the following City policy:
Prior to annexation of property, it shall be the policy of the City o[Bozeman to acquire
usable water rights, or an appropriate fee in lieu thereof equal to the anticipated
average annual consumption of water by residents and/or users of the property when
fi~lly developed. Thefee may he used to acquire water rights orfor improvements to
the water system which would create additional water supply capacity. Except,
however. that for any annexation in excess of ten (J OJ acres, this policy shall be
carried out prior to final plat approval of each development phase.
Section 2, No.5, Commission Resolution 3137, Adopted August 19, 1996
The ASPEN PARTNERS I ANNEXATION consists of approximately 20.12 acres.
I ASPFN PARTNERS I ANNFXATION ACiREEMI.:NT
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Shelley Vanoe-Callatin Co MT MISC 96.00
The Landowner understands and agrees that they must provide sufficient water rights in
accordance with the City's policy according to the following schedule:
ASPEN PARTNERS JANNEXATION, consistingofa totalof20.14
acres, shall provide water rights or cash-in-lieu at the time the Filial
Plat is submitted.
The Landowner shall provide sufficient cash-in-lieu as calculated by the City in accordance
with its policy at the time of calculation. The Landowner fmiher understands that the City will
calculate the average annual diversion requirement necessary to provide water to this annexation tract
on the basis ofthe zoning designation and/or City-approved development for the property at the time
such calculation is made.
7. Comprehensive Water and Sewer Desien Report
Prior to future development of the property, the Landowner shall have prepared by a
Professional Engineer, at Landowner's expense, a comprehensive design report evaluating existing
capacity of sewer and water utilities. The report must include hydraulic evaluations of each utility for
both existing and post~developmcnt demands, and the report findings must demonstrate adequate
capacity to serve the full development of the land. If adequate water and/or sewer capacity is not
available for full development, the report must identify necessary water system and sewer system
improvements required for full development. The Landowner agrees to complete at Landowner's
expense, the necessary system improvements to serve the full development.
8. Future Development
Landowner understands and agrees that adequate municipal services and facilities are not
currently availahle to much of the area proposed for annexation, and that there is no right, either
granted or implied by the City, for the Landowner to develop any of the ASPEN PARTNERS I
ANNEXATION until it is verified by the City that necessary municipal services and l~lcilities,
I ASPI.:N PARTNERS I ANNEXATION N;REEMENT
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S~elley Vance-Gallatin Co MT MISC 96.00
including but not limited to police and fire protection and road improvements, are available to all or a
portion of the ASPEN PARTNERS I ANNEXATION.
9. Impact Fees
The Landowners hereby acknowledge that annexation and development of their property will
impact the City's existing street, water and sewer infrastructure, and fire service requirements. There
arc no existing structures on the property. At the time new structures apply to the City's Water and
Sewer facilities, the Landowners shall pay all Water and Sewer Impact Fecs which are due. The
Landowners and their successors shall pay all Fire, Street, Watcr and Sewer Impact Fees required by
chapter 3.24, Bozeman Municipal Code, or as amended, at the time of appl ication for any permit listed
in Section 3.24.050A, 3.24.060A, 3.24.070A, or 3.24.080A, respcctively. Ifthe impact fees currently
imposed pursuant to Chaptcr 3.24 of the Bozeman Municipal Code are subsequently voided or
declared invalid by a court of competent jurisdiction, Landowners agree to pay the City fees or
assessmcnts established by the City for impact on City services in accordancc with a new or revised
Chapter of the Bozeman Municipal Code lawfully enacted as a result of such court decision after the
date of the court decision. If, prior to enactment of such revised Chapter, the Landowner applies for
any pcrm it which actuates or would have actuated impact fees pursuant to the current Chapter 3.24 of
the Bozeman Municipal Code, the Landowner further agrees to pay at that time, the amount calculated
for all such fees based upon the rates established at the date of this agreement.
If the Court above declares Chapter 3.24 of the Bozeman Municipal Code invalid, and if
landowner would have been entitled to a refund undcr thc court's decision but were it not for the sole
fact of the landowner paying impact fees because of this agreement, thcn all such impact fees paid
prior to thc court's decision shall bc hcld in escrow until a revised Chapter orthe Codc is cnacted after
the Court's decision.
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Shelley Vanoe-Gallatln Co MT MISC 96.00
At the time the revised code is enacted, then all such fees held in escrow shall be released to
the city and the balance, ifany, returned to the landowner. All accumulated interest on the sum held in
escrow shall be released to the City or landowner on the same percentage as the money released to
either party bears to the total sum held in escrow.
Landowners further understand and agree that any improvements, either on- or off-site,
necessary to provide connection of ASPEN PARTNERS I ANNEXA nON to municipal services
which are wholly attributable to the property are "project related improvements" as defined in Chapter
3.24, Bozeman Municipal Code, or as amended, and as such, are not eligible for impact fee credits.
If Landowners default on this condition at the time such is to be performed, and should default
not be remedied or corrected within thirty (30) days after written notice by City to Landowners of such
default, City may at their option:
A) Declare the amounts owing for impact fees immediately due and payable and
City shall have the right and privilege to take legal action against Landowners
for the collection of such sum, including the entry of any judgment. In
addition, the City may, at its option, enforce payment of such amount by
levying an assessment on the premises.
B) Elect any other remedy available to City under the laws of the State of
Montana.
C) Any waiver by City of any default shall not be construed as a waiver of any
subsequent default.
D) It is agreed that it shall be no defense to the enforcement of this provision by
the City that impact fees imposed pursuant to Chapter 3.24 of the Bozeman
Municipal Code arc subsequently voided or declared invalid by a court of
competent jurisdiction. It is the express intention of the parties not to be bound
I ASPEN PARTNJ-:RS I ANNEXATION ACilZEEMENT
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I ASPEN PAKfNERS J ANNEXATION AGREEMENT
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Sh.ll.y Vano.-Gallatin Co ~T ~ISC 96.00
by such a declaration or judgment and, therefore, notwithstanding any
judgment either limiting impact fee payments under annexation agreements to
specified amounts, or prohibiting any such payment, landowner will pay such
amount as specified above.
11.
Stormwater MasterPlan
Landowner understands and agrees that a Stoffilwater Master Plan for the ASPEN PARTNERS
I ANNEXATION for a system designed to remove solids, oils, grease, and other pollutants from the
nmoff from the public streets must be provided to and approved by the City Engineer at the time of
any future development. The master plan must depict the maximum sized retention/detention basin
location and locate and provide easements for adequate drainage ways within the area to transport
runoff to the stormwater receiving ehannel(s). The plan shall include site grading and elevation
infonnation, typical stormwater detention/retention basin and discharge structure details, basin sizing
calculations, and stonnwater maintenance plan.
12. Traffic Analysis Report
Landowner may be required to provide a detailed Traffic Analysis Report(s) at the time of
future development of any portion of the annexed property.
13. Waiver of Ril!ht-to-Protest Special Improvement Districts
Landowner has executed a Waiver of Right-to-Protest Creation of Special Improvement
Districts for street improvements. including paving, curb/gutter, sidewalk, and storm drainage
appurtenances to Story Mill Rd and Bridger Drive and signalization a/the intersection of Story Mill
Rd and Bridger Drive; and have further executed a Waiver of Right-to-Protest Creation a/Special
Parks Maintenance Districts. Said Waivers are attached hereto as Exhibits A and B.
In the event an SID is not utilized for the completion 0 r these improvements, the developer
agrees to participate in an alternative financing method for the completion of said improvements on a
I ASPEN PARTNERS I ANNEXArION AGREEMENT
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Sh.ll.y Vano.-Gallatin Co MT MISC 96,00
fair share, proportionate basis as detelmined by square footage of property, taxable valuation of the
property, traffic contribution foml the development, or a combination thereof.
14. Ri2ht-of-Wav/Easement for Future Roadwavs
Landowner agrees to dedicate, by Public Street and Utility Easement or in fee simple through a
subdivision plat, the following land to the City of Bozeman lor right-of-way purposes, which
represents Landowner's proportionate share ofthe necessary right-of-way. Said right-of-way will be
provided prior to or concurrently with the filing of any subdivision plat with the Gallatin COlmty Clerk
and Recorder.
a) The applicant shall grant the required easement or Right-of- Way to the City of
Bozeman for a total of 45 feet widefrom the section line for Story Mill Rd.
b) The applicant shall grant the required easement or Right-of- Way to the City of
Bozeman for the extension of Boylan Rd as a full local street standard of 60 feet width
to the eastern edge of the annexed tract.
15. Utility Easements
Landowner understands and agrees that utility casements, a minimum of30 feet in width, will
be necessary for the installation and maintenance of water and sewer utility services to the annexed
parcel. The Landowner shall create such casements in locations agreeable to the City during the
appropriate development procedure, but in no event later than the filing of any final plat or site plan or
issuance of a building pennit on any of the parcels.
16. Additional Terms of Waivers
The parties recognize that these documents shall be filed and of record with the Gallatin
County Clerk and Recorder prior to the sale of any land within the ASPEN PARTNERS
ANNEXATION. The parties further agree that the City may file these documents at any time.
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Sh.ll.y V.no.-G.ll.tin Co MT MISC 96.00
17. Governin2 Law and Venue
This Agreement shall be construed under and govemed by the laws ofthe state of Montana. In
the event of litigation eonceming this Agreement, venue is in the Eighteenth Judicial District Court,
Gallatin County, State of Montana.
18. Attorney's Fees
In the event it becomes necessary for either party to this Agreement to retain an attorney to
enforce any of the terms or conditions of this Agreement, then the prevailing party shall be entitled to
reasonable attomey's fees and costs, to include the salary and costs ofin-house counsel including City
Attomey.
19. Waiver
No waiver by either party of any breach of any tenn, covenant or agreement shall be deemed a
waiver of the same or any subsequent breach of this same or any other term, covenant or agreement.
No covenant, telID or agreement shall be deemed waived by either party unless waived in writing.
20. Invalid Provision
The invalidity or unenforceability of any provision ofthis Agreement shall not affect the other
provisions hereof: and this Agreement shall be construed in all respects as if such invalid or
unenforceable provision were omitted.
21. Modifications or Alterations
No modification or amendment of this Agreement shall be valid unless evidenced hy a writing
signed by the parties hereto.
22. No Assi2nment
It is expressly agreed that the Landowner shall not assign this Agreement in whole or in part
without prior written consent of the City.
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23. Successors
This Agreement shall be binding upon, inure to the benefit of and be enforceable by the parties
hereto and their respective heirs, successors and assigns.
24. Covenants to Run with the Land
The parties intend that the temlS o[this Agreement shall be covenants running with the land
and shall not expire at their deaths or upon transfer of ownership ofthe property.
The undersigned Landowners affirms that they have authority to enter into this Agreement on
behalf oftheir partnership, and to bind the partnership to this Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the
day and year first above written.
WNER
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By: James P. McLeod, Managing Partner, Representing
Aspen Partners I, LLC.
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STATE OF MONTANA )
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COUNTY oR;-jal;a.,~).
. On this d. 6, 'i! day 0[,,('1 ~ .,200 5', before me,. a Notary Public [or the Sta~e
of Montana, personally appeared J;hes P. McLeod, Managmg Partner, represent1l1g Aspen Partners T, LLC.,
known to me to be the person that executed the foregoing Annexation Agreement, and acknowledged to me that
he/she executed the same.
TN WrrNESS WHEREOF, T have hereunto set my hand and affixed my official seal the day and year
first ahove written. ~H t,~di-
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I ASPEN PARTNERS I ANNI:XATlON AGREEMENT
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CITY O~' BOZEMAN
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By: Chris Kukulski, City Manager
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Clerk'ofthe City Commission
STATE OF MONTANA )
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COUNTY OF GALLATIN)
On the J~ day of-AEVI~l , 2~, before me, a Notary Public for the State of
Montana, personalIy appeared CHRIS KUKULSKI AND ROBIN L. SULLIVAN, known to me to be
the City Manager and Clerk of the City Commission respectively, of the City of Bozeman, whose
names are subscribed to the within instrument and acknowledged to me that they executed the sanle
for and on behalf of said City.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal on the day and
year first written above.
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1 ASPEN P^RTNl.:RS I ^NNEXAT!ON ^GREEMENT
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EXHIBIT A
WAIVER OF RIGHT TO PROTEST
CREATION D.F SPECIAL IMPROVEMENT DISTRICTS
ASPEN PARTNERS I ANNEXATION
The undersigned owners of the real property situated in the County of Gallatin, State of
Montana, and more particularly described as follows:
A tract of land being Tract 7 A, Certificate of Survey 2048.
Said tract contains 20.12 acres, more or less, along with and subject to all easements of record or
apparent on the ground.
IN CONSIDERATION of receiving approval for annexation of the subject property from the
City of Bozeman, along with accompanying rights and privileges and for other and valuable
consideration, the receipt of which is hereby acknowledged, and in recognition ofthc impact to Story
Mill Road and Bridger Drive, which will be caused by the development of the above-described
property, the owner has waived and do hereby waive for itself, its successors and assigns, the right to
protest the creation of one or more special improvement districts for paving, curb, gutter. sidewalk.
and drainage inzprovements to Story Mill Road and Bridger Drive; for signalization of the
intersection of Story Mill Rd and Bridger Drive; or to make any written protest against the size or
area or creation of the district, or method of assessment to bc assessed in response to a duly passed
resolution of intention to create one or more special improvement districts which would include the
above-described property.
In the event an SID is not utilized for the completion of these ilnprovements, the developer
agrees to participate in an alternative financing method for the completion of said improvements on a
fair share, proportionate basis as detel111inecl by square footage ofpropcrty, taxable valuation ofthe
property, traffic contribution form the development, or a combination thereof.
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131
This waiver shall be a covenant running with the land and shall not expire with the dissolution of
the limited partnership, provided however this waiver shall apply to the lands herein described.
The terms, covenants and provisions of the Waiver shall extend to, and be binding upon the
sueeessors-in-interest and assigns of the parties hereto.
DATED this Z v..,._. day of
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By: James P. McLeod, Managing Partner, Representing
Aspen Partners I, LLC.
STATE OF MONT ANA )
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COUNTYO~ )
On this ~:..::{ ({ i11- day of ()M'LAAAJLA,( , 200~, before me, a Notary Pub lie for the State
of Montana, personally appeared Jan~s P. McLeod, 'Managing Partner, representing Aspen Partners T, LLC.,
known to me to be the person that executed the foregoing Annexation Agreement, and acknowledged to me that
he/she executed the same.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my Notarial Seal the day
and year first above written. etJuJ--J!..~:~?J;J /~Mi---
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Notary Public [or the State of"Montana
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EXHIBIT B
WAIVER OF RIGHT TO PROTEST
CREATION OF SPECIAL PARKS MAINTENANCE DISTRICTS
ASPEN PARTNERS I ANNEXATION
The undersigned owners o[ the real property situated in the County of Gallatin, State of
Montana, and more particularly described as follows:
A tract of land being Tract 7 A, Certificate of Survey 2048.
Said tract contains 20.12 acres, more or less, along with and subj ect to all easements of record or
apparent on the ground.
IN CONSIDERATION of receiving approval for annexation ofthe subject property from the City
of Bozeman, along with accompanying rights and privileges and for other and valuable consideration,
the receipt of which is hereby acknowledged, and in recognition of the impacts on the City's park
facilities and the need [or the maintenance of municipal park areas to serve City residents, the owners
have waived and do hereby waive for themselves, their successors and assigns, the right to protest the
creation of one or more special parks maintemmce or improvement districts for a City-wide Parks
Maintenance District, or to make any written protest against the size or area or creation ofthe district
to be assessed in response to a duly passed resolution of intention to create one or more special parks
maintenance or improvement districts.
In the event City-wide Parks Maintenance or Special Improvement Districts arc not utilized for
the City-wide park maintenance, we agree to participate in an altemate financing method for
completion of said improvements on a fair sh;ue, proportionate basis as determined by square footage
ofthe property, linear Liont footage of the property, taxable valuation ofthe property, or a combination
thereof.
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This waiver shall be a covenant fimning with the land and shall not expire with the dissolution of
the limited partnership, provided however this waiver shall apply to the lands herein described.
The tC1111S, covenants and provisions of the Waiver shall cxtend to, and be binding upon the
succcssors-in-interest and assigns of the parties hereto.
LAN;: 417
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By: James P. McLeod, Managing Partner, Representing
Aspen Partners I, LLC.
STATE OF MONT ANA )
COUNTY OF:rjjdf~hv ~)'is
f) / iIl/14 ~ _-
On this ~0 day of 1.,1r.v )~. , 200~, before me, a Notary Public for the State
of Montana, personally appeared James P. McLe8d, Managing Partner, representing Aspen Partners I, LLC.,
known to me to be the person that executed the ic)regoing Annexation Agreement, and acknowledged to me that
helshe executed the same.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my Notarial Seal the day
and year first above written. i ?' . ....7.. '\. ...../:.. 7 /)"..LLJ!
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(Printed Name Here)
Notary Public for the State of Montana
Residing at ~A-1.t a;v1j, Montana
My Commission xpireS---.L<//3>l;? DC} 7
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Shelley Vance-Gallatin Co MT MISC
915.00
ASPEN PARTNERS I ANNEXATION AGREEMENT
16
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