HomeMy WebLinkAbout01- Rolfe Annexation Agreement
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ROLFE
ANNEXATION AGREEMENT
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THIS AGREEMENT is made and entered into this /} day of
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, 2001, by
and between the CITY OF BOZEMAN, a municipal corporation and political subdivision ofthe State
of Montana, with offices at 411 East Main Street, Bozeman, Montana 59771-0640, hereinafterreJerred
to as "City", and Fae B. Rolfe Revocable Trust, 2501 NOJih 19th Avenue, Bozeman, MT 59715,
hereinafter refelTed to as "Landowner",
WITNESSETH:
WHEREAS, the Landowner is owner in fee of a tract of certain real property, hereinafter
referred to as the ROLFE ANNEXATION, situated in Gallatin County, Montana, and more
particularly described as follows:
A tract of land being shown as C.O,S. 331, N Y2, SE 1/4, Section 3, TIS, R5E, PMM,
Gallatin County, Montana, said tract being 20.33 acres along with and subject to any existing
easements.
WHEREAS, the Landowner has petitioned the City [or annexation of the contiguous tract; and
WHEREAS, the ROLFE ANNEXATION is not within the corporate limits of the City or other
municipality but is contiguous to the City and may therefore be annexed to the City in accordance with
the provisions of this Agreement and M.C.A. Title 7, Chapter 2, Part 43.
\VHEREAS, all parties recognize that the annexation ofthe ROLFE ANNEXATION pursuant to
Section 7.2.4301, et seq" M,C.A., will entitle the said property to City services, including municipal
water and sewer service, upon their availability; and
WHEREAS, M,C.A. 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 reasonably
adequate water service to additional customers outside the present city boundaries; and
WHEREAS, the Landowner wishes to convey to the City certain water rights or take some
equivalent action to provide water and sewer service to the ROLFE ANNEXATION; and
WHEREAS, all parties recognize that the development of the ROLFE ANNEXATION will
impact North 19th Avenue, 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 ROLFE ANNEXATION; and
ROI,FF ANNEXATION AGRI<:FMENT
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WHEREAS, the making and performance of this Agreement is desirahle 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 detemlined that it is in the best interests of the City and the
Landowner, and in furtherance of the public health, safety and welfare ofthe community to enter into
and implement this Agreement.
IN CONSIDERATION of the mutual covenants and agreements herein contained, the parties
hereto agree as follows:
1. Recitals.
The above recitals are tme and COITect,
2, Annexation.
The Landowner filed an application for annexation of the ROLFE ANNEXATION with the City,
The City, on August 21,2000, adopted a Resolution ofIntent to Annex the ROLFE ANNEXATION,
By execution of this Agreement, the City has manifested its intention to annex the ROLFE
ANNEXA TION tract pursuant to the tenns 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 orthe ROLFE ANNEXATION 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
caITying out the terms, conditions and provisions ofthis Agreement and elIectuate the annexation of
the ROLFE ANNEXATION to the City.
3. Services Provided.
The City will, upon anncxation, make available only existing City services to the extent currently
available, including municipal watcr service, municipal sewer scrvice, police protection, and fire
protection, to the ROLFE ANNEXATION, as provided in this Agreement.
4. Municipal Water Service Defined.
The term "municipal water service" as is used in this Agreement shall he 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 tenns and conditions which apply to the City's provision ofthis service,
The tenn does not contemplate the extension oflines or construction of necessary improvements at
any cost to the City for delivery of water to and within the ROLFE ANNEXATION. Nothing in this
ROLFE ANNEXATION AGREEMENT
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Agreement shall obligate the City to pay for right-or-way acquisition, engineering, construction, and
other costs for the delivery of water to or within the ROLFE ANNEXATION to include, but not
limited to, any impact fees, hook-up, connection, or development charges which may be established by
the City.
5. Municipal Sewer Service Defined.
The term "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 temlS and conditions which apply to the City's provision ofthis service.
The tenll does not contemplate the extension oflines or construction of necessary improvements at
any cost to the City for collection of sewage at and within the ROLFE 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 ROLFE ANNEXATION to
inelude, but not limited to, any impact fees, hookup, connection, or development charges which may
he established by the City.
6, Water Riehts.
The parties acknowledge the following City policy:
Prior to annexation of property, it shall be the policy of the City of 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 fully developed. The fee may be used to acquire water rights or for
improvements to the water system which would create additional water supply
capacity. Except, however, that for any annexation in excess often (10) 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 ROLFE ANNEXATION consists of approximately 20,33 acres,
The Landowner understands and agrees that it must provide suiTicient water rights in
accordance with the City's policy according to the following schedule:
ROLFE ANNEXATION, consisting of a total of 20.33 acres, prior to filing of any final
subdivision plat, final site plan approval, or the issuance of any buillling permit, whichever
occurs first.
The Landowner shall provide sufficient water rights or cash~in~lieu as calculated by the City
in accordance with its policy at time of calculation. The Landowner further understands that the
City will calculate the average annual diversion requirement necessary to provide water to this
annexation tract on the basis of the zoning designation and/or City-approved development for the
property at the time such calculation is made,
ROLFE ANNEXATION ACiREEMENT
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The Landowner agrees to provide sufficient water rights or cash~in~lieu of water rights prior to
filing of any Final Subdivision Plat, Final Site Plan approval, or the issuance of any building
penllit, whichever occurs first.
7. Future Development
The Landowners understand and agree that all future development on the Rolfe Annexation Tract
shall be served by City Water and Sewer as provided for in the City's facility master planning
documents. The Landowner understands and agrees that municipal services are not currently available
to the area proposed for annexation and that there is no right, either granted or implied by the City, for
the Landowners to develop any of the Rolfe Annexation Tract until it is verified by the City that
necessary municipal services, including but not limited to police and fire protection, are available to all
or a portion of the Rolfe Annexation Tract.
Upon future development ofthe Rolfe Annexation Tract, the City Water/Sewer Department will
review plans for development of the proposed water infrastructure when they are provided and make
any recommendations required to supply water to any proposed development on the Rolfe Atmexation
Tract. Landowner further understands and agrees to the indemnify, defend, and hold the City of
Bozeman and the Fire Department harmless from any liability, claims and/or damages arising from
delayed responses and inadequate water supply, Landowner shall execute said hold harmless
agreement in conjunction with said Annexation agreement. Said agreement is attached hereto as
Exhibit A.
8, 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 existing structures on the property including a residence, barns and subsequent out~
buildings. At the time new stmctures apply to the City's Water and Sewer facilities, the
Landowners shall pay all Water and Sewer Impact Fees which are due, The Landowners and any
successors shall pay all Fire, Street, Water and Sewer Impact Fees required by Chapter 3.24,
Bozeman Municipal Code, or as amended, at the time of application Cor any permit listed in
Section 3.24.050A, 3.24.060.A, 3.24.07G.A, or 3.24.0S0.A, respectively. If impact fees currently
imposed pursuant to Chapter 3,24 ofthe Bozeman Municipal Code are subsequently voided or
declared invalid by a court of competent jurisdiction, the Landowners agree to pay the City fees or
assessments established by the City [or impact on City services in accordance with a new or
revised Chapter of the Bozeman Municipal Code lawfully enacted as a result of such court
ROLPE ANNEXATION AGREEMENT
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decision after the date of the court decision, If~ prior to enactment of such revised Chapter, the
Landowner applies for any permit 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 such fees based upon the rates established at the date of this
agreement.
lfthe Court above declares Chapter 3.24 of the Bozeman Municipal Code invalid, and if
landowner would have been entitled to a refund under the court's decision but were it not for the
sole fact of the landowner paying impact fees hecause of this agreement, then all such fees paid
prior to the court's decision shall be held in escrow until a revised Chapter of the Code is enacted
after the Court's decision.
At the time the revised code is enacted, then all such fees held in escrow shall he released to
the city and the ha1ance, if any, 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,
Landowner further understands and agrees that any improvements, either on- or off-site,
necessmy to provide cOlU1eetion of ROLFE ANNEXATION 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 the Landowners default on this condition at the time such is to be perfornled, and should
default not be remedied or corrected within thirty (30) days after written notice hy City to the
Landowner 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 Landowner 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 ofthe 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 hy City that
impact fees imposed pursuant to Chapter 3,24 of the Bozeman Municipal Code are
subsequently voided or declared invalid by a court of competent jurisdiction, It is the
express intention of the parties not to be bound by sllch a declaration or judgment and,
therefore, notwithstanding any judgment either limiting impact fee payments under
annexation agreements to specified amounts, or prohibiti ng any such paymcnt, hndowncr
will pay sllch amount as specified above,
9. Waiver of Rieht-to-Protest Special Improvement Districts
The Landowner has executed a Waiver orRight-to-Protest Creation of Special Improvement
District for street improvements, including paving, curb/gutter, sidewalk, boulevard and stonn
ROLFE ANNEXATION AGREEMENT
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drainage appurtenances to a) Rawhide Ridge,' b) any associate(l traffic signalization and
intersection improvements for the intersection of Deadman's Gulch and North 19th A venue;
and have further executed a Waiver of Right-to-Protest Creation of a City-wide Parks
Maintenance District, Said Waivers are attached hereto as Exhibits Band C.
10. Additional Terms of Waivers
The parties recognize that these documents shall be executed and returned to the Bozeman
Planning and Community Development Department within one year of preliminary approval of the
annexation request by the Bozeman City Commission. The parties also recognize that thcse
documents shall be filed and of record with the Gallatin County Clerk and Recorder prior to the
sale or transfer of ownership of any land within the ROLFE ANNEXATION. The parties further
agree that the City may file these documents at any time,
11. Governinl! Law and Venue
This Agreement shall be construed under and governed by the laws of the state of Montana, In
the event oflitigation concerning this Agreement, venue is in the Eighteenth Judicial District
Court, Gallatin County, State of Montana.
12. 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 attorney's fees and costs, to include the salary and costs of in-house counsel
including City Attorney.
13, Waiver
No waiver by either party of any breach of any term, 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, term or agreement shall bc deemed waived by either party unless waived
in writing,
14, Invalid Provision
The invalidity or unenforceability of any provision of this 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,
15, Modifications or Alterations
No modification or amendment of this Agreement shall be valid unless evidenced by a writing
signed by the parties hereto.
ROLrE ANNEXATION ACiREEMENT
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16. No Assi2nment
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Shelley Vance-Gallatin Co MT MIse 90,00
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It is expressly agreed that the Landowner shall not assign this Agreement in whole or in part
without prior written consent ofthe City.
17, 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,
18. Covenants to Run with the Land
The parties intend that the terms ofthis Agreement shall be covenants running with the land
and shall not expire at their deaths or upon transfer of ownership of the property.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the
day and year first above written,
LANDOWNER
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Fae 8, Rolfe and William A. Rolfe Revocahle Trust
ST A TE OF MONT ANA )
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County of Gallatin )
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On this ~ day of,Je J2-i. ,2001, before me, a Notary Public [or the State of
Montana, personally appeared Fat B. Rolfe, known to me to be the Landowner of Fae B. Rolfe and
Willaim A. Rolfe Revocable Trust, the Land Trust that executed the foregoing Annexation
Agreement, and acknowledged to me that she executed the same.
IN WITNESS WH,SB.E,F, I have hereunto set my hand and set my Notarial Seal the day and
year first writte~l_above. ,r, _ J
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CITY OF BOZEMAN
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By: Clark Johnson, City Manager
STATE OF MONTANA)
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County of Gallatin )
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On the _~day of SefiiPA%-lPl/I-,1001, before me, a Notary Public for the State of
Montana, personally appeared CLA "JOHNSON 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
ROI ,rl': ^NNEXATION AGREEMENT
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namcs are subscribed to the within instrulllem ancl aCKnowledged to me that they cxecuted the same
for and on behalf of said City.
IN WITNESS WHEREOF, I have hereunto set my hand and affixcd my Notarial Seal on the day
and year first written above.
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ROLFE ANNEXi\['ION AGREEMENT
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EXHIBIT A
HOLD HARMLESS AGREEMENT
FOR ROLFE ANNEXATION
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This Agreement is made and entercd into this /;'J day 01'....- ( , 2001, by and
between Fae B. Rolfe, Revocable Trust, and William A. Rolfe, Revocable Trust, hereinafter called
the "Landowner" and the City of Bozeman, a Municipal Corporation of the State of Montana,
hereinafter called the "City".
Whereas, it is the intent and purpose ofthe Landowner to meet thc conditions of approval
f()r Annexation 01'20.33 acres ofland as approved by the City of Bozeman on September 18,
2000; and
Whereas, it is the intent of both the Landowner and the City to entcr into Agreements to
satisfY the conditions of Annexation.
Now, Therefore, in consideration ofthe mutual covenants and conditions contained
herein, it is hereby agreed as follows:
I. Property Description
This Agreement pertains to and includes that property described as follows:
A tract ofland being shown as C.O.S. 331, NI/2, SE1/4, Section 3, '1'1 S, R5E,
PMM, Gallatin County, Montana, said tract being 20,33 acres along with and
subject to any existing easements,
2, No Liability for City Approval
The Landowner acknowledges and agrees that the City is not, and shall not be, in any way
liable for any damages or injuries that may be sustained as the result ofthe City's Annexation of
said property, and shall not in any way be decmed to insure the Landowner, or any of it heirs,
successors, assigns, tenants, or licenses, or any third party, against damage or injury of any kind at
any time.
3, Indemnification
The Landowner agrees to, and does hereby, hold harmless and indemnifY the City, and all
of its elected and appointed officials, officers, employees, agents, representatives, engineers, and
attorneys, including the Bozeman Fire Department, from any liability, claims and/or damages
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arising from delayed emergency service response and inadequate water supply as a result of
Annexation prior to full availability of City services.
4, Governing Law and Venue
This Agreement shall be construed under and governed by the laws of the State of
Montana, In the event of litigation concerning this Agreement, venue is in the Eighteenth Judicial
District Court, Gallatin County, Statue of Montana,
5, Modifications or Alterations
No modifications or amendments of this Agreement shall be valid, unless agreed to in
writing by the parties hereto.
6, Invalid Provisions
The invalidity or unenforceability of any provision of this Agreement shall not affect the
other provisions hereof: and this Agreement shall be construed in all respects as if such invalid or
unenforceable provisions were omitted,
7. No Assignment
It is expressly agreed that the Landowner shall not assign it obligations under this
Agreement in whole, or in part, without prior written consent of the City.
8, No Waiver
No waiver of any provision of this Agreement will be deemed to constitute a waiver orany
other provision nor will the waiver of any default under this Agreement be deemed a waiver of
any subsequent default or defaults of the same type, The City's failure to exercise any right under
this Agreement will not constitute the approval of any wrongful act by the Landowner or the
acceptance of any improvement.
9. Successors
Except as provided in Paragraph 7, this Agreement shall be binding upon, enure to the
benefit of, and be enforceable by the parties hereto and their respective heirs, successors and
assIgns.
10. Attorney's Fees
In the event it becomes necessary for either party to this Agreement to retain an attorney
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to enforce any of the terms or conditions of this Agreement, then the prevailing party shall be
entitled to reasonable attorney's fees and costs, to include the salary and costs of in-house counsel
including the City Attorney.
F AE B. ROLFE, REVOCABLE TRUST AND WILLIAM A. ROLFE, REVOCABLE TRUST
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By: Fae B. Rolfe, Trustee '
STATE OF MONTANA)
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COlUlty of Gallatin )
On this ~~f ~z:::,-'" 2001, before me, a Notary Public for the
State of Montana, personally appeare Fae B. Rolfe, known to me to be the person whose name
is subscribed to the above instrument and acknowledged to me that she executed the same.
TN WITNESS WHEREOF, I have hereunto set my hand and set my Notarial Seal the day
and year first written above,
Notary Public'
Residing:
Commission Exp'
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EXHIBIT B
WAIVER OF RIGHT TO PROTEST
CREATION OF SPECIAL IMPROVEMENT DISTRICTS
ROLFE ANNEXATION, 2501 NORTH 19TH AVENUE
The undersigned owner of the real property situated in the City of Bozeman, County of
Gallatin, State of Montana, and more particularly described as follows:
Tract of Land being shown as C.O.S, 331, N Y2, SE 1/4, Section 3,
TIS, 5RE, PMM, Gallatin County, Montana, or more commonly
known as 2501 North 19th Avenue,
IN CONSIDERATION of receiving approval for a major site plan and certificate of
appropriateness for 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 of the impacts which will be caused by the development of
the above-described property, 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: a)
street improvements including paving, curb/gutter, sidewalk, and storm drainage facilities for
Rawhide Ridge; b) signalization and intersection improvements for the intersection of
Deadman's Gulch and North 19th Avenue; or to make any written protest against the size or
area or creation of the district to be 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 Special Improvement Districts are not utilized for the completion ofthese
projects, we agree to participate in an alternate financing method for completion of said
improvements on a fair share, proportionate basis as determined by square footage of the
property, linear front footage of the property, taxable valuation of the property, or a
combination thereof.
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This waiver shall be a covenant running with the land and shall not expire,
The terms, covenants and provisions oUhe Waiver shall extend to, be binding upon the
successors-in-interest and assigns of the parties hereto,
DATED this;;>'~' day of
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LANDOWNRR(S)
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On this (:::::../? day of whose identity I
verified on the basis of ersonally
a.p~'l)C)d~,y~: subscribe the foregoing document before me, a N tary Public for the State of
\L/...I!!d:~~lN:1ltL ' IN WITNESS WHEREOF, I have hereunto set my hand and affixed my Notarial
Seal the day and year firstab written.
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EXHIBIT C
WAIVER OF RIGHT TO PROTEST
CREATION OF PARK MAINTENANCE DISTRICT
ROLFE ANNEXATION, 2501 NORTH 19TH AVENUE
The undersigned owner ofthe real property situated in the City of Bozeman, County of
Gallatin, State of Montana, and more particularly described as follows:
Tract of Land being shown as C.O.S. 331, N %, SE 1/4, Section 3,
TIS, 5RE, PMM, Gallatin County, Montana, or more commonly
known as 2501 North 19th Avenue,
IN CONSIDERATION of receiving approval for a major site plan and certificate of
appropriateness for 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 of the impacts which will be caused by the development of
the above-described property, has waived and do hereby waive for itself, its successors and
assigns, the right to protest the creation of a city-wide park maintenance district which will
provide a mechanism for the fair and equitable assessment of maintenance costs for city parks;
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 improvement
districts which would include the above-described property.
In the event Special Improvement Districts are not utilized for the completion of these
pro.jects, we agree to participate in an alternate financing method for completion of said
improvements on a fair share, proportionate basis as determined by square footage of the
property, linear front footage of the property, taxable valuation of the property, or a
combination thereof
This waiver shall be a covenant running with the land and shall not expire.
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The terms, covenants and provisions ofthe Waiver shall extend to, be binding upon the
successors-in-interest and assigns of the parties hereto.
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DATED this dJ. day of 0"..--.;'.// I ' , 2000.
LANDOWNER(S)
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'eal the day and year first abovewry:ten. ..,
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