HomeMy WebLinkAbout86- MSU Endowment and Alumni Foundation Memorandum of Agreement
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MEMORANDUM OF AGREEMENT
THIS AGREEMENT is entered into this 14th day of
October , 1986, by and between the City of Bozeman,
a municipal corporation and political subdivision of the
State of Montana, with mailing address of P.O. Box 640,
Bozeman, Montana 59771-0640 (hereinafter referred to as the
"City") and the MSU Endowment and Alumni Foundation, a
Montana corporation, with mailing address of MSU ,
Bozeman, Montana 59717 (hereinafter referred as to the
"Foundation") .
R E C I TAL S:
WHEREAS, this agreement fulfills one of the conditions
of the January 27, 1986 ap~roval by the City Commission of
an application by the Foundation for a conditional use
permit to allow a Research Technology Park on a portion of
Tract C of Certificate No. 1243; and
WHEREAS, the parties to this agreement desire to ensure
that improvements to real property within the Advanced
Technology Center Subdivision which are owned by the
Foundation and leased to third parties will participate in
maintaining the established property tax base of the City of
Bozeman, County of Gallatin and School District No. 7' and
,
WHEREAS, the parties desire to agree upon a method of
fixing and collecting payments in lieu of taxes applicable
to those improvements.
NOW, THEREFORE, IN CONSIDERATION of the mutual promises
and covenants herein contained, the parties agree as
follows:
1. Recitals.
The above recitals are true and correct.
2. Payment in Lieu of Property Tax.
The Foundation shall pay to the City annually,
in lieu of property taxes, an amount determined in
.
accordance with the provisions of paragraph 3 hereof.
Such payment shall be made for all property improve-
ments within the Advanced Technology Center Subdivision
owned by the Foundation and leased to third parties,
except that this provision shall not apply to the
following property:
(a) Property which, if owned by the user, would be
exempt from taxation under the laws of the State
of Montana or the United States of America;
(b) Property improvements which have been partially or
completely destroyed and thereby rendered totally
untenantable;
(c) Land from which improvements have been removed;
(d) Unimproved property;
(e) Any property not leased to a third party.
3. Method of Calculation.
The amount to be paid annually by the Foundation
to the City shall be calculated by the City in the same
matter as the property tax levy is calculated for all
taxable property located within the City limits. The
calculation shall include any property tax reductions
authorized under the laws of the State of Montana.
4. Time of Payment.
Payments of the amounts due shall be made at the
same times as real property taxes under Montana law.
S. Allocation of Payments.
Upon receipt of a payment, the City shall forward
the appropriate portions to the County and School
District No. 7.
6. Definition of Lease.
The term "lease" shall include any arrangement
for the occupation, possession or use of the property
improvements by any person, business association,
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partnership, corporation or organization other than the
Foundation.
7. Request for Reduction in Valuation, Procedure.
A. No reduction in valuation of property improvements
shall be made unless the Foundation files a
written request with the City's Finance Director
within fifteen days after receiving notice of
valuation from the City. The request shall
contain a description of the property and
improvements involved and shall set forth the
facts upon which it is made.
B. Upon receiving a request, the City shall list
the names of three persons who could act as an
arbiter. The list shall be sent to the Foundation
which shall add three more names to the list. The
parties shall then strike five names from the list
by alternating, one name each strike. A coin toss
shall decide which party strikes the first name.
The person with the final name remaining on the
list shall act as the arbiter.
C. The arbiter shall conduct a hearing and render a
decision within three (3) weeks.
D. The arbiter's decision shall be final and binding
on both parties.
E. Costs of abitration, excluding fees and costs
associated with either party's representation at
the hearing, shall be shared equally by the
parties.
F. After a particular improvement receives its
initial evaluation, the Foundation may not request
a reduction concerning that property within five
years of the initial valuation or within five
years of any arbitration held concerning the
property. This limitation shall not apply if the
valuation for the property increases more than ten
percent during the period.
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8. Requirements in Lease Agreements.
All agreements whereby the Foundation leases
property improvements within the Advanced Technology
Center Subdivision will include a paragraph stipulating
the obligation of the Foundation to make the payment in
lieu. Said agreements shall also be filed with the
Clerk and Recorder of Gallatin County within thirty
days after final execution.
9. Amendments.
The terms of this agreement may be modified or
amended at any time by agreement in writing between the
Foundation and the City.
10. Enforceability.
This agreement is enforceable only by the Founda-
tion and the City and does not create any enforceable
rights in favor of persons or entities not parties to it.
11. Governing Law.
This agreement shall be construed according to the
laws of the State of Montana.
12. 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 provisions were omitted.
13. No Assignment.
It is expressly agreed that neither party shall
assign this agreement in whole or in part without prior
written consent of the other party.
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14. Successors.
Except as provided in paragraph 13, this agreement
shall be binding upon, and inure to the benefit of the
parties hereto and their respective successors and
assigns.
CITY OF BOZEMAN MONTANA STATE UNIVERSITY
ENDOWMENT AND ALUMNI FOUNDATION
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By By
Its C ty Manager Its
ATTEST: ATTJST: ~
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ftif. J~~
lerk of City Commission
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