HomeMy WebLinkAbout25 - Annexation & Lot Mergers - KDG Holdings - 5532 Fowler Lane Annexation2860183
Inter-officeOriginalto:
CityofBozeman
CityClerk
PO Box 1230
Bozeman,MT 549771-1230
5532 FOWLER LANE ANNEXATION
ANNEXATION AGREEMENT
THIS ANNEXATION AGREEMENT made and entered into this day of
m ,2025,by and between the CITY OF BOZEMAN,a self-governing
municipal corporationorganized and existingunder itsCharter and the laws of the Stateof
Montana with officesat 121 N.Rouse Avenue,Bozeman,Montana 59771-0640,hereinafter
referredto as "City",and KDG HOLDINGS,LLC,900 N.WHITTIER DRIVE,BEVERLY
HILLS,CA 90210,Bozeman MT 59715,hereinafterreferredto as "Landowner".The effective
date of thisAgreement shallbe the date upon which the Bozeman City Commission adopts a
resolutionapproving the 4840 Fowler Lane Annexation and authorizingexecution of this
Agreement.
W I T N E S S E T H :
WHEREAS,Landowner isowner in fee of a tractof certainrealproperty,hereinafter
referredto as the 5532 FOWLER LANE ANNEXATION situatedin GallatinCounty,Montana,
and more particularlydescribedas follows:
An areaof landcomprised describedas follows:
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A tractof landbeing theNorth Half of theSouth Half ofthe Southwest Quarterofthe
Southwest Quarterof Section23 aswell asthe 30'stripof contiguousCounty Road Right
of Way lyingwesterlyof saidtract,
allinTownship 2 South,Range 5 East,P.M.M.,GallatinCounty,Montana,more
particularlydescribedasfollows:
BEGINNING ata calculatedpositionon the Sectionlinecommon toSections22 &23
being the Southwest cornerof saidTractfrom which a 5/8"Rebar,theSectioncorner
common toSections22,23,26,27bearsSouth 00°05'51"East a distanceof 332.52 feet;
thenceSouth 89°53'16"West a distanceof 30.00 feettoa calculatedpositionon the
west lineoftheFowler Ln.Right ofWay
thenceNorth 00°05'51"West along saidRight ofWay Line a distanceof 332.49 feetto
a calculatedposition;
thenceleavingsaidRight ofWay Line North 89°52'12"East a distanceof 1360.14 feet
toa CalculatedPosition;
thenceSouth 00°01'54"West a distanceof 332.91 feettoan "RW Allen"Aluminum
Cap;
thenceSouth 89°53'16"West a distanceof 1329.39 feettothePointofBeginning,
containing10.385 acresmore or less.
SUBJECT to alleasements of recordor apparentfrom visualinspectionof theproperty.
All as depictedon the 5532 Fowler Lane Annexation Map.
WHEREAS,the Landowner petitionedthe City for annexationto the City of the 5532
FOWLER LANE ANNEXATION;and
WHEREAS,the5532 FOWLER LANE ANNEXATION isnotwithinthecorporatelimits
of the City or othermunicipalityand may thereforebe annexed totheCity in accordancewith the
provisionsof thisAgreement and Title7,Chapter 2,Part46,Mont.Code Ann.;and
WHEREAS,the partiesrecognize the annexation of the 5532 FOWLER LANE
ANNEXATION pursuant to Section 7-2-4601,et seq.,Mont.Code Ann.willallow the 5532
FOWLER LANE ANNEXATION to connect to and utilizeCity services,includingmunicipal
waterand sewer service,parksand recreation,fireand policeservices,and theCity'stransportation
system;and
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WHEREAS,Section 7-2-4610,Mont.Code Ann.provides that a municipalityand
landowner can agreetotheprovisionsof servicestotheareatobe annexed;and
WHEREAS,the parties recognize development on the 5532 FOWLER LANE
ANNEXATION willimpact areaparks,recreation,transportation,police,and fireservices,and
thatfuturedevelopment may requireadditionalpublic infrastructure,includingtransportation,
capacityformunicipalwater and sewer services,parks,recreation,police,and fireservices;and
WHEREAS,the Landowner findsthisAgreement willprovide for themost satisfactory
and dependable water supply and sewer supply or service,and provide transportation,parks,
recreation,policeand fireservicefordevelopment ofthe5532 FOWLER LANE ANNEXATION;
and
WHEREAS,the partieshave determined thatitis in the best interestsof the City and
Landowner,and in furtheranceof thepublichealth,safetyand welfareof the community to enter
intoand implement thisAgreement.
WITNESSETH:
IN CONSIDERATION of the mutual covenants and agreements herein contained,the
partiesheretoagreeas follows:
1.Recitals
The above recitalsaretrueand correctand arehereby incorporatedintothisAgreement.
2.Annexation
The Landowner filed an applicationfor annexation of the 5532 FOWLER LANE
ANNEXATION with the Cityon September 11,2024.By executionofthisAgreement,theCity
manifestsitsintenttoannex the5532 FOWLER LANE ANNEXATION tractpursuanttotheterms
and conditionsof thisAgreement.Subjecttotheprovisionsof Title7,Chapter 2,Part46,Mont.
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Code Ann.theCity shall,contemporaneous with executionofthisAgreement,adopt a Resolution
ofAnnexation ofthe5532 FOWLER LANE ANNEXATION.Further,upon theexecutionofthis
Agreement,theLandowner shalldo allthingsrequiredby thisAgreement and allthingsnecessary
and proper to aid and assistthe City in carryingout the terms,conditionsand provisionsof this
Agreement and toeffecttheannexationof the5532 FOWLER LANE ANNEXATION.
3.ServicesProvided
The City will,upon annexation,make available to the 5532 FOWLER LANE
ANNEXATION existingCityservicesonly totheextentcurrentlyavailable,or asprovidedinthis
Agreement.
4.Municipal Water ServiceDefined
The term "municipalwater service"asused inthisagreement istheservicesuppliedby the
City in accordancewith Chapter 40,Article2,Bozeman Municipal Code,as amended,as well as
any otherterms and conditionswhich applytotheCity'sprovisionofmunicipalwater service,but
does not includethe extensionof linesor constructionof necessaryimprovements atany costto
theCityfordeliveryofwater to and withinthe5532 FOWLER LANE ANNEXATION.Nothing
in this Agreement shallobligatethe City to pay for right-of-wayacquisition,engineering,
construction,and othercostsfor the deliveryof water to or within the 5532 FOWLER LANE
ANNEXATION including,but not limited to,any impact fees,hook-up,connection,or
development chargeswhich have been ormay be establishedby theCity.
5.Municipal Sewer ServiceDefined
The term "municipal sewer service"as used inthisAgreement isthe servicesuppliedby
the Cityinaccordancewith Chapter 40,Article3,Bozeman Municipal Code,asamended,aswell
as any otherterms and conditionswhich applytotheCity'sprovisionof thisservice,but does not
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includethe extensionof linesor constructionof necessaryimprovements atany costtothe City
forcollectionof sewage at and within the 5532 FOWLER LANE ANNEXATION.Nothing in
this Agreement shall obligate the City to pay for right-of-way acquisition,engineering,
construction,and othercostsforthecollectionofsewage servicestoorwithinthe5532 FOWLER
LANE ANNEXATION including,but not limitedto,any impact fees,hookup,connection,or
development chargeswhich may be establishedby the City.The Landowner recognizesand agrees
thatsewer capacityisallocatedon a firstcome firstservebasisand isnotentitleduntilpreliminary
plator siteplan approval.
6.Water Rights
The Landowner specificallyrecognizesand agreestheLandowner must satisfythe City's
water adequacy code upon furtherdevelopment or subdivisionof thepropertyinaccordancewith
Section38.410.130,Bozeman Municipal Code.The Citywillcalculatethetotalamount of water
thatmust be offsetin accordance with 38.410.130 BMC at the time of furtherdevelopment or
subdivisionof theproperty.The Landowner must transferany usefulwater rightsdeemed useful
by the City thatexistforthepropertyto theCitypriortodevelopment.
The City has determined thatthe followingwater rightsthatexistforthispropertyare
usefulfortheCityand shallbe transferredto theCityupon furtherdevelopment or subdivisionof
theproperty:
1)Any corporatesharesintheMiddle Creek Ditch Company.
2)Any corporatesharesintheWest GallatinCanal Company.
The amount ofthecalculateddemand offsetby thetransferof theseusefulwaterrightswill
be determined by the City at the time of futuredevelopment.Ifthe calculateddemand isnot
completely offsetby the transferof these usefulwater rights,the Landowner must offsetthe
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remaining calculateddemand in accordancewith 38.410.130 BMC priorto development.Ifcash
in lieuof water rightsare used to offsetany portionof the calculateddemand,the Landowner
acknowledges thattheratesforcash in-lieuof water rightsmay increaseover time as established
by Resolutionof theCityCommission.
7.Water and Sewer Connections
Landowner understandsand agreesthatnot laterthan 60 days afterCity water and sewer
serviceshave been extendedby futuredevelopment orsuch thatconnectionisreadilyavailable,as
determined by the City,isadjacentto the lot,the existingresidenceon the propertymust be
connected to City water and sewer utilities.Water and sewer servicesmust be constructedin
accordance with design and specificationsapproved by the City priorto the installationof the
water and sewer lines.Landowner must contacttheCityWater and Sewer Divisiontoobtaindetails
of constructionrequirements.Landowner must notifytheCityWater and Sewer Superintendenta
minimum of48 hours priorto constructionofthe servicesand disconnectionofthewell and septic
system abandonment.
Landowner furtherunderstandsand agreesthatpriorto connectionto the City water and sewer
system,theexistingon-sitesewage treatmentsystem must be properlyabandoned and certification
provided to the City Water and Sewer Divisionthattheabandonment occurred.The Landowner
must reportthe abandonment to the GallatinCity County Health Department.In additionto
abandonment of theseptictank and leachfield,the applicantmust demonstratethatthe sanitary
sewer linefrom the house to the septictank has been completely disconnectedfrom the existing
septicsystem priortotheLandowner connectingthe sanitarysewer linecoming from thehouse to
the City sanitarysewer system.
Any wells presentlyused for domestic purposes may be retainedfor irrigationonly,with no
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physicalconnectionto domestic water piping.Certificationthatthereisno physicalconnection
between an on-sitewell and the domestic water linecoming from the City'swater supply to the
house must be provided.The City Water and Sewer Divisionmay perform an inspectionof the
propertytoconfirmthatthedisconnectionofthewelland septicsystem abandonment areproperly
completed.Landowner understandsand agreesthatifLandowner failsto properlyabandon the
existingsepticsystem or failsto disconnectthe existingwell from the domestic water pipingas
requiredherein,the City may,upon ten day's writtennoticeto the Landowner,terminatewater
and/orsewer servicesto theproperty.The costof alldisconnectsand subsequentreconnectsshall
be borne by Landowner.
8.Comprehensive Water and Water Design Report
Priorto futuredevelopment of the propertythe City may requirethe Landowner to have
prepared by a ProfessionalEngineer,atLandowner's soleexpense,a comprehensive designreport
evaluatingexistingcapacityof sewer and water utilitiesin the area.The reportmust include
hydraulicevaluationsof each utilityforboth existingand post-development demands,and the
reportfindingsmust demonstrate adequate capacityto servethe fulldevelopment of the land.If
adequate infrastructurecapacityisnot availableforthe proposed development,the reportmust
identifywater or wastewater system improvements necessaryforthe proposed development.If
improvements tothiswater or wastewater system arenecessary,theLandowner agreesthatwithin
60 days of water and sewer servicesbeing extended to the adjacentright-of-waytothewest or
priortoredevelopment of the 5532 FOWLER LANE ANNEXATION,whichever comes first,to
complete,at Landowner's expense,the necessary system improvements to serve the proposed
development.
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9.Future Development Limitations
The Landowner shallbe responsiblefor installingallfacilitiesrequiredto provide full
municipal servicesto thepropertyin accordancewith the City'sInfrastructureMaster Plans and
allCity regulations,policiesand guidelinesthatmay be in effectat the time of any future
development.Landowner understands and agrees Landowner has no right,eithergranted or
implied,foritto furtherdevelop any of the 5532 FOWLER LANE ANNEXATION untilitis
verifiedby theCitythatthenecessarymunicipal services,includingbutnot limitedtopoliceand
fireprotection,parksand recreation,transportation,and sewer and water capacity,areavailableto
allor the relevantportionof the 5532 FOWLER LANE ANNEXATION to servethe proposed
development.Notice ishereby providedtotheLandowner thatpriortoadditionaldevelopment of
theproperty,theLandowner willbe solelyresponsibleforinstalling,atLandowner's soleexpense,
any facilitiesor infrastructurerequiredto provide fullmunicipal servicesto the 5532 FOWLER
LANE ANNEXATION in accordance with the City's infrastructureplans,adopted Growth
Policies/Community Plans,and allothercityregulations,policiesand guidelinesthatmay be in
effectatthetime of development.
10.Stormwater Master Plan
Landowner understandsand agrees a Stormwater Master Plan for the 5532 FOWLER
LANE ANNEXATION fora system designedto remove solids,oils,grease,and otherpollutants
from therunofffrom publicstreetsand otherimpermeable surfacesmay be requiredtobe provided
to and approved by the City Engineer at the time of any futuredevelopment.The plan must
demonstratethatadequatetreatmentofrunofffrom publicstreets,otherimpermeable surfaces,and
allfuturelotswillbe achieved by providing spot elevations,flow directionarrows,detention
and/orretentionbasindetails(includingbasinsizingcalculationsand basintypicalsections),outlet
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structuredetails,and culvertcapacity calculations.The plan must also locateand provide
easements for adequate drainage ways within the 5532 FOWLER LANE ANNEXATION to
transporttreatedrunofftothe stormwater receivingchannel.The plan shallincludesitegrading
and elevationinformation,typicalstormwater detention/retentionbasin and dischargestructure
details,basin sizingcalculations,and stormwater maintenance plan.Landowner recognizesthe
Citymay requiresuch Stormwater Master Plan tobe implemented intotalor inpartasa condition
of approvalof development of the5532 FOWLER LANE ANNEXATION.
11.Waiver of Right-to-ProtestSpecialDistricts
A.Landowner shallexecute a Waiver of Right to Protestthe Creation of Special
Districtsor SpecialImprovement Districts(SID)for infrastructureimprovements to streetsand
transportationsystems includingdesign and engineering,paving and subsurfaceimprovements,
curb and gutter,sidewalkand stormwaterdrainagefacilities,and fiberopticconduitfor:
a)Streetimprovements to Fowler Lane between Blackwood Road and Stucky Road,
includinglighting,signalization,paving,curb/gutter,sidewalk,and storm drainage.
b)Streetimprovements to Blackwood Road between Fowler Lane and South 19th Avenue,
includinglighting,signalization,paving,curb/gutter,sidewalk,and storm drainage.
and signalizationimprovements forthefollowingintersections:
a)Intersectionimprovements at Blackwood Road and Fowler Lane,includinglighting,
signalization/channelization,paving,curb/gutter,sidewalk,and storm drainage.
b)Intersectionimprovements atBlackwood Road and South 27th Avenue,includinglighting,
signalization/channelization,paving,curb/gutter,sidewalk,and storm drainage.
c)Intersectionimprovements at Fowler Lane and West Graf Street,includinglighting,
signalization/channelization,paving,curb/gutter,sidewalk,and storm drainage.
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as setforthinExhibits"A"and "B".The Landowner agreessuch SID willprovide a mechanism
for the fair and equitable assessment of constructionand maintenance costs for such
improvements.These waivers are attachedhereto as Exhibits"A"and "B"and are hereby
incorporatedintoand made a partof thisAgreement.
B.Landowner agreesthatintheeventa specialdistrictoran SID isnot utilizedforthe
completion of these improvements as describedin subsectionA above,the Landowner shall
participatein an alternativefinancingmethod forthe completion of the improvements on a fair
share,proportionatebasisas determinedby theCityon thebasisofthesquarefootageofproperty,
taxablevaluationof the property,trafficcontributionfrom the development or a combination
thereof.
C.Landowner understandsand agreesthatthe City willchoose creationof a SID or
specialdistrictoran alternativefinancingmethod forthecompletionoftheimprovements and may
use eitherfinancingoptionatany time.
12.Payback Districts
The 5532 FOWLER LANE ANNEXATION iswithinan infrastructurepayback districts.
Landowner agreestopay thefollowingpaybacks atthe time of furthersitedevelopment.
a.Meadow Creek Subdivision Sewer Payback,to be assessed at the time of future
development and paid atthetime of plan approval.
13.Public Streetand UtilityEasement
The Landowner understandsand agreesthata publicstreetand utilityeasement must be
provided forFowler Lane,a minor arterialroad with a minimum right-of-waywidth of 100 feet,
of which thispropertywilldedicateitsrespective50 feetto the eastfrom the centerlineof the
existingright-of-wayas a public streetand utilityeasement,along the entireportionof this
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propertywhich iscontiguouswith Fowler Lane.The Landowner,atitssoleexpense,has created
such an easement in a locationand form agreeabletotheCity and theeasement willbe filedatthe
GallatinCounty Clerk and Recorder'sOffice.The Landowner furtherunderstandsand agreesthat
additionalpublicstreetand utilityeasements may be requiredfordeliveryof municipal services
with futuredevelopment and such easement shallbe providedattheLandowner's soleexpense.
14.StreetImprovements
The Landowner understandsand agreesthatatthetime of futuredevelopment theportion
of Fowler Lane and itsrelatedtransportationinfrastructurefrontingthe 5532 FOWLER LANE
ANNEXATION thispropertymust be improved to a CitystandardatLandowner's expense.
15.Impact Fees
Landowner acknowledges thatannexationand development of theirpropertywillimpact
theCity'sexistingstreet,water and sewer infrastructure,and theCity'sfireservice.As approved
by the City,theLandowner and itssuccessorsmust pay:
A)Fire impact fees equal to the amount per Chpt.2,Art.6.Div.9 BMC,or as
amended,attime of issuanceof a buildingpermit.
B)Transportationimpact feesequal to the amount per Chpt.2,Art.6.Div.9 BMC,
or as amended,attime of issuanceof etbuildingpermit.
C)Water impact feesas requiredby Chpt.2,Art.6.Div.9 BMC,or as amended,at
thetime of connectionto citywater services.
D)Sewer impact feesas requiredby Chpt.2,Art.6.Div.9 BMC,or as amended,at
thetime of connectionto citysewer services.
The amount of impact feetheLandowner or itssuccessorspay forconnectiontotheCity's
water and sewer services,ifany,shallbe calculatedbased on the provisionsof the Bozeman
Municipal Code,as amended,in effectat the time of applicationfora permit to connect.The
amount of streetor fireimpact feestobe paid,ifany,shallbe calculatedbased on theprovisions
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of the Bozeman Municipal Code,as amended,in effectat the time an applicationforbuilding
permitissubmitted.
Landowner furtherunderstandsand agreesthatany improvements,eitheron-siteor off-
site,necessaryto provide connection of the 5532 FOWLER LANE ANNEXATION municipal
servicesand which arewholly attributableto thepropertyas determined exclusivelyby the City
are considered"projectrelatedimprovements"as defined in Chapter 2,Article6,Division 9,
Bozeman Municipal Code,as amended,and as such,arenot eligibleforimpact feecredits.
IfLandowner defaultson thisconditionatthetime such isto be performed,and should
defaultnot be remedied or correctedwithin thirty(30)days afterwrittennoticeby City to the
Landowner and Landowner/Developer of such default,theCitymay,atitsoption:
A)Declare the amounts owing for impact feesimmediately due and payable
and City shallhave the rightand privilegeto take legalactionagainst
Landowners for the collectionof such sum,includingthe entry of any
judgment.In addition,theCitymay,atitsoption,enforcepayment ofsuch
amount by levyingan assessmenton theproperty.
B)Elect any otherremedy availableto City under the laws of the Stateof
Montana.
16.Charges and Assessments
Landowner understands and agrees that afterthis Agreement is recorded the 5532
FOWLER LANE ANNEXATION willbe subjectto City assessmentsfor arterialand collector
streets,streetmaintenance,and treemaintenance on the same basisas allotherpropertiesin the
City.
17.Additional Terms
The partiesrecognizethesedocuments must be filedand ofrecordwith theGallatinCounty
Clerk and Recorder prior to the sale of any land within the 5532 FOWLER LANE
ANNEXATION.The partiesfurtheragreethatthe City may filethesedocuments atany time.
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18.Governing Law and Venue
This agreement shallbe construedunder and governed by thelaws ofthe StateofMontana.
In the event of litigation,venue isinthe EighteenthJudicialDistrictCourt,in and forCounty of
Gallatin,StateofMontana.
19.Attorney's Fees
In the event itbecomes necessaryforeitherpartyto thisAgreement toretainan attorney
to enforceany of theterms or conditionsof thisAgreement or togiveany noticerequiredherein,
then theprevailingpartyor the partygivingnoticeshallbe entitledtoreasonableattorney'sfees
and costs,includingfees,salaryand costsof in-housecounselincludingCityAttorney.
20.Waiver
A waiver by eitherpartyofany defaultorbreach by theotherpartyofany term orcondition
of thisAgreement does not limitthe otherparty'srightto enforcesuch term or conditionor to
pursue any availablelegalor equitablerightsintheeventof any subsequentdefaultorbreach.No
covenant,term or agreement shallbe deemed waived by eitherpartyunlesswaived inwriting.
21.InvalidProvision
The invalidityor unenforceabilityof any provisionof thisagreement shallnot affectthe other
provisionshereof,and thisAgreement shallbe construed in allrespectsas ifsuch invalidor
unenforceableprovisionwere omitted.22.Modifications or Alterations
No modificationsor amendment of thisAgreement arevalidunlessevidencedby a writing
signedby thepartieshereto.
23.No Assignment
Itisexpresslyagreed thattheLandowner shallnot assignthisAgreement in whole or in
partwithoutpriorwrittenconsentof the City.
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24.Successors
This Agreement shallbe bindingupon,inureto the benefitof and be enforceableby the
partiesheretoand theirrespectiveheirs,successorsand assignsand specificallytoany subsequent
purchaserofthe annexed property.
25.Covenants toRun with the Land
The partiesintendthatthetermsof thisAgreement shallbenefitthe5532 FOWLER LANE
ANNEXATION and shallbe covenants runningwith the landand shallnot expireattheirdeaths
orupon transferof ownership oftheproperty.
The undersignedaffirmsthatthey have authorityto enterintothisAgreement and to bind
Landowner tothisAgreement.
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IN WITNESS WHEREOF,thepartiesheretohave caused thisagreement tobe executedthe
day and year firstabove written.
DATED this day of ,2025.
LANDOWNER
DG Holdings,LLC
By:Kenneth L.Gordon
Title:Manager
STATE OF fWT )
:ss
COUNTY OF G4 //c];h )
On thisQ4 Ñ day of Jwk/,2025,beforeme,theundersigned,a Notary
Publicforthe Stateof /½T~~,personallyappearedKenneth L.Gordon,known to
me tobe theManager of KDG Holdings,LLC thatexecutedthewithininstrument,and
acknowledged tome thattheyexecuted thesame forand on behalfof KDG Holdings LLC.
IN WITNESS WHEREOF,Ihave hereunto setmy hand and affixedmy officialsealthe
day and yearfirstabove written.
(SEAL)
DEANNAPEQUET (PrintedName Here))ceta fL t i.a-k
NOT R PUBLICf the Notary PublicfortheStateof gnTSEAResidingatBozeman,Montana Residingat Fqes-vteta
No m ,2 My Commission Expires:µt5 oaf
(Use 4 digitsforexpirationyear)
5532 Fowler Lane Annexation Agreement,Application#24-492 15
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CITY OF BOZEMAN
By:Chuck Winn,City Manager
g OF
ATTEST:...•
City Clerk
not4
STATE OF MONTANA )
:ss
COUNTY OF GALLATIN )
On this day of K ,2025,beforeme,a Notary Publicforthe
stateof Montana,personallyappeared Chuck Winn and Mike Maas,known tome tothepersons
describedinand who executedtheforegoinginstrumentas CityManager and City Clerkrespectively,
ofthe City of Bozeman,whose names aresubscribedtothewithininstrumentand acknowledged tome
thatthey executedthe same forand on behalfofsaidCity.
IN WITNESS WHEREOF,Ihave hereuntosetmy hand and affixedmy officialsealtheday and
year firstabove written.
(SEAL)
(Printe ame Here)gÅ r€..D
Notary Publicforthe Sta e ofMontana
y"GE Ÿe)aE
DE
Residing at 3/)Pl)¼\Th
|:¼oTARIA.fortheStateofMontana My Commission Expires:(q/p -Î\02..
SEAL.*Boze Mo tana (Use 4 digitsforexpirationyear)
My CommissionExpires:June11,2029
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EXHIBIT "A"
WAIVER OF RIGHT TO PROTEST
CREATION OF SPECIAL DISTRICT OR SPECIAL IMPROVEMENT DISTRICTS
5532 FOWLER LANE ANNEXATION
The undersigned owner of the realpropertysituatedin the County of Gallatin,Stateof
Montana,and more particularlydescribedas follows:
An areaof landcomprised describedas follows:
A tractoflandbeing theNorth Half oftheSouth Half ofthe Southwest Quarterofthe
Southwest Quarterof Section23 as wellas the30'stripofcontiguousCounty Road Right
ofWay lyingwesterlyof saidtract,
allinTownship 2 South,Range 5 East,P.M.M.,GallatinCounty,Montana,more
particularlydescribedas follows:
BEGINNING ata calculatedpositionon theSectionlinecommon to Sections22 &23
being the Southwest cornerof saidTractfrom which a 5/8"Rebar,the Sectioncorner
common to Sections22,23,26,27bears South 00°05'51"Easta distanceof 332.52 feet;
thenceSouth 89°53'16"West a distanceof 30.00 feetto a calculatedpositionon the
west lineof theFowler Ln.Right of Way
thenceNorth 00°05'51"West along saidRight of Way Line a distanceof332.49 feetto
a calculatedposition;
thence leavingsaidRight ofWay Line North 89°52'12"East a distanceof 1360.14 feet
toa CalculatedPosition;
thence South 00°01'54"West a distanceof 332.91 feettoan "RW Allen"Aluminum
Cap;
thenceSouth 89°53'16"West a distanceof 1329.39 feettothePointofBeginning,
containing10.385 acresmore or less.
SUBJECT to alleasements of recordor apparentfrom visualinspectionof theproperty.
All as depictedon the5532 Fowler Lane Annexation Map
IN CONSIDERATION of receivingapprovalforannexationof the subjectpropertyfrom
the City of Bozeman,along with accompanying rightsand privilegesand forotherand valuable
consideration,thereceiptof which ishereby acknowledged,and inrecognitionof theimpactsto
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a)Streetimprovements to Fowler Lane between Blackwood Road and Stucky Road,
includinglighting,signalization,paving,curb/gutter,sidewalk,and storm drainage.
b)Streetimprovements to Blackwood Road between Fowler Lane and South 19thAvenue,
includinglighting,signalization,paving,curb/gutter,sidewalk,and storm drainage.
For improvement districtsforthedesignand engineering,constructionand maintenance of
following improvements:for streetand transportationimprovements including design and
engineering,paying and subsurface improvements,curb and gutter,sidewalk,stormwater
drainage facilities,broadband,and other dry utilitiesfor the aforementioned street
improvements.
The landowner agreesthe City has thesolerightto controlthedesignand constructionof
such improvements and may includeany of theabove components and othersnecessaryto ensure
such improvements comply with alladopted City infrastructureplansand requirements.Further,
the Landowner waives itsrightor tomake any writtenprotestagainstthe sizeor areaor creation
of the districtto be createdin response to a duly passed resolutionof intentionto createone or
more specialimprovement districtswhich would includetheabove-describedproperty.
In the event a specialdistrictor specialimprovement districtis not utilizedfor the
completion of theseimprovements,the developeragreesto participatein an alternatefinancing
method forthe completionoftheimprovements on a fairshare,proportionatebasisas determined
by theCityon thebasisofthesquarefootageof property,taxablevaluationof theproperty,traffic
contributionfrom thedevelopment ora combination thereof.Landowner understandsand agrees
thattheCitywillchoose creationofa SID orspecialdistrictor an alternativefinancingmethod for
thecompletion of the improvements and may use eitherfinancingoptionatany time.
KDG HOLDINGS,LLC Annexation Agreement,Application#24-492 18
2860183 Page 19 of 24 09/16/2025 04:05:28 PM
This waiver ismade forthe benefitof the propertydescribedhereinshallbe a covenant
runningwith the land.
The terms,covenants and provisionsof thiswaiver shallextend to,and be bindingupon
thesuccessors-in-interestand assignsofthe Landowner.
KDG HOLDINGS,LLC Annexation Agreement,Application#24-492 19
2860183 Page 20 of 24 09/16/2025 04:05:28 PM
LANDOWNER
KDG Holdings,L
By:Kenneth L.Gordon
Title:Manager
STATE OF AT )
;SS
COUNTY OF c //4//h )
On this day of J Ýl7 ,2025,beforeme,theundersigned,a Notary
Publicfort e Stateof /tqT /,personallyappearedKenneth L.Gordon,known to
me to be theManager ofKDG Holdings,LLC thatexecutedthewithininstrument,and
acknowledged tome thattheyexecuted thesame forand on behalfof KDG Holdings LLC.
IN WITNESS WHEREOF,Ihave hereuntosetmy hand and affixedmy officialsealthe
day and year firstabove written.
(SEAL)
DEANNAPEQUET (PrintedName Here)ho Pelf u ekNOTARYPUBLforthe
Notary PublicfortheStateof M T
6
sa Residingatsozeman,Montana Residing at 347eAAMyCommissionExpires
November15,2028 My Commission Expires:/4|/f /a a
(Use 4 digitsforexpirationyear)
KDG HOLDINGS,LLC Annexation Agreement,Application#24-492 20
2860183 Page 21 of 24 09/16/2025 04:05:28 PM
EXHIBIT "B"
WAIVER OF RIGHT TO PROTEST
CREATION OF SPECIAL DISTRICT OR SPECIAL IMPROVEMENT DISTRICTS
5532 FOWLER LANE ANNEXATION
The undersigned owner of the realpropertysituatedin the County of Gallatin,Stateof
Montana,and more particularlydescribedas follows:
An areaof land comprised describedas follows:
A tractof landbeing theNorth Half of the South Half of the Southwest Quarterof the
Southwest Quarterof Section23 as well asthe30'stripof contiguousCounty Road Right
of Way lyingwesterlyofsaidtract,
allin Township 2 South,Range 5 East,P.M.M.,GallatinCounty,Montana,more
particularlydescribedas follows:
BEGINNING ata calculatedpositionon the Sectionlinecommon toSections22 &23
being theSouthwest cornerofsaidTractfrom which a 5/8"Rebar,theSectioncorner
common to Sections22,23,26,27bearsSouth 00°05'51"East a distanceof 332.52 feet;
thenceSouth 89°53'16"West a distanceof 30.00 feettoa calculatedpositionon the
west lineof theFowler Ln.Right of Way
thence North 00°05'51"West along saidRight ofWay Line a distanceof 332.49 feetto
a calculatedposition;
thence leavingsaidRight of Way Line North 89°52'12"Easta distanceof 1360.14 feet
toa CalculatedPosition;
thenceSouth 00°Ol'54"West a distanceof 332.91 feetto an "RW Allen"Aluminum
Cap;
thence South 89°53'16"West a distanceof 1329.39 feettothePointof Beginning,
containing10.385 acresmore or less.
SUBJECT to alleasements of recordor apparentfrom visualinspectionof theproperty.
All as depictedon the5532 Fowler Lane Annexation Map
IN CONSIDERATION of receivingapprovalforannexationof the subjectpropertyfrom
theCity of Bozeman,along with accompanying rightsand privilegesand forotherand valuable
consideration,the receiptofwhich ishereby acknowledged,and inrecognitionoftheimpactsto:
KDG HOLDINGS,LLC Annexation Agreement,Application#24-492 21
2860183 Page 22 of 24 09/16/2025 04:05:28 PM
a)Intersectionimprovements at Blackwood Road and Fowler Lane,including lighting,
signalization/channelization,paving,curb/gutter,sidewalk,and storm drainage.
b)Intersectionimprovements atBlackwood Road and South 27th Avenue,includinglighting,
signalization/channelization,paving,curb/gutter,sidewalk,and storm drainage.
c)Intersectionimprovements at Fowler Lane and West Graf Street,including lighting,
signalization/channelization,paving,curb/gutter,sidewalk,and storm drainage.
which will be caused by the development of the above-describedproperty,the owner has
waived and does hereby waive foritself,itssuccessorsand assignsforevertherighttoprotestthe
creationof one or more specialdistrictsor specialimprovement districtsfortheseintersections
includinglighting,signalization/channelization,paving,curb/gutter,sidewalk,and storm
drainage.
The landowner agreesthe City has thesolerighttocontrolthedesignand constructionof
such improvements and may includeany of theabove components and othersnecessaryto ensure
such improvements comply with alladopted City infrastructureplansand requirements.Further,
the Landowner waives itsrightor tomake any writtenprotestagainstthe sizeor areaor creation
of the districtto be createdin response to a duly passed resolutionof intentionto createone or
more specialimprovement districtswhich would includetheabove-describedproperty.
In the event a specialdistrictor specialimprovement districtis not utilizedfor the
completion of theseimprovements,the developeragreesto participatein an alternatefinancing
method forthe completionoftheimprovements on a fairshare,proportionatebasisas determined
by theCityon thebasisofthesquarefootageof property,taxablevaluationoftheproperty,traffic
contributionfrom thedevelopment or a combination thereof.Landowner understandsand agrees
KDG HOLDINGS,LLC Annexation Agreement,Application#24-492 22
2860183 Page 23 of 24 09/16/2025 04:05:28 PM
thattheCitywillchoose creationofa SID or specialdistrictoran alternativefinancingmethod for
the completionof theimprovements and may use eitherfinancingoptionatany time.
This waiver ismade forthe benefitof the propertydescribedhereinshallbe a covenant
runningwith the land.
The terms,covenants and provisionsof thiswaiver shallextend to,and be binding upon
thesuccessors-in-interestand assignsof theLandowner.
KDG HOLDINGS,LLC Annexation Agreement,Application#24-492 23
2860183 Page 24 of 24 09/16/2025 04:05:28 PM
LANDOWNER
KDG Holdings,LLC
By:Kenneth L.Gordon
Title:Manager
STATE OF ¼F )
:ss
COUNTY OF G4 /l44),)
On this 7 day of 1/v ,2025,beforeme,theundersigned,a Notary
PublicfortheStateof /tdT ,personallyappeared Kenneth L.Gordon,known to
me tobe theManager of KDG Holdings,LLC thatexecutedthewithininstrument,and
acknowledged tome thatthey executedthe same forand on behalfof KDG Holdings LLC.
IN WITNESS WHEREOF,I have hereuntosetmy hand and affixedmy officialsealthe
day and year firstabove written.
(SEAL)
No y UPBC the (PrintedName Here)D&^#ut Pefeed
(sa )*posie
s
it®soza ontana Notag Mc for±e &ate of n T
MyCommissionExpires Residing at So zedNœernw15,2028
My Commission Expires:n //1 /aodf
(Use 4 digitsforexpirationydar)
KDG HOLDINGS,LLC Annexation Agreement,Application#24-492 24