Approving a Third Amendment to Development Agreement with Union at the Marina, LPCity of Dubuque
City Council
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Copyrighted
November 4, 2024
ITEM TITLE: Approving a Third Amendment to Development Agreement
by and between the City of Dubuque, Iowa and Union at the
Marina, LP adding Impact Housing Indiana Corp. as a Party
SUMMARY: City Manager recommending City Council adopt the attached
resolution approving a Third Amendment to Development
Agreement adding Impact Housing Indiana Corp. as a party
and providing that the Property Acquisition Grants provided
for in the Development Agreement will be paid to Impact
Housing Indiana Corp. which will loan the proceeds of the
Grants to Union at the Marina, LP as part of a separate
financing agreement between those two parties.
RESOLUTION Approving A Third Amendment To
Development Agreement By And Between The City Of
Dubuque, Iowa And Union At The Marina, LP
SUGGUESTED Receive and File; Adopt Resolution(s)
DISPOSITION:
ATTACHMENTS:
1. MVM Memo
2. Staff Memo
3. Third Amendment
4. Resolution of Approval
Page 1341 of 2498
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TO: The Honorable Mayor and City Council Members
FROM: Michael C. Van Milligen, City Manager
SUBJECT: Approving a Third Amendment to Development Agreement by and
between the City of Dubuque, Iowa and Union at the Marina, LP adding
Impact Housing Indiana Corp. as a Party
DATE: October 31, 2024
Economic Development Director Jill Connors is recommending City Council adopt the
attached resolution approving a Third Amendment to Development Agreement adding
Impact Housing Indiana Corp. as a party and providing that the Property Acquisition
Grants provided for in the Development Agreement will be paid to Impact Housing
Indiana Corp. which will loan the proceeds of the Grants to Union at the Marina, LP as
part of a separate financing agreement between those two parties.
Union at the Marina, LP has committed to purchasing from the City of Dubuque the
property located at 1860 Hawthorne Street as a site to construct the aforementioned
project.
In order to finance the project, and for tax purposes, Union at the Marina, LP has
requested that its lender, Impact Housing Indiana Corp., be added as a party to the
Development Agreement. The Property Acquisition Grant provided for in the
Development Agreement will be paid to Impact Housing Indiana Corp. which will loan
the proceeds of the Grant to Union at the Marina, LP as part of a separate financing
agreement between those two parties.
I concur with the recommendation and respectfully request Mayor and City Council
approval.
Mic ael C. Van Milligen
MCVM:sv
Attachment
cc: Crenna Brumwell, City Attorney
Cori Burbach, Assistant City Manager
Jill Connors, Economic Development Director
Page 1342 of 2498
Dubuque Economic Development
Department
THE CITY OF ' 50 West 13th Street
A��•AmCMgClf� Dubuque, Iowa 52001-4864
DUB
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TTY (563) 690 6678
http://www.cityofdubuque.org
2007*2012.2013
Masterpiece on the Mississippi 2017*2019
TO: Michael C. Van Milligen, City Manager
FROM: Jill M. Connors, Economic Development Director
SUBJECT: Approving a Third Amendment to Development Agreement by and
between the City of Dubuque, Iowa and Union at the Marina, LP adding
Impact Housing Indiana Corp. as a Party
DATE: October 31, 2024
INTRODUCTION
This memorandum is a request for the City Council to adopt the attached resolution
approving a Third Amendment to Development Agreement dated October 16, 2023, as
amended, by and between the City of Dubuque, Iowa and Union at the Marina, LP
providing for payment of the Property Acquisition Grant to Impact Housing Indiana Corp.
BACKGROUND
Union at the Marina, LP is a subsidiary of The Annex Group. The Annex Group is an
Indiana based multifamily housing developer that creates market -rate, workforce,
affordable, and student housing communities.
The Annex Group began communication with City staff in September 2022, expressing
interest in developing a multi -residential project in the City of Dubuque with the
assistance of the state's 4% Low Income Housing Tax Credit program. The Group
identified 1860 Hawthorne Street — the former Bowling and Beyond site — as a prime
location for its project. The project will create 201 affordable rental units in the North
End of the Greater Downtown Area.
DISCUSSION
Union at the Marina, LP has committed to purchasing from the City of Dubuque the
property located at 1860 Hawthorne Street as a site to construct the aforementioned
project.
Page 1343 of 2498
In order to finance the project, and for tax purposes, Union at the Marina, LP has
requested that its lender, Impact Housing Indiana Corp., be added as a party to the
Development Agreement. The Property Acquisition Grant provided for in the
Development Agreement will be paid to Impact Housing Indiana Corp. which will loan
the proceeds of the Grant to Union at the Marina, LP as part of a separate financing
agreement between those two parties.
RECOMMENDATION/ ACTION STEP
I recommend the City Council adopt the attached resolution approving a Third
Amendment to Development Agreement adding Impact Housing Indiana Corp. as a
party and providing that the Property Acquisition Grants provided for in the
Development Agreement will be paid to Impact Housing Indiana Corp. which will loan
the proceeds of the Grants to Union at the Marina, LP as part of a separate financing
agreement between those two parties.
2
Page 1344 of 2498
THIRD AMENDMENT
TO
PURCHASE AGREEMENT AND DEVELOPMENT AGREEMENT
BY AND AMONG
THE CITY OF DUBUQUE, IOWA,
UNION AT THE MARINA, LP,
IMPACT HOUSING INDIANA CORP.
Whereas, a Purchase Agreement and Development Agreement (hereinafter, the
"Agreement"), dated for reference purposes the 16th day of October, 2023, was entered into by
and between the City of Dubuque, Iowa, a municipality ("City"), acting under authorization of
Iowa Code Chapter 403, as amended, and Union at the Marina, LP, an Iowa limited partnership
("Developer") (collectively the "Parties"); and
Whereas, a First Amendment to the Agreement was entered into by the Parties on
October 24, 2023;
Whereas, a Second Amendment to the Agreement was entered into by the Parties on
December 4, 2023; and
Whereas, the Parties desire to further amend the Agreement as set forth herein.
NOW, THEREFORE, IT IS AGREED BY AND BETWEEN THE PARTIES AS
FOLLOWS:
Section 1. Section 11.1 of the Agreement is hereby deleted in its entirety and replaced
as follows (with changes noted in bold, italics):
11.1 Acquisition Grant to Developer. For and in consideration of Developer's
obligations hereunder to construct the Minimum Improvements, City agrees to
make the Property Acquisition Grant (defined below) to Impact Housing Indiana
Corp., an Indiana nonprofit corporation ("IHI') on the Closing Date in the
following amounts:
The housing incentive acquisition grant for the Property (the "Property Acquisition
Grant") shall be the sum of Twenty Thousand Dollars ($20,000) for every new
residential rental unit created in connection with the Project (which, as of the date
hereof, is contemplated to include 201 residential rental units) but not to exceed the
Property Purchase Price.
The parties agree that the Property Acquisition Grant shall be payable in the form
of grant to IHI at Closing which will be loaned to the Developer to apply toward
the Property Purchase Price.
4885-9189-7072.5
Page 1345 of 2498
Developer shall reimburse City Twenty Thousand Dollars ($20,000) for every
residential rental unit less than 201 units not completed by the Completion Date as
described in Section 10.2. Such reimbursement shall be made not more than 30
days following the Completion Date.
Section 2. IHI joins in the execution of this Amendment to become a party to the
Agreement for purposes of Section 11.1 of the Agreement. IHI will loan the proceeds of the Grant
to Union at the Marina LP, an Iowa limited partnership pursuant to a separate written note
agreement, the form of which is set forth in Exhibit A attached hereto.
Section 3. All other terms and conditions of the Agreement shall remain in full force
and effect.
[Signature Page Follows.]
Page 1346 of 2498
CITY OF DUBUQUE, IOWA
UNION AT TIIF: MARINA, LP,
sin Iowa limited partnership
By: Union at the Marina GP, LLC,
an Indiana limited liability company,
its general partner
By: By: eez�
Name' —.re n . Kyle D. Bach, General Manager
Its: e-
Date: 11 / .5/ �,j 3
ATTEST:
Adrienne N. Breitfelder, City Clerk
Date: to 130 / �-o z y
Joinder to this Amendment and the Agreement for purposes of Section 11.1 of the Agreement:
IHI:
IMPACT HOUSING INDIANA CORP.,
an Indiana nonprofit corporation
By:
Name: C 4 f!siM �.L .7 G vk-o 7-
its:a r-y
Exhibit A
Promissory Note Form
Page 1348 of 2498
PROMISSORY NOTE
$4,020,000
October _, 2024
Indianapolis, Indiana
FOR VALUE RECEIVED, UNION AT THE MARINA, LP, an Iowa limited partnership
('Borrower") hereby promises to pay to the order of IMPACT HOUSING INDIANA CORP.,
an Indiana nonprofit corporation ("Lender" or "Sponsor"), the principal sum of Four Million
Twenty Thousand and 00/100 Dollars ($4,020,000) or such other principal amount as shall have
been disbursed hereunder, at the place and in the manner hereinafter provided, together with
interest thereon at the rate or rates described below without relief from valuation and appraisement
laws.
Definitions.
"Business Day" shall mean a day on which banks are open for business in Indiana.
"Maturity Date" shall mean October _, 2054, provided, however, that the principal
balance of this Promissory Note may be forgiven in the sole discretion of Lender.
2. Loan Rate. Beginning on the date hereof and continuing until the Maturity Date,
interest shall accrue at 3.5% per annum on the unpaid principal balance under this
Promissory Note (the "Loan Rate").
3. Payments. The unpaid principal balance of this Promissory Note, if not sooner
declared to be due in accordance with the terms hereof, together with all accrued
and unpaid interest, shall be due and payable in full on the Maturity Date.
4. Application of Payments. All payments and prepayments on account of the
indebtedness evidenced by this Promissory Note shall be first applied to the unpaid
principal balance of this Promissory Note, and second, to all other sums (other than
principal) then due Lender hereunder.
5. Default Rate. After the expiration of the Maturity Date or the earlier acceleration
of the indebtedness evidenced by this Promissory Note, or if said indebtedness has
not been accelerated, during any period in which an Event of Default (as hereinafter
defined) exists under this Promissory Note, Borrower shall pay interest on the
balance of principal remaining unpaid during any such period at an annual rate (the
"Default Rate") equal to five percent (5%) plus the Loan Rate. The interest
accruing under this paragraph shall be immediately due and payable by Borrower
to the Lender and shall be additional indebtedness evidenced by this Promissory
Note.
6. Exempt Purpose. The Borrower represents and warrants that the housing project
(the "Project") that will be undertaken by the Borrower will satisfy the safe -harbor
requirements contained within Rev. Proc. 96-32 to qualify as a charitable activity,
4883-4522-1104.6
Page 1349 of 2498
and furthermore that the Borrower will undertake all necessary and appropriate
action to ensure that the project continues to satisfy the safe harbor requirements of
Rev. Proc. 96-32 while this Promissory Note remains outstanding.
7. Prepayment. Borrower may voluntarily prepay the principal balance of this
Promissory Note in whole or in part at any time, without any penalty or premium.
8. Method of Payments. All payments of principal hereunder shall be paid by
automatic debit, wire transfer, check or in coin or currency which, at the time or
times of payment, is the legal tender for public and private debts in the United States
of America and shall be made at such place as Lender or the legal holder or holders
of this Promissory Note may from time to time appoint in the payment invoice or
otherwise in writing, and in the absence of such appointment, then at the notice
address of Lender provided herein.
9. Events of Default. The occurrence of the following events shall constitute an
"Event of Default" under this Promissory Note: (a) the failure by Borrower to make
payment of any principal or any other amount due to Lender under this Promissory
Note when any such payment is due in accordance with the terms hereof; and (b)
the failure of Borrower to satisfy the requirements contained within Section 6 of
this Promissory Note. Notwithstanding anything to the contrary contained herein
or in the loan documents, the following shall be permitted without consent of
Lender and shall not constitute an event of default or result in any fee: (i) the
transfer of limited partner interests in Borrower pursuant to the terms of Borrower's
Amended and Restated Agreement of Limited Partnership ("Partnership
Agreement"); (ii) the removal and replacement of the general partner of the
Borrower in accordance with the terms of the Partnership Agreement, and/or (iii)
an amendment of the Partnership Agreement memorializing the transfers or
removal described above.
10. Remedies. At the election of the holder hereof, and without notice, the principal
balance remaining unpaid under this Promissory Note shall be and become
immediately due and payable in full upon the occurrence of any Event of Default.
Failure to exercise this option shall not constitute a waiver of the right to exercise
same in the event of any subsequent Event of Default. No holder hereof shall, by
any act of omission or commission, be deemed to waive any of its rights, remedies
or powers hereunder or otherwise unless such waiver is in writing and signed by
the holder hereof, and then only to the extent specifically set forth therein. The
rights, remedies and powers of the holder hereof, are cumulative and concurrent,
and may be pursued singly, successively or together against Borrower and any other
security given at any time to secure the repayment hereof, all at the sole discretion
of the holder hereof. If any suit or action is instituted or attorneys are employed to
collect this Promissory Note or any part thereof, Borrower promises and agrees to
pay all costs of collection, including reasonable attorneys' fees and court costs.
Notwithstanding the foregoing, Lender shall provide Borrower and WNC Holding,
LLC, a California limited liability company (the "Investor") notice of any Event of
Default pursuant to Section 15 hereof and allow Borrower and Investor thirty (30)
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Page 1350 of 2498
days to cure such Event of Default prior to exercising any remedies provided
hereunder.
11. Covenants and Waivers. Borrower and all others who now or may at any time
become liable for all or any part of the obligations evidenced hereby, expressly
agree hereby to be jointly and severally bound, and jointly and severally: (i) waive
and renounce any and all homestead, redemption and exemption rights and the
benefit of all valuation and appraisement privileges against the indebtedness
evidenced by this Promissory Note or by any extension or renewal hereof, (ii) waive
presentment and demand for payment, notices of nonpayment and of dishonor,
protest of dishonor, and notice of protest; (iii) waive any and all notices in
connection with the delivery and acceptance hereof and all other notices in
connection with the performance, default, or enforcement of the payment hereof or
hereunder except as otherwise provided herein; (iv) waive any and all lack of
diligence and delays in the enforcement of the payment hereof, (v) agree that the
liability of each Borrower, guarantor, endorser or obligor shall be unconditional
and without regard to the liability of any other person or entity for the payment
hereof, and shall not in any manner be affected by any indulgence or forbearance
granted or consented to by Lender to any of them with respect hereto; (vi) consent
to any and all extensions of time, renewals, waivers, or modifications that may be
granted by Lender with respect to the payment or other provisions hereof, and to
the release of any security at any time given for the payment hereof, or any part
thereof, with or without substitution, and to the release of any person or entity liable
for the payment hereof, and (vii) consent to the addition of any and all other makers,
endorsers, guarantors, and other obligors for the payment hereof, and to the
acceptance of any and all other security for the payment hereof, and agree that the
addition of any such makers, endorsers, guarantors or other obligors, or security
shall not affect the liability of Borrower, any guarantor and all others now liable for
all or any part of the obligations evidenced hereby.
12. Other General Agreements.
a. Time is of the essence hereof.
b. This Promissory Note is governed and controlled as to validity,
enforcement, interpretation, construction, effect and in all other respects
by the statutes, laws and decisions of the State of Indiana. This Promissory
Note may not be changed or amended orally but only by an instrument in
writing signed by the party against whom enforcement of the change or
amendment is sought.
c. Lender shall in no event be construed for any purpose to be a partner, joint
venturer, agent or associate of Borrower or of any lessee, operator,
concessionaire or licensee of Borrower in the conduct of its business, and
by the execution of this Promissory Note, Borrower agrees to indemnify,
defend, and hold Lender harmless from and against any and all damages,
costs, expenses and liability that may be incurred by Lender as a result of
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Page 1351 of 2498
a claim that Lender is such partner, joint venturer, agent or associate unless
any such damages, costs, expenses and liability is caused solely by
Lender's gross negligence or willful misconduct.
d. This Promissory Note has been made and delivered in Indianapolis,
Indiana and all value disbursed to or for the benefit of Borrower will be
disbursed in Indianapolis, Indiana.
e. The obligations and liabilities of each Borrower under this Promissory
Note shall be joint and several and shall be binding upon and enforceable
against each Borrower and their respective successors and assigns. This
Promissory Note shall inure to the benefit of and may be enforced by
Lender and its successors and assigns.
f. In the event that any provision of this Promissory Note is deemed to be
invalid by reason of the operation of law, or by reason of the interpretation
placed thereon by any administrative agency or any court, Borrower and
Lender shall negotiate an equitable adjustment in the provisions of the
same in order to effect, to the maximum extent permitted by law, the
purpose of this and the validity and enforceability of the remaining
provisions, or portions or applications thereof, shall not be affected thereby
and shall remain in full force and effect.
13. CONSENT TO JURISDICTION. BORROWER HEREBY AGREES THAT
ALL ACTIONS OR PROCEEDINGS INITIATED BY BORROWER AND
ARISING DIRECTLY OR INDIRECTLY OUT OF THIS PROMISSORY NOTE
SHALL BE LITIGATED IN THE SUPERIOR COURT OF MARION COUNTY,
INDIANA, OR THE UNITED STATES DISTRICT COURT FOR THE
SOUTHERN DISTRICT OF INDIANA, OR, IF LENDER INITIATES SUCH
ACTION, ANY COURT IN WHICH LENDER SHALL INITIATE SUCH
ACTION AND WHICH HAS JURISDICTION. BORROWER HEREBY
EXPRESSLY SUBMITS AND CONSENTS IN ADVANCE TO SUCH
JURISDICTION IN ANY ACTION OR PROCEEDING COMMENCED BY
LENDER IN ANY OF SUCH COURTS, AND HEREBY WAIVES PERSONAL
SERVICE OF THE SUMMONS AND COMPLAINT, OR OTHER PROCESS OR
PAPERS ISSUED THEREIN, AND AGREES THAT SERVICE OF SUCH
SUMMONS AND COMPLAINT OR OTHER PROCESS OR PAPERS MAY BE
MADE BY REGISTERED OR CERTIFIED MAIL ADDRESSED TO
BORROWER AT THE ADDRESS TO WHICH NOTICES ARE TO BE SENT
PURSUANT TO THIS AGREEMENT. BORROWER WAIVES ANY CLAIM
THAT MARION COUNTY, INDIANA, OR THE UNITED STATES DISTRICT
COURT FOR THE SOUTHERN DISTRICT OF INDIANA IS AN
INCONVENIENT FORUM OR AN IMPROPER FORUM BASED ON LACK OF
VENUE. SHOULD BORROWER, AFTER BEING SO SERVED, FAIL TO
APPEAR OR ANSWER TO ANY SUMMONS, COMPLAINT, PROCESS OR
PAPERS SO SERVED WITHIN THE NUMBER OF DAYS PRESCRIBED BY
LAW AFTER THE MAILING THEREOF, BORROWER SHALL BE DEEMED
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Page 1352 of 2498
IN DEFAULT AND AN ORDER AND/OR JUDGMENT MAY BE ENTERED
BY LENDER AGAINST BORROWER AS DEMANDED OR PRAYED FOR IN
SUCH SUMMONS, COMPLAINT, PROCESS OR PAPERS. THE EXCLUSIVE
CHOICE OF FORUM FOR BORROWER SET FORTH IN THIS SECTION
SHALL NOT BE DEEMED TO PRECLUDE THE ENFORCEMENT, BY
LENDER, OF ANY JUDGMENT OBTAINED IN ANY OTHER FORUM OR
THE TAKING, BY LENDER, OF ANY ACTION TO ENFORCE THE SAME IN
ANY OTHER APPROPRIATE JURISDICTION, AND BORROWER HEREBY
WAIVES THE RIGHT, IF ANY, TO COLLATERALLY ATTACK ANY SUCH
JUDGMENT OR ACTION.
14. WAIVER OF JURY TRIAL. LENDER AND BORROWER ACKNOWLEDGE
AND AGREE THAT ANY CONTROVERSY WHICH MAY ARISE UNDER
THIS PROMISSORY NOTE OR WITH RESPECT TO THE TRANSACTIONS
CONTEMPLATED HEREIN AND THEREIN WOULD BE BASED UPON
DIFFICULT AND COMPLEX ISSUES AND THEREFORE, THE PARTIES
VOLUNTARILY, KNOWINGLY AND INTENTIONALLY AGREE THAT
ANY COURT PROCEEDING ARISING OUT OF ANY SUCH
CONTROVERSY WILL BE TRIED IN A COURT OF COMPETENT
JURISDICTION BY A JUDGE SITTING WITHOUT A JURY.
15. Notice. All notices given pursuant or related to this Promissory Note shall be given
in writing to the addresses provided as follows:
BORROWER: UNION AT THE MARINA, LP
409 Massachusetts Avenue, Suite 300
Indianapolis, Indiana 46204
With copy to: WNC Holding, LLC
c/o WNC & Associates, Inc.
17782 Sky Park Circle
Irvine, California 92614-6404
with a copy to:
Kutak Rock LLP
1650 Famam Street
Omaha, Nebraska 68102
Attn: Shane Deaver, Esq.
LENDER: Impact Housing Indiana Corp.
409 Massachusetts Avenue, Suite 300
Indianapolis, Indiana 46204
16. Standstill. Notwithstanding anything to the contrary contained herein, for a
period commencing on the date hereof and continuing until the earlier of (i) the
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Page 1353 of 2498
date that the Investor or its affiliates is no longer a partner in the Borrower or (ii)
the end of the tax credit compliance period ("Standstill Period"), Borrower shall
have no right to declare a default, accelerate the indebtedness or pursue any other
right or remedy under this Note. Borrower waives no rights or remedies it may
have hereunder, but merely agrees not to enforce those rights or remedies until
the end of the Standstill Period.
17. Prohibition on Loan Sale. Lender shall not sell, assign, transfer or convey the
Loan (or any interest in the Loan), other than to an affiliate, without the prior
written consent of Borrower and Investor.
18. Non -Recourse. Notwithstanding anything to the contrary contained in this
Promissory Note, the Loan is a nonrecourse obligation of the Borrower. Neither
Borrower nor any of its partners shall have any personal liability for repayment
of the Loan except in cases of (a) fraud, (b) misappropriation of funds, (c) waste
and/or (d) environmental damage resulting from acts of Borrower or any of its
partners.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
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Page 1354 of 2498
IN WITNESS WHEREOF, Borrower has executed this Promissory Note as of the day
and year first written above.
BORROWER:
UNION AT THE MARINA, LP, an Iowa limited
partnership
By: Union at the Marina GP, LLC, an Indiana
limited liability company, its General Partner
By:
Name:
Title:
Kyle D. Bach
General Manager
[Signature Page — Promissory Note]
Page 1355 of 2498
Prepared By: Jill Connors, City of Dubuque 1300 Main St, Dubuque, IA 52001 (563) 589-4393
Return To: Jill Connors, City of Dubuque 1300 Main St. Dubuque, IA 52001 (563) 589-4393
RESOLUTION NO. 347-24
APPROVING A THIRD AMENDMENT TO DEVELOPMENT AGREEMENT BY AND
BETWEEN THE CITY OF DUBUQUE, IOWA AND UNION AT THE MARINA, LP
WHEREAS, the City of Dubuque and Union at the Marina, LP (Developer) entered
into a Purchase and Development Agreement dated for reference purposes October 16,
2023 for the development of property located at 1860 Hawthorne Street; and
WHEREAS, City and Developer desire to amend the Development Agreement as
set forth in the Third Amendment to Development Agreement attached hereto; and
WHEREAS, it is the determination of the City Council that approval of the Third
Amendment to Development Agreement, for the development of the Property by Union
at the Marina, LP according to the terms and conditions set out in the Third Amendment
to Development Agreement, is in the public interest of the City of Dubuque.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF DUBUQUE, IOWA:
Section 1. That the Third Amendment to Development Agreement by and
between the City of Dubuque and Union at the Marina, LP, a copy of which is attached
hereto, is hereby approved.
Section 2. That the Mayor is hereby authorized and directed to execute the
Third Amendment to Development Agreement on behalf of the City of Dubuque and the
City Clerk is authorized and directed to attest to his signature.
Section 3. That the City Manager is authorized to take such actions as are
necessary to comply with the terms of the Third Amendment to Development Agreement
as herein approved.
Passed, approved and adopted this 41h day of November, 2024.
Attest:
Adrienne N. Breitfelder, City Clerk
CITY ESTOPPEL CERTIFICATE
This City Estoppel Certificate (this "Certificate") is made and given as of the _ day of
November, 2024 by the City of Dubuque, Iowa, a municipality (the "City"), to and for the benefit
of Union at the Marina, LP, an Iowa limited partnership ("Developer"), WNC Holding, LLC, a
California limited liability company, its successors and assigns ("WNC Holding"), and WNC
Housing, L.P., a California limited partnership, its successors and assigns ("WNC Housing";
collectively, WNC Holding and WNC Housing are referred to herein as the "Limited Partner").
WITNESSETH:
WHEREAS, the City entered into that certain Purchase Agreement and Development
Agreement between Union at the Marina, LP, an Iowa limited partnership ("Developer") and the
City of Dubuque, Iowa, a municipality ("City") dated the 16th day of October, 2023, as amended
by that certain First Amendment to Purchase Agreement and Development Agreement dated
October'24, 2023, as amended by that certain Second Amendment to Purchase Agreement and
Development Agreement dated December 4, 2023, as amended by that certain Third Amendment
to Purchase Agreement and Development Agreement dated on or about November 4, 2024, and
subject to Developer's notice of election to extend the Outside Closing Date dated July 18, 2024
(collectively, the "Agreement") with Developer; and
WHEREAS, Section 18.13 of the Agreement provides that the City, at any time and from
time to time, shall execute, acknowledge, and deliver to Developer (or any party upon Developer's
request, including any lender or prospective lender of Developer), an estoppel certificate consistent
with the requirements of the Agreement.
NOW THEREFORE, the City hereby certifies to Developer and Limited Partner as
follows:
1. The Agreement is unmodified and in full force and effect.
2. To the City's knowledge: (i) there are not any uncured defaults on the part of Developer
under the Agreement; and (ii) no condition exists which, with the passage of time, would
constitute a default under the Agreement.
3. The City agrees that the Agreement will not be terminated or amended (to the extent any
such amendment could reasonably be expected to have an adverse effect on the Project
Property) without the prior written consent of the Limited Partner, which consent shall not
be unreasonably conditioned, withheld, or delayed.
4. The Limited Partner shall have the right, but not the obligation, to cure any Event of
Default by Developer, and such cure shall be accepted by the City to the same extent as if
performed or tendered by the Developer. Additionally, a copy of any Notice sent under
the Agreement shall be simultaneously sent to the Limited Partner at the address listed
below:
4855-6400-9202.2
If to Limited Partner: WNC & Associates, Inc.
17782 Sky Park Circle
Irvine, CA 92614-6404
Attn: Asset Management
With a copy to: Kutak Rock LLP
1650 Famam Street
Omaha, Nebraska 68102
Attn: Beth M. Ascher, Esq.
5. The individual signing this Certificate on behalf of the City represents that he/she has
been duly authorized to do so.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK;
SIGNATURE PAGE FOLLOWS]
4855-6400-9202.2
Dated this of November, 2024 at Dubuque, Iowa.
CITY OF DUBUQUE IOWA
Brad K-&` vanagh, Mayor
4855-6400-9202.2