Eagle Point Bluff Scaling_Tree Removal Settlement AgreementTHE CTTY OF Dubuque
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DUB E ~ar~
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Masterpiece on the Mississippi
2007
TO: The Honorable Mayor and City Council Members
FROM: Michael C. Van Milligen, City Manager
SUBJECT: Eagle Point Bluff Scaling and Tree Removal -Settlement Agreement
between the City and Royal Oaks Development Corporation
DATE: August 12, 2008
In May 2005, the City Council approved the selection of Kleinfelder, Inc., an engineering
firm from Bellevue, Washington to conduct a study of the Eagle Point Bluff, in response
to concerns over the instability of the bluff following construction activities by Royal
Oaks Development. Kleinfelder, Inc. completed the study in October 2005.
Kleinfelder, Inc. made several recommendations to stabilize the bluff based on the
eventual use of the property below the bluff depending on whether the use is
commercial, residential or undeveloped. Kleinfelder, Inc. also recommended scaling the
loose rocks and removing trees from the brow of the bluff regardless of the eventual use
of the property below the bluff.
The rock scaling and tree removal was completed by Hi-Tech Rockfall Construction and
was inspected by Kleinfelder, Inc. The total cost of the project was $70,907.06
As directed by City Council, Royal Oaks Development was requested to reimburse the
City.
Royal Oaks has agreed to reimburse the City for the rock scaling and tree removal,
including the engineering cost associated with the work. A proposed Settlement
Agreement is attached. In return for the reimbursement payment, the City will release
Royal Oaks from any further claims related to damage to the bluff. The Settlement
Agreement also recites the requirement for an engineering study for any future
proposed development of the Royal Oaks site.
City Attorney Barry Lindahl recommends acceptance of the $70,907.06 payment and
approval of the Settlement Agreement.
I concur with the recommendation and respectfully request Mayor and City Council
approval.
/ ~ .
Michael .Van Milligen
MCVM/Iw
Attachment
cc: Barry Lindahl, City Attorney
Cindy Steinhauser, Assistant City Manager
THE CITY OF
DUB E
Masterpiece on the Mississippi
BARRY LINDAHL
CITY ATTORNEY
To: Jeanne Schneider
City Clerk
DATE: August 11, 2008
MEMORANDUM
~i~
RE: Eagle Point Bluff Scaling and Tree Removal -Settlement Agreement
between the City and Royal Oaks Development Corporation
Attached for the August 18, 2008 agenda are duplicate originals of the Settlement
Agreement executed by A.J. Spiegel on behalf of Royal Oaks Development Corporation.
I would appreciate it if you would please return a fully executed original to me once it is
approved by the City Council.
Thank you.
THE CITY OF
DUB E
Masterpiece on the
BARRY LIND
CITY ATTOR
MEMORANDUM
To: Michael C. Van Milligen
City Manager
DATE: August 11, 2008
RE: Eagle Point Bluff Scaling and Tree Removal -Settlement Agreement
between the City and Royal Oaks Development Corporation
In May 2005, the City Council approved the selection of Kleinfelder, Inc., an engineering
firm from Bellevue, Washington to conduct a study of the Eagle Point Bluff, in response
to concerns over the instability of the bluff following construction activities by Royal
Oaks Development. Kleinfelder, Inc. completed the study in October 2005.
Kleinfelder, Inc. made several recommendations to stabilize the bluff based on the
eventual use of the property below the bluff depending on whether the use is
commercial, residential, or undeveloped. Kleinfelder, Inc. also recommended scaling
the loose rocks and removing trees from the brow of the bluff regardless of the eventual
use of the property below the bluff.
In response to the Kleinfelder, Inc. report the City Council amended the City of Dubuque
Code of Ordinances requiring an engineering study for proposed bluff construction.
Prior to any further development of the Royal Oaks property, City of Dubuque Code of
Ordinances Section 11-57 will require that the building permit indicate whether the
construction is on bluff land or land adjacent to a bluff. If the construction is on bluff land
or land adjacent to a bluff, prior to the issuance of a permit, the Building Official may
require the developer to fund an engineering study or studies, to determine whether the
bluff land, land adjacent to a bluff, or adjacent bluff is sufficiently stable to allow for the
construction or use. If the Building Official determines, based upon the engineering
study or studies, that the bluff land, land adjacent to a bluff, or adjacent bluff is not
sufficiently stable to allow for the construction or use, the Building Official may require
as a condition of the issuance of the permit such stabilization or other measures as the
engineering study or studies recommend to make the bluff land, land adjacent to a bluff,
or adjacent bluff sufficiently stable to allow for the construction or use.
Also in response to the Kleinfelder, Inc. report, in May of 2006, the City Council
authorized the hiring of Kleinfelder, Inc. to develop bid documents for the rock scaling
OFFICE OF THE CITY ATTORNEY DUBUQUE, IOWA
SUITE 330, HARBOR VIEW PLACE, 300 MAIN STREET DUBUQUE, IA 52001-6944
TELEPHONE (563) 583-4113 / FAx (563) 583-1040 / EnnAIL balesq@cityofdubuque.org
and tree removal from the brow of the bluff and to inspect the work when it was
performed. In August of 2007, the City awarded a contract for the rock scaling and tree
removal to Hi-Tech Rockfall Construction, Inc. of Forest Grove, Oregon.
The rock scaling and tree removal was completed by Hi-Tech Rockfall Construction,
Inc. and was inspected by Kleinfelder, Inc. The total cost of the project was as follows:
Hi-Tech Rockfall Construction, Inc. invoice $61,392.50
Kleinfelder, Inc. invoice $9,514.56
Total $70,907.06
Because the work that resulted in the need for the rock scaling and tree removal project
was a Royal Oaks Development project, the City Council directed that Royal Oaks
Development be requested to reimburse the City for the cost of the rock scaling and
tree removal
Royal Oaks has agreed to reimburse the City for the rock scaling and tree removal,
including the engineering costs associated with the work. A proposed Settlement
Agreement is attached. In return for the reimbursement payment, the City will release
Royal Oaks from any further claims related to damage to the bluff. The Settlement
Agreement also recites the requirement for an engineering study for any future
proposed development of the Royal Oaks site. I have also asked Attorney Les Reddick
to review the Settlement Agreement. Les has approved the form of the Settlement
Agreement.
I recommend that the Settlement Agreement by submitted to the City Council for
consideration and approval.
cc: Cindy Steinhauser, Assistant City Manager
Gus Psihoyos, City Engineer
Les Reddick, Esq.
Stephen J. Juergens, Esq.
F:\USERS\tsteckle\Lindahl\Eagle Point Park Rock Face\Mayorcouncil_RoyalOaksSettlementAgreement081808Agenda_081108.doc
SETTLEMENT AGREEMENT
This Settlement Agreement (hereinafter referred to as "Agreement:") is entered
into on this 18th day of August 2008 by and between the CITY OF
DUBUQUE, IOWA, an Iowa municipal corporation (hereinafter referred to as
"City"), and ROYAL OAKS DEVELOPMENT CORPORATION, an Iowa
corporation (hereinafter referred to as "Royal Oaks").
RECITALS
A. Royal Oaks is the owner of real property legally described as:
"TOLLBRIDGE PLACE, in the City of Dubuque, Iowa, according to the recorded
Plat thereof'. The City is the owner of abutting real property legally described as Lot
1 of Lot 1 of Lot 1 of Lot 1 of Lot 1 of Lot 1 of Lot 1 of Mineral Lot 305A, Sec. 7,
T89N, R3E.
Included in a portion of each property is a limestone (dolomite) bluff known as
the "Eagle Point Bluff' ("bluff').
B. The Eagle Point Toll Bridge was constructed around 1901-1902, during
which bluff material was quarried and excavated to make room for the bridge
approach road and foundation. The bridge was closed in 1982 and a restaurant was
constructed and operated at the base of the bluff until 2003. Royal Oaks acquired the
property on November 1, 2002.
C. A large limestone quarry operated on the adjacent property to the south
of the Royal Oaks/City properties from 1874 to the mid-1900's. The bluff was
quarried and excavated during this period.
D. In connection with a condominium construction project by Royal Oaks,
on September 8, 2003 the City issued a blasting permit to Kasbohm Drilling, Inc., an
independent subcontractor of Tschiggfrie Excavating, Inc., Royal Oaks' independent
excavation contractor. The permit specifically authorized the "knock[ing] loose
material from [Royal Oaks' portion of the] Bluff to secure bluff'.
E. On September 16, 2003 Tschiggfrie and Kasbohm began excavating the
Royal Oaks' portion of the bluff by controlled blasting and mechanical (track hoe)
methods.
F. Kasbohm Drilling, Inc. performed the controlled blasting commencing
in September, 2003. The City Engineer's office periodically monitored and observed
the blasting performed by Kasbohm on the bluff. In addition, Kasbohm provided
daily blasting reports to the City for its review.
G. The City's Fire Department required an increase in the planned and
previously City-approved turning radius of the driveway in front of the proposed
condominium building. This, in turn, required moving Royal Oaks' proposed
building farther to the west and closer to the Royal Oaks' west property line/City's
east property line.
H. On October 7, 2003 the City issued an Amended Permit permitting
"removal of rock from property to a distance of 5' west of east line of City Park
property" measured horizontally to accommodate the relocation of the building as
required by the City.
I. Some small rocks fell from the bluff on October 22, 2003.
J. The controlled blasting by Kasbohm was completed on November 19,
2003.
K. On January 8, 2004 the City issued Royal Oaks a permit to remove rock
from the City-owned bluff area west of the Royal Oaks' property to eliminate the
potential danger from falling rock.
L. On January 8 and January 9, 2004 Royal Oaks' independent contractor,
Jim Schroeder Construction, Incorporated, utilized a wrecking ball to remove loose
rock and potential hazards caused by winter freeze/thaw conditions from the City-
owned portion of the bluff. The City Engineer's office periodically monitored and
observed the wrecking ball usage by Jim Schroeder Construction, Incorporated.
M. Additional, large rocks fell from the bluff on February 28, 2004.
N. Royal Oaks, voluntarily and at its expense, retained an independent
contractor McGhie & Betts Environmental Services, Inc. of Rochester, Minnesota to
conduct an investigation to evaluate the rock removal and the rock falls, to inspect
and evaluate the current condition of the bluff, and to make recommendations to
stabilize the rock face, if necessary. McGhie & Betts issued its "Rock Face
Investigation report on May 12, 2004. The McGhie & Betts Report concluded (a)
that the February 28, 2004 rock failure occurred "along a natural joint face" during the
"spring freeze/thaw cycle"; (b) that "the earlier excavation and slope failure exposed
six other rock wedge slabs" which "could fail in a fashion similar to the earlier
[February 28, 2004] landslide"; and (c) that one of these rock slabs "currently
supports the dilapidated concrete step that formerly provided access to the bluff face
from Eagle Point Park". The McGhie & Betts Report ultimately concluded that
sections of the bluff were unstable and that additional rock removal was required.
O. Royal Oaks provided a complete copy of the McGhie & Betts Roclc
Face Investigation Report to the City on May 20, 2004 and requested advices from
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the City "as to the procedure to be followed to .obtain permission from the City to
remove the unstable rock from the City-owned bluff area".
P. Photographs of the bluff taken in September, 2003 and prior to
excavation by Royal Oaks clearly evidence the fractured nature of the bluff. In
general, rock bluffs in the Dubuque area are near vertical in nature. Minor erosion
and weathering is prevalent and occasional rock falls are commonplace. Rock falls
occurred at the former quarry site south of the Royal Oaks/City properties. All or
portions of the pre-existing and naturally precarious rock on the City-owned portion
of the bluff could eventually have fallen as a result of natural forces, even without any
blasting or wrecking ball usage on the bluff.
Q. In litigation filed in Iowa District Court, Dubuque County by
individuals challenging the City's re-zoning of the Royal Oaks' property, Judge
Lawrence Fautsch issued an Order on June 4, 2004 finding that the City-owned
portion of the bluff "was dangerous even before the [Royal Oaks' condominium]
project began" and the City "merely allowed an adjoining property owner [Royal
Oaks] to excavate material from the City-owned real estate that was dangerous even
before the project began, at no cost to the City". These findings were based upon
evidence provided to the Court by the City and Royal Oaks.
R. Following receipt of the McGhie & Betts report from Royal Oaks, the
City issued a "Request for Proposals for Eagle Point Bluff Study". The McGhie &
Betts report was attached to the Request for Proposals.
S. Thereafter, the City retained as its own consulting engineers
Kleinfelder, Inc. of Bellevue, Washington to conduct the Eagle Point Bluff study.
Kleinfelder issued its "Phase I -Rock Slope Investigation Report" on October 3,
2005. The Kleinfelder Report concluded (a) that "because of the fractured nature of
the [Eagle Point bluff] rock mass, it is suspected that minor rockfall occurred at the
bluff (prior to the 2003 excavation)" and that photographs taken prior to the 2003
excavation show "the fractured nature of the bluff even prior to the 2003 excavation";
(b) that it "could not establish if the blasting of 2003 lead to overbreak and instability
of the bluff'; (c) that "the blasting was in general accordance with the accepted
standard procedures and guidelines for blasting set forth by the FHWA [Federal
Highway Administration] and the International Society of Explosive Engineers
(ISEE)"; (d) "the use of a wrecking ball to remove loose rock inay have exacerbated
the stability of the rock slope because of the disturbance created by striking the wall";
and (e) that the 2003 excavation of the bluff by Royal Oalcs' contractors in 2003 and
2004 created an "oversteeping of the bluff'. Royal Oaks disputes contentions (d) and
(e). Royal Oaks further contends that under Iowa law it has not liable to the City for
the negligence or fault, if any, of its independent contractors, including, but not
limited to, Tschiggfrie, Kasbohm, Schroeder, and McGhie & Betts citing Kragel v.
Wal-Mart Stores, Inc., 537 N.W.2d 699, 702 (Iowa 1995), and LaFleur v. LaFleur,
452 N.W.2d 406, 408 (Iowa 1990). The Kleinfelder Report ultimately recommended
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various options to stabilize the bluff, including controlled blasting, scaling loose rocks
and removing trees from the bluff, rock bolts, horizontal drains, and wire mesh
protection. Kleinfelder's estimated stabilization costs ranged from $80,000 to
$250,000, depending upon future development on the Royal Oaks' property.
T. Prior to any further development of the bluff, City of Dubuque Code of
Ordinances Section 11-57 will require that the building permit shall indicate whether
the construction is on bluff land or land adjacent to a bluff. If the construction is on
bluff land or land adjacent to a bluff, prior to the issuance of a permit, the Building
Official may require the developer to fund an engineering study or studies, to
determine whether the bluff land, land adjacent to a bluff, or adjacent bluff is
sufficiently stable to allow for the construction or use. If the Building Official
determines, based upon the engineering study or studies, that the bluff land, land
adjacent to a bluff, or adjacent bluff is not sufficiently stable to allow for the
construction or use, the Building Official may require as a condition of the issuance
of the permit such stabilization or other measures as the engineering study or studies
recommend to make the bluff land, land adjacent to a bluff, or adjacent bluff
sufficiently stable to allow for the construction or use.
U. In May, 2006 the City retained Kleinfelder to develop competitive bid
documents for the rock scaling and tree removal from the brow of the bluff
recommended by Kleinfelder and to inspect the work when completed.
V. In August, 2007 the City accepted a competitive bid from Hi-Tech
Rockfall Construction, Inc. of Forest Grove, Oregon for the rock scaling and tree
removal recommended by Kleinfelder. Hi-Tech completed the rock scaling and tree
removal and its work was inspected and found to be satisfactory by Kleinfelder.
W. On December 5, 2007 the City Manager by letter requested that Royal
Oaks reimburse it fora $9,514.56 invoice the City paid to Kleinfelder and for a
$67,392.50 invoice the City paid to Hi-Tech.
THEREFORE, for good and valuable consideration, the receipt and sufficiency
of which is hereby acknowledged, the parties agree upon the following mutual terms
and conditions:
1. Payment by Royal Oaks. Royal Oaks will pay to City the sum of
$70,907.06.
2. Release by City. City agrees to accept the payment provided for in
Paragraph 1 herein in full resolution and satisfaction of and hereby irrevocably and
unconditionally releases and forever discharges Royal Oaks, its officers, directors,
shareholders, employees, representatives, agents, insurers, and contractors, including,
but not limited to, A. J. Spiegel, Tschiggfrie Excavating, Inc., Kasbohm Drilling, Inc.,
Jim Schroeder Construction, Incorporated, McGhie & Betts Environmental Services,
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Inc., their officers, directors, shareholders, employees, representatives, agents,
insurers, and contractors, and all other persons, firms, and corporations (collectively
"Releasees"), from any and all liability whatsoever, including all claims, demands,
and causes of action of every nature affecting City, which it may have or hereafter
ever claim to have by reason of:
(a) any and all of City's internal and external past, present, and
future engineering costs related to the bluff, including, but not limited. to, amounts
paid or owing to Kleinfelder, Inc.;
(b) any and all remedial work actually performed on the bluff or
recommended by Kleinfelder, Inc. to be performed on the bluff, past, present, and
future, including, but not limited to, amounts paid or owing to Hi-Tech Rockfall
Construction, Inc.;
(c) any and all damage, past, present, and future, caused, claimed to
have been caused, or which could be claimed to have been caused, in whole or in part,
by Releasees or any of them to the bluff, including, but not limited to, by blasting or
mechanical means, including track hoes and/or wrecking balls; or work on the bluff
performed prior to the date of this Agreement by Releasees or any of them;
(d) any and all damage to the bluff, past, present, and future,
reported or identified in the McGhie & Betts Rock Face Investigation report of May
12, 2004, damage to the bluff which could have been reported or identified in said
report, and damage to the bluff which could have been prevented by remedial
measures recommended in said report;
(e) any and all damage to the bluff, past, present, and future,
reported or identified in the Kleinfelder, Inc. report of October 3, 2005, damage to the
bluff which could have been reported or identified in said report, and damage to the
bluff which could have been prevented by remedial measures recommended in said
report;
and
(f) any and all past, present, and future rock falls, rock slides, or
land slides on or from the bluff resulting, in whole or in part, from natural forces or
causes.
3. Citxs Covenant Not to Sue. In exchange for the payment described in
Paragraph 1, City agrees not to bring any lawsuit or claim against any Releasee with
respect to any claim, demand, action, or cause of action described in Paragraph 2
herein.
4. Other Agreements by City and Royal Oaks. City and Royal Oaks
further hereby agree:
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(a) that the City's release in Paragraph 2 and covenant not to sue in
Paragraph 3 herein covers all damages, whether known or not and which may
hereafter appear or develop arising from the City's claims described in Paragraph 2
herein.
(b) that the payment described in Paragraph 1 herein is all that the
City will receive for its claims described in Paragraph 2 herein and no promise for
any other or further consideration has been made by Releasees or anyone.
(c) that this Agreement is executed as a compromise settlement of a
disputed claim, liability for which is expressly denied by Releasees, and that the City
and Royal Oaks agree that neither this Agreement nor their performance hereunder
constitutes any admission by any Releasee of any violation of any federal, state, or
local law, regulation, common law, breach of any contract or duty, tort, or any other
wrongdoing of any type. City acknowledges that Releasees have denied, and
continue to deny, that they have any liability to City.
(d) that City is executing this Agreement solely in reliance upon its
own knowledge, belief, and judgment and not upon any representations made by
Releasees or any of them or others in their behalf; and that Royal Oaks is executing
this Agreement solely in reliance upon its own knowledge, belief, and judgment and
not upon any representations made by City or others in its behalf.
5. Miscellaneous.
(a) This Agreement contains the entire understanding between the
parties with respect to the subject matter hereof and supersedes all prior agreements
or understandings between the parties or any of them, with respect to the subject
matter hereof.
(b) This Agreement shall be binding upon and inure to the benefit of
and shall be enforceable by and against the parties hereto and their respective
successors, assigns, heirs, personal representatives and beneficiaries..
(c) This Agreement shall be governed by and construed in
accordance with the laws of the State of Iowa.
(d) This Agreement may be signed via counterparts and/or via
facsimile signatures, which, when taken together, shall constitute an original, fully
executed and binding Agreement.
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CITY OF DUBUQUE, IOWA
By: Roy D. Buol, Mayor
ROYAL OAKS DEVELOPMENT
CORPORATION
By: A.J. Spiegel, President
Attest: Jeanne F. Schneider, City Clerk