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Herrig, John, Annexation, Voluntary D'i:;~~E ~ck.~ MEMORANDUM December 12, 2006 TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Herrig Voluntary Annexation Planning Services Manager Laura Carstens recommends City Council approval of the voluntary annexation and annexation agreement of John and Sally Jo Herrig for the annexation of 112.10 acres of property south of Derby Grange Road. I concur with the recommendation and respectfully request Mayor and City Council approval. III ~~/J;t MiChael c. Van Milligen MCVM/jh Attachment cc: Barry Lindahl, City Attorney Cindy Steinhauser, Assistant City Manager Laura Carstens, Planning Services Manager ,) Dii~~E ~<k~ MEMORANDUM December 11, 2006 TO: Michael Van Milligen, City Manager FROM: Laura Carstens, Planning Services Manager -;;;~ RE: Herrig Voluntary Annexation The City Council has a public hearing on December 18, 2006 on the voluntary annexation request of John and Sally Jo Herrig for voluntary annexation of 112.10 acres of property south of Derby Grange Road. The City Council and the State of Iowa's City Development Board approved the Herrigs' voluntary annexation request earlier this year in connection with voluntary annexation requests by Wendell Corey, Motor City Development, and Dean and Patricia Butler. Upon submitting the annexation to the Dubuque County Recorder's Office, the City Development Board was notified that there is a typographical error in the legal description for the Herrig property on some of the documents filed with this application. To correct this error, a new public hearing notice, resolution, and annexation agreement were prepared with the correct legal description. The public hearing notice was mailed and published in accordance with State annexation law. Mr. and Mrs. Herrig have signed the enclosed annexation agreement. We received one inquiry from an adjoining property owner about the rezoning of Herrigs' property. Earlier this year, the City Council approved the Herrigs' request for rezoning concurrent with annexation. The rezoning request has been approved, and is not a subject of the additional public hearing needed to correct the legal description for the voluntary annexation request. I recommend that the City Council approve the Herrigs' voluntary annexation and annexation agreement, and then forward the necessary documentation to the City Development Board for public hearing and approval. Enclosure Prepared b1' Barry A. Lindahl 300 Klein Street Suite 330 Dubuque IA 52001 583 583-4113 Retum to: Jeanne Schneider, City Clerk Address: City Hall, 50 W. 13th St 7elephcne: 589-4120 AGREEMENT BETWEEN THE CITY OF DUBUQUE, IOWA AND JOHN W. AND SALLY JO HERRIG This Agreement, dated the _ day of , 2006, is made and entered into by, between and among the City of Dubuque, Iowa (City) and John W. and Sally Jo Herrig (Developers). WHEREAS, Developers are the owners of the real properly shown on Exhibit A, incorporated herein by reference, and legally described as follows: Lot 1 of Lot 2 of the SW '/. of the SE %. of Section 8, T89N, R2E of the 5~' P.M. in Dubuque County, Iowa (parcel ID # 1008451003) Lot 1 of Butlers Hill Second Addition, T89N, R2E of the 5"' P.M. in Dubuque County, Iowa (parcel ID # 1008376003); Lot 3 of Butler's Hill Second Addition, T89N, R2E of the 5"' P.M. in Dubuque County, Iowa (parcel tD # 1008451004); Lot 2 of the N 'r4 of the SW %. of Section 8, T89N, R2E of the 5cn P.M. in Dubuque County, Iowa (parcel ID # 1008328003); and SW %. of the SW Y. of Section 8, T89N, R2E of the 5"' P.M. in Dubuque County, Iowa (parcel ID # 1008351001); and WHEREAS, Developers intend to request City to annex the Property; and 4 Prepared by Barry A. Lindah1300 Main Street Suite 330 Dubuque IA 52001 563 583-4113 Return to: Jeanne Schneider, City Clerk Address: City Hall, 50 W. 13th St. Telephone: 589-4120 AGREEMENT BETWEEN THE CITY OF DUBUQUE, IOWA AND JOHN W. AND SALLY JO HERRIG This Agreement, dated the _ day of , 2006, is made and entered into by, between and among the City of Dubuque, Iowa (City) and John W. and Sally Jo Herrig (Developers). WHEREAS, Developers are the owners of the real property shown on Exhibit A, incorporated herein by reference, and legally described as follows: Lot 1 of Lot 2 of the SW '/. of the SE '/. of Section 8, T89N, R2E of the Stn P.M. in Dubuque County, Iowa (parcel ID # 1008451003) Lot 1 of Butler's Hill Second Addition, T89N, R2E of the 5m P.M. in Dubuque County, Iowa (parcel ID # 1008376003); Lot 3 of Butler's Hill Second Addition, T89N, R2E of the Stn P.M. in Dubuque County, Iowa (parcel ID # 1008451004); Lot 2 of the N % of the SW '/< of Section 8, T89N, R2E of the Stn P.M. in Dubuque County, Iowa (parcel ID # 1008328003); and SW '/, of the SW '/. of Section 8, T89N, R2E of the Stn P.M. in Dubuque County, Iowa (parcel ID # 1008351001); and WHEREAS, Developers intend to request City to annex the Property; and 1 WHEREAS, as an incentive to Developers to voluntarily apply to City to annex the Property, City is willing to enter into this Agreement, but only upon the terms and conditions set forth herein. NOW, THEREFORE, IT IS AGREED BY AND BETWEEN THE PARTIES AS FOLLOWS: 1. This Agreement is subject to a final order of the City Development Board, after the exhaustion of any and all appeals from the action of the Board or the expiration of the time within which such appeals may be brought, approving the voluntary annexation of the Property. In the event the City Development Board order approves such annexation as to less than all of the Property, this Agreement shall be null and void with respect to any of the Property not included in the Board's order. 2. Upon the filing of Developers' application for voluntary annexation, City shall promptly consider the application and if the application is approved by the City Council, transmit the application to the City Development Board as provided by law. Developers agree not to withdraw the application or any part thereof after its filing with City. 3. City intends to construct a sanitary sewer which will be available to serve the Property. The fee for sanitary sewer connection of lots in the Property to City's sewer system shall be as follows: a. For the portion of the Property designated as the A-1 District on Exhibit A incorporated herein by reference, the fee for connection to the sewer system shall be $5,000.00 provided that such A-1 District shall be developed and used exclusively for Developers' personal residence. The fee shall be paid to City upon connection of Developers' personal residence to City's sewer system. If the A-1 District is developed for any purpose other than for Developers' personal residence, Developers shall pay the connection fee of $500.00 per acre for any property developed for any purpose other than the Developers' personal residence. The $500.00 per acre fee shall be paid within twelve (12) months after final plat approval for each phase for any property developed for any purpose other than the Developers' personal residence. b. Developers shall pay the $500.00 per acre connection fee for any property designated C-3 General Commercial District on Exhibit A incorporated herein by reference. Developers agree to pay the connection fee to City for each lot sold by Developers at the time of the sale of each lot and based upon the acreage of the lot. City shall have no obligation to issue a permit for connection of any lot to the sanitary system prior to the payment of the fee for such lot. Regardless of the number of lots sold by Developers, if any, however, Developers shall pay to City by no later than five (5) years from the date of this Agreement the entire balance of the connection fee based on the total acreage of the C-3 General Commercial District. c. Developers shall pay the $500.00 per acre connection fee for any property designated R-2 Moderate Density Multi-Family Residential District on Exhibit A 2 incorporated herein by reference. Developers agree to pay the connection fee to City for each lot sold by Developers at the time of the sale of each lot, based upon the acreage of the lot sold. City shall have no obligation to issue a permit for connection of any lot to the sanitary system prior to the payment of the fee for such lot. Regardless of the number of lots sold by Developers, if any, however, Developers shall pay to City by no later than five (5) years from the date of this Agreement the entire balance of the connection fee based on the total acreage of the R-2 Moderate Density Multi-Family Residential District. 4. City shall provide an interest-free loan to Developers in an amount not to exceed $150,000 for the construction of a sanitary sewer to serve Phase 1 of the R-2 District. To be eligible for this loan, the work must be bid and contracted by City and is subject to City bidding requirements. a. Developers shall cause to be prepared at their expense by an Iowa licensed professional engineer and submit to City all plans, specifications, and construction documents for the sewer necessary for City review and approval and to comply with the requirements of state law for public improvement contracts so that City can bid the project and award the contract as a City project. If the cost of the selected bid exceeds the loan funds offered by City, the Developers shall have the option to contract separately for the improvements in excess of the loan funds offered, or to pay City's cost of the improvements in excess of the loan funds offered to City prior to bid award, or to reduce the scope of the project to match the loan funds offered by City. b. Upon completion of the construction of the sewer, all dwellings constructed in the R-2 District shall be connected to City's sewer. c. City shall establish a loan repayment schedule of payments to be paid by Developers to City at the time of the sale of each R-2 lot. Each such payment shall be credited toward Developers' loan. Not later than five (5) years from the date of this Agreement, the entire balance of the loan shall be paid by Developers to City. d. As security for the loan by City to Developers, Developers shall, prior to the award of a contract for the construction of the sewer, execute and deliver to City, in a form acceptable to City a promissory note and mortgage encumbering the Property or such other security as may be acceptable to the City Manager in the City Manager's sole discretion. 5. City shall provide an interest-free loan to Developers in an amount not to exceed $50,000 for the construction of a water main to serve Phase 1 of the R-2 District. To be eligible for this loan, the work must be bid and contracted by City and is subject to City bidding requirements. a. Developers shall cause to be prepared at their expense by an Iowa licensed professional engineer and submit to City all plans, specifications, and construction documents necessary for the water main for City for City review and approval and to 3 comply with the requirements of state law for public improvement contracts so that City can bid the project and award the contract as a City project. If the cost of the selected bid exceeds the loan funds offered by City, the Developers shall have the .option to contract separately for the improvements in excess of the loan funds offered, or to pay City's cost of the improvements in excess of the loan funds offered to City prior to bid award, or to reduce the scope of the project to match the loan funds offered by City. b. Upon completion of the construction of the water main, all dwellings constructed in the R-2 District shall be connected to the water main. c. City shall establish loan repayment schedule of payments to be paid by Developers to City at the time of the sale of each R-2 lot identified in Phase I of this development. Each such payment shall be credited toward Developers' loan. Not later than five (5) years from the date of this Agreement, the entire balance of the loan shall be paid by Developers to City. d. As security for the loan by City to Developers, Developers shall, prior to the award of a contract for the construction of the water main, execute and deliver to City, in a form acceptable to City a promissory note and mortgage encumbering the Property or such other security as may be acceptable to the City Manager in the City Manager's sole discretion. e. City shall pay to Developers the difference between the material cost of 8-inch and 12-inch water main for water main that the City Manager determines in the City Manager's sole discretion is required by City for future development, provided that City shall have no obligation to pay Developers such difference in the material cost for water main which the City Manager determines in the City Manager's sole discretion is required by Developers to support the construction and the development of the Property. 6. The loans provided under paragraphs 5 and 6 are being made for services to principally residential development. Any benefit to future commercial development is incidental only. 7. City agrees if Developers' annexation application is approved by the City Council, the resolution approving the application shall provide for the transition for the imposition of city taxes against the Property. The Property shall be entitled to the following partial exemption from taxation for city taxes for a period of five years: a. For the first year, seventy-five percent (75%). b. For the second year, sixty percent (60%). c. For the third year, forty-five percent (45%). d. For the fourth year, thirty percent (30%). e. For the fifth year, fifteen percent (15%). 4 The five-year period shall begin when the Property is placed on City tax rolls by Dubuque County. Lots sold after that date shall receive the partial exemption percentage only for the remaining years of the five-year period. 8. City agrees to waive the $1,000 rezoning fee. 9. Failure by Developer to pay any connection fee when due shall constitute a material breach of this Agreement for which City may suspend further performance of its obligations under this Agreement until such breach is remedied. 10. This Agreement shall apply to and bind the heirs, successors, and assigns of the parties. 11. All understandings and agreements, if any, previously made between the parties hereto are merged in this Agreement, which alone fully and completely expresses their understanding with respect to the subject of this Agreement. This Agreement may not be modified except by an amendment executed by both of the parties. 12. Upon execution of this Agreement, City shall promptly record this Agreement with the Dubuque County Recorder. CITY OF DUBUQUE, IOWA Roy D. Buol, Mayor Attest: Jeanne F. Schneider, CMC, City Clerk STATE OF IOWA DUBUQUE COUNTY ss: On this 18th day of December , 2006, before me, the undersigned, a Notary Public in and for said County and State, personally appeared ROY D. BUOL and JEANNE F. SCHNEIDER, to me personally known, who being by me duly sworn, did say that they are the Mayor and City Clerk, respectively, of the City of Dubuque, Iowa, a municipal corporation; that the seal affixed to the foregoing instrument is the corporate seal of the corporation; that said instrument was signed and sealed on behalf of the corporation by authority of its City council, as cont fined in Resolution No.609-06 passed by the City Council on the 18th day of December, 2006, and that ROY D. BUOL and JEANNE F. SCHNEIDER acknowledged the execution of the foregoing instrument to be their voluntary act and deed of the corporation by it and by them voluntarily executed. notary public SUSAN M. WINTER COMMISSION NO.7 53274 MY COMMISSfON EXPIRES 2/14/08 STATE OF IOWA DUBUQUE COUNTY ss. On this 2nd day of November 2006, before me, the undersigned, a Notary Public in and for said State, personally appeared JOHN W. HERRIG and SALLY JO HERRIG, to me personally known, who being by me duly sworn, did say that they are the Property Owners; and that the said JOHN W. HERRIG and SALLY JO HERRIG, acknowledged the execution of said instrument to be the voluntary act and deed of said corporation, by it and by them voluntarily executed. Notary Public in and for said State JODEE A. THEISEN Commission Number 725872 My commission expires 7/20/07 WHEREAS, as an incentive to Developers to voluntarily apply to City to annex the Property, City is willing to enter into this Agreement, but only upon the terms and conditions setforth herein. NOW, THEREFORE, IT IS AGREED BY AND BETWEEN THE PARTIES AS FOLLOWS: 1. This Agreement is subject to a final order of the City Development Board, after the exhaustion of any and all appeals from the action of the Board or the expiration of the time within which such appeals may be brought, approving the voluntary annexation of the Property. In the event the City Development Board order approves such annexation as to less than all of the Property, this Agreement shall be null and void with respect to any of the Property not included in the Board's order. 2. Upon the filing of Developers' application for voluntary annexation, City shall promptly consider the application and if the application is approved by the City Council, transmit the application to the City Development Board as provided by law. Developers agree not to withdraw the application or any part thereof after its filing with City. 3. City intends to construct a sanitary sewer which will be available to serve the Property. The fee for sanitary sewer connection of lots in the Property to City's sewer system shall be as follows: a. For the portion of the Property designated as the A-1 District on Exhibit A incorporated herein by reference, the fee for connection to the sewer system shall be $5,000.00 provided that such A-1 District shall be developed and used exclusively for Developers' personal residence. The fee shall be paid to City upon connection of Developers' personal residence to City's sewer system. If the A-1 District is developed for any purpose other than for Developers' personal residence, Developers shall pay the connection fee of $500.00 per acre for any property developed for any purpose other than the Developers' personal residence. The $500.00 per acre fee shall be paid within twelve (12) months after final plat approval for each phase for any property developed for any purpose other than the Developers' personal residence. b. Developers shall pay the $500.00 per acre connection fee for any property designated C-3 General Commercial District on Exhibit A incorporated herein by reference. Developers agree to pay the connection fee to City for each lot sold by Developers at the time of the sale of each lot and based upon the acreage of the lot. City shall have no obligation to issue a permit for connection of any lot to the sanitary system prior to the payment of the fee for such lot. Regardless of the number of lots sold by Developers, if any, however, Developers shall pay to City by no later than five (5) years from the date of this Agreement the entire balance of the connection fee based on the total acreage of the C-3 General Commercial District. c. Developers shall pay the $500.00 per acre connection fee for any property designated R-2 Moderate Density Multi-Family Residential District on Exhibit A 2 Incorporated herein by reference. Developers agree to pay the connection fee to City for each lot sold by Developers at the time of the sale of each lot, based upon the acreage of the lot sold. City shall have no obligation to Issue a permit for connection of any lot to the sanitary system prior to the payment of the fee for such lot. Regardless of the number of lots sold by Developers, if any, however, Developers shall pay to City by no later than five (5) years from the date of this Agreement the entire balance of the connection fee based on the total acreage of the R-2 Moderate Density Multi-Family Residential District. 4. City shall provide an interest-free loan to Developers in an amount not to exceed $150,000 for the construction of a sanitary sewer to serve Phase 1 of the R-2 District. To be eligible for this loan, the work must be bid and contracted by City and Is subject to City bidding requirements. a. Developers shall cause to be prepared at their expense by an Iowa licensed professional engineer and submit to City all plans, specifications, and construction documents for the sewer necessary for City review and approval and to comply with the requirements of state law for public improvement contracts so that City can bid the project and award the contract as a City project. If the cost of the selected bid exceeds the loan funds offered by City, the Developers shall have the option to contract separately for the improvements in excess of the loan funds offered, or to pay City's cost of the improvements in excess of the loan funds offered to City prior to bid award, or to reduce the scope of the project to match the loan funds offered by City. b. Upon completion of the construction of the sewer, all dwellings constructed in the R-2 District shall be connected to City's sewer. c. City shall establish a loan repayment schedule of payments to be paid by Developers to City at the time of the sale of each R-2 lot. Each such payment shall be credited toward Developers' loan. Not later than five (5) years from the date of this Agreement, the entire balance of the loan shall be paid by Developers to City. d. As security for the loan by City to Developers, Developers shall, prior to the award of a contract for the construction of the sewer, execute and deliver to City, in a form acceptable to City a promissory note and mortgage encumbering the Property or such other security as may be acceptable to the City Manager In the City Manager's sole discretion. 5. City shall provide an interest-free loan to Developers In an amount not to exceed $50,000 for the construction of a water main to serve Phase 1 of the R-2 District. To be eligible for this loan, the work must be bid and contracted by City and is subject to City bidding requirements. a. Developers shall cause to be prepared at their expense by an Iowa licensed profeSSional engineer and submit to City all plans, specifications, and construction documents necessary for the water main for City for City review and approval and to 3 comply with the requirements of state law for public improvement contracts so that City can bid the project and award the contract as a City project. If the cost of the selected bid exceeds the loan funds offered by City, the Developers shall have the option to contract separately for the improvements in excess of the loan funds offered, or to pay City's cost of the improvements in excess of the loan funds offered to City prior to bid award, or to reduce the scope of the project to match the loan funds offered by City. b. Upon completion of the construction of the water main, all dwellings constructed in the R-2 District shall be connected to the water main. c. City shall establish loan repayment schedule of payments to be paid by Developers to City at the time of the sale of each R-2 lot identified in Phase I of this development. Each such payment shall be credited toward Developers' loan. Not later than five (5) years from the date of this Agreement, the entire balance of the loan shall be paid by Developers to City. d. As security for the loan by City to Developers, Developers shall, prior to the award of a contract for the construction of the water main, execute and deliver to City, in a form acceptable to City a promissory note and mortgage encumbering the Property or such other security as may be acceptable to the City Manager in the City Manager's sole discretion. e. City shall pay to Developers the difference between the material cost of 8-inch and 12-inch water main for water main that the City Manager determines in the City Manager's sole discretion is required by City for future development, provided that City shall have no obligation to pay Developers such difference in the material cost for water main which the City Manager determines in the City Manager's sole discretion is required by Developers to support the construction and the development of the Property. 6. The loans provided under paragraphs 5 and 6 are being made for services to principally residential development. Any benefit to future commercial development is incidental only. 7. City agrees if Developers' annexation application is approved by the City Council, the resolution approving the application shall provide for the transition for the imposition of city taxes against the Property. The Property shall be entitled to the following partial exemption from taxation for city taxes for a period of fIVe years: a. For the first year, seventy-five percent (75%). b. For the second year, sixty percent (60%). c. For the third year, forty-fIVe percent (45%). d. For the fourth year, thirty percent (30%). e. For the fifth year, fifteen percent (15%). 4 The five-year period shall begin when the Property is placed on City tax rolls by Dubuque County. Lots sold after that date shall receive the partial exemption percentage only for the remaining years of the five-year period. 8. City agrees to waive the $1,000 rezoning fee. 9. Failure by Developer to pay any connection fee when due shall constitute a material breach of this Agreement for which City may suspend further performance of its obligations under this Agreement until such breach is remedied. 10. This Agreement shall apply to and bind the heirs, successors, and assigns of the parties. 11. All understandings and agreements, if any, previously made between the parties hereto are merged in this Agreement, which alone fully and completely expresses their understanding with respect to the subject of this Agreement. This Agreement may not be modified except by an amendment executed by both of the parties. 12. Upon execution of this Agreement, City shall promptly record this Agreement with the Dubuque County Recorder. CITY OF DUBUQUE, IOWA Attest: Jeanne F. Schneider, CMC City Clerk By: Roy D. Buol Mayor STATE OF IOWA DUBUQUE COUNTY ) ) ) ss: On this day of , 2006, before me, the undersigned, a Notary Public in and for said County and State, personally appeared ROY D. BUOL and JEANNE F. SCHNEIDER, to me personally known, who being by me duly sworn, did say that they are the Mayor and City Clerk, respectively, of the City of Dubuque, Iowa, a municipal corporation; that the seal affixed to the foregoing instrument is the corporate seal of the corporation; that said instrument was signed and sealed on behalf of the corporation by authority of its City Council, as contained in Resolution No. passed by the City Council on the _ day of . 2006, and that ROY D. BUOL and JEANNE F. SCHNEIDER acknowledged the execution of the foregoing instrument to be their voluntary act and deed and the voluntary act and deed of the corporation, by it and by them voluntarily executed. Notary Public in and for said State 5 . .' STATE OF IOWA DUBUQUE COUNTY ) ) ) $S. On this ~;l,(\~ day of -,)Jnll,.. ~^"' 2006, before me, the undersigned, a Notary Public in and for said State, personally appeared JOHN W. HERRIG and SALLY JO HERRIG, to me personally known, who being by me duly sworn, did say that they are the Property Owners; and that the said JOHN W. HERRIG and SALLY JO HERRIG, acknowledged the execution of said instrument to be the voluntary act and deed of said corporation, by it and by them voluntarily executed. a ry Public in and for said State :i.'" f ~ ... JOOEE A,. THEISEN Commllllon Number 12:6872 My Comml..lon bplftl 7. ~D 7 6 I JlL I ~1 rz b 1 I ~ "~" ~ 4 ~~ ~ ~ I. II Ii oS ~~ '" "J~~ I 1;,'\\ xl 'Uf::J 1Il 8 '" ~JI _. E J'~ ~ ~ ~ 1 ~ en L d~ll>\ \ ~ ~ ~ :c So.. I 'If-...... '- ~/I ~r _ ~ Q) Ie::, '-""\~ '- / c: ?~ ~~ ~ Ji~ o ~\ t Q) c.. o So.. a..f7 c: o <(~ ...,ca :ex .- Q) .cc: x c: W<( r- -' - --' f " - . RE DCl~>;:,:,~ ",. c-- ~ ------ --~v ,/ / ').. [~~~ ~~ v * , ~1 ~~ ~ ::>f l:5 ~ .l.", .~~.. ~/7 l/ I ;}fY' ~ A/ f--' ~ \..~- ~r U F '1!, \ l!l\\ -r\\ j!l E ::J ~ () <:- E ~ Lill~~IDI \~I ~b }::D-I II HOLLlD :or j ,~, . I ~ <.)..... . ~.E-l>-.!! .i! :l! ,., ~, 'E moO '9 ::J :g ~'" ~ 1: en ~ ~~u~..~~~ ~asc60~~~~ g ~08 .E~ em ~<b .0 CD 0_ Ote) 8 ' .i1 00; -,_ Or-- 0 1...1 v- ii t- 1- L. r r'-, \~: i I =' \-~ a>, , ~i L__,_.. \ \ l'> ., c' . ~. \ \ '. ~ a ~ g ~ . ~ & j; II t 1 .' ~ <2 i ~ . Q 'Ie ,,' f~ 1i ~i .s>X--" ~ ~ 'I("-s- \ E" ~ al ~.,.' ., ,,~l ~ ___ 2: ~VJ \ ;,y ~ ",go ~f---\~~. /'-"~ lu - // PtNEHU itl!lx ~-' ~ - a .. '--",:C o r-- oooMH ~r-000M3 ~ i'OOOMll ...J\ ___ ~ r----30n~ ;.", /-~l '( ,.....1 " ...II i"'" ~:z,.: / I~\ ~~()9KI-jI!:.\-S '\ ;X_.l~+ (i^ ~', _ ~J is ,.-- , j-l(Nl'in~n...\ " ~~- . ~l \ \._~ ~'I- ::!) J..(' ..1- ijlL/ SUN21~ N """,,-- t-/!/JIJ. J 11tJ ---= Prepared by Barry A. Lindahl 300 Main Street Suite 330 Dubuque IA 52001 563 583-4113 Return to: Jeanne Schneider, City Clerk Address: City Hall, 50 W. t3th St. Telephone: 589-4120 AGREEMENT BETWEEN THE CITY OF DUBUQUE, IOWA AND JOHN W. AND SALLY JO HERRIG This Agreement, dated the _ day of , 2006, is made and entered into by, between and among the City of Dubuque, Iowa (City) and John W. and Sally Jo Herrig (Developers). WHEREAS, Developers are the owners of the real property shown on Exhibit A, incorporated herein by reference, and legally described as follows: Lot 1 of Lot 2 of the SW Y4 of the SE '/4 of Section 8, T89N, R2E of the Stn P.M. in Dubuque County, Iowa (parcel ID # 1008451003) Lot 1 of Butler's Hill Second Addition, T89N, R2E of the Stn P.M. in Dubuque County, Iowa (parcel ID # 1008376003); Lot 3 of Butler's Hill Second Addition, T89N, R2E of the Stn P.M. in Dubuque County, Iowa (parcel ID # 1008451004); Lot 2 of the N %2 of the SW '/< of Section 8, T89N, R2E of the Stn P.M. in Dubuque County, Iowa (parcel ID # 1008328003); and SW '/4 of the SW Y< of Section 8, T89N, R2E of the Stn P.M. in Dubuque County, Iowa (parcel ID # 1008351001); and WHEREAS, Developers intend to request City to annex the Property; and 1 Prepared by Laura Carstens City Planner Address: CityHall. 50 W. 13th St Telephone: 589-4210 Return to: Jeanne Schneider. City Clerk Address: City Hall- 50 W. 13 '~St- Telephone: 589-4121 RESOLUTION NO. 609 - 06 RESOLUTION APPROVING APPLICATION FOR VOLUNTARY ANNEXATION OF TERRITORY OWNED BY JOHN W. AND SALLY JO HERRIG Whereas, John W. and Sally Jo Herrig, as property owners have submitted a written application for voluntary annexation of approximately 112.10 acres of territory lying outside the corporate limits of the City of Dubuque, Iowa, as shown in Exhibit A and legally described as: Lot 1 of Lot 2 of the SW 1/4 of the SE 1/4, of Section 8, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcel ID # 1008451003) Lot 1 of Butler's Hill Second Addition, T89N, R2E of the 5"' P.M. in Dubuque County, Iowa (parcel ID # 1008376003); Lot 3 of Butler's Hill Second Addition, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcel ID # 1008451004); Lot 2 of the N 1/2 of the SW1/4 of Section 8, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcel ID # 1008328003); and SW1/4. of the SW 1/4, of Section 8, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcel ID # 1008351001); Whereas, the annexation territory is not subject to an existing annexation moratorium; and Whereas, the annexation territory does not include any state or railroad property; and Resolution No. - 06 Page 2 Whereas, the annexation territory includes 0.647 of adjacent County road right- of-way to the centerline of Derby grange Road; and Whereas, Chapter 368 of the Code of Iowa authorizes the extension of City limits in situations of this character by adoption of a resolution and notification as required by State regulations; and Whereas, this request has been found to be consistent with the Comprehensive Plan and the Proposed Land Use Map of the Comprehensive Plan; and Whereas, the future growth and development of the City of Dubuque, Iowa makes it desirable that said territory be made part of the City of Dubuque, Iowa. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF DUBUQUE, IOWA: Section 1. That the corporate limits of Dubuque, Iowa be and they are hereby extended to include the territory as legally described above and as shown in Exhibit A. Section 2. The territory hereby annexed shall become part of the 11"' Precinct of the 2ndl Ward of the City of Dubuque, Iowa. Section 3. The City shall provide for the transition for the imposition of City taxes against property owner's property, as provided by Chapter 368 of the Code of Iowa. That property owner's property shall be entitled to the following partial exemption from taxation for City taxes for a period of five years: a. For the first year, seventy-five percent (75%). b. For the second year, sixty percent (60%). c. For the third year, forty-five percent (45%). d. For the fourth year, thirty percent (30%). e. For the fifth year, fifteen percent (15%). The five-year period shall begin when the Property is placed on City tax rolls by Dubuque County. Lots sold after that date shall receive the partial exemption percentage only for the remaining years of the five-year period. Section 4. That the City Clerk shall file this resolution, all exhibits and the petition for voluntary annexation with the State of Iowa in accordance with State Regulations. Resolution No. _ - O6 Page 3 Passed, approved and adopted this 18t" day of December, 2006. Roy D. Buol Mayor Attest: Jeanne F. Schneider, City Clerk WHEREAS, as an incentive to Developers to voluntarily apply to City to annex the Property, City is willing to enter into this Agreement, but only upon the terms and conditions set forth herein. NOW, THEREFORE, IT IS AGREED BY AND BETWEEN THE PARTIES AS FOllOWS: 1. This Agreement is subject to a final order of the City Development Board, after the exhaustion of any and all appeals from the action of the Board or the expiration of the time within which such appeals may be brought, approving the voluntary annexation of the Property. In the event the City Development Board order approves such annexation as to less than all of the Property, this Agreement shall be null and void with respect to any of the Property not included in the Board's order. 2. Upon the filing of Developers' application for voluntary annexation, City shall promptly consider the application and if the application is approved by the City Council, transmit the application to the City Development Board as provided by law. Developers agree not to withdraw the application or any part thereof after its filing with City. 3. City intends to construct a sanitary sewer which will be available to serve the Property. The fee for sanitary sewer connection of lots in the Property to City's sewer system shall be as follows: a. For the portion of the Property designated as the A-1 District on Exhibit A incorporated herein by reference, the fee for connection to the sewer system shall be $5,000.00 provided that such A-1 District shall be developed and used exclusively for Developers' personal residence. The fee shall be paid to City upon connection of Developers' personal residence to City's sewer system. If the A-1 District is developed for any purpose other than for Developers' personal residence, Developers shall pay the connection fee of $500.00 per acre for any property developed for any purpose other than the Developers' personal residence. The $500.00 per acre fee shall be paid within twelve (12) months after final plat approval for each phase for any property developed for any purpose other than the Developers' personal residence. b. Developers shall pay the $500.00 per acre connection fee for any property designated C-3 General Commercial District on Exhibit A incorporated herein by reference. Developers agree to pay the connection fee to City for each lot sold by Developers at the time of the sale of each lot and based upon the acreage of the lot. City shall have no obligation to issue a permit for connection of any lot to the sanitary system prior to the payment of the fee for such lot. Regardless of the number of lots sold by Developers, if any, however, Developers shall pay to City by no later than five (5) years from the date of this Agreement the entire balance of the connection fee based on the total acreage of the C-3 General Commercial District. c. Developers shall pay the $500.00 per acre connection fee for any property designated R-2 Moderate Density Multi-Family Residential District on Exhibit A 2 incorporated herein by reference. Developers agree to pay the connection fee to City for each lot sold by Developers at the time of the sale of each lot, based upon the acreage of the lot sold. City shall have no obligation to issue a permit for connection of any lot to the sanitary system prior to the payment of the fee for such lot. Regardless of the number of lots sold by Developers, if any, however, Developers shall pay to City by no later than five (5) years from the date of this Agreement the entire balance of the connection fee based on the total acreage of the R-2 Moderate Density Multi-Family Residential District. 4. City shall provide an interest-free loan to Developers in an amount not to exceed $150,000 for the construction of a sanitary sewer to serve Phase 1 of the R-2 District. To be eligible for this loan, the work must be bid and contracted by City and is subject to City bidding requirements. a. Developers shall cause to be prepared at their expense by an Iowa licensed professional engineer and submit to City all plans, specifications, and construction documents for the sewer necessary for City review and approval and to comply with the requirements of state law for public improvement contracts so that City can bid the project and award the contract as a City project. If the cost of the selected bid exceeds the loan funds offered by City, the Developers shall have the option to contract separately for the improvements in excess of the loan funds offered, or to pay City's cost of the improvements in excess of the loan funds offered to City prior to bid award, or to reduce the scope of the project to match the loan funds offered by City. b. Upon completion of the construction of the sewer, all dwellings constructed in the R-2 District shall be connected to City's sewer. c. City shall establish a loan repayment schedule of payments to be paid by Developers to City at the time of the sale of each R-2 lot. Each such payment shall be credited toward Developers' loan. Not later than five (5) years from the date of this Agreement, the entire balance of the loan shall be paid by Developers to City. d. As security for the loan by City to Developers, Developers shall, prior to the award of a contract for the construction of the sewer, execute and deliver to City, in a form acceptable to City a promissory note and mortgage encumbering the Property or such other security as may be acceptable to the City Manager in the City Manager's sole discretion. 5. City shall provide an interest-free loan to Developers in an amount not to exceed $50,000 for the construction of a water main to serve Phase 1 of the R-2 District. To be eligible for this loan, the work must be bid and contracted by City and is subject to City bidding requirements. a. Developers shall cause to be prepared at their expense by an Iowa licensed professional engineer and submit to City all plans, specifications, and construction documents necessary for the water main for City for City review and approval and to 3 comply with the requirements of state law for public improvement contracts so that City can bid the project and award the contract as a City project. If the cost of the selected bid exceeds the loan funds offered by City, the Developers shall have the option to contract separately for the improvements in excess of the loan funds offered, or to pay City's cost of the improvements in excess of the loan funds offered to City prior to bid award, or to reduce the scope of the project to match the loan funds offered by City. b. Upon completion of the construction of the water main, all dwellings constructed in the R-2 District shall be connected to the water main. c. City shall establish loan repayment schedule of payments to be paid by Developers to City at the time of the sale of each R-2 lot identified in Phase I of this development. Each such payment shall be credited toward Developers' loan. Not later than five (5) years from the date of this Agreement, the entire balance of the loan shall be paid by Developers to City. d. As security for the loan by City to Developers, Developers shall, prior to the award of a contract for the construction of the water main, execute and deliver to City, in a form acceptable to City a promissory note and mortgage encumbering the Property or such other security as may be acceptable to the City Manager in the City Manager's sole discretion. e. City shall pay to Developers the difference between the material cost of 8-inch and 12-inch water main for water main that the City Manager determines in the City Manager's sole discretion is required by City for future development, provided that City shall have no obligation to pay Developers such difference in the material cost for water main which the City Manager determines in the City Manager's sole discretion is required by Developers to support the construction and the development of the Property. 6. The loans provided under paragraphs 5 and 6 are being made for services to principally residential development. Any benefit to future commercial development is incidental only. 7. City agrees if Developers' annexation application is approved by the City Council, the resolution approving the application shall provide for the transition for the imposition of city taxes against the Property. The Property shall be entitled to the following partial exemption from taxation for city taxes for a period of five years: a. For the first year, seventy-five percent (75%). b. For the second year, sixty percent (60%). c. For the third year, forty-five percent (45%). d. For the fourth year, thirty percent (30%). e. For the fifth year, fifteen percent (15%). 4 The five-year period shall begin when the Property is placed on City tax rolls by Dubuque County. Lots sold after that date shall receive the partial exemption percentage only for the remaining years of the five-year period. 8. City agrees to waive the $1,000 rezoning fee. 9. Failure by Developer to pay any connection fee when due shall constitute a material breach of this Agreement for which City may suspend further performance of its obligations under this Agreement until such breach is remedied. 10. This Agreement shall apply to and bind the heirs, successors, and assigns of the parties. 11. All understandings and agreements, if any, previously made between the parties hereto are merged in this Agreement, which alone fully and completely expresses their understanding with respect to the subject of this Agreement. This Agreement may not be modified except by an amendment executed by both of the parties. 12. Upon execution of this Agreement, City shall promptly record this Agreement with the Dubuque County Recorder. CITY OF DUBUQUE, IOWA Attest: Jeanne F. Schneider, CMC City Clerk By: Roy D. Buol Mayor STATE OF IOWA DUBUQUE COUNTY ) ) ) ss: On this day of , 2006, before me, the undersigned, a Notary Public in and for said County and State, personally appeared ROY D. BUOL and JEANNE F. SCHNEIDER, to me personally known, who being by me duly sworn, did say that they are the Mayor and City Clerk, respectively, of the City of Dubuque, Iowa, a municipal corporation; that the seal affixed to the foregoing instrument is the corporate seal of the corporation; that said instrument was signed and sealed on behalf of the corporation by authority of its City Council, as contained in Resolution No. passed by the City Council on the _ day of , 2006, and that ROY D. BUOL and JEANNE F. SCHNEIDER acknowledged the execution of the foregoing instrument to be their voluntary act and deed and the voluntary act and deed of the corporation, by it and by them voluntarily executed. Notary Public in and for said State 5 DEVELOPE S #;./ n W. Herrig =- ( STATE OF IOWA ) ) ) ss. DUBUQUE COUNTY On this ,':.)~,'\ <~ day of AI n 1/f'1M k~ 2006, before me, the undersigned, a Notary Public in and for said State, personally appeared JOHN W. HERRIG and SALLY JO HERRIG, to me personally known, who being by me duly sworn, did say that they are the Property Owners; and that the said JOHN W. HERRIG and SALLY JO HERRIG, acknowledged the execution of said instrument to be the voluntary act and deed of said corporation, by it and by them voluntarily executed. a MAl\. ary Public in and for said State ,.Q"'I"'..... I;) : 7 '!A-___~ /0" ~ JODEE A. THEISEN Comm!ulor, Number 12S8n Wy COil'.mllllon Elplru 1,;),0 7 6 tI:rt II II L~LL1D y ( F= L c ~ ~ ~ .'" u . . . 01 E . I "' . ~ ~ W ~ ~ OOOMl- I ,.. OOOM3 ~ ~- ~::l aOOMl:I tI) ~ <50 ~ 30ml ~e 8~ ~ Ii ~ ~~ ~ ~ ~l~ ~d:Jl _ :!s.~ // ""lL ~~i ~ii. PINEIi!! ..lI ~ I" :~l ~ b 7 v J I ~~ Ijif~il,'; I 7 ~"J..r\ en I '" ~ ~ \ 'CI\: ~ : ~I 1sj~~ ~~ ~ i1, ~ ~ 1 S }J ~ I' ~ i <l: ~ :1: ,\y ~ ENT~'( I ,-'-.1 / / ~/ \ 0 J!I ~ ~ '" ,~.:,'..,fi:~ ?~~..jf~'f f~ u en LIT I <lX.l",. ~ ",,~F ~ a. en Q)s.... /If.:.. '-- I' 'It mil \ \]\e::; ~ C 10 .;t'. ~ 3= if ~ ~ o ~\ t Q) c.. o s.... a..~ c o <(~ +-,CO .- >< Q) C >< C W<( , ' t>> ~ I 'E ...J >- I/J ~ '" ~E o i:3 ..l. :.:i ~U) ~ .2 Z;> =!Il 0 ~U) u.- <<l B"o - ~ (J) nJ ::!!: U) a:: 0 Q) c6a '>.~ ~nJ ~ l::"-- Q) 0 c:...... :::::l .eN.....l'lJ:::::leg .c ~~ 8~ 80 6 L]I~IDI -' ~,.L..L \ ~/ 13 ~b -' ~ 1_ Ii .~ \,.-- n: , '" \, ~dRE r .M.... .... - ----- l-- . .c .- ..c :?Q9 ~ J~:/ 0<: OOKHIL~ I/~ ~ ~ .c~~~~ ,VZ fh,XY/f' I '" ::L.-'IM >p -=> t~ ~\ -z, "r ;\'\ - t IH 1il NW\: - !l) SUN~ z o I I:l . /~ 1- ,\,~ ~ f~ f i ~ ",~Y; V,~I 2Yrr \'7: AI r-- C.'. L' '-- 4'" -c9 U ? J!l E ::J '" <3 ~ " .0 :! -. ?i ~.--' ~'- Y\ ~ ~ /~y i5ii~~E ~ck~ MEMORANDUM November 15, 2006 TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Herrig Annexation -- Corrected Legal Description Planning Services Manager Laura Carstens recommends the City Council set a public hearing for December 18, 2006, to correct a typographical error in the legal description for the previously-approved annexation of 112.10 acres owned John and Sally Jo Herrig south of Derby Grange Road. I concur with the recommendation and respectfully request Mayor and City Council approval. ft1 (~)~l~ __ Micliael C. Van Milligen MCVM/jh Attachment cc: Barry Lindahl, City Attorney Cindy Steinhauser, Assistant City Manager Laura Carstens, Planning Services Manager DU~~E ~Yk-~ MEMORANDUM November 9, 2006 FROM: Michael Van Milligen, City Manager Laura Carstens, Planning Services Manager ~ TO: RE: Herrig Annexation -- Corrected Legal Description The City Council and the State of Iowa's City Development Board approved the request of John and Sally Jo Herrig for voluntary annexation of 112.10 acres of property south of Derby Grange Road earlier this year in connection with voluntary annexation requests by Wendell Corey, Motor City Development, and Dean and Patricia Butler. Upon submitting the annexation to the Dubuque County Recorder's Office, the City Development Board was notified that there is a typographical error in the legal description for the Herrig property on some of the documents filed with this application. The legal description for one parcel was incorrectly identified as being in the southwest y.. of Section 8 on the public hearing notice, the resolution, and the annexation agreement. The parcel actually is in the southeast y.. of Section 8. After consulting with the City Development Board, Assistant City Attorney Tim O'Brien has advised that filing a correction affidavit to correct this error is not sufficient. He is recommending that the City Council re-hold the public hearing on the Herrig request. A new public hearing notice, resolution, and annexation agreement have been prepared with the correct legal description. I recommend that the City Council set the public hearing for December 18, 2006, to meet state notification requirements, and then re-approve the annexation and agreement. Enclosures Prepared by: Laura Carstens. Cilv Planner Address: Cilv Hall. 50 W. 13th St Telephone: 589-4210 Return to: Jeanne Schneider Cilv Clerk Address: Cilv Hal~ 50 W. 13m St Telephone: 589-4121 RESOLUTION NO. -06 RESOLUTION APPROVING APPLICATION FOR VOLUNTARY ANNEXATION OF TERRITORY OWNED BY JOHN W. AND SALLY JO HERRIG Whereas, John W. and Sally Jo Herrig, as property owners have submitted a written application for voluntary annexation of approximately 112.10 acres of territory lying outside the corporate limits of the City of Dubuque, Iowa, as shown in Exhibit A and legally described as: Lot 1 of Lot 2 of the SW 'l4ofthe SE 'l4 of Section 8, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcellD # 1008451003) Lot 1 of Butler's Hill Second Addition, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcellD # 1008376003); Lot 3 of Butler's Hill Second Addition, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcellD # 1008451004); Lot 2 of the N Yo of the SW 'l4 of Section 8, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcellD # 1008328003); and SW 'l4 of the SW 'l4 of Section 8, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcellD # 1008351001); Whereas, the annexation territory is not subject to an existing annexation moratorium; and Whereas, the annexation territory does not include any state or railroad property; and Resolution No. - 06 Page 2 Whereas, the annexation territory includes 0.647 of adjacent County road right- of-way to the centerline of Derby grange Road; and Whereas, Chapter 368 of the Code of Iowa authorizes the extension of City limits in situations of this character by adoption of a resolution and notification as required by State regulations; and Whereas, this request has been found to be consistent with the Comprehensive Plan and the Proposed Land Use Map of the Comprehensive Plan; and Whereas, the future growth and development of the City of Dubuque, Iowa makes it desirable that said territory be made part of the City of Dubuque, Iowa. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF DUBUQUE, IOWA: Section 1. That the corporate limits of Dubuque, Iowa be and they are hereby extended to include the territory as legally described above and as shown in Exhibit A. Section 2. The territory hereby annexed shall become part of the 11th Precinct of the 2nd Ward of the City of Dubuque, Iowa. Section 3. The City shall provide for the transition for the imposition of City taxes against property owner's property, as provided by Chapter 368 of the Code of Iowa. That property owner's property shall be entitled to the following partial exemption from taxation for City taxes for a period of five years: a. For the first year, seventy-five percent (75%). b. For the second year, sixty percent (60%). c. For the third year, forty-five percent (45%). d. For the fourth year, thirty percent (30%). e. For the fifth year, fifteen percent (15%). The five-year period shall begin when the Property is placed on City tax rolls by Dubuque County. Lots sold after that date shall receive the partial exemption percentage only for the remaining years of the five-year period. Section 4. That the City Clerk shall file this resolution, all exhibits and the petition for voluntary annexation with the State of Iowa in accordance with State Regulations. Resolution No. - 06 Page 3 Passed, approved and adopted this day of 2006. Roy D. Buol, Mayor Attest: Jeanne F. Schneider, City Clerk F:lUSERS/LCARSTENNVP/COUNCIUHerrig AnnexalionlHerrig annexation res.doc I _ r1l_ J ~ . 'u b I if= :J1i! ~,J,,Q '" L iH{ r! W ,:4111 !:! I \j:1 k==IE~ ~ ~ I !I'j '. \ ~ RI :> _ '\' Ill. ~ ~ I -vi '" '" !J; 1& r ~ ' I S ~ )8,1 0 .. 1'11:,';1 \ / E T l.,.l // / 1I >.o~ r " .. -K J78 /'t'.>{( _ ' 1: ~ \V~~ <Foo~~-,,<;)<__;jI:::~ ~... ~ ~!L I TJDJ' ~~y ~r-: 0.. en ~ err /'1;''::' , I lJ- W ,/ >:. C l~! I~"-.., 6~ ~\ t 0> a. o s.... a..r c o <(+:i +-,CO .- >< :-90> ..cC >< c W<( I I ~'1 ,.... ~ ~~ ~ 1'-'j:Q .. \Z I---' l --' - ~:r i: _ ~i_ c-~::..... \.~URR~ ~:~ -fTl I-~V v~v ~ G; ~ !. ~ - I!l~- [~~~ ~ l"-~ "'ry. ; I ~ r-i< 'J 7 ""- ~~~ ~ ~ ~ I, -,....-~ \1.1\ U 'i r \" \~ , I ~ () I Q) "E :::l >. ~ :S(l)>,J.l;!--E J!l lD I _ "f roO(]-~.E '0" .2 z.. :.:i "C >. In [:> .c fh "_ Rill) =l!!.s .Ql!l) () a. l!! "," 0 0 U) 0:: iJ " o (IJ '5 :::] cIl!S (IJ oe:s a 3.-lU ~ro 0- cO ...... Q) 0 c:t-- ::I roo.EN....ro 6:~.g ~;j ~:: 8:e Ud Q "" i3 ~ => .0 .:! LillI~IDI -\~: ~~ T'-- f-l-J I II II\.idLLlD ~ j J '-1 \ L-. ~r ,^lr J\ ~ ,1 1 ~ -iii ~ ~ mJ~~ ! U) ~ ~I > C1OOM3 ~ ~ ~ *! ~r ~ if 0< ~~ a~8 >':O'~ ;L ." Q !~< eo ~ n.i..!! i,,~ ~mI % -. :<n (1\ \ I ~<. .:..... ~ ffi~E ~<k.~ Oty of Dubuque Planning Services Department Dubuque, IA 52001-'lll64 Phone: 563-589-4210 Fax: 563-589-4221 PLANNING APPUCATION FORM DVariana! DCondltlonal Use Permit DAppeaI DSpedaI El<<:eplIoo Dullited Setback WaINer [iRezcning DPlanned DistrIct DPrellmlnary Plat DMInor Rnall'Iat []Text Ao..."jl1lent [iiJSlmple Site Plan DMlna SIte Plan o Major Site Plan o Major Anal Plat DSlmpIe Subdivision KlAnnexallon []Temporary Use Permit DCertIlIcate of EamomIc Non-V1abllity Oceruftcate of Appropriateness []other. P1---- tvDe or Drint leGiblY in Ink Property owner(s): ftlH/J hI A/JIJ liP C:AI' V 111 ur:pprr. Phone;l;A ~- ~~A-1491 Address: 1~1ljn C:"hIrOY In..o Oty: fJllhllqllP J state:--14- Zip: ~9nM Fax NI.mber: ~A~- ~R9- H~4 Mobile/Cellular Nl.mber: SU ~4 ~- HAA Applicant/Agent: Ian.. W fl. hh i (! Phor1e: -S<<ma Address: aty: Slate: __._ Z1p:___ Fax Number: MobI~CeIlular NI.mber: SIte location/address: 13316 and 13500 VIlllbV GJr.arr.g. Road, 11"/'''11''' J T,,,,.. ~9"n9 . ExIstIng zoning: Aa ~:~- ~, /-'f..stooc D1st:r1ct: tanc:!mllrk: ___ Legal Description (SldweII part:el1D# or lot runber/bkXk OImber/subdMslon):SL' ,u:tn~h.d I. goh .QDlrnlility "id5li Total property (lot) area (squarefeetoraaes): 112 AM.o-A MIL OJ! -'9 A,MA 111/ Describe proposal and reason necessary (atIact1 a lettEr of explanation, if needed): QDO A++"'<:fltd 'Ittit <::00 r.-;111"j.'Q2.nueu and Ld.tvr.: . CERTIFICATION: 1/-. the l.I1CIersIgned, do hereby certify that: 1. The InformalIon subrTdttEd herein Is true and CXXTed: ID the best of "",lOOT I<rlO'.\1edge and upon submittal bealmes public rec:ord; 2. Fees are not refundable and payment does not guarantee approval; and 3. All addtlonaI required wril:Ien and graphic matl!rIaIs are atIached. 4. AU appUetLtiOI'l 6eu and zo.ung 6eu pVL anl'lelC.liUol'l ILequu.t and zo.ung Property~):tVUl. hVLbil'l IAltLi.ved by :the CU:lJ 06 VubuqueOate: AppIlcanlj Agent: Date: FOR OFFICE USE ONLY - APPUCATION SUBMITTAl CHECKLIST Fee: ~ by: D5ite/skeIr:h plan D Corlalptual DewIopOlent Plan Dlmprovement plans DDesign review projElct desalptIon Date: DPholD DRoor plan . Dod<et: DPIat DOttIer. .u :J J :J D :J NISNtXJSIM .#0 -J~- "J -, /?~ J ~.;....p' -...--. ') \I . C , 1 t ..>( '7 ~ j - ~ ... a: -< II. '" Prepared by Barry A. Lindahl 300 Main Slreet Suite 330 Dubuque IA 52001 563 583-4113 Return to: Jeanne Schneider, City Clerk Address: City Hall, 50W. 13lh SI. Telephone: 589-4120 AGREEMENT BETWEEN THE CITY OF DUBUQUE, IOWA AND JOHN W. AND SALLY JO HERRIG This Agreement, dated the _ day of , 2006, is made and entered into by, between and among the City of Dubuque, Iowa (City) and John W. and Sally Jo Herrig (Developers). WHEREAS, Developers are the owners of the real property shown on Exhibit A, incorporated herein by reference, and legally described as follows: Lot 1 of Lot 2 of the SW Yo of the SE Yo of Section 8, T89N, R2E of the 5lh P.M. in Dubuque County, Iowa (parcellD # 1008451003) Lot 1 of Butler's Hill Second Addition, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcellD # 1008376003); Lot 3 of Butler's Hill Second Addition, T89N, R2E of the 5lh P.M. in Dubuque County, Iowa (parcellD # 1008451004); Lot 2 of the N Yz of the SW Yo of Section 8, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcellD # 1008328003); and SW Yo of the SW Yo of Section 8, T89N, R2E of the 5th P.M. in Dubuque County, Iowa (parcellD # 1008351001); and WHEREAS, Developers intend to request City to annex the Property; and 1 WHEREAS, as an incentive to Developers to voluntarily apply to City to annex the Property, City is willing to enter into this Agreement, but only upon the terms and conditions setforth herein. NOW, THEREFORE, IT IS AGREED BY AND BETWEEN THE PARTIES AS FOLLOWS: 1. This Agreement is subject to a final order of the City Development Board, after the exhaustion of any and all appeals from the action of the Board or the expiration of the time within which such appeals may be brought, approving the voluntary annexation of the Property. In the event the City Development Board order approves such annexation as to less than all of the Property, this Agreement shall be null and void with respect to any of the Property not included in the Board's order. 2. Upon the filing of Developers' application for voluntary annexation, City shall promptly consider the application and if the application is approved by the City Council, transmit the application to the City Development Board as provided by law. Developers agree not to withdraw the application or any part thereof after its filing with City. 3. City intends to construct a sanitary sewer which will be available to serve the Property. The fee for sanitary sewer connection of lots in the Property to City's sewer system shall be as follows: a. For the portion of the Property designated as the A-1 District on Exhibit A incorporated herein by reference, the fee for connection to the sewer system shall be $5,000.00 provided that such A-1 District shall be developed and used exclusively for Developers' personal residence. The fee shall be paid to City upon connection of Developers' personal residence to City's sewer system. If the A-1 District is developed for any purpose other than for Developers' personal residence, Developers shall pay the connection fee of $500.00 per acre for any property developed for any purpose other than the Developers' personal residence. The $500.00 per acre fee shall be paid within twelve (12) months after final plat approval for each phase for any property developed for any purpose other than the Developers' personal residence. b. Developers shall pay the $500.00 per acre connection fee for any property designated C-3 General Commercial District on Exhibit A incorporated herein by reference. Developers agree to pay the connection fee to City for each lot sold by Developers at the time of the sale of each lot and based upon the acreage of the lot. City shall have no obligation to issue a permit for connection of any lot to the sanitary system prior to the payment of the fee for such lot. Regardless of the number of lots sold by Developers, if any, however, Developers shall pay to City by no later than five (5) years from the date of this Agreement the entire balance of the connection fee based on the total acreage of the C-3 General Commercial District. c. Developers shall pay the $500.00 per acre connection fee for any property designated R-2 Moderate Density Multi-Family Residential District on Exhibit A 2 incorporated herein by reference. Developers agree to pay the connection fee to City for each lot sold by Developers at the time of the sale of each lot, based upon the acreage of the lot sold. City shall have no obligation to issue a permit for connection of any lot to the sanitary system prior to the payment of the fee for such lot. Regardless of the number of lots sold by Developers, if any, however, Developers shall pay to City by no later than five (5) years from the date of this Agreement the entire balance of the connection fee based on the total acreage of the R-2 Moderate Density Multi-Family Residential District. 4. City shall provide an interest-free loan to Developers in an amount not to exceed $150,000 for the construction of a sanitary sewer to serve Phase 1 of the R-2 District. To be eligible for this loan, the work must be bid and contracted by City and is subject to City bidding requirements. a. Developers shall cause to be prepared at their expense by an Iowa licensed professional engineer and submit to City all plans, specifications, and construction documents for the sewer necessary for City review and approval and to comply with the requirements of state law for public improvement contracts so that City can bid the project and award the contract as a City project. If the cost of the selected bid exceeds the loan funds offered by City, the Developers shall have the option to contract separately for the improvements in excess of the loan funds offered, or to pay City's cost of the improvements in excess of the loan funds offered to City prior to bid award, or to reduce the scope of the project to match the loan funds offered by City. b. Upon completion of the construction of the sewer, all dwellings constructed in the R-2 District shall be connected to City's sewer. c. City shall establish a loan repayment schedule of payments to be paid by Developers to City at the time of the sale of each R-2 lot. Each such payment shall be credited toward Developers' loan. Not later than five (5) years from the date of this Agreement, the entire balance of the loan shall be paid by Developers to City. d. As security for the loan by City to Developers, Developers shall, prior to the award of a contract for the construction of the sewer, execute and deliver to City, in a form acceptable to City a promissory note and mortgage encumbering the Property or such other security as may be acceptable to the City Manager in the City Manager's sole discretion. 5. City shall provide an interest-free loan to Developers in an amount not to exceed $50,000 for the construction of a water main to serve Phase 1 of the R-2 District. To be eligible for this loan, the work must be bid and contracted by City and is subject to City bidding requirements. a. Developers shall cause to be prepared at their expense by an Iowa licensed professional engineer and submit to City all plans, specifications, and construction documents necessary for the water main for City for City review and approval and to 3 comply with the requirements of state law for public improvement contracts so that City can bid the project and award the contract as a City project. If the cost of the selected bid exceeds the loan funds offered by City, the Developers shall have the option to contract separately for the improvements in excess of the loan funds offered, or to pay City's cost of the improvements in excess of the loan funds offered to City prior to bid award, or to reduce the scope of the project to match the loan funds offered by City. b. Upon completion of the construction of the water main, all dwellings constructed in the R-2 District shall be connected to the water main. c. City shall establish loan repayment schedule of payments to be paid by Developers to City at the time of the sale of each R-2 lot identified in Phase I of this development. Each such payment shall be credited toward Developers' loan. Not later than five (5) years from the date of this Agreement, the entire balance of the loan shall be paid by Developers to City. d. As security for the loan by City to Developers, Developers shall, prior to the award of a contract for the construction of the water main, execute and deliver to City, in a form acceptable to City a promissory note and mortgage encumbering the Property or such other security as may be acceptable to the City Manager in the City Manager's sole discretion. e. City shall pay to Developers the difference between the material cost of a-inch and 12-inch water main for water main that the City Manager determines in the City Manager's sole discretion is required by City for future development, provided that City shall have no obligation to pay Developers such difference in the material cost for water main which the City Manager determines in the City Manager's sole discretion is required by Developers to support the construction and the development of the Property. 6. The loans provided under paragraphs 5 and 6 are being made for services to principally residential development. Any benefit to future commercial development is incidental only. 7. City agrees if Developers' annexation application is approved by the City Council, the resolution approving the application shall provide for the transition for the imposition of city taxes against the Property. The Property shall be entitled to the following partial exemption from taxation for city taxes for a period of five years: a. For the first year, seventy-five percent (75%). b. For the second year, sixty percent (60%). c. For the third year, forty-five percent (45%). d. For the fourth year, thirty percent (30%). e. For the fifth year, fifteen percent (15%). 4 The five-year period shall begin when the Property is placed on City tax rolls by Dubuque County. Lots sold after that date shall receive the partial exemption percentage only for the remaining years of the five-year period. 8. City agrees to waive the $1,000 rezoning fee. 9. Failure by Developer to pay any connection fee when due shall constitute a material breach of this Agreement for which City may suspend further performance of its obligations under this Agreement until such breach is remedied. 10. This Agreement shall apply to and bind the heirs, successors, and assigns of the parties. 11. All understandings and agreements, if any, previously made between the parties hereto are merged in this Agreement, which alone fully and completely expresses their understanding with respect to the subject of this Agreement. This Agreement may not be modified except by an amendment executed by both of the parties. 12. Upon execution of this Agreement, City shall promptly record this Agreement with the Dubuque County Recorder. CITY OF DUBUQUE, IOWA Attest: Jeanne F. Schneider, CMC City Clerk By: Roy D. Buol Mayor STATE OF IOWA ) ) ) ss: DUBUQUE COUNTY On this day of , 2006, before me, the undersigned, a Notary Public in and for said County and State, personally appeared ROY D. BUOL and JEANNE F. SCHNEIDER, to me personally known, who being by me duly sworn, did say that they are the Mayor and City Clerk, respectively, of the City of Dubuque, Iowa, a municipal corporation; that the seal affixed to the foregoing instrument is the corporate seal of the corporation; that said instrument was signed and sealed on behalf of the corporation by authority of its City Council, as contained in Resolution No. passed by the City Council on the _ day of , 2006, and that ROY D. BUOL and JEANNE F. SCHNEIDER acknowledged the execution of the foregoing instrument to be their voluntary act and deed and the voluntary act and deed of the corporation, by it and by them voluntarily executed. Notary Public in and for said State 5 DEVELOPERS John W. Herrig Sally Jo Herrig STATE OF IOWA ) ) ) ss. DUBUQUE COUNTY On this day of , 2006, before me, the undersigned, a Notary Public in and for said State, personally appeared JOHN W. HERRIG and SALLY JO HERRIG, to me personally known, who being by me duly sworn, did say that they are the Property Owners; and that the said JOHN W. HERRIG and SALLY JO HERRIG, acknowledged the execution of said instrument to be the voluntary act and deed of said corporation, by it and by them voluntarily executed. Notary Public in and for said State 6 ~ '[- ,'1~/I' n !~~I;! ~~ ~ 'iji~ zd \~~ 0 ~l ~ I~ UlGl ~ P \~~ ~~ hdW, ~ ~ I, S ~ "J ~ ~ en ~/ / Li<I I. " 'Ii-" D.. en ..... '~~~, J I~ ,:J,;; = Q) ~s: ~ ~/I C /~. ~ 6~ ~I\ t Q) c.. o So... a..~ c o <(:;::; +-,CO :e>< .- Q) ..cC >< c W<( ;- i ,.. t- JJ ~ I:=.~- "". (X \ . ::~: ~ ~RE 1Sl:""::'" (X ~rIF~~~i . IX 0< 'r' r- m~ Irl /'-- i8 --- ~ l\ / [~~ f:<. l'ml ." ~~ " K /)d , It ~r'"' if! ,. 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