#5 Waiver of Special Assessments - Willow Glade
DEPARTMENT OF PUBLIC WORKS MEMORANDUM
ENGINEERING DIVISION
November 2, 2009
TO: City Council
FROM: Margaret Duerr, Engineering Division
SUBJECT: For Council Consent Agenda on November 9, 2009, Waiver of Procedure for Special
Assessments for Sanitary Sewer, Water Main, Curb & Gutter and Paving Charges for Willow
Glade & Willow Glen – Jack Willow Investments LLC & DK Partnership, LLP.
Staff Recommendation
The Engineering Division recommends approving this item along with other consent agenda items.
Request
Jack Willow Investments LLC & DK Partnership LLP requests to waive the special assessment procedure and
allow these assessments the use of the 5-year payment plan.
Background
The Council extended a $110,000 line of credit to Jack Willow Investments, LLC at the May 26, 2009 Council
meeting for improvements abutting the Willow Glade plat. The Council was informed the actual amount would
be itemized at the time of contract award, which is scheduled for later on the Council agenda. The actual
amount for these improvements is $112,680.96. Also at the May 26, 2009 Council meeting, the Council granted
a 10-year deferment for the sanitary sewer extensions not abutting developed property. Jack Willow
Investments, LLC has agreed to reimburse the City the annual interest payments for these sections at $7,550 /
year for the next 10 years or until the property is subdivided. Off-site improvements for Jack Willow
Investments, LLC total $49,934.40 while off-site improvements for DK Partnership LLP total $139,888.80.
Jack Willow Investment partners & DK Partnership LLP have signed the necessary waiver documents which
allow the charges to be spread over five years with interest at 7.00% on the unpaid balance.
The following chart shows assessment charges:
Owner/Developer Total Assessments:
Jack Willow Investments LLC Willow Glade & Off-Site $162,615.36
Willow Glade
Sanitary Sewer Water Main Curb & Gutter Paving
$17,203.20 $26,836.99 $15,769.60 $52,871.17
Off-Site
$49,934.40
Owner/Developer Total Assessments:
DK Partnership LLP $139,888.80
Sanitary Sewer
$139,888.80
Jack Willow Investment’s current outstanding assessment balance is $94,681.25 for lots in various phases of
Heider Estates plus land division assessments for Willow Glade. The cumulative total is $257,296.61. DK
Partnership’s current outstanding assessment balance is $1,013.07, with a cumulative total of $140,901.87.
CC: Eric Levitt
Jacob J. Winzenz
Mike Payne
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