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HomeMy WebLinkAboutDevelopment Agreement CRL LLC DEVELOPMENT AGREEMENT Document Number Docnment Title Development Agreement between the City of Oshkosh, Wisconsin, , a Wisconsin municipal corporation, and CRL LLC, an Illinois limited liability company, for rehabilitation of a portion of the former Mercy Hospital site for an elderly housing project, on Lot 2 of CSM No. 6103, Doc. No. 1439759, Register of Deeds, lith Ward, City of Oshkosh, Winnebago CQunty, Wisconsin Drafted by: Warren P. Kraft City Attorney Oshkosh, WI Cdj~L 1449216, REGISTER'S OFFICE WINNEBAGO COUNTY WI RECORDED ON ' 09/26/2007 09:49AM JULIE PAGEL REGISTER OF DEEDS RECORDING FEE TRANSFER FEE # OF PAGES Recordin!>: Area Name and Return Address City Attorney's Office Oshkosh, WI 54902-1130 911-0374-0000 Parcel Identification No. 127.00 59 ~ ~ C'/ ') ., "'. Development Agreement A + _rt{ )'ft"1 k0 This Development Agreement is made this ~ day of J.wk; 2007, by and between the City of Oshkosh, Wisconsin, a Wisconsin municipal corporation and CRL, LLC, an Illinois limited liability company. Recitals (i) Health Care REIT, Inc. intends to acquire certain land described on Exhibit A attached hereto and the improvements located thereon, which are part of the former Mercy Hospital site. (ii) Health Care REIT, Inc. and CRL, LLC intend to rehabilitate the Project Site and to create an elderly housing development at the site. (iii) The City previously established a tax increment district for the rehabilitation of the site and the City of Oshkosh intends to issue a tax increment revenue bond for the benefit of CRL, LLC. (iv) The parties enter into this Development Agreement for the purpose of setting forth certain rights, duties and obligations of the parties with respect to the rehabilitation of the site and the issuance of the tax increment revenue bond. ( Now, Therefore, in consideration of the recitals and mutual agreements herein set forth, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto agree as follows: 1. Project Overview. Gitchi Gurnee, LLC ("Original Developer") and the City of Oshkosh ("City") entered into a Development Agreement dated March 26, 2003 (the "Original Development Agreement"), under the terms of which the Original Developer was to build market rate apartments, offices, and elderly housing on what is commonly known as the Mercy Hospital property. The Original Developer completed the market rate apartments and doctors' offices but has been unable to complete the rest of the original project. CRL, LLC, has approached the City and asked that the City enter into negotiations for the development of an elderly housing project on the land shown as Lot 2 of Certified Survey Map No. 6103, attached as Exhibit A attached hereto (the "Project Site"). Health Care REIT, Inc. will enter into an operating lease with CRL, LLC, which will in turn enter into an operating sublease with Bella Vista-CRL, LLC, an Illinois limited liability company, an affiliate of CRL, LLC, under the terms of which Bella Vista-CRL, LLC would operate the elderly housing facility. 2. Definitions. As used in this Agreement, the following terms shall have the following meanings: (a) "Affiliate" means: (i) a person or an entity that directly or indirectly controls, or is controlled by, oris under common control with, Owner or Developer or Operator; or (ii) a person or entity that directly or indirectly beneficially owns or holds any ownership interest in Owner or Developer or Operator; or (iii) any QBMKE\6062236.11 ".- '!' "t ~ o' entity in which Owner or Developer or Operator or any member of Owner or Developer or Operator has an ownership interest; or (iv) any person or entity that is an officer or director or member of Owner or Developer or Operator. As used in this definition, the term "control" means the possession, directly or indirectly, of the power to direct or cause the direction of the management and policies of a person or entity, whether through the ownership of voting securities, by contract or otherwise. (b) "Available Tax Increment" means an amount calculated as of January 1 of each year equal to 87.5% of the following figure: (i) the annual gross tax increment revenue actually received and retained by the City which is generated in the calendar year immediately preceding the calendar year in which the calculation is made by improvements made after January 1,2007 to the Project Site, minus (ii) the actual legal, financial, engineering and administrative expenses incurred by the City in connection with the creation or administration ofTID No. 14 and the negotiation, preparation and administration of this Development Agreement for such immediately preceding calendar year in an amount up to $5,000.00, adjusted by an inflation factor of 2.5% per year. (c) "City" means: The City of Oshkosh, Wisconsin, a Wisconsin municipal corporation, its successors and assigns. (d) "Closing" means: The acquisition by the Owner of the Project Site and the improvements thereon. (e) "Closing Date" means: The date on which the Owner acquires the Project Site. (f) "Completion Date" means: September 30, 2008. (g) "Developer" means: CRL, LLC, an Illinois limited liability company, its successors and assigns. (h) "Future Development Site" means the land shown as Lot 3 of Certified Survey Map No. 6103 on Exhibit A attached hereto, and in addition the land designated BID on Exhibit B attached hereto, and all improvements located thereon. (i) "General Contractor" means: The general contractor hired by the Developer or Operator to construct the Project under a guaranteed maximurn price contract. G) "Market Rate Apartments" means the market rate apartments and doctors' offices constructed on Lot 1 of Certified Survey Map No. 6103 attached hereto as Exhibit A. (k) "Operator" means Bella Vista-CRL, LLC, an Illinois limited liability company, its successors and assigns. QBMKE\6062236.11 . .{ ~.-__;/ J i (1) "Owner" means Health Care REIT, Inc., a Delaware corporation, its successors and assigns. (m) "Plans" means: Final detailed plans and specifications for the Project which shall include, without limitation, the following: all improvements now located or to be located on the Project Site, the footprint of all improvements and the square footage of all improvements, all easements, pathways, exterior boundary lines, walkways, parking and circulation areas, adjoining public streets and alleys, utilities, exits and entrances, all signage, curbs, gutters, sidewalks, landscaping, medians and street lighting, all materials to be used in construction, all interior and exterior finishes, the nurnber and types of units, the nurnber of stories in the buildings and parking structures or lots, building sections and elevations, description of room and space sizes, plan arrangement of rooms and functional spaces, exterior elevations, the stacking of floors and all construction elements, a narrative description of all structural systems, mechanical systems, electrical systems and any specialty systems. The Plans for the Project must be in sufficient detail to permit Owner and/or Developer on the one hand, and the General Contractor on the other hand, to enter into a guaranteed maximum price construction contract for the Project. (n) "Project" means an elderly housing development comprised of the following: (i) A residential rental development of 139 residential dwelling units comprised of the following: 28 assisted living units; 111 senior housing units, of which 86 units are one-bedroom units and 25 units are two- bedroom units; and (ii) A parking structure providing 70 parking stalls and in addition, 150 parking spaces located in surface area parking lots; and (iii) A commercial development of approximately 248,231 square feet of space and associated parking; and (iv) Landscaping of the Project Site; and (v) Filling, grading, installation of utility services, installation of roads, sidewalks, driveways, walkways, curbs and gutters and all other site work as may be required in connection with the rehabilitation of the Project Site and improvements thereon; and (vi) Construction and installation of all other improvements as may be required in order to comply with applicable zoning laws, rules, regulations and ordinances and the approved CUPIPD in effect for the Project Site. A detailed schedule of units and values for the residential development is set forth on Exhibit D attached hereto. QBMKE\6062236.11 ( ~. i /' ;. (0) "Project Architect" means: The architect hired by the Developer or Operator to design the Project and to perform all other architectural services in connection with the Project. (P) "Project Cost Breakdown" means: A current completion and draw schedule and cost breakdown of construction and non-construction cost items (i.e., a line- item budget), clearly identifying development, construction, furnishing, equipping, financing, contingency and all other direct and indirect costs of development, construction and installation of the Project in accordance with the Plans for the Project, as updated from time to time. (q) "Project Plan" means: The Project Plan for the Oshkosh Tax Increment District No. 14 approved by the City's Council on June 13,2000, and by the Joint Review Board on July 11,2000, as amended from time to time. (r) "Termination Date" means: The date described in paragraph 28(m) of this Agreement. (s) "TIF District" mean: Oshkosh Tax Increment District No. 14. (t) "TIF Bond" means: The taxable Tax Increment Revenue Bond issued pursuant to Paragraph 4 below. (u) "Title Company" means: The title company issuing the owner's policy of title insurance to the Owner. 3. Commitments. Subject to the terms and conditions of this Agreement: (a) Developer will cause Owner, at its cost and expense, to acquire the Project Site and the improvements thereon and Developer will construct, install, furnish and equip the Project; and (b) the City will issue the Bond. 4. Tax Increment Revenue Bond. As an inducement for and in consideration of Developer's construction of the Project, the City shall issue a taxable Tax Increment Revenue Bond to the Developer in a principal amount not to exceed $2,708,000.00, or such lesser amount as is determined pursuant to the terms of this Agreement. The proceeds of the TIF Bond will be used to reimburse the Developer for construction, rehabilitation and site improvements on the Project Site. The TIF Bond will be issued and delivered to Developer only upon completion of the Project and submission of docurnentation reasonably satisfactory to the City reflecting actual costs expended on the Project. Developer understands that all of the costs of the Project must be paid for by Developer up front and that Developer will be reimbursed for those costs only if the development on the Project Site creates Available Tax Increment and such Available Tax Increment is appropriated by the City Council to payment of the TIF Bond. Interest and principal will be paid each year by the City to Developer on the TIF Bond from Available Tax Increment from the Project Site pursuant to the schedule set forth on Exhibit F attached hereto, but only to the extent such Available Tax Increment exists and only if appropriated by the City Council. If there is no Available Tax Increment from the Project Site, then the City is not required to pay Developer on the TIF Bond. QBMKE\6062236.11 .~ ~---' Payment on the TIF Bond shall be subject to the following conditions: (i) the existence of Available Tax Increment from the Project Site, (ii) future annual appropriation of the payment by the City Council, and (iii) there shall be no Default under this Development Agreement. The City Council has, on March 13,2007, adopted a resolution stating that to the extent Available Tax Increment is generated and received by the City, it fully expects and anticipates that it will appropriate such Available Tax Increment to payment of principal and interest on the TIF Bond. The Developer understands and agrees that if for any reason the Owner does not make real estate tax payments to the City and as a result there is no Available Tax Increment, the City shall not be required to make any interest or principal payments on the TIF Bond. Developer hereby assurnes the risk of non-payment of such real estate taxes by the Owner. Tax increment attributable to the Market Rate Apartments and the Future Development Site and existing development on the Project Site shall not be available to pay interest and principal on the TIF Bond. A more detailed description of the provisions of the TIF Bond is attached hereto as Exhibit G. 5. Conditions Precedent to City's Obligations. In addition to all other conditions and requirements set forth in this Agreement, the obligations of the City under this Development Agreement (including without limitation, the obligation of the City to issue the TIF Bond) are conditioned upon the satisfaction of each and every of the following conditions: (a) Prior to issuance of the building permit for rehabilitation/ construction ofthe Project, Developer, at its cost, will provide the Project Cost Breakdown to the City. The Project Cost Breakdown shall be certified by Developer, the Project Architect and the General Contractor as accurate and complete... The Project Cost Breakdown shall show that all hard costs of construction, installation, furnishing and equipping of the Project are not less than $15,700,000.00. The Project Cost Breakdown must otherwise show a state of facts acceptable to the City. The issuance of a demolition permit shall not be issuance of a building permit for the purposes of this provision. (b) Prior to the issuance of the building permit for rehabilitation/construction of the Project, the Developer shall provide the City with a detailed pro-forma operating statement for the Proj ect in a format and containing such details as the City shall require, including without limitation, a detailed sources and uses of funds showing the sources of the Developer's equity, the amounts and terms and conditions of all financing obtained by the Developer in connection with the Project, and expected rental rates for units in the commercial development and the residential development. The pro-forma operating statement shall also show an internal rate of return to the Developer, the amount of the Developer fee to be paid to the Developer, and such other information as may be required by the City. The pro-forma operating QBMKE\6062236.11 \ , statement must show a state of facts acceptable to the City. The issuance of a demolition permit shall not be issuance of a building permit for the purposes of this provision. (c) Prior to the execution of this Agreement, Developer shall provide the City with evidence satisfactory to the City that it is authorized to enter into this Agreement and that the persons signing this Agreement on behalf of Developer are authorized to sign this Agreement. On or before the execution of this Agreement, Developer, at its cost, shall provide a certified copy of its articles of organization and operating agreement and a certificate of good standing from the Illinois Secretary of State. Developer shall provide a certificate of status from the Wisconsin Department of Financial Institutions showing that it is authorized to transact business as a foreign entity in the State of Wisconsin. Such formation documents must show a state of facts as to ownership, management and control acceptable to the City. If any member or manager of Developer is an entity, then that entity's organizational docurnents and a certificate of status for said entity must also be provided to the City. Said entity's organizational docurnents must show a state of facts acceptable to the City. (d) Prior to the execution of this Agreement, Developer shall provide a certificate of incumbency and resolutions or consents of its members and/or board of directors, and if any member is an entity, then a certificate of incurnbency and resolutions or consents of such member, all of which resolutions and consents shall show that Developer has been duly authorized to enter into this Agreement and all other agreements, documents and contracts required to be executed by it in connection with the transactions which are the subject of this Agreement. (e) Prior to issuance of the building permit for rehabilitation/construction of the Project, the Developer shall provide evidence to the City that it has the financing and capital necessary to acquire construct, equip and complete the Project. The issuance of a demolition permit shall not be issuance of a building permit for the purposes of this provision. (f) Prior to issuance of the building permit for rehabilitation/construction of the Project, Developer, at its cost, shall provide the City with the Plans for the Project, which Plans must be reasonably acceptable in all respects to the City. The issuance of a demolition permit shall not be issuance of a building permit for the purposes of this provision. (g) On or before the Closing Date, the City shall have approved this Development Agreement and the transactions contemplated herein, the issuance of the TIF Bond and all other agreements and/or transactions which require approval. On or before the Closing Date, any conditions imposed in connection with the City's approval of any of the foregoing shall have been satisfied. (h) On or before the Closing Date, Developer shall have provided to the City's outside financial advisors for review by the City, financial statements for Developer and each member of Developer and Dan Anbar. All financial state'ments must show a state of facts acceptable to the City. QBMKE\6062236.11 , . (i) The Closing must occur on or before August 10, 2007. G) No uncured default, or event which with the giving of notice or lapse of time or both would be a default, shall exist under this Agreement. Developer shall not be in default (beyond any applicable period of grace) of any of its obligations under any other agreement or instrument with respect to the Project to which Developer is a party or an obligor. (k) On or before the Closing Date, counsel for Developer and the guarantors shall provide an opinion reasonably acceptable to the City, stating among other things, that the persons executing this Agreement and the agreements entered into hereunder are authorized to do so, that Developer and the guarantors have duly authorized entry into this Agreement and the agreements entered into it hereunder, that this Development Agreement and any other agreements entered into hereunder are enforceable, and other matters as are requested by City. (1) At or prior to the Closing Date, Developer shall have executed and delivered to the City any documents and agreements as are required by this Agreement, including without limitation, any documents that may be required in connection with the issuance of the TIF Bond. (m) Prior to issuance of the building permit for rehabilitation/construction of the Project, Developer, for itself and on behalf of Owner, shall have entered into a guaranteed maximurn price construction contract with the General Contractor for the Project, an architect's agreement with the Project Architect and all other contracts and agreements necessary in connection with completion and construction of the Project. The guaranteed maximurn price construction contract for the Project must show that the costs of construction of the Project do not exceed the amount shown on the Project Cost Breakdown for such costs. The issuance of a demolition permit shall not be issuance of a building permit for the purposes of this provision. (n) Prior to issuance ofthe building permit for rehabilitation/construction of the Project, Developer shall have provided to the City, all contracts and other evidence reasonably satisfactory to the City, supporting each line item of the Project Cost Breakdown and any other costs of the Project ("Cost Evidence") other than those line items or amounts which are the subject of the guaranteed maximurn price construction contract for the Project. The Cost Evidence must show that the costs for those line items on the Project Cost Breakdown which are not included in the guaranteed maximum price construction contract do not exceed the amounts shown on the Project Cost Breakdown for such costs. The Cost Evidence must be acceptable to the City. The issuance of a demolition permit shall not be issuance of a building permit for the purposes of this provision. (0) Prior to issuance of the building permit for rehabilitation/construction of the Project, Owner shall have entered into an operating lease with Developer and Developer shall have entered into an operating sublease with QBMKE\6062236.11 , . Operator for the management and operation of the Project. The issuance of a demolition permit shall not be issuance of a building permit for the purposes of this provision. (P) The City's obligations under this Development Agreement are conditioned upon the City and Parkside Place, LLC simultaneously closing the transactions which are the subject of an Amended and Restated Development Agreement between City and Parkside Place, LLC entered into with respect to the Market Rate Apartments. If all conditions contained in this Paragraph 5 are satisfied within the time periods for satisfaction of such conditions as set forth above or if such conditions are waived in writing by the City within the time periods for satisfaction of such conditions as set forth above, then the above conditions shall be deemed satisfied. Otherwise, the City, at its option, exercised in its sole discretion, may terminate this Agreement, in which event, none of the parties to this Agreement shall have any further liability or obligation to the other parties; provided, however, Developer shall pay all costs and expenses incurred by the City in connection with the Project, the preparation and negotiation of this Development Agreement, and costs incurred in connection with the issuance of the TIF Bond, including without limitation, attorneys fees. All submissions given to the City to satisfy the conditions contained in this Paragraph 5 must be satisfactory in form and content to the City, in its reasonable discretion, unless otherwise specifically stated. 6. Certified Survey Map. The Project Site and the Market Rate Apartments Site are each described by reference to the Certified Survey Map No. 6103 attached as Exhibit A. Owner and Developer have requested that the Certified Survey Map be amended after the Closing as shown on Exhibit C attached hereto (the "May CSM"). The City has reviewed and approved the May CSM shown on Exhibit C attached hereto. Subject to moving the firewall to the location designated by the City, the City shall approve the May CSM for recording in the office of the Register of Deeds ofWinnebago County, Wisconsin, and upon recording, without need of any further docurnent or instrument, this Development Agreement shall be automatically amended such that the legal description of the Project Site shall be Lot 2 of the May CSM and the legal description of the Market Rate Apartments Site shall be Lot 1 of the May CSM. Upon recording of the May CSM, the term "Project Site" as used in this Agreement shall mean Lot 2 ofthe May CSM and the term "Market Rate Apartments Site" as used in this Agreement shall mean Lot 1 of the May CSM. 7. Representations and Warranties and Covenants of Developer. Developer represents and warrants to the City and covenants with the City as follows: (a) Developer and its members have paid, and will pay when due, all federal, state and local taxes, and will promptly prepare and file returns for accrued taxes prior to any taxes becoming delinquent. QBMKE\6062236.11 , .. 4.-" (b) Developer will pay for, or will cause Owner to pay for, all work performed and materials furnished for the Proj ect. (c) No statement of fact by Developer contained in this Agreement and no statement of fact furnished or to be furnished by Developer to the City pursuant to this Agreement contains or will contain any untrue statement of a material fact or omits or will omit to state a material fact necessary in order to make the statements herein or therein contained not misleading at the time when made. (d) Developer is an Illinois limited liability company, duly formed and validly existing and has the power and all necessary licenses, permits and franchises to own its assets and properties and to carryon its business. Developer is duly licensed or qualified to do business and in good standing in the State of Wisconsin and all other jurisdictions in which failure to do so would have a material adverse effect on its business or financial condition. (e) The execution, delivery and performance of this Agreement have been duly authorized by all necessary limited liability company action of Developer and constitute the valid and binding obligations of Developer enforceable in accordance with their terms, subject only to applicable bankruptcy, insolvency, reorganization, moratoriurn, general principles of equity, and other similar laws of general application affecting the enforceability of creditors' rights generally. (f) The execution, delivery, and performance of Developer's obligations pursuant to this Agreement will not violate or conflict with Developer's articles of organization or operating agreement or any indenture, instrument or agreement by which Developer is bound, nor will the execution, delivery, or performance of Developer's obligations pursuant to this Agreement violate or conflict with any law applicable to Developer or the Project. (g) There is no litigation or proceeding pending or threatened against or affecting Developer or the Project that would materially adversely affect the Project or Developer or the enforceability of this Agreement, the ability of Developer to complete the Project or the ability of Developer to perform its obligations under this Agreement. (h) No default, or event which with the giving of notice or lapse of time or both would be a default, exists under this Agreement, and the Developer is not in default (beyond any applicable period of grace) of any of its obligations under any other agreement or instrument entered into in connection with the Project. (i) Prior to completion of the Project, Developer shall not convey, assign or otherwise transfer or encurnber its interest as lessee under the operating lease with Owner or as lessor under the operating sublease with Operator. Notwithstanding the foregoing, Developer shall have the right to secure its obligations to Owner with a leasehold mortgage on Developer's leasehold interest in the Project and in addition, in the event of a default by Developer under the leasehold mortgage, Owner shall have the right to transfer the leasehold interest of Developer in the Project to another developer, as long QBMKE\6062236.11 as such transfer complies with any other terms or conditions of this Agreement. The sale, conveyance, assignment or other transfer or encumbrance of the Project or the operation and management of the Project by Owner or Developer shall not operate to relieve Developer from any of its liabilities or obligations under this Agreement. G) Developer will comply with all applicable federal, state, local and other laws, rules, regulations and ordinances, including without limitation, all applicable securities laws, rules, regulations and ordinances. (k) Until the Termination Date, Developer shall: (i) As soon as possible and in any event within five (5) business days after receiving notice of the occurrence of any default, notify City in writing of the action which is being taken or proposed to be taken by Owner and Developer with respect thereto. (ii) Promptly notify City of the commencement of any litigation or administrative proceeding that would cause any representation and warranty or covenant of Developer contained in this Agreement to become untrue in any material respect. (iii) Notify City, and provide copies, immediately upon receipt, of any notice, pleading, citation, indictment, complaint, order or decree from any federal, state or local government agency or regulatory body, asserting or alleging a circurnstance or condition that requires or may require a financial contribution by Owner or Developer or an investigation, clean-up, removal, remedial action or other response by or on the part of Owner or Developer under any environmental laws, rules, regulations or ordinances or which seeks damages or civil, criminal or punitive penalties from or against Owner or Developer for an alleged violation of any environmental laws, rules, regulations or ordinances. (1) Developer guarantees that the fair market value of the Project upon completion of the Project will be not less than $20,000,000.00. (m) Until the Termination Date, Developer will payor cause to be paid prior to delinquency all federal, state and local taxes in connection with the Project. Developer will payor cause to be paid when due all operating expenses in connection with the Project. (n) Prior to completion of the Project, Developer will not mortgage or otherwise place a lien or encumbrance on the Project Site or the Project without first obtaining the City's consent, which consent the City will not unreasonably withhold. City hereby consents to the leasehold mortgage from Developer to Owner executed in connection with the Project. In addition, in the event Owner replaces Developer as a result of a default by Developer under the leasehold mortgage or any other docurnent between Owner and Developer, any new developer succeeding to the leasehold interest of Developer in the Project, shall have a right to place a leasehold mortgage on the new developer's leasehold interest. QBMKE\6062236.11 . . \ (0) The Developer will, and will cause Operator to, operate and manage the Project and except as otherwise set forth in paragraph 28(a) below, prior to completion of the Project, neither Developer nor Operator will assign or otherwise transfer operation or management of the Project to any other person or entity without the prior written consent of the City, which consent the City may withhold in its sole discretion. (P) All copies of financial statements, docurnents, contracts and agreements which Developer has furnished to the Citis outside financial advisors for the benefit of the City are true and correct in all material respects. There has been no material adverse change in the business operations of Developer since the date of the last financial statements furnished by it to the City. (q) The Project Cost Breakdown accurately reflects all Project costs that will be incurred in the development, completion, construction, furnishing and equipping of the Project, and the City shall be entitled to rely on the Project Cost Breakdown. Developer knows of no circumstances presently existing or likely to occur which would or could be expected to result in a material variation or deviation from the Project Cost Breakdown. (r) The members of Developer will not sell, transfer, conveyor encumber their respective interests in Developer. Andev Group, LLC shall at all times during the term of this Agreement be the managing member of Developer and hold a majority limited liability company interest in Developer. Developer agrees that at all times during the term of this Agreement, Dan Anbar shall be the managing member of Andev Group, LLC and have sole management and control over the day-to-day operations of Developer and there shall be no amendment or modification to the formation documents of Developer or Andev Group, LLC which would in any way modify or change such management and control of Developer by Dan Anbar. (s) Construction of the Project shall commence not later than October 15,2007. Developer will continue construction of the Project diligently and shall complete construction ofthe Project not later than September 30,2008. The Project will be deemed completed upon occurrence of all of the following: (i) a certificate of occupancy is issued by the appropriate governmental authorities for all of the units in each of the residential development and the commercial development; and (ii) the Project Architect has certified that (A) all of the units in the residential development and the commercial development have been substantially completed in accordance with the Plans, and (B) each of the units in the residential development has been substantially completed in accordance with the Plans, except for the completion of individual finishes to each unit which are to be selected by the individual owners, and (C) the commercial spaces in the commercial development have been substantially completed in accordance with the Plans, except for tenant improvements which will be made by Developer or a tenant after a commercial space has been leased, and (D) subject to the items in this subparagraphs (s)(ii)(A), (B), and (C), the entire residential development and commercial development has been substantially completed in accordance with the Plans. QBMKE\6062236.11 (t) Developer will conform and comply with, and will cause the Project to be in conformance and compliance with all applicable federal, state, local and other laws, rules, regulations and ordinances, including without limitation, all zoning and land division laws, rules, regulations and ordinances, all building codes and ordinances of the City and County, all environmental laws, rules, regulations and ordinances and all applicable securities laws, rules, regulations and ordinances and the approved CUPIPD governing the Project Site. Developer covenants that it will perform and observe the covenants contained in, and the Project will conform and comply with, the covenants, restrictions, docurnents or instruments governing the Project Site and/or the TIF District. (u) Developer will cause the Project to be constructed in a good and workmanlike manner and will promptly correct any defects, structural or otherwise. (v) Developer will not, without City's prior written consent, which consent will not be unreasonably withheld, change the scope of the Project or the uses of the Project, or reduce by more than 25%, the number of residential units or commercial units in the Project. (w) During the term of this Agreement, Developer and/or Owner will provide the City's outside financial advisors for review by the City, on or before ninety (90) days following the end of each calendar year, year-end audited financial statements for the Project. During the term of this Agreement, Developer will provide the City's outside financial advisors for review by the City, on or before ninety (90) days following the end of each calendar year, year-end financial statements for the Developer and each guarantor, including balance sheets and income statements. All financial statements shall be certified to by Developer's auditor and/or accountant and Developer in the case of Developer's statements, and by each guarantor's auditor and/or accountant and the respective guarantor, in the case of the guarantors' statements and by the Owner, in the case of any statements with respect to the Project submitted by Owner. In the event CRL, LLC is no longer the Developer for the Project, then the Owner shall use its reasonable good faith efforts to have a successor developer provide its own and any guarantor's year- end financial statements (as opposed to those of the Project, it being understood that the Project's financial statements must be submitted on an annual basis regardless of who is owner or developer of the Project). (x) Developer shall have in effect at all times, all permits, approvals and licenses as may be required by any governmental authority or non-governmental entity in connection with the development, construction, management and operation of the Project. (y) Prior to completion of the Project, Developer will not incur, create, assume, permit to exist, guarantee, endorse or otherwise become directly or indirectly or contingently responsible or liable for any indebtedness related to the Project. The word "indebtedness" in the preceding sentence shall mean any liability or obligation of Developer (a) for borrowed money or for the deferred purchase price of property or services (excluding trade obligations incurred in the ordinary course of business); (b) as lessee under leases that have been or should be capitalized according to generally QBMKE\6062236.11 accepted accounting principles; (c) evidenced by notes, bonds, debentures or similar obligations; (d) under any guaranty or endorsement (other than in connection with the deposit and collection of checks in the ordinary course of business), and other contingent obligations to purchase, provide funds for payment, supply funds to invest in any entity, or otherwise assure a creditor against loss; or (e) secured by any security interest or lien on assets of Developer, whether or not the obligations secured have been assumed by Developer. The term "indebtedness" does not include a working capital loan from Owner to Developer or any trade obligations incurred in the ordinary course of business. The representations and warranties contained herein shall be true and correct at all times during the term ofthis Agreement. Developer shall comply with all covenants contained herein at all times during the term of this Agreement. 8. Covenants of City/Authority. The City covenants with the Developer that the City will review all building permits applications and the plans and specifications for the Project as expeditiously as possible, to the extent such review is required pursuant to applicable laws, rules, regulations and ordinances. 9. Insurance. Developer shall, or shall cause Owner to, maintain insurance policies issued by insurers licensed in the State of Wisconsin, with a ratings and in the financial size category of insurers of similar projects, with such policies (the "Insurance Policies") covering loss by perils, hazards, liabilities and other risks and casualties as are commercially reasonably and in amounts as are commercially reasonable. Prior to issuance of the building permit rehabilitation/construction of the Project, Developer shall provide a payment and performance bond in connection with the Project, issued by a company and in an amount reasonably required by the City, naming the City as an additional insured. Failure to provide the payment and performance bond shall be a Default under this Agreement. The issuance of a demolition permit shall not be issuance of a building permit for the purposes of this provision. 10. Dama2:elDestruction. Developer shall not be released from its liabilities and obligations under this Agreement in the event of fire, damage or any other casualty to any part of the Project. In the event of first, damage or any other casualty to any part of the Project prior to completion of the Project, Developer agrees, at its cost and expense, to complete the Project and each phase of it timely in accordance with Plans. Any material change in the Project Cost Breakdown resulting from the fire, damage or other casualty must be approved by the City and the Authority. 11. Default. The occurrence of anyone or more of the following events shall constitute a default ("Default") hereunder: (a) Developer shall fail to pay any amounts due from it under this Agreement on or before 30 days after the receipt of written notice of such failure from the City; or (b) Any representation or warranty made by Developer in this Agreement, or any docurnent or financial statement delivered by Owner or Developer QBMKE\6062236.11 , l pursuant to this Agreement, shall prove to have been false in any material respect as of the time when made or given; or (c) Developer shall breach or fail to perform timely or observe timely any of its covenants or obligations under this Agreement, and such failure shall continue for thirty (30) days following notice thereof from City to Developer (or such longer period of time as is necessary to cure the default as long as Developer has commenced the cure of the default within the 30-day period, is diligently pursuing the cure of the default and as long as the default is cured not later than 60 days following the notice thereof from the City); or (d) Construction of the Project shall be abandoned for more than thirty (30) consecutive days (subject to the terms of paragraph 28(1) below), or if the Project is not substantially completed (as evidenced by issuance of a certificate of occupancy by the City) on or before the Completion Date (subject to the provisions of paragraph 28(1) below), or if any portion of the Project shall be damaged by fire or other casualty and not be repaired, rebuilt or replaced as required by Paragraph 10 above; or (e) Owner shall: (i) become insolvent or generally not pay, or be unable to pay, or admit in writing itslhis inability to pay, itslhis debts as they mature; or (ii) make a general assignment for the benefit of creditors or to an agent authorized to liquidate any substantial amount of itslhis assets; or (iii) become the subject of an "order for relief' within the meaning of the United States Bankruptcy Code, or file a petition in bankruptcy, for reorganization or to effect a plan or other arrangement with creditors; or (iv) have a petition or application filed against it/him in bankruptcy or any similar proceeding, or have such a proceeding commenced against itlhim, and such petition, application or proceeding shall remain undismissed for a period of ninety (90) days or Owner or Developer or any Guarantor shall file an answer to such a petition or application, admitting the material allegations thereof; or (v) apply to a court for the appointment of a receiver or custodian for any of itslhis assets or properties, or have a receiver or custodian appointed for any of itslhis assets or properties, with or without consent, and such receiver shall not be discharged within ninety (90) days after his appointment; or (vi) adopt a plan of complete liquidation of its/his assets; or (f) If Developer or any Guarantor shall cease to exist or if any Guarantor dies and if, in any of the foregoing cases, a substitute Developer or Guarantor acceptable to the City, in its sole discretion, is not provided within 90 days thereafter, which substitute Developer or Guarantor, as the case may be, must assume all of the liabilities and obligations of the Developer or Guarantor, as the case may be, under this Agreement; or (g) Developer or prior to completion of the Project, any Guarantor shall: (i) become insolvent or generally not pay, or be unable to pay, or admit in writing itslhis inability to pay, itslhis debts as they mature; or(ii) make a general assignment for the benefit of creditors or to an agent authorized to liquidate any substantial amount of its/his assets; or (iii) become the subject of an "order for relief' within the meaning of the United States Bankruptcy Code, or file a petition in bankruptcy, for reorganization or to QBMKE\6062236.11 effect a plan or other arrangement with creditors; or (iv) have a petition or application filed against itlhim in bankruptcy or any similar proceeding, or have such a proceeding commenced against itlhim, and such petition, application or proceeding shall remain undismissed for a period of ninety (90) days or Owner or Developer or any Guarantor shall file an answer to such a petition or application, admitting the material allegations thereof; or (v) apply to a court for the appointment of a receiver or custodian for any of itslhis assets or properties, or have a receiver or custodian appointed for any of its/his assets or properties, with or without consent, and such receiver shall not be discharged within ninety (90) days after his appointment; or (vi) adopt a plan of complete liquidation ofitslhis assets, unless in any of the foregoing cases, a substitute Developer or Guarantor acceptable to the City, in its sole discretion, is provided within 90 days thereafter, which substitute Developer or Guarantor, as the case may be, must assurne all of the liabilities and obligations of the Developer or Guarantor, as the case may be, under this Agreement. 12. Remedies. Upon the occurrence of any Default, without further notice, demand or action of any kind by the City, the City may, at its option, suspend performance of any of its obligations or covenants under this Agreement. In addition, the City's obligation to make any payments on the TIF Bond shall automatically terminate and the City shall thereafter have no further obligations to Developer with respect to repayment of the TIF Bond. The City shall have the right to payment from Developer of all of its costs and expenses described in paragraph 13 below, and in connection therewith, the City shall have the right to bring an action at law or in equity against Developer with respect to payment of those costs and expenses. The City shall also have the right to bring an action at law, including without limitation, an action for damages, against Developer in the event that there is a breach of the covenant set forth in paragraph 7(1) above. Except as may be otherwise specifically set forth herein, no remedy herein conferred upon the City is intended to be exclusive of any other remedy and each and every such remedy shall be cumulative and shall be in addition to every other remedy given under this Agreement. No failure or delay on the part of the City in exercising any right or remedy shall operate as a waiver thereof nor shall any single or partial exercise of any right preclude other or further exercise thereof or the exercise of any other right or remedy. Notwithstanding any of the foregoing authorizations, the City shall have no duty or obligation whatsoever with respect to any of the matters so authorized. 13. Costs. All reasonable fees, costs and expenses incurred by the City, including attorneys fees and the fees of the City's financial advisors, in connection with the negotiation, preparation and enforcement of this Agreement, and all docurnents and agreements executed in connection therewith, and the issuance of the TIF Bond, shall be paid by Developer. Developer shall pay all costs and expenses associated with the enforcement of the City's and/or the Authority's rights against Developer under this Agreement, including without limitation the enforcement of such rights in any bankruptcy, reorganization or insolvency proceeding involving Owner or Developer or any of its members or any Guarantor. Any and all such fees, costs and expenses incurred by the City which are to be paid by the Developer, shall be paid by Developer to the City on demand. QBMKE\6062236.11 14. Cost Overruns/Actual Rate of Return. Any cost overruns incurred in connection with the Project shall be paid for by Owner and Developer. The City, on the one hand, and the Owner and Developer on the other hand, have created a Project proforma which represents the parties' expectations with respect to the financial terms of and performance ofthe Project. A copy of the proforma is attached as Exhibit H. At two different time periods, the parties will determine whether those financial terms and performance expectations are different from what was projected and if they are, a prepayment will be deemed to have been made on the TIF Bond as follows: (a) Upon completion and rent up of the Project (anticipated to occur 36 months following the commencement of construction of the Project), the parties will determine whether the actual costs of the Project were less than the projected costs ofthe Project as shown on Exhibit H and what applicable debt service coverage ratio is required for the Project. If the actual costs ofthe Project were less than the anticipated costs of the Project, then the City will be deemed to have made a prepayment on the TIF Bond in an amount equal to the amount by which the projected costs of the Project exceeded the actual costs of the Project. If the applicable debt service coverage ratio is less than 1.4 to 1.0 in the case of a Traditional Financing, or if the applicable lease payment coverage ratio is less than 1.20 to 1.0 in the case of a REIT/SalelLeaseback (which is equivalent of debt and equity payments combined), then the City will be deemed to have made a prepayment on the TIP Bond in an amount necessary to reduce the outstanding principal balance of the TIF Bond to the amount that it would have been, had the original amount of the TIF Bond been determined taking into account the lesser debt service coverage ratio or lease payment coverage ratio, as the case may be. (b) Upon refinancing of the Project (anticipated to occur seven years after the commencement of construction of the Project), if the debt service coverage ratio required by the new first mortgage lender is less than 1.4 to 1.0 or the applicable lease payment coverage ratio is less than 1.4 to 1.0, then the City will be deemed to have made a prepayment on the TIF Bond in an amount necessary to reduce the outstanding principal balance of the TIF Bond to the amount that it would have been, had the original amount ofthe TIF Bond been determined taking into account the lesser debt service coverage ratio or lease payment coverage ratio, as the case may be. The term "Traditional Financing" means permanent financing for the Project (as opposed to interim construction financing) consisting of a combination of secured mortgage debt and Owner secured equity in a nitio of 75% debt and 25% equity. The term IlREIT/Sale/Leaseback" means a financing structure whereby 100% of the cost of the construction and development costs are provided by a Real Estate Investment Trust (REIT) which, upon completion of construction, becomes the nominal Owner of the property and which thereupon leases back the entire property to the Operator. 15. Parking. Developer understands and agrees that it shall be Owner's and Developer's obligation to provide adequate parking for the Project complying with all QBMKE\6062236.11 applicable laws, rules, regulations and ordinances, at Owner's and Developer's cost and expense. City has reviewed and approved the Declaration of Parking Easement, Right of Way and Maintenance Agreement entered into in connection with the Project, dated :)u-1\f ~ll dOol 16. Si2na2e. All signage installed at the Project, both during construction and after completion of the Project, must comply with all applicable laws, rules, regulations and ordinances. All signage shall be maintained, repaired and replaced as necessary by Developer, at its expense. 17. Real Estate Taxes and Assessments. Owner is required to payor cause to be paid timely to the City generally applicable property taxes assessed and levied by the City in connection with the Project under its applicable property tax laws, rules, rates, regulations and ordinances in effect from time to time. Nothing in this Agreement shall impair any statutory rights of the City with respect to the assessment, levy, priority, collection and/or enforcement of real estate and personal property taxes. In addition, Owner is required to pay timely to the City all special assessments as may be assessed or levied in connection with the Project under the applicable special assessment laws, rules, regulations, ordinances and rates in effect at the time said special assessments are assessed or levied. Developer agrees that if at any time during the term of this Agreement any part ofthe Project Land and/or the Project becomes exempt from general property taxation, the then owner in title to the Project Site and the Project and its successors and assigns shall make a payment in lieu of taxes to the City as required from time to time by the City. 18. Indemnifications. Developer hereby indemnifies, defends, covenants not to sue and holds the City harmless from and against all loss, liability, damage and expense, including attorneys' fees, suffered or incurred by the City in any way in connection with the Project or the Project Site, including without limitation: (a) the failure of Owner or Developer or its contractors, subcontractors, agents, employees, or invitees to comply with any environmental law, rule, regulation or ordinance, or any order of any regulatory or administrative authority with respect thereto; (b) any release by Owner or Developer or its contractors, subcontractors, agents, employees, or invitees of petroleum products or hazardous materials or hazardous substances on, upon or into the Project; (c) any and all damage to natural resources or real property or harm or injury to persons resulting or alleged to have resulted from any failure by the Owner or Developer and/or its contractors, subcontractors and/or agents to comply with any law, rule, regulation or ordinance or any release of petroleum products or hazardous materials or hazardous substances as described in clauses (a) and (b) above; (d) any violation by Owner or Developer at the Project or the Project Site of any environmental law, rule, regulation or ordinance; (e) claims arising under the Americans With Disabilities Act, and any other laws, rules, regulations or ordinances; (f) the failure by Owner or Developer to comply with any term or condition of this Agreement; (g) injury to or death of any person at the Project and/or injury to any property resulting from the Project; and (h) the failure of Developer to maintain, repair or replace, as needed, any portion of the Project. With respect to a violation of subparagraph (f) only, the City's remedies are those set forth in paragraph 12 above. The Developer shall not be liable with respect to QBMKE\6062236.11 any violation of subparagraphs ( a) through (d) above, to the extent the violation of the environmental laws existed at the Project on the date ofthis Agreement. The terms "hazardous substances" means any flammable explosives, radioactive materials, hazardous wastes, toxic substances, or related materials, including without limitation, any substances defined as or included in the definition of "hazardous substances," "hazardous wastes," "hazardous materials," "toxic substances" under any applicable federal or state or local laws or regulations. 19. Fire and Safety Hazards. Developer agrees to construct the Project in conformance with all fire and safety standards specified by applicable law. 20. Nondiscrimination. The City and Developer agree that the Project shall not be sold to, leased or used by any party in a manner to permit discrimination or restriction on the basis of race, creed, ethnic origin or identity, color, gender, religion, marital status, age, handicap or national origin, and that the construction and operation of the Project shall be in compliance with all laws, rules, regulations and ordinances relating to discrimination or any of the foregoing. 21. No Personal Liability. Under no circurnstances shall the City or any council person, officer, official, director, attorney, employee or agent of the City have any personal liability arising out of this Agreement, and no party shall seek or claim any such personal liability. 22. City Authorization. The execution of this Agreement by the City was authorized by Resolution 07-87 of the City's Common Council dated March 13,2007. 23. Staff Approval. Except for this Agreement, all other docurnents and agreements that require approval by the City in connection with this Agreement or the Project shall be approved by a staff person designated by the City or Authority. 24. Termination of TIF Bond. Developer understands and agrees that any amount of tax increment received by the City following the Termination Date may be used by the City, at its sole discretion, for any purpose whatsoever. That tax increment will not be used to make any payments on the TIF Bond, even if the debt evidenced by the TIF Bond was not fully paid. 25. Operator Entity. Developer shall at all times during the term of this Agreement be the managing member of the Operator and hold a majority limited liability company interest in the Operator and there shall be no amendment or modification to the formation docurnents of the Operator or Developer which would in any way modify or change such management and control of the Operator and Developer by Dan Anbar. 26. Security for Oblieations. Simultaneously with the execution of this Agreement, Developer and its principals (as determined by the City), will deliver a guaranty of completion ofthe Project to the City, in form and content acceptable to the City. Upon delivery to the City of the payment and performance bond referenced in paragraph 9 above, the City agrees that it will release this guaranty of completion. QBMKE\6062236.11 .. 27. Surplus Cash. Beginning at such time as there is net cash flow from the Project (expected to occur in year 4 ofthe Project), Developer shall establish a cash flow reserve (the "Working Capital Fund"). Net cash flow each year from the Project shall be deposited into the Working Capital Fund until the amount in the Working Capital Fund is $500,000. Once the amount on deposit in the Working Capital Fund is $500,000.00, then any further net cash flow from the Project shall be disbursed each year until the TIF Bond has been paid or deemed paid in full, within 30 days of the date of the audited financial statements for the Project, as follows: (a) One-third of the surplus cash flow shall be disbursed to Developer and shall be used by Developer within the next succeeding 12-month period for capital improvements to the Project and Project Site; and (b) One-third ofthe surplus cash flow shall be disbursed to the City to be used by the City to reduce the principal amount of the TIF Bond; and (c) One-third of the surplus cash flow shall be disbursed to the Developer of the Project to be used for any purpose the Developer chooses. Developer and the City agree that only CRL, LLC and its Affiliates shall be personally liable for the payment of surplus cash flow as described in this Paragraph 27, it being understood that if CRL, LLC, or any of its Affiliates is owner, developer or operator of the Project, then CRL, LLC and/or its Affiliate(s) shall be personally liable for the payment of amounts due under this paragraph 27. Owner shall not be personally liable for any amounts due under the paragraph 27 and any successor developer/operator shall not be liable for amount due under this paragraph 27, unless such successor is CRL, LLC or any of its Affiliates. The net cash flow shall be determined taking into account the line items shown as income, expenses and payments in the back-up material summarized on the Projected CRL-Parkside LLC Independent Living Apartments, Market Rate Apartments and Commercial Executive Financial Summary, a copy of which is attached as Exhibit H, including but not limited to the line item for the Working Capital Loan Debt Service expected to be paid each year by Developer to Owner. 28. Miscellaneous. (a) Notwithstanding anything to the contrary set forth herein, the City acknowledges and consents to: (a) Developer assigning to the Owner the TIF Bond and the right to receive payments under the TIF Bond, and if requested in writing by Owner and Developer, the City shall make principal and interest payments on the TIF Bond to Owner; (b) the Owner, and the Owner's successors and assigns selling, transferring, assigning, leasing, or otherwise disposing of the Project Site or any portion thereof from time to time ("Transfer") without the prior consent of the City and any such Transfer in and of itself shall not terminate the obligation of the City to make payments on the TIF Bond; (c) the Owner, and the Owner's successors and assigns mortgaging or encumbering the Project Site or any portion thereof without the prior consent of the City and any such QBMKE\6062236.11 mortgage or encurnbrance in and of itself shall not terminate the obligation of the City to make payments on the TIF Bond; and (d) following completion of the Project or if the Owner exercises its rights and remedies against Developer and/or Operator as a result of a default under docurnents governing the transaction between Owner and Developer, Owner replacing Developer and/or Operator in accordance with the terms of any agreement by and between Owner and/or Developer or Owner and/or Operator, as long as such replacement(s) assume all of the obligations and liabilities of Developer and Operator under the terms of this Agreement. Except as otherwise specificallY,set forth herein, the respective rights and liabilities of City and Developer under this Agreement are not assignable or delegable, in whole or in part, without the prior written consent of the other party. The provisions of this Agreement shall inure to the benefit of and be binding upon the successors and assigns of the parties. (b) No waiver, amendment, or variation in the terms ofthis Agreement shall be valid unless in writing and signed by the City and Developer, and then only to the extent specifically set forth in writing. (c) All agreements, representations, warranties, covenants, liabilities and obligations made in this Agreement and in any docurnent delivered pursuant to this Agreement shall survive the execution and delivery of this Agreement at the Closing. (d) All communications or notices required or permitted by this Agreement shall be in writing and shall be deemed to have been given (i) upon delivery to an officer of the person entitled to such notice, ifhand delivered, or (ii) two business days following deposit in the United States mail, postage prepaid, or with a nationally recognized overnight commercial carrier that will certify as to the date and time of delivery, airbill prepaid, or (iii) upon transmission ifby facsimile, and each such communication or notice shall be addressed as follows, unless and until any of such parties notifies the other in accordance with this Paragraph of a change of address: If to the City: City of Oshkosh, Wisconsin 215 Church Avenue Oshkosh, VVI 54903-1130 Attention: Jackson R. Kinney Facsimile No.: (920) 236-5053 If to Developer: CRL, LLC 899 Skokie Boulevard Suite 204 Northbrook,IL 60062 Attention: Dan E. Anbar Facsimile No.: (847) 509-4717 QBMKE\6062236.11 If to Owner: Health Care REIT, Inc. Suite 1500 P.O. Box 1475 Toledo,OH 43603-1475 Attention: General Counsel Facsimile No.: (419) 247-2826 (e) This Agreement and the documents executed pursuant to this Agreement and in connection with the TIF Bond contain the entire understanding of the parties with respect to the subject matter hereof. There are no restrictions, promises, warranties, covenants or undertakings other than those expressly set forth in this Agreement and the documents executed in connection with this Agreement and the TIF Bond. This Agreement and the documents executed in connection herewith and in connection with the TIF Bond supersede all prior negotiations, agreements and undertakings between the parties with respect to the subject matter hereof, including without limitation, the terms ofthe term sheet executed in connection with the Project. (f) This Agreement is intended solely for the benefit of Owner and Developer and the City, and no third party (other than successors and permitted assigns) shall have any rights or interest in any provision of this Agreement, or as a result of any action or inaction of the City in connection therewith. Without limiting the foregoing, no approvals given pursuant to this Agreement by Developer or the City, or any person acting on behalf of any of them, shall be available for use by any contractor or other person in any dispute relating to construction of the Project. (g) This Agreement shall be governed by, and construed and interpreted in accordance with, the laws of the State of Wisconsin applicable to contracts made and wholly performed within such state. (h) This Agreement may be executed in several counterparts, each of which shall be deemed an original, but such counterparts shall together constitute but one and the same agreement. Facsimile signatures shall be deemed original signatures for all purposes of this Agreement. (i) Any provision of this Agreement which is prohibited or unenforceable in any jurisdiction shall, as to such jurisdiction, be ineffective to the extent of such prohibition or unenforceability without invalidating the remaining provisions of this Agreement in such jurisdiction or affecting the validity or enforceability of any provision in any other jurisdiction. (j) Nothing contained in this Agreement or any other docurnents executed pursuant to this Agreement, shall be deemed or construed as creating a partnership or joint venture between the City and Developer or between the City and any other person, or cause the City to be responsible in any way for the debts or obligations of Owner or Developer or any other person. Developer further represents, warrants and agrees, for itself and its successors and permitted assigns, not to make any assertion inconsistent with its acknowledgment and agreement contained in the preceding sentence QBMKE\6062236.11 in the event of any action, suit or proceeding, at law or in equity, with respect to the transactions which are the subject of this Agreement and this paragraph may be pleaded and construed as a complete bar and estoppel against any assertion by or for Developer and their respective successors and permitted assigns, that is inconsistent with its acknowledgment and agreement contained in the preceding sentence. (k) Time is of the essence of each and every obligation or agreement contained in this Agreement. (I) If any party is delayed or prevented from timely completing construction of the Project, by reason of fire, earthquake, war, flood, riot, strikes, labor disputes, governmental restrictions, judicial order, public emergency, or other causes beyond the control of the party obligated to perform, performance of such act shall be excused for the period of such delay and the time for the performance of any such act shall be extended for a period equivalent to such delay. (m) This Development Agreement shall terminate on the expiration of the maximum statutory life of the TIF District or payment in full of the TIF Bond, whichever comes first. (n) A memorandum of this Agreement shall be recorded in the office of the Register of Deeds ofWinnebago County, Wisconsin, prior to the recording of any mortgage on Project, it being understood by the parties that until the Termination Date, this Agreement will run with the land and will be binding upon the Project Site and the Project and any owner and/or lessee and/or mortgagee and/or operator of all or any portions of the Project Site and the Project and their successors and assigns. (0) The headings in this Agreement are for reference only and are not intended to modify any of the terms and conditions of this Agreement. (p) Nothing contained in this Agreement is intended to or has the effect of releasing Owner or Developer from compliance with all applicable laws, rules, regulations and ordinances in addition to compliance with all terms, conditions and covenants contained in this Agreement. (q) This Agreement is the product of negotiation among all of the parties hereto and no term, covenant or provision herein or the failure to include a term, covenant or provision shall be construed against any party hereto solely on the basis that one party or the other drafted this Agreement or any term, covenant or condition contained herein. (r) The Future Development Site is not the subject of this Development Agreement. Any development of the Future Development Site will be in accordance with all generally applicable laws, rules, regulations and ordinances. Any tax increment created from the Future Development Site will not be available to offset any of the liabilities of Developer under this Development Agreement or of Owner. Any tax increment created from the Future Development Site shall not be available to make any payments on the TIF Bond and Developer understands and agrees that the City shall not QBMKE\6062236.11 be liable to make payments on the TIF Bond from any tax increment created from the Future Development Site. QBMKE\6062236.11 t In Witness Whereof, this Agreement is executed as of the date first above written. City of Oshkosh, Wisconsin APPROV~gD a..s40,.". '"., ~eGv~~ ~~.., ClllAllUftNEV OlHKOI~W~I~'tl' '.. WISCONSIN BY~~ .~~rrJ.. A, 1,u,1~' ;~_~anager , STATE OF WISCONSIN ) '\1 j., )ss. VV'r\~~O COUNTY ) 0, Personally appe~efo"f'lle thi~ day ov4-tmlL~ 2007, the above-named pJ.W\ t Wo\~<--and~~t?''f:-. bJ-rI~ ' the'~ager and City Clerk, respectively,ofth ity of Oshkosh, Wisco n, to me known to be the persons who executed the foregoing agreement on behalf of the City and by its autMity. ~f~~4 Name: Notary Public, State of WiSCOnjin) My Commission expires: t l g ..40tO . QBMKE\6062236.11 .. CRL, LLC, an Illinois limited liability company By: '1; ar ~ Mana i Member' ; eW1-1LJ :T.. k~ ~ t "'-- Pi<-- . By: STATE OF WISCONSIN ) )ss. WlhhrJD:r COUNTY ) ,. . . Personally appeared before me this 0~ay of ~1AJ- ,2007, the above- named Dan E. Anbar, Managing Member of Andev Group, LC, the sole member of CRL, LLC, an Illinois limited liability company, to me known to be the person who executed the foregoing agreement on behalf of said limited liability company and by its authority. ~Dj~CJ- -~~ Name: Notary Public, State Ofwiscon~l^~. My Commission expires: . J L~ J.OLb QBMKE\6062236.11 " Acknowled2:ement and Consent of Owner The Owner hereby acknowledges and agrees that a memorandurn ofthis Development Agreement will be recorded in the office of the Register of Deeds of Winnebago County, Wisconsin. It is intended that this Development Agreement be an encurnbrance against the Project Site and the Project and the Owner's interest therein. The Owner hereby consents to such encumbrance. The Owner agrees that this Development Agreement is an encurnbrance against the Project Site and Project and until the Termination Date, this Agreement will run with the land and will be binding upon the Project Site and the Project and any owner and/or lessee and/or mortgagee and/or operator of all or any portions of the Project Site and the Project and their successors and assIgns. Notwithstanding the foregoing, the City agrees that the Owner is not personally liable for the payment of any of the obligations or for the performance of any of Developer's covenants made in this Agreement; provided, however, the Owner and its successors and assigns shall not violate any of the terms, condition and covenants contained herein. The City shall take no action personally against Owner in the event of a default by Developer under this Development Agreement, except such as may be necessary to subject the Project and the Project Site to the satisfaction of the obligations. [Owner's signature page follows.] QBMKE\6062236.11 .. In Witness Whereof, the Owner has executed this Acknowledgement and Consent as of the date and year above written. Health Care REIT, Inc., a Delaware corporation ~l~ By: Name: Title: Erin C. Ibele . . ~enior VIce President- AdminIstration and Corporate Secretary STATE OF OHIO ) )ss. COUNTY OF LUCAS ) Personally appeared before me this~ day. of{2udo07, the above- named _ Erin C. .lbele , ~~njorV~ Prelirg~n' of Healt Care REIT, Inc., a Delaware corporation,~Mlm>tll~rJfij'mlliWtla~executed the foregoing agreement on behalf of said corporation and by its authority. , () /t; Nat:~V rf#- Notary Public, State of Wisconsin My Commission expires: This instrument was drafted by and upon recording return to: ~\ .. l RITA J. ROGelE ; Notary P~blic, Slate of Ohio I My CommissIon Expires 08-26-2010 Ann K. Comer, Esq. Quarles & Brady LLP 411 E, Wisconsin Avenue Milwaukee, WI 53202 QBMKE\6062236.11 , . Exhibit A (Certified Survey Map No. 6103) QBMKE\6062236.11 'z w ~ ~~ ~~ <U ~g ln~ L5i= ~;: ~t-f QL5 Weo ~~ "'w ::.::(.!) <z o~ o w . !;;:i= uO:: :;:g u..CO 0- zo.. Q5: 0::'" OZ 0..== 01-0 f2 z~t oz ~~~ 5'" Eu.. 00 Q.... .......p1-:::- ........Q I-- ~~~ ~..J ~ ~~g ....., U w OO~ i= N~ Q::.::.... 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Cl' o 0 '" J--o _00. c-.... (J) ocnO ~~ Pd z -+l::J Cl "'~ ~ dffi COO- ZO g&: 5"- mO o o o ,2 o I ~ _ _G:i I * :;::11 2':51 "'l:'1 8 ~I ~ -"'l7'~1 eo I~' N ~I c:l, _~~Il }JJ ~jl 0:: ~ Cl::'I' I '" ~~ "tf ~I ,~ ~cb m ~'I .~Z I 0"1 z ~I I I I ........ ~z I (\ ~ '0 I -:::-~~' I '],1;JE"1 '/ I '/ ~ ~g - '}'J ~i:iL- -L ~ ;:= o:::t; I". -+ I ffi!:: 3.,OS,tO.oON ~ C33) g ~ (,33) ;';; ~ ~f; ~ ,., <c I 'J.r; YVO I ~ ~ ;:5;;:; 0 (,33) :Lr; YVO alLv.:?V;1 ::ri ~ 'J.r; YVO 1001_ I'- I L<lOO - I Z r ~:. ~ I - r- -I - l Ul: I ~ll I I ~~ ~/g.l/l:: : ~/ 13 I I I "-l\~1 ' r='__ ;:;j~ I -~e-"<f l-...I~ I "0,., t:3 fEo " oBS:,,: ::!"8"0~1 C:l~1 ONtO <o..:!: I ,l/u;a:i~~-''''' -':1 ,,-..JI;::;:, tOtO.... ~/ ~. / :::; ~~~, ..... ~ till ~ ~ ~ _ _ ~ ~ en I ~, 1 ,S ~ ~ ~~::tl ~, N _ _ _ ~ T w I J ~ / / '" ~~/.ni::...j == I ~ ~~ ~l I~I' '/ / Co ~1:51"'j' ~I"I ~I!O ---~- y.;i' t') I"'l:: ~1~1 ~, ..0. '" "1i:l I I+!~ 't;: ,).. .....1 l-...1"1"'l::I;<I"1 !.<J!Sj "-' C":)G:.!t! ,/.../ 0':: ~I ~1 8\;::;:1 ~ ~o '],/ G~ 1 ~;:/ I -lo~'J ~I~--- Yil ~ Z q / ~~ E::l."'~ / q '" =. c..:;1 ,;S ~- - - - ~t&- J (J34'f8.3El qL a ",- - - - -~ ~ I 0::", ~ I I" 'D \ 'fJOV8 X:J/8E{ ~ ~ ~ ~ 'I In:: ~~Il.JJ I // I' ' lri"!', I ~~jt51 / /'1 10;- / l' -~..l. \It.stt M..lZ,\ll.OON_ "'N (ot'Stt) _ :::l UJ ---1 __________"'____ - ~~ 1 - - - - - (,33) il;RJ.LG ,JIlO::i9 "' ~ -~~l I - - T loorsJg;;;NjHr=;"ii'(~ - - ~ I I~- I I I r- L FORM NO. 9B5.~ 9'!! ttS.(TlIlt'" CERTIFIED SURVEY MAP NO. (0 (03 SURVEYOR'S CERTIFICATE: I, CHRlSTOPER E. PERREAULT, REGISTERED WISCONSIN LAND SURVEYOR, CERTIFY THAT I HAVE SURVEYED, DIVIDED AND lvlAPPED ALL OF LOTS 1 THROUGH 20 IN CORBETTS REPLAT, ALL OF LOTS 1 THROUGH 18 IN BLOCK 2 OF CARL HENNlNG'S ADDITION AND THAT PART OF VACATED OAK STREET LYING EAST OF AND ADJACENT TO BLOCK 2 OF CARL HENNIG'S ADDITION, LOCATED IN THE NORTHEAST V4 OF THE NORTHEAST V4 OF SECTION 24, TOWNSHIP 18 NORTH, RANGE 16 EAST, 11 TH WARD, CITY OF OSHKOSH, WINNEBAGO COUNTY, WISCONSIN, BOUNDED AND DESCRIBED AS FOLLOWS: COMMENCING AT THE NORTIlWEST CORNER OFSECTION 24; THENCE N89043'25''E, 2641.27 FEET ALONG THE NORTH LINE OF THE NORTHWEST V4 OF SECTION 24 TO THE NORTH y.. CORNER QF SECTION 24; THENCE CONTINUING N89043'25"E, 2642.06 FEET TOA POINT ON THE NORTHERL Y EXTENSION OF THE WEST RIGHT-OF-WAY LINE OF HAZEL STREET; THENCE SOO"08'44"W, 540.17 FEET ALONG SAID EXTENSION TO THE SOUTHERLYRIGHT-OF- WAY LINE OF CLEVELAND AVENUE AND THE POINT OF BEGlNNING; THENCE SOoo08' 44"W, 448.02 FEET ALONG THE WEST RIGHT-OF-WAY LINE OF HAZEL STREET TO THE NORm RIGHT-OF.-WAYLINE OF EAST PARKWAY AVENUE; THENCE S89"40'46"W, 283.55 FEET ALONG SAID NORTH RIGHT -OF-WAY LINE; THENCE S89036'38''W, 66.00 FEET ALONG SAID NORTH RIGHT-OF- WAY:' LINE; THENCE S89047'38"W, 268.74 FEET ALONG SAID NORTH RIGHT- OF-WAY LINE TO THE EAST RIGHT-OF-WAY LINE OF GROVE STREET; TIffiNCE NOo025'22"W, 449.45 FEET ALONG SAID EAST RIGHT-OF- WAY LINE TO THE SOUTH RIGHT -OF- WAY LINE OF CLEVELAND A VEN1JE; THENCE N89049'52''E, 268.23 FEET ALONG SAID SOUTH RIGHT -OF- WAY LINE; THENCE N89055'04''E; 66.00 FEET ALONG SAID SOUTH RIGHT-OF- WAY LINE; TIffiNCEN89"51'40''E, 288.51 FEET ALONG SAID SOUTH RIGHT-OF-WAY LINE TO THE POINT OF BEGINNING. SUBJECT TO ALL EASEMENTS AND RESTRICTIONS OF RECORD. THAT I HAVE MADE SUCH SURVEY UNDER THE DIRECTION OF BEN GANTHER, 4825 C.T.H. "A", OSHKOSH, WISCONSIN 54902. . . THAT THIS lvlAP IS A CORRECT REPRESENTATION OF THE EXTERIOR BOUNDARY LINES OF THE LAND SURVEYED. THAT I HAVE FULLY CO:MPLlED WITH THE PROVISIONS OF CHAPTER 236.34 OF THE WISCONSIN STATU1ES AND THE SUBDIVISION ORDINANCE OF THE CITY OF OSHKOSH. """'\\\\\\\\\111 ~.,-; c:,CON I11111 '-....\ \ '1"""''''''f...~/A _II~ -..\~..I "," ~ l CHRISTOPHER Eo \ ~ '* f PERREAULT 1 *' ~ . \ 5-2249 t ~ \ APPLETON,,/ ff " (,.. '. WIS, ,,' 09: ::: 7. T. '" .' ::: flIt /1;.0 ,,,,,,...,. ~ $' "Ilt SU\'l\-.J #' 111'\,,\\\\~ 4:~ ~-7'-O? C STOP.HER. PERREAULT, RLS-2249 DATED CAROW LAND SURVEYING CO., INC. 615N, LYNNDALEDRlVE,P,O, BOX 1297 APPLETON, WISCONSm 54912-1297 PHONE: (920)731-4168 A074.11 (cp-bw RFR) 5-30-07 PLAN COMMISSION CERTIFICATE: TIllS CERTIFIED SURVEY MAP WAS APPROVED BY THE PLAN COM1vlJSSION OF THE CITY OF OSH:KOSH ON THIS 21rY-.DA Y OF )/ N1 ~ , 2007. . ~~ ):I~ .~ PRlliC AL PLANNER, OSHKOSH TREASURER CERTIFICATE: I HEREBY CERTIFY THAT THERE ARE NO UNPAID TAXES OR UNPAID SPECIAL ASSESS1v.IENTS ON ANY OF THE LAND INCLUDED ON THIS CE TIFIED SURVEY MAP. ~ ).. hw-. ""- d<.. b/;;qf!)7 ' --/1) (i -1s>r.~::fI:i:REAsURER r DATED COUNTY SHEET 2 OF 3 SHEETS FORM NO. 98S.A i;H.c.mmar _.~_.. CERTIFIED SURVEY MAP NO. ~ t 1) ~ CORPORATE OWNER'S CERTIFICATE OF DEDICATION: GITCHI GUMEE, LLC, A LIMTED LIABILITY COlvlP ANY DULY ORGANIZED AND EXISTING UNDER AND BY VlRTUE OF THE LAWS. OF THE STATE OF WISCONSIN, AS OWNER, DOES HEREBY CERTIFY THAT SAID LIMTED LIABILITY COIMP ANY CAUSED TIIE LAND DESCRIBED ON THIS CERTIFIED SURVEY MAP TO BE SURVEYED, DIVIDED AND MAPPED AS REPRESENTED ON THIS CERTIFIED SURVEY MAP. GITCHI GUlvlEE, LLC, DOES FURTHER CERTIFY THAT THIS CERTIFIED SURVEY MAP IS REQUIRED BY S.236.10 OR S. 236.12 TO BE SUB11ITTED TO THE FOLLOWING FOR AFPROV AL: CITY OF OSHKOSH. IN WTINESS WHEREOF, THE SAID GITCHI GUMEE, LLC HAS CAUSED TIffiSE PRESENTS TO BE SIGNED BY BEN G~ IT'S MANAGIN'G 1:v1EIvJ;BER AT OSHKOSH, WISCONSIN, ON THIS 27~ DAY OFJ fA......L ,2007. IN' THE PRESENCE OF: GITClll Gillv1EE, LLC by ~GMRffiER STATE OF WISCONSIN) ) SS WINNEBAGO COUNTY) PERSONALLY CAME BEFORE:ME THIS ,2'711- DAY OF '"J7:~ ,2007, BEN GANTHER, MANAGlliG :ME:MBER OF THE ABOVE NA!\.1ED LIMTED LIABILITY CQ:tv.lP ANY, TO :ME KNOWN TO BE THE PERSON VVHO EXECUTED THE FOREGOING INSTRUlv.lENT, AND TO :ME KNOWN TO BE SUCH MANAGING 11EMBER OF SAID LIlvITED LIABILITY C01YfP ANY, AND ACKNOWLEDGED THAT HE EXECUTED THE FOREGOING INSTRUMENT AS SUCH MANAGING :ME11BER AS THE DEED OF SAID Lil'v.ITED LIABILITY COMPANY, BY ITS A~, yp NOTARYP~ MY COlv.l:MISSION EXPlRES \H::.~~~~"",-+- SHEET 3 OF 3 SHEETS """"\\\\\"1111" ~,......,; SCON""'III .::> _\ \ .......... '->/.11 _ I" :: ~.,....... ....... V :t~ ff ./ CHRISTOPHER E.'.... ~ ~ "* f PERREAULT ': 1:< ~. ~ ~ S-22~9 : ~ ~ .... APPLETON, ,.: E 1'l (' ..... WIS. .....00:- ff 1III,"9"VC;..........::fi:...J.: ~.$ 1"", SU?: "',...... 1",\\\\ ",,,...,,... <:: 5 - '3 1- 07 ;h' , CHRISTOPHER . PERREAULT, RLS-2249 DATED CAROWLANDSURVEYmGCO.,IN~-l:tl :tIc...,!$) :0:: 615N.LYNNDALEDRIVE,P.O.BOX~~ [rip ~ ~fi:J f-Io APPLETON, WISCONSIN' 54912-1297 "rlffi$3 Uj~t:l :tliii8 .):- PHONE: (920)731-4168 ~g~ ;;j~ 1ig:!::j ~J A074.11 (cp-bw RFR) 5-30-07 ~t;i~ ;~:;,~ ~~~ tn trlgj !;:;' ~ !;:;'~o './ trl - OZ"rl l~ gJ 0:;: Z-l"rl >- tn V'.. 0<.... II~ Ul N ~ ("l \lJ "=-- oS N..:trl ~w oS ~.... Exhibit B (Future Development Sites) (Lot 3, Certified Survey Map No. 6103 and Longfellow School Site) QBMKE\6062236.5 5: W o <: ~~ o~ ~C3 ~g !n~ i:5j:: ~;: ~!i 1::;ji:5 Wee g:- tnw :><:C <:z o~ @::C !<I- ~gs :>Z u..<<Xl 0- zo- Q:i: o::tn 0; o.~ O~12 Z~~ oz ~~~ atn Eu.. 00 Q-+ ~tn::::- ~~~ ~:~ =:>0 w 00 ~ j:5 N~ Q6.::::. r:Jg - rz:~ Jo-I <<Xl :c E-4 - b: t:t= a ~ r:J5 w C) ~ j:5 I-O!:: - ~@ o!< ....JO 0' ....;'....J . :s _O!:: o.ztn woz o::E81- tn 0 f!l fi3 E ~====ee ~~~.~~~ o-zo 10 '-' Z::JZ-,_c:-l Zo r<J O!:: :i:O~~:or -'01- '" ~secu..a~ 0~0i= :c w u g0!::2~~ ~t'l3:::Jl>... j:5:><: _j:50 (,):Co::..;- -glBo........ 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'1 ~ ::::-~~' 1'J,:eJ'EI\' 1\/ j:5Q _ --l ,s w ~::5L- -L cr:E; . ~ I ~.~ Ow /QaJ 0 0 w_ Z tf) fJ./..// in C! gj ~ c:::i :iG' )/VO I ~ ~ L5;c C!i (,33) :LoG' YItO @.Lv.:?V/I -"I I ~ ~ $:' ; r- -r -I - '<)1 I I I:>g ~ / g ~ I I I ~ ""'" /.... I I I ~I~: 1-='__ g~ I. 1 C;I~ I 0'r<J ~ 0:: cr 1'-......I~1 ~~~ ~/~;:.I I I "'l G 1 I ~ ~ ) / X 0> 1 +i I ~ / ,,\1;.- I ~ ~ T i - - - ~I ~ / ~ /2 I 'S ~~I ~ / I ~ G -~I-I~I J.l.l ~/ L~W-j ~/'~.Zz.!;Z.ods IX) ~1;:51"i1 ~I ",I \!,.j I _10 - - - --.- - ~i' 'l, I') I'" l:ti1Y'l[ ">[ ~ '" 1;::::F;l I I/' }...., ~ .....I~ "'/....1 w~ ~. t;:;CI> 1-+ 1--- ",I ~I~i'~ ~~ ~/ ~~ I ~~/ I ~;l C1d5 ":/ ofill~1 ~I <:.51 I~ I ~- - - -D~~ J1 034'18 JEI at I ~tn..5 _ _ _ _~ VI ~I 0:: eo ::;: I \ "!JOVa )I:J/tJEl, I 3 ~ ~ ~ J tl.:: ~,ll...11 / I \ j <J/ I ri"'l \~/ c::aoJ~11 / / IO~ / I J -8,. l _~:--L _ _ _ _ _ (6t1t; _ _ _ ~Z~,9~.OON 18_ ~ _ _ _ ~@ I (,33) il;FcJJ.G' d1lO~9 1:i -gtiij I 1-- T loors,fDiNNffi'iItD - - ~ I -~n I I I FORM NO. 9BS.A !ii! !i'=...millcr CERTIFIED SURVEY MAP NO. (0 ( 0.) SURVEYOR'S CERTIFICATE: I, CHRISTOPER E. PERREAULT, REGIS1ERED WISCONSIN LAND SURVEYOR, CERTIFY THAT I HAVE SURVEYED, DNIDED AND MAPPED ALL OF LOTS 1 THROUGH 20 IN CORBETTS REPLAT, ALL OF LOTS 1 THROUGH 18 IN BLOCK 2 OF CARL HENNIN'G'S ADDITION AND THAT PART OF VACATED OAK SJREET LYING EAST OF AND ADJACENT TO BLOCK 2 OF CARL HENNIG'S ADDITION, LOCATED IN THE NORTHEAST V4 OF THE NORTHEAST ~ OF SECTION 24, TOWNSHIP 18 NORTH, RANGE 16 EAST, 11 TIt WARD, CITY OF OSHKOSH, WINNEBAGO COUNTY, WISCONSIN, BOUNDED AND DESCRIBED AS FOLLOWS: COMMENCING AT THE NORTHWEST CORNER OF SECTION 24; THENCE N89043'25''E, 2641.27 FEET ALONG THE NORTH LINE OF THE NORTHWEST V4 OF SECTION 24 TO THE NORTH V4 CORNER OF SECTION 24; THENCE CONTINUING N89043 '25"E, 2642.06 FEET TO A POINT ON THE NORTHERLY EXTENSION OF THE WEST RIGHT-OF-WAY LINE OF HAZEL STREET; TIffiNCE SOoo08' 44'W, 540.17 FEET ALONG SAID ExTENSION TO THE SOUTHERLY RIGHT -OF- WAY LINE OF CLEVELAND AVENUE AND THE POINT OF BEGINNING; THENCE SOO.08'44"W, 448.02 FEET ALONG TIIE WEST RIGHT-OF- WAY LINE OF HAZEL STREET TO THE NORTH RlGHT-OF..WAYLINE OF EAST PARKWAY AVENUE; THENCE S89040'46"W, 283.55 FEET ALONG SAID NORTH RIGHT -OF-WAY LINE; THENCE S89036'38"W, 66.00 FEET ALONG SAID NORTH RIGHT-OF-WAY LINE; THENCE S89047'38"W, 268.74 FEET ALONG SAID NORTH RIGHT- OF-WAY LINE TO THE EAST RIGHT-OF- WAY LINE OF GROVE STREET; THENCE NOo025'22"W, 449.45 FEET ALONG SAID EAST RIGHT-OF-WAY LINE TO THE SOUTHRIGHT-OF-WAYLmB OF CLEVELAND AVENUE; THENCE N89049'52''E, 268.23 FEET ALONG SAID SOUTHRIGHT-OF- WAY LINE; THENCE N89055'04"E; 66.00 FEET ALONG SAID SOUTH RIGHT -OF- WAY LmB; THENCEN89051'40''E, 288.51 FEET ALONG SAID SOUTHRIGHT-OF-WAYLlNE TO THE POINT OF BEGINNING. SUBJECT TO ALL EASEMENTS AND RESTRICTIONS OF RECORD. THAT I HAVE MADE 'SUCH SURVEY UNDER TIIE DIRECTION OF BEN GANTHER, 4825 C.T.R "A", OSHKOSH, WISCONSIN 54902. . . THAT THIS MAP IS A CORRECT REPRESENTATION OF THE EXIERIOR BOUNDARY LINES OF THE LAND SURVEYED. THAT I HAVE FULLY CO:IV:IPLIED WITH THE PROVISIONS OF CHAP1ER 236.34 OF THE WISCONSrn STATUTES AND THE SUBDIVISION ORDINANCE OF THE CITY OF OSHKOSR ~ 5-:7L-07 C STOPHER. PERREAULT, RLS-2249 DATED CAROW LAND SURVEYING CO., INC. 615 N. LYNNDALEDRJVE, P.O. BOX 1297 APPLETON, WISCONSIN 54912.1297 PHONE: (920)731-4168 A074.11 (cp-bwRFR) 5-30-07 . ';"'''\\\\\\\\111 "'';''!SCON "1111 " _\ \ ............s' IA _'II;: '""-\".111' ..,":\." Ii" ./ CHRISTOPHER E. \ ~ '* f PERREAULT \ '* ~ ~ \ 5-22411 J g ~, \ APPLETON,.... = '9:. (... '. WIS. ,.' 09:' : 7. J. "t .1' .::: 'tll "1;<;> .......... ~ $ 1111I SUI"\-.j~.# !l\\I\~'H\~ PLAN COMMISSION CERTIFICATE: THIS CERTIFIED SURVEY MAP WAS APPROVED BY THE PLAN C011MISSION OF THE CITY OF OSHKOSH ON THIS 2frf.r...DA Y OF 'YNlE-, 2007. ~ ~:J~ ~ PRlNC~AL PLANNER, OSHKOSH TREASURER CERTIFICATE: I HEREBY CERTIFY THAT THERE ARE NO UNPAID TAXES OR UNPAID SPECIAL ASSESSMENTS ON ANY OF THE LAND INCLUD~ ~N THI~ CErTIFIED SURVEY.MAP. . ~ 1 ),u..r d- .g-7{.'7 . ~,1 /6, VVI . (~ 11. fj<;>r.C YTREASURER DATED COUNTY. ASURER DA1ED SHEET 2 OF 3 SHEETS FORM NO. 985.,1, ~H.c.millar -....... CERTIFIED SURVEY MAP NO. ~ t 1) ~ CORPORATE O\VNER'S CERTIFICATE OF DEDICATION: GITCHI GUMEE, LLC, A LIMTED LIABILITY COJ'vlP ANY DULY ORGANIZED AND EXISTIt.m UNDER AND BY VIRTIJE OF THE LAWS. OF THE STATE OF WISCONSIN, AS OWNER, DOES HEREBY CERTIFY THAT SAID LIMTED LIABILITY COMPANY CAUSED THE LAND DESCRIBED ON THIS CERTIFIED SURVEY MAP TO BE SURVEYED, DIVIDED AND MAPPED AS REPRESEN1ED ON THIS CERTIFIED SURVEY MAP. GITCHI GUMEE, LLC, DOES FURTHER CERTIFY THAT THIS CERTIFIED SURVEY MAP IS REQUIRED BY S.236.10 OR S. 236.12 TO BE SUBMITTED TO THE FOLLOWING FOR APPROVAL: CITY OF OSHKOSH. IN WITNESS WHEREOF, THE SAID GITCHI GU11EE, LLC HAS CAUSED THESE PRESENTS TO BE SIGNED BY BEN GAN~ IT'S MANAGlNG 11Elv1;BER AT OSHKOSH, WISCONSIN, ON THIS 27rft- DAY OF .J fA~ ,2007. ~ THE PRESENCE OF: GITCHI Gillv1EE, LLC by B~GMaffiER STATE OF WISCONSIN) ) S8 WINNEBAGO COUNTY) PERSONALLY CAME BEFORE:ME TIllS ..2'71'- DAY OF '"J7:1'f-12- .2007, BEN GANTHER, MANAGING MEMBER OF THE ABOVE NAMED LIMTED LIABILITY CQJ'vlP ANY, TO :ME KNOWN TO BE THE PERSON WHO EXECUTED THE FOREGOING INSTRU1v.lENT, AND TO :ME KNOWN TO BE SUCH MANAGING MEMBER OF SAID LIMTED LIABILITY COMPANY, AND ACKNOWLEDGED THAT HE EXECUTED THE FOREGOING INSJRUMENT AS SUCH MANAGING :MEMBER. AS THE DEED OF SAID LllvITED LIABILITY C011P ANY, BY ITS A~J?/ b NOTARYP~ MY CO:M:MISSION EXPIRES 'W?~~~x@<..+- SHEET 3 OF 3 SHEETS ~........,":.\'\\\n"1111 .;:-,......., sCON Illfff .:> _\\ .......... &1...1. III ff ~~..,.., .....:. v ~ = .... CHRISTOPHER E. " ~ ~ * 1 P~~~T j * g ~ \, APPLETON ./ E '1 /'. . .' 9:: = ", '"" .... WIS. .... 0 .: "f 'I\tD.............~-\ ~ IfIll', sut=.'-l ,......'.;:- \\11\\\1 \I",.... <:: ~ 5-'3/-,07 CHRISTOPHER . PERREAULT, RLS-2249 DATED CAROW LAND SURVEYING CO., rn~-l::.:l ::.:l'-< 51 :s: 615 N. L YNNDALE DRIVE, P.O. BOX ~~ !BE=' g: ~s:l I-' APPLETON, WISCONSIN 54912-1297 'Tl1ji!ii5 ~~t:3 :.:tEi'iS .p. PHONE: (920)731-4168 ~~~ ~d g~~ Llj A074.11 (cp-bwRFR) 5-30-07 ~'TltN oljl Gl eO~ (.Q trl'Tl 'Tlf:l"'t:>o.J trlnO'J trltrl oo-.J t:l o.l;;"' co t:l - 0:Z:'Tl l~ gJ oe :Z:-l'Tl ,... O'J V'.. .><~ vJ P' ~..:trl """=- S "1;'..... ~w Gl ::;: Exhibit B - Future Development Site ) ~ PARKSiDfPLACEPHASETHREE ) \ ... '" .. '" ... .. III :> C '" ~ 1I.1.......s-n:.R srn:'l'L~'i. CONT. S(:. \.LE: J:' - ~1-/}. MASTER SITE PLAN PARKSIDE PLACE PHASE THREE CLEVELAND STREET ... " " ,. '- " ... ~ ," ;: ~ r";::::::=..-==::.-.--.-.- II ~ORTI~ 'i' ".+... MASTEnsrn:l'LA"J f~! l.!.:I >('AI.F: f'_~iW..(" KEY .... '" w '" ... .. ll1J RESIDENT ROOM ., COMMON AREAS ~ VERnCAlORCULATlON G SUl'PORT AREAS o EXISTING '" <1; o RUAlL o CIRCULATION A MARKET RATE APARTMENTS I DOCTOR'S OffiCE 8 LONGFELLOW SCHOOL DEVELOPMENT SilE C ELDERLY HOUSING DEVElOPMENT SITE D FUTURE TOWNHOUSE DEVELOPMENT SITE FEBRUARY 28, 2007 ev1 ART I N !~'THEiFl"::',""' ."._,.'" ~ A. APiI"L1IIl.le''1El. GR0UP .~,,;,-~'.::;..~;::;;": ~~;lf"" a nl&n Ar<:hiiectuJ': . proka De-;"io~""~. ;.:';,. ,~;::',:":;:; CG~~Ucn@N e-~'~'.~:;'lt.ltl, ~.:~I \~'\"II:",,\.u;7;\~;"'~:~'l:"'~"";~. -;";.. StNCE1OOl} Exhibit C (Market Rate Apartments Site) (Lot 1, Certified Survey Map No. 1603) QBMKE\6062236.5 ~" ~I "'l:'l ~ \01 *~I~l ~ <I~I _o{~:1 kU ~11 I!'l 0:: ~ ~II I 01 W CO I') "'I co ZI..... 9:i I Z ~co m ~II ,sz I I U1 Z Cl:l1 I I .......... ~ . :::.-~ ~. I I 'l-:b'E'1 ~/ I ~/ j;Q _ ' S w '-=::;.1..- -L gs~ ~ b 8g zu) (,33) t; q ::;VlWr::: c:::i "J.G YVO I ~ ~ j:) ~ ~ -I I~~~:: ;; '<)11 II ~g?:l/ ~oIil ~I ~Cl ~ --.JT '''I\~I I _ _ _ ~ j;; tn S tsl~ I g~ ~ ~ l' 9 5 1"-......1 ~I as a::i ~ b. / 0..::: ~ 9 . ::! C\ ~ ~ r .- ~ '" ~~~ ~ I~T ,--- ~ o::E81- --;;;I-,\!5. kU J,/ tnCtn!G <Q I 1::~303: :"1-1",1 \WI,!O ___~__ ,l'/, [jJ :I: CO "'"I"'::" 01 l':~ I \' ~ IDtn>=I-IW......I~I'<CI.....1 !.<J~' I ~Q~~co~ 81~1 ~ m 0 '1,/ G~ I \:;~/ 1 !~l u~gzl~ \ril ~ zq '-~!.<J J ~3aaL r::..l(l)< / q(l) ~ Z :EUW.......... c...s\ 1;;:5 ~-- - - eC&- 3~~L - - - - -<<r C\,(j - j;N c" !;q I ~ 0 I 'fJopa ){:J/~E{ ~ ~ ~ ~ ocE8 ZCD f5'" SI J \/ "'I') b. 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[5 z: r.:I g w t) 0:: j; ;:~ ~ W j; o Z ~ 9 Z 5 g t;j0 ID .tIlO Z wt::tIlo:: ~ a.. tnO - 0:%0........ 3: 6::J5~ S 0:0:....< !;;;: ;;~~~ g 5ffl~~!z~ a1!--'cEtlwt;j I")z ~Ul q"";<!.Qzl- -~::l 00 .008:::;;Z: ~~:I:C~f5 .. :I:--,~z:z: CXO--'U:::lO:: ifj. !;!;!C2woo o~...co::uu ::l II II II 1111 . 0:::::0.. ::r: u... co S,,2 O~I.L.:Z:w wQ:03:!;;;: ~:I:~ZZ --' ~u~ ~ ~ j; 15 .0 0 ~1-~&i8 z: ..F~ 30 ~ wN >=z: j;z:~!zg oS~:::lu I- Ei3 ~8 0:: S(l)[:go~ Uu... Qw W aJOCOID= -I o:....._WIl') C3 ~:::.-~~B (/) 0:1-;;3:. S:2 !a!C~z~ :z: ==.(1) :::;; IJ.. ~~~~~!5;~ ~~~gJ~iIi "0 o 0 '0", C\'-...w 0 ~!;;;: N .0 co o . J 0 00 ~ 0 ..... l"- I{) ~ '" 0 I co I 0 '" 0 0 I!'l 0 o o ,2 o I ~ --~ I * C33) :LG' )/170 auv.::WII 1- r- I I I I ~ I 1 I -I- I I I I u cd lr ow Uw W:::;; O:::::l u...0 0- :I: '0.- / of< 1 /-~ / 0> FORM NO. 9BS.A rs;; H.c.mmar ---- CERTIFIED SURVEY MAP NO. (0 ( () .) SURVEYOR'S CERTIFICATE: I, CHRISTOPER E. PERREAULT, REGISTERED WISCONSIN LAND SURVEYOR, CERTIFY THAT I HAVE SURVEYED, DIVIDED AND MAPPED ALL OF LOTS 1 THROUGH 20 IN CORBETTS REPLAT, ALL OF LOTS 1 THROUGH 18 IN BLOCK 2 OF CARL HENNJNG'S ADDITION AND THAT PART OF VACATED OAK STREET L YJNG EAST OF AND ADJACENT TO BLOCK 2 OF CARL HENNIG'S ADDmON, LOCATED IN TIlE NORTHEAST ~ OF THE NORTIIEAST ~ OF SECTION 24, TOWNSHIP 18 NORTII, RANGE 16 EAST, 11 TH WARD, CITY OF OSHKOSH, WINNEBAGO COUNTY, WISCONSTh!', BOUNDED AND DESCRIBED AS FOLLOWS: COJYfMENCrnG AT TIlE NORTHWEST CORNER OF SECTION 24; THENCE N89043'25''E, 2641.27 FEET ALONG THE NORTH LINE OF THE NORTHWEST ~ OF SECTION 24 TO TIlE NORTH ~ CORNER OF SECTION 24; THENCE CON'TINlJmG N89043'25"E, 2642.06 FEET TO A POINT ON THE NORTHERLY EXTENSION OF THE WEST RIGHT -OF-WAY LINE OF HAZEL STREET; TIIENCE SOoo08'44'W, 540.17 FEET ALONG SAID EXTENSION TO THE SOUfHERLYRIGHT-OF- WAY LINE OF CLEVELAND AVENUE AND THE POINT OF BEGINNING; THENCE SOoo08'44''W, 448.02 FEET ALONG THE WEST RIGHT-OF-WAY LINE OF HAZEL STREET TO THE NORTH RIGHT-OF.-WAYLINE OF EAST PARKWAY AVENUE; THENCE S89'40'46"W, 283.55 FEET ALONG SAID NORTH RIGHT -OF- WAY LINE; THENCE S89036'38"W, 66.00 FEET ALONG SAID NORTH RIGHT-OF-WAY' LINE; THENCE S89047'3&"W, 268.74 FEET ALONG SAID NORTH RIGHT- OF- WAY LINE TO THE EAST RIGHT-OF- WAY LINE OF GROVE STREET; TIIENCE NOO'25'22"W, 449.45 FEET ALONG SAID EAST RIGHT -OF-WAY LINE TO THE SOUTH RIGHT -OF-WAY LINE OF CLEVELAND AVENUE; THENCE N89049'52''E, 268.23 FEET ALONG SAID SOUTH RIGHT-OF- WAY LINE; TIIENCE N89055'04"E; 66.00 FEET ALONG SAID SOUTH RIGHT-OF- WAY LINE; THENCEN89051'40''E, 288.51 FEET ALONG SAID SOUTH RIGHT-OF-WAY LINE TO THEPOlNT OF BEGINNING. SUBJECT TO ALL EASEMENTS AND RESTRICTIONS OF RECORD. THAT I HAVE MADE SUCH SURVEY UNDER THE DIRECTION OF BEN GANTHER, 4825 C.T.H. "A", OSHKOSH, WISCONSIN 54902. . . THAT THIS MAP IS A CORRECT REPRESENTATION OF THE EX'IERlOR BOUNDARY LINES OF THE LAND SURVEYED. THAT I HAVE FULLY COtvfPLIED WITH THE PROVISIONS OF CHAP1ER 236.34 OF THE WISCONSIN STATU1ES AND THE SUBDIVISION ORDINANCE OF THE CITY OF OSHKOSH. ~"'''''\\\\\I\lll ~"; CON III1I1 ,- ~\\S,............s"A f'It, -..\"".", ....." ~ /CHRISTOPHER E.\ ~ * j PERREAUlT \ * ~ ~ \ 5-2249 } g ~ \ APPLETON,... :: ~~. ~ - tt, WIS. ..0'09:' E ""~ I"~ II- ::: "1, 1;0 .......... ~R 1'111 SUV\'oJ R ll\lIl~\H~ c;:.,:..a-- 5 -7'.07 C STOPHER. PERREAULT, RLS-2249 DATED CAROW LAND SURVEYING CO., INC. 615 N. L YNNDALE DRIVE, P.O. BOX 1297 APPLETON, WISCONSIN 54912.1297 PHONE: (920)731-4168 A074.11 (cp-bwRFR) 5-30-07 PLAN COMMISSION CERTIFICATE: TIllS CERTIFIED SURVEY MAP WAS APPROVED BY THE PLAN CO:MMISSION OF THE CITY OF OSHKOSH ON THIS 21rv....DA Y OF \, N1 ~ ,2007. PRlNU~~OSH.? TREASURER CERTIFICATE: I HEREBY CERTIFY THAT THERE ARE NO UNPAID TAXES OR UNPAID SPECIAL ASSESSMENTS ON ANY OF THE LAND INCLUDED ON TIDS CE TIFIED SURVEY MAP. ~ 1 . J ~r de 0/>-7/'7. --:/J /61 . ;.J<;s:r.C YTREASURER DATED COUNTY SHEET 2 OF 3 SHEETS FORM HO. 985-A !i! tj,<;'_CT'iIIa, CERTIFIED SURVEY MAP NO. /(;2 t T'J ~ CORPORATE OWNER'S CERTIFICATE OF DEDICATION: GITCHI GUMEE, LLC, A LJMTED LIABILITY COlvIP ANY DULY ORGANIZED AND EXISTING UNDER AND BY VIRTUE OF THE LAWS OF THE STATE OF WISCONSIN, AS OWNER, DOES HEREBY CERTIFY THAT SAID LlMTED LIABILITY COlvIPANY CAUSED THE LAND DESCRIBED ON THIS CERTIFIED SURVEY MAP TO BE SURVEYED, DIVIDED AND MAPPED AS REPRESENTED ON THIS CERTIFIED SURVEYMAP. GITCHI GUMEE, LLC, DOES FURTHER CERTIFY THAT THIS CERTIFIED SURVEY MAP IS REQUIRED BY S.236.1 0 OR S. 236.12 TO BE SUB1v.1ITTED TO THE FOLLOWING FOR APPROVAL: CITY OF OSHK:OSH. .IN' WITNESS WHEREOF, THE SAID GITCHI GU11EE, LLC HAS CAUSED THESE PRESENTS TO BE SIGNED BY BEN GANT~ IT'S MANAGING 11E!yffiER AT OSHK:OSH, WISCONSIN, ON THIS 27?l- DAY OF h,...e... ,2007. ~ THE PRESENCE OF: GITCHI GUMEE, LLC by ~ B ' . .MANAGAING :MEMBER STATE OF WISCONSIN) ) 88 \VINNEBAGO COUNTY) PERSONALLY CAME BEFORE ME THIS .2'71l-DAYOF ~~ .2007, BEN GANTHER, MANAGIN'G :MEMBER OF THE ABOVE NAMED LIMTED LIABILITY COIvfP ANY, TO :ME KNOWN TO BE THE PERSON WHO EXECUTED THE FOREGOIN'G INSTRUMENT, AND TO :ME KNOWN TO BE SUCH MANAGING :MEMBER OF SAID LIlvITED LIABILITY COlvIP ANY, ANt> ACKN'OWLEDGED THAT HE EXECUTED THE FOREGOIN'G IN'STRU1vfENT AS SUCH MANAGrnG :MEMBER AS THE DEED OF SAID Lllv1TED LIABILITY COlvIP ANY, BY ITS A~YM NOTARYP~ MY COMMISSION EXPIRES v:e~tue,xa...+- SHEET 3 OF 3 SHEETS "...~\\\\\\\\1111 , ,..~' CON II11I $......,\':;; ......-.. &/..11 11111 j' ~~t..'.' .....~ V Ii E .... CHRISTOPHER E. \ ~. ~ .J>... f PERREAUlT \ *'~. :; )..{ \ S-2249 : ~ ~ \, APPLETON, / E .;.". ~.... WIS. ....,O(};.= ", "9tV................~-J.: $' II/II,,/:) S ut=\-..J ..,.............. /11\\\\\\ """'~ <:: ~ ;; - '3 / - ,07 CHRISTOPHER . PERREAULT, RLS-2249 DATED CAROW LAND SURVEYmG CO., IN'~-;::o ::0<" is' :<i: 615 N. L YNNDALE DRlVE, P.O. BOX ~~ !:iF g: ~~ f-4 APPLETON, WISCONSIN' 54912-1297 "'l~~ ~~t::l ::o~S ~ PHONE: (920)731-4168 ~~~ ~~ [::l~~ tlJ A074.11 (cp-bwRFR) 5-30-07 ~tii: ~~~~ ~~~ uJ 1'3g:J ';::1 J;;" o~o '.) 1'3 - 02:"'l lij ~ oe 2::1:::1 It' .... {[l V'.. ~ n IlJ tJ1 N 1'3 ~J :0:: ~w ~ ~"" QBMKE\6062236.5 Exhibit D (Schedule of Values - Residential Development) :'.'..'T:'",~ Bella Vista - CRL, LLC exhibit of Project Value As of June 26, 2007 Land and Buildings as existing including commissions Hard Costs Building - New reconstructed senior community Development Costs Construction Management Furniture, Equipment and Common Area Upgrade Total Other Costs Architects and Consultants Contingency - Bui/ding and Others Insurance, Taxes and Licenses Legal and Accounting Marketing, Sales and Advertising Investment Banking Charges Letter of Credit - Pledged Deposit Letter of credit fees Inspection Fees Legal Fees - Lender Third Party Reports Title Search Title Insurance Transfer Tax Recording Fees Escrow Agent Fees UCC Filing 1 'Yo Transaction Fees 1 'Yo Conversion Fee Contingency (Lender and Title) Total Total Project Value Plus Interest Project Value With Construction Interest Number of Units Net Area of Buildings Exhibit of Value Residential Project 2,091,950 14,334,723 717,101 215,033 1,014,353 16,281,209 430,066 243,250 248,115 1,089,760 680,614 471,613 9.438 27,244 48,650 24,325 4,865 24,325 9,730 1,946 9,730 973 523,571 24,325 ( 3,872,540 22,245,699 1,330,508 23,576,207 139 176,000 Square Feet Bella Vista - CRL, UC exhibit of Project Value As of .Tune 26, 2007 , Exhibit of Value Exhibit of Volue Total Project Costs Residential Projeet Commercial Projer::t Land and Buildings as existing including commissions 2,150,000 2,091,950 58,050 Hard Costs Building - New reconstructed senior communiiy 14,732,500 14,334,723 397,778 Development Costs 737,000 717,101 19,899 Construction Management 221,000 215,033 5,967 Furniture, Equipment and Common Area Upgrade 1,042,500 1,014,353 28,148 Total 16,733,000 16,281,209 451,791 Other Costs Architects and Ccnsultants Contingency - Building and Others 442,000 430,066 11,934 Insurance, Taxes and Licenses 250,000 243,250 6,750 Legal and Accounting 255,000 248,115 6,885 Marketing, Sales and Advertising 1.120,000 1,089,760 30,240 Investment Banking Charges 699,500 680,614 18,887 Letter of Credit - Pledged Deposit 484,700 471,613 13,087 Letter of credit fees 9,700 9,438 262 Inspection Fees 28,000 27,244 756 Legal Fees - Lender 50,000 48,650 1,350 Third Pariy Reports 25,000 24,325 675 Title Search 5,000 4,865 135 Title Insurance 25,000 24,325 675 Transfer Tax 10,000 9,730 270 Recording Fees 2,000 1,946 54 Escrow Agent Fees 10,000 9,730 270 UCC Filing 1,000 973 27 1% Transaction Fees 1'1. Conversion Fee 538,100 523,571 14,529 Contingency (Lender and Title) 25,000 24,325 675 Total 3,980,000 3,872,540 107,460 Total Project Value 22,863,000 22,245,699 617,301 Plus Interest 1,367,429 1,330,508 36,921 Project Value With Canstruction Interest 24,230,429 23,576,207 654,222 Number of Units 139 3 Net Area of Buildings 176,000 Square Feet 4,900 Square Feet QBMKE\6062236.5 Exhibit E (Schedule of Val ues-Commercial Development J Bella Vista - CRL, LLC Exhibit of Project Value As of June 26, 2007 Land and Buildings as existing including commissions Hard Costs Building - New reconstructed senior community Development Costs Construction Management Furniture, Equipment and Common Area Upgrade Total Other Costs Architects and Consultants Contingency - Building and Others Insurance, Taxes and Licenses Legal and Accounting Marketing, Sales and Advertising Investment Banking Charges Letter of Credit - Pledged Deposit Letter of credit fees Inspection Fees Legal Fees - Lender Third Party Reports Title Search Title Insurance Transfer Tax Recording Fees Escrow Agent Fees UCC Filing 1 'Yo Transaction Fees 1 'Yo Conversion Fee Contingency (Lender and Title) Total Total Project Value Plus Interest Project Value With Construction Interest Number of Units Net Area of Buildings Exhibit of Value Commercial Project 58,050 397,778 19,899 5,967 28,148 451,791 11,934 6,750 6,885 30,240 18,887 13,087 262 756 1,350 675 135 675 270 54 270 27 14,529 675 107,460 617,301 36,921 654,222 3 4,900 Square Feet Bella Vista - CR/.., !..!..C Exhibit of Project Value As of .Tune 26, 2007 Exhibit F (Schedule of Payments on TIF Bond) QBMKE\6062236.5 en e::: lJJ -l :r: lJJ " ; .;;: ::: ';;; .E!- u ,~ ~ <:> ... <:> U <:> ell .. 0' ~ - .. 0- .. ell Cl -c " '(ij g ..::.: ;; - '" '" ~ 0- t: ~ " a:: ~ u .. '<t :} T- O:: 'II: " 0 .. i= 0 .... z:: "0 " III .. 0 c: ... .12 ..c:: 1: III .~ 0 ~ " '" :Ii :. &; o 0 i ~ 3 gln\IJ~~ ~ hUiHH ~~lI!~g*;;E ~.~~~~~~~~ i"ii~i~~~~~~ ~.i~:~ ~~i ~,~ ~~~~~~~~~~ ~a~-5.s:5~~E:3 ~= ~,. ~, g_"" B q:=.,:z 1i;.~. ~ .... Si! ,'-' ~N~ ~; ;_~n: =;; ;; c .9 C. E . ~ <( o .~ '" " " ~ ~ ~ o .c ~ ~ Q. .a 12 ~...~ <3).30 ~ u C lll..:g- lD c .!: ~~H ~i=~:5 . . o <.> ii 0: u ~ '[ 0. C i= ~ ~~ "t:l C 1ii_ ~.g i~1i~ ~~'[ e!:~~ ~~~~'gC'J.~.g~S~ oS -c ~ -= 'I: "3 c: 1S 's:: .S ~ S.~~~iE:8~~iS~ ,*~g~!~~8.s~~ -=~c:e"ii.Ec: ~g~ ~~~~.~~~-g8~:! ~~.~'ES~'~ ~:g;~ __u..~ a::U.ClJFiE~ e a. ~ ~ E E ~ l! ~ ~ a.;~ ss! 3!i ~ ! .. .. i l: .. 0 ~ Q 0 0 coo 0 0 0 0 0 0 0 0 0 0 0 0 0 ".. -g-Ji 00. l: ~ '" ~ i;; ~ ~ 8 8 ~ 0 '" '" '" '" '" '" '" '" ~ ~. '" ~ ~ '" "' ~ ~ ~ ~ ~ ~ ~ ~ i:; ~ ~ ~ N '" '" '" = ~ v. '" ~ ~ &l Q Q = 0 '" '" Q Q 0 ~ ~ '" l'! ~ ~ ~ ~ ~ ~. ~ ~ '1 ~ ~ ~ ~ ~ = '" ~ ~ Q ~ ~ &i ~ ~ ~ '" '" '" 0 '" '" Q '" '" M M ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ '" = ~ ~ ~ = " " 0 " " " = " ~ ! ! ~ - ~. ~ ~ ~ ~ .. .. - '" ~ ~ ~ ~ " " " " " " " " " '" 0: ~ - ~ ~ i< ;!i ~ .~ il g "' ... ~ ~ ~ ~ " :;I ;:! 'N N ..; ..; ... ... ... 8 = ~ ~ " Q ~ ~ v. ~ = ~ ~ ~ ;:! ~ ~ " N ~ ~ v: ~ v: ~ "' .. " = ~ ~ ~ v. v. ~ " " " " = = '" '" '" M '" ~ ~ M :;; ~ ~ ~ - ~ ~ ~ ~ = = ~ al N ~ ~ N ~ ~ N ~ '" ~ r.; ~ ~ ~ ~ ~ ::f v. ~ ~ ~ '" ;:! l'!' ~ Q ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ M ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ = ~ ~ N '" ~ ~ ~ '" ~ ~ ~ ~I ~ '" ~ N ;:; ;:; ;:; N li li li li li ~ ~ ~ ~ ~ ~ ~ ~ t t t " '" " = ~ ~ M ~ N ~ ~ ;g M M l'! - ~ ~ ~ 8 ~ ~ ~ - ~ ~ ~ ~ ~ ~ ~ ~ ~ v. ~ " '" N N ~ ~ '" ",' ~ ::: - ;:( :4 ~ ~ M ^, M ~ ~ ~ ~ ~ ~ ~ ~ " ~ ~ il N N M Q " N " " M :;: N " " " " N " M N N ~ !i! " N ~ ~ ~ ~ ~ " N ~ N ~ = il " " " ii ii " '" " = " = ~ ~ N N N M N N N N N N N l~ ~ 0. .. l ~ " ~ ~ .. ~l{ i 3 il g t; S 8 -a ~ ~ 1 i i~ ~s ~~i ~ .. o - .g ~ :Ii ~ ~ ~ " ~ s ~~~ II 0[ 3! 1: ~ ~ ~ ~ ~ C.,l ; ~ ~ .. ~! ~ ~ il q;':~ ~ ~ o o ~ g .. ~ " :G i!! ~. .' ~ 0, ~, ~ ~ o ;:: '" ... .... ... .. ... .. N ~ ~ ~ .. ~ .... ... co .. co Ii g ~ ~ Q. 0 ! ... C N ~ '" ~ ~ '" 1: .. ~ ~ 0. .. '0 .... .. ;:! .. ::; ,.: . .. ;2 ~ ~ ~ i:i ~ ~ ~ J: b Exhibit G Terms of TIF Bond The TIF Bond shall bear interest at the rate of 6.25% per annurn, which interest shall begin to accrue on the date of issuance of the TIF Bond. The TIF Bond shall mature and the City's obligation to repay all or any portion of the TIF Bond shall terminate on November 1,2027. Principal and interest on the TIF Bond will be due and payable on November 1 of each year during the term of the TIF Bond, commencing in the calendar year in which interest begins to accrue on the TIF Bond. The amount of the annual payment of principal and interest due on November 1 of each year shall be equal to the amount shown on the schedule attached hereto as Exhibit F. Each payment of principal and interest shall be applied first to interest, then to principal. The TIF Bond shall be subject to the following provisions: (a) The TIF Bond shall be a special and limited revenue obligation of the City payable solely from Available Tax Increment which is appropriated by the City Council, and shall not be a general obligation of the City or a charge against its general credit or taxing powers. Only funds appropriated by the City Council from the special fund of Tax Incremental District No. 14 of the City (the "TIF District") shall be used to pay principal and interest on the TIF Bond. The City Council shall, in a resolution, state that it fully expects and intends that, to the extent Available Tax Increment is available in the special fund of the TIF District, it will appropriate such funds for the payment of the principal of and interest on the TIF Bond; however, such payment shall be subject to future annual appropriations. (b) City staff shall include in each annual City budget submitted to the City Council for consideration, the payment from the TIF District special fund of the principal and interest on the TIF Bond, but only to the extent of Available Tax Increment. If the budget is approved by the City Council, the City Council shall, at the time of and as part of the approval of the annual City budget, direct to payment of the TIF Bond, such Available Tax Increment. All payments on the TIF Bond shall be applied first to interest, then to principal. . (c) If the aggregate amount of Available Tax Increment available and appropriated to make payments on the TIF Bond during any budget year is less than the aggregate principal and interest payments payable on the TIF Bond during that budget year, the amount due but not paid shall accumulate, and the City shall pay accumulated amounts from Available Tax Increment if, as and when it is available and appropriated for that purpose during the term of the TIF Bond. If the amount available for transfer from the TIF District special fund for any budget year exceeds the amount of the principal and interest due and payable on the TIF Bond on the TIF Bond payment dates occurring during said budget year, then the City shall be entitled to use such excess funds for any other statutorily eligible TIF District project cost. QBMKE\6062236.11 (d) On November 1,2027, ifthere remain amounts outstanding and unpaid on the TIF Bond, then all interest accrued but unpaid and the remaining balance of principal of the TIF Bond shall be deemed paid in full, it being understood that upon November 1,2027, the liability of the City to make any payments on the TIF Bond shall also terminate. The City shall have no obligation to pay any amount of principal or interest on the TIF Bond which remains unpaid as of November 1, 2027, and the owner(s) of the TIP Bond shall have no right to receive payment of such amounts. All increments received by the City from the TIF District following November 1, 2027 may be used by the City in any manner the City, in its sole discretion, chooses. If for any reason (other than by voluntary resolution of the City), the TIF District terminates prior to November 1,2027, and there remain amounts outstanding and unpaid on the TIF Bond, then all interest accrued but unpaid and the remaining balance of principal of the TIF Bond, shall be deemed paid in full, it being understood that upon such early termination of the TIF District, the liability of the City to make any payments on the TIF Bond shall also terminate. The City shall have no obligation to pay any amount of principal or interest on the TIF Bond which remains unpaid upon such early termination of the TIF District and the owner(s) of the TIF Bond shall have no right to receive payment of such amounts. ( e) The actual principal amount of the TIF Bond will be determined following completion of construction ofthe redevelopment project based on the actual costs of the redevelopment project. If the actual costs of the redevelopment project are less than the cost of the redevelopment project as shown on the project cost breakdown specified in the Development Agreement, then the amount of the TIF Bond shall be reduced by the difference between the amount shown on the project cost breakdown and the actual costs of the redevelopment project. The actual costs of the redevelopment project shall be reviewed and certified by the City's financial advisors. (f) The City shall have no obligation to make any payments on the TIF Bond while there is any default under the Development Agreement. QBMKE\6062236.11 .. Exhibit H (Proforma - Expected Results) QBMKE\6062236. 11 1; .~ " " l'J l ~ ii 8 ~ t- ~ ~ ~ ~~ ~ ~ ~ ~.~ o,.~;; ~~~ ~ ~~ .~ E ~ ~ i~ "" .[ ;::; ~ ii ~ ..::; .... ~ ~ '" .~ ~ " <:) <> '" a " ~ ~ '% <>; a ~ ~ ~ ~ ~ 't ~- ~ S5 ~ 1"'4 ~ Q", >- ~l'J ~ ~ ~ 0000000000 0000000000 o'<:t \0 00 1.00 1,Qr--0\ M~ \fj" ..0 r--f...o r-f M O\~ o-,h 0:; ~~~"s:..~ a~,,~,,~a:~ I.Of""I~ Me '" ~ ~ ~ 0000000000 0000000000 _'>0 ViOOV\,,",Ot'--M C")" 0 N" 0." ("'I" oQ N 0.0" "," 1/)" \OO.\oo\NM'-Ot'--MM ~~:}~"Me~"aVi~ Efl ~EflVJo~ 00000'00'00'05" 00000000000 "'tOO \0001.00\ r--r--o 0 ..0 0-." ..0 \t:f -" -" ...: "," .0" 0-." 0\" .....ViVit'--_MO_I.OViVi ~" ;;;.. ~ f""I C ~" ci Vi.~ N ~ '" ... a ~ 00000'00'00'00 00000000000 r---~V'lOOV'lMNONN IF)'' ("',f M" 0" 00" .n _" v" -q-" 0 0' ViM Nr--O\ O\"<t Vi Vi 0 0 ~~..~..M~~ciV~N~ '" o o ~ 'd .2! " ." a. .2! rn o ~ i1 Ei M ~ ~ ~ ~ '" ,., ~ Ei ::> ;j e ~ i ~ ".... -g ~ ~ e "'- 0 ~8 ...l &: II ;j '" ~~ 1'! 1& ..8 ::l ~ !! e.~ 1'! 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I ~~ E-< g ~ ~l:li (,99) P g 1'5::::- 0010 (,:3:3) '19 YVO O.J.LV.?VI1 ~ ~ 2 :Lf:7 )l'rlO C'I d - 'I ---r 1- ---r;; 1 I I ~ C'I \'0/ I , I I I I i:n"!/,.,,,, -~~- --;a:g I r g ~"',... ....'Ol:;;' I I Z \1/51~!;i1 ~~CI) I :;:-;\ +i 1'0/ ~~. 1 / - 1'5~ <C<C"'" C:l, " ..., (\'\1/" "'C/l C'lC'I~ C:l ~/~ I ~<:)~I:'/ 1- - ~L5 ""I !!-.I 1""1"'1 'S / iQ <::.-j ;:s ""1~ ":J / ;/ Y j.~.gz.ods \,/ DO ~ 1:51"'11 _ _ _ -l':r;::: - '). - - - - - - +,!') I"'C Q::iIYlI "'C I-.!- I ~~ I t.l/' I -Ii tl I !;;: I)... ~I .....I~II~ ~o G~ I <0;1 C":J~5 .{;/ 0~1~1 ~I ijll~ 1 ~CJ)..:'____dCJ) ~ ffico ~ : '// D I I ') ....:t ~ ~ l>< 'I I ~ I z,l1..J 1\ 1\- 1t6C'! \/ I I -8~J (j I . / / ~ / l _~~_____ (gt-!;___~i:~g~.OON 19_~_._ _ i= g I (,99) n;mJ.f:7 ;]/10;;;:; ;-, -~~ I I - - T ---:;r'OOrs.ID;NN3HTjYIf~ - ~ ---"l I T ,lx78 I I I ,... C'! Xl/ / ::;: to C'I FORM NO. 985.A . ~ MH.c.miller =...-.. ~ CERTIFIED SURVEY MAP NO. SURVEYOR'S CERTIFICATE: I, CHRISTOPER E. PERREAULT, REGISTERED WISCONSIN LAND SURVEYOR, CERTIFY THAT I HAVE SURVEYED, DIVIDED AND :MAPPED ALL OF LOTS 1 THROUGH 20 IN CORBETTS REPLAT, ALL OF LOTS 1 THROUGH 18 IN BLOCK 2 OF CARL HENNING'S ADDITION AND THAT PART OF VACATED OAK STREET LYING EAST OF AND ADJACENT TO BLOCK 2 OF CARL HENNIG'S ADDITION, LOCATED IN THE NORTHEAST V4 OF THE NORTHEAST % OF SECTION 24, TOWNSHIP 18 NOR1:H, RANGE 16 EAST, 11TI! WARD, CITY OF OSHKOSH, WINNEBAGO COUNTY, WISCONSIN, BOUNDED AND DESCRIBED AS FOLLOWS: COlvlMENCING AT THE NORTHWEST CORNER OF SECTION 24; THENCE N89'43 '25"E, 2641.27 FEET ALONG THE NORTH LINE OF THE NORTHWEST % OF SECTION 24 TO THE NORTH 1/4 CORNER OF SECTION 24; THENCE CONT1NUJ:NG N89'43'25"E, 2642.06 FEET TO A POINT ON THE NORTHERL YEXTENSION OF THE WEST RIGHT-OF-WAY LINE OF HAZEL STREET; THENCE SOO'08'44"W, 540.17 FEET ALONG SAID EXTENSION TO THE SOUTHERLY RIGHT-OF- WAY LINE OF CLEVELAND AVENUE AND THE POINT OF BEGINNING; THENCI!: SOO'08'44"W, " 448.02 FEET ALONG THE WEST RIGHT-OF-WAY LINE OF HAZEL STREET TO THE NORTH RIGHT-OF-WAY LINE OF EAST PARI{WAY AVENUE; THENCE S89'40'46"W, 283.55 FEET ALONG SAID NORTH RIGHT~OF- WAY LINE; THENCE S89'36'38"W, 66.00 FEET ALONG SAID NORTH RIGHT -OF- WAY. LINE; THENCE S89'47'38"W, 268.74 FEET ALONG SAID NORTH RIGHT- OF- WAY LINE TO THE EAST RIGHT -OF-WAY LINE OF GROVE STREET; THENCE NOO'25'22"W, 449.45 FEET ALONG SAID EAST RIGHT-OF-WAY LINE TO THE SOUTH RIGHT-OF-WAY LINE OF CLEVELAND AVENUE; THENCE N89'49'52"E, 268.23 FEET ALONG SAID SOUTH RIGHT -OF- WAY LINE; THENCE N89'55'04"E; 66.00 FEET ALONG SAID SOUTH RIGHT-OF-WAY LINE; THENCEN89'51'40"E, 288.51 FEET ALONG SAID SOUTH RIGHT-OF-WAY LINE TO THE POINT OF BEGINNING. SUBJECT TO ALL EASEIYlENTS AND RESTRICTIONS OF RECORD. THAT I HAVE MADE SUCH SURVEY UNDER THE DIRECTION OF BEN GANTHER, 4825 C.T.H. "A", OSHKOSH, WISCONSIN 54902. THAT THIS MAP IS A CORRECT REPRESENTATION OF THE EXTERIOR BOUNDARY LINES OF THE LAND SURVEYED. THAT I HAVE FULLY COJ\1PLIED WITH THE PROVISIONS OF CHAPTER 236.34 OF THE WISCONSIN STATUTES AND THE SUBDIVISION ORDINANCE OF THE CITY OF OSHKOSH. '''''''\\\\\\\\1111 ~.." CON I", ,'& .C'\ 'I[ ." _\ .,...un"h...~/A M Iii. ~~.t' -.," ~ / CHRISTOPHER E. "\ ~ "* f PERREAULT ~ "* ~ \ 8-2249 1 ~ .. APPLETON, i & ("jI \... WIS. ......"ol),;- g ! '11", ............ ~ ,if" 1;1111 'Y SU~'II ,,# l'lIl\m\\~ 4:AU---" ~-7~-07 C STOPHER. PERREAULT, RLS-2249 DATED CAROW LAND SURVEYING CO., me. 615 N: LYNNDALEDRIVE, P.O. BOX 1297 APPLETON, WISCONSIN 54912~1297 PHONE: (920)731-4168 A074.11 (cp-bwRFR) 5-30-07 PLAN COMMISSION CERTIFICATE: THIS CERTIFIED SURVEY MAP WAS APPROVED BY THE PLAN C011MISSION OF THE CITY OF OSHKOSH ON THIS DAY OF , 2007. PRINClP AL PLANNER, CITY OF OSHI(OSH TREASURER CERl'lFICATE: I HEREBY CERTIFY THAT THERE ARE NO UNPAID TAXES OR UNPAID SPECIAL ASSESSN:lENTS ON ANY OF THE LAND INCLUDED ON THIS CERTIFIED SURVEY:MAP. CITY TREASURER DATED COUNTY TREASURER DATED SHEET 2 OF 3 SHEETS CORPORATE OWNER'S CERTIFICATE OF DEDICATION: GITCHI GUI\.1EE, LLC, A LINITED LIABILITY C01Y1P ANY DULY ORGANIZED AND EXISTING UNDER AND BY VIRTUE OF THE LAWS OF THE STATE OF WISCONSIN AS OViTNER DOES HEREBY CERTIFY THAT SAID LThITED LIABILITY C01Y1PANY CAUSED THIi LAND ' DESCRIBED ON THIS CERTIFIED SURVEY MAP TO BE SURVEYED, DIVIDED AND MAPPED AS REPRESENTED ON THIS CERTIFIED SURVEY MAP. aITCHI GUMEE, LLe, DOES FURTHER CERTIFY THAT THIS CERTIFIED SURVEY MAP IS REQUIRED BY S.236.1 0 OR S. 236.12 TO BE SUBlVITTTED TO THE FOLLOWING FOR APPROVAL' CITY OF OSHKOSH. . ___-_-_--_.._._---_-__-...-...--------___........-._ -......----.':O;'...~__;>O,....-. .;Ii.--"'-~--.,.-._.----.---------- , ~ "" ... ....)' ~ '. FORM NO, 9S5-A !li! lis.(T1l11ar CERTIFIED SURVEY MAP NO. CORPORATE OWNER'S CERTIFICATE OF DEDICATION: GITCHI GUMEE, LLC, A LllviTED LIABILITY COMPANY DULY ORGANIZED AND EXISTING UNDER AND BY VIRTUE OF THE LAWS OF THE STATE OF WISCONSIN, AS OWNER, DOES HEREBY CERTIFY THAT SAID LllviTED LIABILITY COIvIPANY CAUSED THE LAND DESCRIBED ON THIS CERTIFIED SURVEY MAP TO BE SURVEYED, DIVIDED AND MAPPED AS REPRESENTED ON THIS CERTIFIED SURVEY MAP. GITCHI GUMEE, LLC, DOES FURTHER CERTIFY THAT THIS CERTIFIED SURVEY MAP IS REQUIRED BY S.236.10 OR S. 236.12 TO BE SUBMITTED TO THE FOLLOWING FOR APPROVAL: CITY OF OSHKOSH. IN VVITNESS WHEREOF, THE SAID GITCHI GUMEE, LLC HAS CAUSED THESE PRESENTS TO BE SIGNED BY BEN GANTHER, IT'S MANAGING 11ENlBER AT OSHKOSH, WISCONSIN, ON THIS DAY OF . , 2007. IN THE PRESENCE OF: GITCHI GillAEE, LLC by BEN GANTHER, MANAGAlNG MEMBER STATE OFWISCONSlN) ) SS 'VINNEBAGO COUNTY) PERSONALLY CAME BEFORE ME THIS DAY OF .2007, BEN GANTHER, MANAGING ME:MBER OF THE ABOVE NAMED LllviTED LIABILITY COIvIP ANY, TO ME KNOWN TO BE THE PERSON WHO EXECUTED THE FOREGOING INSTRUMENT, AND TO ME KNOWN TO BE SUCH MANAGING ME:MBER OF SAID LIMTED LIABILITY COIvIP ANY,' AND ACKNOWLEDGED THAT HE EXECUTED THE FOREGOING INSTRUMENT AS SUCH MANAGING ME:MBER AS THE DEED OF SAID LIMIED LIABILITY COIvIP ANY, BY ITS AUTHORITY, . NOTARY PUBLIC MY COlVll\1ISSION EXPIRES ~"~\.'\'\\\\\\\\\1 """", CON 1I111 $_\\S......... SOIAIIIII E ~~...I" .."0":.. V . '1-/ :: .... CHRISTOPHffi E. \ ~, ~"* { PERREAULT \* ~~ ~ I S-2249 : ;~ ~ \ APPLETON../ j,= '" <' ..... WIS. ..... OQ; ff II/I,"'Y'VC/'...........<;;.-{ $'::; II/III SU~...J """ 1\\1\\\\ \\",..'~ ~ 5."3/-,07 CHRISTOPHER . PERREAULT, RLS-2249 DATED CAROW LAND SURVEYING CO., INC. 615 N. LYNNDALEDRIVE, P.O. BOX 1297 APPLETON, WISCONSIN 54912-1297 PHONE: (920)731-4168 A074.11 (cp-bw RFR) 5-30-07 SHEET 3 OF 3 SHEETS --