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Authorizing Resolution (Designation Resolution - Assessment Ordinance) Wood Ranch PID

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Special Service District
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Wood Ranch Public Infrastructure District
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Wood Ranch Public Infrastructure District

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Notice Title
Authorizing Resolution (Designation Resolution - Assessment Ordinance) Wood Ranch PID
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Resolutions
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Notice
Event Start Date & Time
April 24, 2024 04:40 PM
Description/Agenda
RESOLUTION NO. 2024-04 A RESOLUTION OF THE BOARD OF TRUSTEES OF THE WOOD RANCH PUBLIC INFRASTRUCTURE DISTRICT ESTABLISHING THE TERMS AND CONDITIONS OF AN ASSESSMENT ORDINANCE FOR THE WOOD RANCH ASSESSMENT AREA NO. 1 (THE 'ASSESSMENT AREA'), AUTHORIZING THE EXECUTION OF A DESIGNATION RESOLUTION AND AN ASSESSMENT ORDINANCE FOR THE ASSESSMENT AREA; APPROVING THE APPRAISAL FOR THE ASSESSMENT AREA; AUTHORIZING THE TAKING OF ALL OTHER ACTIONS NECESSARY TO THE CONSUMMATION OF THE TRANSACTIONS CONTEMPLATED BY THIS RESOLUTION; AND RELATED MATTERS. WHEREAS, the Board of Trustees (the 'Board') of the Wood Ranch Public Infrastructure District (the 'District'), desires to designate an assessment area to be known as the 'Wood Ranch Assessment Area No. 1' located in the general area as described in the forms of the Designation Resolution and Assessment Ordinance attached hereto (the 'Assessment Area') for the purpose of financing the costs of publicly owned infrastructure, facilities or systems, along with other necessary miscellaneous improvements, and to complete said improvements in a proper and workmanlike manner (collectively, the 'Improvements') in an amount not to exceed $24,641,000 (including administrative and overhead costs, costs of funding a reserve fund, capitalized interest related to the proposed bonds and paying costs of issuance in connection with the proposed bonds), pursuant to the Assessment Area Act, Title 11, Chapter 42, Utah Code Annotated 1953, as amended (the 'Act'); and WHEREAS, the Board hereby finds and determines that pursuant to the Act, the Improvements constitute a publicly owned infrastructure, system or other facility that (i) the District is authorized to provide or (ii) is necessary or convenient to enable the District to provide a service that the District is authorized to provide; and WHEREAS, the Board desires to authorize a Designation Resolution setting forth the terms, assessments and specific conditions of the Assessment Area in substantially the form presented to the meeting at which this Resolution was adopted and which is attached hereto as Exhibit B (the 'Designation Resolution'); and WHEREAS, the Board also desires to authorize an Assessment Ordinance setting forth the terms, assessments and specific conditions of the Assessment Area in substantially the form presented to the meeting at which this Resolution was adopted and which is attached hereto as Exhibit C (the 'Assessment Ordinance'); and WHEREAS, the Board also desires to authorize and approve the Appraisal of the Assessment Area (the 'Appraisal'), in substantially the form presented to the meeting at which this Resolution was adopted and which is attached hereto as Exhibit D; and WHEREAS, in order to allow the District flexibility in confirming the details of the Assessment Area, the properties to be included in the Assessment Area, the assessments to be levied in the Assessment Area and other terms and conditions needed to finalize the Designation 4891-3711-2215, v. 3 3 Resolution and the Assessment Ordinance, the Board desires to grant to any one of the Chair or Vice Chair/Treasurer (the 'Designated Officer') the authority to approve the Designation Resolution and the Assessment Ordinance, and any changes with respect thereto from the forms which were before the Board at the time of adoption of this Resolution, so long as such changes are substantially within the parameters described herein and all of the property owners in the final Assessment Area consent to inclusion in the Assessment Area; and WHEREAS, 2024 Utah House Bill 13 has authorized public infrastructure districts in the State of Utah to provide that some or all of the assessments imposed by such districts be paid in installments over a period of not to exceed 30 years from the effective date of an assessment resolution with the consent of all surface property owners within the assessment area; and WHEREAS, the Acknowledgment, Waiver and Consent Agreement(s), in substantially the form attached hereto as Exhibit E are or will be signed by all surface property owners within the assessment area and consent to the payment of installments over a period of up to 30 years: NOW, THEREFORE, BE IT RESOLVED by the Board of Trustees of the Wood Ranch Public Infrastructure District, as follows: Section 1. The terms defined or described in the recitals hereto shall have the same meanings when used in the body of this Resolution. Section 2. All actions heretofore taken (not inconsistent with the provisions of this Resolution) by the Board and by the officers of the District directed toward the execution and delivery of the Assessment Ordinance and Designation Resolution are hereby ratified, approved, and confirmed. Section 3. The Designation Resolution, in substantially the form attached hereto as Exhibit B, is in all respects hereby authorized and approved, and the Chair or Vice Chair/Treasurer and the Secretary/Clerk or Assistant Secretary/Clerk are hereby authorized and directed to execute and deliver the same on behalf of the District with final terms as may be established by the Designated Officer, and with such alterations, changes or additions as may be necessary or as may be authorized by herein. Section 4. The Assessment Ordinance, in substantially the form attached hereto as Exhibit C, is in all respects hereby authorized and approved, and the Chair or Vice Chair/Treasurer and the Secretary/Clerk or Assistant Secretary/Clerk are hereby authorized and directed to execute and deliver the same on behalf of the District with final terms as may be established by the Designated Officer, and with such alterations, changes or additions as may be necessary or as may be authorized by herein. Section 5. The Appraisal, in substantially the form attached hereto as Exhibit D, is all respects hereby authorized, approved and accepted and the Chair, Vice Chair/Treasurer, Secretary/Clerk, and Assistant Secretary/Clerk and other appropriate officials of the District are hereby authorized to utilize the Appraisal in connection with the designation of the Assessment Area and the imposition of assessments within the Assessment Area and as otherwise deemed appropriate by such officials. 4891-3711-2215, v. 3 4 Section 6. The Chair, Vice Chair/Treasurer, Secretary/Clerk, and Assistant Secretary/Clerk and other appropriate officials of the District are hereby authorized and directed to execute and record the Designation Resolution and the Assessment Ordinance, and the Designated Officer or other appropriate officials of the District, and each of them, are hereby authorized and directed to execute and deliver for and on behalf of the District any or all additional certificates, documents and other papers and to perform all other acts they may deem necessary or appropriate in order to implement and carry out the matters authorized in this Resolution and the documents authorized and approved herein. Section 7. The Designated Officer or other appropriate officials of the District are authorized to make any alterations, changes, deletions, or additions to the Designation Resolution and the Assessment Ordinance, or any other document herein authorized and approved which may be necessary to conform the same to the final terms of the assessment bonds to be issued by the District to finance the Improvements, to correct errors or omissions therein, to complete the same, to remove ambiguities therefrom, or to conform the same to other provisions of said instruments, to the provisions of this Resolution or any resolution adopted by the Board or the provisions of the laws of the State of Utah or the United States. The execution thereof by the Chair or Vice Chair/Treasurer and the Secretary/Clerk or Assistant Secretary/Clerk on behalf of the District of the documents approved hereby shall conclusively establish such necessity, appropriateness, and approval with respect to all such additions, modifications, deletions, and changes incorporated therein. Minor and non-substantive changes may be made to the Appraisal after the date hereof, provided such changes shall be approved by the Chair and such approval shall be evidenced by the acceptance by the Chair of the final Appraisal and further provided that the final Appraisal meets the requirements of the Act. Section 8. No party should rely on the adoption of this Resolution as an indication or approval that the District will issue assessment bonds for the financing of the Improvements. The proposed Improvements are more particularly described in the Certificate of Project Engineer attached to the Designation Resolution. The Designated Officer is hereby authorized to determine if all or some portion of the described Improvements will be financed within the Assessment Area. Section 9. It is hereby declared that all parts of this Resolution are severable, and if any section, clause, or provision of this Resolution shall, for any reason, be held to be invalid or unenforceable, the invalidity or unenforceability of any such section, clause, or provision shall not affect the remaining sections, clauses, or provisions of this Resolution. Section 10. All resolutions, orders, and regulations or parts thereof heretofore adopted or passed which are in conflict herewith are, to the extent of such conflict, hereby repealed. This repealer shall not be construed so as to revive any resolution, order, regulation, or part thereof heretofore repealed. Section 11. This Resolution shall be contingent upon receipt of executed Acknowledgment, Waiver and Consent Agreement(s), in substantially the form attached hereto as Exhibit E, from all property owners within the proposed Assessment Area and this Resolution shall take effect immediately upon receipt of such executed Agreement(s). PASSED AND APPROVED by the Board of Trustees of the Wood Ranch Public Infrastructure District, this April 24, 2024. WOOD RANCH PUBLIC INFRASTRUCTURE DISTRICT By: Gary Langston, Chair ATTEST: By: Rachel McIllece, Secretary/Clerk 4891-3711-2215, v. 3 6 (Here follows other business not pertinent to the above.) Pursuant to motion duly made and seconded, the meeting of the Board of Trustees of the District, adjourned. WOOD RANCH PUBLIC INFRASTRUCTURE DISTRICT By: Gary Langston, Chair ATTEST: By: Rachel McIllece, Secretary/Clerk 4891-3711-2215, v. 3 7 STATE OF UTAH ) : ss. COUNTY OF SALT LAKE ) I, Rachel McIllece, the undersigned Secretary/Clerk of the Wood Ranch Public Infrastructure District (the 'District'), do hereby certify: The foregoing pages are a true, correct, and complete copy of the record of proceedings of the Board of Trustees (the 'Board') of the District had and taken at a lawful meeting of the Board on April 24, 2024, commencing at the hour of 1:00 p.m., as recorded in the regular official book of the proceedings of the Board kept in my office, and said proceedings were duly had and taken as therein shown, and the meeting therein shown was duly held, and the persons therein were present at said meeting as therein shown. All members of the Board were duly notified of said meeting, pursuant to law. IN WITNESS WHEREOF, I have hereunto set my hand this April 24, 2024. WOOD RANCH PUBLIC INFRASTRUCTURE DISTRICT By: Rachel McIllece, Secretary/Clerk 4891-3711-2215, v. 3 8 EXHIBIT A CERTIFICATE OF COMPLIANCE WITH OPEN MEETING LAW I, Rachel McIllece, the undersigned Secretary/Clerk of the Wood Ranch Public Infrastructure District (the 'District'), do hereby certify according to the records of the District in my official possession, and upon my own knowledge and belief, that in accordance with the requirements of Section 52-4-202, Utah Code Annotated, 1953, as amended, I gave not less than twenty-four (24) hours public notice of the agenda, date, time and place of the public meeting held by the Board of Trustees of the District (the 'Board') as follows: (a) By causing a Notice, in the form attached hereto as Schedule 1, to be posted on the Utah Public Notice Website (http://pmn.utah.gov) at least twenty-four (24) hours prior to the convening of the meeting; and (b) By causing a Notice, in the form attached hereto as Schedule 1, to be posted at least twenty-four (24) hours prior to the convening of the meeting in a public location in or near the affected area that is reasonably likely to be seen by (i) residents of the affected area or (ii) if there are no residents within the affected area, individuals who pass through or near the affected area. The Board of the District does not schedule regular meetings and meets on an 'as needed' basis. IN WITNESS WHEREOF, I have hereunto subscribed my official signature this April 24, 2024. WOOD RANCH PUBLIC INFRASTRUCTURE DISTRICT By: Rachel McIllece, Secretary/Clerk 4891-3711-2215, v. 3 A-1 4891-3711-2215, v. 3 A-2 SCHEDULE 1 NOTICE OF MEETING AND AGENDA PUBLIC NOTICE AND AGENDA Wood Ranch Public Infrastructure District Board of Trustees Special Meeting NOTICE IS HEREBY GIVEN THAT THE BOARD OF TRUSTEES OF WOOD RANCH PUBLIC INFRASTRUCTURE DISTRICT WILL HOLD A MEETING ON WEDNESDAY, APRIL 24, 2024, AT SNOW JENSEN & REECE, P.C., 912 W. 1600 S., SUITE B-200, ST. GEORGE, UTAH 84770 AT 1:00 pm. A. Call to Order B. Public Comments C. Consent Items 1. Consider approval of the Meeting Minutes from April 9th, 2024. D. Action Items 1. Consider approval of Resolution 2024-04: A Resolution of the Board The District Establishing the terms and conditions of an Assessment Ordinance for the Wood Ranch Assessment Area No. 1 (The 'Assessment Area'), Authorizing The execution of a Designation Resolution and an Assessment Ordinance for the Assessment Area; Approving the appraisal for the Assessment area; Authorizing the taking of all other actions necessary to the consummation of the taking of all other actions necessary to the consummation of the transactions contemplated by this resolution; and related matters. 2. Consider approval or ratification of Consultant Agreement with DTA for Special Assessment Benefit Study. E. Administrative Non-Action Items F. Adjourn The district complies with the Americans with Disabilities Act by providing reasonable accommodations for those in need of assistance. People requesting accommodation for public meetings should call Jennifer Gowans at 435-628- 3688 at least one full business day before the meeting. This meeting will be simulcast via Zoom so members of the Board and the public may participate electronically. Motions relating to any of the items listed above, including final action, may be taken. Meetings may be closed for reasons allowed by statute. This meeting can be accessed through Zoom at: Join Zoom Meeting https://us06web.zoom.us/j/81390443300?pwd=RWY0Sw7InHgNmbdOBs4PH1afk9kdts.1 Meeting ID: 813 9044 3300 Passcode: 691257 4891-3711-2215, v. 3 B-1 EXHIBIT B DESIGNATION RESOLUTION (See Transcript Document No. 03) 4891-3711-2215, v. 3 C-1 EXHIBIT C ASSESSMENT ORDINANCE (See Transcript Document No. 04) 4891-3711-2215, v. 3 D-1 EXHIBIT D APPRAISAL (On file with the District) 4891-3711-2215, v. 3 E-1 EXHIBIT E ACKNOWLEDGEMENT, WAIVER AND CONSENT AGREEMENT (See Transcript Document No. 02) WHEN RECORDED, RETURN TO: Randall M. Larsen Gilmore & Bell, P.C. 15 West South Temple, Suite 1450 Salt Lake City, Utah 84101 WOOD RANCH PUBLIC INFRASTRUCTURE DISTRICT WOOD RANCH ASSESSMENT AREA NO. 1 DESIGNATION RESOLUTION DATED AS OF APRIL 24, 2024 1 DESIGNATION RESOLUTION WHEREAS, the Board of Trustees (the 'Board') of the Wood Ranch Public Infrastructure District (the 'District'), adopted Resolution No. 2024-04 on April 24, 2024, pursuant to which the Board authorized and approved the form of this Designation Resolution; and BE IT RESOLVED by the Board of Trustees of the Wood Ranch Public Infrastructure District, as follows: Section 1. The Board hereby determines that it will be in the best interest of the District to designate an area to finance the costs of publicly owned infrastructure, facilities or systems more specifically described in Section 4 herein, along with other necessary miscellaneous improvements, and to complete said improvements in a proper and workmanlike manner (collectively, the 'Improvements'). The Board hereby determines that it is in the best interest of the District to levy assessments against properties benefited by the Improvements to finance the costs of said Improvements. The Board hereby finds that pursuant to the Act, the Improvements constitute a publicly owned infrastructure, facility or system that (i) the District is authorized to provide or (ii) is necessary or convenient to enable the District to provide a service that the District is authorized to provide. Section 2. Pursuant to the Assessment Area Act, Title 11, Chapter 42, Utah Code Annotated 1953, as amended and the Public Infrastructure District Act, Title 17D, Chapter 4 of the Utah Code (together, the 'Act'), the owners (the 'Owners') of all properties to be assessed within the designated assessment area have voluntarily waived, among other things, all notice and hearing requirements, the right to contest or protest, and the right to have a board of equalization appointed as set forth in the Act, and have consented to (a) the levy of an assessment against their property for the benefits to be received from the Improvements, (b) the designation of the assessment area as herein described, (c) the financing of the Improvements by the District through the issuance of assessment bonds, including the payment of installments over a period of not to exceed 30 years, (d) the acquisition and/or construction of the Improvements, and (e) the method and estimated amount of assessment as set forth herein in accordance with the Acknowledgment, Waiver and Consent Agreement attached hereto as Exhibit A. The properties to be assessed are identified by legal description in Exhibit B attached hereto. Section 3. The District hereby designates an assessment area which shall be known as the 'Wood Ranch Assessment Area No. 1' (the 'Assessment Area'). A map and depiction of the Assessment Area is attached hereto as Exhibit C. The District received an appraisal of the unimproved property (from an appraiser who is a member of the Appraisal Institute) and addressed to the District verifying that the market value of the property, after completion of the Improvements, is at least three times the amount of the assessments proposed to be levied against the unimproved property. Section 4. The Improvements shall be generally located in and around the map and depiction area attached hereto as Exhibit C. The District plans to finance the costs of publicly owned infrastructure, facilities or systems as part of an approximately 635-acre residential and commercial development (the 'Wood Ranch Development'). The District plans to levy the 2 4865-0387-5735, v. 4 assessments to finance the Improvements within the Wood Ranch Development. The Improvements are more particularly described as follows: -Sewer improvements, including, but not limited to, mains, lift stations, manholes and manhole linings, sewer cleanouts, and laterals (various sizes). -Water improvements, including but not limited to, mains, valves, tees/crosses, bends, thrust bonds, fire hydrants, blow offs and appurtenances (various sizes). -Roads and roadway improvements including, but not limited to, rights of way, earthwork, curbs, gutters, sidewalks, street signage, centerline monuments, conduit crossings, street striping, streetlights and mailboxes. -Storm drain improvements, including but, but not limited to, storm drain pipes, catch basins, junction boxes, inlets, culverts, cleanouts, trash racks, rip-rap and geotextile fabric. As further engineering, costs, efficiencies, or any other issues present themselves, the District hereby reserves the right to approve reasonable changes to the allocation of expenditures described above and the location and specifications of the Improvements (but not to the Improvements) without obtaining the consent of the property owners within the Assessment Area. Section 5. Pursuant to the Act, the Board has determined to levy assessments to pay the cost of the Improvements. The assessments are assessed against properties in a manner that reflects an equitable portion of the benefit of the Improvements as required by the Act (and in any event the Owners have consented to such manner without reservation) and shall be payable in annual installments as set forth in the Assessment Ordinance. The District has determined that the reasonable useful life of the Improvements is at least fifty (50) years and that it is in the District and the Owners' best interest for certain property owner installments to be paid for over up to thirty (30) years. Section 6. The total acquisition and/or construction cost of the Improvements, including estimated overhead costs, administrative costs, costs of funding reserves, and debt issuance costs, is estimated at $24,641,000, of which is anticipated to be paid by assessments to be levied against the properties within the Assessment Area to be benefited by such Improvements, which benefits need not actually increase the fair market value of the properties to be assessed. The District expects to finance the cost of the Improvements by issuing assessment bonds (the 'Bonds'). The District currently estimates selling the Bonds at a true interest cost interest rate of approximately 6.50% per annum, maturing within thirty (30) years of their date of issuance. Inasmuch as bonds have not been issued, the District notes that the interest rate and annual payment are only as estimated and not a cap or maximum amount. It is anticipated that the reserve fund will be initially funded with proceeds of the Bonds. The estimated cost of Improvements to be assessed against the benefited properties within the Assessment Area are to be initially assessed using an equivalent residential unit ('ERU') as follows: Section 7. As set forth in the Assessment Ordinance, the assessment methodology may, under certain circumstances, be altered in the future. 3 4865-0387-5735, v. 4 Improvements Assessment Assessment Method Assessment Per ERU All above-described Improvements $24,641,000 ERU $59,667 Section 8. The Board intends to levy assessments as provided in the Act on all parcels and lots of real property within the Assessment Area to be benefited by the Improvements, and the Owners of which have executed the Acknowledgment, Waiver and Consent Agreement described in Section 2 herein. The purpose of the assessment and levy is to finance the cost of the Improvements, which the District will not assume or pay. The existing planning and zoning conditions of the District shall govern the development in the Assessment Area. The Owners have waived the right to prepay the assessment without interest within twentyfive (25) days after the ordinance levying the assessments becomes effective. A property owner may prepay the assessment as provided in the Assessment Ordinance. The assessments shall be levied against properties in a manner that reflects an equitable portion of the benefit of the Improvements as required by the Act, and in any case, the Owners have consented to such methodology as provided in Section 11-42-409(5) of the Act. Other payment provisions and enforcement remedies shall be in accordance with the Act. A map of the Assessment Area and the location of the Improvements and other related information are on file in the office of the Secretary/Clerk who will make such information available to all interested persons. Section 9. The District will collect the Assessments by directly billing each property owner rather than inclusion on a property tax notice. Section 10. A professional engineer has prepared a 'Certificate of Project Engineer,' attached hereto as Exhibit D, which, among other things, identifies the Improvements to be constructed and installed and is available upon request from the District. The findings and determinations set forth in this Resolution are based, in part, upon said Certificate of Project Engineer. Section 11. The provisions of the Assessment Ordinance shall govern the levy, payment and applicable provisions regarding the assessments notwithstanding anything contained herein to the contrary. As required by Section 11-42-206(3) of the Act, within 15 days of the completion of this Resolution, the Secretary/Clerk shall (i) record an original or certified copy of this designation resolution with Salt Lake County and (ii) where applicable, file with the Salt Lake County Recorder a notice of proposed assessment. 4865-0387-5735, v. 4 A-1 EXHIBIT A ACKNOWLEDGMENT, WAIVER AND CONSENT AGREEMENT 4854-9140-0599, v. 3 ACKNOWLEDGMENT, WAIVER AND CONSENT AGREEMENT This Acknowledgment, Waiver and Consent Agreement (this 'Agreement') is entered into April 24, 2024, by Wood Ranch Development, LLC, a Utah limited liability company (the 'Owner'). R E C I T A L S: 1. As of the date hereof, the Owner owns the real property described in Exhibit A attached hereto (the 'Subject Property'), which constitutes a portion of the property to be assessed within the Assessment Area described herein. 2. The Owner desires that the Wood Ranch Public Infrastructure District (the 'PID') designate an assessment area pursuant to the Assessment Area Act, Title 11, Chapter 42, Utah Code Annotated 1953, as amended (the 'Act'), for purposes of constructing publicly owned infrastructure, facilities or systems along with other necessary miscellaneous improvements (the 'Improvements'), as more fully described in the Assessment Ordinance (defined herein). 3. Estimated costs for the Improvements, including estimated overhead costs, administrative costs, costs of funding reserves, and debt issuance costs, is estimated at $35,422,823, of which $24,641,000 shall be assessed shall be levied against the properties benefited within the Assessment Area. The Owner anticipates using other funding to complete the remainder of the Improvements. If the Assessments and additional funding are not sufficient to complete the Improvements, the Owner hereby agrees to pay to complete the Improvements, including, but not limited to, an additional assessment on the Owner's property without any ability to contest such assessment. 4. Pursuant to the Act, the Board of Trustees of the PID (the 'Board') has or is expected to approve (i) a Designation Resolution, a copy of which is attached hereto as Exhibit B (the 'Designation Resolution') designating an assessment area to be known as the 'Wood Ranch Assessment Area No. 1' (the 'Assessment Area') and (ii) an Assessment Ordinance for the Assessment Area (the 'Assessment Ordinance'), a copy of which is attached hereto as Exhibit C, which, among other things, contemplates the reallocation and adjustment of the Assessments by the PID among subdivided parcels within the Assessment Area. 5. The Owner and the PID desire to include the Subject Property in the Assessment Area and to expedite such process by waiving certain statutory procedures as permitted by the Act for the purpose of accelerating the financing of the Improvements. NOW, THEREFORE, in consideration of the premises stated herein, the inclusion of the Subject Property in the Assessment Area, the acquisition, construction and installation of the Improvements and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Owner hereby agrees as follows: Section 1. Representations and Warranties of the Owner. The Owner hereby represents and warrants that: 4854-9140-0599, v. 3 2 (a) the Owner is the sole owner of the Subject Property identified as such in Exhibit A attached hereto; (b) the Owner has taken all action necessary to execute and deliver this Agreement; (c) the execution and delivery of this Agreement by the Owner does not conflict with, violate, or constitute on the part of the Owner a breach or violation of any of the terms and provisions of, or constitute a default under (i) any existing constitution, law, or administrative rule or regulation, decree, order, or judgment; (ii) any corporate restriction or any bond, debenture, note, mortgage, indenture, agreement, or other instrument to which the Owner is a party or by which the Owner is or may be bound or to which any of the property or assets of the Owner is or may be subject; or (iii) the creation and governing instruments of the Owner, if applicable; (d) there is no action, suit, proceeding, inquiry, or investigation at law or in equity by or before any court or public board or body and to which the Owner is a party, or threatened against the Owner (i) seeking to restrain or enjoin the levy or collection of the Assessments, (ii) contesting or affecting the establishment or existence, of the Owner or any of its officers or employees, its assets, property or conditions, financial or otherwise, or contesting or affecting any of the powers of the Owner, including its power to develop the Subject Property, or (iii) wherein an unfavorable decision, ruling, or finding would adversely affect the validity or enforceability or the execution and delivery by the Owner of this Agreement; (e) the Owner has not made an assignment for the benefit of creditors, filed a petition in bankruptcy, petitioned or applied to any tribunal for the appointment of a custodian, receiver or any trustee or commenced any proceeding under any bankruptcy, reorganization, arrangement, readjustment of debt, dissolution or liquidation law or statute of any jurisdiction. The Owner has not indicated their consent to, or approval of, or failed to object timely to, any petition in bankruptcy, application or proceeding or order for relief or the appointment of a custodian, receiver or any trustee; (f) the Owner is not in default under any resolution, agreement or indenture, mortgage, lease, deed of trust, note or other instrument to which the Owner is subject, or by which it or its properties are or may be bound, which would have a material adverse effect on the development of the Subject Property; (g) the Owner is in compliance and will comply in all material respects with all provisions of applicable law relating to the development of the Subject Property, including applying for all necessary permits; (h) the Owner hereby consents in all respects to the Improvements and assessment methodology as described in the Designation Resolution and Assessment Ordinance, including as provided in the Act; 4854-9140-0599, v. 3 3 (i) the assessment bonds, together with funds of the Owner, will be sufficient to complete the Improvements in order to achieve finished lots as contemplated in the Appraisal Report for Wood Ranch Subdivision, prepared by Colliers International Valuation & Advisory Services, dated January 16, 2024; (j) each entity comprising the Owner is an affiliate (within the meaning of the Assessment Ordinance) with respect to each other entity comprising the Owner; and (k) the undersigned are authorized to execute and deliver this Agreement for and on behalf of the Owner. Section 2. Acknowledgment by the Owner. The Owner on behalf of itself, and its successors in title and assigns, hereby acknowledges and certifies that: (a) the undersigned, on behalf of the Owner, are duly qualified representatives of the Owner with the power and authority to execute this Agreement for and on behalf of the Owner and have heretofore consulted their own counsel prior to the execution and delivery of this Agreement; (b) the Owner has received a copy of the Designation Resolution, the Assessment Ordinance and any other information necessary to execute this Agreement; (c) the consents set forth in Section 3 herein will benefit the Owner by expediting the assessment process and providing for the financing of the Improvements by the issuance of assessment bonds; (d) the Assessments constitute a legal, valid and binding lien on the Subject Property; (e) the Assessment Ordinance and the rights of the PID thereunder with respect to the enforcement of the lien of the Assessments and all other conditions therein; (f) the Owner has provided the pertinent information supporting the estimated cost of the Improvements, the allocation of Equivalent Residential Units ('ERUs') in the Assessment Area, the property description and tax parcel identifications of the Subject Property and the Assessment Area and the assessment list attached to the Assessment Ordinance, and the PID is relying on this Agreement in order to issue its assessment bonds related to the Improvements; (g) the levy of the Assessments on the Subject Property will not conflict with or constitute a breach of or default under any agreement, mortgage, lien or other instrument to which the Owner is a party or to which its property or assets are subject; 4854-9140-0599, v. 3 4 (h) the Owner further acknowledges and agrees that if for any reason the Assessments are insufficient to complete the Improvements, the property owners within the Assessment Area may be responsible for paying any pro-rata share of additional costs required to complete the Improvements, including, but not limited to, an additional assessment on their property without any ability to contest such assessment; (i) the PID cannot guaranty or predict the interest rates of the assessment bonds related to the Assessment Area, which will have a direct impact on the amount of the Assessments; (j) each parcel of property (including subdivided parcels, if applicable) within the Assessment Area shall initially have an allocation of ERUs; (k) the amount of the Assessment on the Subject Property reflects an equitable portion of the benefit the Subject Property will receive from the Improvements, but nevertheless, the Owner hereby consents to such Assessment as provided in Section 11-42-409(5) of the Act; and (l) the Owner has received consents to the Assessment and issuance of the assessment bonds described herein from all lienholders on the Subject Property whose consent is required. Section 3. Consent by Owner. The Owner, on behalf of itself, and its successors in title and assigns, hereby consents to: (a) the inclusion of the Subject Property in the Assessment Area and the designation of the Assessment Area for the purpose of financing the cost of the Improvements with assessments to be levied against properties within said Assessment Area, including the Subject Property, all as described in the Designation Resolution, the estimated costs of the Improvements, the method of assessment, and the Assessment Ordinance; (b) the PID financing the acquisition, construction and installation of the Improvements through the issuance of assessment bonds as provided in the Act; (c) the allocation of Assessments as described in Exhibit A hereto and as further described in the Assessment Ordinance, including the number of ERUs attributable to each unit type; (d) aggregation of all Assessments of all properties owned by the same owner (including an affiliate of such owner) as a single unified assessment against all properties owned by the same owner, as further described in the Assessment Ordinance; (e) all foreclosure remedies of the Subject Property in accordance with the Act and the Assessment Ordinance; 4854-9140-0599, v. 3 5 (f) not suing or enjoining the levy, collection, or enforcement of the Assessment levied pursuant to the Assessment Ordinance or in any manner attacking or questioning the legality of said Assessment levied within the Assessment Area pursuant to the Assessment Ordinance; and (g) the District imposing assessments to be paid in installments over a period of not to exceed thirty (30) years from the effective date of an assessment resolution. Section 4. Waiver. The Owner, on behalf of itself, and its successors in title and assigns, hereby waives: (a) any and all notice and hearing requirements set forth in the Act; (b) its rights for contesting, protesting, or challenging the legality or validity of the equitability or fairness of the Assessments, or the creation and establishing of the Assessment Area, the adopting of the Assessment Ordinance or the levy and collection of Assessments pursuant to the Assessment Ordinance, whether by notice to the PID or by judicial proceedings, or by any other means; (c) the right to have appointed by the PID a board of equalization and review which would hear aggrieved property owners and recommend adjustments in assessments, if deemed appropriate, the right to a hearing before a board of equalization and review and the right to appeal from any determination of a board of equalization and review as provided in the Act; (d) the right to pay cash for its assessment during a cash prepayment period which would otherwise extend for twenty-five (25) days after the adoption and publication of the Assessment Ordinance as provided in the Act; (e) any right to contest its assessment, including but not limited to the 60-day contestability period provided in Section 11-42-106 of the Act; (f) any right to contest that the Improvements qualify as a publicly owned infrastructure, system or other facility that (i) the PID is authorized to provide or (ii) is necessary or convenient to enable the PID to provide a service that the PID is authorized to provide and the Owner further acknowledges that it has consulted with counsel regarding the same; and (g) any other procedures that the PID may be required to follow in order to designate an assessment area or to levy an assessment as described in the Designation Resolution and the Assessment Ordinance. Section 5. Amendment. The Owner hereby acknowledges that bond counsel will rely on the representations, warranties, acknowledgments, consents, and agreements herein contained in issuing opinions relating to the levy of the assessments and the issuance of assessment bonds and consequently agrees that this Agreement may not be amended, modified, or changed without the prior written consent of the PID and such bond counsel. 4854-9140-0599, v. 3 6 Section 6. Severability. The invalidity or un-enforceability in particular circumstances of any provision of this Agreement shall not extend beyond such provision or circumstances and no other provision hereof shall be affected by such invalidity or unenforceability. Section 7. Headings. The headings of the sections of this Agreement are inserted for convenience only and shall not affect the meaning or interpretation hereof. Section 8. Successors and Assigns. This Agreement shall be binding upon the Owner and its successors and assigns. Section 9. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Utah. Section 10. Counterparts. This Agreement may be executed in several counterparts, all or any of which may be treated for all purposes as an original and shall constitute and be one and the same instrument. Section 11. Defined Terms. Capitalized terms used herein but not otherwise defined shall have the meanings ascribed to such terms in the Assessment Ordinance. A-1 EXHIBIT A TAX ID AND LEGAL DESCRIPTION OF PROPERTY TO BE ASSESSED Assessment Method and Amount* Total Assessment $24,641,000 Total ERUs 412.98 Assessment Per ERU $59,667 Unit Type Quantity Initial Lien/Lot ERUs Per Unit Total Assessment per Lot Type Towns/Flats - Shallow 54 $23,000 0.385 $1,242,000 Row 76 30,000 0.503 2,280,000 Alley 62 40,000 0.670 2,480,000 Small Lot 54 45,667 0.765 2,466,000 SFD 1 62 49,333 0.827 3,058,667 SFD 2 61 59,667 1.000 3,639,667 SFD 3 52 69,000 1.156 3,588,000 SFD 4 32 82,000 1.374 2,624,000 SFD 5 10 89,000 1.492 890,000 SFD 6 9 94,667 1.587 852,000 SFD 7 19 51,667 0.866 981,667 Towns/Flats - Standard 21 25,667 0.430 539,000 Total 512 $24,641,000 * Figures have been rounded Parcels to be Assessed Parcel Identification Number Owner Entity 20-27-101-001-4001 Wood Ranch Development, LLC 20-27-101-001-4002 Wood Ranch Development, LLC 20-27-101-001-4003 Wood Ranch Development, LLC 20-28-200-009 Wood Ranch Development, LLC 20-27-176-001 Wood Ranch Development, LLC Parcel has been subdivided, but no new parcel ID number has been provided. Only includes portion of such parcel owned by Wood Ranch Development, LLC. A-2 4854-9140-0599, v. 3 Legal Description The Assessment Area is more particularly described as follows: That certain real property located in Salt Lake County, State of Utah and described as follows: Beginning at a point on the Westerly Right-of-Way Line of State Road 111 (Bacchus Highway), said point lies North 00°06'38' West 4244.495 feet along the Quarter Section Line and West 138.346 feet from the South Quarter Corner of Section 27, Township 2 South, Range 2 West, Salt Lake Base and Meridian and running thence along said State Road 111 (Bacchus Highway) South 08°02'22' West 70.000 feet; thence North 81°57'38' West 427.320 feet to a point on a 515.000 foot radius tangent curve to the right, (radius bears North 08°02'22' East, Chord: North 78°21'39' West 64.667 feet); thence along the arc of said curve 64.710 feet through a central angle of 07°11'57'; thence North 74°45'41' West 175.572 feet to a point on a 515.000 foot radius tangent curve to the right, (radius bears North 15°14'19' East, Chord: North 59°50'49' West 265.096 feet); thence along the arc of said curve 268.114 feet through a central angle of 29°49'43'; thence North 44°55'57' West 62.623 feet to a point on a 515.000 foot radius non tangent curve to the right, (radius bears North 42°34'23' West, Chord: South 58°45'19' West 202.323 feet); thence along the arc of said curve 203.647 feet through a central angle of 22°39'24'; thence South 70°05'00' West 303.339 feet to a point on a 455.000 foot radius tangent curve to the left, (radius bears South 19°55'00' East, Chord: South 69°25'05' West 10.567 feet); thence along the arc of said curve 10.567 feet through a central angle of 01°19'50'; thence South 21°14'50' East 99.982 feet; thence South 21°07'30' East 20.000 feet to a point on a 329.000 foot radius non tangent curve to the left, (radius bears South 21°07'30' East, Chord: South 64°13'05' West 53.423 feet); thence along the arc of said curve 53.482 feet through a central angle of 09°18'50'; thence South 30°26'20' East 100.398 feet; thence South 30°07'30' East 56.000 feet to a point on a 212.000 foot radius non tangent curve to the right, (radius bears South 30°07'30' East, Chord: North 60°47'06' East 6.733 feet); thence along the arc of said curve 6.734 feet through a central angle of 01°49'11'; thence South 36°41'34' East 63.678 feet; thence South 19°55'00' East 13.764 feet; thence North 70°05'00' East 58.813 feet; thence South 19°55'00' East 20.000 feet; thence South 27°48'54' East 77.668 feet to a point on a 268.000 foot radius non tangent curve to the right, (radius bears South 26°47'56' East, Chord: North 66°38'32' East 32.173 feet); thence along the arc of said curve 32.192 feet through a central angle of 06°52'56'; thence North 70°05'00' East 88.688 feet to a point on a 268.000 foot radius tangent curve to the right, (radius bears South 19°55'00' East, Chord: North 80°27'25' East 96.515 feet); thence along the arc of said curve 97.044 feet through a central angle of 20°44'50'; thence South 89°10'10' East 113.556 feet to a point on a 268.000 foot radius tangent curve to the right, (radius bears South 00°49'50' West, Chord: South 81°57'55' East 67.216 feet); thence along the arc of said curve 67.394 feet through a central angle of 14°24'29'; thence South 74°45'41' East 235.532 feet to a point on a 639.000 foot radius tangent curve to the left, (radius bears North 15°14'19' East, Chord: South 78°21'39' East 80.237 feet); thence along the arc of said curve 80.290 feet through a central angle of 07°11'57'; thence South 81°57'38' East 134.509 feet; thence South 08°02'22' West 267.900 feet; thence North 81°57'38' West 248.525 feet; thence South 15°14'19' West 5.838 feet to a point on a 270.000 foot radius tangent curve to the right, (radius bears North 74°45'41' West, Chord: South 18°30'48' West 30.846 feet); thence along the arc of said curve 30.863 feet through a central angle of 06°32'57'; thence South 21°47'17' West 66.855 feet to a point on a 270.000 foot radius tangent curve to the right, (radius bears North 68°12'43' West, Chord: South 23°24'04' West 15.202 feet); thence along the arc of said curve 15.204 feet through a central angle of 03°13'35'; thence South 25°00'51' West 13.402 feet; thence South 25°00'51' West 156.096 feet A-3 4854-9140-0599, v. 3 to
Notice of Special Accommodations (ADA)
The District complies with the Americans with Disabilities Act by providing accommodations and auxiliary communicative aids and services for all those in need of assistance. Persons requesting these accommodations for public meetings should call Jennifer Gowans at 435-628-3688 at least 24 hours before the meeting.
Notice of Electronic or Telephone Participation
Unless otherwise noted in the posted Agenda, meetings of the Board of Trustees will be held in person. For meetings held via videoconferencing or telephonic communication Trustees and other meeting participants and attendees will be able to participate remotely. Persons requesting video conference or telephonic accommodations for public meetings should call Jennifer Gowans at 435-628-3688 to make arrangements.

Meeting Information

Meeting Location
912 W. 1600 S., SUITE B-200,
St. George, UT 84770
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Contact Name
Michael Jensen
Contact Email
mjensen@snowjensen.com
Contact Phone
4356283688

Notice Posting Details

Notice Posted On
April 24, 2024 04:41 PM
Notice Last Edited On
April 24, 2024 05:19 PM

Download Attachments

Download Attachments
File Name Category Date Added
WRPID Assessment Documents Packet for Recordation (Wood Ranch PID 2024) COMP.pdf Public Information Handout 2024/04/24 04:40 PM
02 - Acknowledgment, Waiver, and Consent Agreement.pdf Other 2024/04/24 04:41 PM


Board/Committee Contacts

Board/Committee Contacts
Member Email Phone
Gary Langston gary@thirdcadence.com 8019137016
Scott Kaufmann scott@thirdcadence.com 8015547255
Rachel McIllece rachel@thirdcadence.com 8015414431
Kevin Anglesey kevina@ivoryhomes.com 8015209152
Peter Gamvroulas peterg@ivoryhomes.com 8018425714
Ty McCutcheon ty@thirdcadence.com 8012439697

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