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HomeMy WebLinkAboutProperty - Acquisitions - 902 08 Acquisition - Steam Pump Ranch, Preservation Easement �CI�T: 13339 W' = F F. ANN RODR I GUE' 1RE CORDER E RECORDED BY M S _AGE: 752 DEPUTY RECORDER vol DrAtiNO. OF PAGES: 22 A 1966 PR3 ; CO SEQUENCE: 20081270223 s A tP% : �� 07/01/2008 Q x T 'MAT1 ���o":a ;` '� 14:16 PIMA COUNTY CULTURAL RE SOURCE S �` b DEEDE S S • I 201 N STONE AVE 6TH FL 414/014t' TUCSON AZ 85701 MAIL D AMOUNT PAID $ 27.00 E Pima County Cultural Resources & Historic Preservation Office 201 N. Stone Avenue, 6th Floor Tucson,AZ 85701 6158800-R12 DO NOT REMOVE THIS COVER SHEET. IT IS NOW PART OF THE RECORDED DOCUMENT. DOCUMENT TO BE RECORDED: DEED OF PRESERVATION EASEMENT AFFIDAVIT EXEMPT PER ARS 11-1134 A2 a WHEN RECORDED RETURN To: �r Pima County t~.t. \L Pcp Fist e P' 201 North Stone Avenue,6th floor C 0 r I Q 4 C T Tucson,Arizona 85701 f7d. 0 EXEMPT UNDER A.R.S. § 11-1134(A)(2) NO. ii' LZi. AMENDMN C . This numor., 11,1,4 ,►.I,rPii yin all invoices, .;ii i,i,»►.Qr and document ir''dii.iq, tc tins LEL- DEED OE PRESERVATION EASEMENT This DEED OF PRESERVATION EASEMENT (the "Easement") is made by and between the Town of Oro Valley, a municipal corporation, ("Grantor" or "Town"), and Pima County, a political subdivision of the State of Arizona, and existing under the laws of the State of Arizona ("Grantee" or "County") (collectively, the "Parties"). RECITALS A. County is authorized under Arizona's Uniform Conservation Easement Act, Arizona Revised Statutes, Sections 33-271 through 276, inclusive (collectively, as and if amended, the "Act") to hold conservation easements for conservation purposes or to preserve the historical, architectural, archaeological or cultural aspects of real property in Arizona. B. County is a political subdivision of the State of Arizona whose responsibilities include theP rotection of the public interest in preserving historically and architecturally significant structures within Pima County. . C. Town is the owner in fee simple of that certain property commonly known as the Steam Pump Ranchproperty ro located on the West side of North Oracle Road near the Canada Del Oro Y Wash, in Oro Valley, Pima County, Arizona, which is more particularly described in Exhibit "A" and depicted in Exhibit "A-1," attached hereto and made a part hereof(the "Site"), including all improvements and fixtures thereon. 1 D. Existing improvements on the Site include but are not limited to the historic original steam pump building, the 1874 ranch house and the 1930's ranch house, and associated outbuildings all as shown on Exhibit A-1 (hereinafter, collectively the "Buildings"). E. The Site is eligible for listing in the National Register of Historic Places as an historic L g landscape and as an authentic example of a 19th century working western ranch that retains significant integrity. Specifically, the Site is eligible under Criterion 'A' for its association with early cattle ranching during the Arizona Territorial period and the founding of settlement in the Steam Pump Ranch Preservation Easement 1 0118 Canada del Oro region, and under Criterion 'C', because the ranch house is a good representative of the architecture related to cattle ranching in Southern Arizona. F. Town and County recognize the historical and architectural value and significance of the Site and have the common purpose of conserving and preserving the aforesaid value and significance of the Site. G. The grant of a preservation easement by Grantor to Grantee on the Site will assist in Pg reservin and maintaining the Site and its architectural, historic and cultural features for the benefit of the people of the Town of Oro Valley, Pima County, the State of Arizona, and the United States of America. 1-I. To that end, Grantor desires to grant to Grantee, and Grantee desires to accept this Easement in gross in perpetuity over and upon the Site pursuant to the Act. This Easement is grantedpursuant ursuant to paragraph 4 of the Intergovernmental Agreement dated as of October 18,2006 (the"IGA"), by and between the Parties, and is effective as of the date signed by both Grantor and Grantee. I. Town has contracted for a Site Master Plan and nomination to the National Register of Historic Places to make adaptive use of the Site and Buildings for an historic park. Possible uses may include a visitors' center, restaurant, museum-style gift shop, equestrian center, classrooms, office space, performance and display spaces, art and craft shops or other similar uses, All such P ' planned improvements to be reviewed by the State Historic Preservation Office SHPO») and County to ensure the overall historical and architectural significance of the Site is retained and enhanced. p J. A Special Bond Election was held in Pima County on May 18, 2004, in which the citizens of Py approve Count voted to a rove the issuance of Pima County General Obligation Bonds to fund various public projects. K. ..r Pima County Ordinance No. 2004-18 (the "Bond Ordinance"), as subsequently amended by Ordinance No. 2005-92 and Ordinance No. 200621, lists the acquisition, preservation and restoration of the Site as an approved 2004 Bond funded project and allocates $4,997,807 in :: bondroceeds for the project (see Ordinance No. 2004-18 (VlI)(D)(l)(a)(4.6).P NOW,THEREFORE, the Parties hereto agree as follows: AGREEMENT 1. Grant of Easement. For good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged,Town does hereby irrevocably grant, convey, transfer and assign unto County a preservation and conservation easement, as defined under the Act, in gross in perpetuity over and upon the Site, including specifically the Buildings, Historic Landscape rP �' Setting and Interior Features (as defined below) as more specifically set forth herein. As part of the Easement, Town is also undertaking certain affirmative obligations as set forth herein. Steam Pump Ranch Preservation Easement 2 of 18 2. Purpose. It is the purpose of this Easement (the "Purpose") to assure that the architectural, historic, landscape and cultural features of the Site will be retained and maintained forever substantially in their current or better condition for conservation and preservation purposes and to prevent any use or change of the Site, except as may be specifically permitted herein, that will materially impair or interfere with the Site's preservation values. 3. Grantor's Covenants: In furtherance of, and as part of, the Easement herein granted, Grantor hereby covenants and agrees with the County as follows: 3.1. Documentation of the Condition of the Site. For the purpose of this Easement, Grantor or its designee shall document and describe in a narrative fashion the existing conditions of the Buildings in a Building Condition Assessment Report ("BCAR") and depict the exterior portions of the Buildings (the "Facades") and the Site in an original set of photographs dated no later than thirty (30) days following the execution of this Easement, (collectively, the "Photographs") and filed in the office of the Pima County Historic Preservation Office and the Town of Oro Valley Manager's Office, or in the office of their respective designated successor. The exterior condition and appearance of the Facades and Site as depicted in the Photographs (collectively, the "Present Facades") is deemed to describe their external nature as of the date thereof Grantor shall further document the interior features (the "Interior Features") photographically as described in this paragraph above and in a suitable narrative fashion and likewise placed on file in the office of the Pima County Historic Preservation Office and the Town of Oro Valley Manager's Office, or in the office of their respective designated successor. 3.2. Stabilization and Rehabilitation Project. 3.2.1. Town shall carry out planning, stabilization and rehabilitation of the Buildings ("Rehabilitation Project") and shall initiate the Rehabilitation Project within one month after recordation of this Easement, and shall diligently pursue the Rehabilitation Project to completion as and when funds become available. Plans and specifications for the Rehabilitation Project shall be submitted to the County and the State Historic Preservation Office ("SHPO") for review and approval, as set forth in Paragraphs 3,3 and 6 below. The rehabilitation shall be done in accordance with the approved rehabilitation plans, and in a manner that preserves and enhances the preservation values, complies with all applicable laws and codes, and in a good and workmanlike manner. Town will ensure that potential impacts to any archeological sites are considered and mitigated as appropriate in consultation with County staff and SI-IPO prior to any round-disturbing activities. A second set of photographs documenting the completed g Rehabilitation of the Facades and Interior features will be taken and filed as in Paragraph 3.1 above (the "Post-Rehabilitation Photographs"). The exterior condition and appearance of the Facades and Site as depicted in the Rehabilitation Photographs (collectively, the "Rehabilitated Facades") is deemed to describe their external nature after the Rehabilitation Project. The interior condition and appearance of the Buildings as depicted in the Rehabilitation Photographs (collectively, the "Rehabilitated Interior Features") is deemed to describe their interior after the Rehabilitation Project. Town shall, during the Rehabilitation Project, maintain builder's risk insurance, and the contractor shall be required to provide payment and performance bonds. Steam Purnp Ranch Preservation Easement 3 of 18 + r 3.2.2. Upon satisfactory completion of the Rehabilitation Project, County shall, at the request of Town, execute and record an estoppel certificate acknowledging that Town has satisfied its obligations under this paragraph. 3.3, Maintenance of the Rehabilitated Site, Facades and Interior Features, The Town shall, at all times, maintain each of the Buildings and their respective Facades, as well as the Site, in a good and sound state of repair in accordance with the Secretary of Interior Standards for the Rehabilitation of Historic Buildings, and County and SHPO guidelines for the Site (the "Standards") so as to prevent impact to archeological sites, the deterioration of the Rehabilitated Facades or any portion thereof; to prevent visual obstruction of the Rehabilitated Facades from public viewpoints; and to prevent the intrusion of new improvements, walls, fences, statues, landscaping or fixtures which substantially modify the public view of the Site and its associated streetscape and open space, and are deemed to be not in accordance with the Standards delineated above. Town will request and obtain advance approval from the Pima County Historic Preservation Office and SHPO prior to implementing any physical changes to the Buildings after the Rehabilitation Project (the"Rehabilitated Buildings"), Rehabilitated Facades, Rehabilitated Interior Features, or to the Site. (The term "Building" shall include the Rehabilitated Buildings, unless otherwise provided) This provision does not apply to routine maintenance, landscaping (other than hardscape improvements), or maintenance of sprinkler systems. Subject to the casualtyP rovisions of Paragraph 12 below, this obligation to maintain shall require replacement, repair and reconstruction according to the Standards within a reasonable time whenever necessary to have the external nature of the Rehabilitated Buildings at all times appear to be the same as the Rehabilitated Facades. 3.4. Maintenance of the Structural Elements. Town shall maintain and repair each of the Rehabilitated Buildings, and any associated fences, walls or fixtures on the Site, as is required to ensure the structural soundness and the safety of the Rehabilitated Buildings, the Rehabilitated Facades, the Rehabilitated Interior Features, and the fences, walls or fixtures on the Site. 3.5. Inspection. In order to periodically observe the Buildings, Rehabilitated Facades, and Rehabilitated Interior Features, representatives of the County shall have the right to enter the Site to inspect it, from time to time, including specifically the Rehabilitated Facades, Buildings, and Rehabilitated Interior Features. Inspections will be made at a time mutually agreed upon by Town and County. 3,6. Insurance. Town, at its sole cost and expense, shall at all times: 3.6.1. keep the Buildings insured at their replacement cost value on an "all risk" basis to ensure complete restoration of the Facades, Interior Features and Site in the event of loss or physical sical damage. Said property coverage policy shall contain provisions which ensure that the face amount of the policy is periodically adjusted for inflation, and Town shall provide a Certificate of Insurance to County evidencing such insurance, including an endorsement naming County as a loss payee; and 3.6.2. carry and maintain general liability insurance in an amount reasonably Steam Pump Ranch Preservation Easement 4 of 18 satisfactory to County to protect against injury to visitors or other persons on the Site, and to provide a Certificate of Insurance to the County evidencing such insurance, and naming the County as an additional insured on the policy. 3.7. Public Access. At such time as the Site is determined by the Grantor and Grantee to meet allP ublic safety requirements, Grantor shall make the Site, including interior portions of anyRehabilitated Building protected under the Easement, accessible to the public a minimum of three (3) days per year. This requirement may be fulfilled through use as an historic park, an open house, house tour, or similar event that is open to the general public following published notice. Grantor may have a representative present during such public access, and access may be subject to reasonable restrictions to ensure security of the property and safety of the visitors. At other reasonable times, upon request of Grantee made with reasonable notice to Grantor, persons affiliated with educational organizations, professional architectural associations, and historical societies shall be admitted to study the Site. In addition, Grantee may make photographs, drawings, or other representations documenting the significant historical, cultural, and architectural character and features of the Site and may publish them or distribute them for publication by others, or otherwise use them to fulfill its charitable or educational purposes. 4. Prohibited Activities and Uses of the Site. Without limiting the general restrictions and obligations set forth herein, Grantor hereby covenants and agrees that the following acts or uses are expressly forbidden on, over, or under the Site: 4.1. The Buildings shall not be demolished, removed or razed except as provided in Paragraph 12. 4.2. Nothing shall be erected or allowed to grow on the Site that would substantially impair the visibilityof the Site and the Buildings from the street level or other public rights of way, except that a buffer, consisting solely of native or desert-adapted vegetation, may be planted to obstruct the view from Oracle Road. 4.3. Unless approved by County and SHPQ as part of an approved site plan, no buildings OT structures, camping accommodations, or mobile homes or modular structures shall be erected p � orP laced on the Site, except for the Buildings and temporary structures required for the maintenance or rehabilitation of the Site, such as construction trailers. Any temporary structure shallpromptly be removed at the conclusion of the maintenance or rehabilitation period. P Y 4.4. The Site shall not be divided or subdivided by law or in fact and the Site shall not be devised or conveyed except as a unit. For the purposes of this Easement, the term "subdivided" Y include a term lease or other arrangement that creates the characteristics of a shall long g subdivision of the Site as determined in the sole discretion of the Grantee, but shall not include the use described in Paragraph 8.3 below. 4.5. The dumping of trash, rubbish, ashes, or any other unsightly or offensive materials is prohibited on the Site. 4.6. No above-ground utility transmission lines, except those reasonably necessary for the Steam Pump Ranch Preservation Easement 5 of 1 8 V : existing Buildings, may be created on the Site. 5. Grantor's Conditional Rights Subject to Approval by Grantee. The following acts of Grantor are permitted only with the prior express written approval of the Grantee, or as part of an approved Site Master Plan reviewed and approved by County and SIIPO, which approval may be withheld or conditioned in the sole discretion of Grantee: 5.1 Any increase or decrease in the height of, or additions to, the Buildings; 5.2 Any change to the exterior construction materials or colors of the Buildings, or any movement, improvement, alteration, reconstruction, or change to the facades (including fenestration) and roofs of the Buildings; 5.3 Any removal, demolition, or alteration of the interior features in the Buildings that have significant preservation value; 5.4 Any change to the floor plan of the Rehabilitated Buildings; 5.5 Erection of external signs or external advertisements except: (i) signs identifying the National Register of Historic Places designation; (ii) a sign stating solely the name and address of the Site; (iii) a temporary sign to advertise a special event at the Site; and (iv) a sign indicatinggovernment or non-profit partnership in historic preservation or economic activities regarding the Site. All signs shall comply with all applicable sign laws, ordinances, rules and regulations; 5.6 Any permanent topographical changes, such as, by example, excavation for the construction of roads, swimming pools, and recreational facilities; Removal of live trees located in the open areas of the Site unless diseasedor 5.7 P damaged as determined in the reasonable judgment of Grantee. Grantee may require a professional arborist's report as a condition of reviewing any request to remove live trees; 5.8 Any change in the use of the Site to a use different from the use set forth in Paragraph I of the Recitals portion of this Easement, unless part of the Rehabilitation Project; ..-: 5.9 Erection of visible satellite receiving dishes, cell towers, or similar electronic t frequency receiving or emitting devices on the Site. 6. Review of Grantor's Requests for Approval. 6.1 Pursuant to Paragraph 5, Grantor shall submit in writing to Grantee, for Grantee's approval, information (including plans, specifications, and designs where appropriate) together with a specific request identifying the proposed activity. In addition, Grantor shall also submit to Grantee a timetable for the proposed activity which is sufficient to permit Grantee to monitor such activity. Grantor shall not make changes or take any action subject to the approval of Steam Pump Ranch Preservation Easement 6 of 18 r , Grantee unless expressly authorized in writing by an authorized representative of Grantee. For purposesof approvals pursuant to this Paragraph 6, the authorized representative shall be the PP Pima County Administrator or designee. 6.2 Grantee reserves the right to consult with governmental agencies, nonprofit preservation and conservation organizations, the SHPO and/or other advisors deemed appropriate ro riate by Grantee, concerning the appropriateness of any activity proposed under this Easement. The decision whether to consult with governmental agencies as set forth above shall be in the discretion of the Manager of the Pima County Historic Preservation and Cultural Resources Division. 6.3 All approval rights of Grantee shall be exercised in the reasonable discretion of Grantee. Grantee further agrees to respond to any request of Grantor not later than forty-five (45) days following receipt by Grantee of Grantor's request. A written notice from Grantee, within such forty-five (45) day period, that it has received Grantor's request, but will require an additionalP eriod of time, up to an additional sixty (60) days to issue a substantive decision, will constitute a timely response hereunder. 6.4 In the event that Grantor does not implement any approval granted pursuant to thisParagraph Para 6, fora period of five (5) years following such approval, such approval shall be P void. Grantor may resubmit the request for approval; however, such approval may be given or denied in the sole discretion of the Grantee. 7. Standards for Review. In exercising any authority created by this Easement to inspect the Site or the interior of the Rehabilitated Buildings; to review any construction, alteration, repair, or maintenance, to review casualtydamage or to reconstruct or approve reconstruction of the Rehabilitated Buildingfollowing casualty damage, Grantee shall apply the Standards. 8. Grantor's Reserved Rights Not Requiring Further Approval by Grantee. Subject to r; ' ' Paragraphs 3 and 5, the following rights, uses, and activities o f or by ‘; the provisions of4, bythis Easement and maybe carried out by Grantor on, over, or under the Site are permitted Grantor without further approval by Grantee: r,y 8.1 The right to engage in all those acts and uses that: (i) are permitted by governmental statute or regulation; (ii) do not substantially impair the conservation and preservation values of the Site; and (iii) are not inconsistent with the purpose of this Easement. an to theprovisions of Paragraph 3, the right to maintain and repair the 8.2 Pursuant Rehabilitated Buildings strictly according to the Standards. As used in this subparagraph, the b g right to maintain and repair shall mean the use by Grantor of in-kind materials and colors, applied with workmanshipcomparable to that which was used in the construction or application of those materials beingrepaired or maintained, for the purpose of retaining in good condition the appearance and construction of the Rehabilitated Buildings. The right to maintain and repair as used in thisg P ara ra h shall not include the right to make changes in appearance, materials, P colors, and workmanshi from that existing prior to the maintenance and repair without the prior � Stearn Pump Ranch Preservation Easement 7 of 18 written approval of Grantee in accordance with the provisions of Paragraphs 5 and 6; and (c) the right to continue all manner of existing use and enjoyment of the Site's Rehabilitated Buildings and Site, including but not limited to the maintenance, repair, and restoration of existing fences; the right to maintain existing driveways, roads, and paths with the use of same or similar surface materials; the right to maintain existing utility lines, gardening and building walkways, steps, and garden fences; the right to cut, remove, and clear grass or other vegetation and to perform routine maintenance, landscaping, horticultural activities, and upkeep, consistent with the Purpose of this Easement, 8.3 The right to utilize the Site for all uses permitted in and not prohibited by the approved Site Master Plan. 9. Warranties and Representations of the Town. Grantor hereby represents and warrants to Qrantee as follows: 9.1 Information Furnished, True and Correct. AU information given to County by Town in order to induce the County to accept this Easement, including all information contained in this Easement, is true, correct and complete. 9.2 Legal, Valid and Binding. This Easement is in all respects, legal, valid and binding upon Town and enforceable in accordance with its terms, and grants to the County a direct, valid and enforceable preservation easement upon the Rehabilitated Buildings, Interior Features and Site. 9.3 No Impairment of Preservation Easement. Town, for itself, its heirs, personal n representatives, and assigns, has not reserved, and to its knowledge, no other person or entity has reserved, any rights,the exercise of which may impair the Easement granted herein. 10. Runs with the Land. Except as provided in paragraphs 12 and 21, the obligations imposed by this Easement (including the affirmative obligation to carry out the Rehabilitation �! Project as set forth in Paragraph 3 above) shall be effective in perpetuity and shall be deemed to run as a binding servitude with the Site, binding on all owners of any interest in any portion of the Site. An owner of the Site shall have no obligation pursuant to this instrument where such N� owner shall cease to have any ownership interest in the Site by reason of a bona fide transfer. The restrictions, stipulations, and covenants contained in this Easement shall be inserted by P Grantor, verbatim or by express reference, in any subsequent deed or other legal instrument by whichitself of either the fee simple title to or any lesser estate in the Site or any Grantor divests P i• Pby way of thereof, including f example and not limitation, a lease of all or a portion of the Site. Grantor shall provide not less than thirty (30) days written notice to Grantee, which notice shall include a copy proposed of the instrument divesting Grantor of any interest in the Site, so that Grantee may insure compliance with this paragraph. Steam Pump Ranch Preservation Easement 8 of 18 11. Recordation; Conveyance and Assignment. 1 Grantee shall do and perform at its own cost all acts necessary to the prompt recording of this instrument in the land records of Pima County, Arizona. 11.2 County may convey, transfer and assign this Easement to a similar local, state or national organization whose purposes, inter alia, are to promote historic preservation, and which is a "qualified organization" under Section 170(h)(3) of the Internal Revenue Code of 1986, as amended (the "Code"), provided that any conveyance or assignment requires that the conservation purposes for which this Easement was granted will continue to be carried out, and the assignee is qualified to hold a conservation easement under state law. 12. Casualty; Application of Insurance Proceeds. Subject to the insurance proceeds requirements of any recorded Deed of Trust or Mortgage applicable to the Site, in the event of damage or destruction of any of the Buildings resulting from casualty, the Town agrees to apply all available insurance proceeds and donations to the repair and reconstruction of each of the damaged Buildings and any associated fences, walls or fixtures on the Site. In the event the County determines, in its reasonable discretion, after reviewing all bona fide cost estimates in light of all available insurance proceeds and other monies available for such repair and reconstruction, that the damage to the Buildings or Site is of such magnitude and extent that repair and reconstruction of the damage would not be possible or practical, then the Town may elect not to repair or reconstruct the damaged Buildings or associated fences, walls or fixtures on the Site. Notwithstanding the foregoing, in the event the County notifies the Town in writing that the County has determined that repair and reconstruction of the damaged Buildings or associated fences, walls or fixtures on the Site is impossible or impractical and that the damaged Buildings present an imminent hazard to public safety, Town will at its sole cost and expense raze the damaged Buildings or associated fences, walls or fixtures on the Site and remove all debris, g slabs, and any other portions and parts of the damaged structure or associated fences, walls or fixtures on the Site within the time period required by the County to protect the health, safety and welfare of the public, unless Town has commenced and is diligently pursuing repair or reconstruction of the damaged Buildings or associated fences, walls or fixtures on the Site. Upon razing of the damaged portion of the Buildings or associated fences, walls or fixtures on the Site, County shall release any interest it has in the insurance proceeds for the damaged Buildings or associated fences, walls or fixtures on the Site. Nothing in this paragraph is intended to supersede or impair the rights to insurance proceeds of a lienholder pursuant to a recorded Deed of Trust or Mortgage applicable to the Site. 13. Indemnification. Town covenants that it shall pay, protect, indemnify, hold harmless and ; defend County at Town's sole cost and expense from any and all liabilities, claims, costs, attorneys' fees,judgments or expenses asserted against County, its Administrator, County Board y of Supervisors, employees, agents or independent contractors, resulting from actions or claims of any nature arising out of the conveyance, possession, administration or exercise of rights under this Easement. For purposes of explanation of this paragraph only, and without in any manner �. limiting the extent of the foregoing indemnification,Town and County agree that the purpose of thisP aragraph is to require Town to bear the expense of any claim made by any third party Steam Pump Ranch Preservation Easement 9 of 18 against County, which arises because County has an interest in the Site as a result of this Easement. Town will have no obligation to the County for any claims which may be asserted against the County as a direct result of the County's intentional misconduct or gross negligence. 14. Default/Remedy. 14.1. In the event Town (a) fails to perform any obligation of Town set forth herein, or otherwise comply with any stipulation or restriction set forth herein, or (b) any representation or warranty of Town set forth herein is determined by the County to have been untrue when made, in addition to any remedies now or hereafter provided by law and in equity, County or its designee, following prior written notice to Town, may enforce this Easement as a conservation easement pursuant to A.R.S. §33-273, and may 14.1.1. institute suit(s) to enjoin such violation by ex parte, temporary, preliminary or permanent injunction, including prohibitory and/or mandatory injunctive relief, and to require the restoration of the Site to the condition and appearance required under this Easement, and/or 14.1.2. enter upon the Site, correct any such violation, and hold Town responsible for the cost thereof, and such cost until repaid shall constitute a lien on the Site, and/or 14.1.3. revoke County's acceptance of this Easement by seeking judicial extinguishment in a court of jurisdiction com etent on the grounds that.Town's default renders impossible or P impractical the continued use of the Site for conservation purposes as defined under the Act. violates anyof its obligations under this Easement, the Town shall 14.2. 7 n the event Town g reimburse the Countyfor any and all costs and expenses incurred in connection therewith, including all court costs and attorneys' fees. County 14.3. The exercise bythe or its designee of any remedy hereunder shall not have effect of waivingor limitingany other remedy and the failure to exercise any remedy shall the ‘a not have the effect of waiving or limiting the use of any other remedy or the use of such remedy a.r at any other time. 15. Amendment. If circumstances arise under which an amendment to or modification of this Easement would be appropriate, Town and County may by mutual written agreement jointly amend this Easement, provided that no amendment shall be made that will adversely affect the qualification of this Easement or the status of Grantee under any applicable laws, including 170 h and 501 c 3 of the Code and the laws of the State of Arizona. Any such Sections ( } OO amendment shall be consistent with the protection of the conservation and preservation values of the Site and the Purpose of this Easement; shall not affect its perpetual duration; shall not permit .� additional residential and/or commercial development on the Site other than the residential and/or commercial development permitted as part of an approved Site Master Plan approved by County and SHPO or by this Easement on its effective date; shall not permit any private inurement to any person or entity; and shall not adversely impact the overall architectural, historic, natural habitat, and open space values protected by this Easement. Any such amendment shall be recorded in the office of the County Recorder of Pima County, Arizona. Nothing in this Steam Pump Ranch Preservation Easement 10 of 18 paragraph shall require Grantor or Grantee to agree to any amendment or to consult or negotiate regarding any amendment. 16. Notice from Government Authorities. Grantor shall deliver to Grantee copies of any notice of violation or lien relating to the Site received by Grantor from any government authority within five (5) calendar days of receipt by Grantor. Upon request by Grantee, Grantor shall promptly furnish Grantee with evidence of Grantor's compliance with such notice or lien where compliance is required by law. 17. Notice of Proposed Sale. Grantor shall promptly notify Grantee in writing of any proposed offer to sell the Site or of any listing of the Site for sale and provide the opportunity for Grantee to explain the terms of the Easement to the real estate listing agent and potential new owners prior to sale closing. 18. Extinguishment. 18.1. Grantor and Grantee hereby recognize that circumstances may arise that may make the continued ownership or use of the Site in a manner consistent with the Purpose of this Easement impossible and that extinguishment of the Easement may be necessary. Such circumstances may include, but are not limited to, partial or total destruction of the Buildings resulting from casualty. Extinguishment must be the result of a judicial proceeding in a court of competent jurisdiction. 18.2. After a termination or extinguishment by judicial order, and unless otherwise required by applicable law at the time, in the event of any sale of all or a portion of the Site, Grantor and Grantee shall share in any net proceeds resulting from such sale as follows: 18.2.1. "Net Proceeds" shall be mean the proceeds of any sale or conveyance of all or any portion of the Site less (i) the amount of liens a ainst the Site and (ii) closing costs, and shall any g include the fair market value of any property received in connection with an exchange or ;? involuntary conversion of the Site. 18.2.2. the Net Proceeds shall divided equally, with 50% going to Grantee and 50% going to Grantor, except that Grantee's share shall not exceed $5,000,000 in 2006 dollars, as adjusted using the Bureau of Labor Statistics Consumer Price Index which uses an average Consumer Price Index for agiven calendar year (i.e. a sale in 2007 would have a cap of$5,125,141.00 for Grantee's share) 18.2.3. In the event of extinguishment, the provisions of this section 18.2 shall survive g and shall constitute a lien on the Site, and any property received in connection with an exchange, with the same effect and priority as a mechanic's lien, except that such lien shall not affect the priority of any prior recorded lien of mortgage or deed of trust given in connection with a promissory note secured by the Site. 19. Condemnation. If all or any part of the Site is taken under the power of eminent domain by public, corporate, or other authority, or otherwise acquired by such authority through a Steam Pump Ranch Preservation Easement 1 1 of 18 purchase in lieu of a taking, Grantor and Grantee shall join in appropriate proceedings at the time of such taking to recover the full value of those interests in the Site that are subject to the taking and all incidental and direct damages resulting from the taking. After the satisfaction of prior claims and net of expenses reasonably incurred by Grantor and Grantee in connection with such taking, Grantor and Grantee shall be respectively entitled to compensation from the balance of the recovered proceeds in conformity with the provisions of paragraph 18 unless otherwise provided by law. 20. Effect and Interpretation. The following provisions shall govern the effectiveness and duration of this Easement: 20.1. Interpretation. Any rule of strict construction designed to limit the breadth of restriction on alienation or use of property shall not apply in the construction or interpretation of this Easement and this Easement shall be interpreted broadly to effect the purpose of the Easement. 20.2. Invalidity of the Act. This Easement is made pursuant to the Act as the same now exists or may hereafter be amended, but the invalidity of such Act or any part thereof, or the passage of any subsequent amendment thereto, shall not affect the validity and enforceability of this Easement according to its terms, it being the intent of the parties hereto to agree and to bind themselves, their successors, heirs and assigns, as applicable, in perpetuity, whether this Easement be enforceable by reason of any statute, common law or private agreement either in existence now or at any time subsequent thereto. 20.3. Violation of Law. Nothing contained herein shall be interpreted to authorize or permit Town to violate any ordinance or regulation relating to building materials, construction methods or use with respect to the Site and the Buildings, and Town agrees to comply with all applicable laws, including, without limitation, all building codes, zoning laws and all other laws related to the maintenance and demolition of historic property. In the event of any conflict between anysuch laws and the terms hereof, Town promptly shall notify County of such conflict and shall cooperate with County and the appropriate authorities to accommodate the purposes of .;^1 both this Easement and such ordinance or regulation. 20.4. Notices. Notices shall be in writingand shall be given by personal or air courier service delivery to a responsible person, by telephone facsimile, or by deposit in the United States mail, certified mail, return receipt requested, postage prepaid. Notices shall be delivered or addressed to Town and County at the addresses set forth below or at such other address as a party . maydesignate in writing. The date notice is deemed to have been given, received and become effective shall be the date on which the notice is delivered, if notice is given by personal or air courier service delivery or by telephone facsimile, or two (2) days following the date of deposit in the mail, if the notice is sent through the United States mail. TOWN OF ORO VALLEY: Town Manager 11000 North Canada Del Oro Drive Steam Pump Ranch Preservation Easement 12 of 18 Oro Valley, AZ 85737-7016 Telecopy: 520-742-1022 With a copy to: Town Attorney 11000 North Canada Del Oro Drive Oro Valley, AZ 85737-7016 Telecopy: 520-229-4774 PIMA COUNTY: Clerk of the Board of Supervisors 130 West Congress Street, 5th Floor Tucson, AZ 85701 With copies to: Pima County County Administrator 130 West Congress Street, 10th Floor Tucson, AZ 85701 Attn.: C.H. Huckelberry Telecopy: 520-740-8171 and: Chief Civil Deputy Pima County Attorney's Office Civil Division +y' 32 North Stone, 21St Floor Tucson, Arizona 85701 Telecopy: 520-620-6556 .1 and: Pima County Cultural Resources Manager 201 N. Stone Avenue, 6th Floor Tucson, AZ 85701-1215 Telecopy: 520-243-1610 20.5. No Liability. County and Town agree that none of their respective directors, officers, employees or agents have any personal obligation hereunder. No official,representative, agent, attorney or employee of County shall be personally liable to Town, or to any successor in interest to Town, in the event of default or breach by County or for any amount which may become due to Town or to Town's respective successors, or with respect to any obligation of County under the terms of this Agreement. Steam Pump Ranch Preservation Easement 13 of 18 20.6. Further Documentation. Each party agrees in good faith to execute such further or additional documents as may be necessary or appropriate to fully carry out the intent and purpose of this Easement. 20.7. Conflict of Interest. This Easement is subject to cancellation pursuant to A.R.S. Section 38-511. 20.8. Non-Discrimination. The Parties shall comply with Arizona State Executive Order No. 99- 4, if applicable, and all other applicable federal and state laws, rules and regulations, including the Americans with Disabilities Act. 20.9. Limitations. Nothing in this Easement shall be construed as limiting or expanding the statutory responsibilities of County in performing functions beyond those granted to it by law or as requiring County to expend any sum in excess of its appropriations. 20.10. Non-Availability of Funds. This Easement shall be subject to available funding, and nothing in this Agreement shall bind any party to expenditures in excess of funds authorized for purposes outlined in this Easement. 20.11. Entire Agreement. This Easement reflects the entire agreement of Grantor and Grantee. Any prior or simultaneous correspondence, understandings, agreements, and representations are null and void upon execution of this Easement, unless set out in this instrument. 20.12. Counterparts. This Easement may be executed in two counterparts and by each party on a separate counterpart, each of which when so executed and delivered shall be an original, but both of which together shall constitute one instrument. 20.13. Recitals. The above Recitals are incorporated herein by this reference. 20.14. Exhibits. Any exhibit attached hereto shall be deemed to have been incorporated this reference with the same force and effect as if fully set forth in the body hereof. herein by Timeobligationor 20.15. Periods, If the time for the performance of any taking g an y action under this Agreement expires on a Saturday, Sunday or legal holiday, the time for performance or takingsuch action shall be extended to the next succeeding day which is not a Saturday, Sunday or 1 legal holiday. 20.16. Headings. The headings of this Easement are for purposes of reference only and shall not limit or define the meaning of any provision of this Agreement. 20.17. Feminine and Masculine. For purposes of this Easement, the feminine shall include the masculine and the masculine shall include the feminine. Steam Pump Ranch Preservation Easement 14 of 18 20.18. Time of the Essence. Time is of the essence in the performance of each and every term and condition of this Easement by Town. 20.19. Construed as Consistent with IGA. It is the intent of the Parties that the terms of this Easement be construed to be consistent with the terms of the IGA referenced in Recital H above. In the event of an inconsistency of terms between the two documents, the terms of this Easement shall prevail. 21. Dispute Resolution. In the event of a dispute between the Parties concerning the interpretation of this Easement, the Parties shall promptly submit said dispute to an impartial Arbitrator, mutually selected by the Parties, for final resolution. The Parties agree to be bound by the Arbitrator's decision in the matter. IN WITNESS WHEREOF, Town has caused this Easement to be executed by the Mayor, upon resolution of the Mayor and Council and attested to by the Town Clerk, and County has caused this Easement to be executed by the Chairman of the Board of Supervisors upon resolution of the Board of Supervisors and attested to by its Clerk. This Easement shall be effective immediately upon the date of the last signature. Grantor: TOWN OF ORO VALLEY ATTEST: . P• • Paul H. Loomis, Mayor Ka yn Cuvelier, Town Clerk A'1 APPROVED AS TO FORM: r • Tobin Rosen, Town Attorney I Steam Pump Ranch Preservation Easement 15 of 18 ACCEPTED: PIMA COUNTY ATTEST: i/ LAd/...A�./ Chairman, Boar of Supervisors Cl rk, Board of Supervisors JUN 3 2008 . • • , APP AS TO CI TENT: By Jo • vernal Duty County Administrator--Public Works APPROVED AS TO FORM: Deputy County At • Exhibits: A: Legal Description i'.R A-1: Depiction Map Pima County Tax Code Parcel Number: 220-08-002C Steam Pump Ranch Preservation Easement 16 of 18 Z 1 Exhibit"A" Steam Pump Ranch Preservation Easement 17 of 1 8 l . EXHIBIT "A" Parcel 1: A parcel of land located in Section 7,Township 12 South, Range 14 East, Gila and Salt River Base and Meridian, Pima County,Arizona,described as follows: Beginning at a lead capped pipe, being the Northeast corner of said Section 7, Run Thence South 56 degrees,23 minutes, 19 seconds West, a distance of 167151 feet to the True Point of Beginning; Thence South 55 degrees, 17 minutes,30 seconds West, a distance of 395.12 feet; Thence South 35 degrees, 18 minutes, 30 seconds East, a distance of 395.25 feet to a point on the North right of way of State Highway No. 77; Thence along said North right of way line on a curve to the left having an initial tangent of South 52 degrees,09 minutes, 53 seconds West,a central angle of 01 degrees, 53 minutes, 15 seconds and a radius of 17,288.74 feet, a distance of 569,55 feet; Thence North 39 degrees,43 minutes,22 seconds West, a distance of 585.99 feet; Thence North 54 degrees, 0 I minutes, 13 seconds East, a distance of 1005.83 feet; Thence South 36 degrees, 17 minutes,23 seconds East, a distance of 170.48 feet to the True Point of Beginning. Parcel 2: A parcel of land located in Section 7, Township 12 South, Range 14 East, Gila and Salt River Base and t:. Meridian, Pima County, Arizona,described as follows: Beginning at a lead capped pipe,being the Northeast corner of said Section 7, Run Thence South 56 degrees,23 minutes, 19 seconds West, a distance of 1672.51 feet; Thence South 55 degrees, 17 minutes,30 seconds West, a distance of395.12 feet; Thence South 35 degrees, 18 minutes, 30 seconds East, a distance of 395.25 feet to a point on the North right of way line of State Highway No. 77; EXHIBIT"A" (Continued) Thence along said North right of way line on a curve to the left, having an initial tangent of South 52 degrees, 09 minutes, 53 seconds West, a central angle of 02 degrees, 53 minutes, 15 seconds and a radius of 17,288.74 feet, a distance of 569.55 feet to the True Point of Beginning; Thence continue along said curve to the left having a central angle of 00 degrees, 59 minutes,40 seconds and a radius of 17,288.74 feet,a distance of 300.08 feet; Thence North 70 degrees, 51 minutes,44 seconds West, a distance of 200.75 feet; Thence Westerly along the arc of a curve to the left, having a central angle of 09 degrees, 37 minutes,48 seconds,and a radius of 1512,39 feet and arc distance of 254.20 feet(measured)254.113 feet(recorded)to the non-tangent West line of the Northeast quarter of Section 7; Thence North 00 degrees,21 minutes, 55 seconds West (measured)North 00 degrees,23 minutes, 37 seconds West(recorded), a distance of 303.74 feet(measured)303.81 feet(recorded)to the East right of way line of the Canada del Oro Wash; Thence North 54 degrees,01 minutes, 13 seconds East(measured)North 54 degrees, 00 minutes,00 seconds East(recorded), a distance of 361.15 feet; Thence South 39 degrees,43 minutes,22 seconds East, a distance of 585.99 feet to the True Point of Beginning. J• p.. Alt Exhibit "A-1" —�1 s.•Y n:. a,! 1• 'Iw 4. .y Steam Pump Ranch Preservation Easement 18 of 18 ___ _ ___________ 016',( A , i SUBJECT AREA STEAM PUMP RANCH PRESERVATION EASEMENT � A TAX PARCEL: 220-OS-002C / 1 SECTION 07 T 12 S, R 14 E G&SRB&M PIMA COUNTY, AH2ONA CD\\>\ , N\ YP , 00 StS", (<(/\/ (-IC \) \V-.'''' C; *\? PPO o�P\-- �G� �'' I. C. .11 rj .\\\\\\ <K\/6L'5,i 0, C)C31i /0 (5),___ i)4 O SUBJECT PROPERTY [....\\.\A 1 it N 1 PIMA COUNTY DEPARTMENT OF TRANSPORTATION f)\i_ lGEOGRAPHIC INFORMATION SERVICES DIVISION 08025 - li I DRAWING NOT TO SCALE DRAWN BY: L.JARZOM BEK DATE: APRIL 30, 2008 RESOLUTION NO. (R) 08- 26 A RESOLUTION OF THE MAYOR AND COUNCIL OF THE TOWN OF ORO VALLEY, ARIZONA, GRANTING A DEED OF PRESERVATION EASEMENT TO PIMA COUNTY FOR THE PROPERTY KNOWN AS STEAM PUMP RANCH LOCATED IN ORO VALLEY. WHEREAS, on October 18, 2006 the Mayor and Council approved an intergovernmental en the Town and Pima County for the acquisition, stabilization and agreement between rehabilitation of the Steam Pump Ranch; and WHEREAS, section 4 of the intergovernmental agreement stipulated that the Town would grant the County a preservation easement over the property in order to ensure the perpetual conservation of the Steam Pump Ranch for the benefit of the public; and WHEREAS, Pima County is authorized under Arizona's Uniform Conservation Easement Act, preservation§ 33-271 et. seq., to hold easements to safeguard the historical, architectural, archeological ical or cultural aspects of real property in Arizona; and WHEREAS, it is in the best interest of the Town to grant the preservation easement to the eb assuringthe perpetual protection of the Steam Pump Ranch site. County thereby p � NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND TOWN COUNCIL OF THE TOWN OF ORO VALLEY,ARIZONA AS FOLLOWS: 1. The Deed of Preservation Easement attached hereto as Exhibit "A" is hereby approved and granted to Pima County. 2. The Mayor is authorized to execute and the Town Clerk is authorized to attest to the attached Exhibit"A" for and on behalf of the Town. PASSED AND ADOPTED Mayor bythe Ma or and Town Council of Oro Valley, Arizona this 16th day of April , 2008. TOWN OF ORO VALLEY � 1 Paul H. Loomis, Mayor ATTEST: Katliryn Cuvelier, Town Clerk Date: F:\Planning&Zoning\Projects\Steam Pump Ranch\Planning&Development\resolution eascment.doc Town of Oro Valley Attorney's Office/ARM/032608 APPROVED AS TO FORM: //r-1 Tobin Rosen, Town Attorney Date: 4/144/ F:\Planning&Zoning\Projects\Steam Pump Ranch\Planning&Deo•elopment\resolution casement.doe Town of Oro Vallee Attorney's Office/ARM/032608