HomeMy WebLinkAbout2012 - Memo: build. perm. escrow refund Planning & Zoning
Department
Memo
To: Finance Department
From: Christine Mattson, Planning Assistant
CC: Street File ti
Date: 2/3/2012
G/L: 101-22205
Re: Building Permit Escrow Refund
Building Permit #2009-00727 pertaining to 2720 White Oak Circle is complete. The
Applicant, Charles & Emily Kelley, has requested a refund of their$2,500 escrow.
The following is attached:
• Escrow Refund Request
• Email from Bonestroo indicating no unbilled WIP on this project
• Email from Campbell Knutson indicating no unbilled WIP on this project
• Original signed escrow agreement
• Copy of cash register receipt showing escrow amount received
Mail to:
Charles & Emily Kelley
2720 White Oak Circle
Long Lake, MN 55356
w:\street files\white oak circle\2720\escrow refund memo 2009-00727.doc
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DATE TIME
CITY OF ORONO CALLED IN
INSPECTION NOTICE SCHEDULED 5 ,)- ' ` c °o Fl�
PERMIT NO. "' ()°c7 — 6)0 7,)�COMPLETED
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LU 0 FOOTING 0 PLUMBING FINAL ❑ EXCAV/GRADING/FILLING
El POURED WALL CI MECHANICAL RI 0 LAKESHORE/WETLANDS
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❑ FRAMING ❑ MECHANICAL FINAL 1=1 TREE REMOVAL
• 0 INSULATION 0 WOOD BURNER/FIREPLACE ❑ SITE INSPECTION
Q ❑ RADON SLAB 0 WATER HOOK-UP ❑ PROGRESS
• ❑ FINAL ❑ SEWER HOOK-UP ❑ COMPLAINT
v ❑ DEMO-SITE ❑ SEPTIC MAINT. ❑ FOLLOW-UP
_ 1:1DEMO-FINAL 0 SEPTIC INSTALL ❑ HARD COVER REMOVAL
v 0 PLUMBING RI 12SEPTIC FINAL 0 FOUNDATION/REMOVAL
Z OWNER/CONTRACTOR TO MEET YOU:_YES_NO
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Lu0 WORK SATISFACTORY:PROCEED 4ROJECT COMPLETE
W 0 CORRECT WORK&PROCEED 0 ISSUE CERTIFICATE OF OCCUPANCY
C) 0 CORRECT WORK,CALL FOR REINSPECTION TEMPORARY
U BEFORE COVERING PERMANENT
0 CORRECT UNSAFE CONDITION WITHIN HOURS. ❑ PHOTO TAKEN
INSPECTOR WILL RETURN
0 STOP ORDER POSTED.CALL INSPECTOR 0 CITATION ISSUED
0 INSPECTION REQUIRED.CALL TO ARRANGE ACCESS.
Call for the next inspection 24 hours in advance. (952) 249-4600
Owner/Contractor on site:j, , f7/1
Inspector. //r ,- .- ..e.---f _- ""(
White Copylinspector's File Canary Copy/Site Notice
nwCITY OF ORONO PERMIT NO.: 2009-00727
2750 KELLEY PARKWAY
ORONO, MN 55356- DATE ISSUED: 11/19/2009
(952) 249-4600 FAX: (952) 249-4616
ADDRESS : 2720 WHITE OAK CIR PERMIT APPLICANT:
PIN • : 04-117-23-42-0020 BRIAN STEPHENSON CONST. INC.
LEGAL DESC : REG. LAND SURVEY NO. 1447 2025 PAWNEE RD
: LOT 000 BLOCK 000 MEDINA,MN
PERMIT TYPE : ADDITION/REMODEL/REPAIR
PROPERTY TYPE : RESIDENTIAL
CONSTRUCTION TYPE : ADDN/REMODEL/REPAIR
ACTIVITY : 434-RESIDENTIAL
SEPERATE PERMITS REQUIRED: PLUMBING,MECHANICAL,FIREPLACE,ELECTRICAL(STATE)
ADVANCED PLAN REVIEW FEE OF$881.89 PD 10/19/09-PERMIT-2009-00726
ESCROW FEE PAID FOR THIS PERMIT ON PERMIT#2009-00794
BUILDING INSPECTION RECORD
48 HOUR NOTICE REQUIRED FOR ALL INSPECTIONS.
CALL FOR INSPECTIONS WEEKDAYS:
INSPECTION TYPE DATE INSPECTOR INSPECTION TYPE DATE INSPECTOR
FOOTINGI 11...
J ! fr
FRAMING
INSULATION
FINAL
When a Foundation Survey is Required: A foundation survey shall be submitted to the city for review and approval,upon completion of
the foundation work and before proceeding with framing or further construction. The survey,prepared by a Registerd Land Surveyor,shall
certify the lot dimensions;front,side,rear, lakeshore and wetland setbacks;and foundation elevation. In lieu of a survey a letter prepared
by a Registerd Land Surveyor containing the same information as a foundation survey may be submitted.
When an As-Built Survey is Required: An as-built survey,prepared by a Registered Land Surveyor,must be submitted to the city for
review and approval before the issuance of a certificate of occupany. The survey shall certify the final topography of the site,verify drainage
patterns, and for lots in the Shoreland Overlay District provide hardcover calculations.
IN ACCORDANCE WITH CITY ORDINANCE,NEW OR SUBSTANTIALLY REMODELED BUILDINGS SHALL NOT BE OCCUPIED UNTIL ALL
WORK HAS BEEN APPROVED,AND A CERTIFICATE OF OCCUPANCY HAS BEEN ISSUED BY THE BUILDING DEPARTMENT.
THIS CARD MUST BE POSTED AND VISIBLE AT ALL TIMES UNTIL WORK IS COMPLETE.
Christine Mattson
From: Darren Amundsen [Darren.Amundsen@bonestroo.com]
Sent: Thursday, February 02, 2012 3:53 PM
To: Christine Mattson
Subject: RE: Unbilled WIP
None and none!
Darren Amundsen, PE
Associate
Stantec
Tel 651-604-4894
Cell 651-775-5623
darren.amundsenna stantec.com
stantec.com
Bonestroo has joined Stantec,a professional services consulting firm recognized for its leadership in
sustainability, depth and diversity of talent, and technical expertise.
The content of this email is the confidential property of Stantec and should not be copied, modified,
retransmitted, or used for any purpose except with Stantec's written authorization. If you are not the
intended recipient,please delete all copies and notify us immediately.
Please consider the environment before printing this email.
From: Christine Mattson fmailto:CMattson@ci.orono.mn.usl
Sent: Monday, January 30, 2012 9:12 AM
To: Darren Amundsen; 'Sherry Charboneau'
Subject: Unbilled WIP
Hello,
Any unbilled WIP for:
Building permit#2011-00894 1350 Rest Point Circle Claude & Deborah Jordan
Building permit#2009-00727 2720 White Oak Circle Charles M. Kelley
Thanks!
Christine Mattson
Planning Assistant
City of Orono
2750 Kelly Parkway Orono ' MN 55356(physical address)
PO Box 66 ' Crystal Bay ` MN 55323-0066 (mailing address)
lit 952.249.4620 a 952.249.4616
cmattson@ci.orono.mn.us www.ci.orono.mn.us
Office Hours: Monday- Friday 8 am to 4:30 pm
OUR OFFICE WILL BE CLOSED: Monday, February 20,2012 (in observance of Presidents Day)
1
Christine Mattson
From: Sherry Charboneau [SCharboneau@ck-law.com]
Sent: Monday, January 30, 2012 10:26 AM
To: Christine Mattson
Subject: RE: Unbilled WIP
Good morning Christine:
No unbilled WIP on these two for Campbell Knutson.
Have a good week.
Sherry
Sherry L. Charboneau
Legal Assistant
CAMPBELL KNUTSON P.A.
1380 Corporate Center Curve•Suite 317•Eagan,MN 55121
tE (651)234-6230•Fax: (651)452-5550
scharboneauftck-law.com•www.ck-law.com
From: Christine Mattson fmailto:CMattson@ci.orono.mn.us]
Sent: Monday, January 30, 2012 9:12 AM
To: Darren Amundsen (darren.Amundsen@bonestroo.com); Sherry Charboneau
Subject: Unbilled WIP
Hello,
Any unbilled WIP for:
Building permit#2011-00894 1350 Rest Point Circle Claude & Deborah J ordan
Building permit#2009-00727 2720 White Oak Circle Charles M. Kelley
Thanks!
Christine Mattson
Planning Assistant
City of Orono
2750 Kelly Parkway Orono MN 55356 (physical address)
PO Box 66 ! Crystal Bay MN " 55323-0066 (mailing address)
`R 952.249.4620 6 952.249.4616
cmattson@ci.orono.mn.us ; www.ci.orono.mn.us
Office Hours: Monday- Friday 8 am to 4:30 pm
OUR OFFICE WILL BE CLOSED: Monday, February 20,2012(in observance of Presidents Day)
1
BUILDING PERMIT ESCROW AGREEMENT
Orono Building Permit#2009-00727
2009
AGREEMENT made this '� day of November, , by and between the CITY OF ORONO,
a Minnesota municipal corporation ("City") and Charles and Emily Kelley ("Owner").
Recitals
1. Building permit applications have been filed for an addition to the principal structure located at
2720 White Oak Circle the ("Subject Property"), legally described as Tract G, Registered Land Survey No. 1447,
files of the Registrar of Titles, Hennepin County, Minnesota.
2. Owner requests the City to review this application.
3. The City will commence its review of the application and incur costs associated with said review
only if the Owner establishes an escrow to ensure reimbursement to the City of its costs.
NOW THEREFORE,THE PARTIES AGREE AS FOLLOWS:
1. DEPOSIT OF ESCROW FUNDS. Contemporaneously with the execution of this Escrow
Agreement, the Owner shall deposit $2,500 with the City. All accrued interest, if any, shall be paid to the City to
reimburse the City for its cost in administering the escrow account.
2. PURPOSE OF ESCROW. The purpose of the escrow is to guarantee reimbursement to the City
for all out-of-pocket costs the City has incurred (including planning, engineering, in excess of $500, or legal
consultant review) or will incur in reviewing the plan. Eligible expenses shall be consistent with expenses the
Owner would be responsible for under a building permit application. The escrow will also guarantee
reimbursement to the City for all out-of-pocket costs the City has incurred to assure that the work is completed in
accordance with the Stormwater Pollution Prevention Plan and the provisions of Orono City Code Chapter 79.
The financial security may also be used by the City to eliminate any hazardous conditions associated with the
work and to repair any damage to public property or infrastructure that is caused by the work (including planning,
engineering, or legal consultant review) associated with building permit #2009-00727 if compliance with the
approved building permit is not accomplished.
3. MONTHLY BILLING. As the City receives consultant bills for incurred costs, the City will in turn
send a bill to the Owner. Owner shall be responsible for payment to the City within 30 days of the Owner's receipt
of bill.
4. DISBURSEMENT FROM ESCROW ACCOUNT. In the event that the Owner does not make
payment to the City within the timeframe outlined in #3 above, the City may draw from the escrow account without
further approval of the Owner to reimburse the City for Eligible expenses the City has incurred. The City shall
notify the Owner the Owner of such draw and the nature of the expense for which the reimbursement is being
made. If the Escrow amount falls below 75% of the original escrow amount the Owner shall deposit additional
sums as directed by the City, or the City shall discontinue review and post a Stop Work Order.
4. CLOSING ESCROW. The Balance on deposit in the escrow, if any, shall be returned to the
Owner when the review has been completed and written notification is received from the Owner requesting the
funds.
5. CERTIFY UNPAID CHARGES. If the project is abandoned by Owner, o _ e eligible expenses
incurred by the City exceed the amount in escrow, the City shall have the right to ce unpaid balance to the
subject • ••= y pursuant to Minn. Stat. §§415.01 and 366.012.
CITY: CIT •F"ORONO OWN
By: By.
Its: 1. z f~l/a 1
Internal;,Use Oil p Cii to Strget File
._1Y. ,sr._.4--f ..:��Orrg:�nalto;FinancevDepartment, , PY
City of Orono
2750 Kelley Parkway
Orono MN 5 952_249-4E00
5356
Receipt No: 3.001709 Nov 06, 2009
MR. & MRS. KELLEY
Planning and Zoning200DD 2,500.00
/REMDL�PERMI194 TC #2009-00R 727
101-22205
Deferred Rev-Developer Deposit ---
Total: 2,500.00
Check500.00
Check No: 20222 `t
Payor:
MR: & MRS. KELLEY 2.5()0.00
Total Applied: - --------
.iJG
Change tendered: ____
11/05/09 10:52AM
• CITY OF ORONO PERMIT NO.: 2009-00794
2750 KELLEY PARKWAY
ORONO, MN 55356- DATE ISSUED: 11/06/2009
(952) 249-4600 FAX: (952) 249-4616
ADDRESS : 2720 WHITE OAK CIR
PIN : 04-117-23-42-0020
LEGAL DESC : REG.LAND SURVEY NO. 1447
: LOT 000 BLOCK 000
PERMIT TYPE : ESCROW FEE-TIED TO BUILDING PERMIT
PROPERTY TYPE : RESIDENTIAL
CONSTRUCTION TYPE : ESCROW FEE-TIED TO BUILDING PERMIT
NOTE: ESCROW FOR ADDT/REMD PERMIT#2009-00727
APPLICANT
ESCROW FEE-BUILDING 2,500.00
KELLEY, CHARLES TOTAL 2,500.00
2720 WHITE OAK CIR
LONG LAKE,MN 55356
OWNER
KELLEY, CHARLES
2720 WHITE OAK CIR
LONG LAKE,MN 55356
AGREEMENT AND SWORN STATEMENT
The work for which this permit is issued shall be performed according to
the approved plans and specifications,applicable City approvals,and the
State Building Code. This permit is for only the work described and does
not grant permission for additional or related work which requires separate
permits. All provisions of laws and ordinances governing this type of work
shall be compied with whether or not specified herein.This permit will
expire and become null and void if construction authorized is not
commenced within 180 days of the date of issuance,or if construction is
suspended for a period of 180 days at any time after work has commenced.
The applicant is responsible for assuring all required inspections are
requested in conformance with the State Building Code.This permit may be
revoked at any time for due cause.
Applicant Permitee Signature Date Issued By Signature Date
SEPARATE PERMITS REQUIRED FOR WORK OTHER THAN DESCRIBED ABOVE.
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Checklist for Refunding Building Permit Escrows
Building Permit # 2-00— 00721
Street Address: 2-11_0 N hi OCUC Cl i(;-
Applicant Name: CAW PC,L, LOAC2k-r
Escrow request received Date: i i7—( 2--
Permit Type: '6 i 0 - /ctri ) `Fun kudei
Are all inspections completed? No
If not, list what is outstanding:
Was there a Temporary Certificate of Occupancy issued? Yes No Dote- NA-
Was there a Final Certificate of Occupancy issued? Yes No Date` f�-A`
❑ As-built survey required? Yes, approved on NO NA
C' Email CK & Bonestroo to see if there is any unbilled WIP. Date email sent: I -,_ 0-( Z'
st
❑ Prepare memo for Finance Department
z:\forms\zoning standard forms\checklist for refunding building permit escrows.doc
Last Updated: 10-31-2011