HomeMy WebLinkAboutResolution - 2011-R0027 - Notice Of Intent To Enter Tax Abatement Agreement - Cecllco Partnership/Verizon - 01/13/2011Resolution No. 2011-R0027
January 13, 2011
Item No. 5.25
RESOLUTION
WHEREAS, the City Council has determined to give notice of its intent to enter into a
Tax Abatement Agreement with Cellco Partnership d/b/a Verizon Wireless and Affiliates; and
WHEREAS, V.T.C.A. Tax Code Section 312.2041 requires notice of intent of the City
Council to be given to the presiding officer of the governing body of each taxing unit in which
the property to be subject to the Tax Abatement Agreement is located; NOW
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the City Secretary give notice as set forth in Exhibit "A" of the intention of the
City Council to enter into a Tax Abatement Agreement with Cellco Partnership d/b/a Verizon
Wireless and Affiliates, said notice to be given to the presiding officers of each governing body
of each taxing unit having jurisdiction in assessing taxes on the property located at 1415
Lubbock Business Park Blvd. which is further described as Lot 9, Lubbock Business Park, City
of Lubbock, Lubbock County, Texas.
Passed by the City Council on January 13 , 2011.
APP OVEN A - O CONTENT:
Rob >son, Assistant ity Manager
Development Services
APPROVED AS TO FORM:
Linda L. Chamales
Economic Development Attorney
Lc: cityatt/Linda/ res -Notice of Intent Verizon Wireless
December 10, 2010
TOM MARTIN, MAYOR
Resolution No. 2011-R0027
EXHIBIT "A"
NOTICE OF INTENT OF THE CITY COUNCIL
OF THE CITY OF LUBBOCK TO ENTER INTO AN
AGREEMENT TO ABATE TAXES ON REAL PROPERTY
IMPROVEMENTS LOCATED AT 1415 LUBBOCK BUSINESS PARK BLVD.,
WHICH IS FURTHER DESCRIBED AS LOT 9, LUBBOCK BUSINESS PARK,
CITY OF LUBBOCK, LUBBOCK COUNTY, TEXAS.
Notice is hereby given that the City Council of the City of Lubbock intends to
enter into an Agreement with Cellco Partnership d/b/a Verizon Wireless and Affiliates
to abate taxes on improvements to real property located within Enterprise Zone 1.0-4
created by Ordinance No. 2007-00116 and covering all of the subject property.
Notice is further given that the City Council of the City of Lubbock will
consider authorizing the Mayor of the City to execute a contract between Cellco
Partnership d/b/a Verizon Wireless and Affiliates for tax abatement, a draft copy of said
Agreement is attached to this notice as Exhibit "A-1" and made a part hereof for all
purposes.
Notice is further given that the City Council will consider this matter at its
meeting held in the City Council Chamber, City Hall, 1625 13`h Street, City of
Lubbock, on the 13`h day of January, 2011, at approximately 9:30 o'clock a.m.
AGREEMENT
STATE OF TEXAS §
COUNTY OF LUBBOCK §
Resolution No. 2011-R0027
This Agreement is between the City of Lubbock, Texas, a home rule
municipality of the State of Texas (hereinafter called "City"), and Cellco
Partnership d/b/a Verizon Wireless and Affiliates (hereinafter called "Company");
WITNESSETH:
WHEREAS, City received an application for tax abatement, attached as
Exhibit "A," from Company on the 6th day of October 2010, for improvements to
real property located at 1415 Lubbock Business Park Blvd., which is further
described as Lot 9, Lubbock Business Park, City of Lubbock, Lubbock County,
Texas; and
WHEREAS, upon review of the above application it was determined that
the facility and real property is located in Enterprise Zone 1.0-4 designated by the
City for commercial and industrial tax abatement in Ordinance No. 2007-00116
covering the above described property; and
WHEREAS, the Guidelines and Criteria Governing Tax Abatement For
Commercial Projects in Designated Enterprise Zones in the City of Lubbock were
adopted October 20, 2009 by Resolution No. 2009-RO444 of the City Council of
the City of Lubbock. A copy of the Guidelines and Criteria Governing Tax
Abatement for Commercial Projects in Designated Enterprise Zones in the City of
Lubbock is attached as Exhibit "B" and incorporated herein as if fully set forth;
and
WHEREAS, the City complied with all the requirements set forth in
V.T.C.A., Tax Code, Section 312.201; and
WHEREAS, the City complied with all the criteria and guidelines as set
forth in the Guidelines and Criteria Governing Tax Abatement for Commercial
Projects in Designated Enterprise Zones in the City of Lubbock; and
WHEREAS, the property described above is located in Enterprise Zone
1.0-4 and V.A.T.C., Tax Code, Sec. 312.2011 provides that designation as an
enterprise zone constitutes designation as a reinvestment zone without further
action; and
WHEREAS, Company's application is for the construction of a new
facility; and
WHEREAS, V.T.C.A. Tax Code Sec. 312.002 and Section IV of the
Guidelines and Criteria governing Tax Abatement for Commercial Projects in
Designated Enterprise Zones in the City of Lubbock recognize construction of a
new facility as being eligible for tax abatement status; and
WHEREAS, the City Council hereby finds that all of the Guidelines and
Criteria Governing Commercial Tax Abatement, as adopted by Resolution No.
2009-RO444 have been met by Company; and
WHEREAS, the location of the facility and surrounding real property,
which are to be the subject matter of this Agreement, are attached hereto as
Exhibit "C" and made a part of this Agreement for all purposes; and
NOW THEREFORE, for and in consideration of the premises and of the
mutual terms, covenants and conditions herein contained the City and Company
do hereby agree as follows:
SECTION 1. Term. This Agreement shall commence January 1 of the tax
year after the required improvements are substantially completed and shall expire
five (5) years after said date.
SECTION 2. Base Year. The base year applicable to real property, which
is the subject of this Agreement, shall be 2011, and the assessed value of the real
property shall be the assessed value applicable to such property for said year.
SECTION 3. Base Year Taxes. The taxes upon the real property shall be
paid in accordance with the assessed value of such property for the base year.
Base year taxes upon the real property are thus not abated.
SECTION 4. Abatement of Increase in Base Year Tax. In accordance
with V.T.C.A., Tax Code, Section 312.204, real property taxes applicable to the
real property subject to this Agreement shall be abated only to the extent said
value for any given year within the term of this Agreement exceeds the base year
taxes set forth above.
SECTION 5. Property Ineligible for Tax Abatement. The property
described and set forth in Section IV(5) of the Guidelines and Criteria Governing
Tax Abatement for Commercial Projects in Designated Enterprise Zones in the
City of Lubbock is incorporated by reference herein as if fully set out in this
Agreement and fully describes the property ineligible for tax abatement.
TAX ABATEMENT AGREEMENT Verizon Wireless PAGE 2
SECTION 6. Exemption from Tax. The City covenants and agrees to
exempt from taxation, in accordance with Section 4 above, the following
properties:
(a) All proposed new improvements to be placed upon the property at
1415 Lubbock Business Park Blvd., which is further described as
Lot 9, Lubbock Business Park, City of Lubbock, Lubbock County,
Texas.
(b) All eligible tangible personal property, owned by Company, placed
in or upon the property set forth above and in Exhibit "A", which
does not include any equipment and personal property owned by
Company and already located in the existing facility.
(c) It is further understood that all items affixed to the new
improvements placed upon the real property identified above and
in Exhibit "A", including machinery and equipment shall be
considered part of the real property improvement and taxes thereon
shall be abated in accordance with the provisions of subparagraph
(a) above set forth.
SECTION 7. Economic Qualifications. Company agrees to expend funds
necessary to qualify for tax abatement by constructing a new facility, as set forth
in Section IV(9)(a) of the Guidelines and Criteria Governing Tax Abatement for
Commercial Projects in Designated Enterprise Zones in the City of Lubbock
(Exhibit `B") on the property described above and in Exhibit "A". A description
of the kind, number and location of all proposed improvements is attached in
Company's application, Exhibit "A" and incorporated herein as if fully set forth.
SECTION 8. Value of Improvements. In accordance with V.T.C.A., Tax
Code, Section 312.204(a), which requires the Company of the property to make
specific improvements or repairs to the property in order to be eligible for tax
abatement, Company will expend ten million dollars ($10,000,000) for the
construction of a new facility and thirty million dollars ($30,000,000) on tangible
personal property over the first three years, to be located within the enterprise
zone designated by Ordinance No. 2007-00116.
Company agrees that if the initial tax appraisal on this property does not reflect a
value equal to or exceeding ten million dollars ($10,000,000) for the real property
improvements and thirty million dollars ($30,000,000) on tangible personal
property, Company will provide invoices and proof of payment for the investment
in the construction of the facility and the machinery and equipment located in the
facility.
SECTION 9. City Access to Property. Company covenants and agrees
that City shall have access to the property, which is the subject matter of this
TAX ABATEMENT AGREEMENT Verizon Wireless PAGE 3
Agreement, upon reasonable notice and during normal business hours, and that
municipal employees or their agents shall be able to inspect the property to insure
compliance with the terms and conditions of Company's application for tax
abatement, attached as Exhibit "A", and this Agreement.
SECTION 10. Portion of Tax Abated. City agrees, during the term of this
Agreement, to abate taxes on eligible property according to the following
schedule.
Year 1: 100%
Year 2: 80%
Year 3: 60%
Year 4: 40%
Year 5: 20%
SECTION 11. Type of Improvements. Company proposes to construct a
new facility as described in Exhibit "A". Company further states that the
proposed improvements to the property above mentioned will commence on
February 1, 2011, and shall be completed by February 1, 2012. Company may
request an extension of the above date from City in the event circumstances
beyond the control of Company necessitate additional time for completion of such
improvements and such consent shall not unreasonably be withheld. Company
shall provide a copy of the certificate of occupancy or other proof of completion
within ten days of completion of improvements.
SECTION 12. Limitation on Use. Company agrees to limit the use of the
property set forth above and in Exhibit "A" to commercial and/or industrial uses
as those terms are defined in the zoning ordinances of the City of Lubbock and to
limit the uses of the property to uses consistent with the general purpose of
encouraging development of the enterprise zone during the term of this
agreement.
SECTION 13. Recapture. Company agrees to be bound by and comply
with all the terms and provisions for recapture of abated taxes in the event of
default by Company pursuant to law and as set forth in Guidelines and Criteria for
Tax Abatement adopted by Resolution No. 2009-RO444 of the City Council of
the City of Lubbock.
SECTION 14. Certification. Company agrees to certify annually in
writing to the governing body of each taxing unit that Company is in compliance
with the terms of the Agreement.
SECTION 15. Transfer of Property. Company acknowledges that the
purpose of tax abatement is to increase the City of Lubbock tax base, and
Company therefore agrees that if the property described above and in Exhibit
TAX ABATEMENT AGREEMENT Verizon Wireless PAGE 4
"A" is sold or transferred during the term of the tax abatement agreement to any
entity that is not required to pay property taxes for this property, Company agrees
to reimburse the taxing jurisdictions for any tax abatement that was received on
the property during the term of the agreement and to make a payment in lieu of
taxes in an amount equal to the taxes that would have been due to the jurisdictions
for each year remaining in this Agreement.
SECTION 16. Compliance. The City may cancel or modify this
Agreement if Company fails to comply with the Agreement.
SECTION 17. Notices. Notices required to be given by this Agreement
shall be mailed, certified mail return receipt requested, to the following addresses:
CITY OF LUBBOCK
Assistant City Manager
Development Services
P.O. Box 2000
Lubbock, Texas 79457
Phone: 806-775-2110
VERIZON WIRELESS
Joseph Greco, Staff VP -Tax
180 Washington Valley Rd.
Bedminster, NJ 07921
Phone: 908-306-4308
SECTION 18. Effective Date. Notwithstanding anything contained herein to the
contrary, this Agreement shall not be effective until such time as it has been
finally passed and approved by the City Council of the City of Lubbock.
EXECUTED on , 2011.
CELLCO PARTNERSHIP, d/b/a CITY OF LUBBOCK
VERIZON WIRELESS A Municipal Corporation
Joseph Greco, Staff VP -Tax TOM MARTIN, MAYOR
ATTEST:
ATTEST:
Rebecca Garza
City Secretary
TAX ABATEMENT AGREEMENT Verizon Wireless PAGE 5
APPROVED AS TO CONTENT
Rob Allison, Assistant City Manager
Development Services
APPROVED AS TO FORM:
Linda L. Chamales
Economic Development Attorney
APPROVED BY THE BOARD OF DIRECTORS
FOR THE LUBBOCK BUSINESS PARK TAX
INCREMENT FINANCING REINVESTMENT ZONE
CHAIRMAN
Lc: cityatt/Linda/ Tax Abatement Agmt— Verizon Wireless
November 30, 2010
TAX ABATEMENT AGREEMENT Verizon Wireless PAGE 6