HomeMy WebLinkAboutResolution - 2005-R0265 - Tax Abatement Agreement - Thomas Hurley, Hurley Companies - 06_23_2005Resolution No.
June 23, 2005
Item 22
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock BE and is hereby authorized and
directed to execute for and on behalf of the City of Lubbock a Tax Abatement Agreement
with Thomas Hurley, individually and the Hurley Companies dba Hurley Packaging,
Essence Bottling, and E.B. Plastics and all related documents. Said Agreement is
attached hereto and incorporated in this Resolution as if fully set forth herein and shall be
included in the minutes of the Council.
Passed by the City Council this 23rd day of ,/Aune /,4' , 2005.
AL, MAYOR
ATTEST:
�QR=U��
R ecca Garza, City Secretary
APPRO D A T r,QC 4TENT:
Rob Alli
lopment
APPROVED AS TO FORM: f
Linda L. Chamales, Senior Attorney
Office Practice Section
LC; cityatt / Linda / Res -Hurley Tax Abatement
June 13, 2005
USOLUTION No. 2005-RO265 CONTRACT NQ-
AGREEMENT
STATE OF TEXAS §
COUNTY OF LUBBOCK §
6149
This Agreement made this 23rd day of June , 2005, by and
between the City of Lubbock, Texas, a home rule municipality of the State of Texas
(hereinafter called "City"), and Thomas J. Hurley, individually, and The Hurley
Companies dba Hurley Packaging, Essence Bottling and E. B. Plastics (hereinafter called
"Company");
WITNESSETH:
WHEREAS, City did receive from Company on the 22°d day of April an
application for tax abatement for improvements to real property and tangible personal
property at 2902 Municipal Drive, Lubbock, Texas, which is further described as Lot 5
Lubbock Industrial Park Addition to the City of Lubbock, Lubbock County, Texas
(attached as Exhibit "A"); and
WHEREAS, upon review of the above application it was determined that the
facility and real property is located in the Lubbock 2000 North Enterprise Zone
designated by the City in Ordinance No. 2000-00032 covering the above described
property; and
WHEREAS, the Guidelines and Criteria Governing Tax Abatement For Selected
Taxing Units Contained Within Lubbock County was heretofore adopted by Resolution
No. 2003-RO370 of the City Council of the City of Lubbock, and amended by Resolution
No. 2004-R0593. A copy of the amended Guidelines and Criteria Governing Tax
Abatement for Selected Taxing Units Within Lubbock County is attached as Exhibit "B"
and incorporated herein as if fully set forth; and
WHEREAS, the City did comply with all the requirements set forth in V.T.C.A.,
Tax Code, Section 312,201; and
WHEREAS, the City did comply with all the criteria and guidelines as set forth in
the Guidelines and Criteria Governing Tax Abatement for Selected Taxing Units
Contained Within Lubbock County, said guidelines having been adopted by Resolution
No. 2003-RO370 of the City on September 18, 2003, and amended by Resolution No.
2004-RO593 on December 16, 2004; and
AGREEMENT - THE HURLEY COMPANIES PAGE 1
WHEREAS, the City did pass Ordinance No. 2000-00032 creating the Lubbock
2000 North Enterprise Zone for commercial and industrial tax abatement, said zone
including the area which is described in the attached Exhibit "A"; and
WHEREAS, 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, the application received by City from Company is an application for
the modernization of an existing facility; and
WHEREAS, V.A.T.C., Tax Code, Sec. 312.002 specifically states that such a
purpose is to be included in the guidelines for tax abatement and to be eligible for such
treatment; and
WHEREAS, Section IV of the Guidelines and Criteria governing Tax Abatement
for Selected Taxing Units Contained Within Lubbock County adopted by the City
Council by Resolution No. 2003-R0370, and amended by Resolution No. 2004-R0593,
does recognize modernization of an existing facility as being eligible for tax abatement
status; and
WHEREAS, the City Council finds that although the project is not included as a
target industry in the guidelines, it has the potential of generating additional significant
economic development opportunities to Lubbock; and
WHEREAS, the City Council does hereby find that all of the Guidelines and
Criteria Governing Tax Abatement, as adopted by Resolution No. 2003-R0370, and
amended by Resolution No. 2004-R0593, 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 "A" 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 remain in force and effect for a period
of five (5) years from January 1 of the tax year after the required improvements are
substantially completed and shall expire and be of no further force and effect after said
date.
AGREEMENT - THE HURLEY COMPANIES PAGE 2
SECTION 2. Base Year. The base year applicable to real property, which is the
subject of this Agreement, shall be 2005, 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.A.T.C., 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 hereinabove set forth.
SECTION 5. Property Ineligible for Tax Abatement. The property described and
set forth in Section IV(6) of the Guidelines and Criteria Governing Tax Abatement for
selected taxing units contained within Lubbock County and heretofore adopted by the
City Council by Resolution No. 2003-R0370, amended by Resolution No. 2004-RO593 is
incorporated by reference herein as if fully set out in this Agreement and fully describes
the property ineligible for tax abatement.
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 which is
described in Exhibit "A".
(b) All eligible tangible personal property, owned by Company, placed in or
upon the property set forth 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 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 modernizing an existing facility, as set forth in
Section IV(3)(b) of the amended Guidelines and Criteria Governing Tax Abatement for
AGREEMENT -THE HURLEY COMPANIES PAGE 3
selected taxing units contained within Lubbock County (Exhibit "B") on the property
described in Exhibit "A". A description of the kind, number and location of all proposed
improvements is attached in Company's application, Exhibit "C" and incorporated herein
as if fully set forth.
SECTION 8. Value of Improvements. In accordance with V.A.T.C., Tax Code,
Section 312.204(a), which requires the Owner of the property to make specific
improvements or repairs to the property in order to be eligible for tax abatement,
Company will expend one hundred thousand dollars ($100,000) for the modernization of
the existing facility and one million dollars ($1,000,000) on new equipment to be located
within the enterprise zone created by Ordinance No. 2000-00032,
SECTION 9. Job Creation. Company agrees to create and retain twenty (20) new
permanent full-time jobs within the Company plant located at 2902 Municipal Drive,
which is further described in Exhibit "B", within twelve months of the date of this
agreement.
SECTION 10. Electricity Provider. Company agrees to utilize Lubbock Power &
Light (LP&L) for electrical services for the term of the tax abatement. If company
chooses to utilize a different Power Company, this contract shall be terminated.
SECTION 11. City Access to Property. Company covenants and agrees that City
shall have access to the property, which arc the subject matter of this Agreement, upon
reasonable notice and during normal business hours, and that municipal employees 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 "C", and this Agreement.
SECTION 12. 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 13. Commencement Date. This Agreement shall commence January 1
of the tax year after the required improvements are substantially completed and shall
expire five (5) years after such date.
AGREEMENT - THE HURLEY COMPANIES PAGE 4
SECTION 14. Tyne of Improvements. Company proposes to modernize an
existing structure as described in Exhibit "C". Company further states that the proposed
improvements to the property above mentioned shall commence on the 15t day of June,
2005, and shall be completed within approximately four (4) months from said date.
Company may request an extension of the above date from City in the event
circumstances beyond the control of Company necessitates 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 15. Drawings of Improvements. Company shall furnish City with one
set of as built plans and drawings of the improvements to be made pursuant to the terms
of this Agreement.
SECTION lb. Limitation on Use. Company agrees to limit the use of the
property set forth 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 17. 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. 2003-RO370 of the City Council of the City of Lubbock and amended by
Resolution No. 2004-R0593.
SECTION 18. Certification. Company agrees to certify annually in writing to the
governing body of each taxing unit that the owner is in compliance with the terms of the
Agreement.
SECTION 19. Compliance. The City may cancel or modify this Agreement if
Company fails to comply with the Agreement.
SECTION 20. Notices. Notices required to be given by this Agreement shall be
mailed, certified mail return receipt requested, to the following addresses:
AGREEMENT - THE HURLEY COMPANIES PAGE 5
CITY OF LUBBOCK THE HURLEY COMPANIES
City Manager Tom Hurley
P.O. Box 2000 PO Box 3667
Lubbock, Texas 79457 Lubbock, TX 79452
SECTION 21. 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.
EXECUTED this 23rd day of June , 2005.
THOMAS J. HURLEY /Mu
UBBOCK
i al Corpor n
l'
MARL N <DOUAL, MAYOR
THE HURLEY OMPANIES
fffm HURLEY
PRESIDENT
ATTEST:
Re ecca Garza
City Secretary
APP JAMTEL
NT:
Rob Allis
Director o usiness Development
APPROVED AS TO FORM:
d.-Y-
Tax Abatement Agmt-Hurley May 26, 2005
Linda L. Chamales, Senior Attorney
Office Practice Section
AGREEMENT - THE HURLEY COMPANIES PAGE 6
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Exhibit "B"
GUIDELINES AND CRITERIA GOVERNING TAX ABATEMENT
FOR SELECTED TAXING UNITS CONTAINED WITHIN
LUBBOCK COUNTY
SECTION I. General Purpose:
The Affected Jurisdictions located wholly within or partially within the County of Lubbock, Texas,
are committed to the promotion of high quality development in all parts of Lubbock County, Texas;
and to an ongoing improvement in the quality of life for the citizens residing within the Affected
Jurisdictions. The Affected Jurisdictions recognize that these objectives are generally served by
enhancement and expansion of the local economy. The Affected Jurisdictions will, on a case by
case basis, give consideration to providing tax abatement, as authorized by V.T.C.A., Tax Code,
Chapter 312, as stimulation for economic development within the Affected Jurisdictions. It is the
policy of the Affected Jurisdictions that said consideration will be provided in accordance with the
guidelines and criteria herein set forth and in conformity with the Tax Code.
Nothing contained herein shall imply, suggest or be understood to mean THAT the Affected
Jurisdictions are under any obligation to provide tax abatement to any applicant and attention is
called to V.T.C.A., Tax Code, Section 312.002(d). With the above rights reserved all applications
for tax abatement will be considered on a case by case basis.
SECTION II. Definitions:
As used within these guidelines and criteria, the following words or phrases shall have the
following meaning:
1. Abatement of Taxes: To exempt from ad valorem taxation all or part of the value of
certain Improvements placed on land located in a reinvestment zone designated for
economic development purposes as of the date specified in the Tax Abatement
Agreement for a period of time not to exceed ten (10) years.
2. Affected Jurisdiction: The County of Lubbock and City of Lubbock.
3. Abatement Agreement: (1) A contract between a property owner and an Affected
Jurisdiction for the abatement of taxes on qualified property located within the
reinvestment zone; or, (2) a contract for the abatement of taxes between an Affected
Jurisdiction and a certified air carrier who owns or leases Real Property located within
the reinvestment zone or Personal Property or both as authorized by V.T.C.A., Tax
Code, Section 312.204(e)
4. Base Year Value: The assessed value of property eligible for tax abatement as of
January 1 preceding the execution of an Abatement Agreement as herein defined.
5. Distribution Center Facility. A building or structure including Tangible Personal
Property used or to be used primarily to receive, store, service or distribute goods or
materials.
6. Expansion of Existing Facilities or Structures: The addition of buildings,
structures, machinery or equipment to a Facility.
7. Existing Facility or Structure: A facility as of the date of execution of the Tax
Abatement Agreement, located in or on Real Property eligible for tax abatement.
2003 Industrial Guidelines
Amended December 16, 2004
Exhibit "B"
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 2
8. Facility: The improvements made to Real Property eligible for tax abatement and
including the building or structure erected on such Real Property and/or any Tangible
Personal Property to be located in or on such property.
9. Improvements to Real Property or Improvements: Shall mean the construction,
addition to, structural upgrading of, replacement of, or completion of any facility
located upon, or to be located upon, Real Property, as herein defined, or any Tangible
Personal Property placed in or on said Real Property.
10. Manufacturing Facility: A Facility which is or will be used for the primary purpose of
the production of goods or materials or the processing or change of goods or
materials to a finished product.
11. Modernization/Renovation of Existing Facilities: The replacement or upgrading of
existing facilities.
12. New Facility: The construction of a Facility on previously undeveloped real property
eligible for tax abatement.
13. New Permanent Job: A new employment position created by a business that has
provided employment to an employee of at least 1,820 hours annually and intended to
be an employment position that exists during the life of the abatement.
14. Other Basic Industry: A Facility other than a distribution center facility, a research
facility, a regional service facility or a manufacturing facility which produces goods or
services or which creates new or expanded job opportunities and services a market
of which 50% of revenues come from outside of Lubbock County, Texas.
15. Owner: The record title owner of Real Property or the legal owner of Tangible
Personal Property. In the case of land leased from an Affected Jurisdiction or
buildings leased from a private party or tax exempt property, the lessee shall be
deemed the owner of such leased property together with all improvements and
Tangible Personal Property located thereon.
16. Productive Life: The number of years a Facility is expected to be in service.
17. Real Property: Land on which Improvements are to be made or fixtures placed.
18. Regional Services Facility: A Facility, the primary purpose of which is to service or
repair goods or materials and which creates job opportunities within the Affected
Jurisdictions.
19. Reinvestment Zone: Real Property designated as a Reinvestment Zone under the
provisions of V.T.C.A., Tax Code, Section 312.202.
20. Research Facility: A Facility used or to be used primarily for research or
experimentation to improve or develop new goods and/or services or to improve or
develop the production process for such goods and/or services.
21. Tangible Personal Property: Any Personal Property, not otherwise defined herein
and which is necessary for the proper operation of any type of Facility.
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 3
SECTION III. Intent of Criteria and Guidelines:
The Intent of the criteria and guidelines, as herein set forth, is to establish the minimum standards
which an applicant for tax abatement must meet in order to be considered for such status by the
Affected Jurisdictions.
SECTION IV. Criteria and Guidelines for Tax Abatement:
Any type of Facility will be eligible for tax abatement consideration provided such Facility meets
the following guidelines and criteria:
1. To qualify for Tax Abatement, the company must meet both of the following criteria:
a) The modernization or expansion of an existing facility of any type as herein
defined or construction of a new facility of any type as herein defined.
b) Producer, manufacturer or distributor of goods and services of which 50 percent
or more are distributed outside of Lubbock County.
2. In addition to the aforementioned, the taxing jurisdiction will consider abatement only
if the company meets one of the following criteria:
a) One of the following target industries:
i) Electronics/Electrical/Assembly: Manufacturing: Semiconductor
Fabrication,
ii) Value-added Agricultural Production including Food Processing and
Machinery
iii) Med Tech Research/Manufacturing/Assembly
iv) Aviation/Avionics Production/Rehab
v) Warehouse/Distribution
vi) Corporate Headquarters of a Regional/National Service Center
b) The project is not included as a target industry, but has the potential of generating
additional significant economic development opportunities to Lubbock
3. The company must meet one of the following criteria:
a) The project will add at least $1 million in real estate assessed valuation, or $2
million of personal property assessed valuation, or 25 new permanent jobs if the
facility is a new company to Lubbock.
b) The project will add at least $500,000 in real estate assessed valuation, or $1
million in personal property assessed valuation, or 20 new permanent jobs if the
facility is a modernization or expansion of an existing company that has
operated in Lubbock for five or more years.
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 4
4. New or existing facilities,of any type herein defined, located in a reinvestment zone or
upon Real Property eligible for such status will be eligible for consideration for tax
abatement status provided that all other criteria and guidelines are satisfied
5. Improvements to Real Property are eligible for tax abatement status.
6. The following types of Property shall be ineligible for tax abatement status and shall
be fully taxed.
a) Real Property;
b) inventories or supplies;
c) tools;
d) furnishings and other forms of movable personal property;
e) vehicles;
f) aircraft;
g) housing;
h) boats;
i) hotel accommodations;
j) motel accommodations;
k) retail businesses;
1) property owned by the State of Texas or any State agency; and,
m) property owned or leased by a member of the affected Jurisdiction that did
not have an active tax abatement in place before they became a member of
the governing body or commission.
7. In order for a Facility to qualify for abatement, the following conditions must apply:
a) The owner or leaseholder of real property must make eligible improvements
to the real property; and,
b) In the case of lessees, the leaseholder must have a lease commitment of at
least five (5) years.
c) Facilities located within the certificated territory of the City's municipally
owned electric utility, Lubbock Power and Light (LP&L) must utilize LP&L for
electrical services during the term of the abatement, so long as LP&L's rates
are competitive on a state-wide basis.
B. In reinvestment zones, the amount and term of abatement shall be determined on a
case by case basis, however, in no event shall taxes be abated for a term in excess
of ten (10) years. The amount of the taxable value of Improvements to be abated and
the term of the abatement shall be determined by the municipality in all cases where
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 5
the property for which tax abatement is applied for is within the City limits of the City
or by the County of Lubbock in all cases where the property for which tax abatement
is applied for is outside of the City limits of a municipality, but within the County of
Lubbock, except that a reinvestment zone that is a state enterprise zone is
designated for the same period as a state enterprise zone as provided by Chapter
2303, Government Code. The authority of all other taxing units shall be as set forth in
V.T.C.A., Tax Code, Section 312.206,
In enterprise zones, the governing body of each taxing jurisdiction may execute a
written agreement with the owner of the property. The agreement may, but is not
required to, contain terms that are identical to those contained in the agreement with
the municipality, county, or both, whichever applies, and the only terms for the
agreement that may vary are the portion of the property that is to be exempt from
taxation under the agreement and the duration of the agreement.
9. No property shall be eligible for tax abatement unless such property is located in a
reinvestment zone in accordance with V.T.C.A., Tax Code, Section 312.202 and the
tax abatement application is filed with the taxing jurisdiction before construction
begins.
10. Notwithstanding any of the requirements set forth in Section IV Subsection 3, the
governing body of an Affected Jurisdiction upon the affirmative vote of a three -fourths
(314) of its members may vary any of the above requirements when variation is
demonstrated by the applicant for Tax Abatement that variation is in the best interest
of the Affected Jurisdiction to do so and will enhance the economic development of
the Affected Jurisdiction. By way of example only and not by limitation the governing
body of an Affected Jurisdiction may consider the following or similar terms in
determining whether a variance shall be granted:
a) That the increase in productivity of the Facility will be substantial and hence
directly benefit the economy.
b) That the increase of goods or services produced by the Facility will be substantial
and directly benefit the economy.
c) That the employment maintained at the Facility will be increased.
d) That the waiver of the requirement will contribute and provide for the retention of
existing jobs within the Affected Jurisdiction.
e) That the applicant for tax abatement has demonstrated that if tax abatement is
granted to his Facility even though his Facility will not employ additional personnel
THAT nevertheless due to the existence of said Facility new jobs will be created
as a direct result of his Facility in other facilities located within the Affected
Jurisdiction.
f) Any other evidence tending to show a direct economic benefit to the Affected
Jurisdiction.
11. Taxability:
a) The portion of the value of Improvements to be abated shall be abated in
accordance with the terms and provisions of a Tax Abatement Agreement
executed between the Affected Jurisdiction and the owner of the Real Property
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 6
and/or Tangible Personal Property, (which agreement shall be) in accord with the
provisions of V.T.C.A., Tax Code, Section 312.205.
b) All ineligible property, if otherwise taxable as herein described, shall be fully
taxed.
12. The governing body of each Affected Jurisdiction shall have total discretion as to
whether tax abatement is to be granted. Such discretion, as herein retained, shall be
exercised on a case by case basis. The adoption of these guidelines and criteria by
the governing body of an Affected Jurisdiction does not:
a) Limit the discretion of the governing body to decide whether to enter into a
specific tax abatement agreement;
b) Limit the discretion of the governing body to delegate to its employees the
authority to determine whether or not the governing body should consider a
particular application or request for tax abatement; or,
c) Create any property, contract, or other legal right in any person to have the
governing body consider or grant a specific application or request for tax
abatement.
13. The burden to demonstrate that an application for tax abatement should be granted
shall be upon the applicant. Each Affected Jurisdiction to which the application has
been directed shall have full authority to request any additional information from the
applicant that the governing body of such Affected Jurisdiction deems necessary to
assist it in considering such application.
SECTION V. Criteria and Guidelines for Creation of Reinvestment Zone:
1. No Property shall be eligible for tax abatement unless such property is located in a
reinvestment zone designated as such in accordance with V.T.C.A., Tax Code,
Section 312.202. To be designated as a reinvestment zone an area must meet one
of the following:
a) Substantially arrest or impair the sound growth of the municipality or county
creating the zone, retard the provision of housing accommodations, or constitute
an economic or social liability and be a menace to the public health, safety,
morals, or welfare in its present condition and use because of the presence of:
1. a substantial number of substandard, slum, deteriorated, or deteriorating
structures;
2. the predominance of defective or inadequate sidewalks or streets;
3. faulty size, adequacy, accessibility or usefulness of lots;
4. unsanitary or unsafe conditions;
5. the deterioration of site or other improvements;
6. tax or special assessment delinquency exceeding the fair value of the land;
7. defective or unusual conditions of title;
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 7
8_ conditions that endanger life or property by fire or other cause; or,
9. any combination of these factors;
a) Be predominantly open and, because of obsolete platting, deterioration of
structures or site improvements, or other factors, substantially impair or
arrest the sound growth of the municipality;
b) Be in a federally assisted new community located in a home rule
municipality or in an area immediately adjacent to a federally assisted
new community located in a home rule municipality;
c) Be located entirely in an area that meets the requirements for federal
assistance under Section 119 of the Housing and Community
Development Act of 1974 (42 U.S.C. Section 5318);
d) Encompass signs, billboards, or other outdoor advertising structures
designated by the governing body of the municipality for relocation,
reconstruction, or removal for the purpose of enhancing the physical
environment of the municipality, which the legislature declares to be a
public purpose; or,
e) Be reasonably likely as a result of the designation to contribute to the
retention or expansion of primary employment or to attract major
investment in the zone that would be a benefit to the property and that
would contribute to the economic development of the municipality.
2. For purposes of this Section, federally assisted new community is a federally assisted
area:
a) That has received or will receive assistance in the form of loan guarantees under
Title X of the National Housing Act (12 U.S.C., Section 1749aa et seq); and,
b) A portion of which has received grants under Section 107 (a)(1) of the Housing
and Community Development Act of 1974, as amended.
3. The governing body of a municipality, as required by Section 312.201, or a county, as
required by V.T.C.A., Tax Code, Section 312.401, shall hold a public hearing on the
designation of an area within its jurisdiction as a reinvestment zone. The burden shall
be on the owner of the property sought to be included in the zone or applicant for the
creation of the reinvestment zone to establish the following:
a) That the requirements of Subsection 1 of this Section have been met.
b) That the improvements sought are feasible and practical.
4. No later than the seventh day before the date set for the above public hearing notice
of such hearing shall be:
a) Published in a newspaper having general circulation in the Affected Jurisdiction.
b) Delivered in writing to the presiding officer of the governing body of each taxing
unit that includes in its boundaries Real Property that is to be included in the
reinvestment zone.
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 8
5. At the public hearing above described in Subsection 3 above, any interested person is
entitled to speak and present evidence for or against the designation of such
reinvestment zone.
6. At the conclusion of the hearing described in Subparagraph 3 above, the governing
body shall enter its findings as follows:
a) That the applicant or owner has or has not met his burden as hereinabove set
forth, and/or,
b) That the improvements sought are or are not feasible and practical.
c) That the proposed improvements sought will or will not be a benefit to the land to
be included in the reinvestment zone and to the Affected Jurisdiction after the
expiration of an agreement entered into under V.T.C.A., Tax Code, Section
312.204.
7. An application for the creation of a reinvestment zone shall not be granted unless the
Affected Jurisdiction considering such application enters affirmative findings to
Subparagraphs a, b, and c of Subsection 6 above set forth.
8. At the conclusion of the public hearing herein required and upon the affirmative
finding of the governing body as required by Subsection 7 above set forth, the
governing body may designate a reinvestment zone in accordance with the provisions
of V.T.C.A., Tax Code, Sections 312.201 or 312.401, whichever Section shall be
applicable under the premises.
9. The designation of a reinvestment zone expires five years after the date of the
designation and may be renewed for periods not to exceed five years, except that a
reinvestment zone that is a state enterprise zone is designated for the same period as
a state enterprise zone as provided by Chapter 2303, Government Code. The
expiration of the designation does not affect an existing tax abatement agreement
made in accordance with V.T.C.A., Tax Code, Section 312.201 through Section
312,209.
10. Designation of an area as an enterprise zone under the Texas Enterprise Zone Act,
Chapter 2303, Subchapter C, Texas Government Code, constitutes designation of
the area as a reinvestment zone under Subchapter B of the Property Redevelopment
and Tax Abatement Act without further hearing or other procedural requirements
other than those provided by the Texas Enterprise Zone Act, Chapter 2303,
Subchapter C, Texas Government Code.
SECTION VI. Tax Abatement Agreement:
1. After the creation of a reinvestment zone as hereinabove authorized a Tax Abatement
Agreement may be executed between the owner and any Affected Jurisdiction. A
Tax Abatement Agreement shall:
a) Establish and set forth the Base Year assessed value of the property for which
tax abatement is sought.
b) Provide that the taxes paid on the base year assessed value shall not be abated
as a result of the execution of said Tax Abatement Agreement.
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 9
c) Provide that ineligible property as subscribed in Section IV, Subsection 6,
hereinabove shall be fully taxed.
d) Provide for the exemption of Improvements in each year covered by the
agreement only to the extent the value of such Improvements for each such year
exceeds the value for the year in which the agreement is executed.
e) Fully describe and list the kind, number and location of all of the improvements to
be made in or on the Real Property.
f) Set forth the estimated value of all improvements to be made in or on the Real
Property.
g) Clearly provide that tax abatement shall be granted only to the extent:
1. The Improvements to Real Property increase the value of the Real Property
for the year in which the Tax Abatement Agreement is executed; and,
2. That the Tangible Personal Property improvements to Real Property were not
located on the Real Property prior to the execution of the Tax Abatement
Agreement.
h) Provide for the portion of the value of the improvements to Real Property of
improvements to be abated. This determination is to be made consistent with the
provisions of Section IV, Subsection 6, of these guidelines and criteria as
hereinabove set forth.
i) Provide for the commencement date and the termination date. In no event shall
said dates exceed a period of ten years.
j) Describe the type and proposed use of the improvements to Real Property or
improvements including:
1. The type of facility.
2. Whether the improvements are for a new facility, modernization of a facility,
or expansion of a facility.
3. The nature of the construction, proposed time table of completion, a map or
drawings of the improvements above mentioned.
4. The amount of investment and the commitment for the creation of new jobs.
5. A list containing the kind, number and location of all proposed Improvements.
6. Any other information required by the Affected Jurisdiction.
k) Provide a legal description of the Real Property upon which improvements are to
be made.
1) Provide access to and authorize inspection of the Real Property or improvements
by employees of the Affected Jurisdiction, who have executed a Tax Abatement
Agreement with owner to insure improvements are made according to the
specifications and conditions of the Tax Abatement Agreement.
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 10
m) Provide for the limitation of the uses of the Real Property or improvements
consistent with the general purpose of encouraging development or
redevelopment of the zone during the period covered by the Tax Abatement
Agreement.
n) Provide the contractual obligations in the event of default by owner, violation of
the terms or conditions by owner, recapturing property tax revenue in the event
owner defaults or otherwise fails to make improvements as provided in said Tax
Abatement Agreement, and any other provision as may be required or authorized
by State Law.
o) Contain each term agreed to by the owner of the property.
p) Require the owner of the property to certify annually to the governing body of
each taxing unit that the owner is in compliance with each applicable term of the
agreement.
q) Provide that the governing body of the municipality may cancel or modify the
agreement if the property owner fails to comply with the agreement.
2. Not later than the seventh day before a municipality or the County of Lubbock(as
required by V.T.C.A., Tax Code, Section 312.2041 or Section 312.402) enters into an
agreement for tax abatement under V.T.C.A., Tax Code, Section 312.204, the
governing body of a municipality or a designated officer or employee thereof or the
governing body of the county of Lubbock or a designated officer or employee thereof
shall deliver to the presiding officer of the governing body of each of the taxing units in
which the property to be subject to the agreement is located, a written notice that the
municipality or the County of Lubbock as the case may be, intends to enter into the
agreement. The notice must include a copy of the proposed Tax Abatement
Agreement.
3. A notice, as above described in Subparagraph 2, is presumed delivered when placed
in the mail, postage paid and properly addressed to the appropriate presiding officer.
A notice properly addressed and sent by registered or certified mail for which a return
receipt is received by the sender is considered to have been delivered to the
addressee.
4. Failure to deliver the notice does not affect the validity of the agreement.
SECTION VII. Application:
Any present owner of taxable property located within an Affected Jurisdiction may
apply for tax abatement by filing an application with the county of Lubbock, when the
Real Property or Tangible Personal Property for which abatement is sought is located
within the County of Lubbock but outside of the City limits of any City or with the
appropriate City when the Real Property or Tangible Personal Property for which
abatement is sought is located within the City limits of a municipality located wholly or
partially within Lubbock County.
2. The application shall consist of a completed application form accompanied by:
a) A general description of the improvements to be undertaken.
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 11
b) A descriptive list of the improvements for which tax abatement is requested.
c) A list of the kind, number and location of all proposed improvements of the Real
Property Facility or Existing Facility.
d) A map indicating the approximate location of improvements on the Real Property
Facility or Existing Facility together with the location of any or all Existing Facilities
located on the Real Property or Facility.
e) A list of any and all Tangible Personal Property presently existing on the Real
Property or located in an existing facility.
f) A proposed time schedule for undertaking and completing the proposed
improvements.
g) A general description stating whether the proposed improvements are in
connection with:
1. the modernization of a facility (of any type herein defined); or,
2. construction of a new facility (of any type herein defined); or,
3. expansion of a facility (of any type herein defined); or,
4_ any combination of the above.
h) A statement of the additional value to the Real Property or Facility as a result of
the proposed improvements.
i) A statement of the assessed value of the Real Property, Facility or Existing
Facility for the Base Year.
j) Information concerning the number of new jobs that will be created or information
concerning the number of existing jobs to be retained as result of the
improvements undertaken.
k) Any other information which the Affected Jurisdiction, to which the application has
been directed, deems appropriate for evaluating the financial capacity of the
applicant and compatibility of the proposed improvements with these guidelines
and criteria.
1) Information that is provided to an Affected Jurisdiction in connection with an
application or request for tax abatement and which describes the specific
processes or business activity to be conducted or the equipment or other property
to be located on the property for which tax abatement is sought is confidential and
not subject to public disclosure until the Tax Abatement Agreement is executed.
Information in the custody of an Affected Jurisdiction after the agreement is
executed is not confidential. (V.T.C.A., Tax Code, Section 312.003).
m) The Affected Jurisdiction to whom the application for tax abatement has been
directed shall determine if the property described in said application is within a
designated reinvestment zone. If the Affected Jurisdiction determines that the
property described is not within a current reinvestment zone then they shall so
notify the applicant and said application shall then be considered both as an
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 12
application for the creation of a reinvestment zone and a request for tax
abatement to be effective after the zone is created.
SECTION Vlll. Default Options
In the event that the applicant, owner or lessee has entered into a tax abatement
agreement to make improvements as defined in Section IV.2 above, but fails to undertake
or complete such improvements; fails to create all or a portion of the new yobs provided by
the Tax Abatement Agreement; or is in default of any of the terms or conditions contained
in the Tax Abatement Agreement; then in such event the Affected Jurisdiction to whom
the application for tax abatements was directed shall give the applicant or owner sixty (60)
days notice of such failure. The applicant or owner shall demonstrate to the satisfaction
of the Affected Jurisdiction above mentioned that the applicant or owner has commenced
to cure such failure within the sixty (60) days above mentioned. In the event the applicant
owner, or lessee fails to demonstrate that he is taking affirmative action to cure his failure,
the Affected Jurisdiction shall have three options.
(a) The Affected Jurisdiction may renegotiate the Agreement with the applicant;
owner or lessee, in which case the current Guidelines and Criteria Governing Tax
Abatement for Commercial Projects in Designated Enterprise Zones shall apply
to the new Agreement; or
(b) The Affected Jurisdiction may determine that good cause exists to cancel the
Agreement and all abatement of taxes shall terminate immediately; or
(c) The Affected Jurisdiction may terminate the Agreement and recapture taxes
abated under Section VIII, Recapture.
In any of the three options in subparagraph 1 above, the Affected Jurisdiction to which the
application for tax abatement was directed shall determine whether default has occurred
by the applicant, owner or lessee in the terms and conditions of the Tax Abatement
Agreement and shall so notify all other Affected Jurisdictions. Cancellation or termination
of the Tax Abatement Agreement by the Affected Jurisdiction to which the application for
tax abatement was directed shall constitute simultaneous action to all Tax Abatement
Agreements of all other Affected Jurisdictions.
SECTION IX. Recapture
In the event that any type of facility, (as defined in Section II, Subparagraphs 5, 6, 7,
81 10, 11, 12, 14, 18, 20) is completed and begins producing goods or services, but
subsequently discontinues producing goods or services for any reason, excepting fire,
explosion or other casualty or accident or natural disaster or other event beyond the
reasonable control of applicant or owner for a period of 180 days during the term of a
tax abatement agreement, then in such even the Tax Abatement Agreement shall
terminate and all abatement of taxes shall likewise terminate. Taxes abated during
the calendar year in which termination takes place shall be payable to each Affected
Jurisdiction by no later than January 31 st of the following year. Taxes abated in years
prior to the year of termination shall be payable to each Affected Jurisdiction within
sixty (60) days of the date of termination. The burden shall be upon the applicant or
owner to prove to the satisfaction of the Affected Jurisdiction to who the application
for tax abatement was directed that the discontinuance of producing goods or
services was as a result of fire, explosion, or other casualty or accident of natural
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 13
disaster or other event beyond the control of applicant or owner. In the event that
applicant or owner meets this burden and the Affected Jurisdiction is satisfied that the
discontinuance of the production of goods or services was the result of vents beyond
the control of the applicant or owner, then such applicant or owner shall have a period
of one year in which to resume the production of goods and services. In the event
that the applicant or owner fails to resume the production of goods or services within
one year, then the Tax Abatement Agreement shall terminate and the Abatement of
all taxes shall likewise terminate. Taxes abated during the calendar year in which
termination takes place shall be payable to each Affected Jurisdiction by no later than
January 31st of the following year. Taxes abated in years prior to the year of
termination shall be payable to each Affected Jurisdiction within sixty (60) days of the
date of termination. The one year time period, hereinabove mentioned, shall
commence upon written notification from the Affected Jurisdiction to the applicant or
owner.
In the event that the applicant or owner has entered into a tax abatement agreement
to make improvements to a facility of any type described in Section 1 above, but fails
to undertake or complete such improvements or fails to create all or a portion of the
number of new jobs provided by the Tax Abatement Agreement, then in such event
the Affected Jurisdiction to whom the application for tax abatement was directed shall
give the applicant or owner sixty (60) days notice of such failure. The applicant or
owner shall demonstrate to the satisfaction of the Affected Jurisdiction, above
mentioned, that the applicant or owner has commenced to cure such failure within the
sixty (60) days above mentioned. In the event that the applicant or owner fails to
demonstrate that he is taking affirmative action to cure his failure, then in such event
the Tax Abatement Agreement shall terminate and all abatement of taxes shall
likewise terminate. Taxes abated during the calendar year in which termination takes
place shall be payable to each Affected Jurisdiction by no later than January 31st of
the following year. Taxes abated in years prior to the year of termination shall be
payable to each Affected Jurisdiction within sixty (60) days of the date of termination.
3. In the event that the Affected Jurisdiction to whom application for tax abatement was
directed determines that the applicant or owner is in default of any of the terms or
conditions contained in the Tax Abatement Agreement, then in such even the
Affected Jurisdiction, shall give the applicant or owner sixty (60) days written notice to
cure such default. In the event such default is not cured to the satisfaction of the
Affected Jurisdiction within the sixty (60) days notice period, then the Tax Abatement
Agreement shall terminate and all abatement of taxes shall likewise terminate. Taxes
abated during the calendar year in which termination takes place shall be payable to
each Affected Jurisdiction by no later than January 31st of the following year. Taxes
abated in years prior to the year of termination shall be payable to each Affected
Jurisdiction within sixty (60) days of the date of termination.
4. In the event that the applicant or owner allows ad valorem taxes on property ineligible
for tax abatement owed to any Affected Jurisdiction, to become delinquent and fails to
timely and properly follow the legal procedures for their protest or contest, then in
such even the Tax Abatement Agreement shall terminate and all abatement of taxes
shall likewise terminate, Taxes abated during the calendar year in which termination,
under this subparagraph, takes place shall be payable to each Affected Jurisdiction
by no later than January 31st of the following year. Taxes abated in years prior to the
year of termination shall be payable to each Affected Jurisdiction within sixty (60)
days of the date of termination.
5. In the even that the applicant or owner, who has executed a tax abatement
agreement with any Affected Jurisdiction, relocates the business for which tax
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 14
abatement has been granted, to a location outside of the designated reinvestment
zone, then in such event; the Tax Abatement Agreement shall terminate after sixty
(60) days written notice by the Affected Jurisdiction to the Owner/Applicant. Taxes
abated during the calendar year in which termination, under this subparagraph takes
place shall be payable to each Affected Jurisdiction by no later than January 31st of
the following year. Taxes abated in years prior to the year of termination shall be
payable to each Affected Jurisdiction within sixty (60) days of the date of termination.
6. The date of termination as that term is used in this Subsection Vlll shall, in every
instance, be the 60th day after the day the Affected Jurisdiction sends notice of
default, in the mail to the address shown in the Tax Abatement Agreement to the
Applicant or Owner. Should the default be cured by the owner or Applicant within the
sixty (60) day notice period, the Owner/Applicant shall be responsible for so advising
the Affected Jurisdiction and obtaining a release from the notice of default from the
Affected Jurisdiction, failing in which, the abatement remains terminated and the
abated taxes must be paid.
In every case of termination set forth in Subparagraphs 1, 2, 3, 4 and 5 above, the
Affected Jurisdiction to which the application for tax abatement was directed shall
determine whether default has occurred by Owner (Applicant) in the terms and
conditions of the Tax Abatement Agreement and shall so notify all other Affected
Jurisdictions. Termination of the Tax Abatement Agreement by the Affected
Jurisdiction to which the application for tax abatement was directed shall constitute
simultaneous termination of all Tax Abatement Agreements of all other Affected
Jurisdictions.
In the event that a tax abatement agreement is terminated for any reason what so
ever and taxes are not paid within the time period herein specified, then in such
event, the provisions of V.T.C.X, Tax Code, Section 33.01 will apply.
SECTION X. Miscellaneous:
1. Any notice required to be given by these criteria or guidelines shall be given in the
following manner:
a) To the owner or applicants written notice shall be sent to the address appearing
on the Tax Abatement Agreement.
b) To an Affected Jurisdiction: written notice shall be sent to the address appearing
on the Tax Abatement Agreement.
2. The Chief Appraiser of the Lubbock Central Appraisal District shall annually assess
the Real and Personal Property comprising the reinvestment zone. Each year, the
applicant or owner receiving tax abatement shall furnish the chief Appraiser with such
information as may be necessary for the abatement. Once value has been
established, the Chief Appraiser shall notify the Affected Jurisdictions which levy
taxes of the amount of assessment.
3. Upon the completion of improvements made to any type of Facility as set forth in
Section Vlll, Subparagraph 1 of these criteria and guidelines a designated employee
or employees of any Affected Jurisdiction having executed a tax abatement
agreement with applicant or owner shall have access to the Facility to insure
compliance with the Tax Abatement Agreement.
Industrial Tax Abatement Guidelines
Amended December 16, 2004
Page 15
4. A tax abatement agreement may be assigned to a new owner but only after written
consent has been obtained from all Affected Jurisdictions which have executed such
an agreement with the applicant or owner.
5. These guidelines and criteria are effective upon the date of their adoption by an
Affected Jurisdiction and shall remain in force for two years. At the end of the two
year period these guidelines and criteria may be readopted, modified, amended or
rewritten as the conditions may warrant.
6. Each Affected Jurisdiction shall determine whether or not said Affected Jurisdiction
elects to become eligible to participate in tax abatement. In the even the Affected
Jurisdiction elects by resolution to become eligible to participate in tax abatement,
then such Affected Jurisdiction shall adopt these guidelines and criteria by separate
resolution forwarding a copy of both resolutions to all other Affected Jurisdictions.
7. In the event of a conflict between these guidelines and criteria and V.T.C.A., Tax
Code, Chapter 312, then in such event the Tax Code shall prevail and these
guidelines and criteria interpreted accordingly.
8. The guidelines and criteria once adopted by an Affected Jurisdiction may be
amended or repealed by a vote of three -fourths of the members of the governing
body of an Affected Jurisdiction during the two year term in which these guidelines
and criteria are effective.
Exhibit "C" n ev ,
APPLICATION FOR INDUSTRIAL TAX ABATEMENT IN LUBBOCK COUNTY
Ic Nobts.
�esettt�s�l�er.��anv�ll �.e�gra�tsforh�rol��t`��'�ler�m�e�t�r��ca�nt��t. ,
ORIGINAL COPY OF THIS APPLICATION AND ATTACHMENTS SHOULD BE SUBMITTED TO:
City of Lubbock
Business Development Department
P.O. Box 2000
1625 13t' Street
Lubbock, TX 79457
(806) 775-2019
Date of Application: r�/!
Applicant Name: _., � � e Atnj-
LU
Company Name: os d Lr C 1 �dr'�� -
Applicants Representative on this project:
Name: 4o,194 ) e
Address:
Phone: -74S JrY 11y
?�q
Fax:` 1 �s- -71 ?/2
q V-
Type of Ownership: 'D4 corporation [ ] Partnership [ ] Proprietorship
Total Current Number Employees: 12
Corporate Annual Sales Per Year:. ��U J ,d dl D
Annual Report Submitted? [ ] Yes J] No
Exhibit '"C"
Industrial Tax Abatement Application
Page 2
FO-Bectionil - FaACIIUTY1NFOI1MAT:ION,
Place a check mark in the box on those statements which are applicable to your company :
(a) This application is for a: � I New Facility X Expansion t )- Modernization
(b) Is the company a producer, manufacturer or distributor of goods and services of which 50 percent or more are
distributed outside of Lubbock ?(If yes, provide documentation as Attachment 1)
X Yes [ ] No
(c) Check the following target industry which is applicable to your company
Manufacturing Facility: Electronics/Electrical/Assembly, Semiconductor Fabrication
Value-added Agricultural Production including Food Processing and Machinery
[ ] Med Tech Research/Manufacturing/Assembly
[ ] Aviation/Avionics Production/Rehab
[ ] Warehouse/Distribution
[ ] Corporate Headquarters of a Regional/National Service Center
bd The project is not included in the above target industries, but has the potential of generating additional
Significant economic development opportunities in Lubbock. (Provide documentation)
(d) [ The existing facility to be modernized or expanded or the property where the new facility is to be built is
located in a designated Enterprise Zone.
(e) [ ] New Company to Lubbock
P' Existing Company
(f) If New Company checked, which of the following statements apply to the project:
[ ] The project will add at least $1 million in real estate assessed valuation
[ ] The project will add at least $2 million of personal property assessed valuation
[ ] The project will add at least 25 new permanent jobs
(g) If Existing Company checked, which of the following statements apply to the project:
[ ] The project will add at least $500,000 in real estate assessed valuation
The project will add at least $1 million of personal property assessed valuation
] The project will add at least 20 new permanent jobs
(h) Address of proposed facility:
(i) Legal description of proposed facility:
�bzsL� lJ..w.rf�.
Q) The proposed facility
fj is located in:
School District: G-u � ko't G
City: �- ,[ ,ha}LaC __
Industrial Tax Abatement Application
Page 3
(k)
Please attach the following:
Attachment 2
(a) A general description of the improvements to be undertaken (example: modernization of manufacturing facility
located at 4501 Peach Street and purchase of new manufacturing equipment).
(b) A descriptive list of -the improvements for which tax abatement is requested, including:
(1) description of construction and location of all proposed improvements of the Real
Property or Existing Facility, and-,
(2) list of new equipment and cost of the equipment.
(c) A list of any and all Tangible Personal Property presently existing on the Real Property or located in an existing
facility.
(d) A proposed time schedule for undertaking and completing the proposed improvements.
Attachment 3
(a) A site map indicating the approximate location of improvements on the Real Property Facility or Existing Facility
together with the location of any or all Existing Facilities located on the Real Property or Facility.
Attachment 4
(a) A statement of the additional value to the Real Property or Facility as a result of the proposed improvements.
(b) A statement of the assessed value of the Real Property, Facility or Existing Facility for the base year (attach tax
assessment for property from the Lubbock Central Appraisal District).
AbA
Part A — Current Investment in Existing Improvements: ti rI
Part B — Permanent Employment Estimates:
(1) If existing facility, what is the current plant employment:
(2) Estimated number of new jobs to be created and time frame for creation of jobs:
New Jobs � d Time Frame /140N 1
Industrial Tax Abatement Application
Page 4
(3) Opening of improvements: (Month) Q G7- of (Year) 20 d-5-
Part C - Permanent Payroll Estimates:
(1) If existing facility, what is the current plant payrol�" t, �
(2) Estimated amount of new payroll
Part D - Construction and Employment Estimates:
(1) Construction start: Month s Year 2065
(2) Number of construction jobs:
(3) Number of man-years:
Part E - School District Impact Estimates:
At Start �> Peak _ Finish
Give Estimated number of: Families transferred to area
Children added to ISD,s
Part F - City Impact Estimates:
(1) Volume of treated water required from City 14 A gallons per day.
(2) Volume of effluent to be treated by City tJ1A gallons per day.
(3) Please provide a statement on planned water and sewer treatment methods, and disposal of effluent if
the facility is to be located outside City systems.
(4) Has permitting been started? U Yes Nk No
Part G - Estimated Appraised Value on Site:
LAND
Value of Existing Facility
Before New Construction
(From Central Appraisal District)
Value of New Improvements
Estimated Total Value After
Improvements
NA
PERSONAL IMPROVEMENTS
PROPERTY
1, 7,Grr, 910
Cd
(jL,U
i ?v
Industrial Tax Abatement Application
Page 5
Part H — Variance:
(a) Is a variance being sought under Section IV 9(d) of the "Guidelines"? [ ) Yes X No
(b) If "Yes", attach any supplementary information required.
(a) Has applicant made application for abatement of this facility by other taxing jurisdictions or counties?
[ ] Yes [ ( No
(b) If "Yes", please provide:
(1) Dates of Application:
(2) Hearing Dates:
(3) Name of Jurisdiction(s):
(4) Name of Contact(s):
(4) Attach any letters of intent to abate.
t t
To the best of my knowledge, the above information is an accurate description of project details.
Company Officia S' ature
Pl-aleL,e
Printed Name of C pany Official
&-S4�
Title of Company Official
coalrdentlal
PLANT
COMMODITIES
ALES FARMS
2
JE DEWYDRATED
MANUFACTURING
I PIRMORKS
EDs
I CHRW MAS UGHTt
WAREHOUSE EQUIPMENT
3AU6AGt HAUS
�U&NIM FORMS
ts, LTO
)O WINERY
E►di's
(fir -PAP)
CANDLES
tS,OF LUBBOCK
A'N PLAIN$ FAS.
Rmbs, INC.
iN JdSEPH, INC.
ANSAG CITY
OWN SELF VORA015
N4 PRUSSIA
i1RAMP3
A BUCKS
AROL STREAM
DOYLE
3TIONS INDUSTRIES
#tIkWOPKS
SIDLE CO.
.RVICE % INC.
SALE ENVELOPE
ARMA
k & WATER TOO
A FLOW CONTROL
SAL PACKAGING
ELECMPLATTNG
RNIA UMBRELLA
"'BRUSH
ABRICATTON
ENT GENETICS, INC.
PRINTING
iORPORATE
GRAPHICS
e /ar t%
AM-
M-3
ma&
254,390.42
280.205.92
322,3e841
27,365.92
38,143.04
37,92$.91
35, 415.11
81,130.05
14, g74, 27
19,574.45
18,07259
24 �1,51
-
91,8QD.08
as;em:09
11,278-51
14=53
10.80246
1b =71
3,669.92
12,0K36
8i2%49
9,06I'"
10.1":10
-
8,454.86
9j1,1®8.,45
1,410.73
21,701.80
1,48L73
5,3W=
-
4.770.00
-
1,2X9:24
1,517.24
4,9P,04
1.1184.57
-
313060
1i4I:A0
451.51
3,485.21
147,1"
-
1,vow
1;f'40
W.00
$723.80
323.1jd
2,858.16
795.85
01G.70
1,010.00,
1,246.14
095.00
41XM
-
2;46�05
1,298.83
0
-
126.00
1 *so
ou
777A0
7W.00
} 1
919.20
210.00
1,444-95
-
-
-
1,388 i6
-
-
1,177.68
675.74
-
w".
1,000.00
.
907.4.2
.
-
W.14
845.00
-
-
8x3;40
..
W-09
105.00
1a0.00
265.00
-
-
483.12
-
-
41$,07
-
46'71'f?5
.
"411.06
-
324.00
r
111.05
-153;05
-
280.70
2005 ANNUAL I4 -.' SALES
V'V-
AM
ve- &441046K
0
mu- sue. cam,. 2m
Page 1
TOTAL
687,064.75
1W,434.87
84,839.03
�,496,55
55,536.15
38,603,5q
31,373.01
28,816.57
25,601.30
24,590.06
5,300.00
4.770.00
4.730.32
4,50203
4,E181.80
4,014.57
3,250.20
3,1D7.e0
2,956.1 e
ZT%25
2,590.14
2,45sw
2,142.23
2,098.06
2,057.90
$0D0.00
1,022.85
1,87EL36
1,635.22
1,444.84
1,444.35
1,388.76
1.177.08
1,15158
1,100.42
1,029.12
1,DODAO
1,000.00
907.42
957.14
648.00
523.40
601.89
550.00
483,12
482.52
475.57
437.B5
437.25
411.9E
324,00
264.W
2W.70
Confidentiol 2005 ANNUAL SALES Pape 2
am MY an go. AUG. $CPT,
OCT-QM-TOTAL
t7
2W.28
240-57
210-OD
231.34210.00
100-00
.00
M
2W 00
198.80
177.87
17200
las.96
158.98
168.24
IS0.00
136.50
114.55
1$0,00
101.00
114,85
yiCE
96.00
90.00
90.00
93.76
AMING
7S.B4
78.02
76mo
76.64
7k50
-
76.00
74:00
74.50
eydp
74.00
BMW
8180
40M
00-50
46.00
49.00
42.50
4224
4200
41.20
—j
41.20
33.00
31.25
30.90
13-00
ROD
PPLY
b 8664c%
AUWArto'
Rw!
Page 2
Hurley Packaging of Texas, Inc.
P.O. Box 3667
Lubbock, Texas 79452
806.745.5"0 Fax8C6.745.7180
An Equal Opportunity Employer
Attachment 2
A. modernization of building electrical & pluming and addition of manufacturing
equipment
B. 1. upgrade plumbing & electrical to existing building $100,000.00
2. Blow mold equipment $450,000.00
Bottling equipment $200,000.00
Box Printing equipment $500,000.00
C. See schedule
D. 6 months
Hurley Packaging of Texas, Inc. is a division of HulleyCompanies
12131104
Client 3698
2004 Federal Depreciation Schedule
Hurley Packaging of Texas, Iric. 75-2576591
Cur Spacial
179/ Prior Salvage
Date Date
Cost/ Bus, 179 Depr.
Bonus! Dec. Bal. /Basis
Dept.
Prfx
Current
-No- berm-_drAinn
AMmimd Said
Ram Pct _$gnus Atime
S1aDent oepr_ _Raducin
Rasi_r kpr _ Mplhtd jjf�_
Rafe
Dept -
181 Electric{Flem)
10/04/03
3,985
3,985
1,396
S/L HY
10
.1OU
393
183 Ddessa Pvtnp
11/04/00
637
631
438
2D008 HY
7
.08M
57
185 Link + (Jumbo Press)
I1122100
625
625
423
200DB FY
7
.08930
56
19D Press Printing Roller
4/06/01
Z833
Z933
1,5%
20DDB HY
7
,1ZO
354
191 Walers
4108/01
z400
2,4DJ
1,351
2DODB HY
7
.12490
3DO
192 Stretch Wrap Machine
4174/Bl
6923
6,9Z3
3,895
20ODB UY
7
.12490
NS
193 Lubbock Etect(Jumbo Press
5/04/Dl
2,5m
2,500
1,03
200DE HY
7
_1749D
312
194 Press Guags (Texas Tool)
5/1 Vol
SOS
805
453
2llta713 HY
7
.1249D
101
195 Prinlach
5/21/DI
4950
2,950
1,660
200D5 HY
7
.12490
358
197 92TrayFormer
4/19/01
3BW
36,860
4,623
2170D8 HY
7
.12490
4,579
199 Band Saw
7/16/01
4,000
AAD
Z252
2000 HY
7
.124D
5D3
a Band Saw Dust System
7/19/01
4M
483
Z71
203DR HY
1
.12490
60
202 Strapper
7/25/01
Z.750
Z750
1,547
20ODB KY
7
.U490
343
2M Steel Dock
8/07101
6,859
6,859
1,715
S/L HY
10
.1 OWD
6%
204 WntrolBox-Bit Pass
9/Ol/D1
2,SOD
2500
1,406
2000E HY
7
,124W
312
207 GlueMachins
11/01/01
601
601
338
2MDB MY
7
.12490
75
238 Factory Equip (UE)
11/19/01
1,054
1,054
74
20ODB HY
7
_12490
132
709 Baler
11/16/01
2,100
z100
1,131
=5 HY
7
.12491
262
219 Sip Press (Lub Dec)
1/031OZ
Z500
4SW
0
200DB HY
7
0
212 51' Cuttei
2125102
4,700
4,700
O
200DB HY
7
0
2M Wving Equipment
4/10/02
150
15D
0
200D9 HY
7
O
215 Lubbock Elastric
4/29/02
2,000
2,000
0
200DB HY
7
0
225 Enterpack 14achinn
9/13/02
41289
4,289
0
23ODB HY
7
0
227 Recycling hlaahinn
2/05/03
12,543
12,5X
0
ZXD8 MQ
7
0
228 Air Com pressor
2/14/03
6.950
6 950
0
2030B No
7
0
229 Strapper
2/06/03
18,955
18,965
0
20ODB MQ
7
0
233 Pneurnatic Hand Tool
4/15/03
107
1,607
0
20ODB MQ
7
0
1221104
Client 3698
2004 Federal Depreciation Schedule
Hurley Packaging of Texas, Inc.
Prror
Clu �I IN/ Pray Salvage
we DAN
Cost/ Bus. 179 �Pr Banus/ Doc. Bal. /B=
Depr.
NiDt
Ouc+eut
_wa_ nay ai fta
AMtrwM_Sqd_
Rash -kc1— RME, A(lpw�_ �Sp Dqx --Wo:-Bgd"-
Basis
finr
k1lathn.4 J-b_ Rate _
i48 3 AU fond & 1 Air Oompm
8/18/99
455
455
354
2WDB W
7
.0892A
41
149 Gluw
8l2D/93
499
499
387
200D6 HY
7
.D892D
45
151 LDase Fill hlxtoine
8/20/99
tI'm
1L000
kW
200DE HY
7
.083D
991
15Z Vertical Sae
8/20/94
5,OM
5,OD3
3,897
2=8 HY
7
.06M
446
153 Haritoatal Saw
V20/99
5,OD0
5,000
3,887
20MB HY
7
.030
446
154 Freight - A & K Foam Equi
V20199
1,550
1,590
1,204
2WD8 W
7
.0392D
138
155 tabor - A & K Foam Equip
9/31193
4,230
4,23D
3,2M
200DB HY
7
.fIMD
377
IS Labor - Laminating Machin
8/31/93
$546
Z546
6,64
2004B HY
7
.03M
762
157 Install. A & K Equip
9/29/99
3,510
31510
Z727
ZDDDIi HY
7
.09920
313
159 Gluer
9/13/99
839
239
652
263D8 HY
7
.13M
75
160 Herr Infold Machine.
9/15/99
137
137
107
204D6 FtY
7
.[M
12
161 New Clutch for Flmoogluer
9/22M
871
871
676
2MDB HY
7
.0392D
78
163 A & K Instal[alion
10/31/99
685
685
533
MOD3 HY
7
.08M
61
164 Add1'I CDst Infold Machin
IOAS /99
850
950
650
2=6 HY
7
,0 20
76
165 Addt'I Out AwUluer
10/24te
11303
1,303
1,012
2DOOB HY
7
.[18920
116
165 Fact" Egeipmeat(Moo)
11/03/99
2J4
214
166
200DBHY
7
.D8920
19
167 AddtlInstallationABK
11/30/99
651
651
$05
20ODBHY
7
.0M
58
168 Boiler for Peanut Machine
11/24/99
3,248
3,249
Z523
2DMB HY
7
.08 M
29D
169 Fkaa Print Section
12/17/99
Z827
2,827
Z1SS
200DO W
7
.D39Z0
252
170 Addt't lnstcilaian A & It
12/21/9B
Z394
UK
IX
23ODB HY
7
.M92D
214
171 Foam Diecuttei
12/17/99
4,5D0
4,530
3,495
20ODB HY
7
.09M
401
i72 A & K Saw
1 /141M
40
443
3013
200D8 HY
7
.(1'893O
40
174 Equipmenl(Consolidaled)
2/03100
1,880
1,883
1,233-
2(MB HY
7
.08930
162
175 Equipment(ifoe1 Ellis)
2/10/01)
4627
8,677
�933
20ODD AY
7
.08930
770
176 E4uipmerWUnhed Lbat)
2/22/D'J
715
715
491
27DDB HY
7
ARM
64
179 Vicki Fleur Pr'mhr Slott
9/25/01
146,0D1
10E,I13D
15,350
S/L HY
10
.ID3M
1D,600
130 Lubbock Elcd(Jurnbo Press
t0/02/OD
2,OD0
ZOM
701
S/L FIT
10
J MW
20D
12131104
Client 3698
2004 Federal Depreciation Schedule
Nutley Packaging of Texas, Inc.
75-2576591
Prror
wr Special 173/ Print Salvage
Date Date
Cost/ Bus, 179 Deer_ Bonus/ Oec. Bal. /Basis
Dept.
Prior
mrrent
j� FIrsamplian
_ S3f
Ratis Pr f._ _ pis _ dIcoz So nBpr- - mpf. adudlL Basis
Depr Mefhd_ -Lb
to
flepr
99 Air Strapper
6/15/9B
123
123
109
2M.311 MQ
7
.06870
11
100 Mobil Air Fan
6/15198
414
414
364
2D3f13 MQ
7
.02970
37
101 Paller Jack
6/16/1
413
413
363
203DB MQ
1
_OWD
37
102 Mobil Air Fan
6/27J98
414
414
W
20ODB MO
7
0870
37
I M Factory Equip (Lubb Elec)
7117M
3,651
30
3,15
200D3 MO
7
A835D
23
108 Nissaa Forklift
1/22na
6,812
6,812
6043
200,78 MO
7
.M753
5%
113 Lubbock Machin® Twf
7122193
476
471i
407
MM9 MQ
7
.09850
42
115 Stink WIV Machine
11/21/98
9,142
9,142
7,645
2DODB MQ
7
.09730
799
121 Flea Folder Gluer
12/31/98
133,039
1310
69,1B3
S/L MG
1D
.1007Ci
13,304
122 Labor - FIw FaIder GWe
IV31 /98
i Z 570
12,570
6,442
S/L MO
10
.10000
1,257
12.3 Factory Storage Racks
6/15/98
13,=
13,030
11,413
20011E Mid
7
DUO
1,53
t25 Air O mpretsor
1/14/99
I,S03
1,50D
1,414
2UOD5 HY
5
.05760
86
126 Addt'I Ibst Flmn Gim
1/31/99
2,154
2154
969
S/L HV
10
.1OD90
215
127 Addt'I Cost Fled Glaet
2128/99
1,032
1,032
464
S/L HY
1D
.10000
1D3
0 128 Press
2110199
i,1128
1,023
799
200D3 HY
7
08VO
92
129 Press Head
3/17/99
1,376
1,376
1,07D
MB HY
7
.08920
123
130 tbnveyor
3/17/%
70D
700
541
2D0DB HY
T
.ONZ3
62
131 Stretch Wrap Machin,
4/D5/99
5,712
6,712
5,214
2000E HY
7
.OW
S9g
132 Faclory Equip (Lub Mach)
4/05/9a
340
340
283
20QDB HY
7
.09920
30
135 Conveyor
510719E
1,516
1,516
1,177
21705 HY
7
.0M
135
137 Fimm Press Parts
51071%
586
5%
455
2=9 HY
7
.ON20
52
13B Press Attachments
5/U7/99
471
471
365
203DB fr'Y
T
.1020
42
139 Scrap Systern for Baler
5/13M
3,S03
3,sm
2,719
20ODS HY
7
.08920
312.
142 Now Machine (Lubbock Weld
6/30/94
107
11)7
83
2WO HY
7
.08920
10
143 Infold Machine
7/31/93
3,086
3,0f
2,398
2003B HY
7
.08323
275
146 Infold Mischine
8131/99
1,736
1,736
1,349
2ODDB HY
7
.09920
155
147 Shrink Wrap Machine
8112M
5,477
5,477
4,255
2D30B NY
7
.09920
489
1221104
Client 3698
2004 Federal Depreciation Schedule
Hurley Packaging of Texas, Inc.
75.2576591
Prior
Die Special 1791 Prior Salvage
Date
We ont/ Bus. 179 Dept. Bonus/ DM 911. /Balls
Dept.
Prir
Curranl
Ala_
nutfiintinn
hAuired
&Irl_ Ras is ,_per Ftnn%c Alrnm S? Dapr Apr-REdurtn _a7
ice_ Dept. 1dr:lhid _Lija
Ralp.
DW-
52
Slicher head
7/10/96
11745
1,145
1,312
S/L VY
10
_10DOG
175
53
Markiq system
9119/%
97
97
75
S/L HY
10
.1D000
10
54
Glue system
10/211%
Z201
Z-901
1,657
S/L HY
10
.li10f13
221
55
Press orearhaul
I0101196
2,591
Z591
1,943
S/L NY
10
.10000
2%
56
Forklift oue+heu1
11/14/95
1,295
1,295
975
S/L HY
10
.10000
130
57
Shop tables
12131 /96
345
A5
262
S1L HY
10
.1 D900
35
60
Press Update
1/03/97
Z002
Z002
1,375
S/L NQ
1D
.14>a30
200
61
Giver System Update
1120197
983
983
674
S/L A1Q
10
.10000
98
64
Aircornpressu-
5/2DA7
1,575
1,575
1,046
S/L MQ
10
.10000
158
65
Forkli toaverhej,
6/05/97
4,250
4,250
Z816
8/L MO
10
.TDOD9
425
66
Clutch for press
6/17/97
Ir23D
1,213
815
S/L Ma
10
.10M
123
69
Now glut systam
1/09/97
9,162
9,162
5,240
S/L NQ
10
-I=
Ills
70
Propane tarikAvAlift
7/21/97
213
230
23U
MD9 1dQ
5
0
71
Sticher hmd
1/26/97
71
71
45
S/L NA
10
.10000
7
72
Tapt machine
8/31 /97
3,213
3,213
2,046
S/L MQ
10
.I17D00
321
73
Press motor
9/29/97
4,371
4,371
2,78i
S/L MD
10
.IDDW
437
75
Pass Motor
10/07/97
1,210
1,210
1,117
2DOD6 MQ
7
.07640
93
76
Rebuild Forklill U!C &
11/19/97
1,335
1,335
1,235
200DB M0
1
.071i4D
10D
71
1998 Caterpillar Forklift
10/14/97
I9, G
19,536
1$042
20 aMQ
7
.07640
1,494
79
js38 Diaculier
11/11/97
39,76B
39,768
3%730
2D3DB MQ
7
.07640
3,038
87
30x40 Sealer w/Tuanei
1122198
3,0133
3,110D
1,763
S/L MQ
1D
_10BOD
300
S3
Warehovse Shelves
1122198
700
7D3
631
MR MQ
7
.08751
61
94
Press Gov Box
4/17/98
1,772
1,772
1,555
200D8 MQ
7
.09970
157
95
2 Strappem
4/28/9B
1,871
1,871
1,643
200DB MQ
7
.0B870
166
96
Rebuild Vz* ForkliP
5/12/99
2349
Z349
Z061
27403 MQ
7
.08B70
20B
97
Paper Shearff
5112/99
1,590
1,5A1
1,317
Z)OD0 MQ
7
QR70
133
98
Rebuild Banding Machine
5113/93
493
493
434
203DB MQ
7
.08870
44
12[31104
Client 3698
2004 Federal Depreciation Schedule
Hurley Packaging of Texas, Inc.
75-2576591
Prior
Wr Sppeeccial 179/ Prior Salvarr
Date
Datu Oust/ Bur. 179 Depr. Bonus/. Dec. Bat. /Basis
Depr.
Prier
Ourrer►t
AL_
sill _ flasks Prl Mont kllew. Sp _ hair. I)cpr-_bducift Bxoic Dkor- 10bod JjLL
RRIA_
Farm 1120, Schedule k
Machinery and Equipment
13 (bmpress+or&fittings
4101/95
1,435
1,435
1,224
S/L
HY
10
_IOOD3
144
14 Bosliteh stitcher
4101/93
14911
16,911
14,374
S/L
W
ID
-1W
1,691
15 F&E2-ooio: press
4/01/9S
413,347
48,347
41,097
S/L
MY
10
.1OD30
41835
16 Bandseru
4/01/55
3,197
3,187
2,711
S/L
HY
10
.10000
319
17 Pctdevin cemeler/fabler
4/01/95
4,633
4,663
3,978
S/L
HY
10
.ltlg00
468
19 Takeoff tables
4/01/95
2,300
2,3D0
1,955
S1L
HY
10
.1=
230
19 2 Forklifts -
4/01/95
8,617
8,617
7r327
S/t.
HY
10
.100Q1
we
2D Plaet wiring & setup
4/D1195
16,390
16r390
13,932
S/L
HY
10
.1OD30
1,639
21 Plantlelephone
4/01/95
165
165
165
S/L
HY
1
D
22 Baler-63" dow strokr
4/01/95
Z200
ZMD
1,970
S/L
HY
It
.1D000
22D
23 LL%nr press altachmhdts
6/26195
6,470
6,470
5,500
S/L
HY
10
.1M
64T
24 Slitlei /scare; SL-II I
6/3-DIM
23,482
23,02
19,958
S/L
HY
10
.10DDD
Z349
25 3M tape machine
8/08//955
75
75
68
S/L
HY
10
.10006
7
26 Firealinyuisher
11/25/95
278
278
278
S/L
KY
7
0
43 Palletiac%
1125196
75
75
80
S/L
W
1D
.10000
B
44 Forklift werhvI
Y/Z8/96
5,350
5,350
4,013
S/L
HY
10
.1D30D
535
45 Shop tables
2/02196
329
328
247
S/L
HY
10
.1f17D3
33
46 Glue system
3/07/95
1,831
I'm
1,373
S/L
HY
10
.IOODJ
193
47 Tape machine
3111195
7.25
7,525
5,647
S&
HY
10
.10DW
753
48 Time clock
2/21 /96
216
216
165
S/L
HY
ID
.1 ODM
22
49 Press motor
8/2v%
6r922
4922
5,19D
S/L
HY
10
.1OD20
692
50 Trailer
4/18/96
335
335
255
S/L
HY
10
.1030J
34
51 Shop desk
5123/96
P16
216
165
S/L
HY
10
.1BJD5
22
q"RLFVACING
Tex
_j
A. See Map
Hurley Packaging of Texas, Inc.
P.O. Box 3667
Lubbock, Texas 79452
806.745.5"0 Fax806.745.7180
Attachment 3
An Equal Opportunity Employer
Hurley Packaging of Texas, Inc. is a division of qunlgyCompanies
No Text
MapQuest: Maps
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A Send To Printer Back to Map
2902 E Municipal Dr
Lubbock TX
79403-2900 US
Notes:
. .............. . ..................... . . ..............................
U.00A ....... ............ ......................... I
E-UrstAineSt-1.
gTubno
t gt,.
j?
E 6y"na
-40 8
CP
010
E, EmIlalme 81
0 2DO5 MMQuW,wm, Inc.; 0 2005 ODT. Irm,
lm*VTEQI
11 rights reserved, 'Use Subject to Llcense/Copyrlght I Map Legend
This map is informational only. No representation is made or warranty given as to its content. User assumes all risk of use.
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h4://www.nuipquest.com/mps/printadp?map&ta--sDDb%2f Bv9J8YO/62bUxCe7IO4wfW7%2bIc... 4/22/2005
AURLEY
F OUNG
U
Texas
Hurley Packaging of Texas, Inc.
P.O. Box 3667
Lubbock, Texas 79452
806.746.5440 Fax806.745.7180
Attachment 4
An Equal Opportunity Employer
A. A $100,000.00 electrical 8t plumbing upgrade to building
B. See district schedule
Hurley Packaging of Texas, Inc. is a division of
Hurley Companies
rage 1 ui 1
Lubbock Central Appraisal District
Ownership is current as of 08/27/04
- W-AW�A
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OMITTED PROPERTY 2003 SARS
GOODS STORED @ OLD TG&Y WHSE
LUBBOCK INDUSTRIAL PK L 5
Value
$1, 969, 95o4A
http://www_lubbockcad.org/AppraiW/PublicAccess WopertySearchResWts.aspx 4/21/2005
R27555
Page 1 of 2
SANTAS BEST (00176740)
LUBBOCK INDUSTRIAL PK L 5
1,969,950
770 W FRONTAGE RD STE 160
NORTHFIELD,IL 60093-1255
GLB, CLB, SLB, HSP, WHP
0
2902 E MUNICIPAL DR
2004
2003
2002
2001
LUBBOCK, TX
Imp HS
-
-
-
-
Imp NHS
$1,761,960
$1,761,964
$1,572,100
$1,572,100
Land HS
-
-
-
-
Date Volume Page
Seller Name
Land NHS
$207,990
$207,990
$207,990
$207,990
12/26/1996 5355 123
PROVIDENT MUTUAL LIFE INS CO
Ag Mkt
-
-
-
-
01/23/1996 6066 53
T G & Y STORES CO #7400
Ag Use
-
-
-
-
Tim Mkt
-
-
-
Tim Use
-
-
HS Cap
-
Assessed
$1,969,950
$1,969,954
$1,780,090
$1,780,090
Construction
Foundation
Exterior
I Interior
Roof
Flooring
HeaVAC
Baths
Fireplace
Year Built
Rooms
Bedrooms
1975
Type
Description Area
Year Built
Eff Year
Value
C
Commercial
$1,588,620
MA
MA - Main Area 292095
1975
1975
$2,278,341
CP1
CP1 - Paving Concrete 66300
1975
1975
$46,410
API
AP1 - Paving Asphalt 62914
1975
1975
$11,326
OCI
OCI - Other Comml Imp 1
$35,000
SPTB Description Area ilAarkat Ag Value
F1 Commercial 519975E 103,995
F1 Commercial 519975F 103,995
R27555
SANTAS BEST (00176740)
770 W FRONTAGE RD STE 160
NORTHFIELD,IL 60093-1255
2902 E MUNICIPAL DR
LUBBOCK, TX
Date Volume
12/26/1996 5355
01/23/1996 5066
LUBBOCK INDUSTRIAL PK L 5
2604
Imp HS -
Imp NHS $1,761,960
Land HS -
Page Seller Name
Land NHS $207,990
123 PROVIDENT MUTUAL LIFE INS CO
Ag Mkt -
53 T G & Y STORES CO #7400
Ag Use -
Tim Mkt -
Tlm Use -
HS Cap -
Assessed $1,969,950
Construction
Foundation
Exterior
Interior
Roof
Flooring
Heat(AC
Baths
Fireplace
Year Built
Rooms
Bedrooms
1975
Type Description
Area
Year Built
Eff Year
Value
C Commercial
$173,340
MA MA- Main Area
8505
1975
1975
$143,735
MA2 MA2 Main Area Usf
6804
1975
1975
$114,988
SPTB Description Area Market Ag Value
F1 Commercial 519975F 103,995
F1 Commercial 519975F 103,995
21
84
Page 2 of 2
1,969,950
GLB, CLB, SLB, HSP, WHP 10
2003
2002 ,•','.
2001
$1,761,964
$1,572.100
$1.572,100
$207,990
$207,990
$207,990
$1,969,954
$1,780,090
$1,780,090
81
MA
MA2
Page I of I
Lubbock Central Appraisal District
Y
Ownership is current as of 08/27/04 _
Links Improvement Images( R27555)
• Home Owner Information XRef ID Situs Address
SANTAS BEST R533900-00000-00050-000 2902 E MUNICIPAL DR
• General Information 770 W FRONTAGE RD STE 160 LUBBOCK, TX
NORTHFIELD, IL 60093-1255
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http://www.lubbockcad.orglAppraisalIPublicAccessIProperryImages.aspx?PropertyID=821050&PropertyO... 5/4/2005
Issue Date: 5/4/2005
Statement Of Account
This is a statement of taxes paid and due as of 51412005based upon the tax
1715 26th St.
records of the Lubbock Central Appraisal District.
PO Box 10568
Lubbock, TX 79408-3568
This document is not a tax certificate and does not absolve a taxpayer from tax
Ph: 806-762-5000 x503 Fax:
liability in any way. Should this document be found to be in error, it may be
corrected by the collections office. Responsibility to pay taxes remains with the
taxpayer as outlined in the Texas Property Tax Code.
Property ID : R533900-00000-00050-000
Owner ID : 00176740
Quick -Ref ID : R27555 .
Value Information SANTAS BEST
770 W FRONTAGE RD STE 160
Land HS
$0.00 NORTHFIELD, 1L 60093-1255
Land NHS
$207.990.0
Imp HS
$0.00 Ownership: 100%
LUBBOCK INDUSTRIAL PK
Imp NHS
: $1,761,960,0
L 5
Ag Mkt
$0.00
Ag Use
$0.00
HS Cap Adj
$0.00
Assessed
$1,969,950-0
MWAL
Total due on all bills 5/31/2005 : $0.00
C 2003 Tyler Technologies, Inc. Page 1 of 1
Contract M 4 q Change Order #: Requisition #: ITB# I RI=P# I Ri=Q# (If Applicable):
CONTRACT COVER SHEET
See Step -by -Step Contracting Process on CLIC for Instructions
(Type or Print all information with the exception of Signatures and Signature Dates)
Forward the complete contract package to Contract Management, Municipal Building Suite 204, for review, approval and contract
execution. The complete package includes one (1) copy of the completed Contract Cover Sheet (for internal City use only); minimum of
three (3) originals of the contract or amendment; and minimum of three (3) originals of all other certifications and contract addenda.
Attached Contract must be "Approved as to Content" by Director and "Approved as to Form" by Legal. The following signatures are
required to process Contract Cover Sheet. IMPORTANT: Each person who signs the Contract Cover Sheet must carefully review the
attached contract document before si tra t cover sheet.
Asst City ManagerlC f: Date:
Dir of Fiscal Policy Date:
Risk Manager. Ins Cert Reqd: Date:
Originating Dept and Individual Responsible for Ensuring Contract Terms and Contract Compliance
Department: Business Development Name: Rob Allison
Phone Number: 17752110 � I Title: Director of Business Development }
Contractor/ Vendor Information
ContractorNendor. The Murray Companies
Address: PO Box 3667
City: Ltd State: TX I Zip:._... —
Contact Name: Tan Hu try
Contract Signatory: Torn Tits: Pre rlt
Phone #: 806.745.5W Fax ft 8M.745.7180 E-mail:
Contract Information
BrW Description of Goods or Services or arrangements covered by the terms of the contract:
� Tax Abatement Contrail
Effbdive Date: 1101 Upon Execution by Authorized Signatories OR Other (Specify Date):
End Clare: Nodoe To Proceed + �� (Specify # of Days) OR Other (Specify Date):
Financial Information
Cost Center, 14A Account* NA Amount: Not To Exceed:
i Other:
Will Contract No
Generate If so, amount: $
Revenue:
Project Number (if applicable):
Will Contract Be Paid From Grant Funds: No
Notes:
Reviewed by Purchasing/Contract Manager.
ConbactCoverSheet.doc
Contract Form and Signatory
Contract: General Agreement Signatory: Mayor
Contract Checklist (Not applicable to Change Orders or AmenraFi wnts)
1. Is this individual or owner of this business an officer or employee of the City of Lubbock? No
(Note: NYes, City policy may not allow us to write a contract for this individuaVvendor.] If unsure, deck with Legal,
2. Are all documents in order and submitted at least 5 business days prior to the start date for services for standard contracts or at least 20
business days prior to start date for services if using a non-standard contract? Yes
[Note: If No, and not associated with a building repair, complete a "Justification for Untimely Contract Submittal' form.]
3. Does the contract, Licensing Agreement, insurance or other document requiring signature originate from the vendor? No
[Note: If Yes, must be reviewed by Legal. Forward to Purchasing Department]
4. Does the contract involve work by the contractor on City owned property? No
(Note: If Yes, contact Risk Management at (806) 775-2277.)
5. Does the contract involve the purchase of hardware, software, firmware or computer component acquisition? No
[Note: If Yes, A Purchase Requisition from Information Technology is required. Contact IT at (806) 775-2374.)
6. Does the contract involve a purchase valued at $2,500 or more? No
[Note: If Yes, A Purchase Requisition is required. For assistance, contact your Buyer in the Purchasing Department.)
7. Does the contract involve a purchase valued at $25,000 or more? No
[Note: If Yes, Formal Competitive Sealed Bidding is required. For assistance, contact your Buyer in the Purchasing Department)
8. Does the contract involve Consulting Services valued at $25,000 or more? No
[Note: If Yes, requires Request for Qualifications. Contact Purchasing Manager (806) 775-2165.)
9. Does the contract involve construction valued at $25,000 or more? No
[Note: If Yes, Requires Payment Bond.]
10. Does the contract involve construction valued at $100,000 or more? No
[Note: If Yes, contract requires Performance Bond]
11. Does the contract include language for Insurance Requirements? No
(Note: If Yes, contact Risk Management at (806) 775-2277.)
12. If state funded, does the contract require language for Child Support certification? Not Applicable
[Note: If Yes, attach Child Support Certification, form OCA-S-99-25 for state funded acquisition.]
13. If federal or state funded, does the contract include all clauses required by federal or state statutes and executive orders and their
Implementing regulations? Not Applicable
14. If the purchaseltransaction involves the purchase, lease, acceptance as a gift, etc. of real estate, has an environmental site assessment
(ESA) been performed on the property? Not Applicable
[Note: If No, contact Environmental Compliance at x2880 or x2119.]
Contract Award by City Council (enter applicable information)
Coundl Date:Council Agenda Item #: 1- Resolution #:
The complete package includes one (1) copy of the completed Contract Cover Sheet (for internal City use only); minimum of three (3)
originals of the contract or amendment; and minimum of three (3) originals of all other certifications and contract addenda. Forward the
complete contract package to Contract Management, Municipal Building Suite 204$or review, approval and contract execution.
ConnuctCoverSheet.doc