HomeMy WebLinkAboutResolution - 2010-R0145 - Agreement With Lubbock County Hospital District In Business Park TIF - 03/25/2010Resolution No. 2010—RO145
March 25, 2010
Item No. 5.21
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 an Agreement between the
City of Lubbock and Lubbock County Hospital District to Participate in the Lubbock
Business Park Tax Increment Financing Reinvestment Zone. Said Amendment 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 March 25, , 2010.
TOM MARTIN, MAYOR
ATTEST:
Rebe ca Garza, City Secretary
APPROV AS ` 'ONTENT:
Rob Allison, Assista ity Manager
For Development Services
APPROVED AS TO FORM:
Linda L. Chamales,
Economic Development Attorney
City Ail Linda: Res-1-I3P TIF Interlocal with Husp Dist
March 9, 2010
Resolution No. 2010—RO145
CITY OF LUBBOCK AND LUBBOCK COUNTY HOSPITAL DISTRICT
AGREEMENT TO PARTICIPATE IN THE LUBBOCK BUSINESS PARK TAX
INCREMENT FINANCE REINVESTMENT ZONE
This AGREEMENT is made and entered into by and between the City of Lubbock, (the
"CITY"), a municipal corporation, and the Lubbock County Hospital District (the "HOSPITAL
DISTRICT"), a political subdivision of the State of Texas, pursuant to the authority granted by
and in compliance with the provisions of the Tax Increment Financing Act, V.T.C.A., Tax Code,
Chapter 311, and in furtherance of the purposes of these parties as provided by law.
WITNESSETH:
WHEREAS, in accordance with the provisions of the Tax Increment Financing Act,
V.T.C.A., Tax Code, Chapter 311, (tile "Act") and after due notice to the HOSPITAL
DISTRICT and other taxing units levying real property taxes in the area, the City Council of the
CITY, pursuant to Ordinance No. 2009-00113 (the "Ordinance"), adopted on December 16.
2009, created, established and designated the Lubbock Business Park Tax Increment Finance
Reinvestment Zone No. 3 ("LBP TIF Reinvestment Zone") under the Act; and
WHEREAS, the Act provides that each taxing unit levying taxes on real property in a
reinvestment zone is not required to pay into the tax increment fund any of its tax increment
produced from property located in the LBP TIF Reinvestment Zone unless such taxing unit
enters into an agreement to do so with the governing body of the municipality that created the
zone; and
WHEREAS, a tax increment agreement under the Act may be entered into any time
before or after the zone is created, and such agreement may include any conditions for payment
of the tax increment into the fund and must specify the portion of the tax increment to be paid
into the Tax Increment Fund and the years for which that tax increment is to be paid into the Tax
Increment Fund;
NOW, THEREFORE, the CITY and the HOSPITAL DISTRICT, in consideration of
the terms, conditions, and covenants contained herein, agree as follows:
City and High Plains HOSPITAL District Interlocal LBP TIF Agreement
Page 1
Section 1. Definitions.
a. "Act" means V.T.C.A., Tax Code, Chapter 311, the Tax Increment Financing Act,
as amended.
b. "Captured Appraised Value" means the total net taxable appraised value of the
property located within the TIF District for the year less the Tax Increment Base
of the TIF Taxing Units.
C. "Project Plan" means the project plan and a reinvestment zone financing plan
prepared in accordance with Section 311.011, Texas Tax Code, as approved by
the CITY, and the LBP TIF Reinvestment Zone Board of Directors.
d. "TIF District" means the Lubbock Business Park Tax Increment Finance
Reinvestment Zone, No. 3, City of Lubbock, Texas, established by the Lubbock
City Council, Ordinance No. 2009-00113, on December 16, 2009.
e. "TIF Taxing Units" means those political subdivisions of the State of Texas
authorized to impose ad valorem taxes on property located within the LBP TIF
Reinvestment Zone.
f. "Tax Increment" means, for any given year, the amount of real property taxes
levied and collected by the HOSPITAL DISTRICT for the year on the Captured
Appraised Value of taxable property located in the TIF District.
g. "Tax Increment Base" means the total appraised value of all real property located
in the LBP TIF Reinvestment Zone that is located in and taxable by the
HOSPITAL DISTRICT as of January 1, 2009, the year in which the LBP TIF
Reinvestment Zone was designated, plus the total appraised value of all real
property taxable by the HOSPITAL DISTRICT and annexed to the LBP TIF
Reinvestment Zone with the consent of the HOSPITAL DISTRICT, determined
as of January I of the year in which the area was annexed to the LBP TIF
Reinvestment Zone.
h. "Tax Increment Fund" means the fund created by Ordinance 2009-00 and
consisting of all the Tax Increment deposits, all revenues from the sale of tax
increment bonds or notes, revenues from the sale of any property acquired as part
of the Project Plan and Reinvestment Zone Financing Plan, and other revenues to
be used in the development or redevelopment of the LBP TIF Reinvestment Zone.
i. "Total Tax Increment" shall mean the cumulative total amount of Tax Increment
to be paid into the Tax Increment Fund by the HOSPITAL DISTRICT during
the tenrt of this Agreement,
City and High Plains HOSPITAL District Interlocal LBP TIF Agreement
Page 2
Section 2. HOSPITAL DISTRICT Obligations. The HOSPITAL DISTRICT
hereby agrees to authorize the Lubbock Central Appraisal District ("LCAD") to pay to the CITY
for deposit into the Tax Increment Fund, an amount equal to one hundred percent (100%) of the
Tax Increment levied against the captured appraised value of the real property taxable by the
HOSPITAL DISTRICT and located in the LBP TIF Reinvestment Zone, not to exceed the
Total Tax Increment, as defined, or until the thirty (30) year Term of this agreemcnt is reached,
except the following:
a. Any fiords which were levied by the HOSPITAL DISTRICT but were not
collected,
b. Any funds equal to tax refunds repaid by the HOSPITAL DISTRICT to
taxpayers owning real property in the LBP TIF Reinvestment Zone,
C. Any fitnds which represent penalty, interest or attorney's fees on any delinquent
tax payments made to the HOSPITAL DISTRICT by taxpayers owning real
property in the LBP TIF Reinvestment Zone,
d. Any taxes uncollected by the HOSPITAL DISTRICT due to agriculture or other
exemptions.
Payment of such amount by LCAD on behalf of the HOSPITAL DISTRICT will be made
within 90 days of date of delinquency for tax payments as prescribed by state law, or within 60
days following receipt of an invoice from the city, whichever is later. Any portion of the tax
increment that is uncollected by LCAD for the HOSPITAL DISTRICT and withheld in
accordance with this section but subsequently collected for the HOSPITAL DISTRICT shall be
paid to CITY within 60 days of receipt.
Section 3. Conditions. This Agreement to deposit Tax Increment to the Tax Increment
Fund for the Reinvestment Zone is based on the following conditions, and the CITY agrees and
acknowledges the HOSPITAL DISTRICT's right to enforce the conditions contained herein by
injunction or any other lawful means in the event one or more of such conditions are not
satisfied:
a. Only project costs for public improvements within the LBP TIF Reinvestment
Zone are to be paid with the Tax Increment, and
b. In the case of the Tax Increment deposited to the credit of the Tax Increment
Fund by the HOSPITAL DISTRICT, such Project Costs shall be limited to pay
Project Costs for Infrastructure Improvements and other Public Improvements as
set forth and identified in the Project Plan and Financing Plan.
Section 4. CITY and LBP TIF Reinvestment Zone Obligations.
Cit} and High Plains HOSPITAL District Interlocal LBP TIF Agreement
Page 3
a. CITY hereby agrees to place the funds paid by the HOSPITAL DISTRICT, as
determined in Section 311.012 of the Act, into the Tax Increment Fund to be
utilized in the "LBP TIT Reinvestment Zone" for expenses authorized in Project
Plan or the Act. The Project also includes eligible government and educational
expenses and facilities. Project costs also include direct costs properly chargeable
under the Act and generally accepted accounting principles for the administration
of the LBP TIF Reinvestment Zone, including pro rata direct cost of any
employee that works exclusively on TIF projects and administration.
b. After all Project Costs have been paid or at the time of the termination of this
Agreement, the CITY shall prepare and provide the HOSPITAL DISTRICT
with a final accounting of the funds deposited to and disbursed from the Tax
Increment Fund.
C. Any funds remaining in the Tax Increment Fund following the final accounting by
the CITY shall be paid to the Taxing Units in proportion to each taxing unit's
share of the total amount of Tax Increment.
Section 5. Termination of LBP TIF Reinvestment Zone. Upon termination of the
LBP TIF Reinvestment Zone, all final expenses of LBP TIF Reinvestment Zone shall first be
paid from remaining funds. Any fiends remaining thereafter shall be distributed to all
participants in a ratio reflecting their annual contribution.
Section 6. Boundary. The boundaries of the LBP TIF Reinvestment Zone are and
shall be those boundaries described in the Ordinance, or an amendment thereto revising the
boundaries duly approved by the LBP TIF Reinvestment Zone Board of Directors and the City
Council of the CITY.
Section 7. Term. The term of this Agreement shall be for thirty years from the date the
Reinvestment Zone A -as created or until such time as the Total Tax Increment has been paid into
the Tax Increment Fund by the HOSPITAL DISTRICT, whichever event shall be the first to
occur. However, in the event the requirements of Section 311.013, Texas Tax Code, have not
been satisfied, this Agreement will terminate three (3) years from the date the reinvestment zone
was created.
Section 8. Amendments to Project Plan. The Project Plan may be amended from
time to time, in accordance with the Act. Amendments shall be approved by the LBP TIF
Reinvestment Zone Board of Directors and the City Council of the CITY. Amendments to the
Plan that substantially change the nature and scope of the Project Plan as adopted December 16,
2009, shall be approved by the HOSPITAL DISTRICT.
City and High Plains HOSPITAL District Interlocal LBP TIF Agreement
Page 4
Section 9. Responsibility for Negligent Acts. The CITY and the HOSPITAL
DISTRICT shall each be responsible for the sole negligent acts of their officers, agents,
employees or separate contractors. In the event of joint and concurrent negligence of both the
CITY and the HOSPITAL DISTRICT, responsibility, if any, shall be apportioned
comparatively in accordance with the laws of the State of Texas, without, however, waiving any
government immunity available to the CITY and the HOSPITAL DISTRICT under Texas law
and without waiving any defenses of the parties under Texas law.
Section 10. Administration. The City Manager or his designees shall administer this
agreement.
Section 11. Notification. Whenever this Agreement requires or permits any consent,
approval, notice, request, proposal, or demand from one party to another, the consent, approval,
notice, request, proposal or demand must be in writing to be effective and shall be delivered to
the party intended to receive it at the addresses shown below:
If intended for the CITY, to:
City Manager
City of Lubbock
P.O. Box 2000
Lubbock, Texas 79457
If intended for the HOSPITAL DISTRICT, to:
President and CEO
UMC Health System
P.O. Box 5980
Lubbock, Texas 79408-5980
or to such other addresses as the parties may request, in writing, from time to time.
Section 12. Agreement Subject to Laws. This Agreement is made subject to the
provisions of the Charter and ordinances of CITY, as amended; Texas constitution, codes, and
statutes; and all other applicable state and federal laws, regulations and requirements, as
amended. Venue shall be in Lubbock County, Texas.
Section 13. Complete Agreement. This Agreement embodies the complete
understanding of the CITY and the HOSPITAL DISTRICT superseding all oral or written
previous and contemporary agreements between the parties relating to matters herein. This
Agreement may be amended, modified, or supplemented only by an instrument in writing
executed by the CITY and the HOSPITAL DISTRICT. Any alteration, additions or deletions
to the terms of this Agreement required by changes in federal, state or local law or regulations
City and High Plains HOSPITAL District Interlocal LBP TIF Agreement
Page 5
will be automatically incorporated into this Agreement without written amendment, and shall
become effective on the date designated by such law or regulation.
EXECUTED this day the 25th day of March , 2010, by the Mayor of the
CITY, duly authorized by Resolution No. 2010-RO145 approved on March 25
2010, and by the HOSPITAL DISTRICT, approved on November 16 ,2$10 2009.
CITY OF LUBBOCK:
TO MARTIN, MAYOR
ATTEST:
Reb a Garza, City Secretary
APPRO V EC AS TO CONTENT:
Rob Alliso+i, ssis �Oi Manager
Business Development
APPROVED AS TO FORM:
Linda Chamales,
Economic Development Attorney
LLC:Ic L:.Cityatt Linda - TIF LBP Hospital Interlocal
January 12, 2010
LUBBOCK COUNTY
PITAL DISTR CT
) tA,
avid Allison, Presi en an CEO
APPROVED AS TO FORM:
Lois Wischkaemper,
Attorney for Lubbock County
Hospital District
City and High Plains HOSPITAL District Interlocal LBP TIF Agreement
Page 6