HomeMy WebLinkAboutResolution - 2002-R0200 - Defense Economic Adjustment Assistance Grant Application - 05/23/2002Resolution No. 2002-RO200
May 23, 2002
Item No. 32A
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 Defense Economic Adjustment Assistance
Grant Application and any associated documents from the Texas Department of Economic
Development for funding of design, engineering, and construction of roads and the upgrade of a
water line being the necessary infrastructure required to develop the Lubbock International
Airport Interport Industrial Park and any associated documents, which Application shall be
spread upon the minutes of the council and as spread upon the minutes of this Council shall
constitute and be a part of this Resolution as if fully copied herein in detail.
Passed by the City Council this 23rd day of May 2002.
ATTEST:
Reb cca Garza, City Secretary
APPROVED AS TO CONTENT:
c and igurdine, Assistant City Manager
APPROVED AS TO FORM:
s
G.Nandiver, First Assistant City Attorney
LIA DEAAG.res
Resolution No. 2002-80200
Tyco Fire Protection Division is planning to consolidate their fire sprinkler manufacturing operations into a new manufacturing
facility in Lubbock, Texas. This project involves building access roads and upgrading an 8" water line in the LIA Interport Industrial
Park to accommodate a new facility that will be built for Tyco Fire Protection. Tyco has an existing facility in Lubbock, but plans to
close a plant in another state and move all their fire sprinkler production to Lubbock to increase employment to 675. If we do not
proceed with this project, we could lose the existing 325 jobs that Tyco has in the existing facility. Tyco will build anew 231,000
square foot facility in the LIA Interport Industrial Park at a cost of thirteen million dollars. They will also invest approximately nine
million dollars in new machinery and equipment. Access roads to the site need.to be built and the water line presently in place is not
sufficient for this project and needs to be upgraded.
$946,030 1 3.9%
49.9%
$11,129,460 1 46.2%
Texas Department of Economic Development
5/16/02
Page 1 of 15
Defense Economic Adjustment Assistance Grant
AProject Summary (Continued)
Number of Direct Jobs Created: 350 Total Amount of Direct Wages Generated: $13 million
Number of Indirect Jobs Created: 269
Proiected Dollar amount of direct impact on the local economy: $35,000,000
This project will create 350 new jobs in the region of influence as well as 269 secondary jobs in support industries. The project will
also retain an additional 325 jobs already located at the existing Tyco facility in Lubbock. The total payroll for the new direct jobs is
$6.5 million annually. The total payroll for the existing jobs is approximately $6 million annually.
Financial Return and Public Benefit
Direct Benefit Direct and Indirect Benefit
• Investment in Project
Construction Cost for Building: $13 million Construction Total Impact: $23.7 million
Investment in New Equipment $9. million Investment in New Equipment: $9.0 million
• Job Creation
Total New Jobs Created by Tyco: 350 Direct and Secondary Jobs Created: 619
Total New Payroll: (2003-2004) $13 million Total Direct and Secondarylmpact of Payroll: $20.2 million
Total Estimated Direct Impact of Project: $35.0 million Total Estimated Direct and Indirect Impact
Of Project: $52.9 million
• Incentives for the Project:
Site, Platting, Fence Moving, Building Construction: $10,183,430
Road Construction: $1,157,059
Water Line upgrade: $735,000
$12,075,489
of Project: Cost to Community $12,075,489/$52,900,000 Benefit
Sources: Construction (1.8211) and Manufacturing (1.7673 - Jobs, 1.5568 — Payroll) Multipliers — US Dept of Commerce, Bureau of
Economic Analysis, RIMS II Regional Multipliers
Expected Annual Salaries
The average salary for Tyco will be approximately $18,462 (Total annual payroll divided by number of new jobs) Tyco will replace
approximately 14.3% of the direct jobs lost to the community and 16.9% of direct and indirect jobs lost to the community through the
closure of Reese.
Federal and Other Assistance Leveraged
Market Lubbock, Inc., the local economic development corporation, is providing other incentives to the project in the amount of:
$10,183,430 for the land for the facility, platting costs, building construction and fence moving. The City of Lubbock and Market
Lubbock, Inc. will be providing matching funds, in the amount of $946,030 for the construction of the roads and upgrade of the water
line.
Total Leverage: Non-DEAAG Contribution — $24.4/ $1 DEAAG Contribution
Texas Department of Economic Development
5/16/02
Page 2 of 15
Application for Defense_ Economic Adjustment Assistance Grant
Eligibility Certification
W
Loss of 2,500 or more defense worker jobs in an area of a municipality or county that is located in an urbanized area of a
Metropolitan Statistical Area
Loss of 1,000 or more defense worker jobs in any area of the municipality or county outside an urbanized area of a
Metropolitan Statistical Area
Loss of defense worker jobs representing one percent or more of the jobs in the municipality or county
Reese Center was on the Base Realignment and Closure Commission 1995 closure list announced in February 1995. The President
signed the acceptance of the list in July 1995, and Congress approved the bill in September 1995. Reese Center was officially closed
on September 30, 1997. Reese was the only Texas base in the BRAC '95 that was immediately closed. One percent of total civilian
jobs must be lost, in order to qualify to apply for these grant funds. According to the Department of the Air Force Socioeconomic
Impact Analysis Study, April 1997 (page 3-7, last paragraph), there were 2,454 defense worker jobs lost representing 2.04% of the
total number of jobs in Lubbock County (120,000) as of August, 1997. This is more than twice the percent required for eligibility to
apply for grant funds (Source Documents provided to the Department with previous grant applications).
Source: Department of the Air Force, Socioeconomic Impact Analysis Study, April 1997, Chapter 3 and
' Texas Workforce Commission, Civilian Labor Force Estimates, Lubbock County.
Provided to the Department with previous grant applications.
Texas Department of Economic Development
5/16/02
Page 3 of 15
1994
112,865
112,865
4.2
1995
115,534.
115,534
4.0
1996
116,348
116,348
3.9
1997
117,376
117,376
3.9
1998
118,568
118,568
3.4
1999
119,914
119,914
2.9
2000
120,598
120,598
2.6
2001
123,547
123,547
2.6
March 2002
125,208
125,208
3.0
Source: Texas Workforce Commission, Civilian Labor Force Estimates
Backup material included in Tab 2
4.2
4.0
3.9
3.9
3.4
2.9
2.6
2.6
3.0
Reese Air Force Base employed 2,454 in both military and civilian jobs and also stimulated the creation of approximately 1,199
secondary jobs in the Region of Influence (ROI). Closure of the base caused a decline of 3,653 direct and secondary site -related jobs.
If the base had not closed, the projected employment in the ROI would have been 168,897 at closure. With the closure, the baseline
projection for total employment for closure date is 165,244. (Socioeconomic Impact Analysis Study (SIAS), April 1997, page 3-2,
Table 3.2-5)
Under the No -Action Alternative, or closure baseline, Reese AFB would not be reused and the activity at the site would produce only
a minimal amount of economic stimulus to the ROI. Under this alternative, employment in the ROI is projected to increase from
165,244 at closure to 190,056 by 2017, which represents an annual average growth rate of 0.7 percent. The employment at the base
would be 83, (50 direct jobs and 33 secondary jobs). (SIRS, page 4-3, paragraph 1)
The project proposed in this application supports the redevelopment of the ROI, even though it is not located at the former Reese Air
Force Base. This project alone will create 350 new full time equivalent positions at the Tyco Plant, and 269 secondary jobs by 2004
for a total of 619 new jobs that will assist in replacing the 3,653 direct and indirect jobs lost with the closure of Reese Air Force Base.
Texas Department of Economic Development
5/16/02
Page 4 of 15
Defense Economic Adjustment Assistance Grant
Impact Statement (Continued)
1998
$22,851
1999
$23,235
2000
$24,613
Lubbock County is the Lubbock MSA
BEARFACTS included as Tab 3
Resource Cateeory
Earnings
Local Expenditures
Population
1
Housing
Public Service
General Gov't, Police & Fire
Education
Health Care
Public Finance (1994$)
Lubbock County
City of Lubbock
Frenship ISD
Lubbock ISD
Utilities
Source: SIRS, April 1997, page 3-2, Table 3.1-1
$22,851
$23,235
$24,613
Source: Bureau of Economic Analysis
1994 through Closure in the ROI
Decline of $93,906,763 direct and secondary site -related earnings
Decline of $50.5 million in local expenditures fro Construction, Services
Education, Health, and other miscellaneous expenditures
Decline of 4,613 residents including on -base and off -base residents and
Additional off. -base residents (including military retirees)
Decline in demand for 1,419 off -base units
Decline of 2,902 off -base population served county -wide
Decline in ROI public school enrolhnent of 754 students
Reese AFB clinic closed
Shortfalls of $254,046 per year
Shortfalls of $357,772 per year
Shortfalls of $387,737 per year
Shortfalls of $187,021 per year
Utility demand would decrease from preclosure levels
Under the No -Action Alternative, or closure baseline, Reese AFB would not be reused and the activity at the site would produce only
a minimal amount of economic stimulus to the ROI. Under this alternative, total earnings in the ROI is projected to be $1,925,851
annually from closure until 2017 for both direct and indirect jobs.
The project referenced in this application supports the redevelopment of the community. The project will create $13 million in direct
payroll from 2002 to 2004. The total impact of the payroll from 2002-2004 is $20.2 million. The total projected annual impact of the
payroll for 2003 is approximately $10.1 million. This will assist in recouping some of the $93.9 million in lost payroll with the
closure of Reese.
kource: SIAS, April 1997, page 4-4, Table 4.2-1.
Texas Department of Economic Development
5/16/02
Page 5 of 15
Defense Economic Adjustment Assistance Grant
Impact Statement (Continued)
Since the closure of Reese Air Force Base, in September 1995, the ROI has also felt other significant impacts. The Health Services
Sector lost a significant number of jobs due to the way that health care services are delivered since the advent of managed care. Two
things occurred in the Lubbock area: (1) Two of Lubbock's major hospitals merged and jobs were lost as duplicate services were cut.,
(2) South Park Hospital closed with a total job loss of 234.
The ROI has also felt major impacts from the ups and downs of the mining sector due to the fluctuation in oil prices. Areas of the
ROI are heavily dependent on oil for employment. Other impacts that have been felt by the ROI are that in the past several years, we
have had very bad agriculture years. This area is heavily dependent on agriculture and with the low agriculture product prices and
weather-related issues, the ROI has been negatively impacted.
Another issue is the slow population growth in the ROI or in some cases declines in population. New industry, with the promise of
jobs, could assist the area in recruiting new population.
* Socioeconomic Impact Analysis Study provided to the Department with previous applications.
w
Texas Department of Economic Development
5/16/02
Page 6 of 15
Texas Department of Economic Development
5/16/02
Page 7 of 15
Defense Economic Adjustment Assistance Grant
Project Description (Continued)
New roads need to be built to give access to the property where the new Tyco facility will be built and the water line serving the
property needs to be upgraded to meet the needs of the facility.
Description of Road Improvements:
Build approximately 2,550 linear feet of Westport Access Road, Phase II. Project will extend the access road from where it stops
at the air freight complex to the proposed Tyco manufacturing facility at Keuka Street. EOPC based on 60 -foot right-of-way with
a 43 foot pavement cross section. This also includes approximately 2,200 linear feet of internal roadway which is rail -served to
accommodate the clients desire for rail service.
Description of Water Line Upgrade:
The purpose of the project is to provide sufficient water flow and pressure to the Lubbock International Interport Industrial area
for fire protection. Currently, the distribution system is inadequate to meet the fire protection needs of the new Tyco plant
planned for the area. The proposed ground storage tank and booster station will serve the Lubbock International Airport Interport
Industrial area. Major components of the project include the following:
500,000 gallon ground storage tank
Two pumps
Electrical switch gear and controls
Standby generator
Pump building
Pump controls
f Disinfection systems
Site improvements (paving, fencing, lighting,etc.)
Texas Department of Economic Development
5/16/02
Page 8 of 15
Defense Economic Adjustment Assistance Grant
Project Description (Continued)
171
Texas Department of Economic Development
5/16/02
Page 9 of 15
Application for Defense Economic Adjustment Assistance Grant
Project Expenses
Texas Department of Economic Development
5/16/02
Page 10 of 15
Application for Defense Economic Adjustment Assistance Grant
Project Funding Sources
Funding Typd
Specific So�ce Name
Amdunt of FundEng By Fiscal �C�r
FY;Ob2F
2f103
F 20E4:
Total.
Federal Fund�rtg
Assistance
State Assrstance
Texas 13efenSOI conomic
Texas Qepartment of
$946,030
$946,030
Adjustment Assistance
ErAnom't0 C3evelopment
Grant:
Community Economic
Market Lubbock, Inc.
$10,183,430
$10,183,430
Development Corporation
Community Economic
Market.Lubbock, Inc.
$810,000
$810,000
Development Corporation
Water Fund
City of Lubbock
$68,015
$68,015
$136,030
Private
Tyco Fire Protection
$12,000,000
$12,000,000
1$24,007,4751
$68,015
$24,075,490
Texas Department of Economic Development
5/16/02
Page 11 of 15
Defense Economic Adjustment Assistance Grant
Project Funding Sources (Continued)
Lubbock International Airport submitted a grant application to EDA for funding for the roads in the Lubbock
International Airport Interport Industrial Park. EDA declined to fund the project.
We have secured funding for the rest of the project from local public and private sources.
N/A
Texas Department of Economic Development
5/16/02
Page 12 of 15
Application for Defense Economic Adjustment Assistance Grant
General Community Efforts to Improve the Local Economy
The City of Lubbock does not have the '/2 cent economic development sales tax to provide funding for economic development;
however, in October 1996, the City of Lubbock formed a 501 (c)4 Economic Development Corporation called Market Lubbock, Inc.
(MLI). The funding for this corporation comes from property tax revenues. Market Lubbock, Inc. receives approximately $1.9
million funding annually from the City of Lubbock. The corporation consists of a 7 -member board and a staff of 9 persons. The City
of Lubbock has also provided other funding to Market Lubbock, Inc. for special projects such as the LISD/South Plains College
Byron Martin Advanced Technology Center and an image campaign for Lubbock. MLI offers job creation incentives and relocation
incentives to attract new business and assists in expansion of existing business.
Also in the past, the City of Lubbock has accessed EDA grant funding as well as the Defense Economic Adjustment Assistance Grants
for help in supporting economic development in the area. These efforts to use state, local, and federal resources have been "to
compensate for the loss of civilian jobs from the closing of Reese Air Force Base."
MLI has limited funding for economic development compared to other cities with the economic development sales tax; however,
since its inception in 1995, MLI has assisted in the creation of 5,144 jobs and capital investment in the amount of $213.7 million
through attraction and retention/expansion efforts.
The City and County of Lubbock have been proactive in their efforts to support economic development efforts in the City and County
of Lubbock. As discussed in the paragraphs above, the City of Lubbock created Market Lubbock, Inc. to attract new business and
assist existing businesses with retention/expansion projects. Since the creation of Market Lubbock in 1995, they have assisted in the
location of 11 new companies in Lubbock and the expansions of 37 existing companies. These projects created 5;144 jobs and had a
capital investment of $213.7 million. Market Lubbock has provided almost $16 million in incentives to these projects.
The City and County of Lubbock also have been willing to use tax abatement and other incentives to assist in economic development.
The city created three enterprise zones, one of which is located at Lubbock International Airport Interport Industrial Park, in which
several incentives are offered including tax abatement, local sales tax rebates and building permit fee rebates. With limited available
funding for economic development, the city has been very liberal with tax abatement to encourage new development.
Another effort by the City and County of Lubbock to promote development of the area was to exercise their option to exempt
"freeport goods" from inventory taxation in December 1998. This allowed another incentive for companies to move to the area.
Texas Department of Economic Development
5/16/02
Page 13 of 15
Application for Defense Economic Adjustment Assistance Grant
0 Project Milestones and Performance Measures
1. The completion of the 231,000 square foot buildingfor Tyco at Lubbock International Airport Interport Industrial Park
and initiation of manufacturing operations.
2. Maintain 325 existing jobs at Tyco Fire Products new facility.
3. The creation of 350 new jobs at Tyco Fire Products new facility.
Texas Department of Economic Development
5/16/02
Page 14 of 15
Significant milestones that musf;be completed -and thegropos�d. dates for completion
Design/Engineering - Roads
7/1/02
Bids - Roads
8/1/02
Complete Design — Water Line
8/2/02
Open Bids — Water Line
8/20/02
Award Bids — Water Line
9/12/02
Begin Construction — Water Line
10/1/02
Begin Construction - Roads
11/1/02
Substantial Completion of Tyco Facility
12/20/02,
Complete Construction - Roads
3/1/03
Complete Construction — Water Line
4/1/03
Begin System Operation - Water Line
4/15/03
1. The completion of the 231,000 square foot buildingfor Tyco at Lubbock International Airport Interport Industrial Park
and initiation of manufacturing operations.
2. Maintain 325 existing jobs at Tyco Fire Products new facility.
3. The creation of 350 new jobs at Tyco Fire Products new facility.
Texas Department of Economic Development
5/16/02
Page 14 of 15
Application for Defense Economic Adjustment Assistance Grant
Certification
To the best information and belief, the information contained in this Defense Economic
Adjustment Assistance Grant Application is true and correct and the authorized representative,
the applicant author or contact person and the project administrator or contact person have read
Chapter 486 of the Texas Government Code and 10 TAC 174.1-174.11 and are familiar with
the provis}ons contained therein as evidenced by the signatu es ' orated herein.
McDougal
armor, it- of Lubbock
(Title)
May 23, 2002
(Date)
ATTEST:
4Reecica Garza, City Sec�reary
OFFICIAL SEAL
Kevin G. Walker
Business Liaison Officer. City of Lubbock
(Title)
(Date)
Mark Earle
(Title)
(Date)
Texas Department of Economic Development
5/16/02
Page 15 of 15
Resolution No. 2002—RO200
TEXAS DEPARTMENT OF ECONOMIC DEVELOPMENT
CONTRACT FOR
DEFENSE ECONOMIC ADJUSTMENT ASSISTANCE GRANT
# ODA -480-77-02-06
STATE OF TEXAS
COUNTY OF TRAVIS §
SECTION 1. PARTIES TO CONTRACT
This contract (hereinafter referred to as "Contract") is made and entered into by and between the
Texas Department of Economic Development, an agency of the State of Texas, hereinafter
referred to as "Department", and the City of Lubbock (hereinafter referred to as "Contractor").
The parties hereto have severally and collectively agreed and by the execution hereof are bound
to the mutual obligations and to the performance and accomplishment of the tasks described
herein.
SECTION 2. CONTRACT PURPOSE
Contractor shall conduct, in a satisfactory manner as determined by Department, an economic
development project to build access roads and upgrade an 8" waterline (hereinafter referred to as
the "Project") to accommodate a new facility that will be built for Tyco Fire Protection at
Lubbock International Airport Interport Industrial Park, in the city of Lubbock, Texas (hereinafter
referred to as the "Facility"). The Department will support the Project through a Defense
Economic Adjustment Assistance Grant (DEAAG), as created by the 75th Texas Legislature to
provide state funding for the purpose of acquiring federal grant assistance or sharing the cost of
redevelopment of communities that have been adversely affected by defense downsizing. Senate
Bill 227 of the 75th Texas Legislature, which adds Chapter 486 to the Texas Government Code,
authorizes the grant program. Section 174 of the Texas Administrative Code contains the rules
under which the program is implemented.
SECTION 3. PROJECT REQUIREMENTS
A. Both Contractor and Department understand and agree that this Contract is to be executed
pursuant to a letter of authorization, signed by Marc McDougal, Mayor of the City of Lubbock,
dated May 16, 2002, and approval of the Lubbock City Council given on August M, 2002.
B. The total number of new, direct, permanent, full-time jobs to be created as a result of the
Project shall be no less than three hundred fifty (350).
C. The total cost of the Project is $1,397,059.00, which is to be funded as follows:
Funding Type
Specific Source Name
Amount of Funding
Texas Defense Economic
Texas Department of
$75,000.00
Adjustment Assistance
Economic
Grant
evelo ment
Assistance Requested from
$0
Federal Agencies
Local Community Funding
City of Lubbock
$512,059.00
Market Lubbock, Inc.
$810,000.00
Total Project Cost
1
1$1,397,059.00
D. If Contractor's proposal for funding from any of the other sources named in Section 3(C) is
rejected, the commitment of funds under this Contract will be withdrawn and the funding amount
reallocated to other applicants. Contractor shall have thirty (30) days to renegotiate financial
arrangements prior to withdrawal of the commitment of funds under this Contract.
SECTION 4. CONTRACT PERIOD
This Contract shall commence upon execution of this Contract and shall terminate on or before
June 30, 2004, upon completion of the Project, as defined by Section 17 of this Contract.
SECTION 5. CONTRACTOR PERFORMANCE
A. Contractor shall conduct and complete the Project in a satisfactory manner as determined by
Department.
B. Contractor shall comply with all applicable laws and regulations, and shall perform all
activities in accordance with the terms of the Special Conditions specified in Section 17 of this
Contract, and with all other terms, provisions, and requirements set forth herein.
C. No more than ten percent (10%) of Contract funds disbursed pursuant to this Contract may
be applied towards administrative costs. The acceptability of costs incurred for performances
rendered hereunder shall be determined in accordance with Federal Office of Management and
Budget Circular No. A-87 - Cost Principles for State, Local, and Indian Tribal Governments, and
in accordance with this Contract. Both Contractor and Department understand and agree that by
referring to said Circular, there is no intent to expand on the eligible use of grant funds other than
as permitted under Chapter 486 of the Texas Government Code.
SECTION 6. DEPARTMENT OBLIGATIONS
A. In consideration of full and satisfactory performance of activities required by Section 3 of
this Contract, Department will disburse DEAAG funds to Contractor in the amounts and at the
times specified by the Special Conditions detailed in Section 17 of this Contract, and subject to
the limitations set forth in this Section 6. Notwithstanding any other provision of this Contract,
the total of all payments and other obligations incurred by Department under this Contract will
not exceed the sum of Seventy -Five Thousand and No/ 100 Dollars ($75,000.00).
Department will not be liable to Contractor for any costs incurred by Contractor
or for any performances rendered by Contractor which are not strictly in
accordance with the terms of this Contract.
Department will not be liable for costs incurred or performances rendered by
Contractor before commencement of this Contract or after termination of this
Contract, except as may be specifically set forth in Section 16(C).
B. Contractor shall refund to Department any sum of money paid to Contractor by Department,
which Department determines is an overpayment to Contractor, or in the event Department
determines funds spent by Contractor were not an allowable cost of this Project. Allowable costs
will be determined in accordance with Federal Office of Management and Budget Circular No.
A-87, Cost Principles for State, Local, and Indian Tribal Governments, and in accordance with
this Contract. No refund payment(s) may be made from local, state, or federal grant funds unless
statute or regulation specifically permits repayment with grant funds. Such refund shall be made
by Contractor to Department within ninety (90) calendar days after such refund is requested in
writing by Department, or within thirty (30) calendar days of a notice from Department indicating
the request is the result of a final determination that the refund is owed.
SECTION 7. RETENTION AND ACCESSIBILITY OF RECORDS
A. Contractor shall maintain fiscal records and supporting documentation for all expenditures
of funds made under this Contract in a manner that conforms to this Contract. Such records shall
include data on the racial, ethnic, and gender characteristics of persons who are applicants for,
participants in, or beneficiaries of the funds provided under this Contract. Contractor shall retain
such records, and any supporting documentation, for the greater of four (4) years from the end of
the contract period, or the period required by other applicable laws and regulations.
B. Contractor shall give the Department, its designee, or any of their duly authorized
representatives, access to and the right to examine all books, accounts, records, audit reports,
reports, files, documents, written or photographic material, videotape and other papers, things, or
property belonging to or in use by Contractor pertaining to this Contract, including records
concerning the past use of DEAAG funds. Such rights to access shall continue as long as the
records are retained by Contractor. Failure to provide reasonable access to authorized Department
representatives shall give the Department the right to suspend or terminate the Contract as
provided for in Section 15 and 16, or any portion thereof, for reason of default. All records and
other information shall be retained by Contractor for a period of four (4) years after all
performance requirements are achieved for audit purposes until such audits or other
administrative, civil or criminal matters, including but not limited to investigations, lawsuits,
administrative inquires and open record requests, are completed. Contractor agrees to maintain
such records in an accessible location and to provide citizens reasonable access to such records
consistent with the Texas Public Information Act.
C. Contractor shall include the substance of this Section 7 in all subgrant agreements.
SECTION 8. MONITORING
A. Department reserves the right to perform periodic on-site monitoring of Contractor's
compliance with the terms and conditions of this Contract and of the adequacy and
timeliness of Contractor's performance. After each monitoring visit, Department will
provide Contractor with a written report of the monitor's findings. If the monitoring report
notes deficiencies in Contractor's performances under the terms of this Contract, the
monitoring report shall include requirements for the timely correction of such deficiencies
by Contractor. Failure by Contractor to take action specified in the monitoring report may
be cause for suspension or termination of this Contract, in accordance with Sections 15 and
16 herein.
B. During the course of the Project, Contractor shall provide on a semi-annual basis, a certified
engineering or architectural assessment of the Project.
C. During the course of the Project, Contractor shall provide on a semi-annual basis,
information evidencing the number of jobs generated during the construction phase of the
Project.
SECTION 9. INDEPENDENT CONTRACTOR
It is expressly understood and agreed by the parties hereto that Department is contracting with
Contractor as an Independent Contractor, and that Contractor, its employees and subcontractors
are not employees of the Department.
SECTION 10. CONFLICT OF INTEREST
A. Contractor shall ensure that no employee, officer, or agent of Contractor shall participate in
the selection, award or administration of a subcontract supported by funds provided hereunder if a
conflict of interest, real or apparent, would be involved. Such conflict of interest would arise
when: (1) the employee, officer, or agent; (2) any member of his or her immediate family; (3) his
or her partner; or, (4) any organization which employs, or is about to employ any of the above,
has a financial or other interest in the firm or person selected to perform the subcontract.
Contractor shall comply with Chapter 171, Texas Local Government Code.
B. Except for eligible administrative or personnel costs, no employee, agent, consultant, officer,
or elected or appointed official, of either Contractor or of a subcontractor, who exercises or has
exercised any functions or responsibilities or is in a position to participate in decision-making or
gain inside information in regard to the activities involved in the Project, shall be permitted to
have or obtain a financial interest in or benefit from the Project or any contract, subcontract or
agreement with respect thereto, or the proceeds thereunder, either for themselves or those with
whom they have family or business ties. This prohibition shall remain in effect for the duration of
the prohibited relationship plus one calendar year thereafter.
C. Contractor shall include the substance of this Section 10 in all subgrant agreements.
SECTION 11. NONDISCRIMINATION AND SECTARIAN ACTIVITY
A. Contractor shall ensure that no person shall, on the ground of race, color, national origin,
religion, sex, age, or handicap, be excluded from participation in, be denied the benefits of, be
subjected to discrimination under or be denied access to any program or activity funded in whole
or in part with funds made available under this Contract.
B. None of the performances rendered by Contractor under this Contract shall involve, and no
portion of the funds received by Contractor under this Contract, shall be used in support of any
sectarian or religious activity, nor shall any facilities used in the performance of this Contract be
used for sectarian instruction or as a place of religious worship.
C. Contractor shall include the substance of this Section 11 in all subgrant agreements.
4
SECTION 12. LEGAL AUTHORITY
A. Contractor assures and guarantees that Contractor possesses the legal authority to enter into
this Contract, receive funds authorized by this Contract, and to perform the services Contractor
has obligated itself to perform hereunder.
B. The person or persons signing and executing this Contract on behalf of Contractor, or
representing themselves as signing and executing this Contract on behalf of Contractor, do hereby
guarantee that he, she or they have been duly authorized by Contractor to execute this Contract on
behalf of Contractor and to validly and legally bind Contractor to all terms, performances, and
provisions herein set forth.
C. Department will have the right to suspend or terminate this Contract in accordance with
Section 15 and 16 herein, if there is a dispute as to the legal authority of either Contractor or the
person signing this Contract to enter into this Contract, any amendments hereto or failure to
render performances hereunder. Contractor is liable to Department for any money it has received
from Department for performance of the provisions of this Contract, if Department has suspended
or terminated this Contract for reasons enumerated in this Section 12.
SECTION 13. LITIGATION AND CLAIMS
A. Contractor shall give Department immediate notice in writing of any action, including any
proceeding before an administrative agency, filed against Contractor arising out the performance
of any subcontract hereunder. Except as otherwise directed by Department, Contractor shall
furnish immediately to Department copies of all pertinent papers received by Contractor with
respect to such action or claim. Contractor shall notify the Department immediately of any legal
action filed against the Contractor or any subcontractor, or of any proceeding filed under the
federal bankruptcy code. Contractor shall submit a copy of such notice to Department within 30
calendar days after receipt. No funds provided under this Contract may be used in the payment of
any costs incurred from violations or settlements of or failure to comply with federal and state
regulations.
B. Department and Contractor acknowledge that they are political subdivisions of the State of
Texas and are subject to, and comply with the applicable provisions of the Texas Tort Claims
Act, as set out in the Civil Practice and Remedies Code, Section 101.001 et. seq., and the
remedies authorized therein regarding claims and causes of action that may be asserted by third
parties for accident, injury or death.
C. This Contract shall be interpreted according to the Constitution and the laws of the State of
Texas. Venue of any court action brought directly or indirectly by reason of this Contract shall be
in Travis County, Texas.
SECTION 14. CHANGES AND AMENDMENTS
A. Except as specifically provided in Section 14(C) of this Contract, any alterations, additions,
or deletions to the terms of this Contract shall be by amendment hereto in writing and executed
by both parties to this Contract upon Department approval and authorization of Contractor's
governing body.
B. It is understood and agreed by the parties hereto that performances under this Contract shall
be rendered in accordance with the laws and rules governing Defense Economic Adjustment
Assistance Grants, and the terms and conditions of this Contract. Department may, during the
contract period, issue policy directives which serve to establish, interpret, or clarify performance
requirements under this Contract. Such policy directives will be promulgated by Department,
shall have the effect of qualifying the terms of this Contract and shall be binding upon Contractor,
as if written herein, provided however that said policy directives and any amendments shall not
alter the terms of this Contract so as to release Department from any obligation specified in
Section 6 of this Contract to reimburse costs incurred by Contractor prior to the effective date of
said amendments or policy directives.
C. Any alterations, additions, or deletions to the terms of this Contract required by changes in
state law or regulations are automatically incorporated into this Contract without written
amendment hereto, and shall become effective on the date designated by such law or regulation.
SECTION 15. SUSPENSION
A. Notwithstanding the provisions of Chapter 2251 of the Texas Government Code, in the event
Contractor fails to comply with the terms of this Contract, Department shall provide Contractor
with written notification as to the nature of the non-compliance. Department shall grant
Contractor a sixty (60) day period from the date of the Department's written notification to cure
any issue of non-compliance under this Contract. Should Contractor fail to cure any default
within this period of time, the Department may, upon written Notice of Suspension to Contractor,
suspend this Contract in whole or in part and withhold further payments to Contractor, and
prohibit Contractor from incurring additional obligations of funds under this Contract. Such
Notice of Suspension shall include: (1) the reasons for such suspension; (2) the effective date of
such suspension; and, (3) in the case of partial suspension, the portion of the Contract to be
suspended.
B. In the case of default for causes beyond Contractor's reasonable control, which cannot with
due diligence be cured within such sixty (60) day period, the Department may, in its sole
discretion, extend the cure period provided that Contractor shall (1) immediately upon receipt of
Notice of Suspension advise Department of Contractor's intention to institute all steps necessary
to cure such default and the associated time frame; and (2) institute and thereafter prosecute to
completion with reasonable dispatch all steps necessary to cure same.
C. A suspension under this Section 15 may be lifted only at the sole discretion of the Department
upon a showing of compliance with or written waiver by Department of the term(s) in question.
D. With the exception of payment for work in progress or materials ordered prior to receiving a
Notice of Suspension, Department will not be liable to Contractor or to Contractor's creditors for
costs incurred during any term of suspension of this Contract.
SECTION 16. TERMINATION
A. Department shall have the right to terminate this Contract for non-compliance, in whole or in
part, at any time before the date of completion specified in Section 4 of this Contract whenever
Department determines that Contractor has failed to comply with any term of this Contract.
Department will provide Contractor with written notification as to the nature of the non-
compliance, and grant Contractor a sixty (60) day period from the date of the Department's
written notification to cure any issue of non-compliance under this Contract. Should Contractor
fail to cure any default within this period of time, the Department may, upon issuance to
Contractor of a written Notice of Termination, terminate this Contract in whole or in part and
withhold further payments to Contractor, and prohibit Contractor from incurring additional
obligations of funds under this Contract. Such notification shall include: (1) the reasons for such
termination; (2) the effective date of such termination; and, (3) in the case of partial termination,
the portion of the Contract to be terminated.
M
B. In the case of default for causes beyond Contractor's reasonable control, which cannot with
due diligence be cured within such sixty (60) day period, the Department may, in its sole
discretion, extend the cure period provided that Contractor shall (1) immediately upon receipt of
Notice of Termination advise Department of Contractor's intention to institute all steps necessary
to cure such default and the associated timeframe; and (2) institute and thereafter prosecute to
completion with reasonable dispatch all steps necessary to cure same.
C. Except as provided in Section 16(A), awards may be terminated in whole or in part only as
follows:
By the Department (with the consent of the Contractor) in which case the two
parties shall agree upon the termination conditions, including the effective date
and in the case of partial termination, the portion to be terminated; or
2. By the Contractor upon written notification to the Department, setting forth the
reasons of such termination, the effective date, and in the case of partial
termination, the portion to be terminated. However, if, in the case of partial
termination, the Department determines in its sole discretion that the remaining
portion of the award will not accomplish the purpose for which the award was
made, the Department may terminate the award in its entirety under Section
16(A).
D. Upon receipt of Notice of Termination for non-compliance under Section 16(A), Contractor
shall, to the extent possible under its other contractual obligations, cancel, withdraw, or otherwise
terminate any outstanding orders or subcontracts related to the performance of this Contract or the
part of this Contract to be terminated and shall cease to incur costs thereunder. Any other work or
materials under or part of this Contract shall be terminated and Department will not be liable to
Contractor or to Contractor's creditors for any costs incurred subsequent to receipt of a Notice to
Terminate.
E. Notwithstanding any exercise by Department of its right of suspension under Section 15 of
this Contract, or of early termination pursuant to this Section 16, Contractor shall not be relieved
of any liability to Department for damages due to Department by virtue of any breach of this
Contract by Contractor. Department may withhold payments to Contractor until such time as the
exact amount of damages due to Department from Contractor is agreed upon or is otherwise
determined.
SECTION 17. SPECIAL CONDITIONS
A. Department will release the initial disbursement of contract funds, which shall equal Thirty -
Seven Thousand Five Hundred Dollars ($37,500.00), or fifty percent (50%) of the total amount of
funds provided by Department under this Contract (hereinafter "Contract Funds"), upon
submission by Contractor of the following within (nine) 9 months of the execution of this
Contract:
Specific plans and specifications for the construction of the Project, as set out in
Section 2, are on file with the Contractor;
2. A copy of the administration contract (if applicable);
A letter identifying individuals authorized to request and receive funds from the
Department on the Contractor's behalf,
4. Proof of local funding supporting the Project in the amount of $1,322,059.00;
Documentation indicating that the plans and specifications for the construction
and renovation of the Project, to the extent required by law or regulation, have
been reviewed and when applicable, approved by the Texas Natural Resource
Conservation Commission (TNRCC) prior to construction. Where TNRCC
approval is required, necessary applications and materials shall be sent by
Contractor to the Texas Natural Resource Conservation Commission, P. O. Box
12100, Park 35 Circle, Austin, Texas 78783, and shall be identified as activities
being financed through the Department; and
6. Documentation indicating that the plans and specifications for the construction
and renovation of the Project have been reviewed and approved by the Texas
Department of Licensing and Regulation (hereafter referred to as "TDLR") with
regard to the elimination of architectural barriers encountered by persons with
disabilities as specified in TEX. REV. CIV. STAT. ANN. art. 9102. and the rules
promulgated thereunder. In the event TDLR has not issued approval within thirty
(30) days of its receipt of the plans and specifications, the operation of this
condition may be temporarily suspended pending such approval by submitting
proof of mailing and a legible photocopy of both sides of a canceled check. The
plans and specifications shall be sent to the Texas Department of Licensing and
Regulation, Architectural Barriers Division, P.O. Box 12157, Austin, Texas
78711, and shall be identified as a Project being financed through the
Department.
B. Department will release the second disbursement of Contract Funds, which shall equal
Thirty Thousand Dollars ($30,000.00), or forty percent (40%) of the Contract Funds, contingent
upon satisfying the forgoing Special Conditions in Section 17(A) and providing a copy of an
invoice showing fifty per cent (50%) completion of the Project, with an "Architect's Certificate
for Payment" stamped and signed by the Architect.
C. Department will release the final disbursement of Contract Funds, which shall equal Seven
Thousand Five Hundred Dollars ($7,500.00), or ten percent (10%) of the Contract Funds, upon
Project completion as demonstrated by the following:
1. Completion of the construction of the Facility as described in the plans and
specifications referred to in Section 17 (A)(1); and
Submission by Contractor of a Certificate of Completion to Department no later
than sixty (60) calendar days after completion of the Project. The Certificate of
Completion shall include a final Project Completion Report of all activities
performed under this Contract;
D. The Contractor shall provide the following milestones and updates, including photographs
where appropriate, after completion of the Project (as marked by the release of the final ten
percent (10%) installment of Contract Funds by the Department):
Base line and semi-annual data on the impact of the Project on the local economy
over a four (4) year period beginning with the completion of the Project;
2. Base -line and semi-annual data on any jobs generated by the Project and data on
the employment of dislocated defense and economically disadvantaged workers
beginning with completion of the Project for a period of four (4) years;
3. Upon completion of the Project, Contractor shall provide documentation
evidencing the number of jobs created over the course of the construction phase
of the Project.
E. In addition to the limitations on liability otherwise specified in this Contract, it is expressly
understood and agreed by the parties hereto that if Contractor fails to submit to Department in a
timely and satisfactory manner any report required by this Contract, Department may, at its sole
option and in its sole discretion, withhold any or all payments otherwise due or requested by
Contractor hereunder. If Department withholds such payments, it will notify Contractor in
writing of its decision and the reasons therefor. Payments withheld pursuant to this paragraph
may be held by Department until such time as the delinquent obligations for which funds are
withheld are fulfilled by Contractor.
F. In the event Contractor fails to complete the Project or comply with any provision as
specified in this Contract, the Contractor may be liable for damages under this Contract and
barred from applying for or receiving additional funding under the DEAAG program until
repayment is made and any other compliance or audit findings are resolved and/or any issue of
non-compliance is cured to the satisfaction of Department pursuant to Sections 15 and 16 of this
Contract.
G. The total number of new, direct, permanent, full-time jobs to be created as a result of this
Project shall be no less than three hundred fifty (350). These jobs must be created within two (2)
years of the completion date of the Project. The Director of the Economic Development
Department of the Contractor may request and Department staff may consider, subject to
approval of Department's Governing Board, an extension beyond these two (2) years upon
demonstration of reasonable grounds for Contractor's failure to meet the job requirements.
In the event the Contractor fails to ensure the creation and retention of
new jobs as required by this Section 17(G), Department shall receive a
recoupment of funds from Contractor equal to the lesser of :
(a) A prorated share of the total Contract Fund amount of seventy-five
thousand dollars ($75,000.00) for each of the minimum number of
new, direct, permanent full-time jobs required in this Contract (350)
not created and in existence on the second anniversary of the
completion of the Project; or
(b) Fifty percent (50%) of the total Contract Fund in the amount of
Thirty -Seven Thousand Five Hundred Dollars ($37,500.00).
2. For purposes of this Contract, job creation and retention rates must be
evidenced by satisfactory documentation, such as copies of payroll
documents, as required by the Department.
H. Contractor shall provide Department with copies of all reports required by the federal
agencies pursuant to the terms of individual federal grants received, within 30 days of their
submission to the granting agencies.
W
SECTION 18. SUBCONTRACTS
A. Contractor shall ensure that the performance rendered under all subcontracts complies with
all terms and provisions of this Contract as if such performance were rendered by Contractor.
Contractor shall bear full responsibility for performance by all subcontractors.
B. Contractor, in subcontracting any of the performances hereunder, expressly understands that
in entering into such subcontracts, Department is in no way liable to Contractor's
subcontractor(s).
C. Contractor assures and shall obtain assurances from all of its subcontractors where
applicable, that no person shall, on the grounds of race, creed, color, disability, national origin,
sex or religion, be excluded from, be denied the benefit of, or be subjected to discrimination
under any program or activity funded in whole or in part under this Contract.
D. As subcontracts and supplier contracts become necessary to carry out the requirements of
this Contract, Contractor covenants to make a good faith effort to contract with historically
underutilized (disadvantaged) businesses so certified by the State of Texas, as that term is
identified by Section 2161.001, Texas Government Code. Contractor shall make a good faith
effort to let at least thirty percent (30%) of the total value of all subcontracts and supplier
contracts for the performance of this Contract to historically underutilized (disadvantaged)
businesses.
SECTION. 19. DEBARMENT
By signing this Contract, Contractor certifies that it will not award any funds provided under this
Contract to any party which is debarred, suspended or otherwise excluded from or ineligible for
participation in assistance programs. Contractor further certifies that it is not ineligible under
Section 231.006 of the Texas Family Code to receive the specified grant, loan, or payment and
acknowledges that this Contract may be terminated and payment may be withheld if this
certification is inaccurate.
SECTION 20. RIGHTS UPON DEFAULT
It is expressly understood and agreed by the parties hereto that any right or remedy provided for
in this Contract shall not preclude the exercise of any other right or remedy under this Contract or
under any provision of law, nor shall any action taken in the exercise of any right or remedy be
deemed a waiver of any other rights or remedies. Failure to exercise any right or remedy
hereunder shall not constitute a waiver of the right to exercise that or any other right or remedy at
any time.
SECTION 21. NON -ASSIGNMENT
This Contract is not assignable. Notwithstanding any attempt to assign the Contract, Contractor
shall remain fully liable on this Contract and shall not be released from performing any of the
terms, covenants, and conditions herein. Contractor shall be held responsible for all funds
received under this Contract.
SECTION 22. ORAL AND WRITTEN AGREEMENTS
All oral and written agreements between the parties to this Contract relating to the subject matter
of this Contract that were made prior to the execution of this Contract have been reduced to
writing and are contained in this Contract.
10
SECTION 23. AUTHORIZED RELIEF FROM PERFORMANCE (Force majeure)
Department may grant relief from performance of the Contract if the Contractor is prevented from
compliance and performance by an act of war, order of legal authority, act of God, or other
unavoidable cause not attributed to the fault or negligence of the Contractor. The burden of proof
for the need for such relief shall rest upon the Contractor. To obtain release based upon force
majeure, the Contractor must file a written request with the Department.
SECTION 24. SURVIVAL OF CERTAIN CONTRACT PROVISIONS
The following provisions of the Contract, concerning Contractor's obligations, shall survive the
termination of the Contract after completion of the Project:
A. Section 3B (Job Creation)
B. Section 7 (Records Retention and Accessibility of Records)
C. Section 17D (Reports Concerning the Project After Completion).
WITNESS OUR HANDS, EFFECTIVE as of August 30,2002:
Accepted and executed on behalf of the City of Lubbock pursuant to a letter of authorization,
signed by Marc McDougal, Mayor, dated May 16, 2002, and the Texas Department of Economic
Development py�suant toresolution of its Governing Board, passed and approved on August 2,
2002. , '/
Mayor
City of L
ATTEST:
Rebecca Garza
City Secretary
APPROVED AS TO CONTENT:
Richard Burdine
Assistant City Manager
APPROVED AS TO FORM:
William de Haas
Competition and Contracts Manager/Attorney
Live Director
Department of Economic
This Contract is not effective unless signed by the Executive Director of the Texas Department of
Economic Development or by his or her authorized designee.
11