HomeMy WebLinkAboutResolution - 2002-R0482 - Agreement With Hospital District To Participate In TIF - 11/14/2002Resolution No. 2002-RO482
November 14, 2002
Item No. 27
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 with
the Hospital District to participate in the central Business District Tax Increment
Finance Reinvestment Zone. 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
ATTEST:
Rebec Garza, City Secretary
14th day of November , 2002.
APPROV S TO CO ENT:
Craig F r, Di ctor of Planning
APPROVED AS TO FORM:
Linda L. Chamales, Supervising Attorney/
Office Practice Section
LLC:.RES
ccdocs/CBD TIF Res -Hosp. Dist
Resolution No. 2002-RO482
November 14, 2002
Item No. 27
CITY OF LUBBOCK AND LUBBOCK COUNTY HOSPITAL DISTRICT
AGREEMENT TO PARTICIPATE IN THE LUBBOCK CENTRAL BUSINESS
DISTRICT 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 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, (the "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. 2001-0091 (the "Ordinance"), adopted on December 3, 2001,
created, established and designated the Lubbock Central Business District Reinvestment Zone
("CBD 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 CBD 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 Hospital Interlocal CBD 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.
"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 CBD Reinvestment Zone Board of Directors.
d. "TIF District" means the Lubbock Central Business District Tax Increment
Reinvestment Zone, City of Lubbock, Texas, established by the Lubbock City
Council, Ordinance No. 2001-0091, on December 3, 2001.
e. "TIF Taxing Units" means those political subdivisions of the State of Texas
authorized to impose ad valorem taxes on property located within the CBD
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 CBD Reinvestment Zone that is located in and taxable by the HOSPITAL
DISTRICT as of January 1, 2001, the year in which the CBD Reinvestment Zone
was designated, plus the total appraised value of all real property taxable by the
HOSPITAL DISTRICT and annexed to the CBD Reinvestment Zone with the
consent of the HOSPITAL DISTRICT, determined as of January 1 of the year in
which the area was annexed to the CBD Reinvestment Zone.
h. "Tax Increment Fund" means the fund created by Ordinance 2001-0091 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 CBD Reinvestment Zone.
City and Hospital Interlocal CBD TIF Agreement
Page 2
Section 2. HOSPITAL DISTRICT Obfigations. The HOSPITAL DISTRICT
hereby agrees authorize the Central Appraisal District 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 CBD Reinvestment Zone until the 20 year Term of this agreement
is reached, except the following:
a. Any funds 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 CBD Reinvestment Zone,
C. Any funds 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 CBD Reinvestment Zone,
d. Any taxes uncollected by the HOSPITAL DISTRICT due to agriculture or other
exemptions.
Payment of such amount by the Central Appraisal District on behalf of the HOSPITAL
DISTRICT will be made within 90 days of date of delinquency for tax payments as prescribed
by state law. Any portion of the tax increment that is uncollected by the Central Appraisal
District on behalf of 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. CITY and CBD Reinvestment Zone Obligations.
a. CITY hereby agrees to place the funds paid by the Central Appraisal District on
behalf of the HOSPITAL DISTRICT, as determined in Section 311.012 of the
Act, into the Tax Increment Fund to be utilized in the "CBD Reinvestment Zone"
for expenses authorized in Project Plan or the Act. Money may be disbursed
from the fund only to satisfy claims of holders of tax increment bonds or notes if
issued for the zone, to pay project costs for the zone, or to make payments
pursuant to an agreement made under Section 311.010(b) dedicating revenue from
the tax increment fund.
b. Following the end of each fiscal year of the municipality, the CITY shall submit
to the HOSPITAL DISTRICT a report on the status of the zone as described in
Section 311.016 of the Act.
C. 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
City and Hospital Interlocal CBD TIF Agreement
Page 3
with a final accounting of the funds deposited to and disbursed from the Tax
Increment Fund.
d. 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 4. Boundary. The boundaries of the CBD Reinvestment Zone are and shall be
those boundaries described in the Ordinance, or an amendment thereto revising the boundaries
duly approved by the CBD Reinvestment Zone Board of Directors and the City Council of the
CITY.
Section 5. Term. The term of this Agreement shall be for twenty years from the date
the Reinvestment Zone was created. 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 6. 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 CBD
Reinvestment Zone Board of Directors and the City Council of the CITY.
Section 7. 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 8. Administration. The City Manager or his designees shall administer this
agreement.
Section 9. 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:
Lubbock County Hospital District
Board of Managers
P.O. Box 5980
Lubbock, Texas 79417
or to such other addresses as the parties may request, in writing, from time to time.
City and Hospital Interlocal CBD TIF Agreement
Page 4
Section 10. 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 11. 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
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 14th day of November , 2002, by the Mayor of the
CITY, duly authorized by Resolution No. 2002-110482
2002, and by the HOSPITAL DISTRICT,
approved onn vem c r 19 , 2001-.
approved on November 14 ,
duly authorized by Resolution
CITY OF LUBVK)CK: // LUBBOCK COUNTY HOSPITAL DISTRICT:
MARC McDO , GAL, MAYOR
ATTEST: ''-'
QJ
Reb cca Garza, City Secretary
APPROV S TO NTENT: APPROVED-A--S-T,O�CONTENT:
--,!! 6 Z/-' - Z: �-� �.
Craig Fa r, D' ector of Planning
APPROVED AS TO FORM:
Linda Chamales, Supervising Attorney
Office Practice Section
LLC:lc L:\Cityatt\ Linda — TIF CBD Hospital Interlocal Draft
City and Hospital Interlocal CBD TIF Agreement
Page 5
APPROVED AS TO FORM:
Lois Ann Wischkaemper
Attorney for Hospital District