HomeMy WebLinkAboutResolution - 2002-R0169 - Agreement With County Hospital District To Participate In TIF - 04/25/2002Resolution No. 2002-RO169
April 25, 2002
Item No. 70
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 Lubbock County Hospital District to participate in the North Overton 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 25th day of April , 2002.
WINDY SITT A
ATTEST:
Reb cca Garza, City Secretary
APPROVED AS TO CONTENT:
Craig Faaher, Director of mmn
APPROVED AS TO FORM:
Linda L. Chamales, Supervising Attorney/
Office Practice Section
LLC:.RES
ccdocs/No TIF Res -Hose. Dist
Resolution No. 2002—RO169
April 25, 2002
Item No. 70
CITY OF LUBBOCK AND LUBBOCK COUNTY HOSPITAL DISTRICT
AGREEMENT TO PARTICIPATE IN THE NORTH OVERTON 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, upon receipt of a petition requesting creation of a tax increment financing
district from the owners of more than 50 percent of the appraised value of the area, 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. 2002-029
(the "Ordinance"), adopted on March 14, 2002, created, established and designated the North
Overton District Tax Increment Finance Reinvestment Zone ("North Overton 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 North Overton 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 NO 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 North Overton Reinvestment Zone Board of Directors.
d. "TIF District" means the North Overton Tax Increment Reinvestment Zone, City
of Lubbock, Texas, established by the Lubbock City Council, Ordinance No.
2002-029, on March 14, 2002.
e. "TIF Taxing, Units" means those political subdivisions of the State of Texas
authorized to impose ad valorem taxes on property located within the North
Overton 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 North Overton Reinvestment Zone that is located in and taxable by the
HOSPITAL DISTRICT as of January 1, 2002, the year in which the North
Overton Reinvestment Zone was designated, plus the total appraised value of all
real property taxable by the HOSPITAL DISTRICT and annexed to the North
Overton Reinvestment Zone, determined as of January 1 of the year in which the
area was annexed to the North Overton Reinvestment Zone.
h. "Tax Increment Fund" means the fund created by Ordinance 2002-029 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 North Overton Reinvestment
Zone.
City and Hospital Interlocal NO TIF Agreement
Page 2
Section 2. HOSPITAL DISTRICT Obligations. The HOSPITAL DISTRICT
hereby agrees to authorize the Lubbock 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 North Overton Reinvestment Zone until the 30 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 North Overton 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 North Overton 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 the 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 North Overton Reinvestment Zone Obli atg ions.
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 "North Overton
Reinvestment Zone" for expenses authorized in the 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. Within ninety days 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
with a final accounting of the funds deposited to and disbursed from the Tax
Increment Fund.
City and Hospital Interlocal NO TIF Agreement
Page 3
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 North Overton Reinvestment Zone are
and shall be those boundaries described in the Ordinance, or an amendment thereto revising the
boundaries duly approved by the North Overton Reinvestment Zone Board of Directors and the
City Council of the CITY.
Section 5. Term. The term of this Agreement shall be for thirty 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 and Finance Plan. The Project Plan and the
Finance Plan may be amended from time to time, in accordance with the Act. Amendments shall
be approved by the North Overton 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 HOSPITAL DISTRICT, to:
Board of Managers
Lubbock County Hospital District
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 NO 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 25th day of April , 2002, by the Mayor of the
CITY, duly authorized by Resolution No. 2002—R approved on April 25, ,
2002, and by the HOSPITAL DISTRICT, duly authorized by Order No. approved on
.2002.
CITY OF ::•
WINDYi1 • '
ATTEST:
C Q
Rebecca Garza, City Secretary
APP D AS T ONTENT:
r
Craig Farmer, Director of Planning
LUBBOCK COUNTY HOSPITAL DISTRICT:
APPROVED AS TO CONTENT:
APPROVED AS TO FORM: APPROVED AS TO FORM:
Linda Chamales, Supervising Attorney Lois Ann Wischkaemper,
Office Practice Section Attorney for Hospital District
LLC:Ic L:\Cityatt\ Linda — TIF NO Hospital Interlocal
City and Hospital Interlocal NO TIF Agreement
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