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HomeMy WebLinkAboutResolution - 2016-R0362 - Developer Participation Agreement - ACC OP LLC - North Overton TIF Improvements - 10/13/2016Resolution No. 2016-RO362 Item No. 7.10 October 13, 2016 RESOLUTION BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK: THAT the Mayor of the City of Lubbock is hereby authorized and directed to execute for and on behalf of the City of Lubbock, a Developer Participation Agreement for the construction of public improvements within the North Overton Tax Increment Financing Reinvestment Zone, by and between the City of Lubbock and ACC OP (Tracts 32 and 33) LLC, of Austin, Texas, and related documents. Said Developer Participation Agreement is attached hereto and incorporated in this resolution as if fully set forth herein and shall be included in the minutes of the City Council. Passed by the City Council on ATTEST: Rebe �ca Garza, City Secretary APPROVED AS TO CONTENT: October 13, 2016 DANIEL M. POPE, MAYOR APPROVED AS TO FORM: itt,`As�istant City Attorney ccdocs/RES. Agreement - ACC OP (Tracts 32 and 33) LLC - North Overton TIF Improvements September 6, 2016 Resolution No. 2016-RO362 DEVELOPER PARTICIPATION AGREEMENT BETWEEN THE CITY OF LUBBOCK AND ACC OP (Tracts 32 and 33) LLC This Developer Participation Agreement (the "Agreement") is between the City of Lubbock, a Texas municipal corporation (the "City"), and ACC OP (Tracts 32 and 33) LLC, 12700 Hill Country Blvd, Suite T-200, Austin, Texas 78738 (the "Developer"). RECITALS WHEREAS, the City recognizes the importance of its continued role in local economic development; and WHEREAS, the City, upon receipt of a petition requesting creation of a tax increment financing district from the owners of more than 50 per cent of the appraised value of an area, adopted Ordinance No. 2002-029, March 14, 2002, establishing the North Overton Tax Increment Financing Reinvestment Zone (the "TIF District") in accordance with the provisions of the Tax Increment Financing Act, V.T.C.A. Tax Code, Chapter 311 (the "Act"); and WHEREAS, in accordance with the Act, the Board of Directors of the TIF District has prepared a Project Plan (the "Project Plan") and a Financing Plan (the "Financing Plan"), and the City, in accordance with the Act, and after making all findings required by the Act, has adopted an ordinance approving the Project Plan and Financing Plans as respectively amended (with the Project Plan and Financing Plan as respectively amended being hereinafter collectively referred to as the "Plans"); and WHEREAS, the Act authorizes the expenditure of funds derived within a reinvestment zone, whether from bond proceeds or other funds, for the payment of expenditures made and monetary obligations incurred by a municipality consistent with the Plans of the reinvestment zone, which expenditures and monetary obligations constitute project costs, as defined in the Act (the "Project Costs"); and WHEREAS, the Developer has acquired certain real property situated within the TIF District located between Avenue V and Avenue T and between Mac Davis Lane and the alley between Mac Davis Lane and the Marsha Sharp Freeway access road; and between Avenue V and Avenue U and between Mac Davis Lane and the alley between Glenna Goodacre Boulevard and Mac Davis Lane, identified with crosshatching on the map attached hereto as Exhibit A (the "Project Property"); and WHEREAS, Developer intends to develop 21 Hundred at Overton Park (the "Developer's Project") on the Project Property, substantially in accordance with the design which is attached hereto as Exhibit B; and WHEREAS, The City, after due and careful consideration, has concluded that the redevelopment of the Developer's Project as a portion of the TIF District as provided herein Developer Particiation Agreement — City of Lubbock & 21 Hundred at Overton Park, Project 92254H #6307749 and in the Project Plan will further the growth of the City, facilitate the redevelopment of the entire TIF District, improve the environment of the City, increase the assessed valuation of the real estate situated within the City, foster increased economic activity within the City, increase employment opportunities within the City, upgrade public infrastructure within the TIF District, and otherwise be in the best interest of the City by furthering the health, safety, and welfare of its residents and taxpayers, and that entering into this Agreement is necessary and convenient to implement the Plans and achieve their purposes; and WHEREAS, the City desires to have the Developer undertake the Developer's Project in order to serve the needs of the City and in order to produce increased tax revenues for the various taxing units authorized to levy taxes on real property within the TIF District and the City and, in order to stimulate and induce the redevelopment of the TIF District, the City has agreed to participate in the Developer's Project by dedicating and pledging the use of revenue in the Tax Increment Fund (as defined in the Plans) to finance certain Project Costs, all in accordance with the terms and provisions of the Act, with the existing guidelines attached hereto as Exhibit F (the "Design Guidelines") set up by the City to be followed in City/Developer participation agreements, with any modification of the Design Guidelines approved within this Agreement, and with all other terms of this particular Agreement; and WHEREAS, the Developer desires to have the City participate, and the City agrees to participate, in the construction of certain public improvements in the Project Property such as street lighting, pedestrian lighting, landscaping, street furniture, and sidewalks (the "Public Improvements"); NOW, THEREFORE, in consideration of the foregoing and of the mutual covenants and agreements herein, the Parties agree as follows: AGREEMENT ARTICLE I. RECITALS AND EXHIBITS PART OF AGREEMENT The representations, covenants and recitations set forth in the foregoing recitals and in Exhibits A, B, C, D, E, F, G, H, I and J attached hereto are incorporated into and made a part of this Agreement as if fully set forth herein. ARTICLE II. DEVELOPMENT PLAN — NORTH OVERTON The Developer has acquired the Project Property situated within the TIF District and intends to develop the Public Improvements associated with the Developer's Project in accordance with the map and design which are respectively attached hereto as Exhibit A and Exhibit B, and in accordance with the Plans, as amended and adopted by the Board of Directors of the TIF District which are also attached hereto as Exhibit C. Developer Particiation Agreement — City of Lubbock & 21 Hundred at Overton Park, Project 92254H #6307749 ARTICLE III. DEFINITIONS A. "Parkway" is herein defined as any part of the public right-of-way lying between the curb or grade line of any public street and the abutting private property line of the Project Property. B. "Hardscape" is herein defined as the hard surface portion of the landscaping in the Parkway such as stone, concrete, brick or other approved surface under the Design Guidelines as set forth in Exhibit F attached hereto as modified by the design attached hereto as Exhibit B. C. "Softscape" is herein defined as plant materials, ground preparation, pedestrian lighting, street furniture, and trash receptacles. ARTICLE IV. CITY PARTICIPATION A. In accordance with "Project 92254H" of the Project Plan recommended by the Board of Directors of the TIF District and approved by the City Council, and in accordance with the City's Redevelopment Policies and Tax Increment Finance Policies, the City agrees to dedicate and pledge the use of revenue in the Tax Increment Fund to directly participate in the cost of the Public Improvements as shown in the attached Exhibit D, entitled "ACC OP (Tracts 32 and 33) LLC, Direct City Participation and TIF Funding, Project 92254H." B. This Agreement shall authorize funding only for Project 92254H. Participation shall be based on actual construction costs incurred by the Developer and verified by the City upon application and certification by Developer. The City's participation in Project 92254H, shall be limited to the total amount approved by the City Council for Project 92254H of the Project Plan, which is $583,287 (the "Direct City Participation"). In the event that the actual costs of the individual Direct City Participation items are less than the amounts shown in Exhibit D, then the City will utilize the "savings" (in its sole discretion) to increase any other individual Direct City Participation element, if needed to provide sufficient funding for the Direct City Participation in other project element or elements. City also reserves the right to reallocate the "savings" for projects in a subsequent phase of the Project. C. The City shall review the the Developer's cost estimates in order to deter undue loading of costs, collusion, or fraud prior to approval of payment of the Direct City Participation. The City may, at its discretion, pay any increases in the actual cost of the Public Improvements over its estimated cost, provided funds are available. However, unless the Plans and this Agreement are amended to so provide, in no case shall the City ever be liable for any amount above and beyond a total of $583,287, the agreed payment of the City's share of the Public Improvements contained herein. Developer Particiation Agreement —City of Lubbock & 21 Hundred at Overton Park, Project 92254H 46307749 Nothing in this Agreement shall be construed to require the City to approve reimbursements from any source of City funds other than the Tax Increment Fund. D. Increases in the scope of the Public Improvements beyond that contemplated by Exhibit B and Exhibit D shall be paid by the Party requesting the increase in scope unless otherwise agreed by the Parties in writing. E. The City may issue debt to reimburse the Developer and costs advanced by the City for Project Costs authorized pursuant to this Article. The reimbursement may also be paid from the proceeds of debt issued by the City. F. The City agrees to reimburse the Developer as agreed above for a portion of the Project Costs paid by the Developer for the construction of the Public Improvements to the extent funds are available as provided in this Agreement. In order for the City to reimburse the Developer for Project Costs for Public Improvements in Project 92254H of the Project Plan, the Developer shall provide proof of completion and proof of payment in a form acceptable to the City. Procedures for reimbursement from the City are attached as Exhibit H. G. The City hereby grants a temporary easement to the Developer, its permitted successors and assigns and their respective employees, agents, contractors, subcontractors and representatives on, over, across and under the Parkway adjacent to the Project Property for the construction and development of the Public Improvements until the Public Improvements have been completed. H. The City and the Developer shall cooperate and coordinate their activities with respect to the commencement and construction of the Public Improvements and Developer's Project so that the commencement and construction of the Public Improvements shall occur at such times as are necessary to meet the construction time requirements of the Developer for the Developer's Project. The Parties agree to jointly prepare (and update from time to time as necessary) a construction schedule of the Public Improvements in order to help implement the parties' obligations. Such schedule, when completed, (and as updated) shall be attached hereto and become Exhibit G to this Agreement. ARTICLE V. DEVELOPER OBLIGATIONS A. In accordance with the design in Exhibit B, as approved or amended by the Planning and Zoning Commission, and in accordance with Project 92254H of the Project Plan, as amended and recommended by the Board of Directors of the TIF District and approved by the City Council of the City, the Developer agrees to construct and complete the Developer's Project, before October 1, 2020. Developer Particiation Agreement — City or Lubbock & 21 Hundred at Overton Park, Project 92254H #6307749 B. In accordance with the map in Exhibit A and the design in Exhibit B, and in accordance with Project 92254H of the Project Plan, as amended and recommended by the Board of Directors of the TIF District, and approved by the City Council of the City, the Developer agrees to construct, and participate in the actual cost of construction of, the Public Improvements in the amount as shown in Exhibit E attached hereto. Prior to the construction of the Public Improvements, the Plans and the construction contract shall be reviewed and approved by the City, which approval shall not be unreasonably withheld. The Developer shall be responsible for construction of the Public Improvements in accordance with the Design Guidelines attached hereto as Exhibit F as modified by the design attached hereto as Exhibit B. It is acknowledged by the Parties that the Design Guidelines require oversizing of these improvements in the right-of-way beyond those required elsewhere in the City, as shown in the attached Exhibit J. C. The Developer agrees to make available to the City for inspection all of its books and records related to the Public Improvements constructed for the Developer's Project and to allow the City access to the Developer's Project during construction for the purpose of periodic inspection of the construction work. D. For those Public Improvements in the Developer's Project constructed by the Developer in which there is Direct City Participation greater than thirty per cent (30%) of the total contract price (not including payment by the City for any oversizing of improvements required in the Design Guidelines), the Developer agrees to submit the Public Improvements to competitive sealed bids and agrees to award the contract to construct the Public Improvements to the lowest responsible bidder in accordance with state law and City ordinances regarding public bids. On those items where there is Direct City Participation, the City reserves the right to do the construction of the Public Improvement with contribution from the Developer if it is more economical for the City, rather than for the Developer, to do the construction. E. The Developer acknowledges that the City has issued and may be issuing additional debt backed by revenue in the Tax Increment Fund to fund the Public Improvements referenced in this Agreement, and the Developer therefore agrees that the Developer's Project shall not be sold or transferred to any entity that does not pay property taxes for the Project Property for a period of twenty (20) years from the date of this Agreement. If, during the 20 -year period, the Project Property is sold to an entity that does not pay property taxes, the Developer agrees to pay into the Tax Increment Fund a sum equal to the amount of increment that would have been generated by that Project Property over the remainder of the twenty year period at the effective tax rate on the date of the sale. F. The Developer shall execute a performance bond for the construction of improvements to ensure completion of the project as required by §212.073 of the Texas Local Government Code. Developer Particiation Agreement — City of Lubbock & 21 Hundred at Overton Park, Project 92254H #6307749 ARTICLE VI. FORCE MAJEURE It is expressly understood and agreed by the Parties to this Agreement that if the substantial completion of the construction of any Public Improvements contemplated hereunder is delayed by reason of war, civil commotion, acts of God, inclement weather, governmental restrictions, regulations, or interferences, delays caused by the franchise utilities or their contractors, fire or other casualty, court injunction, necessary condemnation proceedings, acts of the other party, its affiliates/related entities and/or their contractors, or any circumstances which are reasonably beyond the control of the Party obligated or permitted under the terms of this Agreement to do or perform the same, regardless of whether any such circumstance is similar to any of those enumerated or not, the Party so obligated shall be excused from performing during such period of delay, so that the time period applicable to the design or construction requirement shall be extended for a period of time equal to the period the Party was delayed. ARTICLE VII. TERM The term of this agreement shall begin on the date of execution and end upon the earlier of (a) the complete performance of all obligations and conditions precedent by parties to this Agreement; or (b) the expiration of the term of the TIF District; provided however, that the obligations of the City to apply or pay portions of the Tax Increment Fund which have accrued during the term of the TIF District but which is not collected until subsequent to the expiration of the term toward unreimbursed Project Costs pursuant to this Agreement shall survive. ARTICLE VIII. INSURANCE The Developer agrees to obtain, or cause its contractors and/or subcontractors to obtain, comprehensive liability insurance satisfactory to the City (including workers' compensation or a self-insurance plan in lieu thereof) as set forth in Exhibit I attached hereto which names the City and the Board of Directors for the TIF District as additional insureds, due to any damage, injury, or death attributed to the Developer or its contractors or subcontractors while completing the Public Improvements in which there is Direct City Participation. ARTICLE IX. INDEMNITY THE DEVELOPER AGREES TO DEFEND, INDEMNIFY AND HOLD THE CITY, ITS OFFICERS, AGENTS AND EMPLOYEES, HARMLESS AGAINST ANY AND ALL CLAIMS, LAWSUITS, JUDGMENTS, COSTS AND EXPENSES FOR PERSONAL INJURY (INCLUDING DEATH), PROPERTY DAMAGE OR OTHER HARM FOR WHICH RECOVERY OF DAMAGES IS SOUGHT THAT MAY ARISE OUT OF OR BE OCCASIONED BY THE DEVELOPER'S BREACH OF ANY OF THE TERMS OR PROVISIONS OF THIS AGREEMENT, OR BY ANY NEGLIGENT ACT OR OMISSION OF THE DEVELOPER, ITS OFFICERS, AGENTS, ASSOCIATES, EMPLOYEES OR SUBCONTRACTORS, IN THE PERFORMANCE OF THIS AGREEMENT; EXCEPT THAT THE INDEMNITY PROVIDED FOR IN THIS PARAGRAPH SHALL NOT APPLY TO ANY LIABILITY RESULTING FROM THE NEGLIGENCE OF THE Developer Particiation Agreement —City of Lubbock & 21 Hundred at Overton Park, Project 92254H 96307749 CITY, ITS OFFICERS, AGENTS, EMPLOYEES OR SEPARATE CONTRACTORS, AND IN THE EVENT OF JOINT AND CONCURRENT NEGLIGENCE OF BOTH THE DEVELOPER AND THE CITY, RESPONSIBILITY, IF ANY, SHALL BE APPORTIONED COMPARATIVELY IN ACCORDANCE WITH THE LAWS OF THE STATE OF TEXAS, WITHOUT, HOWEVER, WAIVING ANY GOVERNMENTAL IMMUNITY AVAILABLE TO THE CITY UNDER TEXAS LAW AND WITHOUT WAIVING ANY DEFENSES OF THE PARTIES UNDER TEXAS LAW. THE PROVISIONS OF THIS ARTICLE ARE SOLELY FOR THE BENEFIT OF THE PARTIES HERETO AND NOT INTENDED TO CREATE OR GRANT ANY RIGHTS, CONTRACTUAL OR OTHERWISE TO ANY OTHER PERSON OR ENTITY. ARTICLE X. AUTHORITY TO BIND A. The City represents and warrants to the Developer that the City has full constitutional and lawful right, power, and authority, under currently applicable law to execute and deliver and perform the terms and obligations of this Agreement, and all necessary City proceedings, findings and actions have been successfully concluded. Accordingly, this Agreement constitutes the legal valid and binding obligation of the City, is enforceable in accordance with its terms and provisions and does not require the consent of any other governmental authority. B. The Developer hereby represents and warrants to the City that the Developer has full lawful right, power and authority to execute and deliver and perform the terms and obligations of this Agreement and all of the foregoing have been or will be duly and validly authorized an approved by all necessary actions of the Developer. Concurrently with the Developer's execution of this Agreement, the Developer has delivered to the City copies of the resolutions or other corporate actions authorizing the execution of this Agreement and evidencing the authority of the persons signing this Agreement on behalf of the Developer to do so. Accordingly, this Agreement constitutes the legal, valid and binding obligation of the Developer, and is enforceable in accordance with its terms and provisions. ARTICLE XI. DEFAULT A. A default shall exist if either Party fails to perform or observe any material covenant contained in this Agreement, or if the representation provided for in Article X is not true or correct. A Party shall immediately notify the defaulting Party in writing upon becoming aware of any change in the existence of any condition or event that would constitute a default by the defaulting Party, or with the giving of notice or passage of time, or both would constitute a default by defaulting Party under this Agreement. Such notice shall specify the nature and the period of existence thereof and what action if any, the notifying party requires with respect to curing the default. B. If a default shall occur and continue, after thirty (30) days written notice to cure default, or such longer period as may be reasonably required to cure such default for so long as the Developer has, within said thirty (30) day period, commenced action reasonably calculated to effectuate such cure and thereafter continues to prosecute the same to Developer Particiation Agreement — City of Lubbock & 21 Hundred at Overton Park, Project 92254H 96307749 completion, the City may, at its sole option, terminate this Agreement or pursue any and all remedies it may be entitled to in accordance with Texas law, without the necessity of further notice to or demand upon the Developer. ARTICLE XII. FEDERAL FUNDING A. The City represents and warrants to the Developer that no federal funds or federally assisted project activities as administered by or under the control of the City are involved in Project 92254H of the Project Plan as of the date of the execution of this Agreement. The City further agrees that it does not have any intention or plans to participate in the future in any federally assisted project activities in the TIF District. B. The Developer represents and warrants to the City that the Developer has no federal funds involved in Project 92254H of the Project Plan as of the date of the execution of this Agreement. The Developer further agrees that it will not in the future participate in any federally assisted project activities in the TIF District. ARTICLE XIII. NOTICES A. Any notice required by this Agreement shall be deemed to be properly served if deposited in the U.S. mails by certified letter, postage prepaid, return receipt requested, addressed to the recipient at the recipient's address shown below, subject to the right of either Party to designate a different address by notice given in the manner just described. B. Notices shall be sent to the following addresses: For City For Developer City of Lubbock ACC OP (Tracts 32 and 33) LLC c/o City Manager Attention: Jeremy Roberts P.O. Box 2000 12700 Hill Country Blvd., Suite T-200 1625 13th Street Austin, TX, 78738 Lubbock, Texas 79457 ARTICLE XIV. VENUE AND GOVERNING LAW A. This Agreement is performable in Lubbock County, Texas, and venue for any action arising out of this Agreement shall be exclusively in Lubbock County. B. This Agreement shall be governed and construed in accordance with the laws of the State of Texas. ARTICLE XV. ATTORNEY FEES The Developer and the City expressly agree that in the event of any litigation arising between the Parties to this Agreement that each Party shall be solely responsible for Developer Particiation Agreement — City of Lubbock & 21 Hundred at Overton Park, Project 92254H 96307749 payment of its attorneys and that in no event shall either Party be responsible for the other Party's attorney fees regardless of the outcome of the litigation. ARTICLE XVI. LEGAL CONSTRUCTION In the event that any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision thereof and this Agreement shall be considered as if the invalid, illegal or unenforceable provision had never been contained in this Agreement. ARTICLE XVII. COUNTERPARTS This Agreement may be executed in any number of counterparts, each of which shall be deemed an original and constitute one and the same instrument. ARTICLE XVIII. SUCCESSORS AND ASSIGNS The terms and conditions of this Agreement are binding upon the successors and assigns of all parties hereto. Provided, however, this Agreement shall not be assigned by the Developer without prior City Council approval, which approval shall not be unreasonably withheld. ARTICLE XIX. ENTIRE AGREEMENT This Agreement embodies the complete agreement of the parties hereto as it relates to the Public Improvements in Project 92254H, superseding all oral or written previous and contemporary agreements between the parties and relating to matters in this Agreement, and except as otherwise provided herein cannot be modified without written agreement of the parties to be attached to and made a part of this Agreement. EXECUTED in duplicate and effective as of the 13thday of October , 2016. ACC OP (Tracts 32 and 33) LLC Name: JON1A-TkA Gran'= Title: V I C C WC -51 I JT CITY OF LUBBOCK DANIEL M. P E, MAYOR Developer Particiation Agreement— Cit) of Lubbock & 21 Hundred at Overton Park, Project 92254H +:6307749 ATTEST: Rebe ca Garza. City Secretal APPROVED AS TO CONTENT: aL(� E, 4, �t - Cheryl Brock, Executive Director of Budget APPROVED AS TO FORM: Justin Oruitt. Assistant City Attorney Developer Particiation Agreement - City of Lubbock & 21 Hundred at Overton Park, Project 92254H =6307749 EXHIBIT A - MAP Developer Particiation Agreement — City of Lubbock & 21 Hundred at Overton Park, Project 92254H #6307749 2211 309 310 P 309 31.0 311 312 311 312 "Exhibit A 313 316 313 314 -31.5ACC Project , _ N W+ G ♦ D ♦ ♦ D 1% W u S —7Ir 2115 2017 4112 21 3 924 —210-9 21 7 405 408 LEGEND MAC DAVISS LN 8 � I� 2018 NtQ N O 00 \OTQ N O 00 \O Q N e N N rti r.rl r( rl rl O OO O.r n.l .� .� .� ..r r.rl rl N.� r.N N N N N N N N N N N N I I I IAJI I I I ® ACC Property Parcels Streets _i ION�e Ge a ,e o N N N N N N N N N N 1907 Q N O 00 \D Q N O 00 \p Q N N N N r.rl rrN rel rl rl O O' O O 'N 0 125 250 500 Feet Ra I wrr IItl1, 51 DP6 (EN D. (.b(bi k\ \I p. dRf)DI(fW 1f e..er t� (We. 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Ibemy b (ubbucbbrrtbrpm.idn d— w Ibe d�uon p nupwur my b3 the [llr ofl ubbx4 .\ef dulu llml upprw m npmml Pnperry bwndurle. b br mfamutlmal purpow uM muy na Me beev prtprtd furor brrWmblr forktlJ, rntlberrint, orrur.�mtl Purpuw Il d�rr nil rtprtwt un ut IMpaM runty uM rtPrt+enlr mh Ibr uppmrlwle rtl.(he lorullm of Pmperrr bouMurlev EXHIBIT B - DESIGN Developer Particiation Agreement — City of Lubbock & 21 Hundred at Overton Park, Project 92254H 96307749 m m X LU cmce� ilGlH%3 3d OOS AtlMNWd NVId KN3a3d3a IIV89AO maneNiNd N01213n0 lb N0099f11 90V gag w r w k 3 w U g a z ad K w LLN Q�v 1 +..L• N3nV - - - 1 n ru ui w I _ U LU w 1 Z LU C'4 El Q to � •i I! ' 1 I. 1 � jk II 1 zW= � 1 U, I 1 1 _ _ 1 tD H -J 1 Lj -- I_ -� ,I 1 - 1 1 �9, nN v I 1 -------- 1----1------------� wZ� wz� �r81 �'L;: {�lyij W twi ti +�Fsku,- Gryjw w S � Lb ad N tarc r 6F'€E61�tiEikB! ptorn& L i[ 61r v6 ,, tt rat! tfo FQ is He iM:� cw Q, 1191H%3 3dOOs AVMM Wd SlISIHX3 ,.1.. 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Z m M EXHIBIT C - NORTH OVERTON TAX INCREMENT FINANCING REINVESTMENT ZONE PROJECT PLAN AND FINANCE PLAN AS AMENDED Developer Particiation Agreement — City of Lubbock & 21 Hundred at Overton Park, Project 92254H 46307749 of lubblock TEMAS Fifth Amended Project Plan North Overton Tax Increment Financing Reinvestment Zone Lubbock, Texas December 2009 City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Project Plan December 2009 North Overton TIF Project Plan The North Overton Area was established in 1907 and over the next 20 years developed as a middle-class neighborhood, with home ownership predominating. Following World War II, the growth of Texas Tech stimulated a need for student housing. This need was provided by many non -conforming apartments, converted garages, and subdivided houses, reducing home ownership considerably. Continued growth of Texas Tech encouraged development of apartment buildings, further destroying the stability of the area. By the 1980's, the City of Lubbock recognized the need to explore methods of stabilizing property values while allowing the area to develop to its fullest potential. The Overton North Study Committee was appointed to identify solutions to address the area's problems. The City retained RTKL in 1989 to prepare a Redevelopment Plan for Downtown Lubbock, which included the North Overton area. RTKL's plan identified many of the same issues as the Overton Study Committee and more particularly indicated that the City should develop creative public/private joint development opportunities and provide public improvements as incentives for development . In the late 1990's the McDougal Companies, a local developer, presented a plan to the City that would redevelop about 90% of the North Overton area. The developer petitioned the City to establish a Tax Increment Financing Reinvestment Zone (Zone) to provide the necessary public funds to finance the construction of public infrastructure. City staff, working with the developer, prepared a list of public infrastructure projects to stimulate and enhance the redevelopment of North Overton. It is expected that the planned expenditure of approximately $40.4 million for public infrastructure improvements within the Zone will result in future development/redevelopment which will increase the taxable value by approximately $373.9 million over the Zone's 30 -year life. As set forth in Section 311.011 of the Tax Increment Financing Act of the Tax Code, the Project Plan for the North Overton Area Tax Increment Finance Reinvestment Zone, Lubbock, Texas must and does include the following elements: 1. A map showing existing uses and conditions of real property in the Zone and a map showing proposed improvements to and proposed uses of the property. Attached as Exhibit A is a map showing existing uses of real property in the Zone and attached as Exhibit B is a map indicating locations of newly constructed or proposed public improvements in the Zone. City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Project Plan December 2009 North Overton TIF Project Plan 2. Proposed changes of zoning ordinances, the master plan of the municipality, building codes, and other municipal ordinances. No changes have been made to the master plan of the municipality, building codes, or other ordinances. Zoning ordinances have been modified to provide architectural guidelines and special zoning considerations to provide for redevelopment of the North Overton area as a pedestrian -oriented, neo -traditional development. 3. A list of estimated non -project costs. Non -project costs within the Zone are those development costs not paid for by the Zone. These costs will include, but are not limited to, $387.3 million of new development. The detailed list of estimated non -project costs from 2004 through 2020 are included as Exhibit C. 4. A statement of a method of relocating persons to be displaced as a result of implementing the plan. In the process of developing and redeveloping the Zone, it is not contemplated there will be any involuntary relocations. However, it may be necessary to relocate individuals and businesses through voluntary buyout. In the event that this is required, the City or private developer will follow the procedures that would be used in the development or construction of other public or private improvements outside the Zone. City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Project Plan December 2009 North Overton TIF Project Plan TIF Expense Phase I Street Reconstruction/resurfacing $ 7,266,431 A/E services, reconstruction, curb and gutter, and rotaries 24,688,000 Rotary Amenities 607,119 A/E services, landscaping, irrigation, lighting, and street furniture 21,893,000 Glenna Goodacre Boulevard 2,486,975 A/E services, replace curb and guttter, and right-of-way acquisition 1,373,000 Glenna Goodacre Boulevard Amenities 2,343,448 A/E services, landscaping, irrigation, lighting, and street furniture $ 38,214,234 Landscaping in the Parkway 6,218,703 A/E services, landscaping, irrigation, lighting, and street furniture Water and Wastewater 3,792,506 Replacement and relocation Electric Utility - underground 1,891,005 Pioneer Park improvements 50,000 Overton Conference Center 11,480,000 Right of Way Acquisition 4,242,450 Phase I TIF Project Cost 40,378,635 Total amount of debt supported by TIF Revenue 40,378,635 Debt service interest expense 24,688,000 Total Phase I TIF Project Cost 65,066,635 Phase II (TIF revenues available after debt is paid) 21,893,000 Total TIF Project Cost 86,959,635 Administrative Cost 1,373,000 Total TIF Cost $ 88,332,635 Bond Issuance July 15, 2003 $ 3,795,000 August 15, 2005 9,290,000 April 15, 2006 6,307,749 August 15, 2007 4,111,341 January 17, 2008 11,805,000 May 23, 2008 1,943,758 April 8, 2009 961,386 Total Bond Issuance $ 38,214,234 3 City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Project Plan December 2009 Exhibit A — Existing Land Use L ] X2 %I.%RSII IL SII 1,1211 1 RM N srntil • ■ GOODACRE Bt.\ D ■ uiHSl ■ tsuctrD�ti �� • i z imi st 14111 S1 Commercial Industrial ■ Puhlit Use ■ Parks & Recreation Residential Hit;h-Denny W � rr1,T 9111 tiT rk. 11 ITbI I 10T11 ST 101 S z m IJ l It h, Y .w 4'MI MMI NMI 1'..' 1 "i Exhibit A IJ11t til NORTH -A& ,flubbock TEXAS Re%idential Medium-Demih Residential Lmi-Dewih ® Transportation & tItilities avant Land North Os erton TIF Boundary Exhibit A IJ11t til NORTH -A& ,flubbock TEXAS » HoW * *.a w City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Project Plan December 2009 Exhibit B — Proposed Improvements and Proposed Uses 1 xhibit B Sm S=z [u Qari� ime wtr�rmu� �n sem: } U O N } U Y Y � _ . . . r . . . r . . . r . r r . r . r . r . . r . . r . . , . . r r , r , r . r . = _ } r.. r.. r.. r.. r. N . . r r . . . . . . . r . r r . r . r . r . . , r r . . r . . r , r r r = = r.. r.. r „ r,,, r � U rl T vri Y S Nrr rr „ .rrrrrrr =�xrr x, rA r� „... r... r r. r r r r... r r r r r- r r r =-^ r r r r P. _ •U O Y_ N __ � 0 � � � �, �, r, �, i r � r � � � r r � r r � � r � r r � r r N � � �- r � � �, � Y r o� r>xn n e rc- n n c rvx a -r - IIry Inv, rho Sry � S:4 C- N - O z - n„r, _ _ P,r„r, ^rrr„„rr„rrrrr, Y�r„....... INrl r' N i.. r r i. r r r., � V K S - K n N r r r r r r r. r.. r. r. r r r... n r,... r r., r r r. r..... r r r O O T N U P! M C 2C U UU J ;- YU 3U 3 3 T N .. = ,� C ` .j < + _'•'� 'n � - � w ^ U ' E E E E E E E c � < - � -�i > ; o o = e 12 r f h P . . . . . . . - E E U W MIA u bb'ock TE%AS Fifth Amended Finance Plan North Overton Tax Increment Financing Reinvestment Zone Lubbock, Texas December 2009 City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Finance Plan December 2009 The Financing Plan provides information on the projected impact that the North Overton Tax Increment Financing Reinvestment Zone (Zone) could have on the property illustrated in Appendix A. It also describes how that impact could be utilized to enhance the area and region through leveraging the resources of each entity that participate in the project. Below is a summary of the Financing Plan items required by law: 1. A detailed list describing the estimated project costs of the zone, including administrative costs. The total project costs over the life of the zone will be approximately $62.3 million, not including interest payments on debt service. The detailed list of projects is included in Appendix B. 2. A statement listing the kind, number, and location of all proposed public works or public improvements in the zone. • Capital costs, including the actual costs of the acquisition and construction of public works, public improvements, new buildings, structures, and fixtures; the actual costs of the acquisition, demolition, alteration, remodeling, repair, or reconstruction of existing buildings, structures, and fixtures; and the actual costs of the acquisition of land and equipment and the clearing and grading of land; • Financing costs, including all interest paid to holders of evidences of indebtedness or other obligations issued to pay for project costs and any premium paid over the principal amount of the obligations because of the redemption of the obligations before maturity; • Any real property assembly costs; • Professional service costs, including those incurred for architectural, planning, engineering, and legal advice and services; • Any relocation costs; • Organizational costs, including costs of conducting environmental impact studies or other studies, the cost of publicizing the creation of the Zone, and the cost of implementing the project plan for the Zone; • Interest before, during and after construction, whether or not capitalized; • The amount of any contributions made by the municipality from general revenue for the implementation of the project plan; 2 City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Finance Plan December 2009 • Imputed administrative costs, including reasonable charges for the time spent by employees of the municipality in connection with the implementation of a project plan; • The cost of operating the Zone and project facilities; and • Payments made at the discretion of the governing body of the municipality that the municipality finds necessary or convenient to the creation of the Zone or to the implementation of the project plans for the Zone. • All public improvements or public works projects will be in the area shown on the map in Appendix A. 3. Economic Feasibilty Study. • An economic feasibility study has been completed and is included as a part of this Financing Plan as Appendix C. 4. The estimated amount of bonded indebtedness to be incurred. • The debt capacity produced from the estimated tax increment should yield approximately $40.4 million in funding capacity. 5. The time when related costs or monetary obligations are to be incurred. • Related costs and monetary obligations have been incurred with each bond issue, beginning with the first bond issuance in FY 2005. 6. A description of the methods of financing all estimated project costs and the expected sources of revenue to finance or pay project costs including the percentage of tax increment to be derived from the property taxes of each taxing unit on real property in the Zone. • Project costs will be financed using certificates of obligation with the revenue source provided by tax increment funds received, hotel/motel taxes, and revenues generated by contractual agreements within the Zone. The percentage of tax increment to be derived from the property taxes of each taxing unit participating in the Zone is 100%. City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Finance Plan December 2009 7. The current total appraised value of taxable real property in the Zone. The appraised value of the taxable real property in the Zone that the Lubbock Central Appraisal District certified in July 2002 was $26,940,604. This amount is the base value for the district in calculating future increments. The current appraised value according to the 2009 certified TIF roll is $279,910,784. City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Finance Plan December 2009 8. The estimated appraised value of the improvements in the Zone during each year of existence. • The estimated appraised value of the improvements in the Zone per year is listed in the following table: 5 New Estimated Development Total Adjusted Tax Demolitions Assessed Value Assessed Value Year ($ thousands) ($ thousands) ($ thousands) 2002 $ - _ _ 2003 (2,019) 12,406 10,387 2004 (12,395) 21,632 9,237 2005 (2,362) 99,842 97,480 2006 - 41,397 41,397 2007 - 6,860 6,860 2008 - 17,618 17,618 2009 - 69,990 69,990 2010 - 17,221 17,221 2011 - 4,847 4,847 2012 - 37,690 37,690 2013 - 30,453 30,453 2014 - 4,051 4,051 2015 - 5,740 5,740 2016 - 6,306 6,306 2017 - 5,400 5,400 2018 - 5,400 5,400 2019 - 2,520 2,520 2020 - 1,260 1,260 2021 - - _ 2022 - 2023 - 2024 - 2025 - 2026 - 2027 - 2028 - 2029 - - 2030 - 2031 - - - TOTAL $ (16,776) 390,633 373,858 5 City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Finance Plan December 2009 9. The estimated annual incremental funds available from development and redevelopment in the Zone are listed in the following table. • Revenue is shown in fiscal year that it is collected. '2005 Bonds were issued with a premium of $'_45,720. The par amount issued was $9,290,000, with bond proceeds of $9,535,720. "2006 Bonds were issued with a premium of $166,813. The par amount issued was $6,307,749, with bond proceeds of $6,474,562. '2007 Bonds were issued with a premium of $69,796. The par amount issued was $4,111,341, with bond proceeds of $4,181,055. a 2008 Taxable Bonds were issued at a par amount of $11,805,000, with bond proceeds of $ 11,400,000. `2008 Bonds were issued with a premium of $87,709. The par amount issued was $1,943,758, with bond proceeds of $2,031,467. '2009 Bonds were issued with a premium of $27,597. The par amount issued was $961,386, with bond proceeds of $988,983. Based off projected tar rates of City -$0.4464; Couffty-$0.329458; Hospital -$0.12084; acid Water Disrict- $0.00794. Calculation: Incremental value /100 X tax rate X collection rate. 10. The duration of the zone: The duration of the zone is 30 years. 6 Estimated Estimated Annual Tax Annual Annual Revenue Annual Hotel Motel Total Tar Adjusted Captured Cumulative Captured Increment Interest Revenue Conference Ctr. Tax Revenues Revenues Year Value($ thousands) Value (S thousands) ($ thousands)* (S thousands)* (S thousands)* (S thousands)* ($ thousands)* 2002 $ - - 2003 10,387 10,387 - - 2004 9,237 19,625 96 0 96 2005 97,480 117,105 176 2 178 2006 41,397 158,501 933 468 1,402 2007 6,860 165,362 1,289 600 1,889 2008 17,618 182,980 1,455 555 - 2,010 2009 69,990 252,970 1,583 25 11 81 1,700 2010 17,221 270,191 2,216 17 66 323 2,621 ° 2011 4,847 275,038 2,367 (3) 66 323 2,751 ° 2012 37,690 312,728 2,409 (35) 66 323 2,762 ° 2013 30,453 343,181 2,739 4 131 323 3,196 " 2014 4,051 347,232 3,006 5 131 323 3,464 ° 2015 5,740 352,972 3,041 6 131 323 3,501 ° 2016 6,306 359,278 3,092 10 131 323 3,555 ° 2017 5,400 364,678 3,147 14 131 323 3,614 ° 2018 5,400 370,078 3,193 20 131 323 3,666 ° 2019 2,520 372,598 3,241 27 131 323 3,722 ° 2020 1,260 373,858 3,263 34 131 323 3,751 ° 2021 - 373,858 3,275 42 131 323 3,770 ° 2022 373,858 3,275 50 131 323 3,778 ° 2023 373,858 3,275 58 131 323 3,786 ° 2024 373,858 3,275 61 131 309 3,776 ° 2025 373,858 3,275 69 131 - 3,474 ° 2026 373,858 3,275 91 131 3,496 ° 2027 373,858 3,275 124 131 3,530 ° 2028 373,858 3,275 186 131 3,591 ° 2029 373,858 3,275 252 131 3,657 ° 2030 373,858 3,275 321 131 3,727 ° 2031 373,858 3,275 396 131 3,801 ° 2032 - 3,275 471 131 3,876 ° Total S 76,541 3,871 2,825 4,905 88,140 • Revenue is shown in fiscal year that it is collected. '2005 Bonds were issued with a premium of $'_45,720. The par amount issued was $9,290,000, with bond proceeds of $9,535,720. "2006 Bonds were issued with a premium of $166,813. The par amount issued was $6,307,749, with bond proceeds of $6,474,562. '2007 Bonds were issued with a premium of $69,796. The par amount issued was $4,111,341, with bond proceeds of $4,181,055. a 2008 Taxable Bonds were issued at a par amount of $11,805,000, with bond proceeds of $ 11,400,000. `2008 Bonds were issued with a premium of $87,709. The par amount issued was $1,943,758, with bond proceeds of $2,031,467. '2009 Bonds were issued with a premium of $27,597. The par amount issued was $961,386, with bond proceeds of $988,983. Based off projected tar rates of City -$0.4464; Couffty-$0.329458; Hospital -$0.12084; acid Water Disrict- $0.00794. Calculation: Incremental value /100 X tax rate X collection rate. 10. The duration of the zone: The duration of the zone is 30 years. 6 City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Finance Plan December 2009 Appendix A 4000M 09M MO.Mew L ---j Mf" f" k AITU CT '11'l'fi7Tt1T�r--V� Appendix A k Up tt L co } 3 x M MH IH[� [ M � - 3L "110imrnrtr City of Lubbock, TX North Overton Tax Increment Financing Reinvestment Zone Fifth Amended Finance Plan December 2009 Appendix B — North Overton TIF Project Costs TIF Expense Phase I Street Reconstruction/resurfacing $ 7,266,431 A/E services, reconstruction, curb and gutter, and rotaries 24,688,000 Rotary Amenities 607,119 A/E services, landscaping, irrigation, lighting, and street furniture 21,893,000 Glenna Goodacre Boulevard 2,486,975 A/E services, replace curb and guttter, and right-of-way acquisition 1,373,000 Glenna Goodacre Boulevard Amenities 2,343,448 A/E services, landscaping, irrigation, lighting, and street furniture $ 38,214,234 Landscaping in the Parkway 6,218,703 A/E services, landscaping, irrigation, lighting, and street furniture Water and Wastewater 3,792,506 Replacement and relocation Electric Utility - underground 1,891,005 Pioneer Park improvements 50,000 Overton Conference Center 11,480,000 Right of Way Acquisition 4,242,450 Phase I TIF Project Cost 40,378,635 Total amount of debt supported by TIF Revenue 40,378,635 Debt service interest expense 24,688,000 Total Phase I TIF Project Cost 65,066,635 Phase II (TIF revenues available after debt is paid) 21,893,000 Total TIF Project Cost 86,959,635 Administrative Cost 1,373,000 Total TIF Cost $ 88,332,635 Bond Issuance July 15, 2003 $ 3,795,000 August 15, 2005 9,290,000 April 15, 2006 6,307,749 August 15, 2007 4,111,341 January 17, 2008 11,805,000 May 23, 2008 1,943,758 April 8, 2009 961,386 Total Bond Issuance $ 38,214,234 Appendix B No Text Project EXHIBIT D — ACC OP (Tracts 32 and 33) LLC: DIRECT CITY PARTICIPATION AND TIF FUNDING "PROJECT 9225411" % Participation Landscaping in the Parkway Softscape Adjacent to Ave. U, Ave. V, Ave. T, and Mac Davis Lane Hardscape (concrete, pavers, irrigation) Adjacent toAve. U, Ave. V, Ave Mac Davis Lane Total Calculation 60% T, and Total estimated cost of landscaping in the parkway City participation at 60% $972,146 $583,287 Cnct Estimate $583,287 $583,287 Developer Particiation Agreement — City of Lubbock & 21 Hundred at Overton Park, Project 92254H 96307749 14 No Text EXHIBIT E — ACC OP (Tracts 32 and 33) LLC: DEVELOPER PARTICIPATION "PROJECT 9225411" Project % Participation Cost Estimate Landscaping in the Parkway Softscape Adjacent to Ave. U, Ave. V, Ave. T, and Mac Davis Lane Hardscape (concrete, pavers, irrigation) Adjacent to Ave. V, Ave. T, & Mac Davis Lane Total Calculation 40% Total estimated cost of landscaping in the parkway $972,146 Developer participation at 40% $388,859 $388,859 $388,859 Developer Particiation Agreement — Cite of Lubbock & 21 Hundred at Overton Park, Project 92254H #6307749 15 No Text EXHIBIT F - DESIGN GUIDELINES Developer Particiation Agreement— City of Lubbock & 21 Hundred at Overton Park, Project 92254H #6307749 No Text tu Lu w OW ;t Olin O 03 Z �W a0 �W Z� Oy 1f.. 4 ,19 c W .m. �a �.. sr � •� s 4 a s i o b .YE' _ � - � n: . - - o� a s i� e o a a u •, • i a � � IS .A a. 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N ca cn n c o c O > a n a aa) '.Qi.) c aO c > N > O a) a) . U ca U a) U = O a) O Q f4 i .Q D1 L a) N a) co () .c a Z' E ca -a c rn a) cn - cn co cn N a) C n v ,y Y N Y x m o O= .� to >+ a) Qi ca C a) > '0 — Q U a) Cl) m ca w. -a $ E_= ca 'cn �- Q a 3 O 0 o C �+ C a) ca ca , 3: cyw.+ to U ~ co "c +>'. O = v > N > a) a) 3 Q m V ca N a) L C Q. V> 3 �_ 4 w ca ca .-. M a 3 �, cn ._ >, a) a) ca Q > o cn O cn �1r a) a t O ca L% a) (A () v ) _ ,a C a) w O U Q L N N .2 > a) i►� D cn ca ca Q) (� H (D u cu) > n a"o E rn -, cn 2 Q Ei Eel Q n a Li Of D D 1 A ■ i �IL��I�L�1:■'11�I�T r rq fO a 1. 3 n N 3 n d f 1 r rq LL H m 2 X LLl C W cn 4= a) C ca N cu a) m 7 U E cu s O M M t M N L L c6 �� .0 C U C Na) O N 'D 7 0 y ca cn C E C E m C COCL O C L p C a) E C N «. 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Lk 0 c4 CU O N = N a) .-, m �) W N o v m N N a '= E a' ca N o Q- m .0 0 0 N a 0 C C O N N a) «, o -a E U v tm ai C .r ca n. o m 0 ca 'o NC_ _ -a U vOi `� N °� r_ O m m co Q 5 in n .S ' N m C a) U O N O C O U a) CO a) N C "a a) X E a) C U a) C_ N N ca N L N .0 N C O L N C a) m a) t O .a C O N C L N C 12 LO O LL. = O ,s= X W (n '2 m c m U) N C t 'C 7 LL N i x_ c C_ Q C a) U a) C_ N m L m U m m c .3 O 0 a) s ca m 0 O m U m O O m C C a) a) t m N 0 0 m a) U m 0 O Al O a) U m G. a) U t N m L L' 0 C. N ca m O L m O m O 0 U CO m C m a) W -a m O O m a) U m O O rDC C a) a) t C O m N m U C 'a O C. O p V L � U O O r C cn E L ca a) C 00 � w C L � 0 C -0 c m 'cn o 42 cn .0 L caC L N a) O O C -0 m t c d 'm .6 O O p N CL O E cn N,C C L tm ' c � C c a) O C .0 rn a) m J E rn .0 a) U m C. N cm N N a) t f -- U C m N U m t c a) m c O tr 'a m I N a) 0 () O O C. >cn rn 0 0 m > 0 m rn -a Y O E a) T -O 0 — L) U p m +-' a) a) O 0 O U CU a) C L O O C- a) O m C N C (n `� N � -p a a) CU cn O a) U m a O .O- c6 L a) > cn a) a) O O) "O L C > Na) O (D to cn C, C C m Q) C C m -a «. U m O m cn a) .m a) ) cuC m m C_ C C C_ L i a) U m cn U a) = N -0 a) C� ca C c Q a) O t �. O a m c "a ,� O U = O U L- a) CL C N N cn -0 -O 0 O O r=-. > C L U "O a) a) cm0 C 0 cu cn C) m p U C O "� cn a) �_ m a) a) m — i cn C to p) "" 0 Or— L O >+ � a) c 0 O 0 3 O U "� N ) C_ O N O N L p O O N L cn > am) m a a a° n m L m U m m c .3 O 0 a) s ca m 0 O m U m O O m C C a) a) t m N 0 0 m a) U m 0 O Al O a) U m G. a) U t N m L L' 0 C. N ca m O L m O m O 0 U CO m C m a) W -a m O O m a) U m O O rDC C a) a) t C O m N m U C 'a O C. O p V L � U O O r C cn E L ca a) C 00 � w C L � 0 C -0 c m 'cn o 42 cn .0 L caC L N a) O O C -0 m t c d 'm .6 O O p N CL O E cn N,C C L tm ' c � C c a) O C .0 rn a) m J E rn .0 a) U m C. N cm N N a) t f -- U C m N U m t c a) m c O tr 'a m I N LL L mow X LU M c a) a W L () U c ca c a) W L 4- c ca a) U C m C a) 6 O L U N a) L T f� a) a v C O C H a) O U) a w Gotm' d c cn W a) .a cn o •Q - O E ` 0 ,O L cn CD m a) � a) cc 0. z V C C O U 3 ca rn N o co c > '> a) L "u cu c 3 c -0 O ca a O fa E :3 fu CO U a) CO c� L U E o E > 3 a) c O L- m L O �- O S L ,_rn C .mac •- 'C a) (n it i w y h c ami X v� > 0 tm C 0 .> C � O X H 3 ami � O cn cu a) � a`Ui .3 cli Cf) �• CO .Q a) 'a C C C U N O 0) cn 0) co ca) .. O O = 'Q to U i 30 i Y 4 A.! Ca C = GC1 'p Q a) N o0. a) J ca o h � ,c -- a) cn . C -O co E• Q O a C c U a) C O C M c6 a) cn ct O N O O a cn a) cn cm o MU -0 -a o 0 q Q i a) x k yp a) CU -0 m 0 O a) m U v o ` vu rna) �a) c O d JC o 0 mS 0) 0 ai �r Q. cn C k U) rnQ — IS a)c_ MCUOa) CCa) ► 0 > Q. N N 4- ca V v7 LU LL +L+ N c Q (/) 3-0 C cC a) C C C C C C U ` 'a a) a :3 c �. � U N O O—. X c c O O) a O N v m a) � N> +. Q 4- -a a) m a) m a) c O U N cn C O Cfl O O Q a) 4' a) ca c L O O Q > (n 'O Z a cn m �O • • • • Q T f� a) a v C O C H a) O U) a w Gotm' d c cn W a) .a cn o •Q - O E ` 0 ,O L cn CD m a) � IN cc 0. z V C C O U 3 ca rn N o co c > '> a) L "u cu c 3 c -0 O ca a O fa E :3 fu CO U a) CO c� L U E o E > 3 a) c O L- m L O �- O S L ,_rn C .mac •- 'C a) (n it i w y h c ami X v� > 0 tm C 0 .> C � O X H 3 ami � O cn cu a) � a`Ui .3 IN LL m 2 w 0 o I O c N r LLIN M m W m L CL W U Z W W � N w 3 Lw x_ aoEn Y ¢ W O N Z W ZL w as ww z CD �= y a 3 Lr) W Y O U I 110 O I Y W 00CD a LJ W m s ir, 3 � o � o � N Y/ cI f^� , CDWZ /w w L ms L w N O CD Z 00 Q EL r CL = WW w Y w Of CL O N N + U u LL m 2 X W o Z I Y �o a r a C: I 3 in Y mm W Z O N N — W Z p W 3 w OJ � L' y H LU /4 dZ 0J n. 3 Q .1 •s �i b s ro w w s yr t ckfw wZ 1 OOJ LU a W s wu RAW Y Q W M Z jO Ln CT, 3 0 0 � C7 O INS) I I Lo � J i in 3 it _ wW Z OJ Y Q W m Z 52, N I0 N LTJ L- 10 iI CA m 0 N C m U fo a� t O) C CD CDL - L) U N LL N F— fo m x W fn N CD U U fo cu N W a) Q I N = O O ° > cu0 rn 0 o aN) ° M_ L 4- O c o M D- a) i c a) U fo �- 'Q .Q '0 3 a) C C N fo ° a 0 O a) c) � E E o` N a) 4' a) 4 N (Q p N N 0U 0 a) > °tM O CfT a) O = c c '-' '" o M a) = cm N E u- c 'E Co M a)O N p ''' p) fo O a) O C t fo -a Q a)°' n O N :O m m c rn a) E p m ..0 O Q X41 U r-� Y a) 3 N (v W r+ 'C tE � Q a) "O 0 0 E O a) 0 U .a m M C m C N co � �>-+ ) N N S O Q C U ,U C N ° N m a)� a cn u> to ami C Q o�> a) j o Q N O c E N -0 a) v 7 a) C O fo p L m 'O fo O C +-' O N O fo U C, C a) � `C Q fro N N a) Q i fo '++ N .- V .0 � C C tM V� U 0 a) = 0 U C N N -a m L ° °� n> n o y+ E 0 `) co o .� a) m.r O °) c c" c •r Q .N o) °o E 3 cc 0 L. > U M � O a) (n U) fo t a) c w a) .r W U '% O v E O E U i C O > f`o N a '0 U a) O fo �' co V_ N a) O N 0 0)> c) p, fo O a) 0 aO' N N Q C fo L- Q C O �O a) = a N fo V 0 C �+ U N � > C Q fo N rr U a C O Y C `p to m w t:in + > N ` a) IN .y O a) Q 0 �+ C i N r .V U r- O .00 fo f17 `� a) .� a) fo � a) = U .r C d 'a L � L a w w U U -C a)cn r— a) C >+ C O j 0 O N ~ fo C V a 0 N +a. 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Y of 3cL a 0 Y o a 0 N 3 W O O 0 Y a w m Z O N w 0 x PRIVACY FENCE - OR WALL STAGGERED EXHIBIT F WHERE USE AND SETBACK PERMITS, CENTER TREE BETWEEN EACH BULB OUT 6'-6' 6'-0' 21'-0' PLANTING WALK BULB OUT SETBACK AREA 8'-0' ZONE PARKING 50'-0' RIGHT OF WAY 6" SETBACK LOW DENSITY B'-O' [ 6'-6' ZONE RESIDENTIAL PARKWAY WALK Section J - Avenue V Mixed Use and Low -Density Residential DESIRED PRIVACY FENCE OR WALL STAGGERED A WHERE USE AND SETBACK PERMITS, -- CENTER TREE BETWEEN EACH BULB OUT no 6' 6" 6'-6" 6'-0' 21'-0' 6'-0' 6'-6" PLANTING WALK BULB OUT I BULB OUT WALK ARL� NG AREA MIXED USE SIDEWALK B'-0' 6'-0" SIDEWALK MIXED USE SETBACK PARKING PARKING ; 50'-0" RIGHT OF WAY SETBACK ZONE ZONE PROPERTY PROPERTY LINE I INF Section K - Avenues W and X and Any New 50 Foot Street Mixed Use Overton Park Public Improvements Site Design Guidelines 31 m E a c a 3 a a N in a) U O Q ? 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H LL M� W 2 X W 0 3 n N 3 n d N N N N N N N M M M M M Q M O O W IL O 2_ -3 Y J c c c c c c c c c c c c 0 0 0.0.0 0 0 0 0 0 0 0 U U U U U U U U U U U U cn cn cn cn cn U) cn cn cn cn cn U) c o U U cn N O ULU }; r.. � C N h N 0 4A N 0 4A r p 40 0 0 i (Ink all � L U N N 2 O U U � �r� Oil Q U C t rn.44 0 U O 0 3 n N 3 n d N N N N N N N M M M M M Q M O O W IL O 2_ -3 Y J c c c c c c c c c c c c 0 0 0.0.0 0 0 0 0 0 0 0 U U U U U U U U U U U U cn cn cn cn cn U) cn cn cn cn cn U) No Text EXHIBIT G — CONSTRUCTION SCHEDULE (To be prepared jointly) Developer Particiation Agreement— City of Lubbock & 21 Hundred at Overton Park, Project 92254H 46307749 No Text EXHIBIT H — PROCEDURES FOR REIMBURSEMENT FROM CITY Landscaping The City of Lubbock will reimburse the developer/owner for a portion of the landscaping in the right-of-way in the TIF District if the following rules and procedures are met. This reimbursement will be as follows: City will reimburse up to the maximum in the developer participation agreement, as provided in Exhibit D of the Agreement to which this Exhibit H is attached. Procedure 1. A developer participation agreement must be executed between the developer/owner and the City of Lubbock. 2. A site plan of the landscaping must be submitted to the City of Lubbock to be reviewed and approved. 3. The developer/owner must provide proof of a bid for the landscaping improvements in the right-of-way: 4. The landscaping in the right-of-way must be bid separately from other items. 5. The developer/owner must provide proof of the completion of the landscaping in the right-of-way and proof of payment. 6. The City of Lubbock reserves the right to inspect the work, with a plan on file. 7. If the plan is changed at any time during construction, the plan must be resubmitted to the City of Lubbock for approval. 8. The developer/owner must submit backup for the reimbursement of the City's portion of the landscaping in the right-of-way in a format that is approved by the City of Lubbock. 9. The City will pay to Developer a maximum of 15% of the total bid for construction management fees. Developer Particiation Agreement— City of Lubbock & 21 Hundred at Overton Park, Project 92254H 96307749 19 No Text EXHIBIT I — INSURANCE REQUIREMENTS The Developer or contractor shall carry and maintain insurance at all times that this Agreement is in effect, at the Developer's sole expense and with an underwriter authorized to do business in the State of Texas and acceptable to the City, against claims of general liability, automobile liability, and workers' compensation resulting from the Developer's or contractor's activities under this Agreement. Any termination, cancellation, or non- renewal of the General Liability insurance coverage, Automobile Liability insurance coverage, and Workers Compensation insurance coverage by the Developer, or contractor shall be a material breach of this Agreement. General Liability Insurance: The Developer or contractor will carry and maintain General Liability Insurance for the protection of the City, naming the City as an additional insured on a primary, not excess basis, with completed operations and XCU endorsement, heavy equipment coverage, and insuring against all claims, losses, costs and expenses arising out of injuries to persons whether or not employed by the Developer or contractor, damage to property whether resulting from acts or omissions, negligence or otherwise of the Developer or contractor or any of its agents, employees, or other persons, and growing out of the construction of the Public Improvements, such policies to provide not less than one million dollars ($1,000,000.00) for Combined Single Limit General Liability Insurance. Automobile Liability Insurance: The Developer or contractor will carry and maintain Automobile Liability Insurance in the amount of five hundred thousand dollars ($500,000.00), naming the City as an additional insured on a primary, not excess basis. Workers' Compensation Insurance: The Developer or contractor shall elect to obtain workers' compensation coverage pursuant to Section 406.002 of the Texas Labor Code. Further, the Developer or contractor shall maintain said coverage throughout the term of this Agreement and shall comply with all provisions of Title 5 of the Texas Labor Code to ensure that the Developer or contractor maintains said coverage. Any termination of workers' compensation insurance coverage by the Developer or contractor or any cancellation or nonrenewal of workers' compensation insurance coverage for the Developer or contractor shall be a material breach of this Agreement. The above policy shall include a waiver of subrogation in favor of the City. Developer Particiation Agreement— City of Lubbock & 21 Hundred at Overton Park, Project 92254H #6307749 19 No Text EXHIBIT J — OVERSIZED IMPROVEMENT CALCULATION Calculation of Oversized Improvements Cost Estimated cost of Right of Way improvements as $ 972,146 required in the North Overton TIF Public Improvement Design Guidelines Estimated cost of typical Right of Way Improvments 97,514 Required in Lubbock Oversized Improvement Cost $ 874,632 De -,eloper Particiation Agreement —City of Lubbock & 21 Hundred at Overton Park, Project 92254H -6307749 20 No Text Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.0.277 CERTIFICATE OF INTERESTED PARTIES FORM 1295 1of1 Complete Nos. 1 - 4 and 6 if there are interested parties. Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties. OFFICE USE ONLY CERTIFICATION OF FILING Certificate Number: 2016-117094 Date Filed: 09/27/2016 Date Acknowledged: 10/07/2016 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. ACC OP (Tracts 32 and 33) LLC Austin , TX United States 2 Name of governmental entity or state agency that is a parry to the contract for which the form is being filed. City of Lubbock 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. 13080 Overton Parkway Public Improvements associated with the developers project in accordance with plans as amended and adopted by the board of directors of the TIF district. 4 Name of Interested Party City, State, Country (place of business) Nature of interest (check applicable) Controlling I Intermediary 5 Check only if there is NO Interested Party. X 6 AFFIDAVIT I swear, or affirm, under penalty of perjury, that the above disclosure is true and correct. Signature of authorized agent of contracting business entity AFFIX NOTARY STAMP / SEAL ABOVE Sworn to and subscribed before me, by the said this the day of 20 , to certify which, witness my hand and seal of office. Signature of officer administering oath Printed name of officer administering oath Title of officer administering oath Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.0.277 No Text CERTIFICATE OF INTERESTED PARTIES FORM 1295 lofl Complete Nos. 1- 4 and 6 if there are interested parties. OFFICE USE ONLY Complete Nos. 1, 2, 3, 5, and 6 if there are no interested parties. CERTIFICATION OF FILING Certificate Number: 1 Name of business entity filing form, and the city, state and country of the business entity's place of business. 2016-117094 ACC OP (Tracts 32 and 33) LLC Austin , TX United States Date Filed: 09/27/2016 2 Name of governmental entity or state agency that is a party to the contract for which the form is being filed. City of Lubbock Date Acknowledged: 3 Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a description of the services, goods, or other property to be provided under the contract. 13080 Overton Parkway Public Improvements associated with the developers project in accordance with plans as amended and adopted by the board of directors of the TIF district. 4 Name of Interested Party Ci ty�State, Count ry (Place of business) Nature of interest (check applicable) Controlling I Intermediary 5 Check only if there is NO Interested Party. 0 6 AFFIDAVIT I swear, or affirm, under penalty of perjury, that the above disclosure is true and correct. a``""""., . LAUREN A. BAYLESS Notary Public, State of Texas .!0,.. .-'4PComm. Expires 02-23-2020 Notary ID 128893615 Sign at a of authorized agent f contracting business entity AFFIX NOTARY STAMP / SEAL ABOVE ���I�(��,,p y �l)l�a'I V`a N � � a-� � `� Y Sworn to and subscribed before me, b the said �^ this the V da ofs���lt' 20_[ (42 , to certify which, witness my hand and seal of office. 6g)&W LaU PUI 2�ss ivc� Signature of officac&istering oath Printed name of officer admini ring oath Title of officer adm' istering oath Forms provided by Texas Ethics Commission www.ethics.state.tx.us version V1.U.2 t t No Text