HomeMy WebLinkAboutResolution - 2009-R0073 - Give Notice Of Intent To Enter Tax Abatement Agreement - Sun-Star Electric LP - 02/26/2009Resolution No. 2009-80073
February 26, 2009
Item No. 5.6
RESOLUTION
WHEREAS, the City Council has determined to give notice of its intent to enter into a
Tax Abatement Agreement with Sun -Star Electric, LP, a Texas limited partnership; and
WHEREAS, V.T.C.A. Tax Code Section 312.2041 requires notice of intent of the City
Council to be given to the presiding officer of the governing body of each taxing unit in which
the property to be subject to the Tax Abatement Agreement is located; NOW
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK-
THAT the City Secretary give notice as set forth in Exhibit "A" of the intention of the
City Council to enter into a Tax Abatement Agreement with Sun -Star Electric, L.P., said notice
to be given to the presiding officers of each governing body of each taxing unit having
jurisdiction in assessing taxes on the property at 7722 34��' Street which is further described as
Tract A, Rolling Plains Addition to the City of Lubbock.
Passed by the City Council this 26th day of February 2009.
TOM MARTIN, MAYOR
ATTEST:
Rebe a Garza, City Secretary
APPR VE A T CONTENT:
U "
Rob Alli ,Assistant City Manager
Devel ment Services
APPROVED AS TO FORM:
/ 3
Linda L. Chamales
Economic Development Attorney
Resolution No. 2009-ROO73
EXHIBIT "A"
NOTICE OF INTENT OF THE CITY COUNCIL
OF THE CITY OF LUBBOCK TO ENTER INTO AN
AGREEMENT TO ABATE TAXES ON REAL PROPERTY
IMPROVEMENTS LOCATED AT 7722 34TH STREET WHICH IS FURTHER
DESCRIBED AS TRACT A, ROLLING PLAINS ADDITION TO THE CITY OF
LUBBOCK
Notice is hereby given that the City Council of the City of Lubbock intends to
enter into an Agreement with Sun -Star Electric, LP to abate taxes on improvements to
real property located within the Sun -Star Reinvestment Zone created by Ordinance No.
2009-00010 and covering all of the subject property.
Notice is further given that the City Council of the City of Lubbock will
consider authorizing the Mayor of the City to execute a contract between the City and
Sun -Star Electric, LP for tax abatement, a draft copy of said Agreement is attached to
this notice as Exhibit "A-1" and made a part hereof for all purposes.
Notice is further given that the City Council will consider this matter at its
meeting held in the City Council Chamber, City Hall, 1625 13`h Street, City of
Lubbock, on the 5th day of March 2009, at approximately 9:30 o'clock a.m.
Exhibit "A -t"
AGREEMENT
STATE OF TEXAS §
COUNTY OF LUBBOCK §
Resolution No. 2009-R0073
This Agreement made this day of , 2009, by and
between the City of Lubbock, Texas, a home rule municipality of the State of Texas
(hereinafter called "City"), and Sun -Star Electric, LP., a Texas limited partnership
(hereinafter called "Company");
WITNESSETH:
WHEREAS, City received from Company on the 24th day of December, 2008 an
application for tax abatement for improvements to real property and tangible personal
property at 7722 30' Street, Tract A, Rolling Plains Addition to the City of Lubbock,
Lubbock County, Texas which is further described in Exhibit "A"; and
WHEREAS, upon review of the above application it was determined that the
facility and real property is located in the Reinvestment Zone designated by the City in
Ordinance No. 2009-00010 covering the above described property; and
WHEREAS, the Guidelines and Criteria Governing Tax Abatement For Industrial
Projects in the City of Lubbock was adopted by Resolution No. 2007-RO514 of the City
Council of the City of Lubbock. A copy of the Guidelines and Criteria Governing Tax
Abatement for Industrial Projects in the City of Lubbock is attached as Exhibit "B" and
incorporated herein as if fully set forth; and
WHEREAS, the City complied with all the requirements set forth in V.T.C.A.,
Tax Code, Section 312.201; and
WHEREAS, the City complied with all the criteria and guidelines as set forth in
the Guidelines and Criteria Governing Tax Abatement for Industrial Projects in the City
of Lubbock; and
WHEREAS, the City passed Ordinance No. 2009-00010 creating a reinvestment
zone for commercial and industrial tax abatement, said zone including the area which is
described in the attached Exhibit "A"; and
WHEREAS, the application received by City from Company is an application for
the expansion and modernization of an existing facility; and
AGREEMENT - SUN -STAR ELECTRIC PAGE 1
WHEREAS, V.A.T.C., Tax Code, Sec. 312.002 specifically states that such a
purpose is to be included in the guidelines for tax abatement and to be eligible for such
treatment; and
WHEREAS, Section IV of the Guidelines and Criteria governing Tax Abatement
for Industrial Projects in the City of Lubbock recognizes expansion and modernization of
an existing facility as being eligible for tax abatement status; and
WHEREAS, the City Council does hereby find that all of the Guidelines and
Criteria Governing Tax Abatement, as adopted by Resolution No. 2007-80514 have been
met by Company; and
WHEREAS, the location of the facility and surrounding real property, which are
to be the subject matter of this Agreement, are attached hereto as Exhibit "A" and made a
part of this Agreement for all purposes; and
NOW THEREFORE, for and in consideration of the premises and of the mutual
terms, covenants and conditions herein contained the City and Company do hereby agree
as follows:
SECTION 1. Term. This Agreement shall commence January 1 of the tax year
after the required improvements are substantially completed and shall expire and be of no
further force and effect five (5) years after such date.
SECTION 2. Base Year. The base year applicable to real property, which is the
subject of this Agreement, shall be 2009, and the assessed value of the real property shall
be the assessed value applicable to such property for said year.
SECTION 3. Base Year Taxes. The taxes upon the real property shall be paid in
accordance with the assessed value of such property for the base year. Base year taxes
upon the real property are thus not abated.
SECTION 4. Abatement of Increase in Base Year Tax. In accordance with
V.A.T.C., Tax Code, Section 312.204 real property taxes applicable to the real property
subject to this Agreement shall be abated only to the extent the value for any given year
within the term of this Agreement exceeds the base year taxes.
SECTION 5. Property Ineligible for Tax Abatement. The property described and
set forth in Section IV(6) of the Guidelines and Criteria Governing Tax Abatement for
Industrial Projects in the City of Lubbock (Exhibit "B") is incorporated by reference
herein as if fully set out in this Agreement and fully describes the property ineligible for
tax abatement.
SECTION 6. Exemption from Tax. The City covenants and agrees to exempt
from taxation, in accordance with Section 4 above, the following properties:
AGREEMENT — SUN -STAR ELECTRIC PAGE 2
(a) All proposed new improvements to be placed upon the property which is
described in Exhibit "A".
(b) All eligible tangible personal property, owned by Company, placed in or
upon the property set forth in Exhibit "A", which does not include any
equipment and personal property owned by Company and already located
in an existing facility.
(c) It is further understood that all items affixed to the new improvements
placed upon the real property identified in Exhibit "A", including
machinery and equipment shall be considered part of the real property
improvement and taxes thereon shall be abated in accordance with the
provisions of subparagraph (a) above set forth.
SECTION 7. Economic Qualifications. Company agrees to expend funds
necessary to qualify for tax abatement by expanding and modernizing an existing facility,
as set forth in Section IV(3)(b) of the Guidelines and Criteria Governing Tax Abatement
for Industrial Projects in the City of Lubbock (Exhibit "B") on the property described in
Exhibit "A". A description of the kind, number and location of all proposed
improvements is attached in Company's application, Exhibit "C" and incorporated herein
as if fully set forth.
SECTION S Job Creation Oualifications. It is hereby found by the City that
Company will create and retain 15 new full-time permanent positions within one year of
completion of improvements. A description of the number and location of all proposed
jobs is attached in Company application, Exhibit "C" and incorporated herein as if fully
set forth.
SECTION 9. Value of Improvements. In accordance with V.A.T.C., Tax Code,
Section 312.204(a), which requires the fawner of the property to make specific
improvements or repairs to the property in order to be eligible for tax abatement,
Company will expend one million two hundred thousand ($1,200,000) for the expansion
and modernization of an existing facility and seven hundred and sixty thousand
($760,000) on new equipment to be located within the reinvestment zone created by
Ordinance No. 2009-00010.
SECTION 10. City Access to Property. Company covenants and agrees that City
shall have access to the property, which is the subject matter of this Agreement, upon
reasonable notice and during normal business hours, and that municipal employees shall
be able to inspect the property and documents necessary to insure compliance with the
terms and conditions of Company's application for tax abatement, attached as Exhibit
"C", and this Agreement.
SECTION 11. Portion of Tax Abated. City agrees, during the term of this
Agreement, to abate taxes on eligible property according to the following schedule.
AGREEMENT — SUN -STAR ELECTRIC PAGE 3
Year 1:
100%
Year 2:
80%
Year 3:
60%
Year 4:
40%
Year 5:
20%
SECTION 12. Type of Improvements. Company proposes to expand and
modernize an existing facility as described in Exhibit "C". Company further states that
the proposed improvements to the property above mentioned shall commence on the I"
day of January, 2009, and shall be completed within approximately four (4) months from
said date. Company may request an extension of the above date from City in the event
circumstances beyond the control of Company necessitate additional time for completion
of such improvements and such consent shall not unreasonably be withheld. Company
shall provide a copy of the certificate of occupancy or other proof of completion within
ten days of completion of improvements.
SECTION 13. Limitation on Use. Company agrees to Iimit the use of the
property set forth in Exhibit "A" to commercial and/or industrial uses as those terms are
defined in the zoning ordinances of the City of Lubbock and to limit the uses of the
property to uses consistent with the general purpose of encouraging development of the
enterprise zone during the term of this agreement.
SECTION 14. Recapture. Company agrees to be bound by and comply with all
the terms and provisions for recapture of abated taxes in the event of default by Company
pursuant to law and as set forth in Guidelines and Criteria for Tax Abatement in Exhibit
44B•'7
SECTION 15. Certification. Company agrees to certify annually in writing to the
governing body of each taxing unit that the owner is in compliance with the terms of the
Agreement.
SECTION 16. Compliance. The City may cancel or modify this Agreement if
Company fails to comply with the Agreement.
SECTION 17. Notices. Notices required to be given by this Agreement shall be
mailed, certified mail return receipt requested, to the following addresses:
CITY OF LUBBOCK
Assistant City Manager
Development Services
P.O. Box 2000
Lubbock, Texas 79457
SUN -STAR ELECTRIC, LP.
Jim C. Rice
772234th Street
Lubbock, TX 79407
Phone: 806.793.2812
Fax: 806.793.1989
AGREEMENT — SUN -STAR ELECTRIC PAGE 4
SECTION 18. Effective Date. Notwithstanding anything contained herein to the
contrary, this Agreement shall not be effective until such time as it has been finally
passed and approved by the City Council.
EXECUTED this
SUN -STAR ELECTRIC, LP.
JIM C. RICE
Title
day of , 2009.
CITY OF LUBBOCK
A Municipal Corporation
TOM MARTIN, MAYOR
ATTEST:
Rebecca Garza
City Secretary
Exhibit Only
Do Not Execute APPROVED AS TO CONTENT:
Rob Allison, Assistant City Manager
Development Services
APPROVED AS TO FORM:
Linda L. Chamales, Economic
Development Attorney
lc: cityatt/Lindarrax Abatement Agreement -Sun Star
February 10, 2009
AGREEMENT — SUN -STAR ELECTRIC PAGE 5