11-21-2002 (City Council) Agenda Packet NOTICE OF MEETING
WYLIE CITY COUNCIL AGENDA
Thursday, November 21, 2002
6:00 p.m.
Wylie Municipal Complex—Council Chambers/Council Conference Room
2000 State Highway 78 North
Wylie,Texas 75098
Action Taken
INVOCATION FUDGE OF ALLEGIANCE
TiZENS PARTT `ATION
INDIVIDUAL CONSIDERATION
1. Hold a public hearing to allow the public presentation of evidence for or against the creation of
Reinvestment Zone No. 5.
2. Consider and act upon issues surrounding the creation of Reinvestment Zone No. 5 and the approval of
a Tax Abatement Agreement between the City of Wylie and Home Depot,U.S.A.,Inc.
WORK SESSION
• Discussion of Collin County Bond Elections
In accordance with Chapter 551,Government Code,Vernon's Texas Code Annotated(Open Meeting Act),
Section 551.071Consultation with Attorney, regarding pending or contemplated litigation; or a settlement
offer with Wylie Police Department.
RECONVENE INTO OPEN MEETING
Take any action as a result of the Executive Session.
ADJOURNMENT
In addition to any specifically identified Executive Sessions, Council may convene into Executive Session
at any point during the open meeting to discuss any item posted on this agenda The Open Meetings Act
provides specific exceptions that require that a meeting be open. Should Council elect to convene into
Executive Session,those exceptions will be specifically identified and announced. Any subsequent action,
as a result of this Executive Session,will be taken and recorded in open session.
I certify that this Notice of Meeting was posted on this_day of ,2002 at 5:00 p.m.as
required by law in accordance with Section 551.042 of the Texas Government Code and that the appropriate
news media contacted. As a courtesy, this agenda is also posted to the City of Wylie Website at
www.ci.wylie.tx.us
City Secretary Date Notice Removed
The Wylie Municipal Complex is Wheelchair accessible. Sign interpretation or other special assistance for
disabled attendees must be requested 48 hours in advance by contacting the City Secretary's office at
972/442-8100 or TD 972/442-8170.
Page 1 of 1
2. Hold a Public Hearing to consider and act upon an Ordinance changing TXU Gas Distribution's Rates
and Charges.
3. Hold a Public Hearing to consider and act upon a change in zoning from Single-Family 8.5/17 (SF-
8.5/17)to Townhouse(TH),located at 413,415,417,and 419 N. Jackson Avenue, being Lots 2B,2C,2D
and 2E,Block 3 out of the Russell Addition, situated in the S.B. Shelby Survey,Abstract No. 820, City
of Wylie,Collin County,Texas. (Zoning Case 2002-16)
4. Hold a Public Hearing to consider and act upon a change in zoning from Agriculture (A) to Single-
Family 10/19 (SF-10/19), located west of F.M. 544 and south of the Stoneridge Farms Addition, being
all of a 45.07 acre tract of land as described in a deed to William L. Collins recorded in Volume 309,
Page 285,Deed Records of Collin County, Texas,situated in the A. Atterbury Survey,Abstract No. 23,
City of Wylie,Collin County,Texas. (Zoning Case 2002-17)
5. Hold a Public Hearing to consider and act upon a change in zoning from Agriculture (A) to Planned
Development (PD) for mixed uses, including commercial and residential of various densities and
housing types. Generally located south of F.M. 544 and west of Country Club Drive, being three
separate parcels totaling 157.2888 acres, Parcel 1 being a 37.3823 acre tract of land situated in the
I&GN Railroad Company Survey,Abstract No. 1061 and L.K.Peguee Survey,Abstract No. 703,Parcel
2 being a 68.3705 acre tract of land situated in the L.K.Pegues Survey,Abstract No. 703,and Parcel 3
being a 51.5360 acre tract of land situated in the W.M. Sachse Survey,Abstract No.835, City of Wylie,
Collin County,Texas. (Zoning Case 2002-18)
6. Hold a Public Hearing to consider and act upon a change in zoning to amend the Conditions for
Development of Bozeman Farms Planned Development District (PD 2002-21) for Single-Family
Residential and Village Center Mixed Uses to allow Day Care uses within the Single-Family Residential
areas without SUP approval and to eliminate the front garage offset from the facade of house. PD
2002-21 is a 475.80 acre tract generally located south of Stone Road and east of FM 544. (Zoning Case
2002-19)
7. Consider and act upon an Ordinance annexing all of a certain 48.643 tract of land out of the Mercer
Phalen Survey, Abstract 695, Collin County, Texas, and generally located north of the proposed
extension of Park Blvd and west of Parker Road.
OVVIREASINYVISOMMRIMMUCESMSSOIONAMENameninigoismi
.................
MAKTROMMEMiilfiginfigegiaiiiiiiiiifingniiiiiiiiiiiiiiigiSiiiiiiiiiiiiiiiiiiiiiiiangiBMESENiiiiiiiiiiiniEMERESE
In addition to any specifically identified Executive Sessions, Council may convene into Executive Session at any point during the open
meeting to discuss any item posted on this agenda. The Open Meetings Act provides specific exceptions that require that a meeting be open.
Should Council elect to convene into Executive Session, those exceptions will be specifically identified and announced. Any subsequent
action,as a result of this Executive Session,will be taken and recorded in open session.
I certify that this No 'ce of Meeting was posted on this day of ,2002 at 5:00 p.m. as required
by law in acc1 i , • with Section 551.042 of the Texas Government Code and that the appropriate news media
contad. ,:- r esy,this agenda is also posted to the City of Wylie Website at www.ci.wvlie.tx.us
•
• .ry
i�� Date Notice Removed
se ,unici•.1 : plex is Wheelchair accessible. Sign interpretation or other special assistance for disabled attendees
mus se requested 48 hours in advance by contacting the City Secretary's office at 972/442-8100 or TD 972/442-8170.
Page 2 of 2
NOTICE OF MEETING - ADDENDUM
WYLIE CITY COUNCIL AGENDA
Thursday, November 21, 2002
6:00 p.m.
Wylie Municipal Complex—Council Chambers/Council Conference Room
2000 State Highway 78 North
Wylie,Texas 75098
Action Taken
In addition to the previously posted City Council Agenda for Thursday, November 21, 2002, the
following item is hereby added:
InaMenSSIMMENEMMENEMEMENEMBEEMEMBER
In accordance with Chapter 551, Government Code,Vernon's Texas Code Annotated(Open Meeting Act),
Section 551.074 Personnel Matters, Municipal Court Personnel; to deliberate the appointment,
employment,evaluation,reassignment,duties,discipline,or dismissal of a public officer or employee.
INCONVONOISMONSWITINCEMEMENNEWIMMINSIMENNEE
Take any action as a result of the Executive Session.
I certify that this Notice of Meeting was posted on this J�day of // , 2002 at 5:00 p.m. as
required by law in accordance with Section 551.042 of the Texas Government Code and that the appropriate
news media contacted. As a courtesy, this agenda is also posted to the City of Wylie Website at
www.ci.wvlie.tx.0
AD ,r'
i7, ,
411
Date Notice Removed
- Wylie M ' ipal Complex is Wheelchair accessible. Sign interpretation or other special assistance for
dis.: -, .--ndees must be requested 48 hours in advance by contacting the City Secretary's office at
972/442-8100 or TD 972/442-8170.
Page 2 of 2
WYLIE CITY COUNCIL
AGENDA ITEM NO. ( .
November 21, 2002
Issue
Hold a public hearing to allow the public presentation of evidence for or against the
creation of Reinvestment Zone No. 5.
Background
City of Wylie and Wylie Economic Development Corporation (WEDC) staff have been
working with Home Depot, U.S.A., Inc. representatives to develop a tax abatement
package to assist with the expansion of Home Depot's Wylie operations. In order to offer
a tax abatement to any business entity, the lead taxing entity(the City of Wylie)must first
create a reinvestment zone. A reinvestment zone may be almost any shape or size.
However, such zone must be contiguous and must include some portion of the earth's
surface. The designation of the reinvestment zone must be preceded by a public hearing to
allow any interested person to speak and present evidence for or against the designation of
the reinvestment zone. Seven days written notice of the hearing must be given to the
presiding officer of each other taxing unit that has taxing jurisdiction over real property
within the zone. Notice of the hearing must also be published at least seven days before
the hearing in a newspaper of general circulation in the city. The above notification
requirements have been met.
At the public hearing on the reinvestment zone, the City of Wylie City Council must make
several findings. First, the City Council must find that the improvements sought are
feasible and will be of benefit to the zone after the expiration of the subsequent abatement
agreement. Additionally, the City Council must find that the designation of the zone is
reasonably likely to contribute to the retention or expansion of primary employment or
attract major investment in the zone.
If the zone designation is approved, the designation lasts for five years and may be
renewed for successive periods of up to five years. The term of the tax abatement
agreement may continue for up to ten years, even if the reinvestment zone is not renewed
after the initial five year term.
Financial Considerations
N/A
Other Considerations
N/A
Board/Commission Recommendation
N/A
Staff Recommendation
Staff recommends that the Wylie City Council hold a public hearing to allow for the public
presentation of evidence for or against the designation of Reinvest Zone No. 5 in
anticipation of consideration of a tax abatement agreement between the City of Wylie and
Home Depot,U.S.A., Inc.
Attachment
Property Description, Home Depot, U.S.A., Inc.
Reinvestment Zone No. 5 Ordinance
Prepared by evie e by mance City Mana pproval
PROPERTY DESCRIPTION
Lot 3, Block A,
The Greenway Addition
BEING all that certain lot, tract or parcel of land located in the E. C. Davidson Survey,
City of Wylie, Collin County, Texas, and being a portion of that certain called 49.7438
acre tract of land conveyed to John P. Pennington Investments, Inc, according to the deed
filed for record in Volume 2893, Page 788 of the Deed Records of Collin County, Texas,
and being more particularly described by metes and bounds as follows:
BEGINNING at a 1/2 inch iron rod set with a cap stamped "Pate Engrs.", said iron rod
being on the Northwesterly right-of-way line of the Atchison, Topeka and Santa Fe
Railroad right-of-way (a 150 foot wide right-of-way), said iron rod also being the
Southwest corner of that certain tract of land conveyed to Hardcast, Inc, and described as
Tract 1 in the deed filed for record in Volume 2646, Page 156, Deed Records, Collin
County, Texas;
THENCE South 52 deg. 15 min. 30 sec. West, along the Northwesterly right-of-way line
of said railroad, a distance of 702.98 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
THENCE North 37 deg. 44 min. 30 sec. West, departing the Northwesterly right-of-way
line of said railroad, a distance of 59.26 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
THENCE North 85 deg. 26 min. 00 sec. West, a distance of 279.24 feet,to a 1/2 inch iron
rod set with a cap stamped `Pate Engrs.", said iron rod being on the East right-of-way line
of Westgate Way(a 65 foot wide right-of-way);
THENCE North 04 deg. 34 min. 00 sec. East, along the East right-of-way line of said
Westgate Way, a distance of 339.46 feet, to a 5/8 inch iron rod found with a cap, said iron
rod being the beginning of a curve to the left having a radius of 357.50 feet;
THENCE continuing along the East right-of-way line of said Westgate Way and in a
Northwesterly direction and along said curve to the left having a central angle of 25 deg.
41 min. 15 sec., an arc length of 160.28 feet, said curve also having a long chord which
bears North 08 deg. 16 min. 37 sec. West, 158.94 feet, to a 1/2 inch iron rod set with a
cap stamped `Pate Engrs.";
THENCE North 64 deg. 33 min. 30 sec. East, departing the East right-of-way line of said
Westgate Way, a distance of 41.03 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
THENCE North 32 deg. 00 min. 57 sec. East, a distance of 311.54 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.';
THENCE South 87 deg. 45 min. 43 sec. East, a distance of 155.97 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 57 deg. 59 min. 03 sec. East, a distance of 166.96 feet,to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 87 deg. 45 min. 43 sec. East, a distance of 130.26 feet, to a 1/2 inch iron
rod set with a cap stamped "Pate Engrs.";
THENCE South 57 deg. 59 min. 02 sec. East, a distance of 229.90 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE North 02 deg. 22 min. 01 sec. East, a distance of 79.31 feet, to a 5/8 inch iron
rod found for the most Westerly Southwest corner of the aforementioned Hardcast, Inc.,
Tract 1;
THENCE South 87 deg. 32 min. 59 sec. East, a distance of 50.32 feet, to a 5/8 inch iron
rod found for an ell corner in the West boundary line of said Hardcast, Inc., Tract 1;
THENCE South 02 deg. 30 min. 15 sec. West, a distance of 272.02 feet, to the POINT
OF BEGINNING and containing 11.5530 acres(503,247 square feet)of land.
PROPERTY DESCRIPTION
Lot 3, Block A,
The Greenway Addition
BEING all that certain lot, tract or parcel of land located in the E. C. Davidson Survey,
City of Wylie, Collin County, Texas, and being a portion of that certain called 49.7438
acre tract of land conveyed to John P. Pennington Investments, Inc, according to the deed
filed for record in Volume 2893, Page 788 of the Deed Records of Collin County, Texas,
and being more particularly described by metes and bounds as follows:
BEGINNING at a 1/2 inch iron rod set with a cap stamped "Pate Engrs.", said iron rod
being on the Northwesterly right-of-way line of the Atchison, Topeka and Santa Fe
Railroad right-of-way (a 150 foot wide right-of-way), said iron rod also being the
Southwest corner of that certain tract of land conveyed to Hardcast, Inc, and described as
Tract 1 in the deed filed for record in Volume 2646, Page 156, Deed Records, Collin
County, Texas;
THENCE South 52 deg. 15 min. 30 sec. West, along the Northwesterly right-of-way line
of said railroad, a distance of 702.98 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
THENCE North 37 deg. 44 min. 30 sec. West, departing the Northwesterly right-of-way
line of said railroad, a distance of 59.26 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
THENCE North 85 deg. 26 min. 00 sec. West, a distance of 279.24 feet, to a 1/2 inch iron
rod set with a cap stamped "Pate Engrs.", said iron rod being on the East right-of-way
line of Westgate Way(a 65 foot wide right-of-way);
THENCE North 04 deg. 34 min. 00 sec. East, along the East right-of-way line of said
Westgate Way, a distance of 339.46 feet, to a 5/8 inch iron rod found with a cap, said iron
rod being the beginning of a curve to the left having a radius of 357.50 feet;
THENCE continuing along the East right-of-way line of said Westgate Way and in a
Northwesterly direction and along said curve to the left having a central angle of 25 deg.
41 min. 15 sec., an arc length of 160.28 feet, said curve also having a long chord which
bears North 08 deg. 16 min. 37 sec. West, 158.94 feet, to a 1/2 inch iron rod set with a
cap stamped "Pate Engrs.";
THENCE North 64 deg. 33 min. 30 sec. East, departing the East right-of-way line of said
Westgate Way, a distance of 41.03 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
THENCE North 32 deg. 00 min. 57 sec. East, a distance of 311.54 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 87 deg. 45 min. 43 sec. East, a distance of 155.97 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 57 deg. 59 min. 03 sec. East, a distance of 166.96 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 87 deg. 45 min. 43 sec. East, a distance of 130.26 feet, to a 1/2 inch iron
rod set with a cap stamped "Pate Engrs.";
THENCE South 57 deg. 59 min. 02 sec. East, a distance of 229.90 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE North 02 deg. 22 min. 01 sec. East, a distance of 79.31 feet, to a 5/8 inch iron
rod found for the most Westerly Southwest corner of the aforementioned Hardcast, Inc.,
Tract 1;
THENCE South 87 deg. 32 min. 59 sec. East, a distance of 50.32 feet, to a 5/8 inch iron
rod found for an ell corner in the West boundary line of said Hardcast, Inc., Tract 1;
THENCE South 02 deg. 30 min. 15 sec. West, a distance of 272.02 feet, to the POINT
OF BEGINNING and containing 11.5530 acres (503,247 square feet) of land.
ORDINANCE NO.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
WYLIE, COLLIN COUNTY, TEXAS, DESIGNATING
REINVESTMENT ZONE NO. 5; PROVIDING ELIGIBILITY OF
THE ZONE FOR TAX ABATEMENT; CONTAINING FINDINGS
THAT THE AREA QUALIFIES TO BE DESIGNATED AS A
REINVESTMENT ZONE AND THE IMPROVEMENTS SOUGHT
ARE FEASIBLE AND PRACTICABLE AND OF BENEFIT TO
THE LAND AND THE CITY; PROVIDING FOR A
SEVERABILITY CLAUSE; PROVIDING FOR A REPEALING
CLAUSE; AND PROVIDING FOR THE EFFECTIVE DATE OF
SAID ORDINANCE.
WHEREAS, the City Council of the City of Wylie, Texas, has caused notice to be
published in a newspaper having general circulation the City of Wylie and has delivered
such notice to the presiding officer of the governing body of each taxing unit that
includes in its boundaries real property described herein; and
WHEREAS, the City Council of the City of Wylie, Texas, has conducted a public
hearing on the designation of the area described herein as a reinvestment zone; and
WHEREAS, the proposed Tax Abatement Agreement by and among the City of Wylie,
Texas and Home Depot, U.S.A., Inc., a Deleware Corporation, attached hereto as Exhibit
"A," has been presented to the City Council; and the City Council is of the opinion and
finds that the terms and conditions thereof should be approved and that the Mayor should
be authorized to execute the Agreement on behalf of the City of Wylie, Texas.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF WYLIE, COLLIN COUNTY,TEXAS:
SECTION 1. That the City Council of the City of Wylie, Texas, finds that the
area described herein will, if designated as a reinvestment zone, be reasonably likely to
contribute to the retention or expansion of primary employment, or to attract major
investment in the zone that will be of benefit to the property and contribute to the
economic development of the City. The City Council further finds that the improvements
sought are feasible and practicable and will be of benefit to the land to be included in the
zone and to the City after the expiration of the tax abatement agreement.
SECTION 2. That pursuant to the provisions of Section 312.201 of the Texas
Tax Code, the real property described in the Tax Abatement Agreement attached hereto
as Exhibit "A" and made part hereof for all purposes is hereby designated as a
reinvestment zone and for identification is assigned the name "Reinvestment Zone No.
5."
SECTION 3. That the property within Reinvestment Zone No. 5 is eligible for
tax abatement effective on January 1, 2003, and for a period of ten (10) years.
SECTION 4. The Agreement attached hereto as Exhibit "A" having been
reviewed by the City Council and found to be acceptable and in the best interest of the
City and its citizens, is hereby approved, and the Mayor is hereby authorized to execute
the Agreement on behalf of the City of Wylie, Texas.
SECTION 5. That should any word, sentence, paragraph, subdivision, clause,
phrase or section of this ordinance, or the Code of Ordinances, as amended hereby, be
adjudged or held to be void or unconstitutional, the same shall not affect the validity of
the remaining portions of said ordinance or the Code of Ordinances, as amended hereby,
which shall remain in full force and effect.
SECTION 6. That all ordinances of the City of Wylie, Texas, in conflict with the
provisions of this ordinance shall be, and the same hereby, repealed; however, that all
other provisions of said ordinances not in conflict herewith shall remain in full force and
effect.
SECTION 7. That this ordinance shall take effect immediately from and after its
passage in accordance with the provisions of the Charter of the City of Wylie, Texas, and
it is accordingly so ordained.
DULY PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF
WYLIE, COLLIN COUNTY, TEXAS, ON THIS THE 21st DAY OF NOVEMBER,
2002.
EXHIBIT "A"
TAX ABATEMENT AGREEMENT
This Tax Abatement Agreement (the "AGREEMENT") is entered into by and
among the City of Wylie, Texas (the "CITY"), a home rule city and municipal
corporation of Collin County, Texas, duly acting herein by and through its mayor, and
Home Depot U.S.A., Inc. ("HOME DEPOT"), a Delaware corporation, duly acting by
and through its herein.
WHEREAS, on November 21, 2002 the City Council of the CITY, passed
Ordinance No. (the "ORDINANCE") establishing Reinvestment Zone
No. 5 (the "ZONE"), for tax abatement, as authorized by the Property Redevelopment
and Tax Abatement Act, Chapter 312 of the Texas Tax Code, as amended (the "ACT");
and
WHEREAS, the CITY has adopted by Resolution No. 2002-10(R) City of Wylie
Economic Development Incentives Guidelines and Criteria (the "GUIDELINES AND
CRITERIA"), attached hereto as Exhibit "A", governing tax abatement agreements to be
entered into by the CITY as contemplated by the ACT, and
WHEREAS, the CITY has concluded and hereby finds that the GUIDELINES
AND CRITERIA contain appropriate guidelines and criteria governing tax abatement
agreements to be entered into by the CITY as contemplated by the ACT; and
WHEREAS, the above-referenced-resolution states that the CITY elects to be
eligible to participate in tax abatement; and
WHEREAS, the CITY wishes to maintain and enhance the economic and
employment base of the Wylie area for the long-term interest and benefit of the CITY in
accordance with the Ordinance and the ACT, and
WHEREAS, the CITY has concluded and hereby finds that the HOME DEPOT
IMPROVEMENTS described herein will create permanent new jobs and investment in
the CITY; and
WHEREAS, the CITY has concluded and hereby finds that the contemplated use
of and IMPROVEMENTS to the PREMISES (hereinafter defined), and other terms
hereof, are consistent with encouraging development of the ZONE in accordance with
the purposes for its creation and in compliance with the GUIDELINES AND
CRITERIA, the ORDINANCE and similar guidelines and criteria adopted by the
CITY, the ACT and all other applicable laws; and
Tax Abatement Agreement - 1
WHEREAS, the CITY has concluded and hereby finds that the contemplated
improvements sought are feasible and practicable and will be of benefit to the land to be
included in the ZONE and to the CITY after expiration of this AGREEMENT; and
WHEREAS, a copy of this AGREEMENT has been furnished, in manner
prescribed by the ACT, to the presiding officers of the governing bodies of each of the
taxing units in which the PREMISES is located; and
WHEREAS, the CITY desires to enter into an AGREEMENT with HOME
DEPOT which, subject to the terms of that certain Purchase Agreement (the
"PURCHASE AGREEMENT") dated August 20, 2002 between HOME DEPOT and
Greenway-Wylie L.P., will be the owners of the PREMISES (defined below) within the
ZONE for the abatement of taxes pursuant to Chapter 312 of the ACT, as amended;
NOW, THEREFORE, the parties to this AGREEMENT do mutually agree as
follows:
GENERAL PROVISIONS
1. HOME DEPOT represents that, subject to the terms of the PURCHASE
AGREEMENT, it will own the real property described in Exhibit "B" attached hereto
and made part hereof for all purposes (as further described in Paragraph 6.A. below, the
PREMISES), on or about November 22, 2002. HOME DEPOT will be the owner of
tangible personal property that will be located on the PREMISES. This AGREEMENT
is null and void if the IMPROVEMENTS are not substantially complete by March 1,
2004, subject to Force Majuere.
TAX ABATEMENT AUTHORIZED
2. This AGREEMENT is authorized by the ACT, and in accordance with the
GUIDELINES AND CRITERIA, as approved by resolution of the City Council of the
CITY authorizing the execution of this AGREEMENT.
3. Subject to the terms and conditions of this AGREEMENT, the CITY hereby
grants HOME DEPOT an abatement of ad valorem taxation on the PREMISES
(including the IMPROVEMENTS) and further grants to HOME DEPOT an abatement
of ad valorem taxation for the TANGIBLE PERSONAL PROPERTY (hereinafter
defined) to be located on the PREMISES for a period of ten (10) years in accordance
with the schedule described below. The actual percentage of taxes subject to abatement
for each year of this AGREEMENT will apply only to the portion of ASSESSED
VALUE (hereinafter defined) of the real property that exceeds the unimproved property's
taxable value for the BASE YEAR 2002 (hereinafter defined). The tax abatement
agreement for TANGIBLE PERSONAL PROPERTY will only apply to the
TAXABLE VALUE of personal property added to the PREMISES after the BASE
YEAR 2002.
Tax Abatement Agreement- 2
Year Percentage of Abatement
2004 100%
2005 100%
2006 100%
2007 100%
2008 100%
2009 100%
2010 100%
2011 100%
2012 100%
2013 100%
4. The time periods above are subject to adjustments based on any adjustment of the
FIRST YEAR OF TAX ABATEMENT to other than 2004 pursuant to Paragraph 6D
below.
5. The period of tax abatement herein authorized shall be ten (10) years, beginning
the FIRST YEAR OF TAX ABATEMENT (hereinafter defined).
6. During the period of tax abatement herein authorized, HOME DEPOT shall be
subject to all City taxation not abated, including but not limited to, sales tax, personal
property taxes of inventory, and, to the extent not abated hereby, ad valorem taxation on
land (i.e., based on the BASE YEAR ASSESSED VALUE).
DEFINITIONS
7. Wherever used in this AGREEMENT, the following terms shall have the
meanings ascribed to them:
A. The PREMISES shall mean the real property described in Exhibit
"B" attached hereto and incorporated herein for all purposes including any
IMPROVEMENTS and TANGIBLE PERSONAL PROPERTY, which is
added to the property subsequent to the BASE YEAR;
B. The IMPROVEMENTS shall mean the improvements located on
the PREMISES and as further described herein, including but not limited to
buildings and structures added to the property;
C. The BASE YEAR shall mean 2002;
D. The FIRST YEAR OF TAX ABATEMENT shall begin the later
of January 1, 2004 or the January 1st following substantial completion of the
IMPROVEMENTS;
Tax Abatement Agreement - 3
E. ASSESSED VALUE means the appraised value of the
PREMISES or the TANGIBLE PERSONAL PROPERTY, as the case may be,
as certified by the Collin County Appraisal District as of January 1 of a given year
prior to the application of any exemption (i.e. abatement) subject to the resolution
of any contest of ASSESSED VALUE by HOME DEPOT;
F. TANGIBLE PERSONAL PROPERTY shall mean tangible
personal property, equipment and fixtures (other than inventory or supplies) added
to the PREMISES subsequent to the BASE YEAR; and
G. For purposes hereof, an "Event of Bankruptcy or Insolvency"
shall mean the dissolution or termination of the HOME DEPOT, located on the
PREMESIS, cessation of HOME DEPOT as a going business, insolvency,
appointment of receiver for any part of HOME DEPOT'S property and such
appointment is not terminated within ninety (90) days after such appointment is
initially made, any general assignment for the benefit of creditors, or the
commencement of any proceeding under any bankruptcy or insolvency laws by or
against HOME DEPOT and such proceeding is not dismissed within ninety (90)
days after filing thereof.
IMPROVEMENTS
8. HOME DEPOT, subject to the terms of the PURCHASE AGREEMENT, will
own the real property, described in Exhibit "B", on or about November 22, 2002 and
agrees to maintain and operate one (1) Home Depot home-improvement center of
approximately one-hundred twenty-six thousand two-hundred twenty-one (126,221)
square feet, comprised of an approximately 94,981 square foot building and an
approximately 31,240 square foot garden center (and other ancillary facilities such as
reasonably required parking and landscaping more fully described in the construction
plans filed by HOME DEPOT with the CITY for the purpose of obtaining a building
permit which plans are made part of this AGREEMENT) (the "IMPROVEMENTS").
HOME DEPOT agrees to provide access to and authorize inspection of the PREMESIS
and IMPROVEMENTS by municipal employees to ensure that the IMPROVEMENTS
or repairs are made according to the specifications and conditions of the AGREEMENT.
The ASSESSED VALUE of the IMPROVEMENTS exclusive of the land shall be at
least Five Million and 00/100 Dollars ($5,000,000) as of the commencement of the
FIRST YEAR OF TAX ABATEMENT. Subject to events of casualty, condemnation
or Force Majeure and subject to Paragraph 16 below, HOME DEPOT agrees to maintain
the PREMISES and occupy the IMPROVEMENTS for a period of ten (10) years and to
locate TANGIBLE PERSONAL PROPERTY on the PREMISES. The annual
ASSESSED VALUE of HOME DEPOT'S inventory shall be at least Two Million and
00/100 Dollars ($2,000,000). Tax Abatement on the PREMISES is expressly contingent
on HOME DEPOT constructing the IMPROVEMENTS on the PREMISES, operating
a Home Depot (subject to Paragraph 16 below), installing TANGIBLE PERSONAL
PROPERTY, and maintaining inventory values according to the terms of this paragraph.
Tax Abatement Agreement - 4
9. Subject to events of casualty, condemnation, or Force Majeure, and subject to
Paragraph 16 below, HOME DEPOT agrees to maintain and operate the PREMISES in
accordance with all applicable federal, state, and local laws, codes, and regulations for a
period of not less than ten (10) years after the date a certificate of occupancy is issued for
the IMPROVEMENTS.
GENERAL REQUIREMENTS
10. HOME DEPOT, upon written request, shall annually certify to the CITY that
they are in compliance with each term of the AGREEMENT.
11. The IMPROVEMENTS constructed on the PREMISES shall be used as a Home
Depot (subject to Paragraph 16 below) in the manner that is consistent with the City's
Zoning Ordinance, as amended, and all other applicable federal, state, and local laws,
codes and regulations.
DEFAULT: RECAPTURE OF TAX REVENUE
12. If HOME DEPOT fails to (i) construct and complete the IMPROVEMENTS
and/or install the TANGIBLE PERSONAL PROPERTY in accordance with this
AGREEMENT for which an abatement has been granted; (ii) operate the PREMISES as
a Home Depot (subject to Paragraph 16 below); (iii) pay in full the real or personal
property taxes to the CITY (provided such party retains the right to timely and properly
protest and/or contest such taxes or assessments and the tax abatement will be applied to
the amount of taxes finally determined to be due as a result of such protest or contest by
February 1 following the year in which taxes are assessed); (iv) any "Event of
Bankruptcy or Insolvency" occurs; or(v) HOME DEPOT breaches any of the terms and
conditions of this AGREEMENT, then HOME DEPOT shall be in default of this
AGREEMENT (an "EVENT OF DEFAULT"). In the EVENT OF DEFAULT, the
CITY will give HOME DEPOT written notice of such EVENT OF DEFAULT and if
HOME DEPOT has not cured the EVENT OF DEFAULT with in thirty (30) days of
said written notice, this AGREEMENT may be terminated by the CITY; however, the
CITY will not unreasonably withhold extension of said thirty (30) day cure period
provided HOME DEPOT commences cure within said thirty (30) day period, as
evidenced by HOME DEPOT'S written request for extension and CITY'S written
acceptance, and thereafter diligently pursues such cure to completion.
13. If the EVENT OF DEFAULT is: (i) the failure to construct the
IMPROVEMENTS in accordance with this AGREEMENT, and if HOME DEPOT
fails to cure such EVENT OF DEFAULT in accordance with this AGREEMENT, as
the CITY'S sole remedy, all of the taxes that have been abated pursuant to this
AGREEMENT, shall be due and owing to the CITY; or (ii) the failure of HOME
DEPOT to maintain and operate the PREMISES for at least five (5) years after the date
Tax Abatement Agreement - 5
a certificate of occupancy is issued (subject to casualty, condemnation or Force Majeure,
and subject to Paragraph 16 below), and if HOME DEPOT fails to cure such EVENT
OF DEFAULT in accordance with this AGREEMENT, as the CITY'S sole remedy, all
of the taxes that have been abated pursuant to this AGREEMENT, shall be due and
owing to the CITY; or (iii) the failure of HOME DEPOT to maintain and operate the
PREMISES for at least ten (10) years after the date a certificate of occupancy is issued
(subject to casualty, condemnation or Force Majeure and subject to Paragraph 16 below),
but HOME DEPOT has operated and maintained the PREMISES for at least five (5)
years after the date a certificate of occupancy is issued (subject to casualty, condemnation
or Force Majeure, and subject to Paragraph 16 below), and if HOME DEPOT fails to
cure such EVENT OF DEFAULT in accordance with this AGREEMENT, as the
CITY'S sole remedy, a portion of the taxes that have been abated pursuant to this
AGREEMENT, shall be due and owing to the CITY as follows: (a) if the EVENT OF
DEFAULT and failure to cure is following the fifth (5th) but prior to the sixth (6th)
anniversary of the date of issuance of the certificate of occupancy, five-tenths (5/10ths) of
the taxes that have been abated pursuant to this AGREEMENT, shall be due and owing
to the CITY, (b) if the EVENT OF DEFAULT and failure to cure is following the sixth
(6th) but prior to the seventh (7th) anniversary of the date of issuance of the certificate of
occupancy, four-tenths (4/10ths) of the taxes that have been abated pursuant to this
AGREEMENT, shall be due and owing to the CITY, (c) if the EVENT OF DEFAULT
and failure to cure is following the seventh (7th) but prior to the eighth (8th) anniversary
of the date of issuance of the certificate of occupancy, three-tenths (3/10ths) of the taxes
that have been abated pursuant to this AGREEMENT, shall be due and owing to the
CITY, (d) if the EVENT OF DEFAULT and failure to cure is following the eighth (8`h)
but prior to the ninth (9th) anniversary of the date of issuance of the certificate of
occupancy, two-tenths (2/10ths) of the taxes that have been abated pursuant to this
AGREEMENT, shall be due and owing to the CITY, and (e) if the EVENT OF
DEFAULT and failure to cure is following the ninth (9th) but prior to the tenth (10th)
anniversary of the date of issuance of the certificate of occupancy, one-tenth (1/10th) of
the taxes that have been abated pursuant to this AGREEMENT, shall be due and owing
to the CITY. This Paragraph 13 applies only to those EVENTS OF DEFAULT
described in this Paragraph 13, and not to any other EVENT OF DEFAULT.
14. In the event the CITY defaults in performance of this AGREEMENT, HOME
DEPOT shall give the CITY written notice of default. If the CITY fails to cure the
default within thirty (30) days of said written notice, HOME DEPOT shall have the right
to seek specific performance of this AGREEMENT as its sole and exclusive remedy.
ANNUAL APPLICATION FOR TAX EXEMPTION
15. It shall be the responsibility of HOME DEPOT, pursuant to the TAX CODE, to
file an annual exemption application form with the Chief Appraiser for each appraisal
district in which the eligible taxable property has situs. A copy of each exemption
application shall be submitted to the CITY; provided however, failure to file the annual
Tax Abatement Agreement- 6
exemption only eliminates HOME DEPOT'S abatement for the noncompliant year and
is not an EVENT OF DEFAULT.
ASSIGNMENT
16. The requirement of this AGREEMENT that HOME DEPOT operate and
maintain the PREMISES are subject to this Paragraph 16. The abatement may not be
transferred and assigned by HOME DEPOT to a new holder or lessee of the same
facility without written approval by the CITY. Consideration of the transfer and
assignment by the CITY will not be unreasonably withheld or delayed.
NOTICE
17. All notices required by this AGREEMENT shall be addressed to the following,
or such other party or address as the parties designate in writing, by certified mail,
postage prepaid, return receipt requested, or by hand delivery. Any notice required or
permitted to be delivered hereunder shall be deemed received three (3) business days after
deposited in an official depository under the regular care and custody of the United States
Postal Service and sent by United States Mail, postage prepaid, certified mail, return
receipt requested, addressed to the party at the address set forth below or on the day
actually received in sent by courier or otherwise hand delivered. No notice of change of
address shall be effective until ten (10) days following deposit of the same in an official
depository under the regular care and custody of the United States Postal Service as
aforesaid.
I. CITY Mayor and City Manager
City of Wylie
2000 Highway 78 North
Wylie, Texas 75098
II. Mr. Richard Abernathy
City of Wylie City Attorney
1700 Redbud Blvd., Suite 300
P.O. Box 1210
McKinney, Texas 75069-1210
III. HOME DEPOT Home Depot U.S.A., Inc
2455 Paces Ferry Road NW
Building C, 20th Floor
Atlanta, Georgia 30339-2354
Attn: Vice President, Real Estate Law Group
Telephone No. 770-433-8211
Fax No. 770-384-3042
Tax Abatement Agreement - 7
With a copy to: Home Depot U.S.A., Inc.
2800 Forest Lane
Dallas, Texas 75234
Attn: Corporate Counsel
Fax No. 972-402-3956
AUTHORIZATION
18. Each party represents that it has full authority to execute this AGREEMENT.
SEVERABILITY
19. In the event any section, subsection, paragraph, sentence, phrase or word herein is
held invalid, illegal or unconstitutional, the balance of this AGREEMENT, shall be
enforceable and shall be enforced as if the parties intended at all times to delete said
invalid section, subsection, paragraph, sentence, phrase or word; and such invalid, illegal,
unconstitutional or unenforceable section, subsection, paragraph, sentence, phrase or
word may be substituted by a section, subsection, paragraph, sentence, phrase or word as
near in substance thereto as may be valid, legal, constitutional and enforceable.
APPLICABLE LAW
20. This AGREEMENT shall be construed under the laws of the State of Texas.
Venue for any action under this AGREEMENT shall be the State District Court of
Collin County, Texas.
ENTIRE AGREEMENT
21. This AGREEMENT embodies the complete agreement of the parties hereto,
superseding all oral or written previous and contemporary agreements between the parties
and relating to the 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 part of this AGREEMENT.
22. The provisions of this AGREEMENT are hereby declared covenants running
with the PREMISES and are fully binding on all successors, heirs, and assigns of
HOME DEPOT who acquire any right, title, or interest in or to the PREMISES or any
part thereof. Any person who acquires any right, title, or interest in or to the
PREMISES, or any part hereof, thereby agrees and covenants to abide by and fully
perform the provisions of this AGREEMENT with respect to the right, title or interest in
such PREMISES.
Tax Abatement Agreement - 8
EXHIBITS
23. All exhibits to this AGREEMENT are incorporated herein by reference for all
purposes wherever reference is made to the same.
TIME IS OF THE ESSENCE
24. Time is of the Essence in this AGREEMENT.
EXECUTED in duplicate originals this the day of , 2002.
CITY OF WYLIE, TEXAS
By:
JOHN MONDY, MAYOR
ATTEST:
By:
BARBARA SALINAS, CITY SECRETARY
EXECUTED in duplicate originals this the day of , 2002.
HOME DEPOT
a Delaware Corporation
By:
ITS:
Tax Abatement Agreement - 9
MAYOR'S ACKNOWLEDGEMENT
STATE OF TEXAS §
§
COUNTY OF COLLIN §
This instrument was acknowledged before me on the day of ,
2002 by John Mondy, as Mayor of the City of Wylie, Texas.
Notary Public In and For the State of Texas
Tax Abatement Agreement- 10
HOME DEPOT U.S.A., INC.
This instrument was acknowledged before me on the day of ,
2002 by , as its .
Notary Public In and For the State of
Tax Abatement Agreement - 11
EXHIBIT "A"
Economic Development Incentives
I. Purpose and Objective
The City of Wylie is committed to the promotion of quality development in all parts
of the city and to an ongoing improvement in the quality of life for it's residents. In
so far as these objectives are generally served by the enhancement and expansion
of the local economy. The City of Wylie will, on a case by case basis, give
consideration to providing incentives as a stimulation for economic development in
Wylie. Nothing herein shall imply or suggest that the City of Wylie is under obligation
to provide any incentive to any applicant. All applications shall be considered on a
case by case basis.
II. Criteria for Economic Development Incentives:
The following threshold criteria shall be used to determine whether any Economic
Development Incentives shall be granted to new projects:
1.) The proposed project must create at least ten (10) or more jobs by the end of
the abatement period.
2.) The proposed project must provide for an invest taxable assets within three (3)
years from the commencement of construction.
3.) The project must meet all relevant zoning requirements.
4.) Generally to be eligible, a project must consist of an industrial, commercial, or
warehouse use.
In addition to the minimum requirements stated above, the following subjective
criteria shall be considered prior to granting any economic development incentive.
5.) Is the project consistent with the comprehensive plan with or of the City of
Wylie?
6.) What types and costs of public improvements and services (sewer main
extensions, streets, alleys, etc.) will be required of the City? What types and
values of public improvements if any will be made by the applicant?
The City of Wylie recognizes the importance of expansion of the existing business as
a key.element in the economic development of the City. Therefore, different
criteria for incentive eligibility have been developed for business expansion. In or r.
eligible for abatement, an expanding business must meet the following criteria:
1.) The project must create ten (10) or more jobs by the end abatement period. -
2.) The project must result in an addition of$500,000 in assessed value within the
first year of the abatement.
3.) The project must also meet the criteria as stated previously in this section.
III. Types of Incentives
•
It is the intent of the City of Wylie to evaluate the offering of economic development
incentives on a case by case basis. This individualized design of a total incentive
package is intended to allow a maximum flexibility in addressing the unique concerns
of each applicant while enabling the City to better respond to the changing needs of
the community. Below is a chart which reflects the percentage amount to be abated:
MAXIMUM TAX ABATEMENT
NEWLY CREATED VALUE OVER 5 YEAR PERIOD
•
$3 million + 400%
$2 million - $2,999,999 300%
$1 million - $1,999,999 200%
EXPANDED VALUE
$2.5 million + 400%
$1,500,000 - $2,499,999 300%
$500,000 - $1,499,999 200%
Abatements may be granted for terms from two to five (2 - 5) years but may be
extended to the limits as specified by state law. Abatements of greater than five (5)
years may be considered, only if it can be clearly demonstrated that it is economically
beneficial to the City to do so. Abatement periods in excess of five (5) years must
be approved by a three-quarter vote of the full City Council.
The above chart reflects the maximum tax incentive to be eligible for over a period
not to exceed five (5) years. No applicant may take a percentage greater than 100%
in any given year. For example, the qualified applicant may choose to take the 200%
abatement over a two (2) year period at 100% each year; or may extend it to 50%
each year for four (4) years. The same method would apply to the 300% and 400%
abatement. Please keep in mihd d that the percentages stated ora the right are the
maximum amounts.
IV. Application Procedures
Any person applying for Economic Development Incentives will be required to comply
with several application procedures. Once the application has been completed, the
application will be forwarded to the joint committee on economic development
incentives consisting of elected officials from each of the taxing entities.
V. Recapture
The City of Wylie will have very specific performance standards that will be measured
to ensure that the qualified applicant is adhering to the guidelines, as set forth, and
the Economic Development Incentive Policy. In the event that the company or
individual fails to keep current on ad-valorem or other taxes, or violates the terms and
conditions of the abatement agreement in any fashion; the City of Wylie will have the .
option along with the other taxing entities, to recoup any tax monies that were abated.
VI. Assignment
The abatement may be transferred and assigned by the holder to a new owner or
lessee of the same facility upon approval of the City Council; subject to the financial
capacity of the assignee and provided that all conditions and obligations in the •
abatement agreement are guaranteed by the execution of a new contractual
agreement with the City of Wylie.
VII. Sunset Provisions .
The guidelines and criteria are affective upon the date of their adoption and will
remain in force for two (2) years. At which time all reinvestment zones and tax
abatement contracts created pursuant to its provisions, will be reviewed by the City
Council of Wylie to determine whether the goals of the abatement program has been
achieved. Based upon that review, the guidelines and criteria may be modified,
renewed or eliminated.
VIII. Note •
In order for Wylie to have a successful Economic Development Incentive Policy,.the
City of Wylie must receive cooperation from the other taxing entities, i.e., Wylie ISD,
Collin County and Collin County Community College District. Should more than one
(1) entity grant tax abatements, it would be my recommendation that a joint
committee on tax abatement be established consisting of two (2) elected officials
from each of the taxing units to review and consider each applicant.
EXHIBIT "B"
PROPERTY DESCRIPTION
Lot 3, Block A, The Greenway Addition
BEING all that certain lot, tract or parcel of land located in the E. C. Davidson Survey,
City of Wylie, Collin County, Texas, and being a portion of that certain called 49.7438
acre tract of land conveyed to John P. Pennington Investments, Inc, according to the deed
filed for record in Volume 2893, Page 788 of the Deed Records of Collin County, Texas,
and being more particularly described by metes and bounds as follows:
BEGINNING at a 1/2 inch iron rod set with a cap stamped "Pate Engrs.", said iron rod
being on the Northwesterly right-of-way line of the Atchison, Topeka and Santa Fe
Railroad right-of-way (a 150 foot wide right-of-way), said iron rod also being the
Southwest corner of that certain tract of land conveyed to Hardcast, Inc, and described as
Tract 1 in the deed filed for record in Volume 2646, Page 156, Deed Records, Collin
County, Texas;
THENCE South 52 deg. 15 min. 30 sec. West, along the Northwesterly right-of-way line
of said railroad, a distance of 702.98 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
THENCE North 37 deg. 44 min. 30 sec. West, departing the Northwesterly right-of-way
line of said railroad, a distance of 59.26 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
THENCE North 85 deg. 26 min. 00 sec. West, a distance of 279.24 feet, to a 1/2 inch iron
rod set with a cap stamped "Pate Engrs.", said iron rod being on the East right-of-way
line of Westgate Way(a 65 foot wide right-of-way);
THENCE North 04 deg. 34 min. 00 sec. East, along the East right-of-way line of said
Westgate Way, a distance of 339.46 feet, to a 5/8 inch iron rod found with a cap, said iron
rod being the beginning of a curve to the left having a radius of 357.50 feet;
THENCE continuing along the East right-of-way line of said Westgate Way and in a
Northwesterly direction and along said curve to the left having a central angle of 25 deg.
41 min. 15 sec., an arc length of 160.28 feet, said curve also having a long chord which
bears North 08 deg. 16 min. 37 sec. West, 158.94 feet, to a 1/2 inch iron rod set with a
cap stamped "Pate Engrs.";
THENCE North 64 deg. 33 min. 30 sec. East, departing the East right-of-way line of said
Westgate Way, a distance of 41.03 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
Tax Abatement Agreement - 12
THENCE North 32 deg. 00 min. 57 sec. East, a distance of 311.54 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 87 deg. 45 min. 43 sec. East, a distance of 155.97 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 57 deg. 59 min. 03 sec. East, a distance of 166.96 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 87 deg. 45 min. 43 sec. East, a distance of 130.26 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 57 deg. 59 min. 02 sec. East, a distance of 229.90 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE North 02 deg. 22 min. 01 sec. East, a distance of 79.31 feet, to a 5/8 inch iron
rod found for the most Westerly Southwest corner of the aforementioned Hardcast, Inc.,
Tract 1;
THENCE South 87 deg. 32 min. 59 sec. East, a distance of 50.32 feet, to a 5/8 inch iron
rod found for an ell corner in the West boundary line of said Hardcast, Inc., Tract 1;
THENCE South 02 deg. 30 min. 15 sec. West, a distance of 272.02 feet, to the POINT
OF BEGINNING and containing 11.5530 acres (503,247 square feet) of land.
Tax Abatement Agreement- 13
WYLIE CITY COUNCIL
AGENDA ITEM NO. L.
November 21, 2002
Issue
Consider and act upon issues surrounding the creation of Reinvestment Zone No. 5 and
the approval of a Tax Abatement Agreement between the City of Wylie and Home Depot,
U.S.A., Inc.
Background
On August 21, 2002, the City of Wylie staff met with Home Depot officials to discuss the
location of a Home Depot facility near the intersection of State Highway 78 and Westgate
Way. The key issues discussed were the construction of a signalized intersection at State
Highway 78 &Westgate Way and available incentives to the project.
Regarding the intersection, City of Wylie staff indicated to Home Depot that while the
City of Wylie will support a signal at the intersection, all discussions surrounding funding
should be held with Greenway Investment Company (owner of the future Home Depot
site). Staff further indicated that the only role the City will play in the intersection is to
ease the transition for Holland Hitch, Inc. whose ingress/egress will be inconvenienced by
the median break redesign.
Home Depot's investment in the site will be approximately$2 million in land purchase, $4
million in real property improvements, $1 million in personal property, and $4 million in
inventory. Shown as Exhibit "A"to the Ordinance designating Reinvestment Zone No. 5,
and attached for your review, is the Tax Abatement Agreement between the City of Wylie
and Home Depot U.S.A., Inc. In summary, the WEDC is recommending 10-year tax
abatement at 100% per year. The City of Wylie Economic Development Incentives
guidelines, as provided, only allows for a 400% tax abatement over a 5-year period for
newly created value in excess of$3,000,000. As indicated in the Abatement Agreement,
Home Depot is committing to added new value of at least $7,000,000 in each year of the
abatement. Additionally, a mature Home Depot improvement center generates $30 -$35
million in annual sales.
As per the City of Wylie guidelines, abatements of greater than 5 years may be considered
only if it can be clearly demonstrated that it is economically beneficial to the City to do so.
Abatement periods in excess of 5 years must be approved by a three-quarters vote of the
full City Council.
Financial Consideration
The City will be foregoing revenue that would have otherwise been collected had an
abatement not been considered. The following is an analysis of the revenue which will be
abated/generated using the 2002 - 2003 tax rates. Sales tax generated is based upon a
conservative estimate of$25 million in annual sales.
Home Depot U.S.A.,Inc.
Real Property=$2,000,000
Real Property Improvements=$4,000,000
Business Personal Property=$1,000,000
Inventory=$4,000,000
Year Assessed Value Taxes Abated Taxes Generated
City of Wylie WISD
2004 $11,000,000 $42,900 $35,750 $177,309
2005 44 42,900 35,750 177,309
2006 44 42,900 35,750 177,309
2007 44 42,900 35,750 177,309
2008 c, 42,900 35,750 177,309
2009 44 42,900 35,750 177,309
2010 42,900 35,750 177,309
2011 c, 42,900 35,750 177,309
2012 CC 42,900 35,750 177,309
2013 44 42,900 35,750 177,309
Total $429,000 $357,500 $1,773,090
Annual Sales Tax Generated to City of Wylie, 4A, 4B $500,000
Board/Commission Recommendation
N/A
Staff Recommendation
Staff recommends that the Wylie City Council approves an Ordinance designating
Reinvestment Zone No. 5 further approving a Tax Abatement Agreement between the
City of Wylie and Home Depot U.S.A., Inc.
Attachment
Tax Abatement Agreement
Prepared by evie by Finan e City Mana pproval
TAX ABATEMENT AGREEMENT
This Tax Abatement Agreement (the "AGREEMENT") is entered into by and
among the City of Wylie, Texas (the "CITY"), a home rule city and municipal
corporation of Collin County, Texas, duly acting herein by and through its mayor, and
Home Depot U.S.A., Inc. ("HOME DEPOT"), a Delaware corporation, duly acting by
and through its herein.
WHEREAS, on November 21, 2002 the City Council of the CITY, passed
Ordinance No. (the "ORDINANCE") establishing Reinvestment Zone
No. 5 (the "ZONE"), for tax abatement, as authorized by the Property Redevelopment
and Tax Abatement Act, Chapter 312 of the Texas Tax Code, as amended (the "ACT");
and
WHEREAS, the CITY has adopted by Resolution No. 2002-10(R) City of Wylie
Economic Development Incentives Guidelines and Criteria (the "GUIDELINES AND
CRITERIA"), attached hereto as Exhibit "A", governing tax abatement agreements to be
entered into by the CITY as contemplated by the ACT, and
WHEREAS, the CITY has concluded and hereby finds that the GUIDELINES
AND CRITERIA contain appropriate guidelines and criteria governing tax abatement
agreements to be entered into by the CITY as contemplated by the ACT; and
WHEREAS, the above-referenced-resolution states that the CITY elects to be
eligible to participate in tax abatement; and
WHEREAS, the CITY wishes to maintain and enhance the economic and
employment base of the Wylie area for the long-term interest and benefit of the CITY in
accordance with the Ordinance and the ACT, and
WHEREAS, the CITY has concluded and hereby finds that the HOME DEPOT
IMPROVEMENTS described herein will create permanent new jobs and investment in
the CITY; and
WHEREAS, the CITY has concluded and hereby finds that the contemplated use
of and IMPROVEMENTS to the PREMISES (hereinafter defined), and other terms
hereof, are consistent with encouraging development of the ZONE in accordance with
the purposes for its creation and in compliance with the GUIDELINES AND
CRITERIA, the ORDINANCE and similar guidelines and criteria adopted by the
CITY, the ACT and all other applicable laws; and
Tax Abatement Agreement - 1
WHEREAS, the CITY has concluded and hereby finds that the contemplated
improvements sought are feasible and practicable and will be of benefit to the land to be
included in the ZONE and to the CITY after expiration of this AGREEMENT; and
WHEREAS, a copy of this AGREEMENT has been furnished, in manner
prescribed by the ACT, to the presiding officers of the governing bodies of each of the
taxing units in which the PREMISES is located; and
WHEREAS, the CITY desires to enter into an AGREEMENT with HOME
DEPOT which, subject to the terms of that certain Purchase Agreement (the
"PURCHASE AGREEMENT") dated August 20, 2002 between HOME DEPOT and
Greenway-Wylie L.P., will be the owners of the PREMISES (defined below) within the
ZONE for the abatement of taxes pursuant to Chapter 312 of the ACT, as amended;
NOW, THEREFORE, the parties to this AGREEMENT do mutually agree as
follows:
GENERAL PROVISIONS
1. HOME DEPOT represents that, subject to the terms of the PURCHASE
AGREEMENT, it will own the real property described in Exhibit "B" attached hereto
and made part hereof for all purposes (as further described in Paragraph 6.A. below, the
PREMISES), on or about November 22, 2002. HOME DEPOT will be the owner of
tangible personal property that will be located on the PREMISES. This AGREEMENT
is null and void if the IMPROVEMENTS are not substantially complete by March 1,
2004, subject to Force Majuere.
TAX ABATEMENT AUTHORIZED
2. This AGREEMENT is authorized by the ACT, and in accordance with the
GUIDELINES AND CRITERIA, as approved by resolution of the City Council of the
CITY authorizing the execution of this AGREEMENT.
3. Subject to the terms and conditions of this AGREEMENT, the CITY hereby
grants HOME DEPOT an abatement of ad valorem taxation on the PREMISES
(including the IMPROVEMENTS) and further grants to HOME DEPOT an abatement
of ad valorem taxation for the TANGIBLE PERSONAL PROPERTY (hereinafter
defined) to be located on the PREMISES for a period of ten (10) years in accordance
with the schedule described below. The actual percentage of taxes subject to abatement
for each year of this AGREEMENT will apply only to the portion of ASSESSED
VALUE (hereinafter defined) of the real property that exceeds the unimproved property's
taxable value for the BASE YEAR 2002 (hereinafter defined). The tax abatement
agreement for TANGIBLE PERSONAL PROPERTY will only apply to the
TAXABLE VALUE of personal property added to the PREMISES after the BASE
YEAR 2002.
Tax Abatement Agreement - 2
Year Percentage of Abatement
2004 100%
2005 100%
2006 100%
2007 100%
2008 100%
2009 100%
2010 100%
2011 100%
2012 100%
2013 100%
4. The time periods above are subject to adjustments based on any adjustment of the
FIRST YEAR OF TAX ABATEMENT to other than 2004 pursuant to Paragraph 6D
below.
5. The period of tax abatement herein authorized shall be ten (10) years, beginning
the FIRST YEAR OF TAX ABATEMENT (hereinafter defined).
6. During the period of tax abatement herein authorized, HOME DEPOT shall be
subject to all City taxation not abated, including but not limited to, sales tax, personal
property taxes of inventory, and, to the extent not abated hereby, ad valorem taxation on
land (i.e., based on the BASE YEAR ASSESSED VALUE).
DEFINITIONS
7. Wherever used in this AGREEMENT, the following terms shall have the
meanings ascribed to them:
A. The PREMISES shall mean the real property described in Exhibit
"B" attached hereto and incorporated herein for all purposes including any
IMPROVEMENTS and TANGIBLE PERSONAL PROPERTY, which is
added to the property subsequent to the BASE YEAR;
B. The IMPROVEMENTS shall mean the improvements located on
the PREMISES and as further described herein, including but not limited to
buildings and structures added to the property;
C. The BASE YEAR shall mean 2002;
D. The FIRST YEAR OF TAX ABATEMENT shall begin the later
of January 1, 2004 or the January 1st following substantial completion of the
IMPROVEMENTS;
Tax Abatement Agreement- 3
E. ASSESSED VALUE means the appraised value of the
PREMISES or the TANGIBLE PERSONAL PROPERTY, as the case may be,
as certified by the Collin County Appraisal District as of January 1 of a given year
prior to the application of any exemption (i.e. abatement) subject to the resolution
of any contest of ASSESSED VALUE by HOME DEPOT;
F. TANGIBLE PERSONAL PROPERTY shall mean tangible
personal property, equipment and fixtures (other than inventory or supplies) added
to the PREMISES subsequent to the BASE YEAR; and
G. For purposes hereof, an "Event of Bankruptcy or Insolvency"
shall mean the dissolution or termination of the HOME DEPOT, located on the
PREMESIS, cessation of HOME DEPOT as a going business, insolvency,
appointment of receiver for any part of HOME DEPOT'S property and such
appointment is not terminated within ninety (90) days after such appointment is
initially made, any general assignment for the benefit of creditors, or the
commencement of any proceeding under any bankruptcy or insolvency laws by or
against HOME DEPOT and such proceeding is not dismissed within ninety (90)
days after filing thereof.
IMPROVEMENTS
8. HOME DEPOT, subject to the terms of the PURCHASE AGREEMENT, will
own the real property, described in Exhibit "B", on or about November 22, 2002 and
agrees to maintain and operate one (1) Home Depot home-improvement center of
approximately one-hundred twenty-six thousand two-hundred twenty-one (126,221)
square feet, comprised of an approximately 94,981 square foot building and an
approximately 31,240 square foot garden center (and other ancillary facilities such as
reasonably required parking and landscaping more fully described in the construction
plans filed by HOME DEPOT with the CITY for the purpose of obtaining a building
permit which plans are made part of this AGREEMENT) (the "IMPROVEMENTS").
HOME DEPOT agrees to provide access to and authorize inspection of the PREMESIS
and IMPROVEMENTS by municipal employees to ensure that the IMPROVEMENTS
or repairs are made according to the specifications and conditions of the AGREEMENT.
The ASSESSED VALUE of the IMPROVEMENTS exclusive of the land shall be at
least Five Million and 00/100 Dollars ($5,000,000) as of the commencement of the
FIRST YEAR OF TAX ABATEMENT. Subject to events of casualty, condemnation
or Force Majeure and subject to Paragraph 16 below, HOME DEPOT agrees to maintain
the PREMISES and occupy the IMPROVEMENTS for a period of ten (10) years and to
locate TANGIBLE PERSONAL PROPERTY on the PREMISES. The annual
ASSESSED VALUE of HOME DEPOT'S inventory shall be at least Two Million and
00/100 Dollars ($2,000,000). Tax Abatement on the PREMISES is expressly contingent
on HOME DEPOT constructing the IMPROVEMENTS on the PREMISES, operating
a Home Depot (subject to Paragraph 16 below), installing TANGIBLE PERSONAL
PROPERTY, and maintaining inventory values according to the terms of this paragraph.
Tax Abatement Agreement - 4
9. Subject to events of casualty, condemnation, or Force Majeure, and subject to
Paragraph 16 below, HOME DEPOT agrees to maintain and operate the PREMISES in
accordance with all applicable federal, state, and local laws, codes, and regulations for a
period of not less thaii ten (10) years after the date a certificate of occupancy is issued for
the IMPROVEMENTS.
GENERAL REQUIREMENTS
10. HOME DEPOT, upon written request, shall annually certify to the CITY that
they are in compliance with each term of the AGREEMENT.
11. The IMPROVEMENTS constructed on the PREMISES shall be used as a Home
Depot (subject to Paragraph 16 below) in the manner that is consistent with the City's
Zoning Ordinance, as amended, and all other applicable federal, state, and local laws,
codes and regulations.
DEFAULT: RECAPTURE OF TAX REVENUE
12. If HOME DEPOT fails to (i) construct and complete the IMPROVEMENTS
and/or install the TANGIBLE PERSONAL PROPERTY in accordance with this
AGREEMENT for which an abatement has been granted; (ii) operate the PREMISES as
a Home Depot (subject to Paragraph 16 below); (iii) pay in full the real or personal
property taxes to the CITY (provided such party retains the right to timely and properly
protest and/or contest such taxes or assessments and the tax abatement will be applied to
the amount of taxes finally determined to be due as a result of such protest or contest by
February 1 following the year in which taxes are assessed); (iv) any "Event of
Bankruptcy or Insolvency" occurs; or(v) HOME DEPOT breaches any of the terms and
conditions of this AGREEMENT, then HOME DEPOT shall be in default of this
AGREEMENT (an "EVENT OF DEFAULT"). In the EVENT OF DEFAULT, the
CITY will give HOME DEPOT written notice of such EVENT OF DEFAULT and if
HOME DEPOT has not cured the EVENT OF DEFAULT with in thirty (30) days of
said written notice, this AGREEMENT may be terminated by the CITY; however, the
CITY will not unreasonably withhold extension of said thirty (30) day cure period
provided HOME DEPOT commences cure within said thirty (30) day period, as
evidenced by HOME DEPOT'S written request for extension and CITY'S written
acceptance, and thereafter diligently pursues such cure to completion.
13. If the EVENT OF DEFAULT is: (i) the failure to construct the
IMPROVEMENTS in accordance with this AGREEMENT, and if HOME DEPOT
fails to cure such EVENT OF DEFAULT in accordance with this AGREEMENT, as
the CITY'S sole remedy, all of the taxes that have been abated pursuant to this
AGREEMENT, shall be due and owing to the CITY; or (ii) the failure of HOME
DEPOT to maintain and operate the PREMISES for at least five (5) years after the date
Tax Abatement Agreement - 5
a certificate of occupancy is issued (subject to casualty, condemnation or Force Majeure,
and subject to Paragraph 16 below), and if HOME DEPOT fails to cure such EVENT
OF DEFAULT in accordance with this AGREEMENT, as the CITY'S sole remedy, all
of the taxes that have been abated pursuant to this AGREEMENT, shall be due and
owing to the CITY; or (iii) the failure of HOME DEPOT to maintain and operate the
PREMISES for at least ten (10) years after the date a certificate of occupancy is issued
(subject to casualty, condemnation or Force Majeure and subject to Paragraph 16 below),
but HOME DEPOT has operated and maintained the PREMISES for at least five (5)
years after the date a certificate of occupancy is issued (subject to casualty, condemnation
or Force Majeure, and subject to Paragraph 16 below), and if HOME DEPOT fails to
cure such EVENT OF DEFAULT in accordance with this AGREEMENT, as the
CITY'S sole remedy, a portion of the taxes that have been abated pursuant to this
AGREEMENT, shall be due and owing to the CITY as follows: (a) if the EVENT OF
DEFAULT and failure to cure is following the fifth (5th) but prior to the sixth (6th)
anniversary of the date of issuance of the certificate of occupancy, five-tenths (5/10ths) of
the taxes that have been abated pursuant to this AGREEMENT, shall be due and owing
to the CITY, (b) if the EVENT OF DEFAULT and failure to cure is following the sixth
(6th) but prior to the seventh (7th) anniversary of the date of issuance of the certificate of
occupancy, four-tenths (4/10ths) of the taxes that have been abated pursuant to this
AGREEMENT, shall be due and owing to the CITY, (c) if the EVENT OF DEFAULT
and failure to cure is following the seventh (7th) but prior to the eighth (8th) anniversary
of the date of issuance of the certificate of occupancy, three-tenths (3/10ths) of the taxes
that have been abated pursuant to this AGREEMENT, shall be due and owing to the
CITY, (d) if the EVENT OF DEFAULT and failure to cure is following the eighth (8`h)
but prior to the ninth (9th) anniversary of the date of issuance of the certificate of
occupancy, two-tenths (2/10ths) of the taxes that have been abated pursuant to this
AGREEMENT, shall be due and owing to the CITY, and (e) if the EVENT OF
DEFAULT and failure to cure is following the ninth (9th) but prior to the tenth (10th)
anniversary of the date of issuance of the certificate of occupancy, one-tenth (1/10th) of
the taxes that have been abated pursuant to this AGREEMENT, shall be due and owing
to the CITY. This Paragraph 13 applies only to those EVENTS OF DEFAULT
described in this Paragraph 13, and not to any other EVENT OF DEFAULT.
14. In the event the CITY defaults in performance of this AGREEMENT, HOME
DEPOT shall give the CITY written notice of default. If the CITY fails to cure the
default within thirty (30) days of said written notice, HOME DEPOT shall have the right
to seek specific performance of this AGREEMENT as its sole and exclusive remedy.
ANNUAL APPLICATION FOR TAX EXEMPTION
15. It shall be the responsibility of HOME DEPOT, pursuant to the TAX CODE, to
file an annual exemption application form with the Chief Appraiser for each appraisal
district in which the eligible taxable property has situs. A copy of each exemption
application shall be submitted to the CITY; provided however, failure to file the annual
Tax Abatement Agreement - 6
exemption only eliminates HOME DEPOT'S abatement for the noncompliant year and
is not an EVENT OF DEFAULT.
ASSIGNMENT
16. The requirement of this AGREEMENT that HOME DEPOT operate and
maintain the PREMISES are subject to this Paragraph 16. The abatement may not be
transferred and assigned by HOME DEPOT to a new holder or lessee of the same
facility without written approval by the CITY. Consideration of the transfer and
assignment by the CITY will not be unreasonably withheld or delayed.
NOTICE
17. All notices required by this AGREEMENT shall be addressed to the following,
or such other party or address as the parties designate in writing, by certified mail,
postage prepaid, return receipt requested, or by hand delivery. Any notice required or
permitted to be delivered hereunder shall be deemed received three (3) business days after
deposited in an official depository under the regular care and custody of the United States
Postal Service and sent by United States Mail, postage prepaid, certified mail, return
receipt requested, addressed to the party at the address set forth below or on the day
actually received in sent by courier or otherwise hand delivered. No notice of change of
address shall be effective until ten (10) days following deposit of the same in an official
depository under the regular care and custody of the United States Postal Service as
aforesaid.
I. CITY Mayor and City Manager
City of Wylie
2000 Highway 78 North
Wylie, Texas 75098
II. Mr. Richard Abernathy
City of Wylie City Attorney
1700 Redbud Blvd., Suite 300
P.O. Box 1210
McKinney, Texas 75069-1210
III. HOME DEPOT Home Depot U.S.A., Inc
2455 Paces Ferry Road NW
Building C, 20th Floor
Atlanta, Georgia 30339-2354
Attn: Vice President, Real Estate Law Group
Telephone No. 770-433-8211
Fax No. 770-384-3042
Tax Abatement Agreement- 7
With a copy to: Home Depot U.S.A., Inc.
2800 Forest Lane
Dallas, Texas 75234
Attn: Corporate Counsel
Fax No. 972-402-3956
AUTHORIZATION
18. Each party represents that it has full authority to execute this AGREEMENT.
SEVERABILITY
19. In the event any section, subsection, paragraph, sentence, phrase or word herein is
held invalid, illegal or unconstitutional, the balance of this AGREEMENT, shall be
enforceable and shall be enforced as if the parties intended at all times to delete said
invalid section, subsection, paragraph, sentence, phrase or word; and such invalid, illegal,
unconstitutional or unenforceable section, subsection, paragraph, sentence, phrase or
word may be substituted by a section, subsection, paragraph, sentence, phrase or word as
near in substance thereto as may be valid, legal, constitutional and enforceable.
APPLICABLE LAW
20. This AGREEMENT shall be construed under the laws of the State of Texas.
Venue for any action under this AGREEMENT shall be the State District Court of
Collin County, Texas.
ENTIRE AGREEMENT
21. This AGREEMENT embodies the complete agreement of the parties hereto,
superseding all oral or written previous and contemporary agreements between the parties
and relating to the 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 part of this AGREEMENT.
22. The provisions of this AGREEMENT are hereby declared covenants running
with the PREMISES and are fully binding on all successors, heirs, and assigns of
HOME DEPOT who acquire any right, title, or interest in or to the PREMISES or any
part thereof. Any person who acquires any right, title, or interest in or to the
PREMISES, or any part hereof, thereby agrees and covenants to abide by and fully
perform the provisions of this AGREEMENT with respect to the right, title or interest in
such PREMISES.
Tax Abatement Agreement - 8
EXHIBITS
23. All exhibits to this AGREEMENT are incorporated herein by reference for all
purposes wherever reference is made to the same.
TIME IS OF THE ESSENCE
24. Time is of the Essence in this AGREEMENT.
EXECUTED in duplicate originals this the day of , 2002.
CITY OF WYLIE, TEXAS
By:
JOHN MONDY, MAYOR
ATTEST:
By:
BARBARA SALINAS, CITY SECRETARY
EXECUTED in duplicate originals this the day of , 2002.
HOME DEPOT
a Delaware Corporation
By:
ITS:
Tax Abatement Agreement - 9
MAYOR'S ACKNOWLEDGEMENT
STATE OF TEXAS §
§
COUNTY OF COLLIN §
This instrument was acknowledged before me on the day of ,
2002 by John Mondy, as Mayor of the City of Wylie, Texas.
Notary Public In and For the State of Texas
Tax Abatement Agreement - 10
HOME DEPOT U.S.A., INC.
This instrument was acknowledged before me on the day of ,
2002 by , as its
Notary Public In and For the State of
Tax Abatement Agreement - 11
EXHIBIT "A"
Economic Development incentives
I. Purpose and Objective
•
The City of Wylie is committed to the promotion of quality development in all parts
of the city and to an ongoing improvement in the quality of life for it's residents. In
so far as these objectives are generally served by the enhancement and expansion
of the local economy. The City of Wylie will, on a case by case basis, give
consideration to providing incentives as a stimulation for economic development in
Wylie. Nothing herein shall imply or suggest that the City of Wylie is under obligation
to provide any incentive to any applicant. All applications shall be considered on a
case by case basis.
II. Criteria for Economic Development Incentives:
The following threshold criteria shall be used to determine whether. any Economic
Development Incentives shall be granted to new projects:
1.) The proposed project must create at least ten (10) or more jobs by the end of
the abatement period.
2.) The proposed project must provide for an invest taxable assets within three (3)
years from the commencement of construction.
3.) The project must meet all relevant zoning requirements.
4.) Generally to be eligible, a project must consist of an industrial, commercial, or
warehouse use.
In addition to the minimum requirements stated above, the following subjective
criteria shall be considered prior to granting any economic development incentive.
5_) Is the project consistent with the comprehensive plan with or of the City of
Wylie?
6.) What types and costs of public improvements and services (sewer main
extensions, streets, alleys, etc.) will be required of the City? What types and
values of public improvements if any will be made by the applicant?
The City of Wylie recognizes the importance of expansion of the existing business as
a key. element in the economic development of the City. Therefore, different
criteria for incentive eligibility have been developed for business expansion. In or
eligible for abatement, an expanding business must meet the following criteria:
1.) The project must create ten (10) or more jobs by the end abatement period. -
2.) The project must result in an addition of$500,000 in assessed value within the
first year of the abatement.
3.) The project must also meet the criteria as stated previously in this section.
III. Types of Incentives
•
•
It is the intent of the City of Wylie to evaluate the offering of economic development
incentives on a case by case basis. This individualized design of a total incentive
package is intended to allow a maximum flexibility in addressing the unique concerns
of each applicant while enabling the City to better respond to the changing needs of
the community. Below is a chart which reflects the percentage amount to be abated:
MAXIMUM TAX ABATEMENT
NEWLY CREATED VALUE OVER 5 YEAR PERIOD
•
$3 million + 400%
$2 million - $2,999,999 300%
$1 million - $1,999,999 200%
EXPANDED VALUE
$2.5 million + 400%
$1,500,000 - $2,499,999 300%
$500,000 - $1,499,999 200%
Abatements may be granted for terms from two to five (2 - 5) years but may be
extended to the limits as specified by state law. Abatements of greater than five (5)
years may be considered, only if it can be clearly demonstrated that it is economically
beneficial to the City to do so. Abatement periods in excess of five (5) years must
be approved by a three-quarter vote of the full City Council.
The above chart reflects the maximum tax incentive to be eligible for over a period
not to exceed five (5) years. No applicant may take a percentage greater than 100%
in any given year. For example, the qualified applicant may choose to take the 200%
abatement over a two (2) year period at 100% each year; or may extend it to 50%
each year for four (4) years. The same method would apply to the 300% and 400%
abatement. Please keep in mihd that the percentages stated ora the right are the
maximum amounts.
IV. Application Procedures
Any person applying for Economic Development Incentives will be required to comply
with several application procedures. Once the application has been completed, the
application will be forwarded to the joint committee on economic development
incentives consisting of elected officials from each of the taxing entities.
V. Recapture
The City of Wylie will have very specific performance standards that will be measured
to ensure that the qualified applicant is adhering to the guidelines, as set forth, and
the Economic Development Incentive Policy. In the event that the company or
individual fails to keep current on ad-valorem or other taxes, or violates the terms and
conditions of the abatement agreement in any fashion; the City of Wylie will have the .
option along with the other taxing entities, to recoup any tax monies that were abated.
VI. Assignment
The abatement may be transferred and assigned by the holder to a new owner or
lessee of the same facility upon approval of the City Council; subject to the financial
capacity of the assignee and provided that all conditions and obligations in the
abatement agreement are guaranteed by the execution of a new contractual
agreement with the City of Wylie.
VII. Sunset Provisions
The guidelines and criteria are affective upon the date of their adoption and will
remain in force for two (2) years. At which time all reinvestment zones and tax
abatement contracts created pursuant to its provisions, will be reviewed by the City
Council of Wylie to determine whether the goals of the abatement program has been
achieved. Based upon that review, the guidelines and criteria may be modified,
renewed or eliminated.
VIII. Note •
In order for Wylie to have a successful Economic Development Incentive Policy, the
City of Wylie must receive cooperation from the other taxing entities, i.e., Wylie JSD,
Collin County and Collin County Community College District. Should more than one
(1) entity grant tax abatements, it would be my recommendation that a joint
committee on tax abatement be established consisting of two (2) elected officials
from each of the taxing units to review and consider each applicant.
EXHIBIT "B"
PROPERTY DESCRIPTION
Lot 3, Block A, The Greenway Addition
BEING all that certain lot, tract or parcel of land located in the E. C. Davidson Survey,
City of Wylie, Collin County, Texas, and being a portion of that certain called 49.7438
acre tract of land conveyed to John P. Pennington Investments, Inc, according to the deed
filed for record in Volume 2893, Page 788 of the Deed Records of Collin County, Texas,
and being more particularly described by metes and bounds as follows:
BEGINNING at a 1/2 inch iron rod set with a cap stamped "Pate Engrs.", said iron rod
being on the Northwesterly right-of-way line of the Atchison, Topeka and Santa Fe
Railroad right-of-way (a 150 foot wide right-of-way), said iron rod also being the
Southwest corner of that certain tract of land conveyed to Hardcast, Inc, and described as
Tract 1 in the deed filed for record in Volume 2646, Page 156, Deed Records, Collin
County, Texas;
THENCE South 52 deg. 15 min. 30 sec. West, along the Northwesterly right-of-way line
of said railroad, a distance of 702.98 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
THENCE North 37 deg. 44 min. 30 sec. West, departing the Northwesterly right-of-way
line of said railroad, a distance of 59.26 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
THENCE North 85 deg. 26 min. 00 sec. West, a distance of 279.24 feet, to a 1/2 inch iron
rod set with a cap stamped "Pate Engrs.", said iron rod being on the East right-of-way
line of Westgate Way(a 65 foot wide right-of-way);
THENCE North 04 deg. 34 min. 00 sec. East, along the East right-of-way line of said
Westgate Way, a distance of 339.46 feet, to a 5/8 inch iron rod found with a cap, said iron
rod being the beginning of a curve to the left having a radius of 357.50 feet;
THENCE continuing along the East right-of-way line of said Westgate Way and in a
Northwesterly direction and along said curve to the left having a central angle of 25 deg.
41 min. 15 sec., an arc length of 160.28 feet, said curve also having a long chord which
bears North 08 deg. 16 min. 37 sec. West, 158.94 feet, to a 1/2 inch iron rod set with a
cap stamped"Pate Engrs.";
THENCE North 64 deg. 33 min. 30 sec. East, departing the East right-of-way line of said
Westgate Way, a distance of 41.03 feet, to a 1/2 inch iron rod set with a cap stamped
"Pate Engrs.";
Tax Abatement Agreement- 12
THENCE North 32 deg. 00 min. 57 sec. East, a distance of 311.54 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 87 deg. 45 min. 43 sec. East, a distance of 155.97 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 57 deg. 59 min. 03 sec. East, a distance of 166.96 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 87 deg. 45 min. 43 sec. East, a distance of 130.26 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE South 57 deg. 59 min. 02 sec. East, a distance of 229.90 feet, to a 1/2 inch iron
rod set with a cap stamped"Pate Engrs.";
THENCE North 02 deg. 22 min. 01 sec. East, a distance of 79.31 feet, to a 5/8 inch iron
rod found for the most Westerly Southwest corner of the aforementioned Hardcast, Inc.,
Tract 1;
THENCE South 87 deg. 32 min. 59 sec. East, a distance of 50.32 feet, to a 5/8 inch iron
rod found for an ell corner in the West boundary line of said Hardcast, Inc., Tract 1;
THENCE South 02 deg. 30 min. 15 sec. West, a distance of 272.02 feet, to the POINT
OF BEGINNING and containing 11.5530 acres (503,247 square feet) of land.
Tax Abatement Agreement- 13
SECTION 3. That the property within Reinvestment Zone No. 5 is eligible for
tax abatement effective on January 1, 2004, and for a period of ten(10) years.
SECTION 4. The Agreement attached hereto as Exhibit "A" having been
reviewed by the City Council and found to be acceptable and in the best interest of the
City and its citizens, is hereby approved, and the Mayor is hereby authorized to execute
the Agreement on behalf of the City of Wylie, Texas.
SECTION 5. That should any word, sentence, paragraph, subdivision, clause,
phrase or section of this ordinance, or the Code of Ordinances, as amended hereby, be
adjudged or held to be void or unconstitutional, the same shall not affect the validity of
the remaining portions of said ordinance or the Code of Ordinances, as amended hereby,
which shall remain in full force and effect.
SECTION 6. That all ordinances of the City of Wylie, Texas, in conflict with the
provisions of this ordinance shall be, and the same hereby, repealed; however, that all
other provisions of said ordinances not in conflict herewith shall remain in full force and
effect.
SECTION 7. That this ordinance shall take effect immediately from and after its
passage in accordance with the provisions of the Charter of the City of Wylie, Texas, and
it is accordingly so ordained.
DULY PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF
WYLIE, COLLIN COUNTY, TEXAS, ON THIS THE 21st DAY OF NOVEMBER,
2002.