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RE 05-09-95.1 A RESOLUTION OF THE CITY OF COPPELL, TEXAS RESOLUTION NO. 050995.1 A RESOLUTION OF THE CITY OF COPPELL, TEXAS, AMENDING THE GUIDELINES AND CRITERIA FOR TAX ABATEMENT AGREEMENTS; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the enhancement of the local economy is in the best interest of the citizens of the City of Coppell, Texas; and WHEREAS, the establishment of economic development incentives such as tax abatements may encourage enhancement of the local economy; and WHEREAS, the City Council of the City of Coppell desires to amend its Criteria and Guidelines for Tax Abatement Agreements by clarifying the eligibility requirements; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF COPPELL, TEXAS: SECTION 1. The City of Coppell, Texas, hereby continues to make tax abatements available as an economic incentive as authorized by the Property Redevelopment and Tax Abatement Act codified at Chapter 312 of the Texas Tax Code. SECTION 2. The City of Coppell Guidelines for Tax Abatements attached hereto as Exhibit "A," be and the same are hereby adopted as the amended guidelines and criteria governing tax abatement agreements for the City of Coppell, Texas, and shall govern all tax abatement matters considered by the City from and after the effective date of this resolution. The City shall not enter into any tax abatement agreement unless it finds that the terms of the agreement and the property subject to the agreement substantially meet the applicable guidelines and criteria herein adopted. Any agreement executed pursuant to previously adopted guidelines and criteria shall be governed by the applicable guidelines and criteria in effect at the time of the execution of the agreement. The guidelines and criteria adopted herein shall be effective for two (2) years from thc date of this resolution. During that period, the guidelines and criteria may be amended or repealed only by a vote of three- fourths of the City Council. SECTION 3. This resolution shall become effective upon its passage as the law and AGGO6B6F charter in such cases provide. DULY RESOLVE. j) AND ADO~T~ED by the City Council of the City of Coppell, Texas, on this the .~_~day of ~ ,1995. OF COPPELL, TEXAS TOM MORTON, MAYOR ATrEST: LIND~ GRAU, CITY SECRETARY APPROVED AS TO FORM: ~R~G. SMI[ , C~~ ATI'ORNEY (PGS/jd 5/10/95) AGGO6B6F CITY OF COPPELL, TEXAS GUIDELINES FOR TAX ABATEMENT GENERAL PURPOSES AND O~ONS The City of Coppell is committed to the promotion of high quality development in all parts of the City and to an ongoing improvement in the quality of life for its citizens. Insofar as these objectives are generally served by the enhancement and expansion of the local economy, the City will on a case by case basis give consideration to providing incentives as a stimulus for economic development in CoppelL It is the policy of thc City that such consideration will be provided in accordance with the procedures and criteria outlined in this document. Nothing herein shall imply or suggest that the City of Coppell is under obh'gation to provide any incentive to any applicant. All applicants shall be considered on a case by case basis. According to the Property Redevelopment and Tax Abatement Act, codified at Chapter 312 of the Texas Tax Code, the City may only grant tax abatement on the increment in vah;e added to a pania_,!~ property by specific development proposal which meets the economic development goals and objectives of the City. The tax abatement may only apply to the real estate portion of the project or the tangible personal property added to the real estate or both. Inventory and supplies may not be included. Tax abatements are granted to the owners of real and personal property; for projects where the real estate is leased, special terms and conditions may be provided in the agreement. MINIMUM STANDARDS FOR TAX ABATEMENT To be considered eligible for a tax abatement, the proposed project and/or property must meet the following criteria: 1. An investment of at least $5.5 million in taxable assets. The acquisition cost of the real estate is not included in computing the amount of taxable assets. Construction costs are not necessarily indicative of the taxable value of the property. (The taxable value is determined by the Central Appraisal District as of January 1 of each year.) 1 AGGO6B6F 2. The project makes a substantial contribution to redevelopment efforts. 3. The project has high visibility, image impact, or is of a significantly higher level of development quality. 4. The project is an area which might not otherwise be developed because of restraints of topography, ownership patterns, site configuration, or other constraints. 5. The project stimulates concentration of employment and/or commercial activity. Applicants must provide a written narrative detailing how a project meets the above minimum standards. The following criteria is designed to evaluate specific components common to all applicants. 1. How much property tax base will be added? There must be at least $5.5 million in tax base added to the property to be eligible for tax abatement. 2. How much local annual payroll will be created? 3. How many new jobs will be created? 4. An investment of at least $5.5 million in taxable assets. $IJB.IECrIVE CRITERIA The applicant must respond in written narrative format to the following: 1. Is the project sponsor a local company? 2. What types and values of public improvements, if any, will be made by the applicant? 3. Will the applicant be the owner or lessee? If lessee, are occupancy commitments already existing? 4. Does or can the project meet all relevant zoning, subdivision and other legal 2 AGG06B6F requirements? 5. What impact will the project have on other taxing units? (Coppell Independent School District) 6. Are the new jobs to be created likely to be filled by Coppell's local labor force? 7. Will the project increase the business opportunities of existing local businesses? 8. Is the project consistent with the comprehensive plan of the City? 9. Is the level of quality significantly higher than the typical projects of a similar use? Are site amenities provided such as landscaping, public art, water fountains, plazas, etc.? 10. Does the project pose any negative environmental, operational, visual or other impacts (i.e. pollution, noise, traffic congestion, etc.)? AMOUNT OF TAX ABATEMENT The above criteria will be used to determine whether it is in the best interest of the City to provide tax abatement to a particular applicant. Once a determination has been made that a tax abatement is in the best interest of the City, the value and term of the abatement will be determined from the following: 1. Tax abatements are available for both new facilities and structures; and for the expansion and modernization of existing facilities and structures. 2. Tax abatements for a period of five (5) consecutive tax years; however, the City may delay the commencement of the tax abatement until January 1 of the second year following the year in which the tax abatement agreement is executed (i.e. tax abatement agreement is entered into during calendar year 1994 -- the first year of taxes subject to abatement would be January 1, 1996). 3. A project may be granted a tax abatement on real and/or personal property of a minimum of fifty percent (50%) up to a maximum of seventy-five percent (75%) for a period of up to five years, depending on the evaluation of the tax abatement guideline criteria. The actual percentage of taxes subject to abatement for each year of an agreement will be determined from the schedule provided below; and will apply only to the portion of the taxable value of the real property or of the tangible personal property located on the 3 AGG06B6F real property, or both that exceeds that property's taxable value for the year in which the agreement is executed (base year). The tax abatement agreement for tangible personal property may only apply to the personal property added to the real property after the agreement is executed. SCHEDULE Assuming an investment of at least $5.5 Percentage of abatement of the excess million in taxable assets, the amount bytaxable value which the total assessed taxable value of the real property and/or tangible Minimum of 50% personal property, or both exceeds the Maximum of 75% assessed taxable value for the property in theyear the agreement is executed (base year) [taxable value of property for each year of abatement - base year taxable value = excess taxable value subject to abatement % above] PROCEDURAL GUIDELINES Any person, organization or corporation desiring that the City consider providing tax abatement to encourage location or expanded operation within the city shall comply with these procedural guidelines. Nothing within these guidelir~ shall be construed to z~ggest that the City is under any obligation to provide any abatement to any applicant even if certain criteria are satisfietL The City reserve~ the right to reject arty application. APPLICATION Applicant should submit an application for tax abatement to the City Manager addressing the above criteria including a legal description of the property and a plat showing the precise location of the property, all roadways within five hundred feet of the site, and all existing zoning and land uses within five hundred feet of the site. APPLICATION REVIEW PROCESS The application will be reviewed by the Tax Abatement Committee consisting of the City Manager, representatives from the Economic Development Board and the City Council. The Committee will serve as an advisory body to the City Council in determining whether a tax abatement should be offered. The Committee's recommendation shall be based upon 4 AGG06B6F a subjective evaluation of the completed application. The committee may invite representatives from the Coppell Independent School District, Dallas County, Tarrant County or Denton County, to participate in the review. All information submitted will be reviewed for completeness, accuracy, and according to the guidelines and criteria. Additional information may be requested as needed. The application may be distributed to appropriate City departments for internal review and comments. Copies of the complete application package and staff comments, if any, will be provided to other taxing entities (Coppell Independent School District, Dallas, Tarrant or Denton County). The staff will make recommendations on the application to the Tax Abatement Committee. If needed, the Tax Abatement Committee will meet with the applicant. The recommendation of the Tax Abatement Committee will be forwarded to the chief administrative officer of other applicable taxing units. Based on the recommendation of the Committee the City Council may consider a resolution calling a public hearing to consider the establishment of a tax reinvestment zone. (Before the City may enter into a tax abatement agreement, the property involved must be designated as a reinvestment zone.) City Council then holds a public hearing to determine whether or not the property involved should be designated as a reinvestment zone; and whether the project is feasible and practical and would be a benefit for to the City after expiration of the agreement. (At the public hearing, the City staff and/or the applicant may make a presentation following which interested persons may speak for or against the designation.) After the public hearing the City council will consider adoption of the resolution designating the area described in the legal description of the proposed project as a tax abatement reinvestment zone. The resolution will further authorize the City Manager to negotiate an agreement with the applicant governing the provision of the tax abatement. ADOPTION OF AGREEMENT Any tax abatement agreement must include the following: 1. General description of the project. 2. Amount of tax abatement. 3. Method for calculating the value of the abatement. 5 AGGO6B6F 4. Term of the abatement. 5. Legal description of the property. 6. Type, number, location and timetable of planned improvements. 7. Any specific terms or conditions to be met by applicant. The agreement will he presented to the City Council for adoption whereupon it will be executed by the City Manager and by the specified official of any other participating taxing unit. Should the towts of the tax abato,tent agreement subsequently not be satisfied, the tax abatement shall be md!_ and void and all abated taxe~ will immediately become due and payable to the City of Coppell and any other taxing juri~liction participating in the tax abatement ~ Provisions to this elf art will be incorporated into the agreement. 6 AGG06B6F