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RE 09-12-95.1 A RESOLUTION OF THE CITY OF COPPELL, TEXAS RESOLUT ION NO. 091295.1 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 Coppeli, 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 the 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 During that period, the guidelines and criteria may be amended or repealed only by a vote of three- fourths of the City Council. AGG059C9 SECTION 3. This resolution shall become effective upon its passage as the law and charter in such cases provide. DULYthis RESOLVEDthe ANDof AD~__D b~. ~heAD I) b the, CitY1995.Council of the City of Coppell, Texas, on /~2. day ~ CITY OF COPPELL, TEXAS ' YOM MORTON, MAYOR ATTEST: APPROVED AS TO FORM: (PGS/ct 8-24-95) AGGO~gC9 CITY OF COPPELL, TEXAS GUIDELINES FOR TAX ABATEMENT GENERAL PURPOSES AND OB.IECTIVES The City of Copp¢li 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 the City that such consideration will be provided in accordance with the procedures and criteria outlined in this document. Nothing herqin shall imp~ or surest that the City. of Coppell is under ob~gation to provide any incentive £o any_ applicant. ~lll appl;tcants shall be considered on a case by case bast~ 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 value added to a particular propert~ 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: Tax Abatement Guideliaea - Page Ed. 8/17/95 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.) 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. 6. A project submitted for tax abatement shall be subject to fiscal impact analysis to determine whether or not the services required for the facility will exceed the amount of taxes generated if an abatement was provided. No tax abatement will be offered to a project that generates negative costs to the City. Applicants must provide a written narrative detailing how a project meets the above minimum standards. OBJECTIVE CRITERIA 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. Tax Abatement Guidelines - Page 2 Ed. 8/17/95 AGG~FAF SUBJECTIVE 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 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. The categories itemized below have been identified as desirable for the community. 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: Tax Abatement Guidelines - Page 3 Ed. 8/17/95 saa0~F^~ 1. Tax abatements are available for both new facilities and structures and for the expansion and modernization of existing facilities and structures. The City of Coppell would provide up to 75% tax abatement for a warehousing and distribution facility, up to 50% abatement for a fabrication and assembly facility, and 25% for a manufacturing and processing facility. The following definitions shall apply to the aforementioned categories. Warehousing and Distribution ~ Temporary storage of materials received in bulk for later transfer or shipment in smaller lots and in combination with other materials received. Fabrication and Assembly- The connection of standard, previously manufactured components to form a consumer product. Manufacturing and Processing - The combining of raw materials to form finished products which are physically altered and result in consumer products. Any other uses, not elsewhere listed ia this policy, will have to be considered on an individual basis to evaluate the desirability and compatibility of the proposed use for th.e community. All determined "desirable uses" by the City will receive no more than 75% tax abatement. 2. Tax abatements are 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 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 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. Tax Abatement Guidelines - Page Ed. 8/17/95 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 Warehousing and Distribution - personal property, or both exceeds the Maximum 75% assessed taxable value for the property in the year the agreement is executed (base Fabrication and Assembly - Maximum year). 50% Manufacturing and Processing - Maximum 25% ltaxable 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 o¥ expanded operation within thc city shall comply with these procedural guidelines. Nothing within these guidelines, shall be con. rtrued to 5uggest that the City_ is under any_ obl~ation to provide any_ abatement to any_ applictmt even if certain criteria are satisfied. The City reserves the right to re_iect any_ applicatiorr 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, three representatives from the Economic Development Partnership, the Chairman of the Finance Committee and the City's Tax Assessor. 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 a subjective evaluation of the Tax Abatement Guidelines - Page Ed. 8/17/95 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, Tm'rant 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 desiguat'mg 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. Tax Abatement Guidelines - Page 6 Ed. 8/17/95 ~,Ga06F~,F 2. Amount of tax abatement. 3. Method for calculating the value of the abatement. 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 be 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 terms of the tax abatement agreement subsequent~_ not be satisfied, the tax abatement shall be null and void and all abated taxes wilt immediate!~ become due and pay_able to the City. of Coppell and any other taxing jurisdiction participating in the tax abatement _agreement. Provisions to this effect will be incorporated into the agreement. Tax Abatement Guidelines - Page 7 Ed. 8/17/95 Aaa06FaF