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RE 12-12-95.2 A RESOLUTION OF THE CITY OF COPPELL, TEXAS RESOLUTION NO. 121295.2 A RESOLUTION OF THE CITY OF COPPELL, TEXAS, ADOPTING AMENDED GUIDELINES, CRITERIA AND PROCEDURE FOR TAX ABATEMENT AGREEMENTS; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, enhancement of the local economy is in the best interest of the citizens of the City of Coppell; and WHEREAS, the establishment of economic development incentives such as tax abatement may encourage enhancement of the local economy; and WHEREAS, the City Council of the City of Coppell desires to continue to elect to be eligible to participate in tax abatement and to continue the previous criteria and guidelines governing tax abatement agreements, NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF COPPELL, TEXAS: SECTION 1. The City of Coppell, Texas, hereby continues its election to participate in tax abatement as authorized by the Property Redevelopment and Tax Abatement Act of the State of Texas. SECTION 2. The "CITY OF COPPELL, TEXAS GUIDELINES, CRITERIA AND PROCEDURE GOVERNING TAX ABATEMENT AGREEMENTS," 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 and shall govern all tax abatement matters considered by the City from and after the effective date of this resolution. The City Council shall not enter into a Tax Abatement Agreement unless it finds that the terms of and the property the subject of the agreement meet the applicable guidelines and criteria herein adopted. Provided, however, 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 such agreement. SECTION 3. This resolution shall become effective upon its passage as the law in such cases provides. 1 AGGOTA7E DULY RESOLVED AND ADOPTED by the City Council of the City of Coppell, Texas, on this the 12th day of December, 1995. CITY OF COPPELL, TEXAS TOM MORTON, MAYOR ATTEST: LIND-A' GRAU, CITY-SECRETARY APPROVED AS TO FORM: FLUTER G. SMIT~, 'CITY ATTORNEY (PGS/ct 12/6/95) 2 AGGO7A7E ClTY OF COPPELL, TEXAS GUIDELINES FOR TAX ABATEMENT GENERAL PURPOSES AND OBJECTIVES 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 the City that such consideration will be provided in accordance with the procedures and criteria outlined in this document. Nothing herein shall irnp~_ or su_egest that the City_ o_£ Co_~vell is under obligation to provide any_ incentive to any a_vplicant. All a_vplicants shall be conddered on a case b~v case basi~ 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 oro_ven~ 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 will be required in the agreement. Tax Abatement Guidelines - Page 1 Ed. 12/6/95 ._._ AGGO7ATF MINIMUM STANDARDS FOR TAX A~ATEMENT 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.) 2. The City may consider tax abatement for an investment less than $5.5 million in taxable assets based upon City evaluation of economic development factors, including but not limited to: the location of taxable inventory on the property; the amount of sales tax which the project or property will generate for the City; and the amount of any rollback taxes triggered by the development or project. 3. The project makes a substantial contribution to redevelopment efforts. 4. The project has high visibility, image impact, or is of a significantly higher level of development quality. 5. The project is an area which might not otherwise be developed because of restraints of topography, ownership patterns, site configuration, or other constraints. 6. The project stimulates concentration of employment and/or commercial activity. 7. 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. 8. Applicants must provide a written narrative detailing how a development/project meets the above minimum standards. Tm'( Abatement Guidelines - Page 2 Ed. 12/6/95 AGGOTATF 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. How much sales tax will be generated? 5. How much taxable inventory will be located on the property? 6. An investment of less than $5.5 million taxable assets may be eligible for tax abatement based upon the evaluation of other economic development factors, including but not limited to: the location of taxable inventory on the property; the amount of sales tax which the property or project will generate for the City; and the amount of any rollback taxes triggered by the development or the project. Tax Abatement Guidelines - Page 3 Ed. 12/6/95 AGGOTATV SUB.~ 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.)? Tax Abatement Guidelines - Page 4 Ed. 12/6/95 P, GGOZP,?}: 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: 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 in this polic3~, will have to be considered on an individual basis to evaluate the desirability and compatibility of the proposed use for the 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 Tax Abatement Guidelines ~ Page 5 Ed. 12/6/95 AG~OZA?F 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 6 Ed. 12/6/95 SCHEDULE Amount of Taxable Value Percentage of abatement Subject to Percentage of the excess taxable value of Abatement Warehousing and Distribution - The amount by which the total assessed Maximum 75% taxable value of the real property and/or tangible personal property, or both Fabrication and Assembly - Maximum exceeds the assessed taxable value for the 50% property in the year the agreement is executed (base year). Manufacturing and Processing - Maximum 25% [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. Noth~e_ within these _euidelines shall be construed to su_~g_est that the City_ is under any obligation to vrovide any_ abatement to any_ applicant even if certain criteria are satis_~ed. The Ci~_ resen, es the r~ht to reject an~ 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, three representatives from thc 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. Tax Abatement Guidelines - Page 7 Ed. 12/6/95 AGG07A7F The Committee's recommendation shall be based upon 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 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 an ordinance designating the area described in the legal description of the proposed project as a tax abatement reinvestment zone. After designation of the tax reinvestment zone, the City Manager will negotiate an agreement with the applicant governing the provision of the tax abatement. Tax Abatement Guidelines - Page 8 Ed. 12/6/95 AGG0?A?F 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. 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 and execution by the City Manager and any other participating taxing unit. Should the terms o_f the tax abatement ~_ eement subsequently not be satisfied, the tax abatement shall be null and void and all abated taxes will immediately become due and payable to the City o_f Co~t~ell and any_ other taxing _Jurisdiction participating in the tax abatement ~_ eement. Provisions to this e__flea will be incorporated into the agreement. Tax Abatement Guidelines - Page 9 Ed. 12/6/95 ^aa0ZAZF