RE 2006-0124.2RESOLUTION NO. 2006-0124.2
A RESOLUTION OF THE CITY OF COPPELL, TEXAS, APPROVING THE
TERMS AND CONDITIONS OF A TAX ABATEMENT AGREEMENT BY AND
BETWEEN THE CITY OF COPPELL, TEXAS AND HISTORIC COPPELL
PROPERTIES, LTD.; AUTHORIZING ITS EXECUTION BY THE MAYOR; AND
PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City Council has been presented a proposed Tax Abatement Agreement by
and between the City of Coppell, Texas and Historic Coppell Properties, Ltd., a copy of which is
attached hereto and incorporated herein by reference; and
WHEREAS, upon full review and consideration of the Agreement, and all matters related
thereto, 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 Coppell, Texas;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF COPPELL, TEXAS, THAT:
SECTION 1. The Agreement attached hereto having been reviewed by the City Council of
the City of Coppell, Texas, and found to be acceptable and in the best interest of the City and its
citizens, be, and the same is hereby, in all things approved, and the Mayor is hereby authorized to
execute the Agreement on behalf of the City of Coppell, Texas.
SECTION 2. The City Council finds that the improvements proposed to be built upon the
Premises described in the Agreement will enhance the economic vitality of the community through
a combination of new capital investment, increased sales tax revenues, and the creation of additional
job opportunities.
SECTION 3. The tax abatement to be granted by the Agreement will not include
inventory, and supplies.
SECTION 4. The improvements proposed for the Premises will accomplish the tax
abatement guidelines of the City of Coppell, Texas.
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SECTION 5. The City Manager delivered to the presiding officer of the governing body of
each taxing unit in which the property subject to the Agreemem is located, a written notice that the
City of Coppell, Texas, intends to enter into the Agreement. The notice given by the City Manager
included a copy of the Agreement approved by this Resolution.
SECTION 6. This Resolution and the Tax Abatement Agreement are hereby approved by
the affirmative vote of the majority of the members of the City Council of the City of Coppell,
Texas, at a regularly scheduled meeting of the City Council.
SECTION 7. This Resolution shall become effective immediately from and after its
passage.
DULY RESOLVED AND ADOPTED by the City Council of the City of Coppell, Texas,
on this the ~_~tay~ 2006.
D6U~LAS ~. ST(SVER, MAYOR
ATYEST:
crr
(POS/si 01/13/06) ~/
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STATE OF TEXAS §
COUNTY OF DALLAS §
TAX ABATEMENT AGREEMENT
This Tax Abatement Agreement (the "Agreement") is entered into by and between the City
of Coppell, Texas (the "City"), and Historic Coppell Properties, Ltd., a Texas limited partnership
("Owner"), acting by and through their authorized representatives.
WITNESSETH:
WHEREAS, the City Council of the City of Coppell, Texas passed an Ordinance (the
"Ordinance") establishing Tax Abatement Reinvestment Zone No. 48 (the "Zone"), for
commercial/industrial tax abatement, as authorized by the Property Redevelopment and Tax
Abatement Act, Chapter 312 of the Texas Tax Code, as amended (the "Tax Code"); and
WHEREAS, the City has adopted guidelines for tax abatement (the "Tax Abatement
Guidelines"); and
WHEREAS, the Tax Abatement Guidelines contain appropriate guidelines and criteria
governing tax abatement agreements to be entered into by the City as contemplated by the Tax
Code; and
WHEREAS, the City has adopted a resolution stating that it elects to be eligible to
participate in tax abatement; and
WHEREAS, in order to maintain and enhance the commercial and industrial economic and
employment base of the Coppell area, it is in the best interests of the taxpayers for the City to enter
into this Agreement in accordance with said Ordinance, the Tax Abatement Guidelines and the Tax
Code; and
WHEREAS, Owner owns or is under contract to purchase the real property described in
Exhibit "A" attached hereto ("Land") and intends to construct certain Improvements (hereinafter
defined) on the Land; and
WHEREAS, Owner's development efforts described herein will create permanent new jobs
in the City; and
WHEREAS, the City Council finds that the contemplated use of the Premises (hereinafter
defined), the contemplated Improvements thereto in the amount set forth in this Agreement, and the
other terms hereof are consistent with encouraging development of the Zone in accordance with the
purposes for its creation and/or in compliance with the Tax Abatement Guidelines, the Ordinance
adopted by the City, the Tax Code and all other applicable laws; and
WHEREAS, the City Council finds that the Improvements sought are feasible and
practicable and would be of benefit to the Premises to be included in the Zone and to the City after
expiration of this Agreement; and
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WHEREAS, a copy of this Agreement has been furnished, in the manner prescribed by the
Tax Code, 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 Owner for the abatement of
taxes pursuant to Chapter 312 of the Tax Code as amended.
NOW, THEREFORE, in consideration of the mutual benefits and promises contained
herein and for good and other valuable consideration, the adequacy and receipt of which is hereby
acknowledged, including the expansion of primary employment, the attraction of major investment
in the Zone, which contributes to the economic development of Coppell and the enhancement of the
tax base in the City, the parties agree as follows:
Article I
Definitions
Wherever used in this Agreement, the following terms shall have the meanings ascribed to
them:
"Base Year Taxable Value" shall mean the Taxable Value for the Land for the year in
which the Tax Abatement Agreement is executed (2006).
"Commencement of Construction" shall mean (i) the construction plans for the
Improvements have been prepared and all approvals thereof required by applicable governmental
authorities have been obtained; (ii) all necessary permits for construction of the Improvements
pursuant to the respective plans therefore having been issued by all applicable governmental
authorities, and (iii) the contractor shall have executed a construction contract with Owner,
mobilized, and made a presence on the Land with a job shack, equipment and materials.
"Completion of Construction" shall mean (i) the substantial completion of the exterior
building shell, public areas and life safety requirements and supporting site improvements such
as fire lanes; and (ii) a final certificate of occupancy has been issued for occupancy of the
Improvements by HCP.
"Event of Bankruptcy or Insolvency" shall mean the dissolution or termination of a
party's existence as a going business, insolvency, appointment of receiver for any part of a
party'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 such
party, and such proceeding is not dismissed within ninety (90) days after the filing thereof.
"First Year of Abatement" shall mean January 1 of the calendar year immediately
following the date of issuance of the final certificate of occupancy for the Improvements, unless
otherwise agreed by the parties.
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"Force Majeure" shall mean any contingency or cause beyond the reasonable control of a
party including, without limitation, acts of God or the public enemy, war, riot, civil commotion,
insurrection, government or de facto governmental action unless caused by acts or omissions of
such party, fires, explosions or floods, strikes, slowdowns or work stoppages and rain delays and
other weather related delays caused by temperatures that are too cold to permit construction
activities.
"Improvements" shall mean an office building whose tenants are involved in the medical
profession or other licensed profession, as well as tenants whose services are in support of such
professions, to be constructed on the Land containing approximately 16,697 square feet of space
and other ancillary facilities such as reasonably required parking and landscaping more fully
described in the submittals filed by the Owner with the City from time to time in order to obtain a
building permit.
"Land" means the real property described in Exhibit A.
"Premises" shall collectively mean the Land and Improvements, but excluding Tangible
Personal Property.
"Related Agreements" shall collectively mean the Tax Abatement Agreement and the
Restriction Agreement.
"Restriction Agreement" shall mean that certain restriction agreement between the Owner
and the Coppell Economic Development Foundation effective as of the date of the Company's
closing of the purchase of the Land from the Coppell Economic Development Foundation.
"Tangible Personal Property" shall mean tangible personal property, equipment and
fixtures owned by or leased by Owner, other than inventory or supplies, located on the Premises
subsequent to the execution of this Agreement.
"Taxable Value" means the appraised value as certified by the Appraisal District as of
January 1 of a given year.
Article II
General Provisions
2.1 Owner is under contract to purchase or is the owner of the Land, which Land is
located within the city limits of the City and within the Zone. Owner intends to construct the
Improvements on the Land and to locate Tangible Personal Property on the Premises.
2.2 The Premises are not in an improvement project financed by tax increment bonds.
2.3 This Agreement is entered into subject to the rights of the holders of outstanding
bonds of the City.
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2.4 The Premises are not owned or leased by any member of the Coppell City Council
or any member of the Coppell Planning and Zoning Commission, or any member of the governing
body of any taxing units joining in or adopting this Agreement.
Article III
Tax Abatement Authorized
3.1 This Agreement is authorized by the Tax Code and in accordance with the City Tax
Abatement Guidelines, and approved by resolution of the City Council.
3.2 Subject to the terms and conditions of this Agreement, the City hereby grants Owner
an abatement of seventy-five percent (75%) of the Taxable Value of the Improvements and seventy-
five percent (75%) of the Taxable Value of the Tangible Personal Property for a period of five (5)
consecutive years beginning the First Year of Abatement. The actual percentage of Taxable Value
of the Improvements subject to abatement will apply only to the portion of the Taxable Value of the
Improvements that exceeds the Base Year Taxable Value. The actual percentage of Taxable Value
of the Tangible Personal Property subject to abatement will only apply to the Tangible Personal
Property located on the Premises after this Agreement is executed.
3.3 The period of tax abatement herein authorized shall be for a period of five (5)
consecutive years.
3.4 During the period of tax abatement herein authorized, Owner shall be subject to all
taxation not abated, including but not limited to, sales tax and ad valorem taxation on land,
inventory and supplies.
Article IV
Improvements
Owner owns, or is under contract to purchase, the Land and intends to construct or caused to
be constructed thereon the Improvements. Owner intends to locate Tangible Personal Property on
the Premises. Nothing in this Agreement shall obligate Owner to construct the Improvements on
the Land or to locate Tangible Personal Property on the Premises but said actions are a condition
precedent to Owner's tax abatement pursuant to this Agreement.
Article V
Construction of Improvements
5.1 As a condition precedent to the initiation of Owner's tax abatement pursuant to this
Agreement, Owner will diligently and faithfully, in good and workmanlike manner, subject to
events of Force Majeure cause Commencement of Construction of the Improvements to occur on or
before one hundred fifty (150) calendar days after the date Owner closes its purchase of the Land
from the Coppell Economic Development Foundation and to cause Completion of Construction of
the Improvements to occur on or before fifteen (15) calendar months thereafter.
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5.2 Owner agrees to maintain the Improvements during the term of this Agreement in
accordance with all applicable state and local laws, codes, and regulations. Owner agrees that the
Improvements shall be used only for the purposes stated herein for a period of five (5) years
commencing on the date the final certificate of occupancy is issued for Owner's occupancy of the
Improvements.
5.3 The City, its agents and employees shall have the right of access to the Premises
during construction to inspect the Improvements at reasonable times and with reasonable notice to
Owner, and in accordance with Owner's visitor access and security policies, in order to insure that
the construction of the Improvements are in accordance with this Agreement and all applicable state
and local laws and regulations (or valid waiver thereof).
Article VI
General Requirements
6.1 Construction plans for the Improvements constructed on the Land will be filed with
the City, which shall be deemed to be incorporated by reference herein and made a part hereof for
all purposes.
6.2 After completion of the Improvements, Owner shall certify in writing to the City the
construction cost of the Improvements. Owner shall before May 1 of each calendar year that the
Agreement is in effect, certify in writing to the City that it is in compliance with each term of the
Agreement.
6.3 The Premises shall at all times be used in the manner (i) that is consistent with the
City's Comprehensive Zoning Ordinance, as amended, and (ii) that, during the period taxes are
abated hereunder, is consistent with the general purposes of encouraging development or
redevelopment within the Zone.
6.4 Owner agrees, subject to events of Force Majeure or ("Casualty"), to continuously
own, and occupy the Improvements for a period of at least five (5) consecutive years beginning the
First Year of Abatement.
Article VII
Default: Recapture of Tax Revenue
7.1 In the event Owner: (i) fails to complete the Improvements in accordance with this
Agreement or in accordance with applicable State or local laws, codes or regulations; (ii) has
delinquent ad valorem or sales taxes owed to the City (provided Owner retains its right to timely
and properly protest such taxes or assessment); (iii) has an "Event of Bankruptcy or Insolvency";
or (iv) breaches any of the terms and conditions of this Agreement or the Related Agreements, then
Owner after the expiration of the notice and cure periods described below, shall be in default of this
Agreement.
7.2 As liquidated damages in the event of such default, the Owner shall, within thirty
(30) days after demand, pay to the City all taxes which otherwise would have been paid by the
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Owner to the City without benefit of a tax abatement for the Owner's property the subject of this
Agreement, with interest at the statutory rate for delinquent taxes as determined by Section 33.01 of
the Tax Code as amended but without penalty.
7.3 The parties acknowledge that actual damages in the event of default termination
would be speculative and difficult to determine.
7.4 The parties further agree that any abated tax, including interest as a result of this
Agreement, shall be recoverable against the Owner, its successors and assigns and shall constitute a
tax lien against the Owner's property, the subject of this Agreement, and shall become due, owing
and shall be paid to the City within thirty (30) days after termination.
7.5 Upon breach by Owner of any obligations under this Agreement, the City shall
notify the Owner in writing, who shall have thirty (30) days from receipt of the notice in which to
cure any such default. If the default cannot reasonably be cured within a thirty (30) day period, and
the Owner has diligently pursued such remedies as shall be reasonably necessary to cure such
default, then the City may extend the period in which the default must be cured.
7.6 If the Owner fails to cure the default within the time provided as specified above or,
as such time period may be extended, then the City at its sole option shall have the right to terminate
this Agreement, by written notice to the Owner.
7.7 Upon termination of this Agreement by the City, all tax abated as a result of this
Agreement, shall become a debt to the City as liquidated damages, and shall become due and
payable not later than thirty (30) days after a notice of termination is made. The City shall have all
remedies for the collection of the abated tax provided generally in the Tax Code for the collection of
delinquent property tax. The City at its sole discretion has the option to provide a repayment
schedule.
7.8 The computation of the abated tax for the purposes of the Agreement shall be based
upon the full Taxable Value of the Improvements and the Tangible Personal Property, without tax
abatement for the years in which tax abatement hereunder was received by the Owner, as
determined by the Appraisal District, multiplied by the tax rate of the years in question, as
calculated by the City Tax Assessor-Collector. The liquidated damages shall incur penalties as
provided for delinquent taxes and shall commence to accrue after expiration of the thirty (30) day
payment period.
Article VII
Miscellaneous
8.1 Annual Application for Tax Exemption. It shall be the responsibility of the Owner
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 the exemption
application shall be submitted to the City upon request.
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8.2 Notice. All notices required by this Agreement shall be addressed to the following,
or other such other party or address as either party designates in writing, by certified mail, postage
prepaid, or by hand or overnight delivery:
If intended for Owner, to:
Historic Coppell Properties, Ltd.
Attn: Steven A. Swaldi, M.D.
301 Meadow Creek Road
Coppell, Texas 75019
If intended for City, to:
Attn: City Manager
City of Coppell, Texas
P.O. Box 9478
Coppell, Texas 75019
With copy to:
Peter G. Smith
Nichols, Jackson, Dillard, Hager & Smith, L.L.P.
1800 Lincoln Plaza
500 N. Akard
Dallas, Texas 75201
8.3 Severabilitv. In the event any section, subsection, paragraph, sentence, phrase or
word herein is held invalid, illegal or unconstitutional, the balance of this Agreement shall stand,
shall be enforceable and shall be read as if the parties intended at all times to delete said invalid
section, subsection, paragraph, sentence, phrase or word.
8.4 Applicable Law. 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 Dallas
County, Texas. The parties agree to submit to the personal and subject matter jurisdiction of said
court..
8.5 Counterparts. This Agreement may be executed in any number of counterparts,
each of which shall be deemed an original and constitute one and the same instrument.
8.6 Entire Agreement. 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 a part of this
Agreement.
8.7 Recordation of Agreement. A certified copy of this Agreement shall be recorded
in the Deed Records of Dallas County, Texas.
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8.8 Incorporation of Recitals. The determinations recited and declared in the preambles
to this Agreement are hereby incorporated heroin as part of this Agreement.
8.9 Exhibits. All exhibits to this Agreement are incorporated herein by reference for all
purposes wherever reference is made to the same.
8.10 Chamber of Commerce. During the term of this Agreement, Owner agrees to
maintain continuous corporate membership in the Coppell Chamber of Commerce.
8.11 Conditions Precedent. This Agreement and the parties respective obligations, are
subject to and contingent upon (i) Owner closing its purchase of the Land from the Coppell
Economic Development Foundation on or before March 1, 2006; and (ii) the Coppell Economic
Development Foundation closing its purchase of the Land from the City.
EXECUI~D in duplicate originals the ..~d~4a~ 6~e~~~
City of C~ .
By:
Doff ~J~q. Stox/~{, ~
By: Ci~mey
EXECUTED in duplicate originals the __
Attest:
day of ,2006.
By: Historic Coppell Properties, Ltd..
By: Grapevine Sprint, LLC, the General
By:
Steven A. Swaldi,' I~l.~., President
Partner
Ti~x Abatement Aereement/Pdstoric Covoell Properties. Ltd.
Lot 1, Block 1 -PAGE 8 75264
City's Acknowledgment
State of Texas §
County of Dallas §
This instrument was acknowledged before me on the
2006, by Douglas Stover, Mayor of the City of Coppell, Texas,
said municipality.
My Commission Expires:
Notary PubUc
State of Texas
Comm. Expires 06-11-2008
Owner's Acknowledgment
State of Texas §
County of Dallas §
This instrument was acknowledged before me on the ~ day of~L(~/,
2006, by Steven A. Swaldi, M.D., being the President of Grapevine Springs Management, L/EC,
the general partner of Historic Coppell Properties, Ltd. a Texas limited partnership on behalf of
said limited partnership.
My Comm. Exiares Cc~ 18, 2cOa
My Commission Expires:
obY~ary~ublic, State of Texas
Tax Abatement Aereement/Historic Coppell Properties. Ltd.
Lot 1~ Block 1 -PAGE 9
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Exhibit "A"
LEGAL DESCRIPTION
Lot 1, Block 1 of the Historic Coppell Properties Addition
Description for a tract of land in the James Simmons Survey, Abstract Number 1296, City of
Coppell, Dallas County, Texas, and being a portion of that tract of land described in a deed to the
City of Coppell, recorded in Volume 99203, Page 3079, Deed Records, Dallas County, Texas,
and being more particularly described as follows:
BEGINNING at a 3/8" iron pin found in the south line of Bethel Road for the most northerly
northwest corner of said City of Coppell tract, from which a lA" iron pin found with cap marked,
"BRITTAIN & CRAWFORD" bears 0.21 of a foot, North 01 degree 19 minutes 54 seconds
East;
THENCE South 85 degrees 25 minutes 51 seconds East a distance of 115.20 feet along the
proposed south line of Bethel Road to a lA" iron pin set with cap marked, "AREA
SURVEYING" for the beginning of a curve, concave to the north, having a radius of 685.00 feet,
and a long chord which bears 34.44 feet, South 86 degrees 45 minutes 55 seconds East;
THENCE Easterly, continuing along the proposed south line of Bethel Road and along said
curve, a distance of 34.44 feet to a lA" iron pin set with cap marked, "AREA SURVEYING" at
the end of said curve;
THENCE South 88 degrees 12 minutes 20 seconds East a distance of 110.51 feet, continuing
along the proposed south line of Bethel Road to a lA" iron pin set with cap marked, "AREA
SURVEYING";
THENCE South 01 degree 47 minutes 40 seconds West a distance of 275.00 feet to a lA" iron pin
set with cap marked, "AREA SURVEYING";
THENCE North 88 degrees 12 minutes 20 seconds West a distance of 254.35 feet to a lA" iron
pin set with cap marked, "AREA SURVEYING";
THENCE North 00 degree 27 minutes 20 seconds East, at 86.22 feet passing a lA" iron pin found
for a northwest corner of said City of Coppell tract, in all, a total distance of 281.52 feet to the
POINT OF BEGINNING, said described tract containing 1.636 acre of land.
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