RE 2006-1212.4
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RESOLUTIC20070018863 ..,/
14 PGS
RESOLUTION NO. Zoo h- /Z/ z. .4-
A RESOLUTION OF THE CITY OF COPPELL, TEXAS, APPROVING THE
TERMS AND CONDffiONS OF A TAX ABATEMENT AGREEMENT BY AND
BETWEEN THE CITY OF COPPELL, TEXAS AND DA VITA RX; 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 Da Vita Rx, 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 fmds 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 tangible personal property to be located at 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 tangible personal property to be located at the Premises will accomplish
the tax abatement guidelines of the City of Coppell, Texas.
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 Agreement is located, a written notice that the
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67070
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 ADOPfED by the City Council of the City of Coppell, Texas,
on this the /? ~ay of
ATTEST:
~ · /:LLd L
1lB Y ittf:ITY SECRETARY
C ATTORNEY
(pGS/si 12/06/06)
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67070
STATE OF TEXAS
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Tax Abatement Agreement
COUNTY OF DALLAS
This Tax Abatement Agreement (the "Agreement") is entered into by and between the City
of Coppell, Texas (the "City"), and DaVita Rx, Inc. ("Lessee"), acting by and through their
authorized representatives.
WIT N E SSE T H:
WHEREAS, the City Council of the City of Coppell, Texas, (the "City"), passed an
Ordinance (the "Ordinance") establishing Tax Abatement Reinvestment Zone No. 54 (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, Lessee has or intends to lease approximately 53,000 square feet of space in
the existing building located at 1234 Lakeshore Drive (hereinafter defined as the "Improvements")
on the real property described in Exhibit "A" (the "Land") and intends to reconfigure, or cause to be
reconfigured, on the Land and intends to locate certain Tangible Personal Property (hereinafter
defmed) at the Improvements; and
WHEREAS, the City Council fmds that the contemplated use of the Premises (hereinafter
defmed), 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 fmds 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
Da Vita Rx!fax Abatement Agreement -Page 1
67074
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 Lessee 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
Dermitions
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 Tangible Personal
Property for the year in which the Tax Abatement Agreement is executed (2006).
"City" shall mean the City of Coppell, Texas.
"Commencement of Construction" shall mean that: (i) the plans have been prepared and
all approvals thereof required by applicable governmental authorities have been obtained for
reconfiguration of the Improvements; (ii) all necessary permits for the reconfiguration of the
Improvements pursuant to the respective plans therefore having been issued by all applicable
governmental authorities; and (iii) the construction of the vertical elements of the reconfiguration
of the Improvements has commenced.
"Completion of Construction" shall mean that: (i) the reconfiguration of the
Improvements, on the Land has been substantially completed; (ii) the first final, permanent
certificate(s) of occupancy for the occupancy of the Improvements following the reconfiguration
thereof, has been issued by the City.
"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 first fmal certificate of occupancy for the Lessee's occupancy
for the Improvements unless otherwise agreed by the parties.
Da Vita Rxffax Abatement Agreement -Page 2
67074
"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, adverse weather, government or de facto governmental action (unless caused by acts or
omissions of such party), fires, explosions or floods, strikes, slowdowns or work stoppages.
"Improvements" shall mean the existing building located at 1234 Lakeshore Drive,
Coppell, Texas on the Land.
"Land" means the real property described in Exhibit A.
"Lease" shall mean Lessee's lease of approximately 53,000 square feet of space in the
Improvements.
"Lessee" shall mean Da Vita, Rx, Inc.
"Pharmacy" shall mean a pharmacy to be operated by the Lessee at the Improvements.
"Premises" shall collectively mean the Land and the Improvements, but excluding Tangible
Personal Property.
"Tangible Personal Property" shall mean tangible personal property, equipment and
fixtures owned by or leased by Lessee, other than inventory or supplies, located at the
Improvements, 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 Lessee has or is under contract to lease the Improvements, which are located within
the city limits of the City and within the Zone. Lessee intends to locate Tangible Personal Property
at the Improvements.
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.
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.
2.5 Lessee shall before May 1, of each calendar year that the Agreement is in effect,
certify in writing to the City that, to its knowledge, it is in compliance with each term of the
Agreement.
Da Vita Rxtfax Abatement Agreement -Page 3
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2.6 The Land and the Improvements constructed thereon at all times shall 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. The City acknowledges that the
operation of a pharmacy is consistent with the City's Comprehensive Zoning Ordinance, as
amended, and the City's general purposes of encouraging development or redevelopment within the
Zone.
2.7 Lessee agrees, subject to events of Force Majeure, to continuously lease and occupy
the Improvements for a period of at least five (5) consecutive years beginning with the First Year of
Abatement.
2.8 The term of this Agreement shall begin on the Effective Date and continue until
the 6th anniversary date of the First Year of Abatement, unless sooner terminated as provided
herein.
Article ill
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, and provided the Taxable
Value of the Tangible Personal Property is at least Six Million Dollars ($6,000,000.00) as of
January 1 of the First Year of Abatement and as of January 1 of each year thereafter that this
Agreement is in effect, the City hereby grants Lessee an abatement of 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 Tangible
Personal Property subject to abatement will only apply to the Tangible Personal Property located in
the Improvements after this Agreement is executed.
3.3 The period of tax abatement herein authorized shall be for a period of five (5)
consecutive years beginning with the First Year of Abatement.
3.4 During the period of tax abatement herein authorized, Lessee 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
4.1 Lessee agrees to continuously lease and occupy the Improvements and agrees to
locate and maintain Tangible Personal Property at the Improvements with a Taxable Value of at
least Six Million Dollars ($6,000,000.00) as of the First Year of Abatement as of January 1 of each
year thereafter that this Agreement is in effect. Nothing in this Agreement shall obligate Lessee to
Da Vita Rx!fax Abatement Agreement -Page 4
67074
lease the Improvements or to locate Tangible Personal Property at the Improvements but said
actions are a condition precedent to Lessee's tax abatement pursuant to this Agreement.
4.2 Subject to the terms of the Lease, Lessee agrees to maintain the portion of the
Improvements it has leased under the Lease, as required under the terms of its Lease, during the
term of this Agreement in accordance with all applicable state and local laws, codes, and
regulations. Lessee agrees that the portion of the Improvements it has leased under the Lease, shall
be used only as a pharmacy and related purposes for a period of five (5) years commencing with the
First Year of Abatement.
4.3 The City, its agents and employees shall have the right of access to the Premises to
inspect the portion of the Improvements Lessee has leased, provided that such inspection and entry
shall be in accordance with all applicable state and local laws and regulations (or valid waiver
thereof) at reasonable times and with reasonable notice to Lessee, and in accordance with Lessee's
visitor access and security policies, in order to insure that the Lessee is in compliance with this
Agreement, and the City, its agents and employees shall be subject to and shall comply with all
applicable state and federal drug control laws and patient confidentiality laws, as well as Lessee's
policies and procedures.
Article V
Default: Recapture of Tax Revenue
5.1 In the event Lessee: (i) fails to lease 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 Lessee 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, then Lessee after the expiration
of the notice and cure periods described below, shall be in default of this Agreement. As liquidated
damages in the event of such default, the Lessee shall, within thirty (30) days after demand, pay to
the City all taxes which otherwise would have been paid by the Lessee to the City without benefit of
a tax abatement for the 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.
The parties acknowledge that actual damages in the event of default termination would be
speculative and difficult to determine. The parties further agree that any abated tax, including
interest as a result of this Agreement, shall be recoverable against the Lessee, its successors and
assigns and shall constitute a tax lien against the Tangible Personal Property and shall become due,
owing and shall be paid to the City within thirty (30) days after termination.
5.2 Upon breach by Lessee of any obligations under this Agreement the City shall notify
the Lessee 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
Lessee 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.
Da Vita Rxtfax Abatement Agreement -Page 5
67074
5.3 If the Lessee 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 Lessee.
5.4 Upon termination of this Agreement by 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. The computation of the abated tax for the purposes of the Agreement shall be based upon
the full Taxable Value of the Tangible Personal Property, without tax abatement for the years in
which tax abatement hereunder was received by the Lessee, 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 VI
Miscellaneous
6.1 Annual Application for Tax Exemption. It shall be the responsibility of the Lessee
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.
6.2 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 Lessee, to:
Da Vita Rx, Inc.
Attn: Bill Hughson
1350 Old Bayshore, Suite 777
Burlingame, CA 94010
If intended for City, to:
Attn: City Manager
City of Coppell, Texas
P. O. Box 9478
Coppell, Texas 75019
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With copy to:
Peter G. Smith
Nichols, Jackson, Dillard, Hager & Smith, L.L.P.
1800 Lincoln Plaza
500 N. Akard
Dallas, Texas 75201
6.3 City Council Authorization. This Agreement was authorized by resolution of the
City Council approved by its Council meeting authorizing the Mayor to execute this Agreement on
behalf of the City.
6.4 Severability. 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.
6.5 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.
6.6 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.
6.7 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.
6.8 Recordation of Agreement. A certified copy of this Agreement shall be recorded in
the Deed Records of Dallas County, Texas.
6.9 Incorporation of Recitals. The determinations recited and declared in the preambles
to this Agreement are hereby incorporated herein as part of this Agreement.
6.10 Exhibits. All exhibits to this Agreement are incorporated herein by reference for all
purposes wherever reference is made to the same.
6.11 Chamber of Commerce. During the term of this Agreement, Owner agrees to
maintain continuous corporate membership in the Coppell Chamber of Commerce.
6.12 Conditions Precedent. This Agreement and the Tax Abatement provided herein
on and subject to: (i) Lessee entering into the Lease on or before
. and (ii) Lessee occupy the Improvements on or before
Da Vita Rxtfax Abatement Agreement -Page 7
67074
EXECUTED in duplicate originals the I~~y o~D~A-d006.
By:
Attest:
B~l3tUL
Libby B , ity Secretary
EXECUTED in duplicate originals the 7l:b day of .J).it. e~. LY"
,2006.
By:
Name:
Title:
Da Vita Rx/fax Abatement Agreement -Page 8
67074
City's Acknowledgment
State of Texas ~
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County of Dallas ~
This instrument was acknowledged before me on the /Z.~ay ofN?I'I~
2006, by Douglas N. Stover, Mayor of the City of Coppell, Texas, a Texas municipality, on behalf
of said municipality.
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Lessee's Acknowledgment
State of TeIMfI ~
County of S~ t{~
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My Commission Expires:
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. Mycomm. ExpIres NoV 14. 2009
Da Vita Rx!fax Abatement Agreement -Page 9
67074
Exhibit "A"
Legal Description
Lots lR & lRl, Block D
Northlake 635 Business Park Addition
STATE OF TEXAS
COUNTY OF DALLAS
WHEREAS, Coppell Commerce Center, Ltd., a Texas Limited Partnership, is the owner of a
tract of land situated in the Cordelia Bowen Survey, Abstract No. 56, in the City of Coppell,
Dallas County, Texas, said tract being all of that tract of land described in deed to said Coppell
Commerce Center, Ltd. as recorded in Volume 99223, Page 631, Deed Records, Dallas County,
Texas (D.R.D.C.T.), said tract also being all of Coppell Business Center II, an addition to the
City of Coppell as recorded in Volume 99217, Page 1763, D.R.D.C.T., and being more
particularly described as follows:
BEGINNING at a liz-inch found iron rod for the intersection of the west right-of-way line of
Beltline Road (a variable width right-of-way) and the north right-of-way line of Lakeshore Drive
(a variable width right-of-way, 90 feet wide at this point), as dedicated by the plat of NortWake
635 Business Park, an addition to the City of Coppell as recorded in Volume 85056, Page 3358,
D.R.D.C.T.:
THENCE along the north, northeast and east right-of-way lines of said Lakeshore Drive, the
following calls:
North 89 degrees 30 minutes 00 seconds West, a distance of 185.34 feet to a liz-inch set iron rod
with a yellow plastic cap stamped 'HALFF ASSOC. INC.' (hereinafter referred to as 'with cap')
for the point of curvature of a circular curve to the left having a central angle of 12 degrees 50
minutes 19 seconds and a radius of 300.00 feet, whose chord bears South 84 degrees 04 minutes
51 seconds West a distance of 67.08 feet;
Westerly, along said curve for an arc distance of 67.22 feet to a liz-inch set iron rod with cap for
the point of reverse curvature of a circular curve to the right having a central angel of 12 degrees
50 minutes 19 seconds and a radius of 300.00 feet, whose chord bears South 84 degrees 04
minutes 51 seconds West a distance of 67.08 feet;
Westerly, along said curve for an arc distance of 67.22 feet to a liz-inch found iron rod with cap
stamped 'Powell and Powell' for the point of tangency, said Lakeshore Drive being a 60 foot
right-of-way at this point;
North 89 degrees 30 minutes 00 seconds West, a distance of 388.27 feet to a liz-inch set iron rod
with cap for the point of curvature of a circular curve to the right having a central angle of 52
degrees 53 minutes 07 seconds and a radius of 320.00 feet, whose chord bears South 63 degrees
03 minutes 27 seconds West a distance of 284.99 feet;
Da Vita RxtTax Abatement Agreement -Page 10
67074
Northwesterly, along said curve for an arc distance of 295.37 feet to a V2-inch found iron rod for
the point of tangency;
North 36 degrees 36 minutes 53 seconds West, a distance of 398.49 feet to a V2-inch set iron rod
with cap for the point of curvature of a circular curve to the right having a central angle of 37
degrees 06 minutes 53 seconds and a radius of 320.00 feet, whose chord bears North 18 degrees
03 minutes 27 seconds West a distance of 203.68 feet;
Northerly, along said curve for an arc distance of 207.29 feet to a V2-inch found iron rod for the
point of tangency;
North 00 degrees 30 minutes 00 seconds East, a distance of 556.13 feet to a V2-inch found iron
rod with cap for the intersection of said east right-of-way line of Lakeshore Drive with a line of 5
feet north of and parallel to the north line of a 50 foot Open Channel Drainage Easement as
dedicated by the aforementioned plat of Northlake 635 Business Park;
THENCE departing said east line and along said parallel line, the following calls:
South 89 degrees 30 minutes 00 seconds East, a distance of 629.41 feet to a V2-inch found iron
rod with cap for the point of curvature of circular curve to the left having a central angle of 27
degrees 17 minutes 51 seconds and a radius of 470.00 feet, whose chord bears North 76 degrees
51 minutes 05 seconds East a distance of 221.81 feet;
Easterly, along said curve for an arc distance of 223.92 feet to a V2-inch set iron rod with cap for
the point of reverse curvature of a circular curve to the right having a central angel of 27 degrees
17 minutes 51 seconds and a radius of 530.00 feet, whose chord bears South 76 degrees 51
minutes 05 seconds East a distance of 250.13 feet;
Easterly, along said curve for an arc distance of 252.51 feet to a V2-inch found iron rod for the
point of tangency;
South 89 degrees 30 minutes 00 seconds East, a distance of 168.37 feet to a point for the
intersection of said parallel line and the aforementioned west right-of-way line of Beltline Road,
said point bears North 00 degrees 30 minutes 00 seconds East, a distance of 30.00 feet from the
intersection of the center line of said 50 foot Easement and said west right-of-way line;
THENCE South 00 degrees 30 minutes 00 seconds West, along said west right-of-way line, a
distance of 1235.26 feet to a V2-inch set iron rod with cap for comer;
THENCE South 10 degrees 48 minutes 36 seconds East, continuing along said west right-of-way
line, a distance of 56.09 feet to the POINT OF BEGINNING AND CONTAINING 1,430,216
square feet or 32.83 acres of land, more or less.
Da Vita Rx!fax Abatement Agreement -Page 11
67074
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FILED AND RECORDED
liG~V OFFICIAL PUBLIC RECORDS
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"~ John F. Warren, County Clerk
Dallas County TEXAS
January 12, 2007 04:24:10 PM
FEE: $64.00
20070018863
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