1995T33- ALAMO HOOLY SALES AND SERVICE
ORDINANCE NO. ;&=;-33
AN ORDINANCE
BY THE CITY COUNCIL OF THE CITY OF
SCHERTZ, TEXAS, APPROVING A TAX ABATEMENT
AND A TAX ABATEMENT AGREEMENT FOR AND WITH
ALAMO HOLLY SALES AND SERVICE, INC, A
PROPERTY OWNER IN THE CITY OF SCHERTZ.
WHEREAS, Section 312 of the Texas Property Tax Code
allows municipalities to abate ad valorem taxes under specific
Guidelines and Criteria, and the City of Schertz has adopted
specific Guidelines and Criteria under these provisions; and
WHEREAS, the City Council finds that the application for
abatement of ad valorem taxes by Alamo Holly Sales and Service
Inc, meets those Guidelines and Criteria, and further finds
the terms of the tax abatement agreement listed at Exhibit 1
are acceptable; and
WHEREAS, the property owned by Alamo Holly Sales and
Service Inc, described as Lot 1, Block 4, Unit 3, (1.541
acres) in the Tri-County Business and Industrial Park,
recorded in Volume 5, Pages 7a and 7b, Plat Records of
Guadalupe County on 26 December, 1985, and is within a
Enterprise Zone as approved by the Texas Department of
Commerce on 11 April, 1995; and,
WHEREAS, the terms of the tax abatement agreement will
cause no substantial long term adverse effect on the provision
of the City's services or tax base, and the planned use of the
property will not constitute a hazard to public safety, health
or morals; NOW THEREFORE
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS:
THAT, the request for abatement of ad valorem taxes by
Alamo Holly Sales and Service Inc. is approved. The approved
rate is 90% for the first three (3) years and 17.4% for the
4th year. Taxes shall be abated on capital improvements only.
THAT, the City
agreement, shown as
Service Inc.
Manager is authorized to enter into
Exhibit I, with Alamo Holly Sales
an
and
Approved on first reading the 27th day of September, 1995.
PA~D, APPROVED AND
';/~-v , 1995.
~'Tql~Y
Mayor, City of Schertz, Texas
of
ATTEST:
~~~~
City Secretary, City of Schertz
(SEAL OF CITY)
Exhibit 1
Tax Abatement Agreement
1. Parties.
This agreement, is made and entered into by and between the
City of Schertz, Texas (hereinafter called the "City"), and
Alamo Holly Sales and Service Inc., (hereinafter called the
"Company") .
2. Authorization and Findings.
a. This agreement is entered into pursuant to:
(1) Section 312 of the Texas Property Tax Code.
(2) City of Schertz Ordinance 94-T-33, which
establishes the City of Schertz Guidelines and Criteria for
Tax Abatement and Reinvestment Zones (hereinafter referred
to as the "Guidelines and Criteria").
(3) City of Schertz Ordinance
which approves this tax abatement
authorizes the execution hereof.
9s- T- 33
and agreement and
the
meet
finds
b. The City, by approval of this agreement, hereby finds
terms of this agreement and the property subject to it, to
the "Guidelines and Criteria" as adopted, and further
there will be:
(I) no substantial long-term adverse affect on the
provision of City services or tax base; and
(2) no hazard to public safety, health, or morals as
the result of the planned use of the property.
3. Property
a. The real property is described as Lot 1, Block 4, Unit
3 (1.541 acres), in the Tri-County Business and Industrial
Park, recorded in Volume 5, pages 7a and 7b, Plat records of
Guadalupe County on 26 December, 1985 (hereinafter called the
"Property" ) .
b. Abatements approved will be based on the value of
improvements set out on the real property roll of the Guadalupe
County Appraisal District for the Property. The 1995 base year
value established by the Guadalupe County Appraisal District is
$19,467.00.
c. The tax account of the Property is lc3325-3004-00100.
-1-
d. A general description of the improvements to be made by
the Company is set out in the basic abatement application.
4. Company Representations and Estimates.
a.
simple
City of
The Company represents they are the owners in fee
of the Property. The Property is located within the
Schertz Enterprise Zone and within Comal County, Texas.
b. The Company
to be as follows:
equipment.
represents that the use of the Property is
Sales and service of food processing
c. The Company estimates it will make capital improvements
("Improvements") to the Property which will cost approximately
$290,000.00
d. The Company represents that a minimum of ten (10) jobs
will be created in connection with the operation of the company
on the Property, and it will have an annual payroll in the
approximate amount of $525,000.00 in facilities located in
Schertz, Texas.
e. The Company represents that no interest in the Property
is presently held by or leased by and covenants that it shall
not sell or lease any interest in the Property to, a member of
the City Council of the City, the Planning and Zoning
Commission of the City, the Economic Development Department, or
any other City officer or employee as long as this agreement is
in effect. .
5. Terms of the Agreement.
This Agreement is conditioned on the Company
following improvements to the Property (hereinafter
as the "Improvements") and fulfilling the following
making the
referred to
covenants:
a. Construction of a 12,000 sq ft masonry building,
including office spaces. The Company represents that the
Improvement to the Property will cost approximately $290,000.00
and will be completed during the term of the abatement.
b. The Company covenants and agrees that a minimum of ten
(10) new permanent positions will be created with the
operations of the Company on the Property within one year of
the Commencement Date (defined below) of the tax abatement.
Any permanent jobs created after the date of execution of this
Agreement shall be considered a new permanent position for
purposes of this Agreement.
-2-
c. The location of the Improvements is more
described in a preliminary site plan approved by
Schertz Planning and Zoning Commission.
particularly
the City of
d. The Company covenants and agrees that all Improvements
shall at all times comply with all applicable City building
codes and ordinances, including, but not limited to, flood,
subdivision, building, electrical, plumbing, fire and life
safety codes and ordinances, as amended. Further, the Company
covenants to maintain the Improvements in compliance with all
such building codes and ordinances, and in a neat attractive
condition with the landscaped area described in the site plan
to be approve by the Planning and Zoning Commission of the
City.
e.
Property
assessed
The Company agrees to pay all ad valorem taxes
and on personal property in a timely manner,
by the City or any other tax jurisdiction.
on the
whether
f. The Company agrees to furnish the Chief Tax Appraiser
of Guadalupe County with information outlined in Chapter 22,
V.A.T.S. Tax Code, as amended, as may be necessary for tax
abatement and for appraisal purposes.
g. The Company agrees to allow inspection of the Property
by the City Manager, or a designee. Such inspection shall be
to determine if the terms and conditions of the Agreement are
being met and for the purpose of assuring compliance with
applicable City Codes and ordinances. Inspections will be made
only after giving a minimum of 24 hours notice and will be
conducted in such a manner as to not unreasonably interfere
with the operation of the Property.
h. The Company agrees that the Company payroll for
permanent employees in the City at the Property will be
approximately $525,000.00 throughout the term of the tax
abatement.
i. The Company agrees annually to certify in writing its
compliance with the terms of this Agreement, which
certification shall be filed by January 15 of each year during
the Term of the Abatement and by January 15 of the year
following the Term of the Abatement.
6. Terms for the Tax Abatement.
a. Provided that the Company complies with its obligations
under Section 5 of this Agreement throughout the period of the
abatement, (90%) of the entire assessed value of the
Improvements located on the Property shall be exempt from ad
valorem taxation for a period of three years, and (17.4%) for
the fourth year.
-3-
b.
property
Property.
No abatement of taxes shall be granted as to personal
of the Company installed or maintained within the
c. The abatement shall be for a four year period (the
"Term of this Agreement") commencing on January 1, 1996 (the
"Commencement Date"), and expiring on the 31 December, 1999
(4th) anniversary of the Commencement Date. Additionally,
during the Term of this Agreement, the City agrees not to
impose any other taxes or assessments that are intended to be
in lieu of ad valorem taxes on the Company, the Property or the
improvements.
d. The Company shall pay all ad valorem taxes due on the
assessed value of the Property prior to the beginning of the
tax abatement.
e. The Company shall have the right to protest and contest
any or all appraisals or reassessments of the Property, or the
Improvements, and the tax abatement provided for herein for
such property shall be applied to the amount of taxes finally
determined, as a result of such protest or contest, to be due
for such property.
7. Default/Recapture.
a. If the Company refuses or neglects to comply with any
of the terms of this agreement or, if any representation made
by the Company in the Application for Tax Abatement (or this
agreement) is false or misleading in any material respect and
such refusal or default is not cured within sixty (60) days
after notice, this Agreement may be terminated by the City.
b. In the event the Company allows ad valorem taxes on the
Property to become delinquent and fails to timely and properly
follow the legal procedures for their protest and/or contest,
this agreement may be terminated by the City.
c. In the event the City determines the Company to be in
default of this Agreement, the City will notify the Company in
writing at the address stated in Section 8 of this agreement,
and if the defaults specified with reasonable particularity in
such notice are not cured within sixty days from the date of
such notice, then this Agreement may be terminated upon written
notice to the Company.
If this agreement is terminated by the City, taxes without
abatement will be due for the year in which termination
occurred and shall accrue without abatement for all tax years
thereafter. However, there shall be no recapture of prior
years' taxes abated by virtue of this Agreement.
-4-
d. If during the Abatement Period the Company should
discontinue all operations in Schertz, Texas, then the City
shall by Ordinance adopted by the City Council have the right
to (i) recapture 100% of the taxes abated in prior years and
the year in which such discontinuance occurs; and (ii)
terminate this agreement.
e. A total bill for any amounts due under Section 7c. or
Section 7d. hereof will be sent to the Company and the Company
agrees to pay the total amount within sixty days after receipt.
Penalty and interest will not begin to accrue until the company
has failed to pay any of the amount placed back on the tax roll
within sixty days after receipt of the bill, unless
arrangements satisfactory to the City and the Guadalupe County
Tax Assessor/Collector have been made.
8. Notice.
All notices shall be in writing, addressed to the Company or
the City at the following addresses. If mailed, any notice or
communication shall be deemed to be received three days after
the date of deposit in the United States Mail, certified mail,
return receipt requested, postage prepaid and properly packaged
for delivery. Unless otherwise provided in this agreement, all
notices shall be delivered to the following address:
To the Company:
If mailed:
6600 Guada Coma Dr.
~~h~rr7 ~y 7R1~4
Attention:" Gary A. Palmer
If delivered:
6600 Guada Coma Dr.
Schertz, TX 78154
Attention: Garv A. Palmer
With copy to:
-5-
To the City:
If mailed or personally delivered:
City of Schertz
Attn: City Manager
P.O. Drawer I
Schertz, Texas 78154
9. Agreement Approved by City Council.
The City represents that this Agreement has been approved by
affirmative vote of a majority of the members of the Schertz
City Council at a regularly scheduled meeting.
10. Assignment.
This agreement may be assignable to a new owner only with prior
City Council approval as reflected in a duly adopted City
Ordinance.
11. General Provisions.
This agreement is entered into subject to the rights of the
holders of outstanding bonds of the City. If the holders of
outstanding bonds of the City exercise any of their rights so
as to diminish the effects or benefits of this Agreement, the
City agrees to work with the Company toward establishing an
alternative agreement with terms similar to this Agreement and
considering any bondholders' rights.
12. Severability.
In the event any section, subsection, paragraph, subparagraph,
sentence, phrase or word herein is held invalid, illegal, or
unenforceable, the balance of the 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,
subparagraph, sentence, phrase or word. In such event there
shall be substituted for such deleted provision a provision as
similar in terms and in effect to such deleted provision as may
be valid, legal and enforceable.
13. Estoppel Certificate.
Either party hereto may request an estoppel certificate from
another party hereto so long as the certificate is requested in
connection with a bona fide business purpose. The certificate,
-6-
which if requested, will be addressed to a subsequent purchaser
or assignee of the Company, shall include, but not necessarily
be limited to, statements that this Agreement is in full force
and effect without default, if such is the case, the remaining
term of this Agreement, the levels of tax abatement in effect,
and such other matters reasonably requested by the party(ies)
to receive the certificate.
14. Applicable Law.
This Agreement shall be construed under laws of the State of
Texas and is performable in Guadalupe County, Texas.
15. Binding on Successors and Assigns.
This agreement will be binding on
the parties hereto and their
permitted assigns,
and inure to the benefit
respective successors
of
and
16. Date.
This agreement has been executed
Origina~each having full force
day of Oi/~/Yle,E./!. 1995.
by the parties in mUlti,~;
and effect on this the
X ~arv A. paier
Alamo Holly Sales
& Service,
"COMPANY"
Inc.
CITY OF SCHERT,z
~, ~---
Ker . Sweatt
City Manager
By:
ATTEST:
~~~
Norma Althouse
City Secretary
Seal of the City
State of Texas:
County of a JI"!PA.l..I)j7to
-7-
This instrument was
October 27 , 1995,
Alamo Holl v Sales , a
behalf of said corporation.
(SEAL)
THE STATE OF TEXAS
COUNTY OF GUADALUPE
~s instrument was
1IE/.VIER- / , 1995, by
he City of Schertz, Texas,
formed under the laws of the
municipality.
(SEAL)
.' -<>f>-~;".?<)-:'d:>:~,".-_" '.-<;,.
f~ORMA .'.1 ,'HU:
NotaryPUIJI!(. :)12\-
MyC(lmmi~~icr: h':'h-'
'OV~\o\.';A:;":. ~,: _<. ""_;~
acknowledged before me
by C'..ary A Pal"""r ,
'T'Px"" corporation,
on
of
on
t2~ctw ~ ~
Notary Public in and for the
State of Texas
Claudia E. Titerle
(Printed Name of Notary)
My commission expires: Aug. 11, 1997
acknowledged before me on
Kerry R. Sweatt, City Manager of
a municipality and body politic
State of Texas, on behalf of said
~~
Notary Public in and for the
State of Texas
~.e/l11?
(Printed
17 ,Lrllo c)5L
Name of Notary)
My commission expires: IIotl. ~ Flt1?
,
-8-
......
Hollyrnatic""
authorized distributor
ALAMO HOllY SALES & SERVICE, INC.
12754 O'Connor Rd.
. San Antooio. Texas 78233-5597 . (210) 653~3096 . Texas Watts 1-8CXJ.-292-5352 .
Fax (210) 653,5441
Ci ty of Schertz
Mark Marquez
1400 Schertz Parkway
P.O. Drawer I
Schertz, Texas 78154
July 17, 1995
Dear Sir,
In reference to Ordinance # 94-t-33, I am asking for a tax
abatement for a building I would like to build in your city. We
are looking at lot 48 in the Tri County Business Park. Our plans
are to build a 12,000 square foot building wi th future plans to add
another 12,000 feet in the future.
Alamo Holly Sales & Service Inc. was started in 1982 By my dad
and myself. We employ approximately sixteen to eighteen people.
With sales between two to two and half million a year. All sales
are generated out of our office so the tax collected would be
collected for the city of Schertz.
I am looking at building this building and leasing back to the
Corporation for tax reasons.
I am asking for two options for abatement to be done. I would
prefer option 2.
1. 50 % for 8 years
2. 100 % for 4 years
Also keep in mind, up and above the improvements to the
property tha t would be done, the Ci ty of Schertz would gain the
personal property tax on a value around three Hundred and Twenty
Five Thousand. Plus with us in the city my employees would. be
spending more of their dollars there, such as gas, food, and other
surrounding business. As we grow and need additional employees I
would hope some could come from the Ci ty of Schertz.
Complete Line of Food Processing Equipment & Supplies
Patty Machines & Paper. Vae Machines & Pouches. Grinders. Saws. Tenderizers. Scales
Dicers. Slicers. Smokehouses. Stulfers. Saw Blades. Grinder Plates & Knives. Vacuum Tumhlers
Sales tax paid last year--------------------------- $ 64,366.05
Employee wages for last year----------------------- $ 526,618.00
Cost of the building ------------------------------ $ 290,000.00
Thank You for your consideration on this Ordnance. We look forward
to doing business in the City of Schertz.
Sincerely,
r ~
1- Gary Palmer
vice President
attach:
ALAMO HOLLY SALES & SERVICE, INC.
SCHEDULE OF OPERATING EXPENSES
FOR THE YEAR ENDED DECEMBER 31, 1994
OPERATING EXPENSES
Salaries - service
Salaries - Warehouse
Salaries - Sales
Salaries - Officers
Salaries - Administration
Commissions
Rent
Office Supplies
Telephone
Depreciation
Travel Expense
Insurance - General
Insurance - Medical
Truck and Auto Expense
Advertising
Taxes - Payroll
Taxes - Property
Professional Fees
Postage and Supplies
Equipment Rental
Repairs and Maintenance
Dues and Subscriptions
utilities
Business Meals and Entertainment
Permits and Fees
Uniforms
State Franchise Tax
Contract Labor
Shop Expense
Small Tools
Machine Testing/Demo
Bank Charges
TOTAL OPERATING EXPENSES
SCHEDULE 2
See Accountants' Compilation Report.
Ridout, Barrett & Co., P.c. 0 Certified Public Accountants
$ 99,200
17,553
43,647
198,779
48,024
1,543
28,577
6,568
17,235
22,627
11,504
42,138
19,487
32,757
7,241
31,657
8,005
7,376
2,505
1,764
5,859
1,635
6,534
4,384
513
982
786
202
6,396
1,207
324
72
$ 677,081
---------
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Page 8
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TEXAS SALES AND USE TAX RETURN
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. 01-20-95
12-31-94
HI> r IMPORTANT
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ALAMO HOLLY SALES AND SERVICE INC
~27S4 OCONNOR RD %R A PALMER
SAN ANTONIO TX 78233-5597
DEe 2 3 \99.4
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032001742214158494430009
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in business. Write In 1M date you wt'nt
out of business. 2.
. BllIct in this box if one of your
100000ions Is out of business or has
ch6ng<<1 its IIddre$S. - - - - - - _ - 3.
Malee .11'1 nec~ssary changes next to rhe incorr<<r informacion for IIny locarion.
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8. Loclltion 'outlet) name .00 address
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ALAMO HOLLY SALES & SERVICE
12754 O'CONNER
SAN ANTONIO TX
Outlet no..
INC
78233
9. AMOUNT OF TAX DUe FOR THIS QUTLET/Oo/larssnd cents!
IMultiply ..Amount subject to tax" Uy '7 AX RATE'" for each type 01 tax duel
TAX RATES
X ,06250 =
9b-City tllX
X .01000 =
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ALAMO HOLLY SALES AND SERVICE INC
For help cilfl 1 -800-252-5555 toff free_
03040
. l.xp.y~, numb~,
17422141584
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Area code'" nq)
023325
01
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TEXAS SALES AND USE TAX RETURN
.. . 03200
. PLEASE PRINT YOUR
NUMERALS lIK.E THIS
. Do not staple or paper clip.
. Do not write in shaded areas.
Page 1 of
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12-20-94
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1-74-2214158-4
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11-30-94
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ALAMO HOLLY SALES AND SERVICE INC in business. Writcin the date you went
12754 OCONNOR RD %R A PALMER outol~si~ss. . 2.
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S AN A NTO NIO T X 78233 - 5 59 7 locations is out of business or has
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1. TOTAL SALES
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ALAMO HOLLY SALES
12754 O'CONNER
SAN ANTONIO
Outlet no..
& SERVICE INC
00002
2. TMABLE SALES
Whole dollars only} _ ill
TX 78233
J. Cost of items you
bo_t,lght for your us.e
{WhOle dollars only) _.
<:. Amount subject
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9. AMOUNT OF TAX DUE FOR THIS OUTlET(Oollarssndcents)
(Multiply "Amount subject to tax" by "TAX RATE" for each type of tax duel
TAX RATES
6. ~omMuTl/~'fJef;x
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9tl.Stete 1ax include in Item IDa
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9b.City 18X include in Item lOb
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X = NOT
5. Amoun1 subject
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15. ~~I~Un!e};q3BElus
Ir-.:m 14/ _ _ _ _ __
16. TOTAL PAYMENT (Add Items 15a. 15b, 15c and 15d and errter the total)
Lf
781
I
ra~paye'
ALAMO HOLLY SALES AND SERVICE INC
. T CoJ~
. T..-pay.' number
IIP.';od
03040
174221H584
9411
6
For help call 1-800-252-5555 lol! free.
I d.d..,. Ihat the inio.mel,on ,n this document end any 4luchmenu i, "ue and Co"ec1
10 lhe be.t o! my kn"""ledg.. end b.lief.
,sign L Tupey.r r
. here r
Bu.;n... phone ( )
fArea code & no. .:110 c'53-
01-114(Rpv,6-94!19)
023339
.~
01
L
. PLEASE PRINT YOUR
NUMERAlS LIKE THIS
. Do not staple or paper clip.
. Do not write in shaded areas.
;10-74-2214158-4
10-31-94
~"".""..'.". ..'..................1..
:JMHiJFWJHI:
ji'i@JJ@Q;
It D.. d...
Page 1 of
11-21-94
HD .r- IMPORTANT
T . Black in this box if your mailing
Taxpeyer name and mailing address (Make any necessary name or address changes beION.) address has changed. Shovv changes 1.
111..111111111.1111111.11..1.1..1.1.1,1.11111'11.1..1.11..1.1I 'ODJ. ';;a~": :::::/':oe: ;~o:u,"::o;;, I;;e;
ALAMO HOLLY SALES AND SERVICE INC Inbusint!ss.Writeinthedateyouwent
],2754 OCONNOR RD %R A PALMER outotbusiness, . 2.
'3 . Black In this box if one 01 your
SAN ANTON~OL.\: ~ TX 78233-5597 10000ionsisoutolbusi~ssorhas
L- cO\. ' t.f' changed its lIddrcss. - - - - - - - . 3.
(, ffJ \ \ <; /) S . Make any necessary changes nt!xt to tlH1 incorrect information (or any location.
:~\a~~00ht2214158 4 9 4 410001
6- . H(qOO
&i-'"'\
..
00002
h.
.
i.
.
(Make name or address cheng'!s below.)
e. loee:tior: lot!tle~J r:!!:':'!~ .:l~:! ,:l:!:!:C!;!:
1. TOTAL SALES
(Whole dollars only} _.
:2'61 ;).07
/9lf<g31
ALAMO HOLLY SALES
12754 O'CONNER
SAN ANTONIO
Qutiei no..
00002
& SERVICE INC
2. TAXABLE SALES
(Whole dol/ars only) _.
TX 78233
3. Cost of items you
bot,lght for your use
fWf/l1le dollars only} .
9. AMOUNT OF TAX DUE FOR THIS OUTlET (Dollars and cents)
(Multiply -Amount subject to tax" by -r AX RATe for each type of tax duel
TAX RATES
-'. Amount subject
,0 state t8)(
Item 2 plus Item 31_ .
6. ~~T1JlufJe~~)(
.
/9Lf'8;3/ X .06250 =
/1Y-63/ X .01000
/1<;<;)3 I X .00500 =
0 X = NOT
TAT T - C rumn 04 ITY T X . u 34 MTAI T T AX~ olumn 4 UNTY f P - 01 mn d
) d. ( 7 r;, q s- /7lf-g 33 Cj7lf-/S xxxxxxxxxx
s. Amount sUbject
to city t8)( _ _ _ _ .
7X*M*1It~tJ6""
to coun'ylSPD Hl)(
.
10. Total t~)( due
ffrom all outlets
or City, MTA/CTD
and CounrylSPD
supplements) _ _.
11. PtTePll.yment ~recljt
::iee Instructlonsl _
12. D[SCO~T (it filed
'S':c f:;tr~~tf~~
0.00
90 .. ~ f !
I
2)31_
~'D;11
~i? I
-.---------.
0.00
00. '66'
13. Net tax du~
({rem 10 minus,
Iterns 11 & 721
I
I
/ J. Ill, . 07 I
'-r--'
/'13'6
_,lip '7
t--
/;)/lfo
----.-
/'? '3 '6
,.:::, /1:".34
!
!
__1.____
I 15d. . 42
CN/1 d.. 8 .
. .. ----1. -----
-0
14 r.~~:'i~rs(~udn6~~7S!
15. AMOUNT TO BE
ft~),?'4)e~ :3_p~u~
o
i
o71~'b
-3
-'G
()
-0
15a.. 02
.04
-- - - ~'~l"
16. TOTAL PAYMENT (Add Items 15a, 15b, 15c and 15d and emer the total)
/6- 0 d.. '3
CJ~I
T.xp.yu nlm.
. T Cod.
Ii Tupayll numb.,
.P.riod
03040
17422141584
9410
8
For help cdll 1-800-252-5555 toll free.
I decla,. lha\ th. .nlo,mation in Ihi, dooumen' and any anHhmenl. i. "u. and 00""'1
. 10 Ih. b.... 01 my ~nowladge and bel;,!.
I sign l.. Ta~peyer uy .utho,i,.d .9ont
i here r
,.,,"... '0."' ( ,_\/ 9
(Area code &- no.) 'QJ..!g_) ~._~.:? q
01-114lRov.S.94/191
D... / /~llf _ Cj 'I
023381
. ....~,~
L~f -
0"'1'
~f.i::;;t .94/1!J
,., LES AND USE TAX RETURN
01
L
d
1'..-
. PLEASE PRINT YOUR
NUMERALS LIKE THIS
. Do not staple or paper clip.
. Do not writ~ in shaded areas.
09-30-94
Page 1 of
1-74-2214158-4
II. Oft ,...
10-20-94
HD .-- IMPORTANT
.,. . Black in this box H your mailing
Texpayer neme end mailing eddtess (Mak~ any nec~S$llry nII~ or Mldrt!ss changes bt!Iow.) IIddress hils changed. Show changes 1.
11..,11.,1..,1.1,,11..,11..1.1..1.1.1,1..1,..1,1.1..1,.1,.1,11 JO. 'Z:"":t:::.n::: :~o;.,,,;~"';,,;,,;;,;
ALAMO HOLLY SALES AND SERVICE INC in busil>/1SS.W,it.in tbedBt.you w.nt
),2754 OCONNOR RD %R A PALMER Bout, "'. ~~~bo H 01 2.
. K mt._ x one your
SAN ANTONIO TX 78233-5597 locations is out 01 business or has
changed its <<Idress. - - - _ _ _ _ 3.
Mak~ any nec~ssary chang~s next to the incorrect in/ormation for any location.
l
032001742214158494330001
00002
h.
.
L
.
(Make heme or lIddress changes below.1
8. L(u:atioro f~u~I.~; !"lame Ilrod a-;!c!,e=.s
1. TOTAL SAtES .
(Whole dollars only.! .
/5?'o'ftf
71 .?.S-O
ALAMO HOLLY SALES
12754 O'CONNER
SAN ANTONIO
& SERVICE
Outlet no..
INC
00002
2. TAXABLE SALES
'Who'e dollars only; _ .
3. Cost of items you
Q9.l,lght for your us.e
IWhOle dollars onlYI .
78233
9. AMOUNT OF TAX DUE FOR THIS OUTLET (DoI!ars and cents)
(MUltiply -Amount subject to tax" by lAX RATE'" lor each type 01 tax due)
TAX RATES
TX
.c;. Amount subject
mes,;/ipl~: Item 3; _ .
6. ~m~u~1,~uTb6e;~x
.
7?d-.SO X .06250
=
77;)..50 X .01000
9c.MTA/CTD tax
77d-.SO X .00500
=
X NOT
5. Amount subjec1
to city tax _ _ _ _ .
'x ~~~~;'i,"..x _.
. 03400
10. Total t~x due
(from al! outlets
or City, MT AICTD
and CounrylSPD
suppJ~ments) _ _.
. 0' 5TATE TAX. Column a
.04 CITY TAX - Column b 1.34
MTAICTD TAX-Column c 1.42 COUNTY/SPD TAX-Column d!
tJ3:;l.'3/5
77d-5'O
38~).5"
XXXXXXXXXX
11. Prepayment ~red.it
(See mstructlOns! _
12. DISCOUNT (if filed
r: f:;1,':/itr~'::s7
;z yO '/O~ I
i I
~ L/'60lf 01 i
, . I .!
r~5'_. 02'Lf ~O'-{. 0 LJ:5~:~-7-~ib~15~
1- -- I i
0.00
70>8
C::,lf
0.00 ~
/. 93 ~
38'1.3:<[
I
!15d.
3 84 3~,.
0.00
3 .8~
13 Net tZlX due
{I(!!m 10 minus
Items 11 & 12;
1<: P..i'nalty & IntereS!
r.)t'C InS!r(fC(JonsJ _.
IS AMOUNT TO BE
PAID !/iem 13pfus
Item 14;
. 34
."
~oo
15. TOTAL PAYMENT (Add Items 15a. 15b, 15c and 15d and enter the rotal)
..
595c;
97
T~"paY~f naml
ALAMO HOLLY SALES AND SERVICE INC
. T Co<l~
. T UP"Y~f numb~f
. P~rio<l
03040
17422141584
9409
o
For help call 1-800-252-5555 toll free.
j d~cla" Ihl1 lh~ ;nlo,m.';on .n thi, <looumln'
10 ,hi b~" of my ~no_I.<lgl .n<l b~li.f
Of uy.uthori2Id.g.nt
In<l Iny al1&<hmlnl. " lru~ u<l 00""01
Ql-114(Rlv.6 94/ ,9)
U;..~...>i..titt::tor':..~I}I~;':.S-:..;~,"m>;q- .~6...,.<;y.bl~._ 1..,
STATETREASl1REfi
sign, T..,.
here'
Bu"nl" phon. () 3
fAfea code & no.! :lIO (,53-
0". \ \
Ie \"'",.> =., L-.\
022902
Evaluation of Tax Abatement Request for Alamo Holly Sales and
. Service Inc.
I received a request for tax abatement from Alamo Holly dated
17 July, 1995. I spoke to Mr. Palmer and advised that I
needed a site plan or proposed site plan before I could fully
staff his request. Mr. Palmers engineer, Peco construction,
provided the site plan on 7 Aug, 1995. The site plan will be
reviewed by the Planning and Zoning Commission on 22 September,
1995. Building plans are currently being reviewed by our
Inspection Department. Building permits are expected to be
issued as soon as Planning and Zoning approves the site plan.
Indications are that both Inspections and Planning and Zoning
will approve both plan on schedule.
Alamo Holly is a supplier of food processing equipment to major
retailers in HEB. They plan to build a 12,000 sq. ft. (tilt
wall) building in Tri-County Business Park to house all of
their operations, which include, sales, distribution, and
servicing of this equipment.
The basis of the abatement request is capital improvements of
$290,000, employee payroll of $526,618, and sales tax to the
City of about $6,000 annually
The abatement percentages based on this request are as follows:
Capital Improvements of $290,000
First $75,000
Remaining $215,000 @ 1% per $50,000
Payroll
$526,618 @ 1% per $25,000
10.0%
4.3%
21.6%
Sales Tax
$6,000 @ 2% per $1,000
12.0%
Total Percentage Authorized
47.9%
Mr. Palmer has also requested a variance to our ordinance.
Our standard abatement is for a period of six years. He
proposes to shorten the period of the abatement in return for
increasing the abatement percentage for the shorter period of
time. I have developed a methodology which would allow such a
variance and not affect the total dollar value of the abatement
(assuming assessed valuations do not change.)
Recommend approval of a
Recommend approval also of
based on the formula I have
tax abatement for Alamo
the variance, provided it is
developed.
Holly.
given
The dollar
variance are
attached.
values for the standard abatement and
provided on the reverse side of this
suggested
sheet and
Dollar Values of Alamo Holly Project
Current Values
Land
Improvements
Personal Property
Total
$19,467.00
$0.00
$0.00
$19,467.00
$0.4275
Tax Rate
Tax Revenue
Land
Improvements
Personal Property
Total Ad Valorem
$83.22
$0.00
$0.00
$83.22
Additional Revenues
Payroll
Multiplier @ 1%
$0.00
$0.00
$0.00
Sales Tax
Total Annual Revenues to the City
Minus Abatement of Capital Improvements
at 47.9 percent
$83.22
$0.00
Difference From Current Values
Total Annual Cost of Abatement
Total Revenues to the City over the 6 Year Term
Minus Cost of Abatement over the 6 Year Term
Minus Current Revenues over the 6 Year Term
Total Net Revenues to the City over the 6 Year Term
Projected Values
$19,467.00
$290,000.00
$350,000.00
$659,467.00
$0.4275
$83.22
$1,239.75
$1,496.25
$2,819.22
$215,000.00
$2,150.00
$6000.00
$10969.22
$593.84
$10375.38
$593.84
$65815.33
$3563.04
$499.33
$61752.96
Total Net Revenues cover the cost of the abatement by a ratio of:
17.33 to 1
Cost Per Job
$209.59
Years
1
2
3
4
5
6
Dollar Value of Variance for Alamo Holly
Variance assumes taxes and assessed valuations remain the same.
Capital Improvement Value
Tax Rate
Current
$593.84
$593.84
$593.84
$593.84
$593.84
$593.84
$3563.04
Percentage
47.9%
47.9%
47.9%
47.9%
47.9%
47.9%
Variance
$1115.78
$1115.78
$1115.78
$215.72
$3563.04
Percentage
90%
90%
90%
17.4%
$290,000.00
0.4275
.
~,~JY6 ~.
I'V,J, Ji~ .
fl Jl~ cLt ~r
[tJ~ #/t,qb
PUBLISHER'S AFFIDAVIT
THE STATE OF TEXAS,
County of Guadalupe
Before me, the undersigned authority, on this date personally appeared L. A. REYNOLDS
known
to me, who, being by me duly swom, cn his oath deposes and says that he is the Publisher of The Seguin
Gazette-Enterprise, a newspaper published in said county; that a copy of the within and foregoing
AD
was published in said newspaper ~
and a newspaper copy of which is hereto attached.
times before the return day named therein. such
AN ORi:HNANCE
BY THE CITY COUNCIL
OF' THE . brl'i' OF
SCHERTZ, TEXAS, AP.
PROVING A TAX ABATE-
MENT AND A TAX
ABATEMENT AGREE.
MENT FOR AND WITH
ALAMO HOLLY SALES
I, I ,7~ J,/}'dAND SERVICE, INC., A
W--t:.<-4:'-t.... PROPERTY OWNER IN
THE CITY OF SCHERTZ.
appIOY8d CH11irst reading the
3<d day of OctoIIer,l995.
Nonna __,
ClIy Sectelarv
AN ORDINANCE
BY THE CITY COUNCIL
OF' THE . CITY OF.
SCHERTZ, TEXAS, Ap.
PROVING A TAX ABATE.
MENT AND A TAX
ABATEMENT AGREE-
MENT FOR AND WITH
_ALAMO HOLLY SALES
A.D. 19 Cl S AND SERVICE, INC., A
, PROPERTY OWNER IN
THE CITY OF SCHERTZ.
appIOY8d CH1 fillll reading the
3rd day of October, 1995.
Nonna Ahhouse,
CitY Secretary
e..~4. ~.-J
publications being on the following dates:
OC)uUqr t \CtCL\-
,
o C)C~ir I;) \ \CtCt C) hLUed CtkF CD.
,
Sworn to and subscnbed before me, this I ~7 t1I day of 0 C;{c, kKr
3--~;~~~~)~';"\1
.....,. ",!,
t~o., . ^ . '/"\ MARGARET l. CLARKSON
~., ~jf<,7 '. ~ NOlitf'/Pt~.!c.f',la\edl1."~:r
~-" v'''-.\. i i M1Cllrn,r,I$;')n[xtJlresJnnh,Wfl
\"'-',........... ....t';'
I",:..~~~...::..---
'1Y1d~t.
.'
Notary Public, Guadalupe CoUnty, Texas
I:
Ii
i
I
i
i'
"
."
PUBLISHER'S AFFIDAVIT
c'"J ~ f:/
~ qf~~'JY b
1/'0{ ()) vL.JJur t /)p.I
.J (j}6A,.Y rv- - I
:lefore me, the undersigned authority, on this date personally appeared L. A - REYNOLDS
. ,
,
rHE STATE OF TEXAS,
County of Guadalupe
known
o me, who, being by me duly sworn, on his oath deposes and says that he is the Publisher of The Seguin
3azette-Enterprise, a newspaper published in said county; that a copy of the within and foregoing
was published in said newspaper ;;)
AD
times before the return day named therein, such
ORDlNANer NO, ..T-33
BY THE CITY COUNCIL
OF THE CITY OF'
SCHERTz, 'l"EXAS, AP-
PROVING A TAX ABATE-
MENT AGREEMENT FOR
AND WITH ALAMO HOLLY
SALES AND SERVICE,'
INC., A PROPERTY 0WN-
ER IN THE CITY OF.
SCHERTZ.
PASSED, APPROVED
AND ADOPTED the 17th
day of October, 1995
Norma Ahhouse,
City Secretary
"'" a newspape< oopy of which · here" _. "---.c' \ , ' ")
;;-- ~~~-=
Swom to and subscnbed before me, this DJ.\[}'<\ day of Q C\" )~,\
Jublications being on the following dates:
C)/t \~ ;)0:), \ C\,,\ s;,
() c\0~ ,~~ \ c'\C'\S
J
ORDINANCE NO. 85-T-33
BY THE CITY COUNCIL
OF THE CITY OF
SCHERTZ, TEXAS, AP-
PROVING J( TAX ABATE-
11 0 Legal Notices
~---
MENT AGREEMENT FOR
AND WITH AlAMO HOLLY
SALES AND SERVICE,
INC., A PROPERTY OWN-
ER IN THE CITY OF
SCHERTZ.
PASSED, APPROVED
AND ADOPTED the 17th
day of October, 1996
Norma Ahhouse,
ClIy Secretary
A.D., 19 , <; .
.....-'''"",,
/:\~t:~'f.~~&;"tl
[.,O'A..,<0\, MARGARET L. CLARKSON
~. i ')l,' ;. ~ NoIlryPl.1'c:Ic,SlateolTegs .
\. " ~ / I M)'CommSitfJn~ut!SJa1.14, 1998
\~~~':'Of"~;'i-:~
\..\"",....,.....
'rYt~~ X ~--.-J
Notary Public, Guadalupe County, Texas
.'