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1998T14-GENUINE PARTS ORDINANCE NO. f/j-t-/1 AN ORDINANCE THE CITY OF SCHERTZ, TEXAS, APPROVING A TAX ABATEMENT AND A TAX ABATEMENT AGREEMENT BY THE CITY COUNCIL FOR AND WITH GENUINE PARTS, 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 Genuine Parts, meets those Guidelines and Criteria, and further [mds the terms of the tax abatement agreement listed at Exhibit 1 are acceptable; and WHEREAS, the property owned by Genuine Parts, described as Lot 6, Block 1 of Tri-County Business and Industrial Park, is within a State 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 Genuine Parts is approved. The approved rate is 90% for eight (8) years. Taxes shall be abated on capital improvements only. THAT, the City Manager is authorized to enter into an agreement, shown as Exhibit 1, with Genuine Parts. Approved on first reading the 5th day of May, 1998. P~D, /:la, I APPROVED ,1998. AND ADOPTED this the ll1lday of '. -v-.... of Schertz, Texas ArrEST: ~~n{-eU t2L:z'd(~4...L/ 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 Genuine Parts Corporation, (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 97-T-4, 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 and agreement and authorizes the execution hereof. b. The City, by approval of this agreement, hereby finds the terms of this agreement and the property subject to it, to meet the "Guidelines and Criteria" as adopted, and further fmds there will be: (1) 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 6, Block 1, (7.325 acres), in the Tri-County Business Park Subdivision, recorded in the Records of Deeds and Plats in Guadalupe County, (hereinafter called the "Property"). -1- 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 1997 base year value established by the Guadalupe County Appraisal District is $319,000.00. c. The tax account of the Property is IG-3325-2001-00600-00. 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. The Company represents they are the owners in fee simple of the Property. The Property is located within the City of Schertz, State Enterprise Zone, Tri-County Business Park, and within Guadalupe County, Texas. b. The Company represents that the use of the Property is to be as follows: Distribution of Office products to retail outlets. c. The Company estimates it will make ("Improvements") to the Property, which will $3,500,000.00. capital improvements cost approximately d. The Company represents that a minimum of sixty (60) new jobs will be created in the City of Schertz in connection with the operation of the Company on the Property, and it will have an annual payroll in the approximate amount of $1,440,000.00 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 making the following improvements to the Property (hereinafter referred to as the "Improvements") and fulfilling the following covenants: a. construction of an approximately 134,500 sq. ft. building, including office spaces. The Company represents that the Improvement to the Property will cost approximately $3,500,000.00 and will be completed during the term of the abatement. -2- b. The Company covenants and agrees that a minimum of sixty (60) new permanent positions will be created in the City of Schertz 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. c. The location of the Improvements is more particularly described in a site plan approved by the City of Schertz Planning and Zoning Commission. 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 approved by the Planning and Zoning Commission of the City. e. The Company agrees to pay all ad valorem taxes on the Property and on personal property in a timely manner, whether assessed by the City or any other tax jurisdiction. 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 $1,440,000.00 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 to the City of Schertz of each year during the Term of the Abatement and by January 15 of the year following the Term of the Abatement. -3- 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 eight (8) years. b. No abatement of taxes shall be granted as to personal property of the Company installed or maintained within the Property. c. The abatement shall be for a eight year period (the "Term of this Agreement") commencing on January 1, 1999 (the "Commencement Date"), and expiring on the 31 December, 2006 (8th) 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 fmally 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. -4- If the City terminates this agreement, 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. 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 1000/0 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 or delivered: 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 altemative 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, 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. -6- 15. Binding on Successors and Assigns. This agreement will be binding on and inure to the benefit of the parties hereto and their respective successors and permitted assigns. 16. Date. This agreement has been executed by the parties in multiple originals, each having full force and effect on this the _day of 199_. For the Genuine Parts Corporation By: For the CITY OF SCHERTZ By: Kerry R. Sweatt City Manager ATTEST: Norma Althouse City Secret:aly Seal of the City State of Texas: County of This instnunent was acknowledged before me on ,of Genuine Parts Corporation, a corporation, on behalf of said corporation. ,199_, by (SEAL) Not:aly Public in and for the State of (Printed Name of Not:aly) My commission expires: -7- THE STATE OF TEXAS COUNTY OF GUADALUPE This instrument was acknowledged before me on , 199_, by Kerry R. Sweatt, City Manager of the City of Schertz, Texas, a municipality and body politic formed under the laws of the State of Texas, on behalf of said municipality. (SEAL) Notary Public in and for the State of Texas (Printed Name of Notary) My commission expires: -8- -.. " -.,~? --~f~' ~""';'";.">;;:""~.: ;'" ~'--"~-" '\':I:.~'t~/'i".,...-: ....,_~~~...::;......, ; .,:::~ I:~:~::~:-" . ""-~;,s;:;:,:~,:-,-,,-,, I PUBLISHER'S AFFIDAVIT f} - L ~<;i ;;}*~ qf>1/ J&+ {}~l. 1 ~~ (tff~~~~.~ NJ~'~ (LJ~,'Vf? # J 0 . t Before me, the undersigned authority, on this date pers~nally appeared L A REYNOLDS known to me, who, being by duly sworn, on his oath deposes and says that he/she 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 news- paper 2 times before the return day named therein, such publi- cations being on the following dates: ORDINANCE NO. 98-T-14 BY THE CITY COUNCIL MA Y 24, 1 99 8 OF THE CIT'f OF SCHERTZ, TEXAS AP- PROVING A TAX ABATE- MENT AGREEMENT FOR AND WITH GENUINE PARTS, A PROPERTY OWNER IN THE CITY OF SCHERTZ. Passed, ap- proved and Adopted the 19th day of May, 1998. Norma AIt~ouse, City secr~ry. THE STATE OF TEXAS, County of Guadalupe 98-T-14 UNCIL OF THE CI OF SCHERTZ, TEX S AP- PROVING A TAX BATE- MENT AGREEM T FOR AND WITH G NUINE PARTS. A PR PERTY OWNER IN THE ITY OF SCHERTZ. Pas d, ap' proved and Ad ted the 19th day of May, 8. Norma Althouse, City Secretary. MAY 28, 1998 WKLY and a newspaper copy of which is hereto attached. ~ --~ Sworn to and subscribed before me, this 4 19~ d f JUNE ay 0 A.D., -<';~:'P'u~"" .8<'" ,,", "('I f~o fi'o\ SARAH MEDRANO (.'O ~~\~ . ~ N()taryPubll::.StatiolTSlIaS \ \ l0 j MiCommisslOOE.xpinIS07-22-2001 \~~~,~;,~~~,~(,.':.::>' . Notary Public, Guadalupe County, Texas PUBLISHER'S AFFIDAVIT THE STATE OF TEXAS, County of Guadalupe ",-",'-,. . I , UUI?bALt d- I ai'1-J; j .1- IIn {a~j;jP' ~:'t,~ Jrp"r lJf~ YY. 0L' ,,' I 5 tj i t3f.'/- ,~ '_':1',~~".: .~:~~t!~~.:: . Before me, the undersigned authority, on this date personally appeared L A REYNOLDS known to me, who, being by duly sworn, on his oath deposes and says that he/she 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 news- paper 2 times before the return day named therein. such publi- cations being on the following dates: MAY 13,1998 MAY 14, 1998 and a newspaper copy of which is ( 108 Sworn to and subscribed before me, this 98 19 _---~,~y'~~:~'lll ~ '\ ,,' "I I, [.0 , 'r ''", SARAH MEDRANO ~ . "")-~ .; NotlIYNJlC..StMoITellaS r {,;\ f MYComITlisSiOO~01-22-2OOI ~JI'~~~,:~~~:...\::_:Y 11 0 Legal Noll os ~. 11 0 Legal Nollees . . . AN ORDINANCII BY THE CITY COUNCIL AN ORDINANCE oF' THE CITY: OF BY THE CITY COUNCIL SCHERTZ, TEXAS;' AP- OF THE CITY OF PROVING A TAX ABATE- SCHERTZ TEXAS AP- MENT AND A TAX PROVING A TAX ABATE- ABATEMENT AGREE. MENT AND A TAX MENT FOR AND WITH ABATEMENT AGREE- G~NUINE PARTS; A MENT FOR AND WITH PJlOPERTY OWNEfl IN GENUINE PARTS A TI-lE CITY OF SCHE"TZ. PROPERTY OWNER IN Approved on first read.1fIl1hE 5111 day of May, 19981 THE CITY OF SCHERTZ. Nanna Althouse Cilll Sec, Approved on first reading the retary. '" 5th day of May, 1998. ed ' .. ! Nonna Mhouse, City Sec- . retary. AY AD., ~~ . ~ Notary Public, Guadalupe County, Texas