HomeMy WebLinkAboutRES 01-273 RESOLUTION NO. 01-273
BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF BEAUMONT:
THAT the City Manager be and he is hereby authorized to execute Industrial District
Agreementswith DuPont, DuPont Dow Elastomers, BMC Holdings, Inc.and IneosAcrylics,
Inc. The agreements are substantially in the forms attached hereto as Exhibits "A", "B",
"C", and "D."
PASSED BY THE CITY COUNCIL of the City of Beaumont this the 13th day of
November, 2001.
- Mayor-
THE STATE OF TEXAS § �p►
COUNTY OF JEFFERSON §
AGREEMENT
This Agreement is made under the authority of Section 42.044 of the Texas Local
Government Code.
The parties to the Agreement are The City of Beaumont, a municipal corporation
and a home-rule city located in Jefferson County, Texas, hereinafter called "CITY," and
E. I. duPont deNemours and Company, its parent, subsidiaries and affiliates, hereinafter
called "COMPANY."
PREAMBLE
WHEREAS, Company owns land and improvements which are a part of the
manufacturing, industrial, and refining facilities of said Company. The City has
established an industrial district comprising a certain part of the extra-territorial
jurisdiction of the City, such industrial district being known as the City of Beaumont
Industrial District.
WHEREAS, the Company recognizes the benefits of this Agreement and an
obligation to contribute to the revenue needs of said City in an amount commensurate
with the burdens placed upon the City and benefits derived by the Company by reason
of being located immediately adjacent to said City.
WHEREAS, the Company and the City desire to base the industrial district
payment on assessed value to ensure equity among the companies.
1
EXHIBIT "A"
i In view of the above and foregoing reasons, and in consideration of the mutual
agreements herein contained, Company and City hereby agree as follows:
ARTICLE I.
COMPANY'S OBLIGATION
Annual Payment on Company's Property
1. Commencing with the calendar year 2002 and each calendar year thereafter
for the duration of this Contract, the Company will pay the City a certain sum which will
be computed on the assessed value of the Company's facilities and property, real,
personal, and mixed located on Company's land covered by this contract. (Herein "the
properties")
2. By the term "Assessed Value" is meant the 100% valuation of the Company's
properties, as determined by the Jefferson County Appraisal District for the previous tax
year.
3. The term "assumed City taxes due" shall be calculated by the following
formula:
Assumed City Taxes Due:
$131,707,400/ 100 X 0.635 = $836,342
Year 1 80% of Assumed City Taxes Due = $669,074
4. Payment Procedures
2
The procedures for determining and making such payments shall be as
follows:
(a) The payment for 2002 shall be in the amount of$669,074 and shall be due
and payable on or before February 1, 2002.
Each October thereafter, the Finance Officer shall obtain the most recent
assessed values as set by the Jefferson County Appraisal District for the Company's
properties, real, personal and mixed, having taxable situs within the areas described in
this agreement; for example, in October, 2002, the 2002 assessed values shall be used
for the February 1, 2003 payment.
If the assessed values for the period required are in question and/or under
litigation with the Jefferson County Appraisal District, payment shall be computed on the
most recent certified values from the Jefferson County Appraisal District. The Company
shall notify the City following resolution of the appraised value in question and an
adjustment for the payment, without interest, will be made within thirty (30) days
following such resolution.
(b) After the assessed value of the Company's properties have been
determined, the payments due hereunder shall be calculated in accordance with the
following schedule:
The 2003 and 2004 payments shall be 80% of assumed City taxes due,
except such payment shall not exceed or be less than the previous year's payment by
more then 10%. The 2005 through 2008 payments shall be 75% of assumed City taxes
due, except the payment shall not exceed or be less than the previous year's payment
3
by more than 7%. Should the assessed value of the Company's properties decrease
more than 20% due to the physical shutdown of an operating unit, compared to the
previous year, then payments shall be calculated as follows:
1. The payment for the year after the 20% plus reduction shall not be affected.
and shall be calculated as set out in this subsection.
2. If the assessed value for the next year does not increase, the payment shall
be calculated using the reduced value notwithstanding the 10% and 7% upper and
lower limits set out above.
3. If the assessed value for the next year increases above the 20% limit, the
payment shall be calculated as set out in "(b)" above.
(c) City hereby agrees to bill Company for its payments due hereunder on or
before January 1 each year. Company shall pay to City the amount billed on or before
February 1 each year. Upon receiving the final payment, the Finance Officer shall issue
an official receipt of said City acknowledging full, timely, final and complete payment
due by said Company to City for the property involved in this Agreement for the year in
which such payment is made. If payment is not made on or before any due date, the
same penalties, reasonable attorneys' fees and costs of collection shall be recoverable
by the City as would be collectible in the case of delinquent ad valorem taxes. Further,
if payment is not received within 30 days of the due date, all payments which otherwise
would have been paid to the City had Company been in the City limits of City will be
recaptured for the year in which the payment was not timely made and paid to the City
within 30 days of any such event after notice by the City as set out herein that the
4
4 payment is delinquent.
ARTICLE II.
PROPERTY COVERED BY AGREEMENT
This instrument will reflect the intention of the parties hereto that this instrument
shall govern and affect the properties of Company (facilities, real, personal, and mixed)
located on Company's real property as shown on the records of the Jefferson
CountyAppraisal District which are within the extra-territorial jurisdiction of the City of
Beaumont.
ARTICLE III.
SALE BY COMPANY
Company shall notify City of any sale of any or all of Company's facilities to any
person or entity. It is the intent of the parties that no sale of any of Company's facilities
will affect the amount to be paid to the City as provided under this Agreement.
Accordingly and as to payments due under this contract no such sale shall reduce the
amount due the City under this contract until the purchaser of such facility has entered
into a contract in lieu of taxes with the City that provides for a continuation of like
payments to the City.
5
ARTICLE IV.
FACILITIES ON COMPANY PROPERTY OWNED BY OTHERS
City and Company recognize that Company has transferred ownership of certain
facilities and properties to other entities. Specifically, Company has transferred
ownership of facilities to BMC Holdings, Inc., DuPont Dow and Ineos Acrylics, Inc.
(herein the "Entities") and that the value of such facilities would not be included within
the definition of Company's "assessed value" as defined herein Article f, 2.
City has entered into contracts in lieu of taxes with the Entities; however, should
the Entities fail or refuse to make required payments under such contracts City will
notify Company of default. Company will request of the City annexation of so much of
the properties of Company as are necessary to annex facilities and properties belonging
to the Entities. Company agrees that it will not oppose such annexation and Company
further realizes that some portion of the properties of Company may have to be included
within the annexation effort by City. Annexation of the Company's properties shall be
limited to include only that which is necessary to satisfy the state's requirement for a
strip allowing access to the Entities. Such annexation by City will not effect the amount
of the payment due by Company to City in the year the annexation takes place.
ARTICLE V.
CITY'S OBLIGATIONS
1. City agrees that it will not annex, attempt to annex or in any way cause or
permit to be annexed any portion of lands or facilities or properties of said Company
covered by this Agreement for the period of the agreement except as follows:
6
(a) If the City determines that annexation of all or any part of the properties
covered by this Agreement belonging to said Company is reasonably necessary to
promote and protect the general health, safety and welfare of persons residing within or
adjacent to the City, the City will notify Company in accordance with State law of the
proposed annexation. In the event of such annexation, Company will not be required to
make further payment under this Agreement for any calendar year commencing after
such annexation with respect to the property so annexed, but shall nevertheless be
obligated to make full payment for the year during which annexation becomes effective
if the annexation becomes effective after January 1' of said year.
(b) In the event any municipality other than the City attempts to annex
separately or in the event the creation of any new municipality shall be attempted so as
to include within its limits any land which is the subject matter of this Agreement, City
shall seek immediate legal relief against any such attempted annexation or
incorporation and shall take such other legal steps as may be necessary or advisable
under the circumstances with all cost of such action being borne by the City.
2. The City further agrees that during the term of this agreement, there shall not
be extended or enforced as to any land and property of Company within said City of
Beaumont Industrial District, any rules, regulations, or any other actions: (a) seeking in
any way to control the platting and subdivisions of land, (b) prescribing any buildings,
electrical, plumbing or inspection standards or equipment, or (c) attempting to regulate
or control in any way the conduct of Company's activities, facilities or personnel thereof.
3. It is understood and agreed that during the term of this agreement or any
7
4
renewals thereof, the City shall not be required to furnish any municipal services to
Company's property located within the City of Beaumont Industrial District; provided,
however, City agrees to furnish fire protection to Company should such protection be
requested by Company in the event an unusual emergency situation occurs. The City
will also provide police protection if called upon by the Jefferson County Sheriff's
Department for assistance.
ARTICLE VI.
TERMINATION OF BREACH
It is agreed by the parties to this Agreement that only full, complete and faithful
performance of the terms hereof shall satisfy the rights and obligations assumed by the
parties and that, therefore, in addition to any action at law for damages which either
party may have, Company shall be entitled to enjoin the enactment or enforcement of
any ordinance or charter amendment in violation of, or in conflict with, the terms of this
Agreement and shall be entitled to obtain such other equitable relief, including specific
performance of the Agreement, as is necessary to enforce its rights. It is further agreed
that should this Agreement be breached by Company, the City shall be entitled, in
addition to any action at law for damages, to obtain specific performance of this
Agreement and such other equitable relief necessary to enforce its rights.
ARTICLE VII.
AFFILIATES
The benefits accruing to Company under this Agreement shall also extend to
Company's"affiliates" and to any properties owned or acquired by said affiliates within
8
the area owned by Company, and where reference is made herein to land, property and
improvements owned by Company, that shall also include land, property and
improvements owned by its affiliates. The word "affiliates" as used herein shall mean all
companies with respect to which Company directly or indirectly, through one or more
intermediaries at the time in question, owns or has the power to exercise the control
over fifty percent (50%) or more of the stock having the right to vote for the election of
directors.
ARTICLE VIII.
TERM OF AGREEMENT
The term of this Agreement shall be for seven (7) years, commencing January 1,
2002, and ending on December 31, 2008.
ARTICLE IX.
NOTICES
Any notice provided for in this Contract, or which may otherwise be required by
law shall be given in writing to the parties hereto by Certified Mail addressed as follows:
9
TO CITY TO COMPANY
City Manager E. I. duPont deNemours and
City of Beaumont Company
801 Main Property Tax, Suite 135
P. O. Box 3827 140 Cypress Station Drive
Beaumont, Texas 77704 Houston, Texas 77090
ARTICLE X.
EXCLUSIONS
1. In determining the assessed value of the Company facilities there is to be
excluded therefrom the value of any new plant facilities, replacement, modernization or
additions that significantly increase the assessed value of Company's properties.
"Significantly increase" shall be defined as an increase in assessed value of fifty percent
(50%) or more above the prior year's assessed value of Company's properties
excluding land. Any number of projects (whether new construction, replacement,
modernization or additions) may be added together to determine whether they
aggregate a significant increase in the assessed value of Company's properties so long
as construction of each project begins within a single 12-month period. This exclusion
will be restricted to include only a new and distinct processing facility, replacement,
modernization or additions to present facilities, and shall not include the maintenance,
reconditioning, upgrading, refurbishing or repairing of existing process facilities. The
intent of this exclusion is to encourage major new capital investment within the
extraterritorial environs of the City. Determination of qualifications for this exclusion
shall be made by the City Manager upon petition by Company and presentation of all
10
pertinent data.
Company shall notify the City Manager of its intention to claim an
exclusion at least one hundred twenty (120) days prior to the end of the calendar year
prior to the year in which the exclusion will take place. Subject to the upper and lower
limitations on payments set out in Article 14 (b) hereof Company agrees that to
whatever extent that the non-excluded plant's accessed value on realty improvements is
reduced for whatever reason (excepting from fire, explosion, or other casualty or
accident or from any natural disaster), an equivalent amount (dollar for dollar) of
assessed value on realty improvements of the excluded facilities shall be deemed for
the purposes of this agreement to lose its exclusion for the current year and accordingly
shall be deemed to be included in the non-excluded plant's total assessed value and
payments shall be calculated and made by Company thereon to City for the subsequent
year, however, in no event shall the offset exceed the fair market value of the realty
improvements that would otherwise be excluded. Company agrees to provide the City
Manager with all the information necessary for the City Manager to determine whether
the expenditure by the Company is qualified for exclusion.
The seven-year exclusion shall commence the first calendar year following
the completion of construction and it shall be in the amount of 100% for the first, second
and third years, 75% of value for the fourth and fifth years, and 50% of value for the
sixth and seventh years.
2. In determining the assessed value of the Company's facilities, there is also
to be excluded therefrom the value of incomplete construction also known as
11
construction in progress. This exclusion applies to new and distinct plant facilities or
modernization of or additions to present facilities as specified in item (1) above,
regardless of whether such will significantly increase the assessed values of Companies
properties.
3. If a question arises relating to the exclusion amount, payment shall be
made based on the last Certified assessed value, without the questioned exclusion. An
adjustment to the payment, if any, shall be made following resolution of the question.
The determination concerning whether a capital expenditure by Company is qualified for
exclusion hereunder shall be made by the City Manager. Any appeal of the decision of
the City Manager shall be made in writing to the City Council within fifteen (15) days of
the decision of the Manager. The decision of the City Council shall be final.
If any part or all of this Agreement shall be held invalid by any court of
competent jurisdiction, such holding shall not affect the right of City to any payment
made or accruing to City hereunder prior to such adjudication, and this provision is
intended to be an independent and separable provision not to be affected by such
adjudication.
12
IN WITNESS THEREOF, this Agreement, consisting of 13 pages, is executed in
duplicate counterparts as of this day of , 2001.
CITY OF BEAUMONT, TEXAS
By:
Stephen J. Bonczek
City Manager
ATTEST:
Barbara Liming
City Clerk
E. I. duPont deNemours and Company
By:
ATTEST:
13
THE STATE OF TEXAS §
COUNTY OF JEFFERSON §
AGREEMENT
This Agreement is made under the authority of Section 42.044 of the Texas Local
Government Code.
The parties to the Agreement are The City of Beaumont, a municipal corporation
and a home-rule city located in Jefferson County, Texas, hereinafter called "CITY," and
DuPont Dow Elastomers, L.L.C., its parent, subsidiaries and affiliates, hereinafter called
"COMPANY."
PREAMBLE
WHEREAS, Company owns land and improvements which are a part of the
manufacturing, industrial, and refining facilities of said Company. The City has
established an industrial district comprising a certain part of the extra-territorial
jurisdiction of the City, such industrial district being known as the City of Beaumont
Industrial District.
WHEREAS, the Company recognizes the benefits of this Agreement and an
obligation to contribute to the revenue needs of said City in an amount commensurate
with the burdens placed upon the City and benefits derived by the Company by reason
of being located immediately adjacent to said City.
WHEREAS, the Company and the City desire to base the industrial district
payment on assessed value to ensure equity among the companies.
SAKYLEOUPONT Elastomers-08-01.wN
1 / 10
EXHIBIT "B"
In view of the above and foregoing reasons, and in consideration of the mutual
y
agreements herein contained, Company and City hereby agree as follows:
SAKYLEOUPONT Elastomer"Ml.WN
2/ 10
ARTICLE I.
COMPANY'S OBLIGATION
Annual Payment on Company's Property
1. Commencing with the calendar year 2002 and each calendar year thereafter
for the duration of this Contract, the Company will pay the City a certain sum which will
be computed on the assessed value of the Company's facilities and property, real,
personal, and mixed located on Company's land covered by this contract. (Herein "the
properties")
2. By the term "Assessed Value" is meant the 100% valuation of the Company's
properties, as determined by the Jefferson County Appraisal District for the previous tax
year.
3. The term "assumed City taxes due" shall be calculated by the following
formula:
Assumed City Taxes Due:
$27,468,200/ 100 X 0.635 = $174,423
Year 1 80% of Assumed City Taxes Due = $139,538
4. Payment Procedures
The procedures for determining and making such payments shall be as
follows:
SAKYLEXDUPONT Elastomers-08-01.wpd
3 / 10
(a) The payment for 2002 shall be in the amount of$139,538 and shall be due
and payable on or before February 1, 2002.
Each October thereafter, the Finance Officer shall obtain the most recent
assessed values as set by the Jefferson County Appraisal District for the Company's
properties, real, personal and mixed, having taxable situs within the areas described in
this agreement; for example, in October, 2002, the 2002 assessed values shall be used
for the February 1, 2003 payment.
If the assessed values for the period required are in question and/or under
litigation with the Jefferson County Appraisal District, payment shall be computed on the
most recent certified values from the Jefferson County Appraisal District. The Company
shall notify the City following resolution of the appraised value question and an
adjustment for the payment, without interest, will be made within thirty (30) days
following such resolution.
(b) After the assessed value of the Company's properties have been
determined, the payments due hereunder shall be calculated in accordance with the
following schedule:
The 2003 and 2004 payments shall be 80% of assumed City taxes due.
The 2005 - 2008 payments shall be 75% of assumed City taxes.
(c) City hereby agrees to bill Company for its payments due hereunder on or
before January 1 each year. Company shall pay to City the amount billed on or before
February 1 each year. Upon receiving the final payment, the Finance Officer shall issue
an official .receipt of said City acknowledging full, timely, final and complete payment
SAKYLEOUPONT Elastomers-08-01.wpd
4 / 10
due by said Company to City for the property involved in this Agreement for the year in
which such payment is made. If payment is not made on or before any due date, the
same penalties, interest, attorneys' fees and costs of collection shall be recoverable by
the City as would be collectible in the case of delinquent ad valorem taxes. Further, if
payment is not received within 30 days of the due date, all payments which otherwise
would have been paid to the City had Company been in the City limits of City will be
recaptured for the year in which the payment was not timely made and paid to the City
within 30 days of any such event after notice by the City as set out herein that the
payment is delinquent.
ARTICLE II.
PROPERTY COVERED BY AGREEMENT
This instrument will reflect the intention of the parties hereto that this instrument
shall govern and affect the properties of Company (facilities, real, personal, and mixed)
located on Company's real property as shown on the records of the Jefferson County
Appraisal District, which are within the extra-territorial jurisdiction of the City of
Beaumont.
ARTICLE III.
SALE BY COMPANY
Company shall notify City of any sale of any or all of Company's facilities to any
person or entity. It is the intent of the parties that no sale of any of Company's facilities
will affect the amount to be paid to the City as provided under this Agreement.
&WYLE\DUPONT Elastomers-08-01.wpd
5 / 10
Accordingly and as to payments due under this contract no such sale shall reduce the
amount due the City under this contract until the purchaser of such facility has entered
into a contract in lieu of taxes with the City that provides for a continuation of like
payments to the City.
ARTICLE IV.
CITY'S OBLIGATIONS
1. City agrees that it will not annex, attempt to annex or in any way cause or
permit to be annexed any portion of lands or facilities or properties of said Company
covered by this Agreement for the period of the agreement except as follows:
(a) If the City determines that annexation of all or any part of the properties
covered by this Agreement belonging to said Company is reasonably necessary to
promote and protect the general health, safety and welfare of persons residing within or
adjacent to the City, the City will notify Company in accordance with State law of the
proposed annexation. In the event of such annexation, Company will not be required to
make further payment under this Agreement for any calendar year commencing after
such annexation with respect to the property so annexed, but shall nevertheless be
obligated to make full payment for the year during which such annexation become
effective if the annexation becomes effective after January 1 st of said year.
(b) In the event any municipality other than the City attempts to annex
separately or in the event the creation of any new municipality shall be attempted so as
to include within its limits any land which is the subject matter of this Agreement, City
shall, with the approval of Company, seek immediate legal relief against any such
SAKYLEIDUPONT Elastomers-08-01.wpd
6 / 10
4
attempted annexation or incorporation and shall take such other legal steps as may be
necessary or advisable under the circumstances.with all cost of such action being borne
equally by the City and by the said Company or companies with the Company's portion
allocated on the basis of assessed values.
2. The City further agrees that during the term of this agreement, there shall not
be extended or enforced as to any land and property of Company within said City of
Beaumont Industrial District, any rules, regulations, or any other actions: (a) seeking in
any way to control the platting and subdivisions of land, (b) prescribing any buildings,
electrical, plumbing or inspection standards or equipment, or (c) attempting to regulate
or control in any way the conduct of Company's activities, facilities or personnel thereof.
3. It is understood and agreed that during the term of this agreement or any
renewals thereof, the City shall not be required to furnish any municipal services to
Company's property located within the City of Beaumont Industrial District; provided,
however, City agrees to furnish fire protection to Company should such protection be
requested by Company in the event an unusual emergency situation occurs. The City
will also provide police protection if called upon by the Jefferson County Sheriffs
Department for assistance.
ARTICLE IV.
TERMINATION OF BREACH
It is agreed by the parties to this Agreement that only full, complete and faithful
performance of the terms hereof shall satisfy the rights and obligations assumed by the
parties and that, therefore, in addition to any action at law for damages which either
SAKYLETUPONT Elastomers-08-01.wpd
7/ 10
party may have, Company shall be entitled to enjoin the enactment or enforcement of
any ordinance or charter amendment in violation,of, or in conflict with, the terms of this
Agreement and shall be entitled to obtain such other equitable relief, including specific
performance of the Agreement, as is necessary to enforce its rights. It is further agreed
that should this Agreement be breached by Company, the City shall be entitled, in
addition to any action at law for damages, to obtain specific performance of this
Agreement and such other equitable relief necessary to enforce its rights.
ARTICLE V.
AFFILIATES
The benefits accruing to Company under this Agreement shall also extend to
Company's "affiliates" and to any properties owned or acquired by said affiliates within
the area owned by Company, and where reference is made herein to land, property and
improvements owned by Company, that shall also include land, property and
improvements owned by its affiliates. The word "affiliates" as used herein shall mean all
companies with respect to which Company directly or indirectly, through one or more
intermediaries at the time in question, owns or has the power to exercise the control
over fifty percent (50%) or more of the stock having the right to vote for the election of
directors.
SAKYLEOUPONT Elastomers-08.O1.wpd
8 / 10
ARTICLE VI.
TERM OF AGREEMENT
The term of this Agreement shall be for seven (7) years, commencing January 1,
2002, and ending on December 31, 2008.
ARTICLE VII.
NOTICES
Any notice provided for in this Contract, or which may otherwise be required by
law shall be given in writing to the parties hereto by Certified Mail addressed as follows:
TO CITY TO COMPANY
City Manager DuPont Dow Elastomers, L.L.C.
City of Beaumont Property Tax, Suite 135
801 Main 140 Cypress Station Drive
P. O. Box 3827 Houston, Texas 77090
Beaumont, Texas 77704
If this Agreement shall be held invalid by any court of competent jurisdiction,
such holding shall not affect the right of City to any payment made or accruing to City
hereunder prior to such adjudication, and this provision is intended to be an
independent and separable provision not to be affected by such adjudication.
IN WITNESS THEREOF, this Agreement, consisting of 10 pages, is executed in
duplicate counterparts as of this day of , 2001.
SAKYLEOUPONT Elastomers-08-01.wpd
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CITY OF BEAUMONT, TEXAS
5
By:
Stephen J. Bonczek
City Manager
ATTEST:
Barbara Liming
City Clerk
DuPont Dow Elastomers, L.L.C.
By:
ATTEST:
SAKYLEOUPONT Elastomers-08-01.wpd
10 / 10
E STATE OF TEXAS I
TH § A*f
D
COUNTY OF JEFFERSON §
AGREEMENT
This Agreement is made under the authority of Section 42.044 of the Texas Local
Government Code.
The parties to the Agreement are The City of Beaumont, a municipal corporation
and a home-rule city located in Jefferson County, Texas, hereinafter called "CITY," and
BMC Holdings, Inc., its parent, subsidiaries and affiliates, hereinafter called "COMPANY."
PREAMBLE
WHEREAS, Company leases land and owns improvements which are a part of the
manufacturing, industrial,and refining facilities of said Company. The City has established
an industrial district comprising a certain part of the extra-territorial jurisdiction of the City,
such industrial district being known as the City of Beaumont Industrial District.
WHEREAS, the Company recognizes the benefits of this Agreement and an
obligation to contribute to the revenue needs of said City in an amount commensurate with
the burdens placed upon the City and benefits derived by the Company by reason of being
located immediately adjacent to said City.
WHEREAS,the Company and the City desire to base the industrial district payment
on assessed value to ensure equity among the companies.
In view of the above and foregoing reasons, and in consideration of the mutual
agreements herein contained, Company and City hereby agree as follows:
SAKYLE\Beaumont Methanol-10-01.wpd 1 / 12
EXHIBIT "C"
ARTICLE I.
COMPANY'S OBLIGATION
Annual Payment on Company's Property
1. Commencing with the calendar year 2002 and each calendar year thereafter for
the duration of this Agreement, the Company will pay the City a certain sum which will be
computed on the assessed value of the Company's facilities property, real, personal, and
mixed located on Company's land covered by this contract. (Herein "the properties")
2. By the term "Assessed Value" is meant the 100% valuation of the Company's
properties, as determined by the Jefferson County Appraisal District for the previous tax
year.
3. The term "assumed City taxes due"shall be calculated by the following formula:
Assessed value T 100 x the current ad valorem tax rate by City
Council of City = Assumed City Taxes due.
4. Payment Procedures
The procedures for determining and making such payments shall be as follows:
(a) The payment for 2002 shall be in the amount of$546,559 and shall be due
and payable on or before February 1, 2002. The February 1, 2002 payment is calculated
as follows:
Assumed City Taxes Due:
$107,590,300 / 100 X .635 = $683,198
Year 1 80% of Assumed City Taxes Due = $546,559
SIKYLE\Beaumont Methanol-10-01.wpd 2 / 12
Each October thereafter, the Finance Officer shall obtain the most recent
assessed values as set by the Jefferson County Appraisal District for the Company's
properties, real, personal and mixed, having taxable situs within the areas described in this
agreement;for example, in October, 2002,the 2002 assessed values shall be used for the
February 1, 2003 payment. This assessed value less exclusions as described in Article
10 shall be used in the calculation of the payment.
If the assessed values for the period required are in question and/or under
litigation with the Jefferson County Appraisal District, payment shall be computed on the
most recent certified values from the Jefferson County Appraisal District. The Company
shall notify the City following resolution of the appraised value in question and an
adjustment for the payment, with interest as specified in Section 42.43 of the Texas
Property Tax Code for interest on tax refunds,will be made within thirty(30)days following
such resolution. Should such final resolution increase the value of Company's properties,
the Company's liabilities shall be calculated based on the final determination of value and
Company shall pay within 30 days following such resolution the increased amount due to
the City under their agreement plus interest from the date such payment should have been
made to City under their contract. Interest shall be calculated in accordance with the tax
code provisions for interest as calculated in Section 42.43 of the Texas Property Tax Code.
(b) Afterthe assessed value of the Company's properties have been determined,
the value of the property shall be calculated in accordance with the following schedule:
The 2003 and 2004 payments shall be 80% of assumed City taxes due,
except such payment shall not exceed or be less than the previous year's payment by
more than 15%.
SIKYLE\Beaumont Methanol-10-01.wpd 3 / 12
The 2005-2008 payments shall be 75%of assumed City taxes due except
the payment shall not exceed or be less than the Previous year's payment by more than
15%.
If at any time during the term of contract, the assessed value of the
properties is set at 40% less than the assessed value for 2001, the payments hereunder
shall be as follows:
1. There shall be no change in the payment which would be due
under this contract for the year after the year that the reduction in assessed value occurs.
2. Payment in subsequent years shall be based on the reduced
assessed value without regard to the 15% upper and lower limits.
(c) City hereby agrees to bill Company for its payments due hereunder on or
before January 1 each year. Company shall pay to City such amount billed on or before
February 1 each year. Upon receiving the final payment, the Finance Officer shall issue
an official receipt of said City acknowledging full, timely, final and complete payment due
by said Company to City for the property involved in this Agreement for the year in which
such payment is made. If any annual payment is not made on or before any due date, the
same penalties, interest, reasonable attorneys' fees and costs of collection shall be
recoverable by the City as would be collectible in the case of delinquent ad valorem taxes.
Further, if payment is not timely made,all payments which otherwise would have been paid
to the City had Company been in the City limits of City will be recaptured and paid to the
City within 60 days of any such event.
SAKYLE\Beaumont Methanol-10-01.wpd 4 / 12
ARTICLE II.
PROPERTY COVERED BY AGREEMENT
This instrument will reflect the intention of the parties hereto that this instrument
shall govern and affect the properties of Company (facilities, real, personal, and mixed)
located on Company's real property as shown on the records of the Jefferson County
Appraisal District which are within the extra-territorial jurisdiction of the City of Beaumont.
ARTICLE III.
SALE BY COMPANY
(a) Sale By Company. Company shall notify City of any sale of any or all of
Company's facilities to any person or entity. As to payments due under this contract, no
such sale shall reduce the amount due the City under this contract until the purchaser of
such facility has either assumed the Company's obligation underthis Agreement orentered
into a written agreement with the City assuming all obligations of Company in this
Agreement. It is the intent of the parties that no sale of any of Company's facilities will
affect the amount to be paid to the City under this Agreement.
(b) Assignment. Company shall have the right to assign, transfer or convey all, or
any part of, its rights, title and interest in this Agreement in connection with any transfer or
conveyance of title to all or any part of the properties subject to this Agreement to any
person or entity at any time during the term of this Agreement; provided, however, that
Company shall provide City with written notice of such assignment. Company shall be
relieved of its obligations under this Agreement to the extent that an assignee expressly
assumes Company's obligations in a written instrument binding such assignee to the City.
SIKYLE\Beaumont Methanol-10-01.wpd 5 / 12
Subject to the preceding, this Agreement shall inure to the benefit of and be binding upon
i the parties hereto and their respective successors and assigns.
ARTICLE IV.
CLOSURE OF FACILITY
Company shall notify City of any plans to permanently close Company's facility at
least nine months prior to the end of the calendar year. Permanent closure of Company's
facility shall terminate Company's obligation to make payments in lieu of tax under this
Agreement effective January 1s' of the year immediately following Company's timely
notification to the City that it intends to permanently close the facility. It is the intent of the
Parties that no payment of an in lieu of amount would be due in February of the year
immediately following the year in which Company notified City of its intent to permanently
close the facility so long as notification of such closure is given to the City at least nine
months prior to the end of the calendar year.
ARTICLE V.
CITY'S OBLIGATIONS
1. City agrees that it will not annex, attempt to annex or in anyway cause or permit
to be annexed any portion of lands or facilities or properties of said Company covered by
this Agreement for the period of the agreement except as follows:
(a) If the City determines that annexation of all or any part of the properties
covered bythis Agreement belonging to said Company is reasonably necessaryto promote
and protect the general health, safety and welfare of persons residing within or adjacent
to the City, the City will notify Company in accordance with State law of the proposed
annexation. In the event of such annexation, Company will not be required to make further
S:\KYLE\Beaumont Methanol-10-01.wpd 6 / 12
payment under this Agreement for any calendar year commencing after such annexation
with respect to the property so annexed, but shall nevertheless be obligated to make full
payment for the year during which such annexation becomes effective if the annexation
becomes effective after January 1 st of said year.
(b) In the event any municipality other than the City attempts to annex separately
or in the event the creation of any new municipality shall be attempted so as to include
within its limits any land which is the subject matter of this Agreement, City shall, with the
approval of Company, seek immediate legal relief against any such attempted annexation
or incorporation and shall take such other legal steps as may be necessary or advisable
under the circumstances with all cost of such action being borne equally by the City and
by the said Company or Companies with the Company's portion allocated on the basis of
assessed values.
2. The City further agrees that during the term of this agreement, there shall not be
extended or enforced as to any land and property of Company within said City of
Beaumont Industrial District, any rules, regulations, or any other actions: (a)seeking in any
way to control the platting and subdivisions of land, (b)prescribing any buildings, electrical,
plumbing or inspection standards or equipment, or(c) attempting to regulate or control in
any way the conduct of Company's activities, facilities or personnel thereof.
3. It is understood and agreed that during the term of this agreement or any
renewals thereof, the City shall not be required to furnish any municipal services to
Company's property located within the City of Beaumont Industrial District; provided,
however, City agrees to furnish fire protection to Company should such protection be
requested by Company in the event an unusual emergency situation occurs.
SAKYLE16eaumont Methanol- 10-01.wpd 7 / 12
ARTICLE VI.
TERMINATION
It is agreed by the parties to this Agreement that only full, complete and faithful
performance of the terms hereof shall satisfy the rights and obligations assumed by the
parties and that, therefore, in addition to any action at law for damages which either party
may have, Company may enjoin the enactment or enforcement of any ordinance or charter
amendment in violation of, or in conflict with, the terms of this Agreement and may obtain
such other equitable relief, including specific performance of the Agreement, as is
necessary to enforce its rights. It is further agreed that should this Agreement be breached
by Company, the City shall be entitled, in addition to any action at law for damages, to
obtain specific performance of this Agreement and such other equitable relief necessary
to enforce its rights.
ARTICLE VII.
AFFILIATES
The benefits accruing to Company under this Agreement shall also extend to
Company's"affiliates" and to any properties owned or acquired by said affiliates within the
area owned by Company, and where reference is made herein to land, property and
improvements owned by Company, that shall also include land, property and
improvements owned by its affiliates. The word "affiliates" as used herein shall mean all
companies with respect to which Company directly or indirectly, through one or more
intermediaries at the time in question, owns or has the power to exercise the control over
fifty percent(50%)or more of the stock having the right to vote for the election of directors.
SAKYLE1Beaumont Methanol-10-01.wpd 8 / 12
f
ARTICLE VIII.
TERM OF AGREEMENT
The term of this Agreement shall be for seven (7) years, commencing January 1,
2002, and ending on December 31, 2008.
ARTICLE IX.
NOTICES
Any notice provided for in this Contract, or which may otherwise be required by law
shall be given in writing to the parties hereto by Certified Mail addressed as follows:
TO CITY TO COMPANY
City Manager BMC Holdings, Inc.
City of Beaumont P.O. Box 20339
Beaumont, Texas 77704 Beaumont, Texas 77720
ARTICLE X.
EXCLUSIONS
1. In determining the assessed value of the Company facilities there is to be
excluded therefrom the value of any new plant facilities, replacements, modernization of
or additions that significantly increase the assessed value of Company's properties.
"Significantly increase" shall be defined as an increase in assessed value of fifty percent
(50%) or more above the assessed value of Company's properties the year prior to the
year construction began. This exclusion will be restricted to include only a new and distinct
SAKYLE1l3eaumont Methanol-10-01.wpd 9 / 12
processing facility, replacement, modernization of or additions to present facilities, and
shall not include the maintenance, reconditioning, upgrading, refurbishing or repairing of
existing process facilities. The intent of this exclusion is to encourage major new capital
investment within the extraterritorial environs of the City. Determination of qualifications
for this exclusion shall be made by the City Manager upon petition by Company and
presentation of all pertinent data.
Company shall notify the City Manager of its intention to claim an exclusion
at least one hundred twenty (120) days prior to the end of the calendar year prior to the
year in which the exclusion will take place. Subject to the upper and lower limitations on
payments set out in Article 14 (b) hereof Company agrees that to whatever extent that the
non-excluded plant's accessed value on realty improvements is reduced for whatever
reason (excepting from fire, explosion, or other casualty or accident or from any natural
disaster), an equivalent amount (dollar for dollar) of assessed value on realty
improvements of the excluded facilities shall be deemed forthe purposes of this agreement
to lose its exclusion for the current year and accordingly shall be deemed to be included
in the non-excluded plant's total assessed value and payments shall be calculated and
made by Company thereon to City for the subsequent year, however, in no event shall the
offset exceed the fair market value of the realty improvements that would otherwise be
excluded. Company agrees to provide the City Manager with all the information necessary
for the City Manager to determine whether the expenditure by the Company is qualified for
exclusion.
The exclusion shall commence the first calendar year following the
completion of construction and it shall be in the amount of 100% for the first, second and
S:\KYLE\Beaumont Methanol-10-01.wpd 10 / 12
third years, 75% of value for the fourth and fifth years, and 50% of value for the sixth and
seventh years.
2. In determining the assessed value of the Company's facilities, there is also
to be excluded therefrom the value of incomplete construction also known as construction
in progress. This exclusion applies to new and distinct plant facilities or modernization of
or additions to present facilities as specified in item (1) above, regardless of whether such
will significantly increase the assessed values of Companies properties.
3. If a question arises relating to the exclusion amount, payment shall be made
based on the last Certified assessed value, without the questioned exclusion. An
adjustment to the payment, if any, shall be made following resolution of the question. The
determination concerning whether a capital expenditure by Company is qualified for
exclusion hereunder shall be made by the City Manager. Any appeal of the decision of the
City Manager shall be made in writing to the City Council within fifteen (15) days of the
decision of the Manager. The decision of the City Council shall be final.
ARTICLE XI.
CONTINUATION
If this Agreement shall be held invalid by any court of competent jurisdiction, such
holding shall not affect the right of City to any payment made or accruing to City hereunder
prior to such adjudication, and this provision is intended to be an independent and
separable provision not to be affected by such adjudication.
IN WITNESS THEREOF, this Agreement, consisting of 12 pages, is executed in
duplicate counterparts as of this day of , 2001.
S:\KYLE\Beaumont Methanol-10-01.wpd 11 / 12
CITY OF BEAUMONT, TEXAS
By:
Stephen J. Bonczek
City Manager
ATTEST:
Barbara Liming
City Clerk
By:
ATTEST:
BMC Holdings, Inc.
S:\KYLE\Beaumont Methanol-10-01.wpd 12/ 12
THE STATE OF TEXAS § �
COUNTY OF JEFFERSON §
AGREEMENT
This Agreement is made under the authority of Section 42.044 of the Texas Local
Government Code.
The parties to the Agreement are The City of Beaumont, a municipal corporation
and a home-rule city located in Jefferson County, Texas, hereinafter called "CITY," and
Ineos Acrylics, Inc., its parent, subsidiaries and affiliates, hereinafter called "COMPANY."
PREAMBLE
WHEREAS, Company leases land and owns improvements which are a part of the
manufacturing, industrial,and refining facilities of said Company. The City has established
an industrial district comprising a certain part of the extra-territorial jurisdiction of the City,
such industrial district being known as the City of Beaumont Industrial District.
WHEREAS, the Company recognizes the benefits of this Agreement and an
obligation to contribute to the revenue needs of said City in an amount commensurate with
the burdens placed upon the City and benefits derived by the Company by reason of being
located immediately adjacent to said City.
WHEREAS,the Company and the City desire to base the industrial district payment
on assessed value to ensure equity among the companies.
In view of the above and foregoing reasons, and in consideration of the mutual
agreements herein contained, Company and City hereby agree as follows:
S:\KYLE\Ineos Acrylics, Inc.-10-01.wpd 1 / 13
EXHIBIT "D"
ARTICLE I.
COMPANY'S OBLIGATION
Annual Payment on Company's Property
1. Commencing with the calendar year 2002 and each calendar year thereafter for
the duration of this Contract, the Company will pay the City a certain sum which will be
computed on the assessed value of the Company's facilities property, real, personal, and
mixed located on Company's land covered by this contract. (Herein "the properties")
2. By the term"Assessed Value"is meant the 100%valuation of the Ineos Acrylics,
Inc. taxable properties, as determined by the Jefferson County Appraisal District for the
previous tax year. "Assessed value" does not include (and such value shall be excluded
from the provisions of this Agreement)the value, in whole or in part, of any property owned
by Company, whether real, personal or mixed, which would not be subject to ad valorem
taxation by the City pursuant to any current or future local, state or federal law, (whether
by reason of exemption, exclusion, allocation, abatement or otherwise) if such property
were located within the taxing jurisdiction of City. It is the intent of the parties to this
Agreement that only the value of that property owned by Company which would otherwise
be taxable by City if the property were located within the taxing jurisdiction of City is to be
included in the calculation of payments to be made under this Agreement.
3. The term "assumed City taxes due"shall be calculated by the following formula:
Assessed value T 100 x the current ad valorem tax rate by City Council of City =Assumed
City Taxes due.
S:\KYLE\Ineos Acrylics, Inc.-10-01.wpd 2 / 13
4. Payment Procedures
The procedures for determining and making such payments shall be as follows:
(a) The payment for 2002 shall be in the amount of$408,466 and shall be due
and payable on or before February 1, 2002. The 2002 payment is calculated as follows:
Assumed City Taxes Due:
$80,406,710 / 100 X 0.635 = $510,583
Year 1 80% of Assumed City Taxes Due = $408,466
Each October thereafter,the Finance Officer shall obtain the most recent assessed
values asset by the Jefferson County Appraisal District for the Company's properties, real,
personal and mixed, having taxable situs within the areas described in this Agreement; for
example, in October, 2002, the 2002 assessed values shall be used for the February 1,
2003 payment. This assessed value less exclusions as described in Article IX shall be
used in the calculation of the payment.
If the assessed values for the period required are in question and/or under litigation
with the Jefferson County Appraisal District, payment shall be computed on the most
recent certified values from the Jefferson County Appraisal District. The Company shall
notify the City following resolution of the appraised value question and if the final resolution
reduces the value of the Company's properties, the Company's liability hereunder shall be
recalculated based on the final determination of value and City shall, within 30 days
following such resolution refund to Company the difference between the amount actually
paid hereunder and the amount for which Company is determined to be liable, together
S:\KYLE\Ineos Acrylics, Inc.-10-01.wpd 3 / 13
with interest thereon from the date of tender of payment by Company to the date of
payment by City of such refund at the rate specified in Section 42.43 of the Texas Property
Tax Code for interest on tax refunds. Should such final resolution increase the value of
Company's properties, the Company's liability hereunder shall be recalculated based on
the final determination of value and Company shall pay within 30 days following such
resolution the increased amount due to the City plus interest from the date such payment
should have been made to City under this Agreement at the rate specified in Section 42.43
of the Texas Property Tax Code for interest on tax refunds.
(b) Afterthe assessed value of the Company's properties have been determined,
the value of the property shall be calculated in accordance with the following schedule:
The 2003 and 2004 payments shall be 80% of assumed City taxes due,
except such payment shall not exceed or be less than the previous year's payment by
more than 10%.
The 2005-2008 payments shall be 75%of assumed City taxes due except
the payment shall not exceed or be less than the Previous year's payment by more than
7%.
(c) City hereby agrees to bill Company for its payments due hereunder on or
before January 1 each year. Company shall pay to City such amount billed on or before
February 1 each year or within 30 days of the delivery of such bill, whichever is later. Upon
receiving the final payment, the Finance Officer shall issue an official receipt of said City
acknowledging full, timely, final and complete payment due by said Company to City for
the property involved in this Agreement for the year in which such payment is made. If any
annual payment is not made on or before any due date, the same penalties, interest,
S:IKYLEIIneos Acrylics, Inc.-10-01.wpd 4 / 13
reasonable attorneys'fees and costs of collection shall be recoverable by the City as would
be collectible in the case of delinquent ad valorem taxes. Further, if payment is not timely
made and Company fails to cure by making the payment due within thirty (30) days of
written notice by the City, all payments which otherwise would have been paid to the City
had Company been in the City limits of City will be recaptured for the year in which the
payment was not timely made and paid to the City within 60 days after written notice by the
City as set out herein that the payment is delinquent.
ARTICLE II.
PROPERTY COVERED BY AGREEMENT
This instrument will reflect the intention of the parties hereto that this instrument
shall govern and affect the properties of Company (facilities, real, personal, and mixed)
located on Company's real property as shown on records of the Jefferson County Appraisal
District, which are within the extra-territorial jurisdiction of the City of Beaumont. It is the
intent of the parties to this Agreement that only the value of that property owned by
Company which would otherwise be taxable by City if the property were located within the
taxing jurisdiction of City is to be included in the calculation of payments to be made under
this Agreement.
ARTICLE III.
SALE BY COMPANY
(a) Sale by Company. Company shall notify City of any sale of any or all of
Company's facilities to any person or entity. As to payments due under this contract, no
such sale shall reduce the amount due the City under this contract until the purchaser of
such facility has either assumed the Company's obligation underthis Agreement orentered
S:\KYLE\Ineos Acrylics, Inc.-10-01.wpd 5 / 13
into a entered into a written agreement with the City assuming all obligations of Company
in this Agreement. It is the intent of the parties that no sale of any of Company's facilities
will affect the amount to be paid to the City under this Agreement.
(b) Assignment. Company shall have the right to assign, transfer or convey all, or
any part of, its rights, title and interest in this Agreement in connection with any transfer or
conveyance of title to all or any part of the properties subject to this Agreement to any
person or entity at any time during the term of this Agreement; provided, however, that
Company shall provide City with written notice of such assignment. Company shall be
relieved of its obligations under this Agreement to the extent that an assignee expressly
assumes Company's obligations in a written instrument binding such assignee to the City.
Subject to the preceding, this Agreement shall inure to the benefit of and be binding upon
the parties hereto and their respective successors and assigns.
ARTICLE IV.
CITY'S OBLIGATIONS
1. City agrees that it will not annex, attempt to annex or in anyway cause or permit
to be annexed any portion of lands or facilities or properties of said Company covered by
this Agreement for the period of the Agreement except as follows:
(a) If the City determines that annexation of all or any part of the properties
covered bythis Agreement belonging to said Company is reasonably necessaryto promote
and protect the general health, safety and welfare of persons residing within or adjacent
to the City, the City will notify Company in accordance with State law of the proposed
annexation. In the event of such annexation, Company will not be required to make further
payment under this Agreement for any calendar year commencing after such annexation
S:\KYLE\Ineos Acrylics,Inc.-10-01.wpd 6 / 13
with respect to the property so annexed, but shall nevertheless be obligated to make full
payment for the year during which such annexation becomes effective if the annexation
becomes effective after January 1 st of said year.
(b) In the event any municipality other than the City attempts to annex separately
or in the event the creation of any new municipality shall be attempted so as to include
within its limits any land which is the subject matter of this Agreement, City shall, with the
approval of Company, seek immediate legal relief against any such attempted annexation
or incorporation and shall take such other legal steps as may be necessary or advisable
under the circumstances with all cost of such action being borne equally by the City and
by the said Company or Companies with the Company's portion allocated on the basis of
assessed values.
2. The City further agrees that during the term of this Agreement, there shall not
be extended or enforced as to any land and property of Company within said City of
Beaumont Industrial District,any rules, regulations,or any other actions: (a)seeking in any
way to control the platting and subdivisions of land, (b)prescribing any buildings, electrical,
plumbing or inspection standards or equipment, or(c) attempting to regulate or control in
any way the conduct of Company's activities, facilities or personnel thereof.
3. It is understood and agreed that during the term of this Agreement or any
renewals thereof, the City shall not be required to furnish any municipal services to
Company's property located within the City of Beaumont Industrial District; provided,
however, City agrees to furnish fire protection to Company should such protection be
requested by Company in the event an unusual emergency situation occurs.
S:\KYLE\Ineos Acrylics, Inc.-10-01.wpd 7 / 13
4
4. In the event any portion of the property covered by this agreement should be
i annexed by any municipality or in the event the creation of any municipality shall include
within its limits any property covered by this Agreement, Company will not be required to
make further payment under this Agreement for any calendar year commencing after the
annexation or creation of a new municipality with respect to the property so annexed or
included, but shall nevertheless be obligated to make full payment for the year during
which annexation or inclusion became effective if the annexation or inclusion becomes
effective after January 1 of said year. In the event of annexation by a municipality or the
creation of a municipality which includes within its limits any property covered by this
Agreement,the limitations on decreases in payments from year to year contained in Article
I, 4(b) shall not apply.
ARTICLE V.
'TERMINATION
It is agreed by the parties to this Agreement that only full, complete and faithful
performance of the terms hereof shall satisfy the rights and obligations assumed by the
parties and that, therefore, in addition to any action at law for damages which either party
may have, Company may enjoin the enactment or enforcement of any ordinance or charter
amendment in violation of, or in conflict with, the terms of this Agreement and may obtain
such other equitable relief, including specific performance of the Agreement and may
exercise the right of offset, deduction or other remedies, as is necessary to enforce its
rights. It is further agreed that should this Agreement be breached by Company, the City
shall be entitled, in addition to any action at law for damages, to obtain specific
S:\KYLE\Ineos Acrylics,Inc.-10-01.wpd 8 / 13
performance of this Agreement and such other equitable relief necessary to enforce its
rights.
ARTICLE VI.
AFFILIATES
The benefits accruing to Company under this Agreement shall also extend to
Company's "affiliates" and to any properties owned or acquired by said affiliates within the
area owned by Company, and where reference is made herein to land, property and
improvements owned by Company, that shall also include land, property and
improvements owned by its affiliates. The word "affiliates" as used herein shall mean all
companies with respect to which Company directly or indirectly, through one or more
intermediaries at the time in question, owns or has the power to exercise the control over
fifty percent(50%)or more of the stock having the right to vote for the election of directors.
ARTICLE VII.
TERM OF AGREEMENT
The term of this Agreement shall be for seven (7) years, commencing January 1,
2002, and ending on December 31, 2008.
ARTICLE VIII.
NOTICES
Any notice provided for in this Contract, or which may otherwise be required by law
shall be given in writing to the parties hereto at the addresses set forth below by certified
mail, return receipt requested,and shall be deemed to have been duly served and received
on the earlier of actual receipt or the second business day after the mailing thereof.
TO CITY TO COMPANY
S:\KYLE\Ineos Acrylics, Inc.-10-01.wpd 9/ 13
City Manager Plant Manager
City of Beaumont Ineos Acrylics, Inc.
P. O. Box 3827 6350 N. Twin City Hwy
Beaumont, Texas 77704 Nederland, Texas 77627
With copy to: Finance Director
Ineos Acrylics, Inc.
7275 Goodlett Farms Prkwy
Cordova, Tennessee 38018
ARTICLE IX.
EXCLUSIONS
1. In determining the assessed value of the Company facilities there is to be
excluded therefrom the value of any new plant facilities, replacement, modernization or
additions that significantly increase the assessed value of Company's properties.
"Significantly increase" shall be defined as an increase in assessed value of fifty percent
(50%) or more above the prior year's assessed value of Company's properties excluding
land. Any number of projects (whether new construction, replacement, modernization or
additions) may be added together to determine whether they aggregate a significant
increase in the assessed value of Company's properties so long as construction of each
project begins within a single twelve (12) month period. This exclusion will be restricted
to include only a new and distinct processing facility, replacement, modernization of or
additions to present facilities, and shall not include the maintenance, reconditioning,
upgrading, refurbishing or repairing of existing process facilities. The intent of this
exclusion is to encourage major new capital investment within the extraterritorial environs
of the City. Determination of qualifications for this exclusion shall be made by the City
Manager upon petition by Company and presentation of all pertinent data.
S:\KYLE\Ineos Acrylics, Inc.-10-01.wpd 10 / 13
Company shall notify the City Manager of its intention to claim an exclusion at least
one hundred twenty (120) days prior to the end of the calendar year prior to the year in
which the exclusion will take place. Subject to the upper and lower limitations on payments
set out in Article 1 4 (b) hereof Company agrees that to whatever extent that the non-
excluded plant's assessed value on realty improvements is reduced for whatever reason
(excepting from fire, explosion, or other casualty or accident or from any natural disaster),
an equivalent amount (dollar for dollar) of assessed value on realty improvements of the
excluded facilities shall be deemed for the purposes of this agreement to lose its exclusion
for the current year and accordingly shall be deemed to be included in the non-excluded
plant's total assessed value and payments shall be calculated and made by Company
thereon to City for the subsequent year, however, in no event shall the offset exceed the
fair market value of the realty improvements that would otherwise be excluded. Company
agrees to provide the City Manager with all the information necessary for the City Manager
to determine whether the expenditure by the Company is qualified for exclusion.
The exclusion shall commence the first calendar year following the completion
of construction and it shall be in the amount of 100% for the first, second and third years,
75% of value for the fourth and fifth years, and 50% of value for the sixth and seventh
years. The exclusions provided by this Article shall survive the term of this Agreement and
shall be included in any subsequent Industrial District Agreement between the parties or
in an abatement agreement should the Company's property be annexed. It is the parties'
intentions that any increases in value qualifying for exclusion should receive the benefits
of exclusion for the full seven years after the completion of construction regardless of the
number of years remaining in the term of this Agreement.
S:\KYLE\Ineos Acrylics, Inc.-10-01.wpd 11 / 13
2. In determining the assessed value of the Company's facilities, there is also to
be excluded therefrom the value of incomplete construction also known as construction in
progress. This exclusion applies to new and distinct plant facilities, replacements,
modernization of or additions to present facilities as specified in item (1)above, regardless
of whether such will significantly increase the assessed values of Companies properties.
3. If a question arises relating to the exclusion amount, payment shall be made
based on the last Certified assessed value, without the questioned exclusion. An
adjustment to the payment, if any, shall be made following resolution of the question. The
determination concerning whether a capital expenditure by Company is qualified for
exclusion hereunder shall be made by the City Manager. Any appeal of the decision of the
City Manager shall be made in writing to the City Council within fifteen (15) days of the
decision of the Manager. The decision of the City Council shall be final.
ARTICLE XI.
CONTINUATION
If this Agreement shall be held invalid by any court of competent jurisdiction, such
holding shall not affect the right of City to any payment made or accruing to City hereunder
prior to such adjudication, and this provision is intended to be an independent and
separable provision not to be affected by such adjudication.
S:\KYLE\Ineos Acrylics, Inc.-10-01.wpd 12 / 13
IN WITNESS THEREOF, this Agreement, consisting of 13 pages, is executed in
duplicate counterparts as of this day of , 2001.
CITY OF BEAUMONT, TEXAS
By:
Stephen J. Bonczek
City Manager
ATTEST:
Barbara Liming
City Clerk
By:
ATTEST: Ineos Acrylics, Inc.
S:\KYLE\Ineos Acrylics, Inc.-10-01.wpd 13 / 13