HomeMy WebLinkAboutRES 08-319 RESOLUTION NO. 08-319
BE IT RESOLVED BY THE CITY COUNCIL
OF THE CITY OF BEAUMONT:
THAT the City Manager be and he is hereby authorized to execute an Industrial District
Contract with BMC Holdings, Inc. The contract is substantially in the form attached hereto
as Exhibit "A" and made a part hereof for all purposes.
PASSED BY THE CITY COUNCIL of the City of Beaumont this the 25th day of
November, 2008.
�1l1
i 'Ill
i ••••• / - Beck Mayor Ames -
Y Y
i
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 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:
1
EXHIBIT `A'
ARTICLE I
COMPANY'S OBLIGATION
Annual Payment on Company's Property
1. Commencing with the calendar year 2009 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 Agreement. (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:
Assessed Value/ 100 X Current City Tax Rate =Assumed City Tax Due
4. Payment Procedures
The procedures for determining and making such payments shall be as follows:
(a) The payment for 2009 shall be due and payable on or before February 1, 2009.
The February 1, 2009 payment is calculated as follows:
2
Assumed City Taxes Due:
Assessed Value/ 100 X Current City Tax Rate=Assumed City Tax Due
Year 1, 80% of Assumed City Taxes Due =2009 Payment
Each October, the Chief Financial 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, 2008, the 2008 assessed values shall be used for the February 1, 2009 payment. This
assessed value less exclusions as described in Article X 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 Agreement. Interest shall be calculated
3
in accordance with the tax code provisions for interest as calculated in Section 42.43 of the
Texas Property Tax Code.
(b) After the assessed value of the Company's properties has been determined, the
value of the property shall be calculated in accordance with the following schedule:
The 2010 and 2011 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 2012 - 2015 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%.
If at any time during the term of Agreement, the assessed value of the properties
is set at 40% less than the assessed value for 2008, the payments hereunder shall be as follows:
1. There shall be no change in the payment which would be due under this
Agreement 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 10% and 7% upper and lower limits.
In no event shall the payment for any tax year exceed 100% of the assumed
City taxes due.
(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 Chief Financial 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,
4
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 for the tax year in which payment
was not timely made had Company been in the City limits of City will be recaptured and paid to
the City within 60 days of any such event. Should Company not pay an annual payment on or
before the due date, such payment shall not be subject to the recapture provision until thirty (30)
days have elapsed from and after written notice provided to the Company by City in the manner
set out in this Agreement.
ARTICLE I1
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
facilit4ees to any person or entity. As to payments due under this Agreement, no such sale shall
reduce the amount due the City under this Agreement until the purchaser of such facility has
either assumed the Company's obligation under this Agreement or entered into a written
agreement with the City assuming all obligations of Company in this Agreement. It is the intent
5
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
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 1 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.
6
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:
(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 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
7
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.
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.
8
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.
ARTICLE VIII
TERM OF AGREEMENT
The term of this Agreement shall be for seven (7) years, commencing January 1, 2009,
and ending on December 31, 2015.
ARTICLE IX
NOTICES
Any notice provided for in this Agreement, 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
P. O. Box 3827 Beaumont, Texas 77704
Beaumont, Texas 77704
9
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 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 for the purposes of this Agreement to lose its exclusion for the current year and
10
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.
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.
11
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 , 2008.
CITY OF BEAUMONT, TEXAS
By:
Kyle Hayes
City Manager
ATTEST:
Tina Broussard
City Clerk
BMC HOLDINGS, INC.
By:
ATTEST:
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 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:
1
ARTICLE I
COMPANY'S OBLIGATION
Annual Payment on Company's Property
1. Commencing with the calendar year 2009 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 Agreement. (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:
Assessed Value/ 100 X Current City Tax Rate=Assumed City Tax Due
4. Payment Procedures
The procedures for determining and making such payments shall be as follows:
(a) The payment for 2009 shall be due and payable on or before February 1, 2009.
The February 1, 2009 payment is calculated as follows:
2
Assumed City Taxes Due:
Assessed Value/ 100 X Current City Tax Rate=Assumed City Tax Due
Year 1, 80%of Assumed City Taxes Due=2009 Payment
Each October, the Chief Financial 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, 2008, the 2008 assessed values shall be used for the February 1, 2009 payment. This
assessed value less exclusions as described in Article X 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 Agreement. Interest shall be calculated
3
in accordance with the tax code provisions for interest as calculated in Section 42.43 of the
Texas Property Tax Code.
(b) After the assessed value of the Company's properties has been determined, the
value of the property shall be calculated in accordance with the following schedule:
The 2010 and 2011 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 100/0.
The 2012 - 2015 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%.
If at any time during the term of Agreement, the assessed value of the properties
is set at 40%less than the assessed value for 2008,the payments hereunder shall be as follows:
1. There shall be no change in the payment which would be due under this
Agreement 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 10% and 7%upper and lower limits.
In no event shall the payment for any tax year exceed 100% of the assumed
City taxes due.
(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 Chief Financial 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,
4
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 for the tax year in which payment
was not timely made had Company been in the City limits of City will be recaptured and paid to
the City within 60 days of any such event. Should Company not pay an annual payment on or
before the due date, such payment shall not be subject to the recapture provision until thirty(30)
days have elapsed from and after written notice provided to the Company by City in the manner
set out in this Agreement.
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 Agreement, no such sale shall
reduce the amount due the City under this Agreement until the purchaser of such facility has
either assumed the Company's obligation under this Agreement or entered into a written
agreement with the City assuming all obligations of Company in this Agreement. It is the intent
5
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
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 1 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.
6
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:
(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 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
7
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.
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.
8
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.
ARTICLE VIII
TERM OF AGREEMENT
The term of this Agreement shall be for seven (7) years, commencing January 1, 2009,
and ending on December 31, 2015.
ARTICLE IX
NOTICES
Any notice provided for in this Agreement, 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
P. O. Box 3827 Beaumont, Texas 77704
Beaumont, Texas 77704
9
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 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 for the purposes of this Agreement to lose its exclusion for the current year and
10
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 1000/6 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 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.
I1
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 Is day of dt«^s4 , 2008.
CITY OF BEAUMONT, TEXAS
By:
Kyle Hayes
City Manager
ATTEST:
It
Tina Broussard w i
City Clerk Ott
t�
i
S,,�fivC.
Ilk
By'
ATTEST:
A6.-a T 12
Copp. Secy .