HomeMy WebLinkAboutRES 17-090RESOLUTION NO. 17-090
WHEREAS, on February 2, 2016, the City Council of the City of Beaumont, Texas
adopted Resolution No. 16-024 authorizing the City Manager to execute and Industrial
District Agreement with ExxonMobil Oil Corporation; and,
WHEREAS, on May 24, 2016, the City Council of the City of Beaumont, Texas
adopted Resolution No. 16-096 authorizing the City Manager to execute a First Amended
Agreement to the Industrial Agreement with ExxonMobil Oil Corporation to include the terms
of two (2) abatement projects known as the ExxonMobil Beaumont Polyethylene Expansion
Project (BPEX) and ExxonMobil Beaumont Refinery Capacity Expansion Project; and,
WHEREAS, it is necessary to execute a new Industrial District Agreement, attached
hereto as Exhibit "1," to incorporate language from the First Amended Agreement and to
clarify abatement terms; and,
NOW, THEREFORE, BE IT RESOLVED
BY THE CITY COUNCIL OF THE CITY OF BEAUMONT:
THAT the statements and findings set out in the preamble to this ordinance are hereby, in all
things, approved and adopted; and,
THAT the City Manager be and he is hereby authorized to execute a new Industrial
District Agreement, attached hereto as Exhibit "1," with ExxonMobil Oil Corporation to
incorporate language from the First Amended Agreement and to clarify abatement terms.
2017.
PASSED BY THE CITY COUNCIL of the City of Beaumont this the 9th day of May,
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1. or -
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 ExxonMobil
Oil Corporation, its parent, subsidiaries and affiliates, including GE�Capital/State Street Bank
and Trust, 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.
In view of the above and foregoing reasons, and in. consideration of the mutual
agreements herein contained, .Company and City hereby agree as follows:
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EXHIBIT "1"
ARTICLE I
COMPANY'S OBLIGATION
Annual Payment on Company's Property
1. Commencing with the calendar year 2016 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
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 2016 shall be due and payable on or before February 1, 2016,
and calculated as follows:
Assumed City Taxes Due:
Assessed Value / 100 X Current City Tax Rate = Assumed City Tax Due
Year 1 80% of Assumed City Taxes Due = Payment Due
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Each October thereafter, 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, 2015, the 2015 assessed values shall be used for the February 1, 2016 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 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 has been determined, the
payments due,hereunder shall be calculated in accordance with the following schedule:
The 2016-2018 payments will be 80% of assumed City taxes due, except that the amount
may not be more than 10% more or less than the prior year payment.
The 2019 - 2022 payments shall be 75% of assumed City taxes due, except that the
amount may not be more than 7% more or less than the prior year payment.
The payment each year will never be less than $11 million during the seven year
agreement expiring at the end of 2022.
The addendum for abatements and additional payments as applied to specific
projects is attached as Exhibit "A" and incorporated herein by reference.
(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
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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
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 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.
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.
A R TTCT .F TTT
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.
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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 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
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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.
ARTTCT.F. V
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.
ARTTf T.F. VT
AFFILIATES
The benefits accruing to Company under this Agreement shall also extend to Company's
"parent" "affiliates" and to any properties owned or acquired by said parent and affiliates within
the extraterritorial jurisdiction, and where reference is made herein to land, property, and
improvements owned by Company that shall include land, property, and improvements owned
by its parent and or 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. The word "parent" as used herein shall
mean all companies which directly or indirectly, through one or more intermediaries at the time
in question owns or has the power to exercise control over fifty percent (50%) of the stock
having the right to vote for the election of directors of Company.
ARTICLE VII
TERM OF AGREEMENT
The term of this Agreement shall be for seven (7) years, commencing January 1, 2016,
and ending on December 31, 2022.
ARTICLE VIII
CONTRACT REOPENERS
Either party, by giving written notice to the other party a minimum of one hundred
twenty (120) days prior to the end of the fifth year of this contract may reopen for negotiation
any portion or all of this Agreement for the years 2021 and 2022.
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 ExxonMobil Oil Corporation
City of Beaumont Manager, Property Tax Division
P.O. Box 3827 PO Box 53
Beaumont, Texas 77704 Houston, Texas 77001-0053
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 or 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 ten percent (10%) or more above the prior year's assessed value
on realty improvements for the specific plant facility. "Specific plant facility" shall mean any
one of the following: the Beaumont Refinery (including GE Capital/State Street Bank and Trust),
Olefin & Aromatics Plant, Polyethylene Plant, Beaumont Chemical Specialty Plant, Blending
and Packaging Plant, Neches River Treatment Facility, or the Co -generation Facility. This
exclusion will be restricted to include only a new and distinct processing facility or
modernization of or additions to present facilities and shall not include the maintenance,
reconditioning, replacement, refurbishing or repairing of existing process facilities. The intent of
this exclusion is to encourage major new capital investment within the extraterritorial environs of
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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 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 I 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 remaining years of this contract.
The governing body of the City of Beaumont will consider any other exclusions on a case by
case basis.
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.
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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.
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IN WITNESS THEREOF, this Agreement, consisting of 11 pages is executed in
duplicate counterparts as of this day of , 2017.
CITY OF BEAUMONT, TEXAS
am
ATTEST:
Tina Broussard
City Clerk
Kyle Hayes
City Manager
EXXONMOBIL OIL CORPORATION
ATTEST:
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ADDENDUM FOR ABATEMENTS AND ADDITIONAL PAYMENTS
1. The abatement and payment provisions below shall apply if ExxonMobil starts
construction on any of the projects listed below:
(a) Beaumont Polyethylene Expansion Project (BPEX)
Construction of a polyethylene manufacturing production line located alongside the
current ExxonMobil Polyethylene Plant (BPEP). The new facility is planned to
include a polymerization line, finishing line, associated new utilities, control building,
rail facilities and interconnecting lines to the existing plant. All new construction and
equipment related to this project will receive 100% abatement for payments due in
each of the ten years following the year the production line is fully operational;
however, no later than 2020. As consideration for the abatement related to this
project, ExxonMobil will make payments to the City of Beaumont in the amount of
$525,000 in years 2017; 2018; and 2019. Payments will be made by February 1 of
each of these years. These payments will be included when calculating Company's
compliance with the minimum payment obligations per the Industrial District
Agreement (IDA); however, the Annual Payment due as defined in the IDA shall
never be less than $11 million during the seven year agreement expiring at the end of
2022.
(b) SCANFINER Project
Construction of a facility which will increase the Refinery's capacity to produce high-
quality, ultralow-sulfur gasoline and diesel fuels. It would be constructed on
approximately 1.5 acres of land and will include recycled compressors, reactors,
cooling tower, drums, scrubbers, pumps, utility service upgrades, buildings and
condensers. All new construction and equipment related to this project will receive
100% abatement for payments due in each of the ten years following the year the
expansion is fully operational; however, no later than 2020. As consideration for the
abatement related to this project, ExxonMobil will make a payment to the City of
Beaumont by February 1 of 2017 in the amount of $225,000; a payment by February
1 of 2018 in the amount of $225,000; and a payment by February 1 of 2019 in the
amount of $175,000. These payments will be included when calculating Company's
compliance with the minimum payment obligations per the IDA; however, the Annual
Payment due as defined in the IDA shall never be less than $11 million during the
seven year agreement expiring at the end of 2022.
(c) Beaumont Light Atmospheric Distillation Expansion Project
Construction of new facilities that would be integrated into the existing Refinery
facilities to expand the crude refining capacity. All new construction and equipment
related to this project will receive 100% abatement for payments due for a period of
11 years. The 11 year period begins with the year following the start of construction
activities which is defined as but not limited to the installation of building supports
and foundations, laying underground pipework and construction of permanent storage
structures. As consideration for the abatement, ExxonMobil will make payments in
the amount of $800,000 before February 1 in the first three (3) years following the
start of construction activities as defined above. These payments will not be included
when calculating Company's compliance with the minimum payment obligations per
the IDA. For further clarification, these payments will be in addition to other
payments made by ExxonMobil and above and beyond the required payment per the
IDA or the $11 million minimum payment required during the seven year agreement
expiring at the end of 2022.
Any approved abatements that go beyond calendar year 2022 shall be extended or
included in the subsequent IDA. For the first year after the abatement period ends,
the assessed values will be included in the formula for the assumed taxes due and will
not be subject to the 10% and 7% limits mentioned in Article I, Section 4. Thereafter,
all assessed values will be subject to the 10% and 7% limits mentioned in Article I,
Section 4.