R2000-070 05-22-00RESOLUTION NO. R2000-70
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PEARLAND,
TEXAS, AUTHORIZING THE CITY MANAGER OR HIS DESIGNEE TO
ENTER INTO A TAX ABATEMENT AGREEMENT WITH
ROLLAC SHUTTER OF TEXAS, INC. ("ROLLAC") FOR PURPOSES OF
ABATING THE INCREASED VALUE OF THE PROPERTY OWNED BY
ROLLAC AND LOCATED AT THE NORTHWEST CORNER OF
ORANGE STREET AT WOODY STREET WITHIN THE CITY LIMITS OF
PEARLAND AT A RATE OF ONE HUNDRED PERCENT (100%) FOR A
PERIOD OF ONE (1) YEAR BEGINNING JANUARY 1,2001, AND ENDING
DECEMBER 31, 2001, AND AT A RATE OF SEVENTY PERCENT (70%)
ANNUALLY FOR A PERIOD OF ONE (1) YEAR BEGINNING JANUARY 1,
2002, AND ENDING DECEMBER 31, 2002, AND AT A RATE OF FIFTY
PERCENT (50%) ANNUALLY FOR A PERIOD OF FIVE (5) YEARS
BEGINNING JANUARY 1, 2003, AND ENDING DECEMBER 31, 2007;
FINDING AND DETERMINING THAT TERMS OF SAID AGREEMENT AND
PROPERTY SUBJECT TO THE AGREEMENT MEET THE REQUIREMENTS
OF CHAPTER 312 OF THE TAX CODE, V.A.T.S. AS AMENDED,
ORDINANCE NO. 967, WHICH ESTABLISHED REINVESTMENT
ZONE #10, AND THE GUIDELINES AND CRITERIA FOR GOVERNING
REINVESTMENT ZONES AND TAX ABATEMENT AGREEMENTS SET
FORTH IN RESOLUTION NO. R98-59.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS:
Section 1. That certain tax abatement agreement, by and between the
City of Pearland and Rollac Shutter of Texas, Inc., a copy of which is attached hereto
as Exhibit "A" and incorporated herein for all purposes, is hereby authorized and
approved.
Section 2. The City Council finds and determines that the tax abatement
agreement and the property subject to this agreement meet the requirements of
Chapter 312 of the Tax Code, V.A.T.S. as amended, Ordinance No. 967, which
established Reinvestment Zone #10, and the Guidelines and Criteria for Governing
RESOLUTION NO. R2000-70
Reinvestment Zones and Tax Abatement Agreements set forth in
Resolution No. R98-59.
Section 3. The City Manager or his designee is hereby authorized to execute,
and the City Secretary to attest, said Tax Abatement Agreement and any counterparts
thereof.
PASSED, APPROVED, AND ADOPTED this the 22nd day of Hay ,
A.D., 2000.
ATTEST:
APPROVED AS TO FORM:
TOM REID
MAYOR
DARRIN M. COKER
CITY ATTORNEY
2
THE STATE OF TEXAS
COUNTIES OF BRAZORIA,
FORT BEND, AND HARRIS
TAX ABATEMENT AGREEMENT
This Tax Abatement Agreement ("Agreement") is entered into by and between the City of
Pearland, Texas, a home rule city and Municipal Corporation of Brazoria, Fort Bend, and
Harris Counties, Texas, duly acting by and through its City Manager ("City"), and Rollac Shutter
of Texas, Inc., duly acting by and through Walter Konrad, its President ("Rollac").
WITNESSETH'
WHEREAS, on the 82 day of May, 2000, the City Council of the City of Pearland, Texas,
passed Ordinance No. 967 establishing Reinvestment Zone #10 in the City of Pearland, Texas, for
general business tax abatement, as authorized by Chapter 312, Tax Code, V.A.T.S. as amended
("Code"); and
WHEREAS, the City has adopted Resolution No. R98-59, which established appropriate
guidelines and criteria for governing reinvestment zones and tax abatement agreements to be entered
into by the City as contemplated by the Code; and
WHEREAS, the City's objective is to maintain and/or enhance the general business economic
and employment base of the Pearland area for the long term interest and benefit of the City, in
accordance with Resolution No. R98-59 and the Code; and
WHEREAS, the contemplated use of the Premises, as hereinafter defined, the contemplated
improvements to the Premises in the amount as set forth in this Agreement and the other terms
hereof are consistent with encouraging development of said Reinvestment Zone in accordance with
the purposes for its creation and are in compliance with Resolution No. R98-59 and the guidelines
and criteria adopted by the City and all applicable law; and
WHEREAS, the Improvements as defined below constitute a major investment within the
Reinvestment Zone that will substantially increase the appraised value of property within the zone
and will contribute to the retention or expansion of primary and secondary employment within the
City; and
WHEREAS, there will be no substantial adverse affect on the provision of city services or
on its tax base and the planned use of the Premises will not constitute a hazard to public safety,
health, or welfare; now,
THEREFORE:
For and in consideration of the mutual agreements and obligations set forth below, the
sufficiency of which is hereby acknowledged by the parties hereto, Rollac and City mutually agree
as follows:
1. The property to be the subject of this Agreement Shall be that property described by
metes and bounds and map attached hereto as Exhibit "A" ("Premises").
2. Construction of Rollac's improvements on the Premises, described in Exhibit "B"
("Improvements") will cost approximately Two Million Nine Hundred Thousand Dollars
($2,900,000.00) and is to be substantially complete on or about ,20 .;
provided, .that Rollac shall have such additional time to complete the Improvements as may be
required in the event of"force majeure" if Rollac is diligently and faithfully pursuing completion
of the Improvements. For this purpose, "force majeure" shall mean any contingency or cause
beyond the reasonable control of Rollac including, without limitation, acts of God or the public
enemy, war, riot, civil commotion, insurrection, governmental or de facto governmental action
(unless caused by acts or omissions of Rollac), fires, explosions or floods, and strikes. The date of
completion of the Improvements shall be defined as the date a Certificate of Occupancy is issued by
the City of Pearland. Additionally, Rollac anticipates Seven Hundred Fifty Thousand Dollars
($750,000.00) in fixed equipment.
3. Rollac agrees and covenants that it will diligently and faithfully, in a good and
workmanlike manner, pursue the completion of the Improvements as a good and valuable considera-
tion of this Agreement. Rollac further covenants and agrees that all construction of the
Improvements will be in accordance with all applicable state and local laws and regulations or valid
waiver thereof. In further consideration, Rollac shall thereafter, from the date a Certificate of
Occupancy is issued until the expiration of this Agreement, continuously operate and maintain the
Premises as Rollac, limiting the use of said Premises to that use which is consistent with the terms
of this Agreement and the general purpose of encouraging development or redevelopment of the
Reinvestment Zone during the period that the property tax exemptions evidenced herein are in effect.
4. Rollac agrees and covenants that the Improvements shall provide approximately
50-65 jobs during the period of the abatement, beginning with 50 employees in 2001. Accordingly,
Rollac shall provide to the City annual manpower reports ( Exhibit "D") within sixty (60) days
following the end of each calendar year.
5. Subject to the terms and conditions of this Agreement, and subject to the rights and
holders of any outstanding bonds of the City, a portion o fad valorem property taxes assessed to the
Property and otherwise owed to the City shall be abated. City hereby acknowledges that it is not
aware of any terms or conditions of any outstanding bonds which would invalidate this Agreement.
2
Said abatement shall be an amount equal to one hundred percent (100%) of the taxes assessed upon
the increased value of the Improvements and Fixed Equipment, annually for a period of one (1) year
beginning January 1, 2001, and ending December 31, 2001, and seventy percent (70%) of the taxes
assessed upon the increased value of the Improvements and Fixed Equipment, annually for a period
of one (1) year beginning January 1, 2002, and ending December 31, 2002, and fifty percent (50%)
of the taxes assessed upon the increased value of the Improvements and Fixed Equipment, annually
for a period of five (5) years beginning January 1, 2003, and ending December 31, 2007, in
accordance with the terms of this Agreement and all applicable state and local regulations:
The taxable value shall be determined on a uniform and equal basis of assessment by the methods
used by the Brazoria County Tax Appraisal District, which information necessary for abatement
shall be provided by Rollac to the chief appraiser of said district. Estimated values, estimated abated
values, and estimated base year values for the Improvements are listed in Exhibit "C".
6. Rollac further agrees that the City, its agents and employees shall have the right to
enter upon the Premises at any reasonable time and to inspect the Improvements in order to
determine whether the construction of the Improvements is in accordance with this Agreement and
all applicable federal, state, and local laws, ordinances, and regulations or valid waiver thereof.
After completion of the Improvements, the City shall have the continuing fight to enter upon and
inspect the Premises at any reasonable time, after 24 hours' notice has been given, to determine
whether the Premises are thereafter maintained and operated in accordance with this Agreement and
all applicable federal, state, and local law, ordinances, and regulations. In accordance with
Resolution No. R98-59~ the City will conduct at least one inspection aimually to ensure compliance.
Notwithstanding any other provision of this Agreement, if the City determines that a violation of a
federal, state, or local law, ordinance or regulation exists on the Premises, the City may, in addition
to any other authorized enforcement action, provide to Rollac written notice of such violation. For
the purposes of this Agreement, Rollac shall have ten (10) days from the date of the notice to cure
or remedy such violation. IfRollac fails or refuses to cure or remedy the violation within the ten
(10) day period, Rollac is subject to the forfeiture, at the discretion of the City, of any fight to any
tax abatement for a portion of the period or the entire period covered by this Agreement.
7. Rollac agrees and covenants that the information provided in the attached Application
for Tax Abatement (Exhibit "C") is true and correct and that any materially false or misleading
information that is provided to the applicable taxing jurisdictions may be grounds for termination
of the agreement with possible liability for recovery of abated taxes.
8. In the event that (1) the Improvements for which an abatement has been granted are
not completed in accordance with this Agreement; or (2) Rollac allows its ad valorem taxes owed
to the applicable taxing jurisdictions to become delinquent and fails to timely and properly follow
the legal procedures for protest and/or contest of any such ad valorem taxes; or (3) Rollac breaches
any of the terms or conditions of this Agreement, then this Agreement shall be in default. In the
event that Rollac defaults in its performance of(l), (2), or (3) above, then the City shall give Rollac
written notice of such default, which notice shall be delivered by personal delivery or certified mail
to: Walter Konrad, President, 10800 Blackhawk Boulevard, Houston, Texas 77089. IfRollac has
not cured such default within sixty (60) days of said written notice, this Agreement may be modified
or terminated by the City. Notwithstanding the provisions set forth herein, this Agreement may be
terminated at any time after the execution hereof by agreement of both parties.
9. In the event that the facility is completed and begins producing product or service,
but subsequently discontinues producing product or service for any reason except fire, explosion or
other casualty or accident or natural disaster for a period of one year during the abatement period,
then this Agreement shall be in default and shall terminate. The abatement of taxes for the calendar
year during which the facility no longer produces shall also terminate.
10. As liquidated damages in the event of default and in accordance with
Section 312.205, Tax Code, V.A.T.S., as amended, all taxes which otherwise would have been paid
to the City without the benefit of abatement (but without the addition of penalty; interest will be
charged at the statutory rate for delinquent taxes as determined by Section 33.01 of the Tax Code)
will become a debt to the City and shall be due, owing and paid to the City within sixty (60) days
of the expiration of the cure period stated in paragraph 8 or the termination date stated in paragraph
9, whichever is applicable. The City shall have all remedies for the recapture and collection of the
lost tax revenue as provided generally in the Tax Code for the collection of delinquent property taxes
and in accordance with Resolution No. R98-59.
11. The City represents and warrants that the Premises does not include any property that
is owned by a member of its council or boards, agencies, commissions, or other governmental bodies
approving, or having responsibility for the approval of, this Agreement.
12. The terms and conditions of this Agreement are binding upon the successors and
assigns of all parties hereto. This Agreement may be transferred or assigned by Rollac only upon
written permission by the City in accordance with Resolution R98-59, which pennission shall not
be unreasonably withheld. No assignment shall be approved if the assignor or assignee are indebted
to the City for ad valorem taxes or other obligations.
13. It is understood and agreed between the parties that Rollac, in performing its
obligations hereunder, is acting independently, and the City assumes no responsibilities or liabilities
in connection therewith to third parties.
14. ROLLAC RELEASES, ACQUITS, INDEMNIFIES, AND HOLDS HARMLESS
THE CITY, ITS OFFICERS, AGENTS~ EMPLOYEES, SUCCESSORS, AND ASSIGNS,
FROM ANY AND ALL KINDS OF CLAIMS, DEMANDS, LOSSES, DAMAGES, INJURIES,
RIGHTS, CAUSES OF ACTION, OR JUDGMENTS OF WHATSOEVER CHARACTER OR
NATURE, INCLUDING ATTORNEYS' FEES, WHICH MAY ARISE AS A RESULT OF
THIS AGREEMENT. THE PROVISIONS OF THIS SECTION REFLECT THE
EXPRESSED INTENTIONS OF ROLLAC AND THE CITY AND SHALL SURVIVE THE
TERMINATION, EXPIRATION, OR CANCELLATION OF THIS AGREEMENT.
4
15. It is understood and agreed by the City and Rollac that if the Premises has been
designated and taxed as agricultural land pursuant to Chapter 23, Subchapter C, Tax Code, V.A.T.S.,
that this Agreement shall not be effective and no abatement granted until Rollac has removed the
agricultural use designation and all taxes due pursuant to Section 23.55, Tax Code, V.A.T.S., as
amended, (roll back taxes) have been paid.
16. This Agreement was authorized by Resolution of the City Council at its council
meeting on the 22nd day of May, 2000, authorizing the City Manager to execute the Agreement on
behalf of the City.
17. This Agreement is entered into by Rollac pursuant to authority granted by its
President, Walter Konrad, on the t~ day of /1~ o ~ ~- ,20,~o .
18. This shall constitute a valid and binding Agreement between the City and Rollae
when executed in accordance herewith.
19. This Agreement is performable in Brazoria County, Texas.
20. Rollac agrees and covenants to certify annually to the City, while this Agreement is
in effect, that Rollac is in compliance with each applicable term of this Agreement.
Witness our hands this Oq day of ,4~,~ , ~.oo .
ATTEST:
(jEity S~tary
CITY OF PEARLAND
City Manager
APPROVED AS TO FORM:
By:
Dan'in M. Coker
City Attorney
ATTEST:
pBny- :nted ~~'..~~ 3~_.
Title: ~-~
ROLLAC SHUTTER OF TEXAS, 1NC.
Wal'et~konrad
President
THE STATE OF TEXAS
COUNTY OF BRAZORIA
BEFORE ME, the undersigned Notary Public, on this day personally appeared
Glen R. Erwin, City Manager for the City of Pearland, known to me to be the person whose name
is subscribed to the foregoing instrument and acknowledged to me that he executed the same for the
purposes and consideration therein expressed.
GIVEN UNDER MY HAND AND
~0~-~ ¥ A.D., 2000.
SEAL OF OFFICE THIS (~4~. DAY OF
NOTARY P ~UBLIC, STA~E~F%EXAS
PfintedName: ~[ .S~ 'b.
Commission Expires: ~)/X. ! ]0 '~
THE STATE OF TEXAS
COUNTY OF
BEFORE ME, the undersigned Notary Public, on this day personally appeared
Walter Konrad, President of Rollac Shutter of Texas, Inc., known to me to be the person whose name
is subscribed to the foregoing instrument and acknowledged to me that he executed the same for the
purposes and consideration therein expressed.
GIVEN UNDER MY HAND AND SEAL OF OFFICE THIS ~:~[ DAY OF
bt~ , A.D., 2000.
~~-~ T Y P~P~, 'STATE ;F,TE
~ ~~] STATE OF TE~S ~ PfintedN~e: ~r~c6~ ~ ¢O~
~~= ~;~r~~ MyCo~ssionExpkes: ~-I%- ~o ov
7
A ;~.585 ACRE TRACT OF LAND BEING ALL OF LO1' ? OF THE H~ MASTER$ON
SUBOIVIE;ION OF SEE:TI,ON 5 OF THE H. T. & B, RAILROAD cOMPANY SURVEY,
AI;I~TRACT 237. BRAZORJA COUNTY, TEXAS. RECORDED IN VOLIJME 26. PAGE §, OF
THE. DEED RECORI3$ OF BRAZORIA COUNTY, Tt~Y,,AG, AND A PORTION O~ A 40' WIDE
DEDICATED ROAD 6OUTH OF LOT 7. CONTAINING 12..156.t~ SQ. FT. AND A PORTION OF
LOT 7-112 CONTAINING 14.732,9 SO., FT. DJ:: I.~ND. MORE PARTICULARLY DESCRIBED AS
FOLLOWS:
BEGIN AT A 5t8' IRON ROD SET IN THE COMMON LINE OF LOT e AND LOT 7 OF
AFORE~ID SUBDIVISION. MARKING THE NORTHEAST CORNER OF HEREIN.
DESCRIBED TRACT. ALSO BE{NC iN THE WEST LINE OF A 10' 'ROA,(~ WlI~ENING STRIP '
DESCRIBED aY DEED RECORDED IN VOLUME 842, PAGE 40, OF THE DEED RECORDS
OF EI~A.?.ORIA COUNTY'. TE.,V~9. FROM WHICH A CONCRETE MONUMENT FOUND
MARKING THE NORTHEAST CORNER OF LOT ? AND SOUTHEAST CORNER OF LOT
8EAR9 $. 8g'Sa'48" E., 10.00'.
THENCE S.I~'OI°20'E.-WITH THE WEST LINE OF SAID 10' WIDENING STRIP AT
t208.3t' PASS THE SOUTH LINE OF LOT 7, AND AT 1335.9g' PA~S A 518' IRON ROD SET
IN THE NORTHERLY LINE OF A 20' WIDE WATER AND SEWER EASEMENT RECORDED
UNDER C,C,F. No. 9~.oO,14996 OF THE OFFICIAL RECORDS OF BRAZORIA COUNTY.
TEXAS, CONTINUIN(~ FOR A TOTAL DISTANCE OF 1~57.6~" TO A POINT MARKING THE
SOUTHEAST CORNER OF HEREIN DESCR~SED TRACT. aEING IN THE NORTHERLY LINE
OF 40' WIDE COUNI~ ROAD 114 (ORANGE ST.)
THENCE N. 66~11'53' W, WITH THE NORTHERLY LINE OF ~AID ORANGE STREET A
DISTANCE OF 370.~,' TO AN ANGLE FO(NT ;N THE NORTHERLY LINE OF ORANGE
STREET FOR CORNER, FROM WHICH A 510' IRON ROD SET IN AT AN ANGLE POINT IN
THE NORTHERLY LiNE OF A 20' WATER AND SEWER EASEMENT RECORDED UNDER
C.C.F. No. g~l-D11 [26, OFFICIAL RECORDS 'OF BR.,~.ORIA COUNTY. TEXAS, BEAR~ N.
$1'54'28' E., 20.44',
THENE:E N. 89'59'11' W. WITH THE NORI'H LINE OF ORANGE STREET AND 2O' SOUTH
OF SAID WATER AND GLOWER ~,ASEMENT A DISTANC~ OF ?06.58' TO A POINT MARKING
THE SOU't'HW~_ST CORHF_R OF H~REtN DESCRtBE~) TRACT, ALSO'~EING
SOUTHEAST cORNER. DP THE LEI,La. RD R. WEST TR, ACT. RECORDED IN VOLUME i602,
PAGE 652. OF THE DEED RECORDS OF BRAT_ORIA COUNTY. TEXAS.
THENCE N, 00'0T2D' W. WITH THE COMMON LINE OF LOT'S ? AND 14 AND EAST LINE
OF'. ,~AID WEST TF~CT AT ~0.00' PASS A §18' IRON ROD SET IN THE NORTH LINE OF
~ID :20' WIDE WATER AND SEWER EASEMENT, CONTINUING FOR A TOTAL DISTANCE
OF 1208.41' TO A $t8' IRON ROD SET IN THE SOUTH LINE OF THE PLI INC, TRACT
RECORDED IN VOLUME ~-~47, PAGE 83~t, OF THE OFFICIAL RECORDS OF BRAZORifl
COUNT, TEXA~. MARKING THE NORTHWEST CORNER OF HEREIN DESCRIBED. AND
COMMON CORNER OF LOT'S B. 7. ~4 AND 15.
THENCE 8, 8g*$$'48' E, WITH THE COMMON LINE OF LOT 7 AND LOT 6 AND SOUTH
UNE OF THE PM INC. TRACT.A DISTANCE OF 1045,,55' TO THE POINT OF BEGINNING OF _
HEREIN DESCRIBED TRACT, CONTAINING 2g,58§ ACRES OF LAND. SUBJECT TO O, 405 f,,// _ ~.~,,,
Exhibit "B"
IMPROVEMENTS
The project will be the expansion of existing facilities for Rollac Shutter of Texas, Inc.
The Company expects to have 50-65 employees on site during the period of the abatement,
beginning with 50 employees in 2001. Tax abatement will be sought on all items allowed by law.
The improvements are expected to cost approximately $2,900,000.00. Additional fixed
equipment is expected to cost approximately $750,000.00.
iVI R ZOO0
;'~ :'"~,~,,r~'-r~ APPLICATION FOR T~ ~A~~ ~ ~ ~ OF P~
i ~XHIRIT 1
It h r~endM ~ ~s apportion ~ ~ at !~ 90 ~ prior to ~e[t ....... ~
~n~on of the ~afion of ~uipm~t. ~e filing of ~ docent ~ '~" ~
f~~ =d ~ffo~ ~th ~de~ =d Cfit~a for ~g T~ A~ ~ ~ _ [.
Re~v~mt Zone Cr~t~ ~ ~e C~ of P~=d (~eh~). PI~ red~
a~eh~ ~fore ex~g ~ app~on. ~ ~p~on ~ ~me pm of ~e ~mt
=d =y ~o~y film repr~fiom ~ ~ ~o~ for ~e ~ to void ~e ~ment.
Ofi~ ~py of ~s r~ue~ shoed ~ ~b~ to ~e Ciw M~, CiW of P~d, 3519
Lib~ ~ve, P~=d, T~ 77581. PI~ ~eh ~bRs WM~ spa~ is ~.
APPLICANT INFORMATION
Company Name ~-4?ll(xc- ~ao, t&tr
Address i~0o %k~cic M~oic
Conseetrdve years in business
Corporation
Partnership ( )
Application Date tt ~ Ii- 0~)
Number of Cum~ Employees q 0
AnnualSales (~c 6{6, 000. oo
Proprietorship ( )
PROJECI' INFORMATION
Type of facility:
(See Instructions)
Manufacturing 90
Regional Service ( )
Reg. Distn'oution Center ( )
Reg. Entertainment Center ( )
Other Basic Industry ( )
Location address and description of area to be.ff~.y
designated as reinvestment zone
(attach map showing site and legal description):
Description of eligible improvements (real property)
to be constructed:
Description of ineligible (taxable) oroperty to be included in project;
The proposed reinvestment zone is located in:
city
County
School District
College District
Other Taxing Jurisdictions
Tax ID number
Description of product or service to be provided (proposed use):
Project Description:
ATFACIt A STATEMENT explaining the general nature and extent of the project, descn'oing
existing site and improvements; describe all proposed im.m-ovemeots and provide list of
improvements and equipment for which abatement is requested. Include a proposed time schedule
for undertaking and completing the planned improvements as well as the company officials and
agents who will oversee the construction. Describe other sites that are under consideratio~
NEW PLANT ( )
EXPANSION ( )
MODERNIZATION ( )
ECONOMIC INFORMATION
Ao
Commencement Date:
Construction Man Years:
Completion Date:
Peak Construction Jobs
Construction Estimates
B. Permanent Employment Estimates (FTE's)
Current Employment ttO
Current Annual Payroll I/ ~5~uc, tqm. o o
Number ofjobs retained ( ~:o ) created (
at sta~o~ ~ o
$ years into operation ~ ff
IF MODERNIZATION:
Estimated Economic Life of
Plant
Added Economic Life from
Modemization'
in year 2.00
in year ~ o b
Veals
Est. Salaries
Co
Other Estimated Taxes Generated by Projeet__
(1) Sales Taxes: 20 o t
2002
20~fib
20oq
20oq
200 ~
20o~
(2) Other Taxes (Identify)'
Do
Estimated Appraised Value on Site
Building &
Fi,red Equil,.
Bus. Personal
Property &
Inventory
L Total of pre-existing value ~///~
(Jan 1, preoe~g abatemeat)
~qq:o00.~
1I. Estimated value of NEW land added 3 t0~ ~ 0 0.00
Estimated value of NEW improvements
Estimated value of NEW fixed equipment
Estimated value of NEW personal
property & inventory added
Total of NEW value added
(Total columns in S~. H above)
3to/¢oo. 0o
7 So. o oo.o~
7. 50~ OOC. ~
p-gO, oc~'.O0
IlL Total value at end of Tax Abatement glO. coo ~,, IqS: 0o0 5 ~o0:o0o
(Total Part I & ID '
TAX ABATEMENT REQUESTED
% ofeli/p'ble prop~j for a term of years.
(~) Requesting Staggered Tax Abatemem Terms
VARIANCE
Is the applicant seeking a variance under Section 3(0
of the Guidelines?
If"YES" a/tach required supplementary informatio~
OTHER ABATEMENTS: Has company made application
for abatement of this project by another taxing
jurisdiction or nearby counties?
ff "YES' provide dates of application, hearing dates,
if held or scheduled, name of jurisdictions and
contacts, and letters of intent.
YES( )
YES( )
NO(/O
COMPANY REPRESENTATIVE TO BE CONTACTED
Title: ~¥~i
Address: !0800
Telephone: ~ ~
Authoriz~l Co~y Off. al:
PfintedName: klab¢~c M. g.o~'a.c1
Title: ¥ 1~
ApPlicants and projects must meet the requirements established by the City of Peafland
Guidelines and Criteria for Granting Tax Abatement in a Reinvestment Zone found in Resolution
No. R98-59 (attached) in order to receive positive consideration. Section 2 of the Guidelines, for
example, sets out regulations governing eligible facilities, eligible and ineligible improvements,
terms and economic qualifications. Conformance with all sections, however, is required for
eligib ty.
APPLICANT INFORMATION
The taxing unit may consider applicant financial capacity in determining whether to enter
into an abatement agreement. Established companies for which public information is available, or
the wholly owned businesses of such companies, should include with the application a copy of
their latest annual report to stockholders. Other applicants and new companies should attach a
statement showing, when the company was established, business references (name, contact and
telephone nmnher of principal bank, accountant and attorney) and may be required to submit an
audited finandal statement and business plan.
PROJECT INFORMATION
Only facilities listed in Section 2(a) of the Guidelines may receive abatement without
applying for a variance. Check guideline definitions in Section 1 to see if project qualifies. If
project is a Regional Entecminnumt Facility, Regional Service Facility, Regional Dism~on
Center Fac~ity or Other Basic Industry, the application should include market studies, business
plans, agreements or other materials demonstrating ~Jmt the facility is intended to serve a market
the majority of which is outside of the City of Pearland region.
ECONOMIC INFORMATION
Permanent Employment Estimates - In estimating the permanent employment, include the total
number of jobs retained or created at this site by your firm as well as known permanent jobs of
service eontn~ors required for operation.
Estimated Appraised Value on Site - The value as of January 1 immediately preceding abatement
should be the value established by the Brazoria County Appraisal District. If the applicant must
estimate value because the taxable value is not known or is combined with other properties under
a single tax ~ecounL please so state. Projections of value should be a %est estimate' based on
taxability in Texas. The projection of project values not abated should include personal property
and ineligible project-related improvements such as office space in excess of that used for plant
adrninistratio~ housing, etc.
SAMPLE PROJECT DESCRIPTION
The project will be the construction of a new manufacturing facility that w~l also include our sales
the project will require the construction of a building of approximately 70,000 square feet at a
cost of approximately $2.6-$2.8 nn'llion. It is anticipated that fixed manufacturing equipment Of
approximately $1,500,000 will be included in the project. Tax abatement will be sought on all
items allowed by law.
SAMPLE TIME SCHEDULE
September - Dec 31,2001
January 1 - Jan 30, 2002
February 1-February 28, 2002
March 1 - March 30, 2002
April 1-November 15, 2002
November 16 - December 25, 2002
December 30, 2002
Legal work, conceptual phase, contractor selection
Wetlands study, 1 ~ phase architecture, soils engineering
topographical mapping, detention pond engineering
Architectural drawings, final enginoefing, permits and
applications
Bids and initial site work
Construction
Move-in, start up
Completion
2.
3.
4.
5.
6.
7.
8.
9.
10.
11
12.
14.
15.
DO NOT WRITE IN THIS AREA - FOR, PROCESSING PURPOSES ONLY
EDC contact
Precinct
Jurisdictions notified / /
Initial review completed __/ /__
Review circulated / /
1SD concm-rence?
College concurrence?
City concurrence?
Letter of Intent / /
Hearing noticed on agenda __/ /__
Public hearing /__/__
ISD action / /
College action /__/__
City action /__/__
Agreement signed /__/__
Application For Tax Abatement In
The City of Pearland
ECONOMIC INI~OEVlATION
Construction Estimates
Commencement Date:
Construction Mn-Years:
Completion Date:
Peak Construction Jobs:
May 1, 2000
. ~6yun(8 months)
l)cccmber 15, ~1000
60 to 75
TIM~ SCI~ULE
September 1999- December 3 I, 1999
February 15- March 15, 2000
Marc3 15 - April 17, 2000
April 17- April 28, 2000
May 1, 2000
May 1 - D~mber 15, 2000
D~mber 15 - D~ber 3 I, 2000
Legal work, conceptual phase, contra~
sel~on, land purchase
Soils ea~e~g a.d topographioal ~veY
Desiga ~md Ea~eeriag
Permit p~o~s
Commence Construction
Construction Period
Move-in & gtartup
Application For Tax Abatement In
The City of Pearland
PROJECT DESCRIPTION:
The Facility is a new 10$,700.sq. R., 100% sprinkled, dock height, ~crete tilt.wall
Office, Showroom, Manuf~ ad Warehouse Fac~. The facilR' y will also inc~d¢
sales, research and development, ~iga sad art, acco~ and exe~ o~. The
Facilities prim~ fun~on is the sales, ma~uf~
V'myl and Hurri~e Shutters.
The Project is being developed on approximmly 9-acres out of a 30.a~ track of land
located on the northwest comer of Orange Road and Woody Strea, t~ria ~,
Pear]and, Texas.
Tho 10,500-squag foot Ottic~ Build-out includes 9,000-sq. fL of Of~ sp~, and a
3,000-sq, ft. Display Area.
The Manufacturing and Warehouse Building is a 95,200-sq, R. 24.0. clear height
structure which will house the g, ISl-sq. ft. Production Room for the Roll.Form and
Ini~on Molding Equipment, tlg 4,510-sq. ft. Avaing PrOduction Room, Shntter
assembly area a~d a 64.ft. span Top Punning 5-ton Bridge Crane.
The Site Development includes a detention pond, underground utilities, reinforced
concrm paving for parking and uuck staging, shipping and r~iving dock~, grade 1~I
ramps, ADA entries, sidew~, curbs, ~d I.~ndscaping as required per the City of
Pearland.
The Project wail require me construcuoa o~ ~u~: aw,~ ,~,,..,~,.~.~,. ,, .... ~, -- -
cgnstruction cost of approximately ~8~3 million,
In addition, the Project will require a 120 to 150-ft. extension of Woody Road at an
additional cost to be determined, The F~,~nee~n8 for Woody l~oad ~ould bc
completed by and out for public bid by Iune 15, 2000.
The Project will also include fLxcd mmufacturing equipment at an additional cost of
approximately $_ .... Tax abatement will be sought on all items allowed
EXHIBIT "D"
.MANPOWER REPORT
i, 0 iI , ,
certify that on ~ ~ i
Rollac Shutter of Texas, Inc.
,20 OO
there were
of Rollac Shutter of Texas, INC., do
~ individuals employed full time at
THE STATE OF TEXAS
COUNTY OF H&~- Fi
BEFORE ME, the undersigned .Notary Public, on this day personally appeared
Yx.~o~Cer- ~P~ , ~oc~ccA~ of Rollac Shutter of Texas, Inc., being by
me duly sworn on his/her oath deposed and said that he/she is duly qualified and authOrized in all
respects to make this affidavit; and that every statement contained in the Manpower Report is within
his/her knoWledge and tree and correct.
SUBSCRIBED AND SWORN TO BEFORE ME on the ~> [ day of
2.o00., to certify which witness my hand and official seal,
TR~'~-A. sHULER ~
NOTARY PUBLIC
STATE OI= TE~S
NOTA, I(Y PUBL~',, STATE OF TEXAS
Printed
Name:
My Commission Expires: ~
EXHIBIT "D"
MANPOWER REPORT
i, 10, dt .
certify that on D*"-- ~ /
Rollac Shutter of Texas, Inc.
,20 00 there were
of Rollac Shutter of Texas, Inc., do
3,~' individuals employed full time at
THE STATE OF TEXAS
COUNTY OF ,~4o~wr-~
BEFORE ME, the undersigned Notary Public, on this day personallY appeared
~.,,~°'13c~r-. [t~ , ~/..c'~r-ox6[. of Rollac Shutter of Texas, Inc., being by
me duly sworn on his/her oath deposed and .said that he/she is duly qualified and authorized in all
respects to make this affidavit; and that every statement contained in the Manpower Report is within
his/her knowledge and true and correct.
SUBSCRIBED AND SWORN TO BEFORE ME on the ~[ day of ~[ko.~/
2o~o, to certify which witness my hand and official seal.
Printed Name: "~e2~c ~q ~.
My Commission Expires: ~- lO_-